SEC 13F Intelligence

Nzs Capital, LLC / WDAY

Nzs Capital, LLC’s Workday Inc Position

Does Nzs Capital, LLC own Workday Inc (WDAY)? Yes532.1K shares worth $69M (+2.31% of its 13F portfolio) as of Q1 2026, up from 488.6K shares the prior filed quarter.

Position Value
$69M
Q1 2026
Shares
532.1K
% of Portfolio
+2.31%
Quarters Held
15
currently held

Position History WDAY

Reported value by quarter
Q2 ’21: $36MQ2 ’21Q3 ’21: $38MQ4 ’21: $44MQ4 ’21Q1 ’22: $40MQ2 ’22: $40MQ2 ’22Q3 ’22: $55MQ4 ’22: $61MQ4 ’22Q1 ’23: $98MQ2 ’23: $102MQ2 ’23Q3 ’23: $80MQ4 ’23: $92MQ4 ’23Q1 ’24: $88MQ3 ’25: $98MQ3 ’25Q4 ’25: $105MQ1 ’26: $69MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026532.1K$69M+2.31%
Q4 2025488.6K$105M+3.22%
Q3 2025405.5K$98M+2.99%
Q1 2024323.3K$88M+3.66%
Q4 2023334.5K$92M+4.86%
Q3 2023371.3K$80M+4.30%
Q2 2023453.7K$102M+5.13%
Q1 2023472.4K$98M+5.17%
Q4 2022362.5K$61M+5.19%
Q3 2022363.1K$55M+5.09%
Q2 2022287.0K$40M+4.28%
Q1 2022166.4K$40M+4.03%
Q4 2021162.5K$44M+3.89%
Q3 2021150.1K$38M+3.70%
Q2 2021150.7K$36M+3.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nzs Capital, LLC’s full portfolio or all institutional holders of WDAY.