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Fernbridge Capital Management’s Workday WDAY Stock Holding History

Fernbridge Capital 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
2026
Q2 		$123M Sell
1,008,623
-94,449
-9% -$12M 9.04% 4
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fernbridge Capital Management's WDAY Position: Q2 2026 in Review

Fernbridge Capital Management reduced its Workday (WDAY) stake by 8.6% in Q2 2026, selling an estimated $12M and leaving 1,008,623 shares worth $123M. The position accounts for 9.04% of the portfolio, ranked #4.

Fernbridge Capital Management first reported a position in WDAY in Q4 2020 and has held it in 23 quarters since. The position peaked at $333M in Q3 2025. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Fernbridge Capital Management held 1,008,623 shares of Workday worth $123M as of Q2 2026.
  • Fernbridge Capital Management sold 94,449 Workday shares in Q2 2026, an estimated $12M.
  • Workday made up 9.04% of Fernbridge Capital Management's portfolio in Q2 2026, its #4 holding.
  • Fernbridge Capital Management first reported a position in Workday in Q4 2020 and has held it in 23 quarters since.
  • Fernbridge Capital Management's Workday position peaked at $333M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Fernbridge Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.