WDAY in the 13F filings
Workday Inc · CUSIP 98138H101
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 23 Jan 2026
- Managers listing it
- 36
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 18 listed it in both
- Shares listed
- 25,892,360
- combined, among listed positions
- Reported value
- $5.6bn
- combined, at the quarter end
Among the 92 comparable managers: 18 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,811,685.
Managers listing WDAY in Q4 2025
36 of 36 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 7,337,312 shares now+4,951,815
- Janus Henderson Group Ltdexisting position · 5,017,905 shares now+2,525,821
- First Eagle Investment Management LLCexisting position · 4,338,773 shares now+2,028,085
- Tudor Investment Corpnew position · 300,000 shares now+300,000
- Arrowstreet Capital LPexisting position · 1,360,166 shares now+252,341
Reductions
- Polen Capital Management LLCexisting position · 10,782 shares now-1,851,489
- Squarepoint Ops LLCexisting position · 166,026 shares now-1,039,603
- AQR Capital Management LLCexisting position · 353,212 shares now-311,035
- Fidelity (FMR LLC)existing position · 940,310 shares now-245,537
- Citadel Advisors LLCexisting position · 57,996 shares now-219,937
New positions and exits
New (5)
Exited (4)
- Hudson Bay Capital Management LPwas $67m
- Holocene Advisors LPwas $21m
- Renaissance Technologies LLCwas $8.9m
- Rokos Capital Management LLPwas $2.6m
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 →