Stephen Mandel - Lone Pine Capital
Holding/activity history for Workday Inc. (WDAY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 2.96 | SEC | ||
| 2024 Q4 | 1,543,464 | 2.96 | Reduce 3.80% | 0.11 | $258.03 | $398,260,016 | SEC |
| 2024 Q3 | 1,604,385 | 2.93 | Buy | 2.93 | $244.41 | $392,127,738 | SEC |
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | 3.05 | SEC | ||
| 2024 Q1 | 1,414,824 | 3.05 | Reduce 8.60% | 0.32 | $272.75 | $385,893,246 | SEC |
| 2023 Q4 | 1,547,870 | 3.70 | Reduce 40.00% | 2.14 | $276.06 | $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 | $225.89 | $582,710,136 | SEC |
| 2023 Q1 | 4,266,760 | 8.16 | Reduce 8.64% | 0.64 | $206.54 | $881,256,610 | SEC |
| 2022 Q4 | 4,670,402 | 7.46 | Reduce 6.95% | 0.50 | $167.33 | $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 | $139.58 | $700,579,000 | SEC |
| 2022 Q1 | 5,122,512 | 7.30 | Reduce 11.90% | 0.77 | $239.46 | $1,226,637,000 | SEC |
| 2021 Q4 | 5,814,667 | 6.51 | Add 16.90% | 0.94 | $273.18 | $1,588,451,000 | SEC |
| 2021 Q3 | 4,973,868 | 4.19 | Add 45.12% | 1.30 | $249.89 | $1,242,920,000 | SEC |
| 2021 Q2 | 3,427,366 | 2.64 | Add 59.16% | 0.98 | $238.74 | $818,249,000 | SEC |
| 2021 Q1 | 2,153,463 | 1.94 | Buy | 1.94 | $248.43 | $534,985,000 | SEC |
| 2015 Q1 | 0 | 0.00 | Sell 100.00% | 0.22 | SEC | ||
| 2014 Q4 | 527,482 | 0.22 | Reduce 85.00% | 1.21 | $81,610.00 | $43,047,806,000 | 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 | $89.86 | $315,953,000 | SEC |
| 2014 Q1 | 2,986,060 | 1.48 | Reduce 3.21% | 0.04 | $91.43 | $273,015,000 | SEC |
| 2013 Q4 | 3,085,065 | 1.34 | Reduce 12.41% | 0.18 | $83.16 | $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 | $64.09 | $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 | $54.50 | $53,437,000 | SEC |