Palestra Capital Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,464
| Closed | -$5.98M | – | 43 |
|
|
2024
Q3 | $5.98M | Buy |
+24,464
| New | +$5.98M | 0.2% | 34 |
|
|
2023
Q3 | – | Sell |
-283,791
| Closed | -$64.1M | – | 32 |
|
|
2023
Q2 | $64.1M | Sell |
283,791
-91,043
| -24% | -$20.6M | 3.17% | 19 |
|
|
2023
Q1 | $77.4M | Sell |
374,834
-396,634
| -51% | -$81.9M | 4.16% | 11 |
|
|
2022
Q4 | $129M | Sell |
771,468
-256,329
| -25% | -$42.9M | 7.09% | 5 |
|
|
2022
Q3 | $156M | Sell |
1,027,797
-214,491
| -17% | -$32.6M | 7.36% | 4 |
|
|
2022
Q2 | $173M | Buy |
1,242,288
+237,959
| +24% | +$33.2M | 8.2% | 6 |
|
|
2022
Q1 | $240M | Buy |
1,004,329
+179,779
| +22% | +$43M | 7.49% | 5 |
|
|
2021
Q4 | $225M | Sell |
824,550
-237,785
| -22% | -$65M | 6.52% | 6 |
|
|
2021
Q3 | $265M | Buy |
1,062,335
+429,530
| +68% | +$107M | 5.63% | 5 |
|
|
2021
Q2 | $151M | Buy |
+632,805
| New | +$151M | 3.25% | 15 |
|