RDST Capital’s Workday WDAY Stock Holding History

RDST Capital’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 Q4	–	Sell	-199,545	Closed	-$48M	–	22
2025 Q3	$48M	Sell	199,545 -44,545	-18%	-$10.3M	4.52%	15
2025 Q2	$58.6M	Buy	244,090 +11,555	+5%	+$2.81M	5.85%	9
2025 Q1	$54.3M	Buy	232,535 +49,565	+27%	+$12.6M	7.72%	5
2024 Q4	$47.2M	Buy	182,970 +59,605	+48%	+$15.2M	6.7%	5
2024 Q3	$30.2M	Buy	123,365 +14,085	+13%	+$3.33M	6.8%	8
2024 Q2	$24.4M	Buy	+109,280	New	+$26.3M	6.43%	9

Other funds holding WDAY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

RDST Capital's WDAY Position: Q4 2025 in Review

RDST Capital sold out of Workday (WDAY) in Q4 2025, closing a stake of 199,545 shares — an estimated $48M sold.

RDST Capital first reported a position in WDAY in Q2 2024 and held it in 6 quarters. The position peaked at $58.6M in Q2 2025. 1,095 funds tracked by Wall St. Rank hold WDAY as of Q4 2025.

RDST Capital reported no remaining Workday position as of Q4 2025 after selling out during the quarter.
RDST Capital sold 199,545 Workday shares in Q4 2025, an estimated $48M.
RDST Capital first reported a position in Workday in Q2 2024 and held it in 6 quarters.
RDST Capital's Workday position peaked at $58.6M in Q2 2025.
1,095 funds tracked by Wall St. Rank held Workday as of Q4 2025.

Based on RDST Capital's 13F filing for Q4 2025, filed 17 Feb 2026.