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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Summit Trail Advisors's WDAY Position: Q1 2026 in Review

Summit Trail Advisors increased its Workday (WDAY) stake by 106% in Q1 2026, buying an estimated $1.67M and bringing the position to 20,509 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #362.

Summit Trail Advisors first reported a position in WDAY in Q4 2017 and has held it in 12 quarters since. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Summit Trail Advisors held 20,509 shares of Workday worth $2.66M as of Q1 2026.
  • Summit Trail Advisors bought 10,531 Workday shares in Q1 2026, an estimated $1.67M.
  • Workday made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #362 holding.
  • Summit Trail Advisors first reported a position in Workday in Q4 2017 and has held it in 12 quarters since.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.