Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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 0 0.00 Sell 100.00% 0.01 $117.76–215.40 · VW $150.18i SEC
2025   Q4 10,782 0.01 Reduce 99.42% 1.45 $207.67–247.40 · VW $224.72i $2,315,815 SEC
2025   Q3 1,862,271 1.46 Reduce 47.86% 1.26 $206.77–249.85 · VW $230.35i $448,304,542 SEC
2025   Q2 3,571,930 2.63 Reduce 9.45% 0.27 $205.33–276.00 · VW $242.45i $857,263,257 SEC
2025   Q1 3,944,506 2.89 Reduce 8.00% 0.24 $229.29–283.68 · VW $257.05i $921,160,370 SEC
2024   Q4 4,287,623 2.99 Reduce 10.72% 0.32 $231.74–294.00 · VW $257.99i $1,106,335,466 SEC
2024   Q3 4,802,526 3.03 Add 40.06% 0.87 $199.81–266.82 · VW $240.71i $1,173,785,466 SEC
2024   Q2 3,428,901 1.92 Reduce 6.88% 0.16 $204.52–275.76 · VW $230.06i $766,565,106 SEC
2024   Q1 3,682,106 2.32 Reduce 2.30% 0.06 $262.56–311.28 · VW $285.46i $1,004,294,279 SEC
2023   Q4 3,768,793 2.51 Reduce 4.60% 0.10 $202.01–279.83 · VW $246.17i $1,040,584,094 SEC
2023   Q3 3,950,320 2.23 Add 2.02% 0.04 $202.65–252.72 · VW $230.20i $848,726,169 SEC
2023   Q2 3,871,968 2.17 Buy 2.17 $174.25–230.62 · VW $205.24i $874,638,779 SEC
Price snapshot:
Current price$144.87
52-week low$110.36
52-week high$249.85