Kodai Capital Management’s Workday WDAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$34.6M Buy
148,168
+138,460
+1,426% +$32.3M 1.37% 22
2024
Q4
$2.5M Buy
+9,708
New +$2.5M 0.1% 99
2024
Q3
Sell
-184,351
Closed -$41.2M 195
2024
Q2
$41.2M Sell
184,351
-65,831
-26% -$14.7M 0.78% 42
2024
Q1
$68.2M Sell
250,182
-61,323
-20% -$16.7M 1.59% 21
2023
Q4
$86M Buy
+311,505
New +$86M 1.75% 14