Workday Inc. (WDAY)

Sector:Technology
Super Investor Stats:
Ownership count:4
Ownership rank:131
% of all portfolios:0.092%
Hold Price * :$223.56
History Portfolio Manager Activity Share change % change to portfolio
Q2  2024
Lee Ainslie - Maverick Capital Buy 5,392 0.02
Polen Capital Management Reduce 6.88% 253,205 0.14
Viking Global Investors Reduce 25.12% 1,328,621 1.14
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,414,824 3.05
Q1  2024
Viking Global Investors Add 28.78% 1,181,863 1.20
Polen Capital Management Reduce 2.30% 86,687 0.05
Chase Coleman - Tiger Global Management Reduce 5.10% 101,000 0.15
Stephen Mandel - Lone Pine Capital Reduce 8.60% 133,046 0.29
Lee Ainslie - Maverick Capital Sell 100.00% 235,949 1.34
Q4  2023
Lee Ainslie - Maverick Capital Reduce 1.76% 4,226 0.02
Polen Capital Management Reduce 4.60% 181,527 0.12
Viking Global Investors Reduce 21.58% 1,129,921 1.14
Chase Coleman - Tiger Global Management Reduce 29.80% 841,157 1.65
Stephen Mandel - Lone Pine Capital Reduce 40.00% 1,031,749 2.47
Q3  2023
Viking Global Investors Add 72.34% 2,198,025 1.92
Chase Coleman - Tiger Global Management Add 41.13% 822,600 1.30
Polen Capital Management Add 2.02% 78,352 0.04
Lee Ainslie - Maverick Capital Reduce 18.26% 53,659 0.27
Q2  2023
Viking Global Investors Add 372.98% 2,396,172 2.22
Polen Capital Management Buy 3,871,968 2.17
Chase Coleman - Tiger Global Management Reduce 20.58% 518,131 0.98
Lee Ainslie - Maverick Capital Reduce 38.78% 186,118 0.90
Stephen Mandel - Lone Pine Capital Reduce 39.54% 1,687,141 3.49
Q1  2023
Viking Global Investors Buy 642,447 0.63
Stephen Mandel - Lone Pine Capital Reduce 8.64% 403,642 0.77
Chase Coleman - Tiger Global Management Reduce 8.98% 248,375 0.47
Lee Ainslie - Maverick Capital Reduce 16.54% 95,148 0.51
Q4  2022
Stephen Mandel - Lone Pine Capital Reduce 6.95% 348,788 0.56
Chase Coleman - Tiger Global Management Reduce 12.80% 406,111 0.83
Lee Ainslie - Maverick Capital Reduce 17.62% 123,008 0.50
Q3  2022
Chase Coleman - Tiger Global Management Add 134.59% 1,820,074 2.54
Lee Ainslie - Maverick Capital Add 23.64% 133,486 0.46
Viking Global Investors Sell 100.00% 1,068,804 0.68
Q2  2022
Lee Ainslie - Maverick Capital Add 34.79% 145,735 0.51
Stephen Mandel - Lone Pine Capital Reduce 2.02% 103,322 0.14
Viking Global Investors Reduce 52.57% 1,184,666 0.75
Chase Coleman - Tiger Global Management Reduce 54.57% 1,624,095 1.90
Q1  2022
Viking Global Investors Add 28.65% 501,881 0.49
Lee Ainslie - Maverick Capital Add 5.54% 21,978 0.09
Stephen Mandel - Lone Pine Capital Reduce 11.90% 692,155 0.99
Chase Coleman - Tiger Global Management Reduce 29.45% 1,242,318 1.12
Q4  2021
Stephen Mandel - Lone Pine Capital Add 16.90% 840,799 0.94
Viking Global Investors Buy 1,751,589 1.39
Lee Ainslie - Maverick Capital Reduce 2.60% 10,605 0.04
Q3  2021
Lee Ainslie - Maverick Capital Add 13841.64% 404,591 1.11
Stephen Mandel - Lone Pine Capital Add 45.12% 1,546,502 1.30
Chase Coleman - Tiger Global Management Add 2.21% 91,300 0.04
Q2  2021
Stephen Mandel - Lone Pine Capital Add 59.16% 1,273,903 0.98
Lee Ainslie - Maverick Capital Buy 2,923 0.01
Bill Miller - Miller Value Partners Sell 100.00% 205,473 1.45
Q1  2021
Bill Miller - Miller Value Partners Add 2.99% 5,973 0.04
Stephen Mandel - Lone Pine Capital Buy 2,153,463 1.94
Viking Global Investors Sell 100.00% 707,831 0.47
Lee Ainslie - Maverick Capital Sell 100.00% 2,090 0.01
Q4  2020
Chase Coleman - Tiger Global Management Add 11.41% 422,679 0.26
Bill Miller - Miller Value Partners Reduce 4.43% 9,238 0.07
Viking Global Investors Reduce 37.04% 416,395 0.28
Lee Ainslie - Maverick Capital Reduce 77.72% 7,291 0.03
Q3  2020
Chase Coleman - Tiger Global Management Add 23.08% 694,771 0.42
Lee Ainslie - Maverick Capital Buy 9,381 0.04
Bill Miller - Miller Value Partners Reduce 0.25% 527 0.00
Viking Global Investors Reduce 24.59% 366,656 0.28
Q2  2020
Chase Coleman - Tiger Global Management Add 29.85% 692,000 0.50
Bill Miller - Miller Value Partners Buy 209,265 1.74
Viking Global Investors Reduce 39.44% 971,096 0.79
Lee Ainslie - Maverick Capital Sell 100.00% 1,715 0.00
Q1  2020
Chase Coleman - Tiger Global Management Add 733.81% 2,040,000 1.60
Viking Global Investors Buy 2,461,978 1.67
Lee Ainslie - Maverick Capital Reduce 71.88% 4,384 0.00
Leon Cooperman Sell 100.00% 61,000 0.54
Q4  2019
Chase Coleman - Tiger Global Management Add 113.85% 148,000 0.13
Leon Cooperman Buy 61,000 0.54
Lee Ainslie - Maverick Capital Reduce 3.73% 236 0.00
Q3  2019
Chase Coleman - Tiger Global Management Buy 130,000 0.12
Lee Ainslie - Maverick Capital Buy 6,335 0.02
Q1  2015
Stephen Mandel - Lone Pine Capital Sell 100.00% 527,482 0.18
Q4  2014
Stephen Mandel - Lone Pine Capital Reduce 85.00% 2,988,578 1.02
Q2  2014
Stephen Mandel - Lone Pine Capital Add 17.75% 530,000 0.20
Q1  2014
Stephen Mandel - Lone Pine Capital Reduce 3.21% 99,005 0.04
Q4  2013
Stephen Mandel - Lone Pine Capital Reduce 12.41% 437,220 0.17
Q2  2013
Stephen Mandel - Lone Pine Capital Add 259.24% 2,541,791 0.84
Q4  2012
Stephen Mandel - Lone Pine Capital Buy 980,494 0.34

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.