Arnold Van Den Berg - Century Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    133
Portfolio value:    $436,153,108
Holdings Activity Buys Sells    History
Holding/activity history for  Workday, Inc. (WDAY)
← All WDAY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 37,898 1.13 Add 119.90% 0.62 $117.76–215.40 · VW $150.18i $4,923,708 SEC
2025   Q4 17,234 0.85 Reduce 0.73% <0.01 $207.67–247.40 · VW $224.72i $3,701,519 SEC
2025   Q3 17,360 1.05 Add 0.85% <0.01 $206.77–249.85 · VW $230.35i $4,179,073 SEC
2025   Q2 17,214 1.17 Add 0.78% <0.01 $205.33–276.00 · VW $242.45i $4,131,360 SEC
2025   Q1 17,080 1.22 Reduce 1.19% 0.02 $229.29–283.68 · VW $257.05i $3,988,692 SEC
2024   Q4 17,286 1.29 Reduce 0.20% <0.01 $231.74–294.00 · VW $257.99i $4,460,307 SEC
2024   Q3 17,321 1.22 Reduce 2.24% 0.03 $199.81–266.82 · VW $240.71i $4,233,426 SEC
2024   Q2 17,717 1.18 Add 23.73% 0.23 $204.52–275.76 · VW $230.06i $3,960,813 SEC
2024   Q1 14,319 1.15 Reduce 4.61% 0.06 $262.56–311.28 · VW $285.46i $3,905,507 SEC
2023   Q4 15,011 1.38 Reduce 4.15% 0.05 $202.01–279.83 · VW $246.17i $4,143,937 SEC
2023   Q3 15,661 1.18 Reduce 1.82% 0.02 $202.65–252.72 · VW $230.20i $3,364,766 SEC
2023   Q2 15,951 1.30 Reduce 0.81% 0.01 $174.25–230.62 · VW $205.24i $3,603,171 SEC
2023   Q1 16,082 1.24 Reduce 0.40% <0.01 $157.85–206.68 · VW $185.61i $3,321,576 SEC
2022   Q4 16,147 1.01 Reduce 27.61% 0.28 $128.72–184.50 · VW $158.80i $2,701,878 SEC
2022   Q3 22,306 1.01 Reduce 2.76% 0.02 $134.10–179.83 · VW $158.01i $3,395,000 SEC
2022   Q2 22,939 0.85 Add 79.98% 0.38 $134.53–245.83 · VW $171.31i $3,202,000 SEC
2022   Q1 12,745 0.69 Reduce 23.13% 0.19 $205.90–272.50 · VW $238.70i $3,052,000 SEC
2021   Q4 16,579 0.84 Reduce 0.11% <0.01 $246.45–307.81 · VW $277.93i $4,529,000 SEC
2021   Q3 16,597 0.83 Reduce 0.13% <0.01 $220.01–278.23 · VW $250.20i $4,147,000 SEC
2021   Q2 16,619 0.80 Reduce 1.10% 0.01 $217.60–268.88 · VW $239.39i $3,968,000 SEC
2021   Q1 16,803 0.94 Reduce 0.61% <0.01 $217.85–282.77 · VW $242.27i $4,174,000 SEC
2020   Q4 16,906 1.05 Reduce 1.00% 0.01 $201.62–259.01 · VW $225.25i $4,051,000 SEC
2020   Q3 17,076 1.37 Buy 1.37 $174.52–248.75 · VW $210.71i $3,674,000 SEC
Price snapshot:
Current price$144.87
Avg. buy price$157.44
+/- since buy-7.99%
52-week low$110.36
52-week high$249.85