WA
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Waverly Advisors’s Workday WDAY Stock Holding History

Waverly 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
-1,338
Closed -$287K – 1676
2025
Q4 		$287K Sell
1,338
-716
-35% -$163K ﹤0.01% 1229
2025
Q3 		$494K Buy
2,054
+152
+8% +$35.1K ﹤0.01% 850
2025
Q2 		$456K Buy
1,902
+191
+11% +$46.5K 0.01% 827
2025
Q1 		$400K Buy
1,711
+35
+2% +$8.93K ﹤0.01% 836
2024
Q4 		$432K Buy
+1,676
New +$428K 0.01% 716

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

Waverly Advisors's WDAY Position: Q1 2026 in Review

Waverly Advisors sold out of Workday (WDAY) in Q1 2026, closing a stake of 1,338 shares — an estimated $287K sold.

Waverly Advisors first reported a position in WDAY in Q4 2024 and held it in 5 quarters. The position peaked at $494K in Q3 2025. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Waverly Advisors reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,338 Workday shares in Q1 2026, an estimated $287K.
  • Waverly Advisors first reported a position in Workday in Q4 2024 and held it in 5 quarters.
  • Waverly Advisors's Workday position peaked at $494K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.