WDAY position history
The shares of Workday (WDAY) that VAN DEN BERG MANAGEMENT I, INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 16,597 shares, $4.1M, 0.81% of portfolio
- 2021 Q4: 16,579 shares, $4.5M, 0.82% of portfolio, Reduce −0.1%
- 2022 Q1: 12,745 shares, $3.1M, 0.69% of portfolio, Reduce −23.1%
- 2022 Q2: 22,939 shares, $3.2M, 0.85% of portfolio, Add +80.0%
- 2022 Q3: 22,306 shares, $3.4M, 1.0% of portfolio, Reduce −2.8%
- 2022 Q4: 16,147 shares, $2.7M, 1.0% of portfolio, Reduce −27.6%
- 2023 Q1: 16,082 shares, $3.3M, 1.2% of portfolio, Reduce −0.4%
- 2023 Q2: 15,951 shares, $3.6M, 1.3% of portfolio, Reduce −0.8%
- 2023 Q3: 15,661 shares, $3.4M, 1.2% of portfolio, Reduce −1.8%
- 2023 Q4: 15,011 shares, $4.1M, 1.4% of portfolio, Reduce −4.2%
- 2024 Q1: 14,319 shares, $3.9M, 1.1% of portfolio, Reduce −4.6%
- 2024 Q2: 17,717 shares, $4M, 1.2% of portfolio, Add +23.7%
- 2024 Q3: 17,321 shares, $4.2M, 1.2% of portfolio, Reduce −2.2%
- 2024 Q4: 17,286 shares, $4.5M, 1.3% of portfolio, Reduce −0.2%
- 2025 Q1: 17,080 shares, $4M, 1.2% of portfolio, Reduce −1.2%
- 2025 Q2: 17,214 shares, $4.1M, 1.2% of portfolio, Add +0.8%
- 2025 Q3: 17,360 shares, $4.2M, 1.0% of portfolio, Add +0.8%
- 2025 Q4: 17,234 shares, $3.7M, 0.85% of portfolio, Reduce −0.7%
- 2026 Q1: 37,898 shares, $4.9M, 1.1% of portfolio, Add +119.9%
- 2026 Q2: 48,837 shares, $6M, 1.3% of portfolio, Add +28.9%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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