Pollock Investment Advisors, LLC WDAY β€” WORKDAY INC

Ownership history in Pollock Investment Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Pollock Investment Advisors, LLC reported WORKDAY INC (WDAY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.41% in 2024 Q4. The latest visible filing shows WDAY at 0.25% 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 Pollock Investment 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 Q4

WDAY was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% 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 Q4

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.

How Pollock Investment 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 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 1,600 β€” 0% 0.25% $344K 2026-02-14 (Est.) $144.42
2025 Q3 UNCHANGED β€” β€” β€” 1,600 β€” 0% 0.30% $385K 2025-11-10 $227.97
2025 Q2 REDUCED 15.8% +3.2% ❌ 1,600 -300 -15.8% 0.31% $384K 2025-08-11 $213.69
2025 Q1 REDUCED β€” β€” β€” 1,900 -45 -2.3% 0.36% $444K 2025-05-13 $270.02
2024 Q4 INITIATED β€” β€” β€” 1,945 β€” β€” 0.41% $502K 2025-02-10 $269.88

FAQ About Pollock Investment 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 Pollock Investment Advisors, LLC reported owning WDAY?

Pollock Investment Advisors, LLC reported WDAY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WDAY position in Pollock Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for WDAY was 0.41% in 2024 Q4.

What is the latest reported WDAY position on this page?

The most recent filing on this page is 2025 Q4, when Pollock Investment Advisors, LLC reported 1,600 shares, equal to 0.25% of portfolio, with an estimated market value of $344K.

What does the chart on this WDAY ownership page compare?

The chart compares Pollock Investment 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 Pollock Investment Advisors, LLC time their WDAY position?

Based on 13F filing dates vs. subsequent WDAY price moves, Pollock Investment 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 -52.7%.

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