Bares Capital Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128M | Sell |
532,835
-37,998
| -7% | -$9.12M | 12.41% | 4 |
|
|
2025
Q1 | $133M | Sell |
570,833
-52,752
| -8% | -$12.3M | 15.65% | 3 |
|
|
2024
Q4 | $161M | Sell |
623,585
-28,547
| -4% | -$7.37M | 14.48% | 4 |
|
|
2024
Q3 | $159M | Sell |
652,132
-503,543
| -44% | -$123M | 14.51% | 3 |
|
|
2024
Q2 | $258M | Buy |
1,155,675
+30,719
| +3% | +$6.87M | 12.43% | 3 |
|
|
2024
Q1 | $307M | Sell |
1,124,956
-223,511
| -17% | -$61M | 12.18% | 4 |
|
|
2023
Q4 | $372M | Sell |
1,348,467
-291,075
| -18% | -$80.4M | 14.61% | 1 |
|
|
2023
Q3 | $352M | Sell |
1,639,542
-468,585
| -22% | -$101M | 15.05% | 1 |
|
|
2023
Q2 | $476M | Sell |
2,108,127
-121,223
| -5% | -$27.4M | 16.47% | 1 |
|
|
2023
Q1 | $460M | Sell |
2,229,350
-148,961
| -6% | -$30.8M | 16.3% | 1 |
|
|
2022
Q4 | $398M | Sell |
2,378,311
-8,944
| -0.4% | -$1.5M | 15.15% | 2 |
|
|
2022
Q3 | $363M | Sell |
2,387,255
-17,018
| -0.7% | -$2.59M | 14.17% | 1 |
|
|
2022
Q2 | $336M | Buy |
2,404,273
+62,580
| +3% | +$8.73M | 12.27% | 2 |
|
|
2022
Q1 | $561M | Sell |
2,341,693
-168,270
| -7% | -$40.3M | 13.05% | 2 |
|
|
2021
Q4 | $686M | Sell |
2,509,963
-117,826
| -4% | -$32.2M | 13.71% | 2 |
|
|
2021
Q3 | $657M | Buy |
2,627,789
+7,617
| +0.3% | +$1.9M | 11.78% | 3 |
|
|
2021
Q2 | $626M | Sell |
2,620,172
-80,658
| -3% | -$19.3M | 11.13% | 4 |
|
|
2021
Q1 | $671M | Sell |
2,700,830
-36,400
| -1% | -$9.04M | 12.55% | 3 |
|
|
2020
Q4 | $656M | Sell |
2,737,230
-17,956
| -0.7% | -$4.3M | 12.13% | 3 |
|
|
2020
Q3 | $593M | Sell |
2,755,186
-94,052
| -3% | -$20.2M | 12.51% | 3 |
|
|
2020
Q2 | $534M | Sell |
2,849,238
-182,427
| -6% | -$34.2M | 13.18% | 3 |
|
|
2020
Q1 | $395M | Buy |
3,031,665
+573,757
| +23% | +$74.7M | 14.23% | 1 |
|
|
2019
Q4 | $404M | Buy |
2,457,908
+409,763
| +20% | +$67.4M | 11.34% | 1 |
|
|
2019
Q3 | $348M | Buy |
2,048,145
+214,493
| +12% | +$36.5M | 10.45% | 2 |
|
|
2019
Q2 | $377M | Buy |
1,833,652
+2,003
| +0.1% | +$412K | 10.33% | 3 |
|
|
2019
Q1 | $353M | Sell |
1,831,649
-90,831
| -5% | -$17.5M | 9.93% | 3 |
|
|
2018
Q4 | $307M | Buy |
1,922,480
+153,440
| +9% | +$24.5M | 9.32% | 2 |
|
|
2018
Q3 | $258M | Buy |
1,769,040
+1,765,806
| +54,601% | +$258M | 7.24% | 5 |
|
|
2018
Q2 | $392K | Buy |
+3,234
| New | +$392K | 0.01% | 18 |
|