WDAY β€” WORKDAY INC

Ownership history in Bridgewater Associates, LP  Β·  27 quarters on record

This page tracks every 13F SEC filing in which Bridgewater Associates, LP reported a position in WORKDAY INC (WDAY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.98% (2025 Q3)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2005 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
27

Position Intelligence

Bridgewater Associates, LP Γ— WDAY AI Analytics

πŸ“‰ Bridgewater Associates, LP underperformed the S&P 500 by –5.4% annually on this WDAY position. Timing score: 67% (16/24 decisions correct). Average cost basis: $237.41. Maximum drawdown during holding period: –48.9%.

πŸ“ˆ Position Alpha vs SPY
-5.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 5.4% ann.
24 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
16 of 24 add/trim decisions correct

πŸ’° Entry Quality
$237.41
-9.5% vs current ($214.78)

Best entry: $152.22 (2022 Q3)  Β·  Worst: $258.03 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–48.9%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
54%
buy-side decisions

14 adds Β· 12 trims. Bought during 3 of 9 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Bridgewater Associates, LP has been actively increasing its WDAY allocation β€” a bullish signal from insiders.
Currently 0.76% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WDAY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 965,117 -75,318 -7.2% 0.76% $207.3M $214.78
2025 Q3 ADDED 1,040,435 +591,561 +131.8% 0.98% $250.5M $240.73
2025 Q2 ADDED 448,874 +233,407 +108.3% 0.43% $107.7M $240.00
2025 Q1 ADDED 215,467 +117,306 +119.5% 0.23% $50.3M $233.53
2024 Q4 ADDED 98,161 +90,078 +1114.4% 0.12% $25.3M $258.03
2024 Q3 REDUCED 8,083 -94 -1.1% 0.01% $2.0M $244.41
2024 Q2 REDUCED 8,177 -1,237 -13.1% 0.01% $1.8M $223.56
2024 Q1 REDUCED 9,414 -2,601 -21.6% 0.01% $2.6M $272.75
2023 Q4 REDUCED 12,015 -9,772 -44.9% 0.02% $3.3M $276.06
2023 Q3 ADDED 21,787 +3,682 +20.3% 0.03% $4.7M $214.85
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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