Orbis Allan Gray’s Workday WDAY Stock Holding History

Orbis Allan Gray’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	-481,784	Closed	-$124M	–	88
2024 Q4	$124M	Buy	+481,784	New	+$123M	0.67%	34

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

Orbis Allan Gray's WDAY Position: Q1 2025 in Review

Orbis Allan Gray sold out of Workday (WDAY) in Q1 2025, closing a stake of 481,784 shares — an estimated $124M sold.

Orbis Allan Gray first reported a position in WDAY in Q4 2024 and held it in 1 quarter. The position peaked at $124M in Q4 2024. 1,143 funds tracked by Wall St. Rank hold WDAY as of Q1 2025.

Orbis Allan Gray reported no remaining Workday position as of Q1 2025 after selling out during the quarter.
Orbis Allan Gray sold 481,784 Workday shares in Q1 2025, an estimated $124M.
Orbis Allan Gray first reported a position in Workday in Q4 2024 and held it in 1 quarter.
Orbis Allan Gray's Workday position peaked at $124M in Q4 2024.
1,143 funds tracked by Wall St. Rank held Workday as of Q1 2025.

Based on Orbis Allan Gray's 13F filing for Q1 2025, filed 15 May 2025.