Synergy Financial Group’s Workday WDAY Stock Holding History

Synergy Financial Group’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	–	Sell	-1,305	Closed	-$280K	–	136
2025 Q4	$280K	Sell	1,305 -6	-0.5%	-$1.36K	0.2%	93
2025 Q3	$316K	Sell	1,311 -4	-0.3%	-$925	0.21%	79
2025 Q2	$316K	Sell	1,315 -5	-0.4%	-$1.22K	0.23%	80
2025 Q1	$308K	Buy	1,320 +10	+0.8%	+$2.55K	0.28%	73
2024 Q4	$338K	Buy	1,310 +10	+0.8%	+$2.56K	0.28%	67
2024 Q3	$318K	Hold	1,300	–	–	0.3%	60
2024 Q2	$291K	Hold	1,300	–	–	0.3%	62
2024 Q1	$355K	Sell	1,300 -6	-0.5%	-$1.71K	0.4%	54
2023 Q4	$361K	Sell	1,306 -22	-2%	-$5.24K	0.44%	49
2023 Q3	$285K	Hold	1,328	–	–	0.4%	57
2023 Q2	$300K	Sell	1,328 -59	-4%	-$11.8K	0.4%	55
2023 Q1	$286K	Sell	1,387 -303	-18%	-$55.1K	0.47%	53
2022 Q4	$283K	Hold	1,690	–	–	0.56%	51
2022 Q3	$257K	Hold	1,690	–	–	0.39%	70
2022 Q2	$236K	Hold	1,690	–	–	0.37%	71
2022 Q1	$405K	Hold	1,690	–	–	0.43%	59
2021 Q4	$462K	Buy	+1,690	New	+$469K	0.41%	59

Other funds holding WDAY

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 Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Synergy Financial Group's WDAY Position: Q1 2026 in Review

Synergy Financial Group sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,305 shares — an estimated $280K sold.

Synergy Financial Group first reported a position in WDAY in Q4 2021 and held it in 17 quarters. The position peaked at $462K in Q4 2021. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Synergy Financial Group reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Synergy Financial Group sold 1,305 Workday shares in Q1 2026, an estimated $280K.
Synergy Financial Group first reported a position in Workday in Q4 2021 and held it in 17 quarters.
Synergy Financial Group's Workday position peaked at $462K in Q4 2021.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.