Stephen Mandel - Lone Pine Capital
Holding/activity history for Workday, Inc. (WDAY)
← All WDAY superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 2.96 | $229.29–283.68 · VW $257.05i | SEC | |
| 2024 Q4 | 1,543,464 | 2.96 | Reduce 3.80% | 0.11 | $231.74–294.00 · VW $257.99i | $398,260,016 | SEC |
| 2024 Q3 | 1,604,385 | 2.93 | Buy | 2.93 | $199.81–266.82 · VW $240.71i | $392,127,738 | SEC |
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | 3.05 | $204.52–275.76 · VW $230.06i | SEC | |
| 2024 Q1 | 1,414,824 | 3.05 | Reduce 8.60% | 0.32 | $262.56–311.28 · VW $285.46i | $385,893,246 | SEC |
| 2023 Q4 | 1,547,870 | 3.70 | Reduce 40.00% | 2.14 | $202.01–279.83 · VW $246.17i | $427,304,992 | SEC |
| 2023 Q3 | 2,579,619 | 5.34 | $214.85 | $554,231,142 | SEC | ||
| 2023 Q2 | 2,579,619 | 5.34 | Reduce 39.54% | 3.23 | $174.25–230.62 · VW $205.24i | $582,710,136 | SEC |
| 2023 Q1 | 4,266,760 | 8.16 | Reduce 8.64% | 0.64 | $157.85–206.68 · VW $185.61i | $881,256,610 | SEC |
| 2022 Q4 | 4,670,402 | 7.46 | Reduce 6.95% | 0.50 | $128.72–184.50 · VW $158.80i | $781,498,367 | SEC |
| 2022 Q3 | 5,019,190 | 7.20 | $152.22 | $764,021,000 | SEC | ||
| 2022 Q2 | 5,019,190 | 6.61 | Reduce 2.02% | 0.15 | $134.53–245.83 · VW $171.31i | $700,579,000 | SEC |
| 2022 Q1 | 5,122,512 | 7.30 | Reduce 11.90% | 0.77 | $205.90–272.50 · VW $238.70i | $1,226,637,000 | SEC |
| 2021 Q4 | 5,814,667 | 6.51 | Add 16.90% | 0.94 | $246.45–307.81 · VW $277.93i | $1,588,451,000 | SEC |
| 2021 Q3 | 4,973,868 | 4.19 | Add 45.12% | 1.30 | $220.01–278.23 · VW $250.20i | $1,242,920,000 | SEC |
| 2021 Q2 | 3,427,366 | 2.64 | Add 59.16% | 0.98 | $217.60–268.88 · VW $239.39i | $818,249,000 | SEC |
| 2021 Q1 | 2,153,463 | 1.94 | Buy | 1.94 | $217.85–282.77 · VW $242.27i | $534,985,000 | SEC |
| 2015 Q1 | 0 | 0.00 | Sell 100.00% | 0.22 | $76.36–95.17 · VW $84.08i | SEC | |
| 2014 Q4 | 527,482 | 0.22 | Reduce 85.00% | 1.21 | $75.23–97.40 · VW $86.82i | $43,047,806 | SEC |
| 2014 Q3 | 3,516,060 | 1.42 | $82.50 | $290,075,000 | SEC | ||
| 2014 Q2 | 3,516,060 | 1.62 | Add 17.75% | 0.24 | $64.21–96.49 · VW $79.13i | $315,953,000 | SEC |
| 2014 Q1 | 2,986,060 | 1.48 | Reduce 3.21% | 0.04 | $80.55–116.47 · VW $96.75i | $273,015,000 | SEC |
| 2013 Q4 | 3,085,065 | 1.34 | Reduce 12.41% | 0.18 | $70.84–83.69 · VW $79.27i | $256,554,000 | SEC |
| 2013 Q3 | 3,522,285 | 1.46 | $80.93 | $285,059,000 | SEC | ||
| 2013 Q2 | 3,522,285 | 1.27 | Add 259.24% | 0.92 | $55.25–69.75 · VW $62.56i | $225,743,000 | SEC |
| 2013 Q1 | 980,494 | 0.33 | $61.63 | $60,428,000 | SEC | ||
| 2012 Q4 | 980,494 | 0.35 | Buy | 0.35 | $46.00–57.10 · VW $51.62i IPO/listing quarter |
$53,437,000 | SEC |
Price snapshot:
Current price$144.87
52-week low$110.36
52-week high$249.85