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Kodai Capital Management LP: WDAY position timeline

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

Kodai Capital Management LP held 148,168 WDAY shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 148,168 shares
    Change vs previous 13F +138,460 shares

    1.37% of the 13F portfolio, value $34,601,673.

    13F-HR 0001999612-25-000004 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 9,708 shares
    Change vs previous 13F +9,708 shares

    0.1% of the 13F portfolio, value $2,504,955.

    13F-HR 0001999612-25-000003 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -184,351 shares

    13F-HR 0001172661-24-005143 filed by Kodai Capital Management LP
    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.

  4. period ended2024-06-30
    13F 184,351 shares
    Change vs previous 13F -65,831 shares

    0.78% of the 13F portfolio, value $41,213,510.

    13F-HR 0001172661-24-003523 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 250,182 shares
    Change vs previous 13F -61,323 shares

    1.59% of the 13F portfolio, value $68,237,141.

    13F-HR 0001172661-24-002386 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 311,505 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $85,994,070.

    13F-HR 0001172661-24-000752 filed by Kodai Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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