WDAY

Workday Inc-class A

3 super-investor ownerscombined $1.03Blargest position 1.3%

1 EXIT

3 super-investors hold WDAY worth a combined $1.03B. The largest position: First Eagle Investment Management at 1.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 22 — ranked #607 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

Share𝕏 in

Why super-investors own WDAY

Interest in WDAY within this cohort is effectively evaporating. Chase Coleman exited his position entirely in 2026Q1, leaving just three holders — First Eagle Investment Management, Joel Greenblatt, and Bill Nygren — with combined exposure of roughly $1.0B. That figure is heavily distorted by First Eagle, which accounts for nearly all of it at $989M and 1.3% of its portfolio; Greenblatt and Nygren together add a negligible $46M. The owner-count history tells the clearest story: the cohort peaked at three holders briefly, collapsed to one, bounced around, and now sits at three only on paper before Coleman's exit reduces it again. No one added or started a position this quarter, and the trajectory points toward continued attrition rather than renewed conviction.

AI-synthesized from 13F filings. Not investment advice.