Sapient Capital’s Workday WDAY Stock Holding History

Sapient 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
2026 Q2	$13M	Buy	+106,557	New	+$13.5M	0.17%	69
2026 Q1	–	Sell	-1,822	Closed	-$395K	–	483
2025 Q4	$395K	Sell	1,822 -663	-27%	-$151K	0.01%	302
2025 Q3	$616K	Sell	2,485 -75,319	-97%	-$17.4M	0.01%	238
2025 Q2	$18.7M	Buy	77,804 +343	+0.4%	+$83.6K	0.33%	55
2025 Q1	$18.1M	Buy	77,461 +483	+0.6%	+$123K	0.36%	58
2024 Q4	$19.9M	Sell	76,978 -1,007	-1%	-$257K	0.38%	53
2024 Q3	$19.1M	Buy	77,985 +7,101	+10%	+$1.68M	0.38%	52
2024 Q2	$15.8M	Buy	70,884 +15,016	+27%	+$3.62M	0.33%	60
2024 Q1	$15.2M	Buy	55,868 +807	+1%	+$230K	0.34%	61
2023 Q4	$15.2M	Buy	+55,061	New	+$13.1M	0.39%	58

Other funds holding WDAY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sapient Capital's WDAY Position: Q2 2026 in Review

Sapient Capital opened a new position in Workday (WDAY) in Q2 2026: 106,557 shares worth $13M. The stake represents 0.17% of the portfolio and ranks #69 among its holdings. This is a return to the name: Sapient Capital previously reported a position in WDAY as recently as Q4 2025.

Sapient Capital first reported a position in WDAY in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.9M in Q4 2024. 908 funds tracked by Wall St. Rank hold WDAY as of Q2 2026.

Sapient Capital held 106,557 shares of Workday worth $13M as of Q2 2026.
Workday was a new Sapient Capital position in Q2 2026.
Workday made up 0.17% of Sapient Capital's portfolio in Q2 2026, its #69 holding.
Sapient Capital first reported a position in Workday in Q4 2023 and has held it in 10 quarters since.
Sapient Capital's Workday position peaked at $19.9M in Q4 2024.
908 funds tracked by Wall St. Rank held Workday as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.