First Eagle Investment's WDAY Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 8.82 M shares of Workday, Inc. (WDAY) worth $1.08 B, representing 1.80% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in WDAY, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 3.27 M shares. Largest reduction occurred in Q3 2025, reducing 6.51 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Workday (WDAY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Workday (WDAY) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.22 M | Add 15.98% | 8.82 M | $122.42 |
| Q1 2026 | +3.27 M | Add 75.37% | 7.61 M | $129.92 |
| Q4 2025 | +2.03 M | Add 87.77% | 4.34 M | $214.78 |
| Q3 2025 | +2.31 M | New Buy | 2.31 M | $240.73 |
| Q1 1970 | +8.82 M | Add 0.00% | 8.82 M | $122.42 |
First Eagle Investment's Workday Investment FAQs
First Eagle Investment first purchased Workday, Inc. (WDAY) in Q1 1970, acquiring 8,824,517 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Workday, Inc. (WDAY) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Workday, Inc. (WDAY) was in Q1 1970, adding 8,824,517 shares worth $1.08 B.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 8,824,517 shares of Workday, Inc. (WDAY), valued at approximately $1.08 B.
As of the Q2 2026 filing, Workday, Inc. (WDAY) represents approximately 1.80% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Workday, Inc. (WDAY) was 8,824,517 shares, as reported at the end of Q1 1970.