Lakehouse Capital Pty Ltd: WDAY position timeline

Lakehouse Capital Pty Ltd held 43,773 WDAY shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 43,773 shares

   Change vs previous 13F +19,174 shares

   7.31% of the 13F portfolio, value $8,337,000.

   13F-HR 0001844830-26-000004 filed by Lakehouse Capital Pty Ltd
   Accepted 2026-10-05 23:57:29 UTC, ingested 2026-10-07 02:15:51 UTC

2. period ended2026-06-30

   13F 24,599 shares

   Change vs previous 13F -31,058 shares

   3.33% of the 13F portfolio, value $3,011,000.

   13F-HR 0001844830-26-000003 filed by Lakehouse Capital Pty Ltd
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 55,657 shares

   Change vs previous 13F +6,717 shares

   7.12% of the 13F portfolio, value $10,558,000.

   13F-HR 0001844830-26-000002 filed by Lakehouse Capital Pty Ltd
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 48,940 shares

   Change vs previous 13F not available

   7.58% of the 13F portfolio, value $10,511,000.

   13F-HR 0001844830-26-000001 filed by Lakehouse Capital Pty Ltd
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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