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Bares Capital Management’s Workday WDAY Stock Holding History

Bares Capital 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
2025
Q3 		$143M Buy
593,755
+60,920
+11% +$14.1M 13.19% 3
2025
Q2 		$128M Sell
532,835
-37,998
-7% -$9.26M 12.41% 4
2025
Q1 		$133M Sell
570,833
-52,752
-8% -$13.5M 15.65% 3
2024
Q4 		$161M Sell
623,585
-28,547
-4% -$7.29M 14.48% 4
2024
Q3 		$159M Sell
652,132
-503,543
-44% -$119M 14.51% 3
2024
Q2 		$258M Buy
1,155,675
+30,719
+3% +$7.4M 12.43% 3
2024
Q1 		$307M Sell
1,124,956
-223,511
-17% -$63.6M 12.18% 4
2023
Q4 		$372M Sell
1,348,467
-291,075
-18% -$69.3M 14.61% 1
2023
Q3 		$352M Sell
1,639,542
-468,585
-22% -$109M 15.05% 1
2023
Q2 		$476M Sell
2,108,127
-121,223
-5% -$24.3M 16.47% 1
2023
Q1 		$460M Sell
2,229,350
-148,961
-6% -$27.1M 16.3% 1
2022
Q4 		$398M Sell
2,378,311
-8,944
-0.4% -$1.39M 15.15% 2
2022
Q3 		$363M Sell
2,387,255
-17,018
-0.7% -$2.66M 14.17% 1
2022
Q2 		$336M Buy
2,404,273
+62,580
+3% +$11.4M 12.27% 2
2022
Q1 		$561M Sell
2,341,693
-168,270
-7% -$40.1M 13.05% 2
2021
Q4 		$686M Sell
2,509,963
-117,826
-4% -$32.7M 13.71% 2
2021
Q3 		$657M Buy
2,627,789
+7,617
+0.3% +$1.89M 11.78% 3
2021
Q2 		$626M Sell
2,620,172
-80,658
-3% -$19.4M 11.13% 4
2021
Q1 		$671M Sell
2,700,830
-36,400
-1% -$8.99M 12.55% 3
2020
Q4 		$656M Sell
2,737,230
-17,956
-0.7% -$4.03M 12.13% 3
2020
Q3 		$593M Sell
2,755,186
-94,052
-3% -$18.6M 12.51% 3
2020
Q2 		$534M Sell
2,849,238
-182,427
-6% -$29.5M 13.18% 3
2020
Q1 		$395M Buy
3,031,665
+573,757
+23% +$96.7M 14.23% 1
2019
Q4 		$404M Buy
2,457,908
+409,763
+20% +$68M 11.34% 1
2019
Q3 		$348M Buy
2,048,145
+214,493
+12% +$41.4M 10.45% 2
2019
Q2 		$377M Buy
1,833,652
+2,003
+0.1% +$404K 10.33% 3
2019
Q1 		$353M Sell
1,831,649
-90,831
-5% -$16.5M 9.93% 3
2018
Q4 		$307M Buy
1,922,480
+153,440
+9% +$21.7M 9.32% 2
2018
Q3 		$258M Buy
1,769,040
+1,765,806
+54,601% +$245M 7.24% 5
2018
Q2 		$392K Buy
+3,234
New +$414K 0.01% 18

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bares Capital Management's WDAY Position: Q3 2025 in Review

Bares Capital Management increased its Workday (WDAY) stake by 11% in Q3 2025, buying an estimated $14.1M and bringing the position to 593,755 shares worth $143M. The position accounts for 13.19% of the portfolio, ranked #3.

Bares Capital Management first reported a position in WDAY in Q2 2018 and has held it in 30 quarters since. The position peaked at $686M in Q4 2021. 1,096 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Bares Capital Management held 593,755 shares of Workday worth $143M as of Q3 2025.
  • Bares Capital Management bought 60,920 Workday shares in Q3 2025, an estimated $14.1M.
  • Workday made up 13.19% of Bares Capital Management's portfolio in Q3 2025, its #3 holding.
  • Bares Capital Management first reported a position in Workday in Q2 2018 and has held it in 30 quarters since.
  • Bares Capital Management's Workday position peaked at $686M in Q4 2021.
  • 1,096 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Bares Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.