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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Governors Lane's WDAY Position: Q4 2025 in Review

Governors Lane sold out of Workday (WDAY) in Q4 2025, closing a stake of 23,000 shares — an estimated $5.54M sold.

Governors Lane first reported a position in WDAY in Q3 2021 and held it in 15 quarters. The position peaked at $49.8M in Q1 2023. 1,094 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

  • Governors Lane reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
  • Governors Lane sold 23,000 Workday shares in Q4 2025, an estimated $5.54M.
  • Governors Lane first reported a position in Workday in Q3 2021 and held it in 15 quarters.
  • Governors Lane's Workday position peaked at $49.8M in Q1 2023.
  • 1,094 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on Governors Lane's 13F filing for Q4 2025, filed 17 Feb 2026.