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Freshford Capital Management’s Workday WDAY Stock Holding History

Freshford 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
Q1 		– Sell
-26,731
Closed -$5.74M – 24
2025
Q4 		$5.74M Sell
26,731
-38,917
-59% -$8.84M 2.3% 15
2025
Q3 		$15.8M Sell
65,648
-111,306
-63% -$25.7M 4.35% 12
2025
Q2 		$42.5M Buy
176,954
+22,590
+15% +$5.5M 9.84% 1
2025
Q1 		$36M Buy
154,364
+42,576
+38% +$10.9M 9.81% 2
2024
Q4 		$28.8M Buy
+111,788
New +$28.6M 8.22% 6

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Freshford Capital Management's WDAY Position: Q1 2026 in Review

Freshford Capital Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 26,731 shares — an estimated $5.74M sold.

Freshford Capital Management first reported a position in WDAY in Q4 2024 and held it in 5 quarters. The position peaked at $42.5M in Q2 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Freshford Capital Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Freshford Capital Management sold 26,731 Workday shares in Q1 2026, an estimated $5.74M.
  • Freshford Capital Management first reported a position in Workday in Q4 2024 and held it in 5 quarters.
  • Freshford Capital Management's Workday position peaked at $42.5M in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Freshford Capital Management's 13F filing for Q1 2026, filed 15 May 2026.