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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
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 5 Nov 2024
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 30 listed it in both
Shares listed
39,889,037
combined, among listed positions
Reported value
$9.7bn
combined, at the quarter end

Among the 94 comparable managers: 20 buyers (opened or added shares) and 16 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Baillie Gifford & Co6,573,616$1.6bn1.20%Added+11,2515 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd4,985,131$1.2bn0.62%Added+480,45914 Nov 2024 (the filing on sec.gov)
Polen Capital Management LLC4,802,526$1.2bn3.03%Added+1,373,62510 Feb 2025 (the filing on sec.gov)
Viking Global Investors LP3,267,712$799m2.91%Trimmed-692,25314 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)3,240,548$792munder 0.1%Trimmed-126,4935 Nov 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,210,115$540m0.46%Added+752,68814 Nov 2024 (the filing on sec.gov)
Tiger Global Management LLC1,880,237$460m1.96%Held014 Nov 2024 (the filing on sec.gov)
Millennium Management LLC1,842,963$450m0.21%Added+536,88614 Nov 2024 (the filing on sec.gov)
Lone Pine Capital LLC1,604,385$392m2.93%Newnew14 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,598,077$391munder 0.1%Added+505,12514 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP1,553,597$380m0.46%Added+784,27914 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP958,440$234munder 0.1%Trimmed-166,98614 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC768,675$188m0.15%Trimmed-76,84814 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP724,335$177m0.39%Added+642,05714 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC699,940$171m0.27%Trimmed-139,24614 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP613,800$150m0.35%Added+562,40014 Nov 2024 (the filing on sec.gov)
Jane Street Group LLC598,369$146munder 0.1%Trimmed-368,06115 Nov 2024 (the filing on sec.gov)
Capital World Investors350,970$86munder 0.1%Added+2,06513 Nov 2024 (the filing on sec.gov)
Rokos Capital Management LLP329,839$81m1.31%Added+43,52414 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC293,600$72m0.11%Addedn.a.13 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC272,946$66m0.09%Added+4,95114 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP162,710$40m0.24%Added+78,99212 Nov 2024 (the filing on sec.gov)
Man Group PLC99,811$24m0.06%Trimmed-50,15214 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP99,384$24munder 0.1%Added+8,36914 Nov 2024 (the filing on sec.gov)
Acadian Asset Management LLC82,697$20m0.06%Added+55,15912 Nov 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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 (2)

Exited (4)

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 →