Nearwater Capital Markets, Ltd

Position in WDAY — Workday, Inc.

CIK 1915842 NEW YORK, NY

Position in WDAY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$14,940,800

-$17,276,200 QoQ

Shares Held

115,000

-23.3% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nearwater Capital Markets, Ltd holds $348,399,340 across 5 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	2,181,000	$157,380,960
2	U	Unity Software Inc.	2,881,000	$82,338,980
3	DT	Dynatrace, Inc.	1,770,000	$77,720,700
4	ADBE	Adobe Inc.	105,000	$21,527,100
5	NOW	ServiceNow, Inc.	95,000	$9,431,600

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,940,800	115,000	-23.3%	Shares	Sole	2026-05-15
2025-12-31	$32,217,000	150,000	0.0%	Shares	Sole	2026-02-17
2025-09-30	$36,109,500	150,000	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.