Stephen Mandel - Lone Pine Capital
Holding/activity history for Workday Inc. (WDAY)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 1,547,870 | 3.70 | Reduce 40.00% | 2.47 | $276.06 |
| 2023 Q3 | 2,579,619 | 5.34 | $214.85 | ||
| 2023 Q2 | 2,579,619 | 5.34 | Reduce 39.54% | 3.49 | $225.89 |
| 2023 Q1 | 4,266,760 | 8.16 | Reduce 8.64% | 0.77 | $206.54 |
| 2022 Q4 | 4,670,402 | 7.46 | Reduce 6.95% | 0.56 | $167.33 |
| 2022 Q3 | 5,019,190 | 7.20 | $152.22 | ||
| 2022 Q2 | 5,019,190 | 6.60 | Reduce 2.02% | 0.14 | $139.58 |
| 2022 Q1 | 5,122,512 | 7.30 | Reduce 11.90% | 0.99 | $239.46 |
| 2021 Q4 | 5,814,667 | 6.51 | Add 16.90% | 0.94 | $273.18 |
| 2021 Q3 | 4,973,868 | 4.19 | Add 45.12% | 1.30 | $249.89 |
| 2021 Q2 | 3,427,366 | 2.64 | Add 59.16% | 0.98 | $238.74 |
| 2021 Q1 | 2,153,463 | 1.94 | Buy | 1.94 | $248.43 |
| 2015 Q1 | 0 | 0 | Sell 100.00% | 0.18 | |
| 2014 Q4 | 527,482 | 0.18 | Reduce 85.00% | 1.02 | $81.61 |
| 2014 Q3 | 3,516,060 | 1.16 | $82.50 | ||
| 2014 Q2 | 3,516,060 | 1.32 | Add 17.75% | 0.20 | $89.86 |
| 2014 Q1 | 2,986,060 | 1.23 | Reduce 3.21% | 0.04 | $91.43 |
| 2013 Q4 | 3,085,065 | 1.19 | Reduce 12.41% | 0.17 | $83.16 |
| 2013 Q3 | 3,522,285 | 1.36 | $80.93 | ||
| 2013 Q2 | 3,522,285 | 1.16 | Add 259.24% | 0.84 | $64.09 |
| 2013 Q1 | 980,494 | 0.32 | $61.63 | ||
| 2012 Q4 | 980,494 | 0.34 | Buy | 0.34 | $54.50 |