Fiduciary Alliance LLC WDAY — WORKDAY INC CL A

Ownership history in Fiduciary Alliance LLC  ·  9 quarters on record

AI Ownership Summary

Fiduciary Alliance LLC reported WORKDAY INC CL A (WDAY) in 9 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.25% in 2024 Q4. The latest visible filing shows WDAY at 0.19% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WDAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiduciary Alliance LLC's position in WORKDAY INC CL A, 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
2026 Q3

WDAY was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 2026 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 Fiduciary Alliance LLC fund profile Fiduciary Alliance LLC full holdings
How Fiduciary Alliance LLC held WDAY — position size vs. price
% of Fund (quarterly)    WDAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 13,475 -5,565 -29.2% 0.19% $2.6M 2026-10-13 $186.02
2026 Q2 ADDED — — — 19,040 +3,609 +23.4% 0.16% $2.3M 2026-07-20 $147.22
2026 Q1 ADDED — — — 15,431 +1,516 +10.9% 0.12% $1.9M 2026-05-15 (Est.) $125.01
2025 Q4 ADDED — — — 13,915 +581 +4.4% 0.20% $3.0M 2026-01-22 $188.18
2025 Q3 ADDED — — — 13,334 +2,899 +27.8% 0.22% $3.2M 2025-10-08 $238.25
2025 Q2 ADDED — — — 10,435 +1,000 +10.6% 0.19% $2.5M 2025-07-09 $240.17
2025 Q1 REDUCED — — — 9,435 -199 -2.1% 0.22% $2.2M 2025-04-09 $231.42
2024 Q4 ADDED — — — 9,634 +9,616 +53422.2% 0.25% $2.5M 2025-01-13 $246.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WDAY

As of 2026 Q3 — sorted by position size

Lakehouse Capital Pty Ltd 3Y 7.31% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 1.82% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.25% Western Financial Corp/CA 3Y 1.04% Douglas Lane & Associates, LLC 3Y 7Y 0.83% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.55% Unified Investment Management 0.52% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.5% TICINO WEALTH 0.43% Western Pacific Wealth Management, LP 3Y 0.39%

FAQ About Fiduciary Alliance 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 Fiduciary Alliance LLC reported owning WDAY?

Fiduciary Alliance LLC reported WDAY across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported WDAY position in Fiduciary Alliance LLC's portfolio?

The largest reported portfolio weight for WDAY was 0.25% in 2024 Q4.

What is the latest reported WDAY position on this page?

The most recent filing on this page is 2026 Q3, when Fiduciary Alliance LLC reported 13,475 shares, equal to 0.19% of portfolio, with an estimated market value of $2.6M.

What does the chart on this WDAY ownership page compare?

The chart compares Fiduciary Alliance 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 Fiduciary Alliance LLC time their WDAY position?

Based on 13F filing dates vs. subsequent WDAY price moves, Fiduciary Alliance LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on WDAY relative to SPY over the holding period was +151.4%.

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