HMI Capital Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178M | Sell |
743,085
-4,000
| -0.5% | -$960K | 10.12% | 6 |
|
|
2025
Q1 | $174M | Hold |
747,085
| – | – | 9.5% | 7 |
|
|
2024
Q4 | $193M | Buy |
747,085
+69,050
| +10% | +$17.8M | 9.68% | 7 |
|
|
2024
Q3 | $166M | Sell |
678,035
-300,965
| -31% | -$73.6M | 6.86% | 8 |
|
|
2024
Q2 | $219M | Buy |
979,000
+489,300
| +100% | +$109M | 8.33% | 7 |
|
|
2024
Q1 | $134M | Buy |
489,700
+57,000
| +13% | +$15.5M | 4.91% | 10 |
|
|
2023
Q4 | $119M | Hold |
432,700
| – | – | 5.18% | 10 |
|
|
2023
Q3 | $93M | Buy |
432,700
+148,400
| +52% | +$31.9M | 3.57% | 11 |
|
|
2023
Q2 | $64.2M | Buy |
+284,300
| New | +$64.2M | 2.28% | 13 |
|