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Ardmore Road Asset Management’s Workday WDAY Stock Holding History

Ardmore Road Asset Management’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 		$25.6M Buy
209,450
+91,150
+77% +$11.5M 1.51% 29
2026
Q1 		$15.4M Buy
+118,300
New +$18.8M 1.01% 42

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ardmore Road Asset Management's WDAY Position: Q2 2026 in Review

Ardmore Road Asset Management increased its Workday (WDAY) stake by 77% in Q2 2026, buying an estimated $11.5M and bringing the position to 209,450 shares worth $25.6M. The position accounts for 1.51% of the portfolio, ranked #29.

Ardmore Road Asset Management first reported a position in WDAY in Q1 2026 and has held it in 2 quarters since. 908 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Ardmore Road Asset Management held 209,450 shares of Workday worth $25.6M as of Q2 2026.
  • Ardmore Road Asset Management bought 91,150 Workday shares in Q2 2026, an estimated $11.5M.
  • Workday made up 1.51% of Ardmore Road Asset Management's portfolio in Q2 2026, its #29 holding.
  • Ardmore Road Asset Management first reported a position in Workday in Q1 2026 and has held it in 2 quarters since.
  • 908 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.