Keenan Capital’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.8M | Buy |
337,241
+18,000
| +6% | +$2.86M | 9.25% | 8 |
|
|
2025
Q4 | $68.6M | Buy |
319,241
+26,960
| +9% | +$6.13M | 12.49% | 4 |
|
|
2025
Q3 | $70.4M | Buy |
292,281
+48,000
| +20% | +$11.1M | 13.73% | 2 |
|
|
2025
Q2 | $58.6M | Hold |
244,281
| – | – | 13.69% | 4 |
|
|
2025
Q1 | $57M | Hold |
244,281
| – | – | 13.12% | 3 |
|
|
2024
Q4 | $63M | Buy |
244,281
+30,102
| +14% | +$7.69M | 12.73% | 3 |
|
|
2024
Q3 | $52.3M | Hold |
214,179
| – | – | 11.58% | 5 |
|
|
2024
Q2 | $47.9M | Buy |
214,179
+23,000
| +12% | +$5.54M | 11.72% | 4 |
|
|
2024
Q1 | $52.3M | Sell |
191,179
-9,000
| -4% | -$2.56M | 13.38% | 3 |
|
|
2023
Q4 | $55.3M | Sell |
200,179
-101,000
| -34% | -$24M | 13.02% | 2 |
|
|
2023
Q3 | $64.7M | Sell |
301,179
-43,000
| -12% | -$9.97M | 11.42% | 4 |
|
|
2023
Q2 | $77.7M | Hold |
344,179
| – | – | 13.93% | 2 |
|
|
2023
Q1 | $71.1M | Hold |
344,179
| – | – | 12.9% | 2 |
|
|
2022
Q4 | $57.6M | Buy |
344,179
+13,000
| +4% | +$2.03M | 11.55% | 4 |
|
|
2022
Q3 | $50.4M | Buy |
331,179
+18,722
| +6% | +$2.93M | 9.58% | 5 |
|
|
2022
Q2 | $43.6M | Buy |
312,457
+123,000
| +65% | +$22.3M | 8.3% | 8 |
|
|
2022
Q1 | $45.4M | Buy |
189,457
+55,000
| +41% | +$13.1M | 6.35% | 10 |
|
|
2021
Q4 | $36.7M | Hold |
134,457
| – | – | 4.64% | 13 |
|
|
2021
Q3 | $33.6M | Buy |
134,457
+7,557
| +6% | +$1.87M | 4.66% | 13 |
|
|
2021
Q2 | $30.3M | Hold |
126,900
| – | – | 4.15% | 12 |
|
|
2021
Q1 | $31.5M | Hold |
126,900
| – | – | 5.24% | 11 |
|
|
2020
Q4 | $30.4M | Hold |
126,900
| – | – | 4.92% | 11 |
|
|
2020
Q3 | $27.3M | Hold |
126,900
| – | – | 5.48% | 8 |
|
|
2020
Q2 | $23.8M | Buy |
126,900
+39,600
| +45% | +$6.4M | 4.69% | 11 |
|
|
2020
Q1 | $11.4M | Buy |
87,300
+57,300
| +191% | +$9.65M | 3.1% | 12 |
|
|
2019
Q4 | $4.93M | Hold |
30,000
| – | – | 1.62% | 13 |
|
|
2019
Q3 | $5.1M | Hold |
30,000
| – | – | 1.85% | 13 |
|
|
2019
Q2 | $6.17M | Hold |
30,000
| – | – | 2.47% | 11 |
|
|
2019
Q1 | $5.79M | Hold |
30,000
| – | – | 2.52% | 11 |
|
|
2018
Q4 | $4.79M | Hold |
30,000
| – | – | 2.61% | 11 |
|
|
2018
Q3 | $4.38M | Hold |
30,000
| – | – | 1.97% | 13 |
|
|
2018
Q2 | $3.63M | Hold |
30,000
| – | – | 1.71% | 14 |
|
|
2018
Q1 | $3.81M | Hold |
30,000
| – | – | 2.23% | 13 |
|
|
2017
Q4 | $3.05M | Buy |
+30,000
| New | +$3.2M | 2.22% | 12 |
|
Other funds holding WDAY
VCM
VPM
GIM
Keenan Capital's WDAY Position: Q1 2026 in Review
Keenan Capital increased its Workday (WDAY) stake by 5.6% in Q1 2026, buying an estimated $2.86M and bringing the position to 337,241 shares worth $43.8M. The position accounts for 9.25% of the portfolio, ranked #8.
Keenan Capital first reported a position in WDAY in Q4 2017 and has held it in 34 quarters since. The position peaked at $77.7M in Q2 2023. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.
- Keenan Capital held 337,241 shares of Workday worth $43.8M as of Q1 2026.
- Keenan Capital bought 18,000 Workday shares in Q1 2026, an estimated $2.86M.
- Workday made up 9.25% of Keenan Capital's portfolio in Q1 2026, its #8 holding.
- Keenan Capital first reported a position in Workday in Q4 2017 and has held it in 34 quarters since.
- Keenan Capital's Workday position peaked at $77.7M in Q2 2023.
- 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.
Based on Keenan Capital's 13F filing for Q1 2026, filed 15 May 2026.