WDAY
Workday Inc
Workday Inc historical holders
total: 10
Lone Pine Capital Workday Inc transactions over time
- Total transactions:
- 21
- New positions:
- 3
- Sold out:
- 3
- Added:
- 4
- Reduced:
- 11
- Held since:
- 2024 Q3
- Held for:
- 2 quarters
- Latest activity:
- 2025 Q1
Stephen Mandel has been an institutional investor in Workday Inc (WDAY) since at least 2013 Q2. According to 2026 Q1 report, Stephen Mandel doesn't hold any shares. In our earliest available record from 2013 Q2, Lone Pine Capital held about 3.52M shares of WDAY. Stephen Mandel later completely sold out the position and reinvested in WDAY again in 2024 Q3. Since at least 2013 Q2, Lone Pine Capital has made 20 more transactions in this position.
When did Stephen Mandel exit their WDAY position?
Stephen Mandel no longer holds Workday Inc (WDAY). They sold off their entire position in 2025 Q1, closing out an investment that began in 2013 Q2.
Has Stephen Mandel reinvested in WDAY after selling?
Yes, Stephen Mandel has shown renewed interest in Workday Inc (WDAY). After completely selling their position, they reinitiated an investment in 2024 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $244.41
- Weighted AVG sell price:
- $258.03
WDAY transactions history by Lone Pine Capital
21 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
0
|
$258.03
|
|
-100% (-1,543,464)
|
-2.96%
|
|
2024 Q4
|
2.96%
|
1,543,464
|
$258.03
|
$398,260,016
|
-3.80% (-60,921)
|
-0.12%
|
|
2024 Q3
|
2.93%
|
1,604,385
|
$244.41
|
$392,127,738
|
new
|
+2.93%
|
|
2024 Q2
|
0.00%
|
0
|
$272.75
|
|
-100% (-1,414,824)
|
-3.05%
|
|
2024 Q1
|
3.05%
|
1,414,824
|
$272.75
|
$385,893,246
|
-8.60% (-133,046)
|
-0.31%
|
|
2023 Q4
|
3.70%
|
1,547,870
|
$276.06
|
$427,304,992
|
-40.00% (-1,031,749)
|
-2.75%
|
|
2023 Q2
|
5.34%
|
2,579,619
|
$225.89
|
$582,710,136
|
-39.54% (-1,687,141)
|
-3.53%
|
|
2023 Q1
|
8.16%
|
4,266,760
|
$206.54
|
$881,256,610
|
-8.64% (-403,642)
|
-0.8%
|
|
2022 Q4
|
7.46%
|
4,670,402
|
$167.33
|
$781,498,367
|
-6.95% (-348,788)
|
-0.55%
|
|
2022 Q2
|
6.60%
|
5,019,190
|
$139.58
|
$700,579,000
|
-2.02% (-103,322)
|
-0.09%
|
|
2022 Q1
|
7.30%
|
$239.46
|
-11.90% (-692,155)
|
|||
|
2021 Q4
|
6.51%
|
$273.18
|
+16.90% (+840,799)
|
|||
|
2021 Q3
|
4.19%
|
$249.89
|
+45.12% (+1,546,502)
|
|||
|
2021 Q2
|
2.64%
|
$238.74
|
+59.16% (+1,273,903)
|
|||
|
2021 Q1
|
1.94%
|
$248.43
|
new
|
|||
|
2015 Q1
|
0.00%
|
$81.61
|
-100% (-527,482)
|
|||
|
2014 Q4
|
0.18%
|
$81.61
|
-85.00% (-2,988,578)
|
|||
|
2014 Q2
|
1.32%
|
$89.86
|
+17.75% (+530,000)
|
|||
|
2014 Q1
|
1.23%
|
$91.43
|
-3.21% (-99,005)
|
|||
|
2013 Q4
|
1.17%
|
$83.16
|
-12.41% (-437,220)
|
|||
|
2013 Q2
|
1.14%
|
$64.09
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.