Eagle Capital Management (New York)’s Workday WDAY Stock Holding History

Eagle Capital Management (New York)’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
2026 Q2	$1.39B	Buy	11,323,681 +2,616,675	+30%	+$331M	4.23%	11
2026 Q1	$1.13B	Buy	8,707,006 +1,131,638	+15%	+$180M	3.79%	11
2025 Q4	$1.63B	Sell	7,575,368 -88,934	-1%	-$20.2M	5.07%	6
2025 Q3	$1.85B	Buy	7,664,302 +1,915,069	+33%	+$443M	5.87%	5
2025 Q2	$1.38B	Buy	5,749,233 +251,294	+5%	+$61.2M	4.55%	9
2025 Q1	$1.28B	Sell	5,497,939 -13,120	-0.2%	-$3.35M	4.68%	8
2024 Q4	$1.42B	Buy	5,511,059 +1,539,964	+39%	+$393M	5.19%	6
2024 Q3	$971M	Buy	3,971,095 +1,055,729	+36%	+$249M	3.61%	13
2024 Q2	$652M	Buy	+2,915,366	New	+$702M	2.42%	21

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eagle Capital Management (New York)'s WDAY Position: Q2 2026 in Review

Eagle Capital Management (New York) increased its Workday (WDAY) stake by 30% in Q2 2026, buying an estimated $331M and bringing the position to 11,323,681 shares worth $1.39B. The position accounts for 4.23% of the portfolio, ranked #11.

Eagle Capital Management (New York) first reported a position in WDAY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.85B in Q3 2025. 911 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Eagle Capital Management (New York) held 11,323,681 shares of Workday worth $1.39B as of Q2 2026.
Eagle Capital Management (New York) bought 2,616,675 Workday shares in Q2 2026, an estimated $331M.
Workday made up 4.23% of Eagle Capital Management (New York)'s portfolio in Q2 2026, its #11 holding.
Eagle Capital Management (New York) first reported a position in Workday in Q2 2024 and has held it in 9 quarters since.
Eagle Capital Management (New York)'s Workday position peaked at $1.85B in Q3 2025.
911 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.