Junto Capital Management LP

Position in WDAY — Workday, Inc.

CIK 1595880 NEW YORK, NY

Position in WDAY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$45,000,000

+$7,991,274 QoQ

Shares Held

367,587

+156.3% QoQ

Ownership

0.149%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#73

of 905 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Junto Capital Management LP holds $81,926,234 across 2 Software - Application names. WDAY ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WDAY	Workday, Inc. This page	367,587	$45,000,000
2	LYFT	Lyft, Inc.	2,527,463	$36,926,234

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,000,000	367,587	+156.3%	Shares	Sole	2026-08-14
2024-12-31	$37,008,726	143,428	-17.2%	Shares	Sole	2025-02-14
2024-06-30	$38,706,507	173,137	+223.3%	Shares	Sole	2024-08-14
2023-12-31	$14,782,460	53,548	-65.1%	Shares	Sole	2024-02-14
2023-09-30	$32,928,340	153,262	+51.6%	Shares	Sole	2023-11-14
2023-06-30	$22,838,382	101,104	+44.1%	Shares	Sole	2023-08-14
2023-03-31	$14,493,531	70,173	+86.3%	Shares	Sole	2023-05-15
2022-12-31	$6,301,815	37,661	-91.3%	Shares	Sole	2023-02-14
2022-09-30	$65,723,572	431,767	+314.7%	Shares	Sole	2022-11-14
2022-06-30	$14,531,394	104,108	-80.5%	Shares	Sole	2022-08-15
2022-03-31	$127,731,555	533,415	+26.1%	Shares	Sole	2022-05-16
2021-12-31	$115,600,761	423,167	+19.0%	Shares	Sole	2022-02-14
2021-09-30	$88,858,634	355,591	+300.1%	Shares	Sole	2021-11-15
2021-06-30	$21,216,346	88,868	-8.2%	Shares	Sole	2021-08-16
2021-03-31	$24,054,731	96,827	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.