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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
Q1 		$80M Buy
+615,670
New +$97.7M 19.61% 1

Other funds holding WDAY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Lead Edge Capital Management's WDAY Position: Q1 2026 in Review

Lead Edge Capital Management opened a new position in Workday (WDAY) in Q1 2026: 615,670 shares worth $80M. The stake represents 19.61% of the portfolio and ranks #1 among its holdings.

935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Lead Edge Capital Management held 615,670 shares of Workday worth $80M as of Q1 2026.
  • Workday was a new Lead Edge Capital Management position in Q1 2026.
  • Workday made up 19.61% of Lead Edge Capital Management's portfolio in Q1 2026, its #1 holding.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Lead Edge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.