Grafton Street Partners Fund, LP WDAY — WORKDAY INC

Ownership history in Grafton Street Partners Fund, LP  ·  5 quarters on record

AI Ownership Summary

Grafton Street Partners Fund, LP reported WORKDAY INC (WDAY) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 13.3% in 2024 Q4. The latest visible filing shows WDAY at 10.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WDAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grafton Street Partners Fund, LP's position in WORKDAY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WDAY was reported at 10.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grafton Street Partners Fund, LP held WDAY — position size vs. price
% of Fund (quarterly)    WDAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 82,468 +4,558 +5.9% 10.70% $19.9M 2025-11-14 (Est.) $230.82
2025 Q2 ADDED — — — 77,910 +7,040 +9.9% 11.81% $18.7M 2025-08-15 $226.09
2025 Q1 UNCHANGED — — — 70,870 — 0% 12.72% $16.6M 2025-05-15 $274.71
2024 Q4 ADDED — — — 70,870 +52,770 +291.5% 13.30% $18.3M 2025-02-14 $258.05
2024 Q3 INITIATED — — — 18,100 — — 3.51% $4.4M 2024-11-05 $241.25

FAQ About Grafton Street Partners Fund, LP and WDAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grafton Street Partners Fund, LP reported owning WDAY?

Grafton Street Partners Fund, LP reported WDAY across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported WDAY position in Grafton Street Partners Fund, LP's portfolio?

The largest reported portfolio weight for WDAY was 13.30% in 2024 Q4.

What is the latest reported WDAY position on this page?

The most recent filing on this page is 2025 Q3, when Grafton Street Partners Fund, LP reported 82,468 shares, equal to 10.70% of portfolio, with an estimated market value of $19.9M.

What does the chart on this WDAY ownership page compare?

The chart compares Grafton Street Partners Fund, LP's quarterly WDAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grafton Street Partners Fund, LP time their WDAY position?

Based on 13F filing dates vs. subsequent WDAY price moves, Grafton Street Partners Fund, LP correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on WDAY relative to SPY over the holding period was -18.5%.

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