WDAY in the 13F filings
Workday Inc · CUSIP 98138H101
- 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
22 of 22 holders
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 2,492,084 shares now+2,319,394
- First Eagle Investment Management LLCnew position · 2,310,688 shares now+2,310,688
- Bridgewater Associates LPexisting position · 1,040,435 shares now+591,561
- Squarepoint Ops LLCexisting position · 1,205,629 shares now+284,247
- Hudson Bay Capital Management LPnew position · 276,648 shares now+276,648
Reductions
- Polen Capital Management LLCexisting position · 1,862,271 shares now-1,709,659
- Freestone Grove Partners LPexisting position · 111,721 shares now-188,148
- Acadian Asset Management LLCexisting position · 159,776 shares now-121,014
- Baillie Gifford & Coexisting position · 1,528,946 shares now-77,861
- Man Group PLCexisting position · 145,683 shares now-30,576
New positions and exits
New (5)
Exited (1)
- Third Point LLCwas $72m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 11 | $1.4bn | n.a. | n.a. |
| Q3 2013 | 11 | $1.8bn | n.a. | n.a. |
| Q4 2013 | 16 | $1.9bn | n.a. | n.a. |
| Q1 2014 | 16 | $2.5bn | n.a. | n.a. |
| Q2 2014 | 14 | $2.5bn | n.a. | n.a. |
| Q3 2014 | 10 | $2.1bn | n.a. | n.a. |
| Q4 2014 | 8 | $1.6bn | n.a. | n.a. |
| Q1 2015 | 9 | $2.2bn | n.a. | n.a. |
| Q2 2015 | 7 | $2.1bn | n.a. | n.a. |
| Q3 2015 | 13 | $2.2bn | n.a. | n.a. |
| Q4 2015 | 12 | $2.5bn | n.a. | n.a. |
| Q1 2016 | 8 | $3.6bn | n.a. | n.a. |
| Q2 2016 | 10 | $3.6bn | n.a. | n.a. |
| Q3 2016 | 15 | $4.6bn | n.a. | n.a. |
| Q4 2016 | 11 | $3.6bn | n.a. | n.a. |
| Q1 2017 | 10 | $4.7bn | n.a. | n.a. |
| Q2 2017 | 15 | $5.7bn | n.a. | n.a. |
| Q3 2017 | 17 | $6.1bn | n.a. | n.a. |
| Q4 2017 | 16 | $6.4bn | n.a. | n.a. |
| Q1 2018 | 18 | $8.1bn | n.a. | n.a. |
| Q2 2018 | 20 | $7.4bn | n.a. | n.a. |
| Q3 2018 | 16 | $8.8bn | n.a. | n.a. |
| Q4 2018 | 18 | $10.1bn | n.a. | n.a. |
| Q1 2019 | 24 | $12.1bn | n.a. | n.a. |
| Q2 2019 | 18 | $13.2bn | n.a. | n.a. |
| Q3 2019 | 19 | $10.9bn | n.a. | n.a. |
| Q4 2019 | 28 | $9.5bn | n.a. | n.a. |
| Q1 2020 | 30 | $6.9bn | n.a. | n.a. |
| Q2 2020 | 30 | $9.5bn | n.a. | n.a. |
| Q3 2020 | 35 | $10.9bn | n.a. | n.a. |
| Q4 2020 | 25 | $10.8bn | n.a. | n.a. |
| Q1 2021 | 20 | $12.4bn | n.a. | n.a. |
| Q2 2021 | 22 | $11.3bn | n.a. | n.a. |
| Q3 2021 | 30 | $12.4bn | n.a. | n.a. |
| Q4 2021 | 26 | $13.9bn | n.a. | n.a. |
| Q1 2022 | 36 | $12.3bn | n.a. | n.a. |
| Q2 2022 | 33 | $6.8bn | n.a. | n.a. |
| Q3 2022 | 31 | $7.2bn | n.a. | n.a. |
| Q4 2022 | 34 | $8.0bn | n.a. | n.a. |
| Q1 2023 | 34 | $9.3bn | n.a. | n.a. |
| Q2 2023 | 31 | $10.5bn | n.a. | n.a. |
| Q3 2023 | 36 | $10.5bn | n.a. | n.a. |
| Q4 2023 | 35 | $13.1bn | 13 | 23 |
| Q1 2024 | 40 | $12.2bn | 23 | 18 |
| Q2 2024 | 38 | $7.8bn | 19 | 22 |
| Q3 2024 | 33 | $9.7bn | 20 | 16 |
| Q4 2024 | 25 | $6.2bn | 10 | 18 |
| Q1 2025 | 22 | $5.0bn | 13 | 13 |
| Q2 2025 | 22 | $3.7bn | 11 | 12 |
| Q3 2025 | 22 | $4.3bn | 13 | 9 |
| Q4 2025 | 15 | $4.9bn | 18 | 21 |
| Q1 2026 | 16 | $2.9bn | 16 | 23 |
| Q2 2026 | 9 | $2.5bn | 23 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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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 →