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 ($56.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $152.36. Options: 42 managers hold calls ($1.2bn notional), 35 hold puts ($1.1bn).
Biggest calls
| CITADEL ADVISORS LLC | — | $334.5m2.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $250.4m1.6m shares |
| MILLENNIUM MANAGEMENT LLC | — | $93.5m614.4k shares |
| JANE STREET GROUP, LLC | — | $78.0m512.3k shares |
| Parallax Volatility Advisers, L.P. | — | $76.4m502.1k shares |
| D. E. Shaw & Co., Inc. | — | $43.8m287.8k shares |
| Walleye Trading LLC | — | $36.9m242.7k shares |
| SIMPLEX TRADING, LLC | — | $36.4m239.1k shares |
| IMC-Chicago, LLC | — | $26.5m174.2k shares |
| Squarepoint Ops LLC | — | $26.3m172.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $196.4m1.3m shares |
| CITADEL ADVISORS LLC | — | $189.8m1.2m shares |
| MILLENNIUM MANAGEMENT LLC | — | $122.4m804.1k shares |
| Parallax Volatility Advisers, L.P. | — | $98.4m646.4k shares |
| D. E. Shaw & Co., Inc. | — | $75.3m494.9k shares |
| CITIGROUP INC | — | $60.9m400.0k shares |
| JANE STREET GROUP, LLC | — | $48.3m317.2k shares |
| SIMPLEX TRADING, LLC | — | $43.1m282.9k shares |
| Squarepoint Ops LLC | — | $38.7m254.3k shares |
| BANK OF AMERICA CORP /DE/ | — | $38.1m250.0k 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 in Q3 2022
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 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 8 | $197.2m | — |
| Q1 2022 | 0 | — | 9 | $89.0m | — |
| Q2 2022 | 0 | — | 8 | $17.7m | — |
| Q3 2022 | 0 | — | 7 | $4.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-15 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold | $16.0m102.5k shares |
| 2022-09-15 | Fernandez Gomez Luciano Co-CEO, director | Sold | $323.9k2.0k shares |
| 2022-09-15 | Robinson Douglas A. Co-President | Sold | $35.0k221 shares |
| 2022-07-15 | Fernandez Gomez Luciano Co-CEO, director | Sold | $817.5k5.9k shares |
| 2022-07-15 | Sisco Robynne Co-President & CFO | Sold | $780.9k5.6k shares |
| 2022-07-15 | Bozzini James COO & Executive Vice President | Sold | $696.6k5.0k shares |
| 2022-07-15 | BHUSRI ANEEL Co-CEO, director | Sold | $484.0k3.5k shares |
| 2022-07-15 | Sauer Richard Harry Chief Legal Officer & Secty | Sold | $426.4k3.1k shares |
| 2022-07-15 | Robinson Douglas A. Co-President | Sold | $294.6k2.1k shares |
| 2022-07-15 | Larson Barbara A Chief Financial Officer | Sold | $271.7k2.0k 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| JANUS HENDERSON GROUP PLC 1.12% of their portfolio | 19.7m $3.0bn | — |
| VANGUARD GROUP INC 0.06% of their portfolio | 12.8m $2.0bn | — |
| BlackRock Inc. 0.06% of their portfolio | 11.7m $1.8bn | — |
| BAILLIE GIFFORD & CO 1.15% of their portfolio | 7.3m $1.1bn | — |
| LONE PINE CAPITAL LLC 7.20% of their portfolio | 5.0m $764.0m | — |
| STATE STREET CORP 0.04% of their portfolio | 4.2m $635.7m | — |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 3.8m $577.9m | — |
| Sustainable Growth Advisers, LP 4.09% of their portfolio | 3.6m $547.6m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.38% of their portfolio | 3.6m $542.2m | — |
| NORGES BANK 0.14% of their portfolio | 3.5m $537.5m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 3.5m $536.7m | — |
| FMR LLC 0.05% of their portfolio | 3.4m $510.2m | — |
| TIGER GLOBAL MANAGEMENT LLC 4.43% of their portfolio | 3.2m $482.9m | — |
| Clearbridge Investments, LLC 0.48% of their portfolio | 3.1m $473.9m | — |
| FRANKLIN RESOURCES INC 0.24% of their portfolio | 2.9m $448.1m | — |
| LOOMIS SAYLES & CO L P 0.83% of their portfolio | 2.7m $411.3m | — |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 2.4m $372.9m | — |
| Bares Capital Management, Inc. 14.17% of their portfolio | 2.4m $363.4m | — |
| Meritage Group LP 12.53% of their portfolio | 2.3m $352.3m | — |
| HARRIS ASSOCIATES L P 0.59% of their portfolio | 2.3m $351.5m | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.46% of their portfolio | 2.2m $340.6m | — |
| AMERICAN CENTURY COMPANIES INC 0.29% of their portfolio | 2.2m $328.1m | — |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 2.1m $323.7m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 2.1m $319.2m | — |
| FIL Ltd 0.39% of their portfolio | 2.0m $304.7m | — |
| Nuveen Asset Management, LLC 0.12% of their portfolio | 2.0m $303.6m | — |
| Ownership Capital B.V. 5.61% of their portfolio | 1.9m $290.3m | — |
| PICTET ASSET MANAGEMENT SA 0.41% of their portfolio | 1.8m $276.3m | — |
| Bank of New York Mellon Corp 0.06% of their portfolio | 1.7m $265.0m | — |
| CITADEL ADVISORS LLC 0.33% of their portfolio | 1.7m $263.2m | — |
| Champlain Investment Partners, LLC 1.70% of their portfolio | 1.6m $248.9m | — |
| STEADFAST CAPITAL MANAGEMENT LP 6.80% of their portfolio | 1.6m $246.9m | — |
| BLAIR WILLIAM & CO/IL 1.04% of their portfolio | 1.5m $225.6m | — |
| MORGAN STANLEY 0.03% of their portfolio | 1.3m $197.1m | — |
| NORTHERN TRUST CORP 0.04% of their portfolio | 1.3m $196.5m | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.2m $184.8m | — |
| Legal & General Group Plc 0.07% of their portfolio | 1.2m $178.3m | — |
| FIRST TRUST ADVISORS LP 0.22% of their portfolio | 1.1m $172.1m | — |
| Skye Global Management LP 3.98% of their portfolio | 1.1m $170.8m | — |
| Matrix Capital Management Company, LP 3.26% of their portfolio | 1.1m $170.6m | — |
| MILLENNIUM MANAGEMENT LLC 0.21% of their portfolio | 1.1m $167.5m | — |
| VAN ECK ASSOCIATES CORP 0.49% of their portfolio | 1.1m $164.3m | — |
| Point72 Asset Management, L.P. 0.70% of their portfolio | 1.1m $161.6m | — |
| Palestra Capital Management LLC 7.36% of their portfolio | 1.0m $156.5m | — |
| North Peak Capital Management, LLC 23.47% of their portfolio | 997.2k $151.8m | — |
| PARNASSUS INVESTMENTS, LLC 0.38% of their portfolio | 956.3k $145.6m | — |
| Whale Rock Capital Management LLC 4.08% of their portfolio | 952.7k $145.0m | — |
| D1 Capital Partners L.P. 2.53% of their portfolio | 912.0k $138.8m | — |
| RIVULET CAPITAL, LLC 8.49% of their portfolio | 909.1k $138.4m | — |
| Sculptor Capital LP 1.78% of their portfolio | 905.7k $137.9m | — |
| AXA S.A. 0.27% of their portfolio | 886.3k $134.9m | — |
| Swiss National Bank 0.09% of their portfolio | 862.4k $131.3m | — |
| MONTRUSCO BOLTON INVESTMENTS INC. 3.27% of their portfolio | 825.8k $124.0m | — |
| NEUBERGER BERMAN GROUP LLC 0.12% of their portfolio | 771.1k $117.4m | — |
| MAVERICK CAPITAL LTD 2.40% of their portfolio | 698.1k $106.3m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 683.4k $104.0m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 641.9k $97.7m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 618.4k $94.1m | — |
| California Public Employees Retirement System 0.08% of their portfolio | 558.1k $84.9m | — |
| Invesco Ltd. 0.03% of their portfolio | 541.7k $82.5m | — |
| BRISTOL JOHN W & CO INC /NY/ 2.03% of their portfolio | 532.5k $81.1m | — |
| FERNBRIDGE CAPITAL MANAGEMENT LP 10.89% of their portfolio | 522.0k $79.5m | — |
| COOPER INVESTORS PTY LTD 3.46% of their portfolio | 519.3k $76.4m | — |
| Squarepoint Ops LLC 0.70% of their portfolio | 515.3k $78.4m | — |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.62% of their portfolio | 511.3k $77.8m | — |
| JENNISON ASSOCIATES LLC 0.08% of their portfolio | 504.7k $76.8m | — |
| Hyperion Asset Management Ltd 4.04% of their portfolio | 457.3k $69.6m | — |
| Junto Capital Management LP 1.83% of their portfolio | 431.8k $65.7m | — |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.50% of their portfolio | 396.5k $60.4m | — |
| Polar Capital Holdings Plc 0.38% of their portfolio | 388.5k $59.1m | — |
| Russell Investments Group, Ltd. 0.13% of their portfolio | 381.7k $58.3m | — |
| Crow's Nest Holdings LP 20.88% of their portfolio | 378.7k $57.6m | — |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 377.2k $57.4m | — |
| NORDEA INVESTMENT MANAGEMENT AB 0.09% of their portfolio | 372.8k $58.7m | — |
| Mirae Asset Global Investments Co., Ltd. 0.15% of their portfolio | 367.6k $56.0m | — |
| NZS Capital, LLC 5.09% of their portfolio | 363.1k $55.3m | — |
| Contour Asset Management LLC 4.41% of their portfolio | 361.1k $55.0m | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.21% of their portfolio | 352.9k $53.7m | — |
| TWO SIGMA ADVISERS, LP 0.15% of their portfolio | 349.7k $53.2m | — |
| NICHOLAS COMPANY, INC. 1.21% of their portfolio | 347.0k $52.8m | — |
| CREDIT SUISSE AG/ 0.06% of their portfolio | 341.9k $52.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 338.5k $51.5m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio | 334.2k $50.9m | — |
| Keenan Capital, LLC 9.58% of their portfolio | 331.2k $50.4m | — |
| Capital World Investors 0.01% of their portfolio | 331.0k $50.4m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 330.9k $50.4m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 330.1k $50.3m | — |
| Man Group plc 0.23% of their portfolio | 327.1k $49.8m | — |
| PANAGORA ASSET MANAGEMENT INC 0.34% of their portfolio | 325.7k $49.6m | — |
| COATUE MANAGEMENT LLC 0.57% of their portfolio | 324.3k $49.4m | — |
| ACADIAN ASSET MANAGEMENT LLC 0.27% of their portfolio | 319.0k $48.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 314.7k $47.9m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 314.6k $47.9m | — |
| EATON VANCE MANAGEMENT 0.07% of their portfolio | 312.1k $47.5m | — |
| National Pension Service 0.10% of their portfolio | 311.2k $48.6m | — |
| BANK OF NOVA SCOTIA 0.15% of their portfolio | 302.6k $46.1m | — |
| Mitsubishi UFJ Trust & Banking Corp 0.13% of their portfolio | 300.1k $45.7m | — |
| Assenagon Asset Management S.A. 0.19% of their portfolio | 294.2k $44.8m | — |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 278.8k $42.4m | — |
| MIZUHO MARKETS AMERICAS LLC 1.93% of their portfolio | 276.0k $42.0m | — |