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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

WDAY holding history

Workday, Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDAY overviewAll 13F holders of WDAYFull Q2 2026 holdings

Shares (Q2 2026)
12,462
Value
$1.53M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WDAY by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,462$1.53M<0.1%+1,688+15.7%AddedHolders
Q1 202610,774$1.40M<0.1%+1,914+21.6%AddedHolders
Q4 20258,860$1.90M<0.1%+213+2.5%AddedHolders
Q3 20258,647$2.08M<0.1%+1,242+16.8%AddedHolders
Q2 20257,405$1.78M<0.1%−113−1.5%ReducedHolders
Q1 20257,518$1.76M<0.1%+7+0.1%AddedHolders
Q4 20247,511$1.94M<0.1%+1,658+28.3%AddedHolders
Q3 20245,853$1.43M<0.1%+308+5.6%AddedHolders
Q2 20245,545$1.24M<0.1%+1,485+36.6%AddedHolders
Q1 20244,060$1.11M<0.1%+245+6.4%AddedHolders
Q4 20233,815$1.05M<0.1%+393+11.5%AddedHolders
Q3 20233,422$735.2K<0.1%00.0%UnchangedHolders
Q2 20233,422$773.0K0.1%+26+0.8%AddedHolders
Q1 20233,396$701.4K0.1%00.0%UnchangedHolders
Q4 20223,396$568.3K0.1%+5+0.1%AddedHolders
Q3 20223,391$516.0K0.1%00.0%UnchangedHolders
Q2 20223,391$473.0K0.1%−1,014−23.0%ReducedHolders
Q1 20224,405$1.13M0.1%+2,314+110.7%AddedHolders
Q4 20212,091$571.0K0.1%00.0%UnchangedHolders
Q3 20212,091$523.0K0.1%00.0%UnchangedHolders
Q2 20212,091$499.0K0.1%+777+59.1%AddedHolders
Q1 20211,314$326.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.