Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

WDAY holding history

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

WDAY overview All 13F holders of WDAY Full Q2 2026 holdings

Shares (Q2 2026): 16,125
Value: $1.97M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WDAY by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,125	$1.97M	0.1%	−13,047−44.7%	Reduced	Holders
Q1 2026	29,172	$3.79M	0.3%	−42,426−59.3%	Reduced	Holders
Q4 2025	71,598	$15.4M	1.1%	−9,963−12.2%	Reduced	Holders
Q3 2025	81,561	$19.6M	1.5%	−12,626−13.4%	Reduced	Holders
Q2 2025	94,187	$22.6M	1.8%	+940+1.0%	Added	Holders
Q1 2025	93,247	$21.8M	2.0%	+1,781+1.9%	Added	Holders
Q4 2024	91,466	$23.6M	2.1%	+538+0.6%	Added	Holders
Q3 2024	90,928	$22.2M	2.0%	−9,536−9.5%	Reduced	Holders
Q2 2024	100,464	$22.5M	2.1%	+5,026+5.3%	Added	Holders
Q1 2024	95,438	$26.0M	2.6%	+4,890+5.4%	Added	Holders
Q4 2023	90,548	$25.0M	2.8%	+1,277+1.4%	Added	Holders
Q3 2023	89,271	$19.2M	2.6%	−1,090−1.2%	Reduced	Holders
Q2 2023	90,361	$20.4M	2.6%	+430.0%	Added	Holders
Q1 2023	90,318	$18.7M	2.6%	+2,150+2.4%	Added	Holders
Q4 2022	88,168	$14.8M	2.3%	−1,182−1.3%	Reduced	Holders
Q3 2022	89,350	$13.6M	2.3%	−830−0.9%	Reduced	Holders
Q2 2022	90,180	$12.6M	2.1%	−130.0%	Reduced	Holders
Q1 2022	90,193	$21.6M	2.8%	+510+0.6%	Added	Holders
Q4 2021	89,683	$24.5M	2.8%	−2,333−2.5%	Reduced	Holders
Q3 2021	92,016	$23.0M	2.8%	−7,565−7.6%	Reduced	Holders
Q2 2021	99,581	$23.8M	2.9%	+1,496+1.5%	Added	Holders
Q1 2021	98,085	$24.4M	3.5%	–	–	Holders

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