Select Equity Group’s Workday WDAY Stock Holding History

Select Equity Group’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	$84.8M	Sell	652,998 -74,711	-10%	-$11.9M	0.43%	52
2025 Q4	$156M	Sell	727,709 -589	-0.1%	-$134K	0.67%	37
2025 Q3	$175M	Buy	728,298 +59,291	+9%	+$13.7M	0.72%	42
2025 Q2	$161M	Buy	669,007 +158,888	+31%	+$38.7M	0.67%	40
2025 Q1	$119M	Buy	510,119 +15,476	+3%	+$3.95M	0.51%	51
2024 Q4	$128M	Buy	494,643 +93,958	+23%	+$24M	0.51%	51
2024 Q3	$97.9M	Buy	400,685 +255,768	+176%	+$60.4M	0.35%	57
2024 Q2	$32.4M	Sell	144,917 -1,918	-1%	-$462K	0.13%	88
2024 Q1	$40M	Sell	146,835 -84,339	-36%	-$24M	0.14%	87
2023 Q4	$63.8M	Sell	231,174 -86,488	-27%	-$20.6M	0.23%	69
2023 Q3	$68.2M	Sell	317,662 -5,300	-2%	-$1.23M	0.28%	67
2023 Q2	$73M	Buy	322,962 +32,594	+11%	+$6.53M	0.27%	70
2023 Q1	$60M	Buy	290,368 +98,859	+52%	+$18M	0.21%	73
2022 Q4	$32M	Buy	+191,509	New	+$29.9M	0.12%	96

Other funds holding WDAY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Select Equity Group's WDAY Position: Q1 2026 in Review

Select Equity Group reduced its Workday (WDAY) stake by 10% in Q1 2026, selling an estimated $11.9M and leaving 652,998 shares worth $84.8M. The position accounts for 0.43% of the portfolio, ranked #52.

Select Equity Group first reported a position in WDAY in Q4 2022 and has held it in 14 quarters since. The position peaked at $175M in Q3 2025. 935 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Select Equity Group held 652,998 shares of Workday worth $84.8M as of Q1 2026.
Select Equity Group sold 74,711 Workday shares in Q1 2026, an estimated $11.9M.
Workday made up 0.43% of Select Equity Group's portfolio in Q1 2026, its #52 holding.
Select Equity Group first reported a position in Workday in Q4 2022 and has held it in 14 quarters since.
Select Equity Group's Workday position peaked at $175M in Q3 2025.
935 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.