Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
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 11,667 <0.01 Add 103.72% <0.01 $117.76–215.40 · VW $150.18i $1,515,777 SEC
2025   Q4 5,727 <0.01 Reduce 13.17% <0.01 $207.67–247.40 · VW $224.72i $1,230,045 SEC
2025   Q3 6,596 <0.01 Add 8.06% <0.01 $206.77–249.85 · VW $230.35i $1,587,855 SEC
2025   Q2 6,104 <0.01 Reduce 74.74% <0.01 $205.33–276.00 · VW $242.45i $1,464,960 SEC
2025   Q1 24,168 0.01 Reduce 5.21% <0.01 $229.29–283.68 · VW $257.05i $5,643,953 SEC
2024   Q4 25,497 0.01 Reduce 5.77% <0.01 $231.74–294.00 · VW $257.99i $6,578,991 SEC
2024   Q3 27,057 0.01 Reduce 7.25% <0.01 $199.81–266.82 · VW $240.71i $6,613,001 SEC
2024   Q2 29,172 0.01 Reduce 0.89% <0.01 $204.52–275.76 · VW $230.06i $6,521,692 SEC
2024   Q1 29,434 0.01 Reduce 90.10% 0.13 $262.56–311.28 · VW $285.46i $8,028,124 SEC
2023   Q4 297,419 0.14 Reduce 30.14% 0.05 $202.01–279.83 · VW $246.17i $82,105,489 SEC
2023   Q3 425,736 0.18 Reduce 79.47% 0.70 $202.65–252.72 · VW $230.20i $91,469,380 SEC
2023   Q2 2,074,013 0.88 Reduce 29.95% 0.36 $174.25–230.62 · VW $205.24i $468,498,807 SEC
2023   Q1 2,960,963 1.19 Reduce 3.27% 0.03 $157.85–206.68 · VW $185.61i $611,557,343 SEC
2022   Q4 3,061,049 1.04 Add 32.56% 0.26 $128.72–184.50 · VW $158.80i $512,205,328 SEC
2022   Q3 2,309,161 0.76 Add 19.44% 0.12 $134.10–179.83 · VW $158.01i $351,500,000 SEC
2022   Q2 1,933,364 0.54 Add 13.32% 0.06 $134.53–245.83 · VW $171.31i $269,859,000 SEC
2022   Q1 1,706,091 0.66 Add 15.05% 0.09 $205.90–272.50 · VW $238.70i $408,540,000 SEC
2021   Q4 1,482,932 0.63 Reduce 37.28% 0.35 $246.45–307.81 · VW $277.93i $405,107,000 SEC
2021   Q3 2,364,511 0.94 Reduce 9.34% 0.09 $220.01–278.23 · VW $250.20i $590,868,000 SEC
2021   Q2 2,608,093 0.99 Add 12.49% 0.11 $217.60–268.88 · VW $239.39i $622,656,000 SEC
2021   Q1 2,318,515 0.98 Reduce 17.10% 0.22 $217.85–282.77 · VW $242.27i $575,988,000 SEC
2020   Q4 2,796,673 1.30 Reduce 1.64% 0.02 $201.62–259.01 · VW $225.25i $670,111,000 SEC
2020   Q3 2,843,210 1.49 Add 4.13% 0.06 $174.52–248.75 · VW $210.71i $611,660,000 SEC
2020   Q2 2,730,473 1.24 Add 100.03% 0.62 $115.50–190.34 · VW $164.50i $511,581,000 SEC
2020   Q1 1,365,002 0.49 Add 1576.91% 0.46 $107.75–202.00 · VW $158.84i $177,751,000 SEC
2019   Q4 81,400 0.02 Buy 0.02 $151.06–185.62 · VW $168.10i $13,386,000 SEC
Price snapshot:
Current price$144.87
Avg. buy price$152.28
+/- since buy-4.87%
52-week low$110.36
52-week high$249.85