First Manhattan’s Workday WDAY Stock Holding History

First Manhattan’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	$78.3M	Buy	+639,339	New	+$81M	0.2%	62
2025 Q4	–	Sell	-2,215	Closed	-$533K	–	763
2025 Q3	$533K	Sell	2,215 -336	-13%	-$77.7K	﹤0.01%	536
2025 Q2	$612K	Buy	+2,551	New	+$621K	﹤0.01%	495
2024 Q2	–	Sell	-3	Closed	-$1.09K	–	1332
2024 Q1	$1.09K	Hold	3	–	–	﹤0.01%	1328
2023 Q4	$1.1K	Buy	3 +1	+50%	+$238	﹤0.01%	1325
2023 Q3	$429	Sell	2 -309	-99%	-$71.7K	﹤0.01%	1383
2023 Q2	$70.3K	Buy	311 +131	+73%	+$26.2K	﹤0.01%	826
2023 Q1	$37.2K	Buy	+180	New	+$32.8K	﹤0.01%	978

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

First Manhattan's WDAY Position: Q2 2026 in Review

First Manhattan opened a new position in Workday (WDAY) in Q2 2026: 639,339 shares worth $78.3M. The stake represents 0.2% of the portfolio and ranks #62 among its holdings. This is a return to the name: First Manhattan previously reported a position in WDAY as recently as Q3 2025.

First Manhattan first reported a position in WDAY in Q1 2023 and has held it in 8 quarters since. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

First Manhattan held 639,339 shares of Workday worth $78.3M as of Q2 2026.
Workday was a new First Manhattan position in Q2 2026.
Workday made up 0.2% of First Manhattan's portfolio in Q2 2026, its #62 holding.
First Manhattan first reported a position in Workday in Q1 2023 and has held it in 8 quarters since.
914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.