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Van Den Berg Management I’s Workday WDAY Stock Holding History

Van Den Berg Management I’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 		$4.92M Buy
37,898
+20,664
+120% +$3.28M 1.13% 35
2025
Q4 		$3.7M Sell
17,234
-126
-0.7% -$28.6K 0.85% 38
2025
Q3 		$4.18M Buy
17,360
+146
+0.8% +$33.8K 1.05% 34
2025
Q2 		$4.13M Buy
17,214
+134
+0.8% +$32.6K 1.17% 34
2025
Q1 		$3.99M Sell
17,080
-206
-1% -$52.6K 1.22% 34
2024
Q4 		$4.46M Sell
17,286
-35
-0.2% -$8.94K 1.29% 31
2024
Q3 		$4.23M Sell
17,321
-396
-2% -$93.5K 1.22% 31
2024
Q2 		$3.96M Buy
17,717
+3,398
+24% +$818K 1.18% 32
2024
Q1 		$3.91M Sell
14,319
-692
-5% -$197K 1.15% 29
2023
Q4 		$4.14M Sell
15,011
-650
-4% -$155K 1.38% 29
2023
Q3 		$3.36M Sell
15,661
-290
-2% -$67.2K 1.18% 31
2023
Q2 		$3.6M Sell
15,951
-131
-0.8% -$26.2K 1.3% 28
2023
Q1 		$3.32M Sell
16,082
-65
-0.4% -$11.8K 1.24% 30
2022
Q4 		$2.7M Sell
16,147
-6,159
-28% -$961K 1.01% 32
2022
Q3 		$3.4M Sell
22,306
-633
-3% -$99.1K 1.01% 31
2022
Q2 		$3.2M Buy
22,939
+10,194
+80% +$1.85M 0.85% 37
2022
Q1 		$3.05M Sell
12,745
-3,834
-23% -$914K 0.69% 37
2021
Q4 		$4.53M Sell
16,579
-18
-0.1% -$5K 0.82% 37
2021
Q3 		$4.15M Sell
16,597
-22
-0.1% -$5.45K 0.81% 38
2021
Q2 		$3.97M Sell
16,619
-184
-1% -$44.3K 0.78% 40
2021
Q1 		$4.17M Sell
16,803
-103
-0.6% -$25.4K 0.91% 36
2020
Q4 		$4.05M Sell
16,906
-170
-1% -$38.2K 1.02% 34
2020
Q3 		$3.67M Buy
+17,076
New +$3.38M 1.32% 27

Other funds holding WDAY

BlackRock
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
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

Van Den Berg Management I's WDAY Position: Q1 2026 in Review

Van Den Berg Management I increased its Workday (WDAY) stake by 120% in Q1 2026, buying an estimated $3.28M and bringing the position to 37,898 shares worth $4.92M. The position accounts for 1.13% of the portfolio, ranked #35.

Van Den Berg Management I first reported a position in WDAY in Q3 2020 and has held it in 23 quarters since. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

  • Van Den Berg Management I held 37,898 shares of Workday worth $4.92M as of Q1 2026.
  • Van Den Berg Management I bought 20,664 Workday shares in Q1 2026, an estimated $3.28M.
  • Workday made up 1.13% of Van Den Berg Management I's portfolio in Q1 2026, its #35 holding.
  • Van Den Berg Management I first reported a position in Workday in Q3 2020 and has held it in 23 quarters since.
  • 936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Van Den Berg Management I's 13F filing for Q1 2026, filed 15 May 2026.