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WDAY in the 13F filings

Workday Inc · CUSIP 98138H101

Sector · Software and IT servicesTheme · Internet, programming and data services
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 26 Jan 2024
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 32 listed it in both
Shares listed
47,368,242
combined, among listed positions
Reported value
$13.1bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 23 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WDAY in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
Baillie Gifford & Co6,972,854$1.9bn1.53%Trimmed-112,93426 Jan 2024 (the filing on sec.gov)
Janus Henderson Group Ltd6,488,335$1.8bn1.07%Trimmed-1,228,26314 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)4,277,211$1.2bn0.09%Trimmed-142,1695 Nov 2026 (the filing on sec.gov)
Viking Global Investors LP4,106,723$1.1bn4.15%Trimmed-1,129,92114 Feb 2024 (the filing on sec.gov)
Polen Capital Management LLC3,768,793$1.0bn2.51%Trimmed-181,52710 May 2024 (the filing on sec.gov)
Wellington Management Group LLP3,406,603$940m0.18%Trimmed-1,756,75912 Feb 2024 (the filing on sec.gov)
Jane Street Group LLC3,030,771$837m0.22%Added+2,726,97015 Feb 2024 (the filing on sec.gov)
Invesco Ltd2,239,824$618m0.15%Added+437,61513 Feb 2024 (the filing on sec.gov)
Tiger Global Management LLC1,981,237$547m3.89%Trimmed-841,15714 Feb 2024 (the filing on sec.gov)
Lone Pine Capital LLC1,547,870$427m3.70%Trimmed-1,031,74914 Feb 2024 (the filing on sec.gov)
Artisan Partners LP1,511,764$417m0.64%Added+75,90312 Feb 2024 (the filing on sec.gov)
Millennium Management LLC1,376,918$380m0.16%Newnew14 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,358,995$375m0.05%Added+23,49316 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC834,942$230m0.20%Trimmed-56,48914 Nov 2024 (the filing on sec.gov)
Citadel Advisors LLC664,852$184munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC592,639$164m2.92%Trimmed-69,21914 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP531,087$147m0.15%Added+224,90014 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC515,697$142m0.27%Trimmed-100,08714 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP388,838$107munder 0.1%Trimmed-110,80814 Feb 2024 (the filing on sec.gov)
Capital World Investors345,615$95munder 0.1%Added+4,60813 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC335,053$92m0.17%Added+172,38614 Feb 2024 (the filing on sec.gov)
Harris Associates LP297,419$82m0.14%Trimmed-128,31714 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd235,949$65m1.31%Trimmed-4,22614 Feb 2024 (the filing on sec.gov)
Steadfast Capital Management LP115,676$32m0.79%Trimmed-21,92014 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC84,603$23m0.15%Added+45,69114 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
33 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WDAY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201311$1.4bnn.a.n.a.
Q3 201311$1.8bnn.a.n.a.
Q4 201316$1.9bnn.a.n.a.
Q1 201416$2.5bnn.a.n.a.
Q2 201414$2.5bnn.a.n.a.
Q3 201410$2.1bnn.a.n.a.
Q4 20148$1.6bnn.a.n.a.
Q1 20159$2.2bnn.a.n.a.
Q2 20157$2.1bnn.a.n.a.
Q3 201513$2.2bnn.a.n.a.
Q4 201512$2.5bnn.a.n.a.
Q1 20168$3.6bnn.a.n.a.
Q2 201610$3.6bnn.a.n.a.
Q3 201615$4.6bnn.a.n.a.
Q4 201611$3.6bnn.a.n.a.
Q1 201710$4.7bnn.a.n.a.
Q2 201715$5.7bnn.a.n.a.
Q3 201717$6.1bnn.a.n.a.
Q4 201716$6.4bnn.a.n.a.
Q1 201818$8.1bnn.a.n.a.
Q2 201820$7.4bnn.a.n.a.
Q3 201816$8.8bnn.a.n.a.
Q4 201818$10.1bnn.a.n.a.
Q1 201924$12.1bnn.a.n.a.
Q2 201918$13.2bnn.a.n.a.
Q3 201919$10.9bnn.a.n.a.
Q4 201928$9.5bnn.a.n.a.
Q1 202030$6.9bnn.a.n.a.
Q2 202030$9.5bnn.a.n.a.
Q3 202035$10.9bnn.a.n.a.
Q4 202025$10.8bnn.a.n.a.
Q1 202120$12.4bnn.a.n.a.
Q2 202122$11.3bnn.a.n.a.
Q3 202130$12.4bnn.a.n.a.
Q4 202126$13.9bnn.a.n.a.
Q1 202236$12.3bnn.a.n.a.
Q2 202233$6.8bnn.a.n.a.
Q3 202231$7.2bnn.a.n.a.
Q4 202234$8.0bnn.a.n.a.
Q1 202334$9.3bnn.a.n.a.
Q2 202331$10.5bnn.a.n.a.
Q3 202336$10.5bnn.a.n.a.
Q4 202335$13.1bn1323
Q1 202440$12.2bn2318
Q2 202438$7.8bn1922
Q3 202433$9.7bn2016
Q4 202425$6.2bn1018
Q1 202522$5.0bn1313
Q2 202522$3.7bn1112
Q3 202522$4.3bn139
Q4 202515$4.9bn1821
Q1 202616$2.9bn1623
Q2 20269$2.5bn2315

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WDAY and GOOGL →WDAY and META →WDAY and SPCX →Choose a stock to compare with WDAY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WDAY, latest filings →Back to the 13F Explorer →