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 ($60.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $167.39. Options: 41 managers hold calls ($1.3bn notional), 32 hold puts ($998.3m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 787 |
| Q4 2022 | 806 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.2bn | $1.1bn | 0.99 |
| Q4 2022 | $1.3bn | $998.3m | 0.78 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +953.0k |
| Invesco Ltd. | Added | +819.6k |
| HARRIS ASSOCIATES L P | Added | +751.9k |
| FMR LLC | Added | +731.0k |
| Balyasny Asset Management L.P. | Added | +711.1k |
| SAMLYN CAPITAL, LLC | New | +658.1k |
| Whale Rock Capital Management LLC | Added | +566.8k |
| Amundi | Added | +537.2k |
| Assenagon Asset Management S.A. | Added | +519.3k |
| Holocene Advisors, LP | New | +484.2k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -10.6m |
| STEADFAST CAPITAL MANAGEMENT LP | Reduced | -1.3m |
| Skye Global Management LP | Reduced | -1.1m |
| Point72 Asset Management, L.P. | Sold out | -1.1m |
| Clearbridge Investments, LLC | Reduced | -784.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -594.2k |
| Squarepoint Ops LLC | Reduced | -512.8k |
| Bank of New York Mellon Corp | Reduced | -510.8k |
| AXA S.A. | Reduced | -420.5k |
| TIGER GLOBAL MANAGEMENT LLC | Reduced | -406.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $349.4m2.1m shares |
| CITADEL ADVISORS LLC | Reduced | $304.0m1.8m shares |
| JANE STREET GROUP, LLC | Added | $107.1m639.9k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $75.9m453.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $68.6m409.7k shares |
| SIMPLEX TRADING, LLC | Added | $54.6m326.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $43.3m259.0k shares |
| Walleye Trading LLC | Added | $42.8m255.8k shares |
| UBS Group AG | Added | $39.9m238.3k shares |
| IMC-Chicago, LLC | Added | $30.8m184.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $179.1m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $116.8m697.9k shares |
| JANE STREET GROUP, LLC | Added | $82.0m489.8k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $79.0m471.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $69.5m415.3k shares |
| CITIGROUP INC | Unchanged | $66.9m400.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $57.3m342.6k shares |
| Laurion Capital Management LP | New | $53.1m317.4k shares |
| UBS Group AG | Added | $48.2m288.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $39.4m235.4k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2022 | 0 | — | 8 | $5.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-15 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold | $18.0m102.5k shares |
| 2022-12-15 | Fernandez Gomez Luciano Co-CEO, director | Sold | $362.7k2.1k shares |
| 2022-12-15 | Robinson Douglas A. Co-President | Sold | $181.9k1.0k shares |
| 2022-12-15 | Larson Barbara A Chief Financial Officer | Sold | $159.2k904 shares |
| 2022-12-02 | STILL GEORGE J JR Director · By the Still Family Trust | Sold | $846.9k5.0k shares |
| 2022-10-15 | Fernandez Gomez Luciano Co-CEO, director | Sold | $875.9k6.0k shares |
| 2022-10-15 | Sisco Robynne Co-President & CFO | Sold | $816.8k5.6k shares |
| 2022-10-15 | Bozzini James COO & Executive Vice President | Sold | $740.3k5.0k shares |
| 2022-10-15 | BHUSRI ANEEL Co-CEO, director | Sold | $514.5k3.5k shares |
| 2022-10-15 | Sauer Richard Harry Chief Legal Officer & Secty | Sold | $453.2k3.1k shares |
| 2022-10-15 | Robinson Douglas A. Co-President | Sold | $313.1k2.1k shares |
| 2022-10-15 | Larson Barbara A Chief Financial Officer | Sold | $288.7k2.0k 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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 13.2m $2.2bn | Added +368.6k |
| BlackRock Inc. 0.06% of their portfolio | 12.1m $2.0bn | Added +380.5k |
| JANUS HENDERSON GROUP PLC 1.09% of their portfolio | 9.1m $1.5bn | Reduced -10.6m |
| BAILLIE GIFFORD & CO 1.29% of their portfolio | 7.4m $1.2bn | Added +70.3k |
| LONE PINE CAPITAL LLC 7.46% of their portfolio | 4.7m $781.5m | Reduced -348.8k |
| STATE STREET CORP 0.04% of their portfolio | 4.1m $693.5m | Reduced -31.8k |
| FMR LLC 0.07% of their portfolio | 4.1m $683.1m | Added +731.0k |
| Sustainable Growth Advisers, LP 4.37% of their portfolio | 4.0m $671.2m | Added +414.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.42% of their portfolio | 4.0m $664.6m | Added +409.8k |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 3.7m $625.1m | Reduced -60.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 3.6m $608.3m | Added +109.5k |
| NORGES BANK 0.14% of their portfolio | 3.6m $600.5m | Added +57.5k |
| HARRIS ASSOCIATES L P 1.04% of their portfolio | 3.1m $512.2m | Added +751.9k |
| TIGER GLOBAL MANAGEMENT LLC 5.67% of their portfolio | 2.8m $462.9m | Reduced -406.1k |
| CITADEL ADVISORS LLC 0.52% of their portfolio | 2.7m $448.8m | Added +953.0k |
| FRANKLIN RESOURCES INC 0.23% of their portfolio | 2.7m $445.4m | Reduced -281.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.62% of their portfolio | 2.5m $422.5m | Added +288.0k |
| LOOMIS SAYLES & CO L P 0.84% of their portfolio | 2.5m $421.7m | Reduced -182.0k |
| Bares Capital Management, Inc. 15.15% of their portfolio | 2.4m $398.0m | Reduced -8.9k |
| Clearbridge Investments, LLC 0.39% of their portfolio | 2.3m $389.8m | Reduced -784.0k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 2.3m $389.5m | Reduced -122.1k |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 2.3m $388.2m | Added +194.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 2.2m $365.2m | Added +86.3k |
| AMERICAN CENTURY COMPANIES INC 0.30% of their portfolio | 2.2m $364.0m | Added +20.3k |
| Nuveen Asset Management, LLC 0.13% of their portfolio | 2.0m $327.5m | Reduced -37.4k |
| PICTET ASSET MANAGEMENT SA 0.47% of their portfolio | 1.9m $324.9m | Added +126.6k |
| Meritage Group LP 11.13% of their portfolio | 1.9m $322.9m | Reduced -384.9k |
| Ownership Capital B.V. 6.20% of their portfolio | 1.9m $315.9m | Reduced -19.2k |
| Champlain Investment Partners, LLC 1.83% of their portfolio | 1.7m $284.9m | Added +67.5k |
| MORGAN STANLEY 0.03% of their portfolio | 1.7m $277.4m | Added +363.0k |
| FIL Ltd 0.33% of their portfolio | 1.6m $273.2m | Reduced -369.2k |
| Matrix Capital Management Company, LP 5.07% of their portfolio | 1.6m $265.4m | Added +465.0k |
| BLAIR WILLIAM & CO/IL 1.13% of their portfolio | 1.5m $259.3m | Added +67.6k |
| Whale Rock Capital Management LLC 8.55% of their portfolio | 1.5m $254.3m | Added +566.8k |
| Newlands Management Operations LLC 6.00% of their portfolio | 1.4m $228.2m | First filing |
| Invesco Ltd. 0.07% of their portfolio | 1.4m $227.8m | Added +819.6k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 1.3m $220.5m | Added +26.9k |
| PARNASSUS INVESTMENTS, LLC 0.54% of their portfolio | 1.3m $216.1m | Added +335.2k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.2m $205.8m | Reduced -510.8k |
| Legal & General Group Plc 0.07% of their portfolio | 1.1m $191.0m | Reduced -29.8k |
| RIVULET CAPITAL, LLC 11.50% of their portfolio | 1.1m $187.3m | Added +210.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.1m $177.2m | Reduced -154.5k |
| FIRST TRUST ADVISORS LP 0.21% of their portfolio | 1.1m $175.9m | Reduced -79.2k |
| VAN ECK ASSOCIATES CORP 0.45% of their portfolio | 1.0m $172.6m | Reduced -47.7k |
| North Peak Capital Management, LLC 23.26% of their portfolio | 942.2k $157.7m | Reduced -55.0k |
| Swiss National Bank 0.10% of their portfolio | 816.9k $136.7m | Reduced -45.5k |
| Assenagon Asset Management S.A. 0.56% of their portfolio | 813.6k $136.1m | Added +519.3k |
| Palestra Capital Management LLC 7.09% of their portfolio | 771.5k $129.1m | Reduced -256.3k |
| Amundi 0.07% of their portfolio | 766.9k $125.7m | Added +537.2k |
| Balyasny Asset Management L.P. 0.45% of their portfolio | 757.2k $126.7m | Added +711.1k |
| MONTRUSCO BOLTON INVESTMENTS INC. 2.75% of their portfolio | 739.4k $118.5m | Reduced -86.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 714.2k $119.5m | Added +30.8k |
| Contour Asset Management LLC 7.02% of their portfolio | 681.0k $113.9m | Added +319.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 676.8k $113.2m | Added +34.9k |
| SAMLYN CAPITAL, LLC 2.16% of their portfolio | 658.1k $110.1m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 618.9k $103.6m | Added +448 |
| Sculptor Capital LP 1.80% of their portfolio | 580.2k $97.1m | Reduced -325.5k |
| MAVERICK CAPITAL LTD 2.34% of their portfolio | 575.1k $96.2m | Reduced -123.0k |
| D1 Capital Partners L.P. 1.88% of their portfolio | 546.9k $91.5m | Reduced -365.1k |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 535.5k $89.6m | Reduced -235.6k |
| MACQUARIE GROUP LTD 0.11% of their portfolio | 535.2k $89.6m | Added +457.3k |
| BRISTOL JOHN W & CO INC /NY/ 2.12% of their portfolio | 532.0k $89.0m | Reduced -509 |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 521.6k $87.3m | Added +247.5k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 506.0k $84.7m | Reduced -594.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.65% of their portfolio | 505.5k $84.6m | Reduced -5.8k |
| California Public Employees Retirement System 0.07% of their portfolio | 504.0k $84.3m | Reduced -54.1k |
| JENNISON ASSOCIATES LLC 0.08% of their portfolio | 501.1k $83.8m | Reduced -3.7k |
| Holocene Advisors, LP 0.50% of their portfolio | 484.2k $81.0m | New |
| AXA S.A. 0.28% of their portfolio | 465.8k $77.9m | Reduced -420.5k |
| Polar Capital Holdings Plc 0.61% of their portfolio | 458.9k $76.8m | Added +70.5k |
| Ensign Peak Advisors, Inc 0.17% of their portfolio | 447.0k $74.8m | Added +168.1k |
| Hyperion Asset Management Ltd 4.84% of their portfolio | 445.9k $74.6m | Reduced -11.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.34% of their portfolio | 418.4k $70.0m | Added +99.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.51% of their portfolio | 395.0k $66.1m | Reduced -1.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.10% of their portfolio | 390.8k $65.2m | Added +18.0k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 9.19% of their portfolio | 382.1k $63.9m | Reduced -139.9k |
| Crow's Nest Holdings LP 21.02% of their portfolio | 378.7k $63.4m | Unchanged |
| CREDIT SUISSE AG/ 0.07% of their portfolio | 366.5k $61.3m | Added +24.6k |
| Mirae Asset Global Investments Co., Ltd. 0.16% of their portfolio | 365.0k $61.1m | Reduced -2.6k |
| NZS Capital, LLC 5.19% of their portfolio | 362.5k $60.7m | Reduced -548 |
| STEADFAST CAPITAL MANAGEMENT LP 2.08% of their portfolio | 360.8k $60.4m | Reduced -1.3m |
| MARSHALL WACE, LLP 0.15% of their portfolio | 356.1k $59.6m | Added +101.2k |
| UBS Group AG 0.03% of their portfolio | 350.0k $58.6m | Added +109.8k |
| NICHOLAS COMPANY, INC. 1.24% of their portfolio | 346.9k $58.1m | Reduced -100 |
| Keenan Capital, LLC 11.55% of their portfolio | 344.2k $57.6m | Added +13.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 339.0k $56.7m | Added +8.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 338.5k $56.6m | Added +8.4k |
| Capital World Investors 0.01% of their portfolio | 335.9k $56.2m | Added +4.9k |
| PANAGORA ASSET MANAGEMENT INC 0.36% of their portfolio | 330.8k $55.3m | Added +5.0k |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 324.5k $54.3m | Reduced -14.0k |
| National Pension Service 0.11% of their portfolio | 324.3k $54.3m | Added +13.1k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 307.2k $51.4m | Reduced -7.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.13% of their portfolio | 302.7k $50.6m | Added +2.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 295.7k $49.5m | Reduced -19.0k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 295.4k $49.4m | Added +26.2k |
| COOPER INVESTORS PTY LTD 4.46% of their portfolio | 283.5k $47.4m | Reduced -235.8k |
| Man Group plc 0.17% of their portfolio | 280.9k $47.0m | Reduced -46.2k |
| SCOUT INVESTMENTS, INC. 0.93% of their portfolio | 270.5k $45.3m | Added +41.4k |
| Russell Investments Group, Ltd. 0.09% of their portfolio | 267.6k $44.8m | Reduced -114.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio | 266.3k $44.6m | Reduced -86.6k |