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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 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 6 Aug 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 17 listed it in both
Shares listed
15,306,138
combined, among listed positions
Reported value
$3.7bn
combined, at the quarter end

Among the 95 comparable managers: 11 buyers (opened or added shares) and 12 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Polen Capital Management LLC3,571,930$857m2.63%Trimmed-372,57613 Aug 2025 (the filing on sec.gov)
Invesco Ltd2,187,137$525m0.09%Added+205,40313 Aug 2025 (the filing on sec.gov)
Baillie Gifford & Co1,606,807$386m0.29%Trimmed-4,016,8456 Aug 2025 (the filing on sec.gov)
Tiger Global Management LLC1,000,000$240m0.70%Trimmed-880,23714 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC921,382$221m0.23%Trimmed-108,39927 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP862,539$207m0.15%Added+266,94313 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc709,217$170munder 0.1%Trimmed-370,70014 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC692,756$166m0.13%Trimmed-25,69627 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC675,148$162m0.13%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP467,052$112munder 0.1%Trimmed-20,57914 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP448,874$108m0.43%Added+233,40713 Aug 2025 (the filing on sec.gov)
Millennium Management LLC439,015$105m0.05%New-187,43814 Aug 2025 (the filing on sec.gov)
Third Point LLC300,000$72m0.94%Newnew14 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP299,869$72m0.54%Added+92,71014 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC280,790$67m0.14%Addedn.a.7 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP255,560$61m0.11%Added+155,08214 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP177,637$43munder 0.1%Trimmed-259,12213 Aug 2025 (the filing on sec.gov)
Man Group PLC176,259$42m0.08%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd172,690$41munder 0.1%Trimmed-24,91314 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP42,900$10munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
Eisler Capital Management Ltd12,472$3.0munder 0.1%Trimmed-10,16312 Aug 2025 (the filing on sec.gov)
Harris Associates LP6,104$1.5munder 0.1%Trimmed-18,06414 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, 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 (3)

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 →