WORKDAY INC WDAY
CL A · Common Stock · CUSIP 98138H101 · ISIN US98138H1014
Financial and corporate software company
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- HeadquartersPleasanton, CA
- Founded2005
- Websiteworkday.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($98.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $122.43. Options: 41 managers hold calls ($845.2m notional), 37 hold puts ($842.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 787 |
| Q4 2022 | 806 |
| Q1 2023 | 871 |
| Q2 2023 | 899 |
| Q3 2023 | 939 |
| Q4 2023 | 1,053 |
| Q1 2024 | 1,071 |
| Q2 2024 | 1,044 |
| Q3 2024 | 1,083 |
| Q4 2024 | 1,132 |
| Q1 2025 | 1,146 |
| Q2 2025 | 1,143 |
| Q3 2025 | 1,096 |
| Q4 2025 | 1,094 |
| Q1 2026 | 942 |
| Q2 2026 | 913 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 601 | 417 |
| Q4 2024 | 588 | 455 |
| Q1 2025 | 611 | 472 |
| Q2 2025 | 574 | 527 |
| Q3 2025 | 499 | 610 |
| Q4 2025 | 415 | 624 |
| Q1 2026 | 487 | 617 |
| Q2 2026 | 475 | 478 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.3bn | $1.5bn | 1.15 |
| Q4 2025 | $753.9m | $698.3m | 0.93 |
| Q1 2026 | $873.7m | $580.3m | 0.66 |
| Q2 2026 | $845.2m | $842.8m | 1.00 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +10.0m |
| EAGLE CAPITAL MANAGEMENT LLC | Added | +2.6m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +2.0m |
| PZENA INVESTMENT MANAGEMENT LLC | New | +2.0m |
| BlackRock, Inc. | Added | +1.0m |
| MORGAN STANLEY | Added | +874.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +741.9k |
| Select Equity Group, L.P. | Added | +679.0k |
| GOLDMAN SACHS GROUP INC | Added | +678.6k |
| FIRST MANHATTAN CO. LLC. | New | +639.3k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -2.1m |
| BROWN ADVISORY INC | Reduced | -1.9m |
| GENERATION INVESTMENT MANAGEMENT LLP | Reduced | -1.9m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.3m |
| Temasek Holdings (Private) Ltd | Sold out | -889.3k |
| VAN ECK ASSOCIATES CORP | Reduced | -795.5k |
| Vontobel Holding Ltd. | Reduced | -666.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -612.7k |
| Swiss Life Asset Management Ltd | Reduced | -549.5k |
| ANTIPODES PARTNERS Ltd | Reduced | -465.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $137.7m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $135.8m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $119.4m975.2k shares |
| IMC-Chicago, LLC | Added | $83.4m681.6k shares |
| Optiver Holding B.V. | Added | $69.7m569.2k shares |
| Squarepoint Ops LLC | Reduced | $45.4m371.2k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $35.9m293.1k shares |
| Walleye Trading LLC | Added | $21.9m178.8k shares |
| SIMPLEX TRADING, LLC | Added | $17.4m142.5k shares |
| Oribel Capital Management, LP | Added | $16.3m133.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $194.2m1.6m shares |
| GOLDMAN SACHS GROUP INC | Added | $94.4m771.2k shares |
| CITADEL ADVISORS LLC | Added | $91.4m746.8k shares |
| JANE STREET GROUP, LLC | Added | $89.6m731.6k shares |
| IMC-Chicago, LLC | Added | $50.2m410.3k shares |
| MARK ASSET MANAGEMENT LP | New | $36.5m298.2k shares |
| Squarepoint Ops LLC | Added | $25.9m211.6k shares |
| Point72 Asset Management, L.P. | Reduced | $24.6m200.8k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $24.5m200.0k shares |
| Walleye Trading LLC | Added | $24.3m198.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DUFFIELD DAVID A 13G · exempt (held before listing) -0.3 pts · filed 2026-02-12 | 19.0% |
| BlackRock, Inc. 13G · institution +0.3 pts · filed 2026-09-04 | 10.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13G · institution +1.2 pts · filed 2026-08-12 | 6.3% |
| EAGLE CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-14 | 5.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $4.6m | $4.6m |
| Q1 2025 | 0 | — | 6 | $6.5m | $6.5m |
| Q2 2025 | 0 | — | 3 | $3.5m | $3.5m |
| Q3 2025 | 0 | — | 4 | $3.6m | $3.6m |
| Q4 2025 | 0 | — | 6 | $6.6m | $6.6m |
| Q1 2026 | 0 | — | 6 | $7.8m | $7.8m |
| Q2 2026 | 0 | — | 4 | $2.8m | $2.8m |
| Q3 2026 | 0 | — | 4 | $2.1m | $2.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | DUFFIELD DAVID A 10% owner | Sold plan | $18.7m99.0k shares |
| 2026-09-23 | DUFFIELD DAVID A 10% owner | Sold plan | $19.1m99.6k shares |
| 2026-09-18 | DUFFIELD DAVID A 10% owner | Sold plan | $18.3m94.1k shares |
| 2026-09-15 | DUFFIELD DAVID A 10% owner | Sold plan | $18.6m96.5k shares |
| 2026-09-10 | DUFFIELD DAVID A 10% owner | Sold plan | $18.7m100.8k shares |
| 2026-09-04 | DUFFIELD DAVID A 10% owner | Sold plan | $18.0m90.6k shares |
| 2026-09-01 | DUFFIELD DAVID A 10% owner | Sold plan | $18.9m95.0k shares |
| 2026-07-10 | Garfield Mark S. Chief Accounting Officer | Sold plan | $130.5k918 shares |
| 2026-07-09 | DUFFIELD DAVID A 10% owner | Sold plan | $14.7m107.5k shares |
| 2026-07-07 | Rowe Zane Chief Financial Officer | Sold plan | $862.2k6.0k shares |
| 2026-07-07 | Kazmaier Gerrit S President, Prod. and Tech. | Sold plan | $391.8k2.7k shares |
| 2026-07-06 | DUFFIELD DAVID A 10% owner | Sold plan | $14.5m107.5k shares |
| 2026-07-05 | Enslin Robert President, CCO | Sold plan | $725.0k5.4k shares |
| 2026-06-30 | DUFFIELD DAVID A 10% owner | Sold plan | $13.1m107.5k shares |
| 2026-06-25 | DUFFIELD DAVID A 10% owner | Sold plan | $12.4m107.5k shares |
| 2026-06-22 | DUFFIELD DAVID A 10% owner | Sold plan | $12.3m107.5k shares |
| 2026-06-17 | DUFFIELD DAVID A 10% owner | Sold plan | $13.4m107.5k shares |
| 2026-06-12 | DUFFIELD DAVID A 10% owner | Sold plan | $13.8m107.5k shares |
| 2026-06-09 | DUFFIELD DAVID A 10% owner | Sold plan | $14.9m107.5k shares |
| 2026-06-04 | DUFFIELD DAVID A 10% owner | Sold plan | $16.1m107.5k shares |
| 2026-06-01 | DUFFIELD DAVID A 10% owner | Sold plan | $16.8m107.5k shares |
| 2026-04-10 | Garfield Mark S. Chief Accounting Officer | Sold plan | $179.2k1.6k shares |
| 2026-04-09 | DUFFIELD DAVID A 10% owner | Sold plan | $12.1m107.5k shares |
| 2026-04-07 | Kazmaier Gerrit S President, Prod. and Tech. | Sold plan | $1.2m9.4k shares |
| 2026-04-07 | Rowe Zane Chief Financial Officer | Sold plan | $769.3k6.0k shares |
| 2026-04-06 | DUFFIELD DAVID A 10% owner | Sold plan | $13.9m107.5k shares |
| 2026-04-06 | Enslin Robert President, CCO | Sold plan | $695.3k5.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 21.1m $2.6bn | Added +1.0m |
| First Eagle Investment Management, LLC 1.79% of their portfolio | 17.6m $2.2bn | Added +10.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 13.2m $1.6bn | Reduced -612.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4.53% of their portfolio | 12.7m $1.6bn | Added +2.0m |
| EAGLE CAPITAL MANAGEMENT LLC 4.23% of their portfolio | 11.3m $1.4bn | Added +2.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.06% of their portfolio | 11.2m $1.4bn | Reduced -461.1k |
| STATE STREET CORP 0.03% of their portfolio | 9.6m $1.2bn | Added +33.8k |
| Invesco Ltd. 0.08% of their portfolio | 8.1m $997.1m | Added +393.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 5.9m $721.7m | Added +741.9k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 4.6m $566.0m | Added +678.6k |
| MORGAN STANLEY 0.02% of their portfolio | 3.6m $442.2m | Added +874.4k |
| FIL Ltd 0.29% of their portfolio | 3.2m $397.3m | Added +426.8k |
| CITIGROUP INC 0.17% of their portfolio | 3.1m $374.9m | Added +461.6k |
| Pictet Asset Management Holding SA 0.33% of their portfolio | 2.8m $345.2m | Added +15.8k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.5m $306.1m | Reduced -1.3m |
| UBS Group AG 0.05% of their portfolio | 2.4m $295.8m | Reduced -188.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 2.4m $288.8m | Added +224.6k |
| GENERATION INVESTMENT MANAGEMENT LLP 2.75% of their portfolio | 2.3m $282.9m | Reduced -1.9m |
| LOOMIS SAYLES & CO L P 0.35% of their portfolio | 2.3m $281.0m | Added +215.9k |
| NORGES BANK 0.03% of their portfolio | 2.2m $269.0m | Not comparable |
| PZENA INVESTMENT MANAGEMENT LLC 0.71% of their portfolio | 2.0m $241.3m | New |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.0m $240.0m | Reduced -86.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.7m $210.5m | Added +39.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.7m $206.3m | Added +78.6k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 1.6m $200.0m | Added +217.4k |
| Meritage Group LP 7.71% of their portfolio | 1.6m $200.0m | Added +10.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.15% of their portfolio | 1.6m $195.2m | Reduced -346.7k |
| BARCLAYS PLC 0.06% of their portfolio | 1.6m $189.8m | Added +402.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 1.5m $184.3m | Added +301.1k |
| Nuveen, LLC 0.04% of their portfolio | 1.5m $183.0m | Added +266.1k |
| Legal & General Group Plc 0.04% of their portfolio | 1.5m $181.8m | Reduced -35.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio | 1.4m $177.3m | Added +266.8k |
| Tidal Investments LLC 0.43% of their portfolio | 1.4m $176.2m | Added +437.2k |
| Select Equity Group, L.P. 0.86% of their portfolio | 1.3m $163.1m | Added +679.0k |
| Amundi 0.04% of their portfolio | 1.3m $160.3m | Added +51.4k |
| Pacer Advisors, Inc. 0.40% of their portfolio | 1.3m $155.2m | Added +41.0k |
| BAILLIE GIFFORD & CO 0.13% of their portfolio | 1.2m $146.7m | Reduced -169.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.2m $146.0m | Reduced -64.0k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.1m $140.1m | Reduced -84.0k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 9.04% of their portfolio | 1.0m $123.5m | Reduced -94.4k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.0m $123.4m | Added +90.8k |
| FMR LLC 0.01% of their portfolio | 991.6k $121.4m | Added +207.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 891.9k $109.2m | Added +535.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.08% of their portfolio | 813.8k $97.8m | Added +9.1k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 751.4k $92.0m | Added +630.3k |
| BRISTOL JOHN W & CO INC /NY/ 1.31% of their portfolio | 721.4k $88.3m | Reduced -6.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 682.2k $83.5m | Reduced -11.2k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 672.9k $82.4m | Reduced -37.4k |
| Mondrian Investment Partners LTD 1.23% of their portfolio | 652.7k $79.9m | Added +38.3k |
| FIRST MANHATTAN CO. LLC. 0.20% of their portfolio | 639.3k $78.3m | New |
| Lead Edge Capital Management, LLC 13.88% of their portfolio | 623.9k $76.4m | Added +8.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.16% of their portfolio | 601.9k $73.7m | Added +520.6k |
| Swiss National Bank 0.04% of their portfolio | 593.8k $72.7m | Reduced -31.3k |
| Quantinno Capital Management LP 0.08% of their portfolio | 574.8k $70.4m | Added +202.2k |
| Retirement Systems of Alabama 0.20% of their portfolio | 540.3k $66.1m | Added +199.8k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 539.1k $66.0m | Added +202.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 529.3k $64.8m | Added +34.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.32% of their portfolio | 518.2k $63.4m | Added +845 |
| CAPITAL FUND MANAGEMENT S.A. 0.44% of their portfolio | 506.3k $62.0m | Added +478.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 503.9k $61.7m | Added +49.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 501.1k $61.3m | Reduced -9.8k |
| NZS Capital, LLC 1.58% of their portfolio | 497.9k $60.9m | Reduced -34.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 494.7k $60.6m | Added +45.3k |
| Invenomic Capital Management LP 3.48% of their portfolio | 476.1k $58.3m | Reduced -83.8k |
| National Pension Service 0.04% of their portfolio | 460.5k $56.4m | Added +49.1k |
| Vanguard Global Advisers, LLC 0.03% of their portfolio | 457.1k $56.0m | Reduced -19.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 435.9k $53.4m | Added +376.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 401.3k $49.1m | Added +34.4k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 391.9k $48.0m | Added +181.9k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.89% of their portfolio | 384.9k $47.1m | New |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 369.0k $45.2m | Reduced -21.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio | 368.1k $45.1m | Reduced -19.9k |
| Junto Capital Management LP 0.83% of their portfolio | 367.6k $45.0m | New |
| KBC Group NV 0.10% of their portfolio | 363.6k $44.5m | Reduced -9.5k |
| Freestone Grove Partners LP 0.28% of their portfolio | 352.3k $43.1m | New |
| California Public Employees Retirement System 0.02% of their portfolio | 348.1k $42.6m | Reduced -10.3k |
| Achmea Investment Management B.V. 1.06% of their portfolio | 347.1k $42.5m | Added +334.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 338.8k $41.5m | Reduced -30.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 338.7k $41.5m | Reduced -31.3k |
| Douglas Lane & Associates, LLC 0.55% of their portfolio | 330.0k $40.4m | Added +18.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 328.5k $40.2m | Reduced -109.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 302.0k $37.0m | Added +191.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 301.5k $36.9m | Reduced -9.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 294.2k $36.0m | Added +45.3k |
| CANADA LIFE ASSURANCE Co 0.06% of their portfolio | 287.2k $35.1m | Added +4.8k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 278.7k $34.1m | Reduced -404.2k |
| SG Americas Securities, LLC 0.02% of their portfolio | 276.7k $33.9m | Added +86.6k |
| NATIXIS 0.16% of their portfolio | 271.2k $33.2m | Added +218.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 263.5k $32.2m | Added +40.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 253.2k $32.9m | Reduced -33.4k |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 236.3k $28.9m | Added +32.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 235.8k $29.0m | Added +34.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 231.2k $28.3m | Reduced -18.3k |
| ProShare Advisors LLC 0.04% of their portfolio | 228.7k $28.0m | Reduced -84.7k |
| NICHOLAS COMPANY, INC. 0.49% of their portfolio | 217.1k $26.6m | Reduced -155 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 216.9k $26.6m | Added +79.7k |
| Squarepoint Ops LLC 0.05% of their portfolio | 216.8k $26.5m | Reduced -410.7k |
| GUGGENHEIM CAPITAL LLC 0.17% of their portfolio | 215.8k $26.4m | Added +9.1k |
| EXCHANGE TRADED CONCEPTS, LLC 0.13% of their portfolio | 215.2k $26.3m | Added +64.8k |
| Man Group plc 0.05% of their portfolio | 213.2k $26.1m | Added +41.1k |