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Workday Inc cl a shares owned by Concentric Wealth Management

Quarter-by-quarter ownership of Workday Inc cl a (WDAY) shares owned by Concentric Wealth Management from 13F filings

Historical chart of Concentric Wealth Management investment in Workday Inc cl a

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All positions including Workday Inc cl a held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workday Inc cl a by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 800 272.75
2023-12-31 $249k 900 276.06
2023-06-30 $226k 1.0k 225.89
2023-03-31 $207k 1.0k 206.54

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View all positions for Concentric Wealth Management

Top funds holding Workday Inc cl a

Bornite Capital Management
Vanguard Group
BlackRock
Baillie Gifford & Co
Jpmorgan Chase & Co
Viking Global Investors
Henderson Group
FMR
Polen Capital Management
Wellington Management Company
Sustainable Growth Advisers
Nuveen Asset Management
Millennium Management
Franklin Resources
Geode Capital Management

View all funds holding Workday Inc cl a