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

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Hudson Value Partners's WDAY Position: Q2 2024 in Review

Hudson Value Partners sold out of Workday (WDAY) in Q2 2024, closing a stake of 5,160 shares — an estimated $1.41M sold.

Hudson Value Partners first reported a position in WDAY in Q4 2020 and held it in 14 quarters. The position peaked at $1.42M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold WDAY as of Q2 2024.

Hudson Value Partners reported no remaining Workday position as of Q2 2024 after selling out during the quarter.
Hudson Value Partners sold 5,160 Workday shares in Q2 2024, an estimated $1.41M.
Hudson Value Partners first reported a position in Workday in Q4 2020 and held it in 14 quarters.
Hudson Value Partners's Workday position peaked at $1.42M in Q4 2021.
1,042 funds tracked by Wall St. Rank held Workday as of Q2 2024.

Based on Hudson Value Partners's 13F filing for Q2 2024, filed 29 Jul 2024.