Arnold Van Den Berg's WDAY Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 17.4K shares of Workday, Inc. (WDAY) worth $4.18 M, representing 1.05% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in WDAY, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 10.2K shares. Largest reduction occurred in Q4 2022, reducing 6.2K shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's Workday (WDAY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Workday (WDAY) Trades by Arnold Van Den Berg
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +17,076 | New Buy | 17,076 | $215.16 |
| Q4 2020 | -170 | Reduce 1.00% | 16,906 | $239.62 |
| Q1 2021 | -103 | Reduce 0.61% | 16,803 | $248.41 |
| Q2 2021 | -184 | Reduce 1.10% | 16,619 | $238.76 |
| Q3 2021 | -22 | Reduce 0.13% | 16,597 | $249.86 |
| Q4 2021 | -18 | Reduce 0.11% | 16,579 | $273.18 |
| Q1 2022 | -3,834 | Reduce 23.13% | 12,745 | $239.47 |
| Q2 2022 | +10,194 | Add 79.98% | 22,939 | $139.59 |
| Q3 2022 | -633 | Reduce 2.76% | 22,306 | $152.20 |
| Q4 2022 | -6,159 | Reduce 27.61% | 16,147 | $167.33 |
| Q1 2023 | -65 | Reduce 0.40% | 16,082 | $206.54 |
| Q2 2023 | -131 | Reduce 0.81% | 15,951 | $225.89 |
| Q3 2023 | -290 | Reduce 1.82% | 15,661 | $214.85 |
| Q4 2023 | -650 | Reduce 4.15% | 15,011 | $276.06 |
| Q1 2024 | -692 | Reduce 4.61% | 14,319 | $272.75 |
| Q2 2024 | +3,398 | Add 23.73% | 17,717 | $223.56 |
| Q3 2024 | -396 | Reduce 2.24% | 17,321 | $244.41 |
| Q4 2024 | -35 | Reduce 0.20% | 17,286 | $258.03 |
| Q1 2025 | -206 | Reduce 1.19% | 17,080 | $233.53 |
| Q2 2025 | +134 | Add 0.78% | 17,214 | $240.00 |
| Q3 2025 | +146 | Add 0.85% | 17,360 | $240.73 |
Arnold Van Den Berg's Workday Investment FAQs
Arnold Van Den Berg first purchased Workday, Inc. (WDAY) in Q3 2020, acquiring 17,076 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held Workday, Inc. (WDAY) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to Workday, Inc. (WDAY) was in Q3 2020, adding 17,076 shares worth $3.67 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 17,360 shares of Workday, Inc. (WDAY), valued at approximately $4.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Workday, Inc. (WDAY) represents approximately 1.05% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's peak holding in Workday, Inc. (WDAY) was 22,939 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.