Fernbridge Capital Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
Other funds holding WDAY
VCM
VPM
GIM
Fernbridge Capital Management's WDAY Position: Q1 2026 in Review
Fernbridge Capital Management reduced its Workday (WDAY) stake by 22% in Q1 2026, selling an estimated $48.1M and leaving 1,103,072 shares worth $143M. The position accounts for 9.18% of the portfolio, ranked #4.
Fernbridge Capital Management first reported a position in WDAY in Q4 2020 and has held it in 22 quarters since. The position peaked at $333M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.
- Fernbridge Capital Management held 1,103,072 shares of Workday worth $143M as of Q1 2026.
- Fernbridge Capital Management sold 303,078 Workday shares in Q1 2026, an estimated $48.1M.
- Workday made up 9.18% of Fernbridge Capital Management's portfolio in Q1 2026, its #4 holding.
- Fernbridge Capital Management first reported a position in Workday in Q4 2020 and has held it in 22 quarters since.
- Fernbridge Capital Management's Workday position peaked at $333M in Q3 2025.
- 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.
Based on Fernbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.