Hudson Value Partners’s Workday WDAY Stock Holding History

Hudson Value 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
2024 Q2	–	Sell	-5,160	Closed	-$1.41M	–	100
2024 Q1	$1.41M	Buy	5,160 +25	+0.5%	+$7.12K	0.6%	44
2023 Q4	$1.42M	Buy	5,135 +40	+0.8%	+$9.52K	0.66%	48
2023 Q3	$1.09M	Buy	5,095 +50	+1%	+$11.6K	0.57%	54
2023 Q2	$1.14M	Sell	5,045 -200	-4%	-$40.1K	0.58%	53
2023 Q1	$1.08M	Sell	5,245 -45	-0.9%	-$8.19K	0.62%	49
2022 Q4	$885K	Hold	5,290	–	–	0.54%	55
2022 Q3	$805K	Hold	5,290	–	–	0.54%	53
2022 Q2	$738K	Hold	5,290	–	–	0.47%	56
2022 Q1	$1.27M	Buy	5,290 +85	+2%	+$20.3K	0.65%	48
2021 Q4	$1.42M	Sell	5,205 -40	-0.8%	-$11.1K	0.69%	44
2021 Q3	$1.31M	Buy	5,245 +160	+3%	+$39.6K	0.72%	45
2021 Q2	$1.21M	Buy	5,085 +25	+0.5%	+$6.01K	0.67%	44
2021 Q1	$1.26M	Sell	5,060 -25	-0.5%	-$6.18K	0.76%	40
2020 Q4	$1.21M	Buy	+5,085	New	+$1.14M	0.81%	36

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Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return