John Overdeck’s Workday WDAY Stock Holding History

John Overdeck’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 Q2	$661K	Buy	5,400 +1,400	+35%	+$177K	﹤0.01%	3934
2026 Q1	$520K	Buy	+4,000	New	+$635K	﹤0.01%	3726
2022 Q1	–	Sell	-1,000	Closed	-$273K	–	4435
2021 Q4	$273K	Hold	1,000	–	–	﹤0.01%	3703
2021 Q3	$250K	Sell	1,000 -16,000	-94%	-$3.96M	﹤0.01%	3802
2021 Q2	$4.06M	Sell	17,000 -15,000	-47%	-$3.61M	0.01%	1325
2021 Q1	$7.95M	Buy	32,000 +28,000	+700%	+$6.92M	0.02%	812
2020 Q4	$958K	Sell	4,000 -1,000	-20%	-$225K	﹤0.01%	2046
2020 Q3	$1.08M	Sell	5,000 -1,300	-21%	-$257K	﹤0.01%	1703
2020 Q2	$1.18M	Sell	6,300 -4,800	-43%	-$776K	0.01%	1433
2020 Q1	$1.45M	Sell	11,100 -1,400	-11%	-$236K	0.01%	1164
2019 Q4	$2.06M	Sell	12,500 -82,200	-87%	-$13.6M	0.01%	1564
2019 Q3	$16.1M	Buy	94,700 +79,400	+519%	+$15.3M	0.05%	406
2019 Q2	$3.15M	Buy	15,300 +3,300	+28%	+$666K	0.01%	1153
2019 Q1	$2.31M	Sell	12,000 -5,000	-29%	-$909K	0.01%	1338
2018 Q4	$2.71M	Sell	17,000 -25,300	-60%	-$3.58M	0.01%	1085
2018 Q3	$6.17M	Buy	+42,300	New	+$5.88M	0.02%	854
2017 Q3	–	Sell	-5,000	Closed	-$485K	–	3241
2017 Q2	$485K	Buy	5,000 +2,000	+67%	+$187K	﹤0.01%	2358
2017 Q1	$250K	Buy	+3,000	New	+$249K	﹤0.01%	2640
2016 Q3	–	Sell	-3,000	Closed	-$224K	–	3414
2016 Q2	$224K	Sell	3,000 -4,000	-57%	-$305K	﹤0.01%	2691
2016 Q1	$538K	Buy	7,000 +4,000	+133%	+$265K	﹤0.01%	2009
2015 Q4	$239K	Sell	3,000 -1,000	-25%	-$80K	﹤0.01%	2371
2015 Q3	$275K	Buy	+4,000	New	+$309K	﹤0.01%	1826

Other funds holding WDAY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's WDAY Position: Q2 2026 in Review

John Overdeck reduced its Workday (WDAY) stake by 45% in Q2 2026, selling an estimated $14.5M and leaving 140,173 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #1156.

John Overdeck first reported a position in WDAY in Q2 2013 and has held it in 47 quarters since. The position peaked at $177M in Q3 2024. 908 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

John Overdeck held 140,173 shares of Workday worth $17.2M as of Q2 2026.
John Overdeck sold 114,475 Workday shares in Q2 2026, an estimated $14.5M.
Workday made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1156 holding.
John Overdeck first reported a position in Workday in Q2 2013 and has held it in 47 quarters since.
John Overdeck's Workday position peaked at $177M in Q3 2024.
908 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.