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Summit Trail Advisors’s Workday WDAY Stock Holding History

Summit Trail Advisors’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3M Buy
24,539
+4,030
+20% +$511K 0.04% 365
2026
Q1 		$2.66M Buy
20,509
+10,531
+106% +$1.67M 0.04% 362
2025
Q4 		$2.14M Buy
9,978
+189
+2% +$42.9K 0.04% 367
2025
Q3 		$2.36M Buy
9,789
+6,069
+163% +$1.4M 0.03% 362
2025
Q2 		$893K Buy
3,720
+292
+9% +$71.1K 0.02% 522
2025
Q1 		$801K Buy
3,428
+1,551
+83% +$396K 0.03% 184
2024
Q4 		$484K Buy
1,877
+799
+74% +$204K 0.02% 225
2024
Q3 		$263K Buy
1,078
+118
+12% +$27.9K 0.01% 587
2024
Q2 		$215K Sell
960
-175
-15% -$42.1K 0.01% 575
2024
Q1 		$310K Buy
+1,135
New +$323K 0.01% 450
2023
Q4 		– Sell
-941
Closed -$202K – 594
2023
Q3 		$202K Buy
941
+43
+5% +$9.97K 0.01% 501
2023
Q2 		$203K Buy
+898
New +$180K 0.01% 486
2018
Q1 		– Sell
-301
Closed -$35K – 1646
2017
Q4 		$35K Buy
+301
New +$32.1K ﹤0.01% 908

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Trail Advisors's WDAY Position: Q2 2026 in Review

Summit Trail Advisors increased its Workday (WDAY) stake by 20% in Q2 2026, buying an estimated $511K and bringing the position to 24,539 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #365.

Summit Trail Advisors first reported a position in WDAY in Q4 2017 and has held it in 13 quarters since. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Summit Trail Advisors held 24,539 shares of Workday worth $3M as of Q2 2026.
  • Summit Trail Advisors bought 4,030 Workday shares in Q2 2026, an estimated $511K.
  • Workday made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #365 holding.
  • Summit Trail Advisors first reported a position in Workday in Q4 2017 and has held it in 13 quarters since.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.