Contour Asset Management’s Workday WDAY Stock Holding History

Contour 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
2019 Q1	–	Sell	-86,100	Closed	-$13.7M	–	40
2018 Q4	$13.7M	Hold	86,100	–	–	1.25%	25
2018 Q3	$12.6M	Hold	86,100	–	–	0.44%	38
2018 Q2	$10.4M	Sell	86,100 -170,400	-66%	-$21.8M	0.43%	35
2018 Q1	$32.6M	Hold	256,500	–	–	1.68%	28
2017 Q4	$26.1M	Hold	256,500	–	–	1.45%	21
2017 Q3	$27M	Sell	256,500 -60,900	-19%	-$6.28M	1.52%	23
2017 Q2	$30.8M	Sell	317,400 -19,900	-6%	-$1.86M	1.86%	23
2017 Q1	$28.1M	Sell	337,300 -52,200	-13%	-$4.33M	1.85%	23
2016 Q4	$25.7M	Buy	+389,500	New	+$31.4M	1.83%	22

Other funds holding WDAY

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Contour Asset Management's WDAY Position: Q1 2026 in Review

Contour Asset Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 857,075 shares — an estimated $184M sold.

Contour Asset Management first reported a position in WDAY in Q2 2013 and held it in 26 quarters. The position peaked at $271M in Q4 2021. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Contour Asset Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Contour Asset Management sold 857,075 Workday shares in Q1 2026, an estimated $184M.
Contour Asset Management first reported a position in Workday in Q2 2013 and held it in 26 quarters.
Contour Asset Management's Workday position peaked at $271M in Q4 2021.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Contour Asset Management's 13F filing for Q1 2026, filed 15 May 2026.