Vault-13

WORKDAY INC WDAY

CL A · Common Stock · CUSIP 98138H101 · ISIN US98138H1014

Financial and corporate software company

899 institutional holders +28 vs Q1 2023
182,575,607182.6m shares reported held*
$41.1bnreported value*
114 new 337 added 292 reduced 90 sold out net sold ≈ $857.7m (-3.1m shares)

* 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 ($92.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $224.94. Options: 33 managers hold calls ($580.3m notional), 35 hold puts ($718.1m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 787Q4 22: 806Q1 23: 871Q2 23: 899899Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022787
Q4 2022806
Q1 2023871
Q2 2023899

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q4 22: 357 bought or addedQ4 22: 399 cut or sold outQ4 22Q1 23: 475 bought or addedQ1 23: 338 cut or sold outQ1 23Q2 23: 451 bought or addedQ2 23: 382 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022357399
Q1 2023475338
Q2 2023451382

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500m$1bn$1.5bnQ3 22 calls: $1.2bnQ3 22 puts: $1.1bnQ3 22P/C 0.99Q4 22 calls: $1.3bnQ4 22 puts: $998.3mQ4 22P/C 0.78Q1 23 calls: $679.9mQ1 23 puts: $701.5mQ1 23P/C 1.03Q2 23 calls: $580.3mQ2 23 puts: $718.1mQ2 23P/C 1.24
Numbers
QuarterCallsPutsP/C
Q3 2022$1.2bn$1.1bn0.99
Q4 2022$1.3bn$998.3m0.78
Q1 2023$679.9m$701.5m1.03
Q2 2023$580.3m$718.1m1.24

Biggest buyers

POLEN CAPITAL MANAGEMENT LLC New +3,871,968+3.9m
VIKING GLOBAL INVESTORS LP Added +2,396,172+2.4m
Artisan Partners Limited Partnership New +1,146,931+1.1m
CIBC Private Wealth Group LLC Added +884,442+884.4k
EP Wealth Advisors, LLC Added +647,193+647.2k
MACQUARIE GROUP LTD Added +582,594+582.6k
PointState Capital LP New +375,902+375.9k
GOLDMAN SACHS GROUP INC Added +345,074+345.1k
Sustainable Growth Advisers, LP Added +335,595+335.6k
VANGUARD GROUP INC Added +308,240+308.2k

Biggest sellers

FMR LLC Reduced -4,063,968-4.1m
LONE PINE CAPITAL LLC Reduced -1,687,141-1.7m
CITADEL ADVISORS LLC Reduced -1,274,798-1.3m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -902,112-902.1k
HARRIS ASSOCIATES L P Reduced -886,950-887.0k
JPMORGAN CHASE & CO Reduced -816,790-816.8k
JANUS HENDERSON GROUP PLC Reduced -699,554-699.6k
Meritage Group LP Reduced -543,311-543.3k
Whale Rock Capital Management LLC Reduced -532,110-532.1k
TIGER GLOBAL MANAGEMENT LLC Reduced -518,131-518.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $143.6m635.8k shares
CITADEL ADVISORS LLC Reduced $102.0m451.4k shares
UBS Group AG Reduced $47.5m210.5k shares
JANE STREET GROUP, LLC Added $45.3m200.4k shares
PEAK6 Investments LLC Added $34.1m151.1k shares
SIMPLEX TRADING, LLC Reduced $33.3m147.4k shares
Walleye Trading LLC Reduced $25.2m111.4k shares
IMC-Chicago, LLC Reduced $24.6m108.8k shares
WOLVERINE TRADING, LLC Added $23.2m102.3k shares
MILLENNIUM MANAGEMENT LLC New $21.2m93.9k shares

Biggest puts

MILLENNIUM MANAGEMENT LLC Added $160.7m711.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $132.6m587.2k shares
UBS Group AG Added $97.7m432.3k shares
CITADEL ADVISORS LLC Reduced $58.0m256.7k shares
D. E. Shaw & Co., Inc. Added $55.1m243.9k shares
Eisler Capital (UK) Ltd. Reduced $34.5m152.9k shares
Parallax Volatility Advisers, L.P. Reduced $32.0m141.7k shares
IMC-Chicago, LLC Reduced $22.7m100.6k shares
JANE STREET GROUP, LLC Reduced $16.0m71.0k shares
SIMPLEX TRADING, LLC Reduced $15.2m67.2k 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.

HolderStakeChangeShares Last filed
DUFFIELD DAVID A 13G · exempt (held before listing) -0.3 pts · filed 2026-02-12 19.0% -0.3 pts 49.4m≈ $6.0bn 2026-02-12
BlackRock, Inc. 13G · institution +0.3 pts · filed 2026-09-04 10.0% +0.3 pts 19.7m≈ $2.4bn 2026-09-04
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.6% new 15.9m≈ $2.0bn 2026-04-29
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13G · institution +1.2 pts · filed 2026-08-12 6.3% +1.2 pts 12.7m≈ $1.6bn 2026-08-12
EAGLE CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-14 5.6% new 11.3m≈ $1.4bn 2026-08-14
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.6% new 11.7m≈ $1.4bn 2026-04-29

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 Q2 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)

BuyingSelling
10010Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 8 sellingQ4 21Q1 22: 0 buyingQ1 22: 9 sellingQ2 22: 0 buyingQ2 22: 8 sellingQ2 22Q3 22: 0 buyingQ3 22: 7 sellingQ4 22: 0 buyingQ4 22: 8 sellingQ4 22Q1 23: 0 buyingQ1 23: 8 sellingQ2 23: 0 buyingQ2 23: 8 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—8$197.2m—
Q1 20220—9$89.0m—
Q2 20220—8$17.7m—
Q3 20220—7$4.1m—
Q4 20220—8$5.6m—
Q1 20230—8$3.9m—
Q2 20230—8$23.6m$13.4m
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-21 Robinson Douglas A. Co-President Sold plan 11,000 $220.98 $2.4m11.0k shares -6%
2023-06-12 DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation Sold plan 108,334 $208.37 $22.6m108.3k shares -33%
2023-06-09 STILL GEORGE J JR Director · By the Still Family Trust Sold 5,000 $204.15 $1.0m5.0k shares -100%
2023-06-07 Davies Christa Director Sold plan 33,333 $213.21 $7.1m33.3k shares -20%
2023-06-06 Chakraborty Sayan Co-President Sold 412 $213.84 $88.1k412 shares -<1%
2023-06-05 Robinson Douglas A. Co-President Sold 408 $212.37 $86.6k408 shares -<1%
2023-06-05 Chakraborty Sayan Co-President Sold 329 $212.37 $69.9k329 shares -<1%
2023-06-05 Larson Barbara A Chief Financial Officer Sold 225 $212.37 $47.8k225 shares -<1%
2023-04-06 Chakraborty Sayan Co-President Sold plan 10,734 $195.44 $2.1m10.7k shares -12%
2023-04-05 BHUSRI ANEEL Co-CEO, director Sold 11,734 $196.37 $2.3m11.7k shares -3%
2023-04-05 Bozzini James COO & Executive Vice President Sold 10,574 $196.36 $2.1m10.6k shares -10%
2023-04-05 Chakraborty Sayan Co-President Sold plan 8,836 $196.37 $1.7m8.8k shares -9%
2023-04-05 Robinson Douglas A. Co-President Sold 8,202 $196.36 $1.6m8.2k shares -6%
2023-04-05 Sauer Richard Harry Chief Legal Officer & Secty Sold 7,768 $196.37 $1.5m7.8k shares -9%
2023-04-05 Larson Barbara A Chief Financial Officer Sold 7,059 $196.37 $1.4m7.1k shares -9%

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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.07% of their portfolio Valley Forge, PA 13,746,91613.7m $3.1bn $3.1bn 0.07% Added +308.2k +308,240
2 BlackRock Inc. 0.08% of their portfolio New York, NY 12,307,04112.3m $2.8bn $2.8bn 0.08% Reduced -72.9k -72,880
3 JANUS HENDERSON GROUP PLC 1.15% of their portfolio LONDON, X0 8,156,7908.2m $1.8bn $1.8bn 1.15% Reduced -699.6k -699,554
4 BAILLIE GIFFORD & CO 1.38% of their portfolio EDINBURGH, X0 7,177,8917.2m $1.6bn $1.6bn 1.38% Reduced -150.6k -150,597
5 JPMORGAN CHASE & CO 0.13% of their portfolio NEW YORK, NY 5,135,0265.1m $1.2bn $1.2bn 0.13% Reduced -816.8k -816,790
6 FMR LLC 0.09% of their portfolio BOSTON, MA 4,874,9344.9m $1.1bn $1.1bn 0.09% Reduced -4.1m -4,063,968
7 STATE STREET CORP 0.05% of their portfolio BOSTON, MA 4,293,6514.3m $969.9m $969.9m 0.05% Added +22.9k +22,929
8 Sustainable Growth Advisers, LP 4.44% of their portfolio STAMFORD, CT 4,146,9294.1m $936.7m $936.7m 4.44% Added +335.6k +335,595
9 NORGES BANK 0.18% of their portfolio OSLO, Q8 4,063,4744.1m $917.9m $917.9m 0.18% Added +215.8k +215,795
10 POLEN CAPITAL MANAGEMENT LLC 2.17% of their portfolio Boca Raton, FL 3,871,9683.9m $874.6m $874.6m 2.17% New
11 WELLINGTON MANAGEMENT GROUP LLP 0.16% of their portfolio Boston, MA 3,757,2093.8m $848.7m $848.7m 0.16% Reduced -58.2k -58,243
12 VIKING GLOBAL INVESTORS LP 2.81% of their portfolio STAMFORD, CT 3,038,6193.0m $686.4m $686.4m 2.81% Added +2.4m +2,396,172
13 FRANKLIN RESOURCES INC 0.32% of their portfolio San Mateo, CA 2,942,0412.9m $664.6m $664.6m 0.32% Added +83.1k +83,054
14 LONE PINE CAPITAL LLC 5.34% of their portfolio GREENWICH, CT 2,579,6192.6m $582.7m $582.7m 5.34% Reduced -1.7m -1,687,141
15 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.31% of their portfolio Toronto, A6 2,423,6682.4m $547.5m $547.5m 0.31% Reduced -902.1k -902,112
16 GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio BOSTON, MA 2,376,3652.4m $535.7m $535.7m 0.06% Added +113.1k +113,082
17 LOOMIS SAYLES & CO L P 0.86% of their portfolio BOSTON, MA 2,365,7562.4m $534.4m $534.4m 0.86% Reduced -64.9k -64,932
18 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 2,181,6602.2m $492.8m $492.8m 0.06% Reduced -249.4k -249,361
19 Clearbridge Investments, LLC 0.44% of their portfolio NEW YORK, NY 2,174,7552.2m $491.3m $491.3m 0.44% Reduced -57.2k -57,210
20 Bares Capital Management, Inc. 16.47% of their portfolio AUSTIN, TX 2,108,1272.1m $476.2m $476.2m 16.47% Reduced -121.2k -121,223
21 HARRIS ASSOCIATES L P 0.88% of their portfolio CHICAGO, IL 2,074,0132.1m $468.5m $468.5m 0.88% Reduced -887.0k -886,950
22 TIGER GLOBAL MANAGEMENT LLC 3.77% of their portfolio New York, NY 1,999,7942.0m $451.7m $451.7m 3.77% Reduced -518.1k -518,131
23 GOLDMAN SACHS GROUP INC 0.11% of their portfolio NEW YORK, NY 1,962,2292.0m $443.2m $443.2m 0.11% Added +345.1k +345,074
24 Nuveen Asset Management, LLC 0.15% of their portfolio CHICAGO, IL 1,874,2651.9m $423.4m $423.4m 0.15% Added +98.2k +98,206
25 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 1,855,2921.9m $419.1m $419.1m 0.04% Added +243.2k +243,185
26 Ownership Capital B.V. 7.31% of their portfolio AMSTERDAM, P7 1,846,9181.8m $417.2m $417.2m 7.31% Reduced -5.6k -5,577
27 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.51% of their portfolio Los Angeles, CA 1,804,7291.8m $407.7m $407.7m 1.51% Reduced -389.7k -389,744
28 PICTET ASSET MANAGEMENT SA 0.48% of their portfolio GENEVA 73, V8 1,797,5061.8m $406.0m $406.0m 0.48% Reduced -470.0k -470,011
29 AMERICAN CENTURY COMPANIES INC 0.29% of their portfolio KANSAS CITY, MO 1,697,9181.7m $383.5m $383.5m 0.29% Reduced -239.8k -239,791
30 Champlain Investment Partners, LLC 2.34% of their portfolio BURLINGTON, VT 1,680,5511.7m $379.6m $379.6m 2.34% Added +4.0k +3,970
31 GQG Partners LLC 0.84% of their portfolio FT. LAUDERDALE, FL 1,614,0101.6m $364.6m $364.6m 0.84% Added +109.4k +109,375
32 Matrix Capital Management Company, LP 4.16% of their portfolio Portsmouth, NH 1,586,0431.6m $358.3m $358.3m 4.16% Unchanged
33 BLAIR WILLIAM & CO/IL 1.30% of their portfolio CHICAGO, IL 1,573,3041.6m $355.4m $355.4m 1.30% Reduced -4.1k -4,090
34 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 1,479,8061.5m $334.3m $334.3m 0.06% Added +156.4k +156,387
35 Invesco Ltd. 0.09% of their portfolio ATLANTA, GA 1,475,9261.5m $333.4m $333.4m 0.09% Reduced -382.4k -382,447
36 Meritage Group LP 8.79% of their portfolio SAN FRANCISCO, CA 1,396,5081.4m $315.5m $315.5m 8.79% Reduced -543.3k -543,311
37 Newlands Management Operations LLC 3.28% of their portfolio DALLAS, TX 1,363,6671.4m $308.0m $308.0m 3.28% Unchanged
38 PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio BALTIMORE, MD 1,310,6891.3m $296.1m $296.1m 0.04% Added +121.7k +121,664
39 Winslow Capital Management, LLC 1.33% of their portfolio MINNEAPOLIS, MN 1,309,6971.3m $295.8m $295.8m 1.33% Reduced -448.2k -448,203
40 Legal & General Group Plc 0.10% of their portfolio London, X0 1,300,1211.3m $293.7m $293.7m 0.10% Added +136.0k +136,034
41 FIL Ltd 0.33% of their portfolio HAMILTON, D0 1,287,6871.3m $290.9m $290.9m 0.33% Added +37.4k +37,411
42 MACQUARIE GROUP LTD 0.33% of their portfolio Sydney, NSW 2000, C3 1,278,7521.3m $288.9m $288.9m 0.33% Added +582.6k +582,594
43 Bank of New York Mellon Corp 0.06% of their portfolio NEW YORK, NY 1,252,9591.3m $283.0m $283.0m 0.06% Added +73.9k +73,932
44 FIRST TRUST ADVISORS LP 0.32% of their portfolio Wheaton, IL 1,228,3241.2m $277.5m $277.5m 0.32% Added +91.1k +91,117
45 Artisan Partners Limited Partnership 0.42% of their portfolio Milwaukee, WI 1,146,9311.1m $259.1m $259.1m 0.42% New
46 RIVULET CAPITAL, LLC 15.40% of their portfolio PASSAIC, NJ 1,119,1501.1m $252.8m $252.8m 15.40% Unchanged
47 MONTRUSCO BOLTON INVESTMENTS INC. 3.81% of their portfolio MONTREAL, A8 1,118,9901.1m $246.0m $246.0m 3.81% Added +245.5k +245,475
48 Amundi 0.11% of their portfolio Paris, I0 966,591966.6k $217.1m $217.1m 0.11% Added +297.0k +296,988
49 CIBC Private Wealth Group LLC 0.23% of their portfolio ATLANTA, GA 918,824918.8k $207.6m $207.6m 0.23% Added +884.4k +884,442
50 VOYA INVESTMENT MANAGEMENT LLC 0.21% of their portfolio ATLANTA, GA 903,594903.6k $204.1m $204.1m 0.21% Reduced -188.5k -188,484
51 North Peak Capital Management, LLC 22.97% of their portfolio NEW YORK, NY 886,850886.9k $200.3m $200.3m 22.97% Reduced -12.2k -12,202
52 NEUBERGER BERMAN GROUP LLC 0.17% of their portfolio NEW YORK, NY 841,299841.3k $190.2m $190.2m 0.17% Reduced -410.4k -410,409
53 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio NEW YORK, NY 769,267769.3k $158.9m $158.9m 0.08% Unchanged
54 PARNASSUS INVESTMENTS, LLC 0.40% of their portfolio San Francisco, CA 761,361761.4k $172.0m $172.0m 0.40% Reduced -350.1k -350,092
55 Swiss National Bank 0.11% of their portfolio ZURICH, V8 736,800736.8k $166.4m $166.4m 0.11% Reduced -60.9k -60,900
56 SEI INVESTMENTS CO 0.28% of their portfolio OAKS, PA 720,857720.9k $162.8m $162.8m 0.28% Added +294.9k +294,917
57 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 715,770715.8k $161.7m $161.7m 0.05% Added +21.3k +21,260
58 Hyperion Asset Management Ltd 6.78% of their portfolio Royal Exchange, C3 666,943666.9k $150.7m $150.7m 6.78% Added +111.8k +111,771
59 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 649,712649.7k $623.2k $623.2k 0.01% Added +647.2k +647,193
60 Whale Rock Capital Management LLC 2.53% of their portfolio Boston, MA 648,710648.7k $146.5m $146.5m 2.53% Reduced -532.1k -532,110
61 VAN ECK ASSOCIATES CORP 0.31% of their portfolio NEW YORK, NY 633,449633.4k $143.1m $143.1m 0.31% Reduced -411.5k -411,497
62 MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio NEW YORK, NY 585,819585.8k $132.3m $132.3m 0.14% Added +242.0k +241,978
63 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 575,369575.4k $130.0m $130.0m 0.04% Added +187.5k +187,491
64 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 561,054561.1k $126.7m $126.7m 0.05% Added +189.4k +189,412
65 Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio CHIYODA-KU, TOKYO, M0 547,179547.2k $123.6m $123.6m 0.10% Reduced -67.0k -66,955
66 BRISTOL JOHN W & CO INC /NY/ 2.27% of their portfolio NEW YORK, NY 529,476529.5k $119.6m $119.6m 2.27% Reduced -3.8k -3,811
67 AXA S.A. 0.38% of their portfolio PARIS, I0 500,425500.4k $113.0m $113.0m 0.38% Added +1.5k +1,505
68 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 497,841497.8k $112.5m $112.5m 0.04% Added +127.9k +127,927
69 CREDIT SUISSE AG/ 0.11% of their portfolio ZURICH, V8 490,565490.6k $110.9m $110.9m 0.11% Added +123.0k +123,042
70 DEUTSCHE BANK AG\ 0.06% of their portfolio FRANKFURT AM MAIN, 2M 485,490485.5k $109.7m $109.7m 0.06% Added +203.9k +203,950
71 RAYMOND JAMES & ASSOCIATES 0.09% of their portfolio ST PETERSBURG, FL 480,521480.5k $108.5m $108.5m 0.09% Added +78.3k +78,273
72 NZS Capital, LLC 5.13% of their portfolio DENVER, CO 453,690453.7k $102.5m $102.5m 5.13% Reduced -18.7k -18,686
73 National Pension Service 0.16% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 444,740444.7k $101.0m $101.0m 0.16% Reduced -10.9k -10,948
74 Foxhaven Asset Management, LP 3.14% of their portfolio Charlottesville, VA 424,671424.7k $95.9m $95.9m 3.14% Added +107.5k +107,468
75 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 404,834404.8k $91.4m $91.4m 0.03% Added +144.0k +143,976
76 NORDEA INVESTMENT MANAGEMENT AB 0.13% of their portfolio STOCKHOLM, V7 404,342404.3k $92.9m $92.9m 0.13% Added +9.6k +9,612
77 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.64% of their portfolio Cincinnati, OH 394,083394.1k $89.0m $89.0m 0.64% Reduced -997 -997
78 WESTFIELD CAPITAL MANAGEMENT CO LP 0.57% of their portfolio BOSTON, MA 393,772393.8k $88.9m $88.9m 0.57% Reduced -8.6k -8,555
79 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 385,670385.7k $87.1m $87.1m 0.04% Added +81.5k +81,522
80 PointState Capital LP 3.24% of their portfolio New York, NY 375,902375.9k $84.9m $84.9m 3.24% New
81 Ensign Peak Advisors, Inc 0.17% of their portfolio SALT LAKE CITY, UT 375,197375.2k $84.8m $84.8m 0.17% Reduced -83.7k -83,694
82 Bain Capital Public Equity Management II, LLC 4.88% of their portfolio Boston, MA 374,678374.7k $84.6m $84.6m 4.88% Added +120.5k +120,512
83 PANAGORA ASSET MANAGEMENT INC 0.49% of their portfolio BOSTON, MA 371,688371.7k $84.0m $84.0m 0.49% Added +24.6k +24,615
84 California Public Employees Retirement System 0.07% of their portfolio Sacramento, CA 368,733368.7k $83.3m $83.3m 0.07% Reduced -42.2k -42,197
85 MOORE CAPITAL MANAGEMENT, LP 2.01% of their portfolio NEW YORK, NY 365,364365.4k $82.5m $82.5m 2.01% Added +288.4k +288,385
86 Polar Capital Holdings Plc 0.55% of their portfolio London, X0 355,799355.8k $80.4m $80.4m 0.55% Reduced -253.3k -253,255
87 Keenan Capital, LLC 13.93% of their portfolio BURLINGAME, CA 344,179344.2k $77.7m $77.7m 13.93% Unchanged
88 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 340,464340.5k $76.9m $76.9m 0.01% Added +4.2k +4,224
89 NEW YORK STATE COMMON RETIREMENT FUND 0.10% of their portfolio ALBANY, NY 339,598339.6k $76.7m $76.7m 0.10% Added +15.2k +15,208
90 Mirae Asset Global Investments Co., Ltd. 0.16% of their portfolio SEOUL, M5 337,288337.3k $76.2m $76.2m 0.16% Reduced -39.6k -39,552
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio WEST SACRAMENTO, CA 331,978332.0k $75.0m $75.0m 0.11% Reduced -3.2k -3,220
92 Crow's Nest Holdings LP 17.41% of their portfolio RICHMOND, VA 325,200325.2k $73.5m $73.5m 17.41% Reduced -26.5k -26,500
93 Select Equity Group, L.P. 0.27% of their portfolio NEW YORK, NY 322,962323.0k $73.0m $73.0m 0.27% Added +32.6k +32,594
94 Alua Capital Management LP 4.85% of their portfolio NEW YORK, NY 312,333312.3k $70.6m $70.6m 4.85% Added +195.1k +195,100
95 Russell Investments Group, Ltd. 0.13% of their portfolio Seattle, WA 296,048296.0k $66.9m $66.9m 0.13% Added +19.6k +19,570
96 STEADFAST CAPITAL MANAGEMENT LP 1.77% of their portfolio NEW YORK, NY 294,196294.2k $66.5m $66.5m 1.77% Added +24.0k +24,000
97 MAVERICK CAPITAL LTD 1.42% of their portfolio DALLAS, TX 293,834293.8k $66.4m $66.4m 1.42% Reduced -186.1k -186,118
98 Robeco Institutional Asset Management B.V. 0.17% of their portfolio ROTTERDAM, P7 293,397293.4k $66.3m $66.3m 0.17% Added +2.4k +2,436
99 VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio San Antonio, TX 287,700287.7k $65.0m $65.0m 0.07% Reduced -3.9k -3,916
100 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.20% of their portfolio Paris, I0 287,634287.6k $65.0m $65.0m 0.20% Added +267.4k +267,359