Crow's Nest Holdings’s Workday WDAY Stock Holding History

Crow's Nest Holdings’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
2024 Q4	–	Sell	-150,000	Closed	-$36.7M	–	10
2024 Q3	$36.7M	Sell	150,000 -120,000	-44%	-$28.3M	6.77%	8
2024 Q2	$60.4M	Buy	270,000 +35,000	+15%	+$8.43M	13.57%	2
2024 Q1	$64.1M	Hold	235,000	–	–	12.35%	3
2023 Q4	$64.9M	Sell	235,000 -50,000	-18%	-$11.9M	14.46%	2
2023 Q3	$61.2M	Sell	285,000 -40,200	-12%	-$9.32M	15.57%	3
2023 Q2	$73.5M	Sell	325,200 -26,500	-8%	-$5.31M	17.41%	2
2023 Q1	$72.6M	Sell	351,700 -27,000	-7%	-$4.91M	20.05%	1
2022 Q4	$63.4M	Hold	378,700	–	–	21.02%	2
2022 Q3	$57.6M	Sell	378,700 -23,500	-6%	-$3.68M	20.88%	2
2022 Q2	$56.1M	Buy	402,200 +117,300	+41%	+$21.3M	20.06%	3
2022 Q1	$68.2M	Buy	284,900 +224,200	+369%	+$53.4M	17.21%	1
2021 Q4	$16.6M	Buy	+60,700	New	+$16.9M	12.82%	3

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

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crow's Nest Holdings's WDAY Position: Q4 2024 in Review

Crow's Nest Holdings sold out of Workday (WDAY) in Q4 2024, closing a stake of 150,000 shares — an estimated $36.7M sold.

Crow's Nest Holdings first reported a position in WDAY in Q4 2021 and held it in 12 quarters. The position peaked at $73.5M in Q2 2023. 1,131 funds tracked by Wall St. Rank hold WDAY as of Q4 2024.

Crow's Nest Holdings reported no remaining Workday position as of Q4 2024 after selling out during the quarter.
Crow's Nest Holdings sold 150,000 Workday shares in Q4 2024, an estimated $36.7M.
Crow's Nest Holdings first reported a position in Workday in Q4 2021 and held it in 12 quarters.
Crow's Nest Holdings's Workday position peaked at $73.5M in Q2 2023.
1,131 funds tracked by Wall St. Rank held Workday as of Q4 2024.

Based on Crow's Nest Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.