Bloom Tree Partners’s Workday WDAY Stock Holding History

Bloom Tree 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
2023 Q2	$12.9M	Sell	57,208 -21,251	-27%	-$4.26M	6.02%	7
2023 Q1	$16.2M	Sell	78,459 -28,716	-27%	-$5.22M	7.88%	3
2022 Q4	$17.9M	Hold	107,175	–	–	9.47%	1
2022 Q3	$16.3M	Sell	107,175 -39,752	-27%	-$6.22M	6.08%	5
2022 Q2	$20.5M	Buy	146,927 +8,570	+6%	+$1.56M	4.81%	6
2022 Q1	$33.1M	Buy	138,357 +2,616	+2%	+$623K	5.24%	4
2021 Q4	$37.1M	Sell	135,741 -913	-0.7%	-$253K	4.95%	5
2021 Q3	$34.1M	Sell	136,654 -24,514	-15%	-$6.07M	4.07%	7
2021 Q2	$38.5M	Buy	161,168 +20,641	+15%	+$4.96M	4.05%	8
2021 Q1	$34.9M	Buy	140,527 +3,790	+3%	+$936K	2.86%	13
2020 Q4	$32.8M	Buy	+136,737	New	+$30.7M	2.28%	23

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Bloom Tree Partners's WDAY Position: Q2 2023 in Review

Bloom Tree Partners reduced its Workday (WDAY) stake by 27% in Q2 2023, selling an estimated $4.26M and leaving 57,208 shares worth $12.9M. The position accounts for 6.02% of the portfolio, ranked #7.

Bloom Tree Partners first reported a position in WDAY in Q4 2020 and has held it in 11 quarters since. The position peaked at $38.5M in Q2 2021. 898 funds tracked by Wall St. Rank hold WDAY as of Q2 2023.

Bloom Tree Partners held 57,208 shares of Workday worth $12.9M as of Q2 2023.
Bloom Tree Partners sold 21,251 Workday shares in Q2 2023, an estimated $4.26M.
Workday made up 6.02% of Bloom Tree Partners's portfolio in Q2 2023, its #7 holding.
Bloom Tree Partners first reported a position in Workday in Q4 2020 and has held it in 11 quarters since.
Bloom Tree Partners's Workday position peaked at $38.5M in Q2 2021.
898 funds tracked by Wall St. Rank held Workday as of Q2 2023.

Based on Bloom Tree Partners's 13F filing for Q2 2023, filed 11 Aug 2023.