L3VLUP
ProSign in

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 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 1 May 2024
Managers listing it
40
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 29 listed it in both
Shares listed
44,634,697
combined, among listed positions
Reported value
$12.2bn
combined, at the quarter end

Among the 93 comparable managers: 23 buyers (opened or added shares) and 18 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

40 of 40 holders

ActionFiling
Baillie Gifford & Co6,678,411$1.8bn1.42%Trimmed-294,4431 May 2024 (the filing on sec.gov)
Viking Global Investors LP5,288,586$1.4bn5.37%Added+1,181,86315 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd4,450,001$1.2bn0.66%Trimmed-2,038,33415 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)3,769,666$1.0bn0.07%Trimmed-507,5455 Nov 2026 (the filing on sec.gov)
Polen Capital Management LLC3,682,106$1.0bn2.32%Trimmed-86,68710 May 2024 (the filing on sec.gov)
Wellington Management Group LLP3,620,663$988m0.17%Added+214,06015 May 2024 (the filing on sec.gov)
Jane Street Group LLC2,674,071$729m0.15%Trimmed-356,70016 May 2024 (the filing on sec.gov)
Millennium Management LLC1,910,718$521m0.22%New+533,80015 May 2024 (the filing on sec.gov)
Tiger Global Management LLC1,880,237$513m2.80%Trimmed-101,00015 May 2024 (the filing on sec.gov)
Artisan Partners LP1,465,917$400m0.58%Trimmed-45,84713 May 2024 (the filing on sec.gov)
Lone Pine Capital LLC1,414,824$386m3.05%Trimmed-133,04615 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,311,242$358munder 0.1%Trimmed-47,75315 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.997,887$272m0.23%Addedn.a.15 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC869,793$237m0.20%Added+34,85114 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP786,948$215m0.33%Addedn.a.15 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC426,003$116m0.20%Trimmed-89,69415 May 2024 (the filing on sec.gov)
AQR Capital Management LLC381,248$104m0.18%Added+46,19515 May 2024 (the filing on sec.gov)
AllianceBernstein LP355,597$97munder 0.1%Trimmed-33,24114 May 2024 (the filing on sec.gov)
Capital World Investors346,626$95munder 0.1%Added+1,01114 May 2024 (the filing on sec.gov)
Rokos Capital Management LLP332,986$91m0.48%Added+255,97117 May 2024 (the filing on sec.gov)
Moore Capital Management LP308,779$84m1.34%Added+256,43215 May 2024 (the filing on sec.gov)
Steadfast Capital Management LP276,476$75m1.70%Added+160,80015 May 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC230,974$63m0.94%Trimmed-361,66515 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP216,093$59m0.05%Trimmed-314,99415 May 2024 (the filing on sec.gov)
D1 Capital Partners LP205,500$56m0.85%Newnew15 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 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 (7)

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 →