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SWS Partners’s Workday WDAY Stock Holding History

SWS Partners’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
2025
Q3 		– Sell
-5,441
Closed -$1.31M – 124
2025
Q2 		$1.31M Buy
+5,441
New +$1.33M 0.35% 86
2025
Q1 		– Sell
-5,051
Closed -$1.3M – 118
2024
Q4 		$1.3M Sell
5,051
-809
-14% -$207K 0.39% 86
2024
Q3 		$1.43M Sell
5,860
-645
-10% -$152K 0.46% 79
2024
Q2 		$1.45M Buy
6,505
+1,854
+40% +$446K 0.43% 81
2024
Q1 		$1.27M Sell
4,651
-58
-1% -$16.5K 0.38% 81
2023
Q4 		$1.3M Sell
4,709
-76
-2% -$18.1K 0.42% 77
2023
Q3 		$1.03M Buy
4,785
+27
+0.6% +$6.26K 0.38% 83
2023
Q2 		$1.08M Sell
4,758
-44
-0.9% -$8.81K 0.39% 84
2023
Q1 		$992K Buy
+4,802
New +$874K 0.37% 89
2022
Q4 		– Sell
-6,311
Closed -$961K – 106
2022
Q3 		$961K Buy
6,311
+38
+0.6% +$5.95K 0.45% 80
2022
Q2 		$876K Buy
6,273
+14
+0.2% +$2.54K 0.74% 59
2022
Q1 		$1.5M Sell
6,259
-1,141
-15% -$272K 0.98% 54
2021
Q4 		$2.02M Buy
7,400
+182
+3% +$50.5K 1.15% 42
2021
Q3 		$1.8M Buy
+7,218
New +$1.79M 1.12% 42
2019
Q3 		– Sell
-2,334
Closed -$334K – 118
2019
Q2 		$334K Buy
+2,334
New +$471K 0.21% 93
2018
Q4 		$314K Buy
1,969
+39
+2% +$5.53K 0.24% 78
2018
Q3 		$282K Buy
1,930
+191
+11% +$26.5K 0.18% 89
2018
Q2 		$211K Buy
+1,739
New +$223K 0.15% 94

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

SWS Partners's WDAY Position: Q3 2025 in Review

SWS Partners sold out of Workday (WDAY) in Q3 2025, closing a stake of 5,441 shares — an estimated $1.31M sold.

SWS Partners first reported a position in WDAY in Q2 2018 and held it in 18 quarters. The position peaked at $2.02M in Q4 2021. 1,096 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • SWS Partners reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • SWS Partners sold 5,441 Workday shares in Q3 2025, an estimated $1.31M.
  • SWS Partners first reported a position in Workday in Q2 2018 and held it in 18 quarters.
  • SWS Partners's Workday position peaked at $2.02M in Q4 2021.
  • 1,096 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on SWS Partners's 13F filing for Q3 2025, filed 16 Oct 2025.