Grafton Street Partners’s Workday WDAY Stock Holding History

Grafton Street Partners’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	-82,468	Closed	-$17.7M	–	13
2025 Q4	$17.7M	Hold	82,468	–	–	8.67%	7
2025 Q3	$19.9M	Buy	82,468 +4,558	+6%	+$1.05M	10.7%	7
2025 Q2	$18.7M	Buy	77,910 +7,040	+10%	+$1.71M	11.81%	5
2025 Q1	$16.6M	Hold	70,870	–	–	12.72%	4
2024 Q4	$18.3M	Buy	70,870 +52,770	+292%	+$13.5M	13.3%	3
2024 Q3	$4.42M	Buy	+18,100	New	+$4.27M	3.51%	12

Other funds holding WDAY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Grafton Street Partners's WDAY Position: Q1 2026 in Review

Grafton Street Partners sold out of Workday (WDAY) in Q1 2026, closing a stake of 82,468 shares — an estimated $17.7M sold.

Grafton Street Partners first reported a position in WDAY in Q3 2024 and held it in 6 quarters. The position peaked at $19.9M in Q3 2025. 941 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Grafton Street Partners reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Grafton Street Partners sold 82,468 Workday shares in Q1 2026, an estimated $17.7M.
Grafton Street Partners first reported a position in Workday in Q3 2024 and held it in 6 quarters.
Grafton Street Partners's Workday position peaked at $19.9M in Q3 2025.
941 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Grafton Street Partners's 13F filing for Q1 2026, filed 15 May 2026.