FERNBRIDGE CAPITAL MANAGEMENT LP

Position in WDAY — Workday, Inc.

CIK 1827734 LOS ANGELES, CA

Position in WDAY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$123,475,627

-$19,835,487 QoQ

Shares Held

1,008,623

-8.6% QoQ

Ownership

0.408%

of shares outstanding

% of Portfolio

9.04%

of 13F equity value

Holder Rank

#40

of 906 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FERNBRIDGE CAPITAL MANAGEMENT LP holds $659,085,787 across 4 Software - Application names. WDAY ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	1,928,571	$302,129,932
2	PTC	Ptc Inc.	1,101,110	$125,097,107
3	WDAY	Workday, Inc. This page	1,008,623	$123,475,627
4	INTU	Intuit Inc.	415,261	$108,383,121

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,475,627	1,008,623	-8.6%	Shares	Sole	2026-08-13
2026-03-31	$143,311,114	1,103,072	-21.6%	Shares	Sole	2026-05-15
2025-12-31	$302,012,897	1,406,150	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$332,759,393	1,382,293	+11.4%	Shares	Sole	2025-11-13
2025-06-30	$297,931,200	1,241,380	+58.6%	Shares	Sole	2025-08-13
2025-03-31	$182,803,080	782,782	+2.8%	Shares	Sole	2025-05-15
2024-12-31	$196,437,206	761,296	+81.5%	Shares	Sole	2025-02-14
2024-09-30	$102,500,176	419,378	+32.6%	Shares	Sole	2024-11-13
2024-06-30	$70,700,626	316,249	+60.2%	Shares	Sole	2024-08-13
2024-03-31	$53,835,667	197,381	+23.1%	Shares	Sole	2024-05-15
2023-12-31	$44,274,502	160,380	-27.6%	Shares	Sole	2024-02-14
2023-09-30	$47,576,813	221,442	-5.9%	Shares	Sole	2023-11-14
2023-06-30	$53,157,790	235,326	-13.4%	Shares	Sole	2023-08-11
2023-03-31	$56,111,754	271,675	-28.9%	Shares	Sole	2023-05-15
2022-12-31	$63,930,769	382,064	-26.8%	Shares	Sole	2023-02-13
2022-09-30	$79,453,207	521,963	+92.1%	Shares	Sole	2022-11-14
2022-06-30	$37,935,191	271,781	-53.3%	Shares	Sole	2022-08-12
2022-03-31	$139,242,398	581,485	+23.8%	Shares	Sole	2022-05-13
2021-12-31	$128,294,889	469,635	+1.3%	Shares	Sole	2022-02-11
2021-09-30	$115,853,502	463,618	+49.7%	Shares	Sole	2021-11-12
2021-06-30	$73,952,341	309,761	+295.1%	Shares	Sole	2021-08-13
2021-03-31	$19,478,899	78,408	+44.0%	Shares	Sole	2021-05-14
2020-12-31	$13,047,962	54,455	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.