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Disclosery

HMI Capital Management, L.P.: WDAY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on WDAY, newest first. How the timeline and the estimate are built.

HMI Capital Management, L.P. held 0 WDAY shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -437,100 shares

    13F-HR 0001469026-26-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 437,100 shares
    Change vs previous 13F -305,985 shares

    6.08% of the 13F portfolio, value $105,223,083.

    13F-HR 0001469026-25-000007 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F/A 743,085 shares
    Change vs previous 13F -4,000 shares

    10.12% of the 13F portfolio, value $178,340,400.

    13F-HR/A 0001085146-25-005720 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 747,085 shares
    Change vs previous 13F 0 shares

    9.5% of the 13F portfolio, value $174,466,760.

    13F-HR 0001085146-25-003236 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 747,085 shares
    Change vs previous 13F +69,050 shares

    9.68% of the 13F portfolio, value $192,770,343.

    13F-HR 0001469026-25-000002 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 678,035 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $165,718,534.

    13F-HR 0001469026-24-000010 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).