Polen Capital Management’s Workday WDAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857M | Sell |
3,571,930
-372,576
| -9% | -$89.4M | 2.63% | 20 |
|
|
2025
Q1 | $921M | Sell |
3,944,506
-343,117
| -8% | -$80.1M | 2.89% | 17 |
|
|
2024
Q4 | $1.11B | Sell |
4,287,623
-514,903
| -11% | -$133M | 2.99% | 17 |
|
|
2024
Q3 | $1.17B | Buy |
4,802,526
+1,373,625
| +40% | +$336M | 3.03% | 17 |
|
|
2024
Q2 | $767M | Sell |
3,428,901
-253,205
| -7% | -$56.6M | 1.92% | 19 |
|
|
2024
Q1 | $1B | Sell |
3,682,106
-86,687
| -2% | -$23.6M | 2.32% | 17 |
|
|
2023
Q4 | $1.04B | Sell |
3,768,793
-181,527
| -5% | -$50.1M | 2.51% | 17 |
|
|
2023
Q3 | $849M | Buy |
3,950,320
+78,352
| +2% | +$16.8M | 2.23% | 18 |
|
|
2023
Q2 | $875M | Buy |
+3,871,968
| New | +$875M | 2.17% | 19 |
|