Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Workday Inc cl a shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Workday Inc cl a (WDAY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Workday Inc cl a

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All positions including Workday Inc cl a held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $591k 4.8k 122.42

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr U S Equity Factr (LRGF)
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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Workday Inc cl a

BlackRock
Vanguard Capital Management
Hotchkis and Wiley Capital Management
Eagle Capital Management
Vanguard Portfolio Management
State Street Corporation
First Eagle Investment Management
Invesco
Geode Capital Management
Goldman Sachs Group
Fil
Susquehanna International
Pictet Asset Management Holding SA
Morgan Stanley
Citigroup

View all funds holding Workday Inc cl a