Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
WDAY —
WORKDAY INC
CUSIP: 98138H101 · Held by 6 superinvestors · Combined value: $1,521,242,831
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | First Eagle Investment Mgmt | 1.6% | $931,881,729 | 4,338,773 | ADD | +2,028,085 |
| 2 | Chase Coleman | 0.7% | $214,780,000 | 1,000,000 | - | - |
| 3 | Ray Dalio | 0.8% | $207,287,829 | 965,117 | REDUCE | -75,318 |
| 4 | Ken Griffin | 0.0% | $163,747,413 | 762,396 | REDUCE | -340,337 |
| 5 | Polen Capital | 0.0% | $2,315,815 | 10,782 | REDUCE | -1,851,489 |
| 6 | Bill Nygren | 0.0% | $1,230,045 | 5,727 | REDUCE | -869 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | ADD | +2,028,085 | +87.8% |
| Bill Nygren | REDUCE | -869 | -13.2% |
| Ken Griffin | REDUCE | -340,337 | -30.9% |
| Polen Capital | REDUCE | -1,851,489 | -99.4% |
| Ray Dalio | REDUCE | -75,318 | -7.2% |
| Jim Simons | SOLD | -37,100 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | NEW BUY | +2,310,688 | New |
| Bill Nygren | ADD | +492 | +8.1% |
| Ken Griffin | ADD | +673,133 | +156.7% |
| Ray Dalio | ADD | +591,561 | +131.8% |
| Jim Simons | REDUCE | -68,336 | -64.8% |
| Polen Capital | REDUCE | -1,709,659 | -47.9% |
| Dan Loeb | SOLD | -300,000 | Exit |
Who Owns WDAY? Superinvestor Holdings
WORKDAY INC is held by 6 tracked superinvestors, with a combined position value of $1.5 billion . The largest positions are held by First Eagle Investment Mgmt (1.6% of portfolio), Chase Coleman (0.7% of portfolio), Ray Dalio (0.8% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 4 reduced or exited.