Yarbrough Capital’s Workday WDAY Stock Holding History

Yarbrough 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 Q1	–	Sell	-9,508	Closed	-$2.04M	–	152
2025 Q4	$2.04M	Sell	9,508 -13,672	-59%	-$3.11M	0.06%	75
2025 Q3	$5.58M	Buy	23,180 +13,515	+140%	+$3.12M	0.17%	54
2025 Q2	$2.32M	Hold	9,665	–	–	0.08%	77
2025 Q1	$2.26M	Hold	9,665	–	–	0.1%	72
2024 Q4	$2.49M	Hold	9,665	–	–	0.1%	73
2024 Q3	$2.36M	Hold	9,665	–	–	0.1%	72
2024 Q2	$2.16M	Sell	9,665 -859	-8%	-$207K	0.09%	72
2024 Q1	$2.87M	Sell	10,524 -1,576	-13%	-$449K	0.12%	63
2023 Q4	$3.34M	Hold	12,100	–	–	0.17%	60
2023 Q3	$2.6M	Hold	12,100	–	–	0.15%	65
2023 Q2	$2.73M	Hold	12,100	–	–	0.15%	66
2023 Q1	$2.5M	Buy	12,100 +1,963	+19%	+$357K	0.2%	66
2022 Q4	$1.7M	Hold	10,137	–	–	0.13%	68
2022 Q3	$1.54M	Hold	10,137	–	–	0.12%	71
2022 Q2	$1.42M	Sell	10,137 -2,539	-20%	-$461K	0.11%	76
2022 Q1	$3.04M	Buy	12,676 +2,399	+23%	+$572K	0.17%	62
2021 Q4	$2.81M	Buy	+10,277	New	+$2.85M	0.15%	71

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

Yarbrough Capital's WDAY Position: Q1 2026 in Review

Yarbrough Capital sold out of Workday (WDAY) in Q1 2026, closing a stake of 9,508 shares — an estimated $2.04M sold.

Yarbrough Capital first reported a position in WDAY in Q4 2021 and held it in 17 quarters. The position peaked at $5.58M in Q3 2025. 936 funds tracked by Wall St. Rank hold WDAY as of Q1 2026.

Yarbrough Capital reported no remaining Workday position as of Q1 2026 after selling out during the quarter.
Yarbrough Capital sold 9,508 Workday shares in Q1 2026, an estimated $2.04M.
Yarbrough Capital first reported a position in Workday in Q4 2021 and held it in 17 quarters.
Yarbrough Capital's Workday position peaked at $5.58M in Q3 2025.
936 funds tracked by Wall St. Rank held Workday as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.