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Kodai Capital Management’s Workday WDAY Stock Holding History

Kodai 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
2025
Q1 		$34.6M Buy
148,168
+138,460
+1,426% +$35.3M 1.37% 22
2024
Q4 		$2.5M Buy
+9,708
New +$2.48M 0.1% 99
2024
Q3 		– Sell
-184,351
Closed -$41.2M – 196
2024
Q2 		$41.2M Sell
184,351
-65,831
-26% -$15.8M 0.78% 42
2024
Q1 		$68.2M Sell
250,182
-61,323
-20% -$17.5M 1.59% 21
2023
Q4 		$86M Buy
+311,505
New +$74.2M 1.75% 14

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Kodai Capital Management's WDAY Position: Q1 2025 in Review

Kodai Capital Management increased its Workday (WDAY) stake by 1,426% in Q1 2025, buying an estimated $35.3M and bringing the position to 148,168 shares worth $34.6M. The position accounts for 1.37% of the portfolio, ranked #22.

Kodai Capital Management first reported a position in WDAY in Q4 2023 and has held it in 5 quarters since. The position peaked at $86M in Q4 2023. 1,146 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

  • Kodai Capital Management held 148,168 shares of Workday worth $34.6M as of Q1 2025.
  • Kodai Capital Management bought 138,460 Workday shares in Q1 2025, an estimated $35.3M.
  • Workday made up 1.37% of Kodai Capital Management's portfolio in Q1 2025, its #22 holding.
  • Kodai Capital Management first reported a position in Workday in Q4 2023 and has held it in 5 quarters since.
  • Kodai Capital Management's Workday position peaked at $86M in Q4 2023.
  • 1,146 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.