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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
Q3 		$269K Buy
+1,412
New +$246K 0.01% 672
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

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Valeo Financial Advisors's WDAY Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Workday (WDAY) in Q3 2026: 1,412 shares worth $269K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in WDAY as recently as Q4 2025.

Valeo Financial Advisors first reported a position in WDAY in Q4 2017 and has held it in 27 quarters since. The position peaked at $748K in Q2 2025. 28 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • Valeo Financial Advisors held 1,412 shares of Workday worth $269K as of Q3 2026.
  • Workday was a new Valeo Financial Advisors position in Q3 2026.
  • Workday made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #672 holding.
  • Valeo Financial Advisors first reported a position in Workday in Q4 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's Workday position peaked at $748K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Workday as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.