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North Peak Capital Management’s Workday WDAY Stock Holding History

North Peak 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
Q2 		– Sell
-294,717
Closed -$68.8M – 11
2025
Q1 		$68.8M Sell
294,717
-125,286
-30% -$32M 6.91% 7
2024
Q4 		$108M Sell
420,003
-156,342
-27% -$39.9M 14.36% 3
2024
Q3 		$141M Sell
576,345
-3,941
-0.7% -$931K 19.8% 2
2024
Q2 		$130M Buy
580,286
+31,173
+6% +$7.5M 15.24% 4
2024
Q1 		$150M Sell
549,113
-15,260
-3% -$4.34M 16.65% 2
2023
Q4 		$156M Sell
564,373
-165,260
-23% -$39.3M 16.37% 4
2023
Q3 		$157M Sell
729,633
-157,217
-18% -$36.5M 19.31% 2
2023
Q2 		$200M Sell
886,850
-12,202
-1% -$2.44M 22.97% 2
2023
Q1 		$186M Sell
899,052
-43,149
-5% -$7.85M 23.8% 3
2022
Q4 		$158M Sell
942,201
-55,000
-6% -$8.58M 23.26% 3
2022
Q3 		$152M Buy
997,201
+431,224
+76% +$67.5M 23.47% 3
2022
Q2 		$79M Sell
565,977
-7,365
-1% -$1.34M 11.08% 6
2022
Q1 		$137M Buy
573,342
+106,185
+23% +$25.3M 18.94% 3
2021
Q4 		$128M Sell
467,157
-74,390
-14% -$20.7M 13.85% 5
2021
Q3 		$135M Buy
541,547
+253,961
+88% +$62.9M 17.4% 3
2021
Q2 		$68.7M Sell
287,586
-198,375
-41% -$47.7M 13.31% 4
2021
Q1 		$121M Buy
485,961
+180,261
+59% +$44.5M 26.71% 2
2020
Q4 		$73.2M Buy
+305,700
New +$68.7M 13.1% 4

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

North Peak Capital Management's WDAY Position: Q2 2025 in Review

North Peak Capital Management sold out of Workday (WDAY) in Q2 2025, closing a stake of 294,717 shares — an estimated $68.8M sold.

North Peak Capital Management first reported a position in WDAY in Q4 2020 and held it in 18 quarters. The position peaked at $200M in Q2 2023. 1,140 funds tracked by Wall St. Rank hold WDAY as of Q2 2025.

  • North Peak Capital Management reported no remaining Workday position as of Q2 2025 after selling out during the quarter.
  • North Peak Capital Management sold 294,717 Workday shares in Q2 2025, an estimated $68.8M.
  • North Peak Capital Management first reported a position in Workday in Q4 2020 and held it in 18 quarters.
  • North Peak Capital Management's Workday position peaked at $200M in Q2 2023.
  • 1,140 funds tracked by Wall St. Rank held Workday as of Q2 2025.

Based on North Peak Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.