Antipodes Partners’s Workday WDAY Stock Holding History

Antipodes Partners’s Portfolio WDAY Stock Details WDAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.4M	Sell	158,768 -465,543	-75%	-$59M	0.36%	54
2026 Q1	$81.1M	Buy	624,311 +434,653	+229%	+$69M	1.56%	30
2025 Q4	$40.7M	Buy	189,658 +48,132	+34%	+$10.9M	0.86%	39
2025 Q3	$34.1M	Sell	141,526 -183,533	-56%	-$42.4M	0.76%	40
2025 Q2	$78M	Buy	+325,059	New	+$79.2M	2.42%	18
2025 Q1	–	Sell	-71,115	Closed	-$18.4M	–	115
2024 Q4	$18.4M	Sell	71,115 -323,860	-82%	-$82.7M	0.64%	35
2024 Q3	$96.5M	Buy	+394,975	New	+$93.3M	3.35%	9

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Antipodes Partners's WDAY Position: Q2 2026 in Review

Antipodes Partners reduced its Workday (WDAY) stake by 75% in Q2 2026, selling an estimated $59M and leaving 158,768 shares worth $19.4M. The position accounts for 0.36% of the portfolio, ranked #54.

Antipodes Partners first reported a position in WDAY in Q3 2024 and has held it in 7 quarters since. The position peaked at $96.5M in Q3 2024. 911 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Antipodes Partners held 158,768 shares of Workday worth $19.4M as of Q2 2026.
Antipodes Partners sold 465,543 Workday shares in Q2 2026, an estimated $59M.
Workday made up 0.36% of Antipodes Partners's portfolio in Q2 2026, its #54 holding.
Antipodes Partners first reported a position in Workday in Q3 2024 and has held it in 7 quarters since.
Antipodes Partners's Workday position peaked at $96.5M in Q3 2024.
911 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.