North Peak Capital Management, LLC / WDAY
North Peak Capital Management, LLC’s Workday Inc Position
Does North Peak Capital Management, LLC own Workday Inc (WDAY)? Not currently — the last reported position was 294.7K shares worth $69M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$69M
Q1 2025
Shares
294.7K
% of Portfolio
+6.91%
Quarters Held
18
position exited
Position History WDAY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 294.7K | $69M | +6.91% |
| Q4 2024 | 420.0K | $108M | +14.36% |
| Q3 2024 | 576.3K | $141M | +19.80% |
| Q2 2024 | 580.3K | $130M | +15.24% |
| Q1 2024 | 549.1K | $150M | +16.65% |
| Q4 2023 | 564.4K | $156M | +16.37% |
| Q3 2023 | 729.6K | $157M | +19.31% |
| Q2 2023 | 886.9K | $200M | +22.97% |
| Q1 2023 | 899.1K | $186M | +23.80% |
| Q4 2022 | 942.2K | $158M | +23.26% |
| Q3 2022 | 997.2K | $152M | +23.47% |
| Q2 2022 | 566.0K | $79M | +11.08% |
| Q1 2022 | 573.3K | $137M | +18.94% |
| Q4 2021 | 467.2K | $128M | +13.85% |
| Q3 2021 | 541.5K | $135M | +17.40% |
| Q2 2021 | 287.6K | $69M | +13.31% |
| Q1 2021 | 486.0K | $121M | +26.71% |
| Q4 2020 | 305.7K | $73M | +13.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Peak Capital Management, LLC’s full portfolio or all institutional holders of WDAY.