Purchases and Sales Made in Q2 2025 in Workday, Inc. (WDAY)
This table provides information about the institutional ownership of Workday, Inc. (WDAY) during Q2 2025. The information is specifically focused on institutions that hold shares of Workday, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
23+ 0.94% |
$4.84K - $6.32K
|
2.46K
$605K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
23+ 0.39% |
$4.84K - $6.32K
|
5.92K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 23.91% |
$4.63K - $6.04K
|
114
$28K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 1.21% |
$4.63K - $6.04K
|
1.85K
$453K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
22+ 3.69% |
$4.63K - $6.04K
|
619
$152K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
21+ 10.14% |
$4.42K - $5.77K
|
228
$56K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21+ 0.36% |
$4.42K - $5.77K
|
5.9K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
20+ 0.42% |
$4.21K - $5.49K
|
4.79K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
20+ 20.41% |
$4.21K - $5.49K
|
118
$29K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
20+ 64.52% |
$4.21K - $5.49K
|
51
$12.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 31.58% |
$3.79K - $4.94K
|
75
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18New |
$3.79K - $4.94K
|
18
$4.42K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18+ 1.75% |
$3.79K - $4.94K
|
1.05K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
18New |
$3.79K - $4.94K
|
18
$4.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
18+ 1.33% |
$3.79K - $4.94K
|
1.37K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17+ 1.77% |
$3.58K - $4.67K
|
978
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 212.5% |
$3.58K - $4.67K
|
25
$6.14K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
17New |
$3.58K - $4.67K
|
17
$4.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 113.33% |
$3.58K - $4.67K
|
32
$7.86K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
17New |
$3.58K - $4.67K
|
17
$4.18K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
16New |
$3.37K - $4.4K
|
16
$3.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
16+ 0.34% |
$3.37K - $4.4K
|
4.76K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 4.3% |
$3.37K - $4.4K
|
388
$95.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.12% |
$3.37K - $4.4K
|
13.4K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14+ 175.0% |
$2.95K - $3.85K
|
22
$5.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 0.72% |
$2.53K - $3.3K
|
1.68K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12+ 0.52% |
$2.53K - $3.3K
|
2.33K
$571K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
12+ 0.3% |
$2.53K - $3.3K
|
3.99K
$980K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
12+ 1.07% |
$2.53K - $3.3K
|
1.14K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$2.53K - $3.3K
|
12
$2.95K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
11+ 37.93% |
$2.32K - $3.02K
|
40
$9.83K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10New |
$2.1K - $2.75K
|
10
$2.46K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 7.38% |
$1.89K - $2.47K
|
131
$32.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 42.86% |
$1.89K - $2.47K
|
30
$7.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9New |
$1.89K - $2.47K
|
9
$2.21K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8New |
$1.68K - $2.2K
|
8
$1.97K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 11.11% |
$1.47K - $1.92K
|
70
$17.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 20.59% |
$1.47K - $1.92K
|
41
$10.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.17% |
$1.47K - $1.92K
|
4.19K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
7+ 31.82% |
$1.47K - $1.92K
|
29
$7.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.47K - $1.92K
|
7
$1.72K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$1.26K - $1.65K
|
6
$1.47K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 18.18% |
$1.26K - $1.65K
|
39
$9.58K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
6+ 0.73% |
$1.26K - $1.65K
|
826
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 9.8% |
$1.05K - $1.37K
|
56
$13.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 45.45% |
$1.05K - $1.37K
|
16
$3.93K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 5.38% |
$1.05K - $1.37K
|
98
$24.1K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
4+ 0.27% |
$842 - $1.1K
|
1.51K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
4New |
$842 - $1.1K
|
4
$983
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4+ 1.76% |
$842 - $1.1K
|
231
$56.7K
|