DELTA FINANCIAL ADVISORS LLC WDAY β€” WORKDAY INC

Ownership history in DELTA FINANCIAL ADVISORS LLC  Β·  4 quarters on record

AI Ownership Summary

DELTA FINANCIAL ADVISORS LLC reported WORKDAY INC (WDAY) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.42% in 2024 Q4. The latest visible filing shows WDAY at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WDAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELTA FINANCIAL ADVISORS LLC's position in WORKDAY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WDAY was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WDAY stock page DELTA FINANCIAL ADVISORS LLC fund profile DELTA FINANCIAL ADVISORS LLC full holdings
How DELTA FINANCIAL ADVISORS LLC held WDAY β€” position size vs. price
% of Fund (quarterly)    WDAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 3,267 -30 -0.9% 0.22% $786K 2025-10-30 $232.87
2025 Q2 REDUCED 6.8% +3.2% ❌ 3,297 -239 -6.8% 0.28% $791K 2025-08-07 $220.98
2025 Q1 REDUCED 19.3% +2.8% ❌ 3,536 -844 -19.3% 0.31% $826K 2025-05-13 $270.02
2024 Q4 INITIATED β€” β€” β€” 4,380 β€” β€” 0.42% $1.1M 2025-02-04 $259.73

🏒 Other funds also holding WDAY

As of 2026 Q1 β€” sorted by position size

Lakehouse Capital Pty Ltd 3Y 7.12% Boomfish Wealth Group, LLC 0.94% Kampmann Melissa S. 0.81% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.78% PARAGON CAPITAL MANAGEMENT INC 0.68% Douglas Lane & Associates, LLC 3Y 7Y 0.58% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.53% Point Windward Advisors Inc. 3Y 7Y 0.5% FIGURE 8 INVESTMENT STRATEGIES LLC 0.45% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.45%

FAQ About DELTA FINANCIAL ADVISORS LLC and WDAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has DELTA FINANCIAL ADVISORS LLC reported owning WDAY?

DELTA FINANCIAL ADVISORS LLC reported WDAY across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported WDAY position in DELTA FINANCIAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for WDAY was 0.42% in 2024 Q4.

What is the latest reported WDAY position on this page?

The most recent filing on this page is 2025 Q3, when DELTA FINANCIAL ADVISORS LLC reported 3,267 shares, equal to 0.22% of portfolio, with an estimated market value of $786K.

What does the chart on this WDAY ownership page compare?

The chart compares DELTA FINANCIAL ADVISORS LLC's quarterly WDAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DELTA FINANCIAL ADVISORS LLC time their WDAY position?

Based on 13F filing dates vs. subsequent WDAY price moves, DELTA FINANCIAL ADVISORS LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WDAY relative to SPY over the holding period was -30.0%.

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