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Valeo Financial Advisors’s Workday WDAY Stock Holding History

Valeo Financial 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 		– Sell
-1,880
Closed -$404K – 896
2025
Q4 		$404K Sell
1,880
-516
-22% -$117K 0.01% 521
2025
Q3 		$577K Sell
2,396
-722
-23% -$167K 0.01% 433
2025
Q2 		$748K Buy
3,118
+941
+43% +$229K 0.02% 360
2025
Q1 		$508K Buy
2,177
+317
+17% +$80.9K 0.01% 411
2024
Q4 		$480K Buy
1,860
+103
+6% +$26.3K 0.01% 419
2024
Q3 		$429K Buy
1,757
+530
+43% +$125K 0.01% 446
2024
Q2 		$274K Buy
1,227
+269
+28% +$64.8K 0.01% 528
2024
Q1 		$245K Buy
958
+39
+4% +$11.1K 0.01% 559
2023
Q4 		$254K Buy
+919
New +$219K 0.01% 542
2022
Q2 		– Sell
-985
Closed -$236K – 656
2022
Q1 		$236K Buy
985
+29
+3% +$6.91K 0.01% 503
2021
Q4 		$261K Sell
956
-27
-3% -$7.5K 0.01% 443
2021
Q3 		$246K Buy
+983
New +$243K 0.01% 444
2021
Q2 		– Sell
-405
Closed -$101K – 1821
2021
Q1 		$101K Buy
405
+3
+0.7% +$741 ﹤0.01% 623
2020
Q4 		$96K Buy
402
+153
+61% +$34.4K ﹤0.01% 590
2020
Q3 		$54K Buy
249
+12
+5% +$2.37K ﹤0.01% 645
2020
Q2 		$44K Buy
237
+29
+14% +$4.69K ﹤0.01% 782
2020
Q1 		$30K Sell
208
-51
-20% -$8.59K ﹤0.01% 772
2019
Q4 		$43K Sell
259
-172
-40% -$28.6K ﹤0.01% 709
2019
Q3 		$73K Sell
431
-59
-12% -$11.4K 0.01% 505
2019
Q2 		$101K Buy
490
+75
+18% +$15.1K 0.01% 435
2019
Q1 		$80K Sell
415
-385
-48% -$70K 0.01% 455
2018
Q4 		$128K Sell
800
-1,322
-62% -$187K 0.02% 331
2018
Q3 		$282K Buy
2,122
+1,505
+244% +$209K 0.04% 227
2018
Q2 		$85K Buy
617
+600
+3,529% +$76.8K 0.01% 433
2018
Q1 		$2K Hold
17
– – ﹤0.01% 1367
2017
Q4 		$2K Buy
+17
New +$1.81K ﹤0.01% 1222

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Valeo Financial Advisors's WDAY Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,880 shares — an estimated $404K sold.

Valeo Financial Advisors first reported a position in WDAY in Q4 2017 and held it in 26 quarters. The position peaked at $748K in Q2 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,880 Workday shares in Q1 2026, an estimated $404K.
  • Valeo Financial Advisors first reported a position in Workday in Q4 2017 and held it in 26 quarters.
  • Valeo Financial Advisors's Workday position peaked at $748K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.