WDAY position history
The shares of Workday (WDAY) that Meritage Group LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 1,118,061 shares, $279M, 5.5% of portfolio
- 2021 Q4: 2,243,406 shares, $613M, 10.4% of portfolio, Add +100.7%
- 2022 Q1: 1,121,673 shares, $269M, 4.2% of portfolio, Reduce −50.0%
- 2022 Q2: 1,908,542 shares, $266M, 7.7% of portfolio, Add +70.2%
- 2022 Q3: 2,314,310 shares, $352M, 10.6% of portfolio, Add +21.3%
- 2022 Q4: 1,929,459 shares, $323M, 11.1% of portfolio, Reduce −16.6%
- 2023 Q1: 1,939,819 shares, $401M, 12.1% of portfolio, Add +0.5%
- 2023 Q2: 1,396,508 shares, $315M, 8.8% of portfolio, Reduce −28.0%
- 2023 Q3: 1,172,419 shares, $252M, 6.0% of portfolio, Reduce −16.0%
- 2023 Q4: 1,001,476 shares, $276M, 6.4% of portfolio, Reduce −14.6%
- 2024 Q1: 1,277,359 shares, $348M, 8.2% of portfolio, Add +27.5%
- 2024 Q2: 1,288,397 shares, $288M, 7.3% of portfolio, Add +0.9%
- 2024 Q3: 1,291,132 shares, $316M, 7.4% of portfolio, Add +0.2%
- 2024 Q4: 1,291,132 shares, $333M, 7.9% of portfolio
- 2025 Q1: 1,291,132 shares, $302M, 8.3% of portfolio
- 2025 Q2: 1,282,432 shares, $308M, 8.4% of portfolio, Reduce −0.7%
- 2025 Q3: 1,489,253 shares, $359M, 10.2% of portfolio, Add +16.1%
- 2025 Q4: 1,612,523 shares, $346M, 10.8% of portfolio, Add +8.3%
- 2026 Q1: 1,623,022 shares, $211M, 8.0% of portfolio, Add +0.7%
- 2026 Q2: 1,633,399 shares, $200M, 7.7% of portfolio, Add +0.6%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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