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WDAY position history

The shares of Workday (WDAY) that First Eagle Investment Management, LLC reported in each quarter’s 13F.

Equity, CL A

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 2,310,688 shares, $556M, 1.0% of portfolio, New
  2. 2025 Q4: 4,338,773 shares, $932M, 1.6% of portfolio, Add +87.8%
  3. 2026 Q1: 15,217,426 shares, $2B, 3.0% of portfolio, Add +250.7%
  4. 2026 Q2: 8,824,517 shares, $1.1B, 1.8% of portfolio, Reduce −42.0%
Holdings date Value % of holdings Shares Filing date All 13F holders