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Junto Capital Management’s Workday WDAY Stock Holding History

Junto Capital Management’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 		$45M Buy
+367,587
New +$46.6M 0.79% 51
2025
Q1 		– Sell
-143,428
Closed -$37M – 114
2024
Q4 		$37M Buy
+143,428
New +$36.6M 0.72% 56
2024
Q3 		– Sell
-173,137
Closed -$38.7M – 113
2024
Q2 		$38.7M Buy
+173,137
New +$41.7M 0.79% 51
2024
Q1 		– Sell
-53,548
Closed -$14.8M – 104
2023
Q4 		$14.8M Sell
53,548
-99,714
-65% -$23.7M 0.33% 72
2023
Q3 		$32.9M Buy
153,262
+52,158
+52% +$12.1M 0.78% 53
2023
Q2 		$22.8M Buy
101,104
+30,931
+44% +$6.2M 0.58% 57
2023
Q1 		$14.5M Buy
70,173
+32,512
+86% +$5.92M 0.4% 76
2022
Q4 		$6.3M Sell
37,661
-394,106
-91% -$61.5M 0.18% 82
2022
Q3 		$65.7M Buy
431,767
+327,659
+315% +$51.3M 1.83% 16
2022
Q2 		$14.5M Sell
104,108
-429,307
-80% -$78M 0.43% 64
2022
Q1 		$128M Buy
533,415
+110,248
+26% +$26.3M 3.51% 2
2021
Q4 		$116M Buy
423,167
+67,576
+19% +$18.8M 2.97% 5
2021
Q3 		$88.9M Buy
355,591
+266,723
+300% +$66M 2.8% 8
2021
Q2 		$21.2M Sell
88,868
-7,959
-8% -$1.91M 0.68% 53
2021
Q1 		$24.1M Buy
+96,827
New +$23.9M 0.87% 44
2020
Q1 		– Sell
-148,850
Closed -$24.5M – 60
2019
Q4 		$24.5M Buy
+148,850
New +$24.7M 1.15% 33

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Junto Capital Management's WDAY Position: Q2 2026 in Review

Junto Capital Management opened a new position in Workday (WDAY) in Q2 2026: 367,587 shares worth $45M. The stake represents 0.79% of the portfolio and ranks #51 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in WDAY as recently as Q4 2024.

Junto Capital Management first reported a position in WDAY in Q4 2019 and has held it in 16 quarters since. The position peaked at $128M in Q1 2022. 911 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Junto Capital Management held 367,587 shares of Workday worth $45M as of Q2 2026.
  • Workday was a new Junto Capital Management position in Q2 2026.
  • Workday made up 0.79% of Junto Capital Management's portfolio in Q2 2026, its #51 holding.
  • Junto Capital Management first reported a position in Workday in Q4 2019 and has held it in 16 quarters since.
  • Junto Capital Management's Workday position peaked at $128M in Q1 2022.
  • 911 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.