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Sirios Capital Management’s Workday WDAY Stock Holding History

Sirios 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
2025
Q3 		– Sell
-5,405
Closed -$1.3M – 73
2025
Q2 		$1.3M Sell
5,405
-3,232
-37% -$787K 0.19% 52
2025
Q1 		$2.02M Sell
8,637
-3,795
-31% -$969K 0.36% 44
2024
Q4 		$3.21M Sell
12,432
-411
-3% -$105K 0.58% 34
2024
Q3 		$3.14M Sell
12,843
-228
-2% -$53.8K 0.56% 37
2024
Q2 		$2.92M Buy
13,071
+4,125
+46% +$993K 0.51% 41
2024
Q1 		$2.44M Buy
8,946
+29
+0.3% +$8.26K 0.46% 38
2023
Q4 		$2.46M Sell
8,917
-29,182
-77% -$6.95M 0.5% 40
2023
Q3 		$8.19M Buy
38,099
+1,323
+4% +$307K 1.55% 27
2023
Q2 		$8.31M Sell
36,776
-39,194
-52% -$7.85M 1.43% 29
2023
Q1 		$15.7M Sell
75,970
-2,767
-4% -$503K 2.77% 10
2022
Q4 		$13.2M Buy
+78,737
New +$12.3M 2.43% 16

Other funds holding WDAY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sirios Capital Management's WDAY Position: Q3 2025 in Review

Sirios Capital Management sold out of Workday (WDAY) in Q3 2025, closing a stake of 5,405 shares — an estimated $1.3M sold.

Sirios Capital Management first reported a position in WDAY in Q4 2022 and held it in 11 quarters. The position peaked at $15.7M in Q1 2023. 1,096 funds tracked by Wall St. Rank hold WDAY as of Q3 2025.

  • Sirios Capital Management reported no remaining Workday position as of Q3 2025 after selling out during the quarter.
  • Sirios Capital Management sold 5,405 Workday shares in Q3 2025, an estimated $1.3M.
  • Sirios Capital Management first reported a position in Workday in Q4 2022 and held it in 11 quarters.
  • Sirios Capital Management's Workday position peaked at $15.7M in Q1 2023.
  • 1,096 funds tracked by Wall St. Rank held Workday as of Q3 2025.

Based on Sirios Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.