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YHB Investment Advisors’s Workday WDAY Stock Holding History

YHB Investment 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 		$1.09M Sell
5,704
-2,732
-32% -$476K 0.07% 164
2026
Q2 		$1.03M Buy
8,436
+2,077
+33% +$263K 0.07% 174
2026
Q1 		$826K Buy
6,359
+680
+12% +$108K 0.06% 179
2025
Q4 		$1.22M Sell
5,679
-174
-3% -$39.5K 0.08% 151
2025
Q3 		$1.41M Buy
5,853
+1,666
+40% +$385K 0.1% 139
2025
Q2 		$1M Buy
4,187
+7
+0.2% +$1.71K 0.08% 159
2025
Q1 		$976K Sell
4,180
-26
-0.6% -$6.64K 0.08% 153
2024
Q4 		$1.09M Buy
4,206
+1,252
+42% +$320K 0.09% 147
2024
Q3 		$722K Buy
2,954
+616
+26% +$145K 0.06% 172
2024
Q2 		$523K Buy
+2,338
New +$563K 0.05% 194

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
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

YHB Investment Advisors's WDAY Position: Q3 2026 in Review

YHB Investment Advisors reduced its Workday (WDAY) stake by 32% in Q3 2026, selling an estimated $476K and leaving 5,704 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #164.

YHB Investment Advisors first reported a position in WDAY in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2025. 28 funds tracked by Wall St. Rank hold WDAY as of Q3 2026.

  • YHB Investment Advisors held 5,704 shares of Workday worth $1.09M as of Q3 2026.
  • YHB Investment Advisors sold 2,732 Workday shares in Q3 2026, an estimated $476K.
  • Workday made up 0.07% of YHB Investment Advisors's portfolio in Q3 2026, its #164 holding.
  • YHB Investment Advisors first reported a position in Workday in Q2 2024 and has held it in 10 quarters since.
  • YHB Investment Advisors's Workday position peaked at $1.41M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Workday as of Q3 2026.

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