Nathaniel Simons' Meritage Group sold its entire Workday Inc (WDAY) position in 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026. The prior filing listed 1.63M shares worth about $200M, 7.71% of the portfolio; the 2026 Q3 filing lists none. WDAY had been in the portfolio for about 6 years, since the quarter ended June 30, 2020.
What did the 2026 Q3 filing report for WDAY?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.63M | 0 |
| Reported value | $200M | $0 |
| Portfolio weight | 7.71% | 0% |
| Held since | 2020 Q2 | sold out in 2026 Q3 |
| Quarters held | 25 |
What did Nathaniel Simons sell?
Nathaniel Simons sold 1.63M shares of WDAY between the quarter ended June 30, 2026 and September 30, 2026. The WDAY exit was the 2nd largest of the quarter's 15 position changes by percent change to portfolio.
Where does WDAY sit in the Nathaniel Simons portfolio?
Before the sale, WDAY carried 7.71% of the Nathaniel Simons portfolio, about the fund's average stock position of 8%. The largest stock position is MSFT at 21.91%. Next come META at 17.88% and AMZN at 12.15%. The three largest stocks together are 51.94% of the book. Across the 2026 Q3 portfolio, Nathaniel Simons reported 13 stock positions, with 3 opened and 2 closed. The total portfolio value is about $2.78B, up 7% from the prior quarter.
How long has Nathaniel Simons held WDAY?
Nathaniel Simons held WDAY for about 6 years, from the quarter ended June 30, 2020 to June 30, 2026. The weight peaked at 12.53% in 2022 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Nathaniel Simons WDAY trade history page.
FAQ
How many WDAY shares did Nathaniel Simons sell?
Nathaniel Simons sold all 1.63M shares of WDAY it reported a quarter earlier, worth about $200M.
When did Nathaniel Simons first buy WDAY?
Nathaniel Simons first reported WDAY in the quarter ended June 30, 2020.
How much of the Nathaniel Simons portfolio was WDAY?
WDAY was 7.71% of the Nathaniel Simons portfolio at the prior quarter-end, and 0% after the sale.