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Lead Edge Capital Management’s Workday WDAY Stock Holding History

Lead Edge 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 		$76.4M Buy
623,867
+8,197
+1% +$1.04M 13.88% 2
2026
Q1 		$80M Buy
+615,670
New +$97.7M 19.61% 1

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

Lead Edge Capital Management's WDAY Position: Q2 2026 in Review

Lead Edge Capital Management increased its Workday (WDAY) stake by 1.3% in Q2 2026, buying an estimated $1.04M and bringing the position to 623,867 shares worth $76.4M. The position accounts for 13.88% of the portfolio, ranked #2.

Lead Edge Capital Management first reported a position in WDAY in Q1 2026 and has held it in 2 quarters since. The position peaked at $80M in Q1 2026. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

  • Lead Edge Capital Management held 623,867 shares of Workday worth $76.4M as of Q2 2026.
  • Lead Edge Capital Management bought 8,197 Workday shares in Q2 2026, an estimated $1.04M.
  • Workday made up 13.88% of Lead Edge Capital Management's portfolio in Q2 2026, its #2 holding.
  • Lead Edge Capital Management first reported a position in Workday in Q1 2026 and has held it in 2 quarters since.
  • Lead Edge Capital Management's Workday position peaked at $80M in Q1 2026.
  • 914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

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