TenCore Partners’s Workday WDAY Stock Holding History

TenCore Partners’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	$6.36M	Sell	48,951 -17,220	-26%	-$2.73M	4.94%	10
2025 Q4	$14.2M	Hold	66,171	–	–	7.26%	6
2025 Q3	$15.9M	Hold	66,171	–	–	7.06%	6
2025 Q2	$15.9M	Hold	66,171	–	–	7.18%	6
2025 Q1	$15.5M	Buy	66,171 +2,870	+5%	+$732K	8.12%	5
2024 Q4	$16.3M	Sell	63,301 -6,350	-9%	-$1.62M	8.06%	5
2024 Q3	$17M	Sell	69,651 -13,685	-16%	-$3.23M	8.05%	6
2024 Q2	$18.6M	Buy	83,336 +4,480	+6%	+$1.08M	7.17%	6
2024 Q1	$21.5M	Sell	78,856 -5,736	-7%	-$1.63M	6.67%	6
2023 Q4	$23.4M	Sell	84,592 -18,218	-18%	-$4.34M	6.93%	7
2023 Q3	$22.1M	Sell	102,810 -6,380	-6%	-$1.48M	6.17%	7
2023 Q2	$24.7M	Buy	+109,190	New	+$21.9M	6.06%	8
2021 Q3	–	Sell	-39,300	Closed	-$9.38M	–	17
2021 Q2	$9.38M	Hold	39,300	–	–	1.35%	14
2021 Q1	$9.76M	Sell	39,300 -13,700	-26%	-$3.38M	1.74%	13
2020 Q4	$12.7M	Hold	53,000	–	–	2.45%	11
2020 Q3	$11.4M	Hold	53,000	–	–	2.51%	10
2020 Q2	$9.93M	Buy	+53,000	New	+$8.57M	2.46%	11

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

TenCore Partners's WDAY Position: Q1 2026 in Review

TenCore Partners reduced its Workday (WDAY) stake by 26% in Q1 2026, selling an estimated $2.73M and leaving 48,951 shares worth $6.36M. The position accounts for 4.94% of the portfolio, ranked #10.

TenCore Partners first reported a position in WDAY in Q2 2020 and has held it in 17 quarters since. The position peaked at $24.7M in Q2 2023. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

TenCore Partners held 48,951 shares of Workday worth $6.36M as of Q1 2026.
TenCore Partners sold 17,220 Workday shares in Q1 2026, an estimated $2.73M.
Workday made up 4.94% of TenCore Partners's portfolio in Q1 2026, its #10 holding.
TenCore Partners first reported a position in Workday in Q2 2020 and has held it in 17 quarters since.
TenCore Partners's Workday position peaked at $24.7M in Q2 2023.
936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on TenCore Partners's 13F filing for Q1 2026, filed 6 May 2026.