Fernbridge Capital Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $143M | Sell |
1,103,072
-303,078
| -22% | -$48.1M | 9.18% | 4 |
|
|
2025
Q4 | $302M | Buy |
1,406,150
+23,857
| +2% | +$5.42M | 14.83% | 2 |
|
|
2025
Q3 | $333M | Buy |
1,382,293
+140,913
| +11% | +$32.6M | 16.22% | 2 |
|
|
2025
Q2 | $298M | Buy |
1,241,380
+458,598
| +59% | +$112M | 14.19% | 3 |
|
|
2025
Q1 | $183M | Buy |
782,782
+21,486
| +3% | +$5.48M | 10.14% | 4 |
|
|
2024
Q4 | $196M | Buy |
761,296
+341,918
| +82% | +$87.3M | 10.3% | 3 |
|
|
2024
Q3 | $103M | Buy |
419,378
+103,129
| +33% | +$24.4M | 6.29% | 5 |
|
|
2024
Q2 | $70.7M | Buy |
316,249
+118,868
| +60% | +$28.6M | 4.7% | 9 |
|
|
2024
Q1 | $53.8M | Buy |
197,381
+37,001
| +23% | +$10.5M | 4.13% | 11 |
|
|
2023
Q4 | $44.3M | Sell |
160,380
-61,062
| -28% | -$14.5M | 3.75% | 11 |
|
|
2023
Q3 | $47.6M | Sell |
221,442
-13,884
| -6% | -$3.22M | 4.59% | 9 |
|
|
2023
Q2 | $53.2M | Sell |
235,326
-36,349
| -13% | -$7.28M | 5.27% | 5 |
|
|
2023
Q1 | $56.1M | Sell |
271,675
-110,389
| -29% | -$20.1M | 6.32% | 5 |
|
|
2022
Q4 | $63.9M | Sell |
382,064
-139,899
| -27% | -$21.8M | 9.19% | 4 |
|
|
2022
Q3 | $79.5M | Buy |
521,963
+250,182
| +92% | +$39.2M | 10.89% | 2 |
|
|
2022
Q2 | $37.9M | Sell |
271,781
-309,704
| -53% | -$56.3M | 5.47% | 7 |
|
|
2022
Q1 | $139M | Buy |
581,485
+111,850
| +24% | +$26.7M | 14.37% | 2 |
|
|
2021
Q4 | $128M | Buy |
469,635
+6,017
| +1% | +$1.67M | 12.79% | 2 |
|
|
2021
Q3 | $116M | Buy |
463,618
+153,857
| +50% | +$38.1M | 14.1% | 1 |
|
|
2021
Q2 | $74M | Buy |
309,761
+231,353
| +295% | +$55.6M | 9.02% | 5 |
|
|
2021
Q1 | $19.5M | Buy |
78,408
+23,953
| +44% | +$5.92M | 2.6% | 12 |
|
|
2020
Q4 | $13M | Buy |
+54,455
| New | +$12.2M | 2.17% | 15 |
|
Other funds holding WDAY
VCM
VPM
GIM
