A detailed history of Forum Financial Management, LP transactions in Workday, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 1,591 shares of WDAY stock, worth $390,860. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,591
Previous 1,103 44.24%
Holding current value
$390,860
Previous $257,000 48.25%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$210.47 - $274.71 $102,709 - $134,058
488 Added 44.24%
1,591 $381,000
Q1 2025

May 02, 2025

SELL
$233.53 - $277.82 $2,335 - $2,778
-10 Reduced 0.9%
1,103 $257,000
Q4 2024

Feb 13, 2025

BUY
$233.85 - $279.91 $260,275 - $311,539
1,113 New
1,113 $287,000
Q4 2023

Feb 07, 2024

BUY
$205.14 - $278.68 $161,855 - $219,878
789 New
789 $217,000

Others Institutions Holding WDAY

About Workday, Inc.


  • Ticker WDAY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 201,000,000
  • Market Cap $49.4B
  • Description
  • Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financia...
More about WDAY
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.