Newfound Research’s Workday WDAY Stock Holding History

Newfound Research’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
2022 Q2	–	Sell	-380	Closed	-$91K	–	153
2022 Q1	$91K	Buy	380 +108	+40%	+$25.7K	0.12%	106
2021 Q4	$74K	Buy	+272	New	+$75.5K	0.09%	114
2021 Q1	–	Sell	-458	Closed	-$110K	–	156
2020 Q4	$110K	Buy	+458	New	+$103K	0.28%	72

Other funds holding WDAY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Newfound Research's WDAY Position: Q2 2022 in Review

Newfound Research sold out of Workday (WDAY) in Q2 2022, closing a stake of 380 shares — an estimated $91K sold.

Newfound Research first reported a position in WDAY in Q4 2020 and held it in 3 quarters. The position peaked at $110K in Q4 2020. 770 funds tracked by Wall St. Rank hold WDAY as of Q2 2022.

Newfound Research reported no remaining Workday position as of Q2 2022 after selling out during the quarter.
Newfound Research sold 380 Workday shares in Q2 2022, an estimated $91K.
Newfound Research first reported a position in Workday in Q4 2020 and held it in 3 quarters.
Newfound Research's Workday position peaked at $110K in Q4 2020.
770 funds tracked by Wall St. Rank held Workday as of Q2 2022.

Based on Newfound Research's 13F filing for Q2 2022, filed 15 Jul 2022.