L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Oct 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 17 listed it in both
Shares listed
17,983,159
combined, among listed positions
Reported value
$4.3bn
combined, at the quarter end

Among the 95 comparable managers: 13 buyers (opened or added shares) and 9 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 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 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
Janus Henderson Group Ltd2,492,084$600m0.27%Added+2,319,39414 Nov 2025 (the filing on sec.gov)
Invesco Ltd2,385,497$574m0.09%Added+198,36013 Nov 2025 (the filing on sec.gov)
First Eagle Investment Management LLC2,310,688$556m1.01%Newnew12 Nov 2025 (the filing on sec.gov)
Polen Capital Management LLC1,862,271$448m1.46%Trimmed-1,709,65912 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co1,528,946$368m0.27%Trimmed-77,86131 Oct 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,205,629$290m0.29%Added+284,24714 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,107,825$267m0.17%Added+245,28613 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP1,040,435$250m0.98%Added+591,56113 Nov 2025 (the filing on sec.gov)
Tiger Global Management LLC1,000,000$241m0.74%Held014 Nov 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc718,389$173munder 0.1%Added+9,17214 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC679,178$163m0.12%Trimmed-13,57827 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC664,247$160m0.10%Trimmed-10,90114 Nov 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP276,648$67m0.22%Newnew15 Dec 2025 (the filing on sec.gov)
Acadian Asset Management LLC159,776$38m0.07%Trimmed-121,01413 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP153,429$37munder 0.1%Trimmed-24,20813 Nov 2025 (the filing on sec.gov)
Man Group PLC145,683$35m0.06%Trimmed-30,57614 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP111,721$27m0.20%Trimmed-188,14814 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP86,460$21munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Winton Group Ltd22,407$5.4m0.20%Newnew13 Nov 2025 (the filing on sec.gov)
Eisler Capital Management Ltd14,591$3.6munder 0.1%Added+2,11913 Nov 2025 (the filing on sec.gov)
Rokos Capital Management LLP10,659$2.6munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Harris Associates LP6,596$1.6munder 0.1%Added+49214 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 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 →