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Meritage Group’s Workday WDAY Stock Holding History

Meritage Group’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 		$211M Buy
1,623,022
+10,499
+0.7% +$1.67M 7.96% 8
2025
Q4 		$346M Buy
1,612,523
+123,270
+8% +$28M 10.77% 5
2025
Q3 		$359M Buy
1,489,253
+206,821
+16% +$47.8M 10.24% 5
2025
Q2 		$308M Sell
1,282,432
-8,700
-0.7% -$2.12M 8.43% 5
2025
Q1 		$302M Hold
1,291,132
– – 8.29% 5
2024
Q4 		$333M Hold
1,291,132
– – 7.94% 4
2024
Q3 		$316M Buy
1,291,132
+2,735
+0.2% +$646K 7.37% 6
2024
Q2 		$288M Buy
1,288,397
+11,038
+0.9% +$2.66M 7.32% 7
2024
Q1 		$348M Buy
1,277,359
+275,883
+28% +$78.5M 8.21% 3
2023
Q4 		$276M Sell
1,001,476
-170,943
-15% -$40.7M 6.36% 7
2023
Q3 		$252M Sell
1,172,419
-224,089
-16% -$52M 5.98% 5
2023
Q2 		$315M Sell
1,396,508
-543,311
-28% -$109M 8.79% 4
2023
Q1 		$401M Buy
1,939,819
+10,360
+0.5% +$1.88M 12.12% 2
2022
Q4 		$323M Sell
1,929,459
-384,851
-17% -$60M 11.13% 4
2022
Q3 		$352M Buy
2,314,310
+405,768
+21% +$63.5M 10.56% 2
2022
Q2 		$266M Buy
1,908,542
+786,869
+70% +$143M 7.69% 7
2022
Q1 		$269M Sell
1,121,673
-30
-0% -$7.15K 4.18% 9
2021
Q4 		$306M Buy
1,121,703
+3,642
+0.3% +$1.01M 5.2% 8
2021
Q3 		$279M Sell
1,118,061
-19,292
-2% -$4.78M 5.51% 8
2021
Q2 		$272M Sell
1,137,353
-3,002
-0.3% -$722K 5.09% 9
2021
Q1 		$283M Buy
1,140,355
+222
+0% +$54.8K 5.43% 9
2020
Q4 		$273M Buy
1,140,133
+262,800
+30% +$59M 5.35% 8
2020
Q3 		$189M Buy
877,333
+44,180
+5% +$8.74M 3.59% 12
2020
Q2 		$156M Buy
+833,153
New +$135M 3.3% 13

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

Meritage Group's WDAY Position: Q1 2026 in Review

Meritage Group increased its Workday (WDAY) stake by 0.65% in Q1 2026, buying an estimated $1.67M and bringing the position to 1,623,022 shares worth $211M. The position accounts for 7.96% of the portfolio, ranked #8.

Meritage Group first reported a position in WDAY in Q2 2020 and has held it in 24 quarters since. The position peaked at $401M in Q1 2023. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Meritage Group held 1,623,022 shares of Workday worth $211M as of Q1 2026.
  • Meritage Group bought 10,499 Workday shares in Q1 2026, an estimated $1.67M.
  • Workday made up 7.96% of Meritage Group's portfolio in Q1 2026, its #8 holding.
  • Meritage Group first reported a position in Workday in Q2 2020 and has held it in 24 quarters since.
  • Meritage Group's Workday position peaked at $401M in Q1 2023.
  • 935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Meritage Group's 13F filing for Q1 2026, filed 14 May 2026.