Light Street Capital Management’s Workday WDAY Stock Holding History

Light Street 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	–	Sell	-44,768	Closed	-$11.6M	–	31
2024 Q4	$11.6M	Buy	+44,768	New	+$11.4M	2.12%	20
2023 Q1	–	Sell	-65,144	Closed	-$10.9M	–	34
2022 Q4	$10.9M	Buy	+65,144	New	+$10.2M	4.06%	14
2020 Q2	–	Sell	-103,950	Closed	-$13.5M	–	53
2020 Q1	$13.5M	Buy	+103,950	New	+$17.5M	0.71%	41
2014 Q3	–	Sell	-25,000	Closed	-$2.25M	–	42
2014 Q2	$2.25M	Sell	25,000 -16,435	-40%	-$1.29M	0.31%	41
2014 Q1	$3.79M	Sell	41,435 -28,565	-41%	-$2.72M	0.69%	30
2013 Q4	$5.82M	Buy	70,000 +6,313	+10%	+$498K	1.2%	29
2013 Q3	$5.15M	Sell	63,687 -36,313	-36%	-$2.65M	1.62%	24
2013 Q2	$6.41M	Buy	+100,000	New	+$6.28M	2.74%	17

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Light Street Capital Management's WDAY Position: Q1 2025 in Review

Light Street Capital Management sold out of Workday (WDAY) in Q1 2025, closing a stake of 44,768 shares — an estimated $11.6M sold.

Light Street Capital Management first reported a position in WDAY in Q2 2013 and held it in 8 quarters. The position peaked at $13.5M in Q1 2020. 1,144 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

Light Street Capital Management reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
Light Street Capital Management sold 44,768 Workday shares in Q1 2025, an estimated $11.6M.
Light Street Capital Management first reported a position in Workday in Q2 2013 and held it in 8 quarters.
Light Street Capital Management's Workday position peaked at $13.5M in Q1 2020.
1,144 funds tracked by Wall St. Rank held Workday as of Q1 2025.

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