Synergy Investment Management’s Workday WDAY Stock Holding History

Synergy Investment Management’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	–	Sell	-12	Closed	-$1.56K	–	1189
2026 Q1	$1.56K	Buy	+12	New	+$1.91K	﹤0.01%	721

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Synergy Investment Management's WDAY Position: Q2 2026 in Review

Synergy Investment Management sold out of Workday (WDAY) in Q2 2026, closing a stake of 12 shares — an estimated $1.56K sold.

Synergy Investment Management first reported a position in WDAY in Q1 2026 and held it in 1 quarter. The position peaked at $1.56K in Q1 2026. 917 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Synergy Investment Management reported no remaining Workday position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 12 Workday shares in Q2 2026, an estimated $1.56K.
Synergy Investment Management first reported a position in Workday in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's Workday position peaked at $1.56K in Q1 2026.
917 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.