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Governors Lane’s Workday WDAY Stock Holding History

Governors Lane’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 		$22.9M Buy
+186,926
New +$23.7M 1.91% 9
2025
Q4 		– Sell
-23,000
Closed -$5.54M – 190
2025
Q3 		$5.54M Buy
+23,000
New +$5.32M 0.42% 55
2025
Q2 		– Sell
-60,000
Closed -$14M – 144
2025
Q1 		$14M Buy
+60,000
New +$15.3M 1.59% 20
2024
Q4 		– Sell
-64,505
Closed -$15.8M – 77
2024
Q3 		$15.8M Sell
64,505
-85,300
-57% -$20.1M 1.22% 30
2024
Q2 		$33.5M Buy
149,805
+2,100
+1% +$506K 2.81% 10
2024
Q1 		$40.3M Buy
147,705
+37,700
+34% +$10.7M 3.42% 8
2023
Q4 		$30.4M Buy
110,005
+3,544
+3% +$844K 3.06% 7
2023
Q3 		$22.9M Sell
106,461
-58,100
-35% -$13.5M 3.65% 10
2023
Q2 		$37.2M Sell
164,561
-76,639
-32% -$15.4M 5.11% 4
2023
Q1 		$49.8M Buy
241,200
+39,200
+19% +$7.13M 6.31% 1
2022
Q4 		$33.8M Buy
202,000
+57,400
+40% +$8.95M 3.48% 5
2022
Q3 		$22M Buy
144,600
+76,700
+113% +$12M 1.86% 8
2022
Q2 		$9.48M Sell
67,900
-58,860
-46% -$10.7M 0.76% 34
2022
Q1 		$30.4M Buy
126,760
+70,332
+125% +$16.8M 2.2% 9
2021
Q4 		$15.4M Buy
56,428
+32,028
+131% +$8.89M 0.95% 20
2021
Q3 		$6.1M Buy
+24,400
New +$6.04M 0.41% 73

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

Governors Lane's WDAY Position: Q2 2026 in Review

Governors Lane opened a new position in Workday (WDAY) in Q2 2026: 186,926 shares worth $22.9M. The stake represents 1.91% of the portfolio and ranks #9 among its holdings. This is a return to the name: Governors Lane previously reported a position in WDAY as recently as Q3 2025.

Governors Lane first reported a position in WDAY in Q3 2021 and has held it in 16 quarters since. The position peaked at $49.8M in Q1 2023. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Governors Lane held 186,926 shares of Workday worth $22.9M as of Q2 2026.
  • Workday was a new Governors Lane position in Q2 2026.
  • Workday made up 1.91% of Governors Lane's portfolio in Q2 2026, its #9 holding.
  • Governors Lane first reported a position in Workday in Q3 2021 and has held it in 16 quarters since.
  • Governors Lane's Workday position peaked at $49.8M in Q1 2023.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Governors Lane's 13F filing for Q2 2026, filed 14 Aug 2026.