No Street GP LP’s Workday WDAY Stock Holding History

No Street GP LP’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	–	Sell	-200,000	Closed	-$26M	–	36
2026 Q1	$26M	Buy	+200,000	New	+$31.7M	1.73%	25

Other funds holding WDAY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

No Street GP LP's WDAY Position: Q2 2026 in Review

No Street GP LP sold out of Workday (WDAY) in Q2 2026, closing a stake of 200,000 shares — an estimated $26M sold.

No Street GP LP first reported a position in WDAY in Q1 2026 and held it in 1 quarter. The position peaked at $26M in Q1 2026. 914 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

No Street GP LP reported no remaining Workday position as of Q2 2026 after selling out during the quarter.
No Street GP LP sold 200,000 Workday shares in Q2 2026, an estimated $26M.
No Street GP LP first reported a position in Workday in Q1 2026 and held it in 1 quarter.
No Street GP LP's Workday position peaked at $26M in Q1 2026.
914 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on No Street GP LP's 13F filing for Q2 2026, filed 14 Aug 2026.