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 ($87.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $206.43. Options: 36 managers hold calls ($679.9m notional), 36 hold puts ($701.5m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 787 |
| Q4 2022 | 806 |
| Q1 2023 | 871 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 357 | 399 |
| Q1 2023 | 475 | 338 |
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 |
| Q1 2023 | $679.9m | $701.5m | 1.03 |
Biggest buyers
| FMR LLC | Added | +4.9m |
| JPMORGAN CHASE & CO | Added | +2.2m |
| Winslow Capital Management, LLC | New | +1.8m |
| GQG Partners LLC | New | +1.5m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +839.8k |
| NEUBERGER BERMAN GROUP LLC | Added | +716.2k |
| VIKING GLOBAL INVESTORS LP | New | +642.4k |
| Invesco Ltd. | Added | +497.1k |
| Mizuho Markets Cayman LP | New | +360.3k |
| PICTET ASSET MANAGEMENT SA | Added | +326.0k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -1.4m |
| GOLDMAN SACHS GROUP INC | Reduced | -703.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -646.0k |
| Contour Asset Management LLC | Reduced | -627.7k |
| Assenagon Asset Management S.A. | Reduced | -608.6k |
| D1 Capital Partners L.P. | Sold out | -546.9k |
| Holocene Advisors, LP | Sold out | -484.2k |
| Balyasny Asset Management L.P. | Reduced | -413.3k |
| LONE PINE CAPITAL LLC | Reduced | -403.6k |
| Palestra Capital Management LLC | Reduced | -396.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $181.4m878.1k shares |
| CITADEL ADVISORS LLC | Reduced | $132.9m643.3k shares |
| UBS Group AG | Added | $52.1m252.3k shares |
| Walleye Trading LLC | Reduced | $43.5m210.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $40.6m196.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $40.2m194.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $31.8m153.9k shares |
| JANE STREET GROUP, LLC | Reduced | $30.7m148.7k shares |
| IMC-Chicago, LLC | Reduced | $26.1m126.5k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $23.8m115.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $176.0m851.9k shares |
| CITADEL ADVISORS LLC | Reduced | $80.1m388.0k shares |
| UBS Group AG | Added | $60.7m294.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $49.2m238.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $48.0m232.5k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $39.9m193.0k shares |
| Eisler Capital (UK) Ltd. | New | $39.8m192.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $30.6m148.4k shares |
| Twin Tree Management, LP | Added | $27.9m162.0k shares |
| IMC-Chicago, LLC | Added | $23.8m115.2k 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 8 | $3.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-15 | STILL GEORGE J JR Director · By the Still Family Trust | Sold | $916.7k5.0k shares |
| 2023-03-07 | Chakraborty Sayan Co-President | Sold | $78.4k412 shares |
| 2023-03-06 | Chakraborty Sayan Co-President | Sold | $62.8k328 shares |
| 2023-03-06 | Robinson Douglas A. Co-President | Sold | $50.9k266 shares |
| 2023-03-06 | Larson Barbara A Chief Financial Officer | Sold | $30.1k157 shares |
| 2023-01-05 | Sisco Robynne Co-President & CFO | Sold | $785.8k4.9k shares |
| 2023-01-05 | Bozzini James COO & Executive Vice President | Sold | $709.8k4.4k shares |
| 2023-01-05 | BHUSRI ANEEL Co-CEO, director | Sold | $450.7k2.8k shares |
| 2023-01-05 | Sauer Richard Harry Chief Legal Officer & Secty | Sold | $380.2k2.4k shares |
| 2023-01-05 | Larson Barbara A Chief Financial Officer | Sold | $241.1k1.5k shares |
| 2023-01-05 | Robinson Douglas A. Co-President | Sold | $233.5k1.4k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 13.4m $2.8bn | Added +257.0k |
| BlackRock Inc. 0.08% of their portfolio | 12.4m $2.6bn | Added +260.1k |
| FMR LLC 0.08% of their portfolio | 8.9m $1.8bn | Added +4.9m |
| JANUS HENDERSON GROUP PLC 1.21% of their portfolio | 8.9m $1.8bn | Reduced -268.2k |
| BAILLIE GIFFORD & CO 1.37% of their portfolio | 7.3m $1.5bn | Reduced -58.4k |
| JPMORGAN CHASE & CO 0.16% of their portfolio | 6.0m $1.2bn | Added +2.2m |
| STATE STREET CORP 0.05% of their portfolio | 4.3m $882.1m | Added +126.3k |
| LONE PINE CAPITAL LLC 8.16% of their portfolio | 4.3m $881.3m | Reduced -403.6k |
| NORGES BANK 0.17% of their portfolio | 3.8m $794.7m | Added +258.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.16% of their portfolio | 3.8m $788.0m | Added +180.0k |
| Sustainable Growth Advisers, LP 4.56% of their portfolio | 3.8m $787.2m | Reduced -200.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.39% of their portfolio | 3.3m $686.9m | Reduced -646.0k |
| HARRIS ASSOCIATES L P 1.19% of their portfolio | 3.0m $611.6m | Reduced -100.1k |
| FRANKLIN RESOURCES INC 0.30% of their portfolio | 2.9m $590.5m | Added +197.0k |
| TIGER GLOBAL MANAGEMENT LLC 4.73% of their portfolio | 2.5m $520.1m | Reduced -248.4k |
| BANK OF AMERICA CORP /DE/ 0.06% of their portfolio | 2.4m $502.1m | Added +103.4k |
| LOOMIS SAYLES & CO L P 0.87% of their portfolio | 2.4m $502.0m | Reduced -89.3k |
| PICTET ASSET MANAGEMENT SA 0.59% of their portfolio | 2.3m $468.3m | Added +326.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 2.3m $466.6m | Added +77.7k |
| Clearbridge Investments, LLC 0.44% of their portfolio | 2.2m $461.0m | Reduced -97.7k |
| Bares Capital Management, Inc. 16.30% of their portfolio | 2.2m $460.4m | Reduced -149.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.75% of their portfolio | 2.2m $453.2m | Reduced -330.7k |
| Meritage Group LP 12.12% of their portfolio | 1.9m $400.6m | Added +10.4k |
| AMERICAN CENTURY COMPANIES INC 0.31% of their portfolio | 1.9m $398.8m | Reduced -237.7k |
| Invesco Ltd. 0.11% of their portfolio | 1.9m $383.8m | Added +497.1k |
| Ownership Capital B.V. 6.73% of their portfolio | 1.9m $382.6m | Reduced -35.3k |
| Nuveen Asset Management, LLC 0.14% of their portfolio | 1.8m $366.8m | Reduced -181.1k |
| Winslow Capital Management, LLC 1.85% of their portfolio | 1.8m $363.1m | New |
| Champlain Investment Partners, LLC 2.18% of their portfolio | 1.7m $346.3m | Reduced -25.9k |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 1.6m $334.0m | Reduced -703.0k |
| MORGAN STANLEY 0.04% of their portfolio | 1.6m $333.0m | Reduced -45.7k |
| Matrix Capital Management Company, LP 4.45% of their portfolio | 1.6m $327.6m | Unchanged |
| BLAIR WILLIAM & CO/IL 1.30% of their portfolio | 1.6m $325.8m | Added +28.0k |
| GQG Partners LLC 0.81% of their portfolio | 1.5m $310.8m | New |
| Newlands Management Operations LLC 5.04% of their portfolio | 1.4m $281.7m | Unchanged |
| NORTHERN TRUST CORP 0.05% of their portfolio | 1.3m $273.3m | Added +5.7k |
| CITADEL ADVISORS LLC 0.30% of their portfolio | 1.3m $271.3m | Reduced -1.4m |
| NEUBERGER BERMAN GROUP LLC 0.24% of their portfolio | 1.3m $254.5m | Added +716.2k |
| FIL Ltd 0.30% of their portfolio | 1.3m $258.2m | Reduced -382.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 1.2m $245.6m | Added +129.7k |
| Whale Rock Capital Management LLC 5.37% of their portfolio | 1.2m $243.9m | Reduced -338.6k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.2m $243.5m | Reduced -51.1k |
| Legal & General Group Plc 0.09% of their portfolio | 1.2m $240.4m | Added +22.8k |
| FIRST TRUST ADVISORS LP 0.27% of their portfolio | 1.1m $234.9m | Added +85.8k |
| RIVULET CAPITAL, LLC 15.23% of their portfolio | 1.1m $231.1m | Unchanged |
| PARNASSUS INVESTMENTS, LLC 0.57% of their portfolio | 1.1m $229.6m | Reduced -180.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.24% of their portfolio | 1.1m $225.6m | Added +839.8k |
| VAN ECK ASSOCIATES CORP 0.49% of their portfolio | 1.0m $215.8m | Added +13.5k |
| North Peak Capital Management, LLC 23.80% of their portfolio | 899.1k $185.7m | Reduced -43.1k |
| MONTRUSCO BOLTON INVESTMENTS INC. 3.58% of their portfolio | 873.5k $173.4m | Added +134.1k |
| Swiss National Bank 0.11% of their portfolio | 797.7k $164.8m | Reduced -19.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 769.3k $158.9m | Added +55.1k |
| MACQUARIE GROUP LTD 0.17% of their portfolio | 696.2k $143.8m | Added +160.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 694.5k $143.4m | Added +17.7k |
| Amundi 0.07% of their portfolio | 669.6k $132.5m | Reduced -97.3k |
| VIKING GLOBAL INVESTORS LP 0.62% of their portfolio | 642.4k $132.7m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 614.1k $126.8m | Reduced -4.7k |
| Polar Capital Holdings Plc 0.92% of their portfolio | 609.1k $125.8m | Added +150.1k |
| Sculptor Capital LP 3.00% of their portfolio | 580.2k $119.8m | Unchanged |
| Hyperion Asset Management Ltd 5.97% of their portfolio | 555.2k $114.7m | Added +109.3k |
| BRISTOL JOHN W & CO INC /NY/ 2.27% of their portfolio | 533.3k $110.1m | Added +1.3k |
| AXA S.A. 0.35% of their portfolio | 498.9k $103.0m | Added +33.2k |
| MAVERICK CAPITAL LTD 2.55% of their portfolio | 480.0k $99.1m | Reduced -95.1k |
| NZS Capital, LLC 5.17% of their portfolio | 472.4k $97.6m | Added +109.8k |
| Ensign Peak Advisors, Inc 0.21% of their portfolio | 458.9k $94.8m | Added +11.9k |
| National Pension Service 0.17% of their portfolio | 455.7k $91.2m | Added +131.4k |
| SEI INVESTMENTS CO 0.16% of their portfolio | 425.9k $88.0m | Added +249.3k |
| California Public Employees Retirement System 0.08% of their portfolio | 410.9k $84.9m | Reduced -93.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.59% of their portfolio | 402.3k $83.1m | Reduced -103.1k |
| RAYMOND JAMES & ASSOCIATES 0.07% of their portfolio | 402.2k $83.1m | Added +77.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.61% of their portfolio | 395.1k $81.6m | Added +42 |
| NORDEA INVESTMENT MANAGEMENT AB 0.12% of their portfolio | 394.7k $79.8m | Added +4.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 387.9k $80.1m | Added +80.7k |
| Mirae Asset Global Investments Co., Ltd. 0.18% of their portfolio | 376.8k $77.8m | Added +11.9k |
| Palestra Capital Management LLC 4.16% of their portfolio | 374.8k $77.4m | Reduced -396.6k |
| Ardevora Asset Management LLP 1.38% of their portfolio | 373.2k $77.1m | Added +113.0k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 371.6k $76.8m | Added +181.3k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 369.9k $76.4m | Added +74.5k |
| CREDIT SUISSE AG/ 0.08% of their portfolio | 367.5k $75.9m | Added +1.1k |
| Mizuho Markets Cayman LP 3.20% of their portfolio | 360.3k $74.4m | New |
| MIZUHO MARKETS AMERICAS LLC 3.20% of their portfolio | 360.3k $74.4m | Added +109.5k |
| Crow's Nest Holdings LP 20.05% of their portfolio | 351.7k $72.6m | Reduced -27.0k |
| SAMLYN CAPITAL, LLC 1.33% of their portfolio | 350.4k $72.4m | Reduced -307.8k |
| PANAGORA ASSET MANAGEMENT INC 0.45% of their portfolio | 347.1k $71.7m | Added +16.3k |
| Keenan Capital, LLC 12.90% of their portfolio | 344.2k $71.1m | Unchanged |
| Balyasny Asset Management L.P. 0.23% of their portfolio | 343.8k $71.0m | Reduced -413.3k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 343.8k $71.0m | Reduced -162.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.31% of their portfolio | 339.6k $70.1m | Reduced -78.8k |
| Capital World Investors 0.01% of their portfolio | 336.2k $69.4m | Added +341 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 335.2k $69.2m | Reduced -3.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 324.4k $67.0m | Reduced -14.6k |
| Foxhaven Asset Management, LP 2.37% of their portfolio | 317.2k $65.5m | New |
| FRED ALGER MANAGEMENT, LLC 0.35% of their portfolio | 313.6k $64.8m | Added +311.3k |
| BARCLAYS PLC 0.07% of their portfolio | 305.0k $63.0m | Added +93.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 304.1k $62.8m | Added +8.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.15% of their portfolio | 294.2k $60.8m | Reduced -8.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.32% of their portfolio | 293.3k $60.6m | Added +39.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 291.6k $60.2m | Added +37.4k |
| Robeco Institutional Asset Management B.V. 0.16% of their portfolio | 291.0k $60.1m | Added +145.6k |
| Select Equity Group, L.P. 0.23% of their portfolio | 290.4k $60.0m | Added +98.9k |