Polen Capital Management
WDAY icon

Polen Capital Management’s Workday WDAY Stock Holding History

Polen 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
2026
Q1 		– Sell
-10,782
Closed -$2.32M – 295
2025
Q4 		$2.32M Sell
10,782
-1,851,489
-99% -$421M 0.01% 83
2025
Q3 		$448M Sell
1,862,271
-1,709,659
-48% -$395M 1.46% 27
2025
Q2 		$857M Sell
3,571,930
-372,576
-9% -$90.8M 2.63% 20
2025
Q1 		$921M Sell
3,944,506
-343,117
-8% -$87.6M 2.89% 17
2024
Q4 		$1.11B Sell
4,287,623
-514,903
-11% -$132M 2.99% 17
2024
Q3 		$1.17B Buy
4,802,526
+1,373,625
+40% +$324M 3.03% 17
2024
Q2 		$767M Sell
3,428,901
-253,205
-7% -$61M 1.92% 19
2024
Q1 		$1B Sell
3,682,106
-86,687
-2% -$24.7M 2.32% 17
2023
Q4 		$1.04B Sell
3,768,793
-181,527
-5% -$43.2M 2.51% 17
2023
Q3 		$849M Buy
3,950,320
+78,352
+2% +$18.2M 2.23% 18
2023
Q2 		$875M Buy
+3,871,968
New +$776M 2.17% 19

Other funds holding WDAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Polen Capital Management's WDAY Position: Q1 2026 in Review

Polen Capital Management sold out of Workday (WDAY) in Q1 2026, closing a stake of 10,782 shares — an estimated $2.32M sold.

Polen Capital Management first reported a position in WDAY in Q2 2023 and held it in 11 quarters. The position peaked at $1.17B in Q3 2024. 940 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Polen Capital Management reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 10,782 Workday shares in Q1 2026, an estimated $2.32M.
  • Polen Capital Management first reported a position in Workday in Q2 2023 and held it in 11 quarters.
  • Polen Capital Management's Workday position peaked at $1.17B in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.