L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 7 May 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 17 listed it in both
Shares listed
21,570,634
combined, among listed positions
Reported value
$5.0bn
combined, at the quarter end

Among the 95 comparable managers: 13 buyers (opened or added shares) and 13 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 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, 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
Baillie Gifford & Co5,623,652$1.3bn1.15%Trimmed-709,4857 May 2025 (the filing on sec.gov)
Polen Capital Management LLC3,944,506$921m2.89%Trimmed-343,11712 May 2025 (the filing on sec.gov)
Fidelity (FMR LLC)2,110,198$493munder 0.1%Trimmed-601,1395 Nov 2026 (the filing on sec.gov)
Invesco Ltd1,981,734$463m0.09%Added+125,95612 May 2025 (the filing on sec.gov)
Tiger Global Management LLC1,880,237$439m1.65%Held015 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,079,917$252munder 0.1%Added+233,25314 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,029,781$240m0.29%Added+876,58627 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC718,452$168m0.14%Added+24,86827 Oct 2026 (the filing on sec.gov)
Millennium Management LLC626,453$146m0.08%Newnew15 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP595,596$139m0.11%Added+314,20914 May 2025 (the filing on sec.gov)
Wellington Management Group LLP487,631$114munder 0.1%Trimmed-253,22813 May 2025 (the filing on sec.gov)
Marshall Wace LLP436,759$102m0.13%Trimmed-25,89215 May 2025 (the filing on sec.gov)
Bridgewater Associates LP215,467$50m0.23%Added+117,30614 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP207,159$48m0.50%Added+2,43115 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd197,603$47munder 0.1%Trimmed-27,17315 May 2025 (the filing on sec.gov)
Verition Fund Management LLC143,464$34m0.16%Addedn.a.15 May 2025 (the filing on sec.gov)
Rokos Capital Management LLP101,815$24m0.25%Trimmed-122,07115 May 2025 (the filing on sec.gov)
Two Sigma Investments LP100,478$23m0.05%Addedn.a.15 May 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP31,549$7.4m0.07%Newnew14 May 2025 (the filing on sec.gov)
Harris Associates LP24,168$5.6munder 0.1%Trimmed-1,32915 May 2025 (the filing on sec.gov)
Eisler Capital Management Ltd22,635$5.3munder 0.1%Added+3,76814 May 2025 (the filing on sec.gov)
Moore Capital Management LP11,380$2.7m0.05%Newnew12 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 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.

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 →