USA Financial Formulas’s Workday WDAY Stock Holding History

USA Financial Formulas’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
2024 Q2	–	Sell	-4,258	Closed	-$1.16M	–	387
2024 Q1	$1.16M	Sell	4,258 -1,485	-26%	-$423K	0.19%	54
2023 Q4	$1.59M	Buy	5,743 +4,478	+354%	+$1.07M	0.28%	34
2023 Q3	$272K	Buy	1,265 +1,255	+12,550%	+$291K	0.41%	63
2023 Q2	$2.26K	Hold	10	–	–	﹤0.01%	288
2023 Q1	$2.06K	Buy	+10	New	+$1.82K	﹤0.01%	217
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	283
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	310
2022 Q1	$2K	Buy	9 +5	+125%	+$1.19K	﹤0.01%	256
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	358
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	385
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	368
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	324
2020 Q4	$1K	Sell	4 -1	-20%	-$225	﹤0.01%	307
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	305
2020 Q2	$1K	Buy	+5	New	+$808	﹤0.01%	214
2017 Q4	–	Sell	-4,395	Closed	-$463K	–	346
2017 Q3	$463K	Buy	+4,395	New	+$453K	0.11%	183

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

USA Financial Formulas's WDAY Position: Q2 2024 in Review

USA Financial Formulas sold out of Workday (WDAY) in Q2 2024, closing a stake of 4,258 shares — an estimated $1.16M sold.

USA Financial Formulas first reported a position in WDAY in Q3 2017 and held it in 16 quarters. The position peaked at $1.59M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

USA Financial Formulas reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
USA Financial Formulas sold 4,258 Workday shares in Q2 2024, an estimated $1.16M.
USA Financial Formulas first reported a position in Workday in Q3 2017 and held it in 16 quarters.
USA Financial Formulas's Workday position peaked at $1.59M in Q4 2023.
1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.