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 ($80.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $215.09. Options: 39 managers hold calls ($681.3m notional), 39 hold puts ($984.7m).
Trends to Q3 2023
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 |
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 |
| Q2 2023 | 451 | 382 |
| Q3 2023 | 475 | 375 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $1.3bn | $998.3m | 0.78 |
| Q1 2023 | $679.9m | $701.5m | 1.03 |
| Q2 2023 | $580.3m | $718.1m | 1.24 |
| Q3 2023 | $681.3m | $984.7m | 1.45 |
Biggest buyers
| VIKING GLOBAL INVESTORS LP | Added | +2.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.4m |
| Winslow Capital Management, LLC | Added | +1.0m |
| MORGAN STANLEY | Added | +872.3k |
| TIGER GLOBAL MANAGEMENT LLC | Added | +822.6k |
| Nuveen Asset Management, LLC | Added | +736.5k |
| Squarepoint Ops LLC | Added | +501.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +500.9k |
| ALKEON CAPITAL MANAGEMENT LLC | New | +500.0k |
| NORGES BANK | Added | +358.4k |
Biggest sellers
| HARRIS ASSOCIATES L P | Reduced | -1.6m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -894.0k |
| EP Wealth Advisors, LLC | Reduced | -646.8k |
| VAN ECK ASSOCIATES CORP | Reduced | -628.3k |
| FIL Ltd | Reduced | -520.6k |
| Bares Capital Management, Inc. | Reduced | -468.6k |
| FMR LLC | Reduced | -455.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -441.1k |
| JANUS HENDERSON GROUP PLC | Reduced | -440.2k |
| Foxhaven Asset Management, LP | Sold out | -424.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $194.2m903.8k shares |
| CITADEL ADVISORS LLC | Reduced | $86.2m401.1k shares |
| UBS Group AG | Added | $83.5m388.5k shares |
| SIMPLEX TRADING, LLC | Added | $39.0m197.3k shares |
| IMC-Chicago, LLC | Added | $37.6m175.1k shares |
| Twin Tree Management, LP | New | $30.9m143.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $25.4m118.3k shares |
| WOLVERINE TRADING, LLC | Added | $22.2m103.5k shares |
| Walleye Trading LLC | Reduced | $18.6m86.8k shares |
| JANE STREET GROUP, LLC | Reduced | $18.3m85.3k shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | Added | $167.6m780.1k shares |
| UBS Group AG | Added | $167.1m777.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $148.5m691.1k shares |
| CITADEL ADVISORS LLC | Added | $91.1m423.9k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $52.4m243.9k shares |
| IMC-Chicago, LLC | Added | $38.6m179.8k shares |
| SIMPLEX TRADING, LLC | Added | $36.0m181.8k shares |
| Twin Tree Management, LP | New | $31.7m147.4k shares |
| JANE STREET GROUP, LLC | Added | $30.3m141.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $28.6m1.3k 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 in Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 0 | — | 8 | $23.6m | $13.4m |
| Q3 2023 | 1 | $2.1m | 6 | $13.1m | $6.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-11 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $27.1m108.3k shares |
| 2023-09-08 | STILL GEORGE J JR Director · By the Still Family Trust | Sold | $1.3m5.0k shares |
| 2023-09-06 | Sauer Richard Harry Chief Legal Officer & Secty | Sold plan | $6.0m24.4k shares |
| 2023-09-06 | Chakraborty Sayan Co-President | Sold | $101.2k412 shares |
| 2023-09-05 | Robinson Douglas A. Co-President | Sold | $100.2k407 shares |
| 2023-09-05 | Chakraborty Sayan Co-President | Sold | $80.8k328 shares |
| 2023-08-29 | Eschenbach Carl M. Co-CEO, director · Eschenbach Family Trust dtd 4/15/2014, Carl Eschenbach Jr and Ana Eschenbach TTEE | Bought plan | $2.1m8.7k shares |
| 2023-07-06 | Chakraborty Sayan Co-President | Sold | $1.1m4.9k shares |
| 2023-07-05 | Bozzini James COO | Sold | $1.1m4.9k shares |
| 2023-07-05 | Sauer Richard Harry Chief Legal Officer & Secty | Sold | $935.1k4.2k shares |
| 2023-07-05 | Chakraborty Sayan Co-President | Sold | $869.3k3.9k shares |
| 2023-07-05 | BHUSRI ANEEL Co-CEO, director | Sold | $856.7k3.9k shares |
| 2023-07-05 | Robinson Douglas A. Co-President | Sold | $693.7k3.1k 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 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 14.0m $3.0bn | Added +264.0k |
| BlackRock Inc. 0.08% of their portfolio | 12.6m $2.7bn | Added +254.8k |
| JANUS HENDERSON GROUP PLC 1.09% of their portfolio | 7.7m $1.7bn | Reduced -440.2k |
| BAILLIE GIFFORD & CO 1.39% of their portfolio | 7.1m $1.5bn | Reduced -92.1k |
| JPMORGAN CHASE & CO 0.13% of their portfolio | 5.2m $1.1bn | Added +106.2k |
| VIKING GLOBAL INVESTORS LP 4.57% of their portfolio | 5.2m $1.1bn | Added +2.2m |
| WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio | 5.2m $1.1bn | Added +1.4m |
| NORGES BANK 0.19% of their portfolio | 4.4m $950.0m | Added +358.4k |
| FMR LLC 0.08% of their portfolio | 4.4m $949.5m | Reduced -455.6k |
| STATE STREET CORP 0.05% of their portfolio | 4.4m $937.7m | Added +70.8k |
| Sustainable Growth Advisers, LP 4.33% of their portfolio | 4.0m $852.1m | Reduced -180.7k |
| POLEN CAPITAL MANAGEMENT LLC 2.23% of their portfolio | 4.0m $848.7m | Added +78.4k |
| FRANKLIN RESOURCES INC 0.34% of their portfolio | 3.1m $661.4m | Added +136.3k |
| TIGER GLOBAL MANAGEMENT LLC 4.47% of their portfolio | 2.8m $606.4m | Added +822.6k |
| MORGAN STANLEY 0.06% of their portfolio | 2.7m $586.0m | Added +872.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.33% of their portfolio | 2.6m $565.0m | Added +206.1k |
| Nuveen Asset Management, LLC 0.20% of their portfolio | 2.6m $560.9m | Added +736.5k |
| LONE PINE CAPITAL LLC 5.34% of their portfolio | 2.6m $554.2m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 2.4m $524.1m | Added +66.5k |
| Winslow Capital Management, LLC 2.36% of their portfolio | 2.3m $496.4m | Added +1.0m |
| LOOMIS SAYLES & CO L P 0.84% of their portfolio | 2.3m $490.3m | Reduced -83.6k |
| BANK OF AMERICA CORP /DE/ 0.06% of their portfolio | 2.3m $487.2m | Added +85.8k |
| Clearbridge Investments, LLC 0.44% of their portfolio | 2.1m $461.1m | Reduced -28.4k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 1.9m $401.1m | Reduced -95.4k |
| Invesco Ltd. 0.10% of their portfolio | 1.8m $387.2m | Added +326.3k |
| Pictet Asset Management Holding SA 0.46% of their portfolio | 1.7m $374.1m | First filing |
| Bares Capital Management, Inc. 15.05% of their portfolio | 1.6m $352.3m | Reduced -468.6k |
| AMERICAN CENTURY COMPANIES INC 0.26% of their portfolio | 1.6m $342.4m | Reduced -104.5k |
| Matrix Capital Management Company, LP 4.09% of their portfolio | 1.6m $340.8m | Unchanged |
| BLAIR WILLIAM & CO/IL 1.30% of their portfolio | 1.6m $339.2m | Added +5.3k |
| GQG Partners LLC 0.78% of their portfolio | 1.6m $338.3m | Reduced -39.3k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 1.5m $326.3m | Added +38.9k |
| Ownership Capital B.V. 7.78% of their portfolio | 1.4m $310.6m | Reduced -401.4k |
| Artisan Partners Limited Partnership 0.52% of their portfolio | 1.4m $308.5m | Added +288.9k |
| Newlands Management Operations LLC 3.13% of their portfolio | 1.4m $293.0m | Unchanged |
| FIRST TRUST ADVISORS LP 0.35% of their portfolio | 1.4m $291.8m | Added +130.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 1.3m $286.9m | Added +24.8k |
| Champlain Investment Partners, LLC 1.84% of their portfolio | 1.3m $284.2m | Reduced -357.7k |
| Legal & General Group Plc 0.10% of their portfolio | 1.3m $277.1m | Reduced -10.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio | 1.3m $272.9m | Added +500.9k |
| MACQUARIE GROUP LTD 0.33% of their portfolio | 1.2m $261.4m | Reduced -62.1k |
| MONTRUSCO BOLTON INVESTMENTS INC. 3.61% of their portfolio | 1.2m $247.3m | Added +59.0k |
| Meritage Group LP 6.89% of their portfolio | 1.2m $251.9m | Reduced -224.1k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.1m $233.2m | Reduced -167.3k |
| Amundi 0.11% of their portfolio | 1.1m $228.7m | Added +97.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.74% of their portfolio | 910.8k $195.7m | Reduced -894.0k |
| SEI INVESTMENTS CO 0.35% of their portfolio | 902.6k $193.9m | Added +181.7k |
| NEUBERGER BERMAN GROUP LLC 0.17% of their portfolio | 891.4k $191.1m | Added +50.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.20% of their portfolio | 839.3k $180.3m | Reduced -64.3k |
| FIL Ltd 0.19% of their portfolio | 767.1k $164.8m | Reduced -520.6k |
| RIVULET CAPITAL, LLC 10.11% of their portfolio | 750.4k $161.2m | Reduced -368.8k |
| North Peak Capital Management, LLC 19.31% of their portfolio | 729.6k $156.8m | Reduced -157.2k |
| PARNASSUS INVESTMENTS, LLC 0.38% of their portfolio | 722.9k $155.3m | Reduced -38.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 718.2k $154.3m | Added +2.4k |
| Swiss National Bank 0.11% of their portfolio | 662.7k $142.4m | Reduced -74.1k |
| Whale Rock Capital Management LLC 2.87% of their portfolio | 661.9k $142.2m | Added +13.1k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 640.9k $137.7m | Added +65.5k |
| Squarepoint Ops LLC 0.64% of their portfolio | 615.8k $132.3m | Added +501.9k |
| Hyperion Asset Management Ltd 6.17% of their portfolio | 597.0k $128.3m | Reduced -70.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 554.0k $119.0m | Added +168.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio | 549.5k $118.1m | Added +2.3k |
| CREDIT SUISSE AG/ 0.12% of their portfolio | 548.6k $117.9m | Added +58.0k |
| BRISTOL JOHN W & CO INC /NY/ 2.23% of their portfolio | 524.7k $112.7m | Reduced -4.8k |
| CIBC Private Wealth Group LLC 0.26% of their portfolio | 515.7k $110.8m | Reduced -403.1k |
| RAYMOND JAMES & ASSOCIATES 0.09% of their portfolio | 507.1k $109.0m | Added +26.6k |
| AXA S.A. 0.38% of their portfolio | 502.9k $108.0m | Added +2.4k |
| ALKEON CAPITAL MANAGEMENT LLC 0.68% of their portfolio | 500.0k $107.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 499.6k $107.3m | Reduced -61.4k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 484.2k $104.0m | Reduced -13.7k |
| National Pension Service 0.17% of their portfolio | 451.5k $103.5m | Added +6.8k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 444.0k $95.4m | Added +39.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.13% of their portfolio | 437.6k $94.7m | Added +33.2k |
| HMI Capital Management, L.P. 3.57% of their portfolio | 432.7k $93.0m | Added +148.4k |
| HARRIS ASSOCIATES L P 0.18% of their portfolio | 425.7k $91.5m | Reduced -1.6m |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 423.2k $90.9m | Reduced -62.3k |
| Bain Capital Public Equity Management II, LLC 4.70% of their portfolio | 408.3k $87.7m | Added +33.6k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.64% of their portfolio | 392.9k $84.4m | Reduced -1.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.56% of their portfolio | 383.6k $82.4m | Reduced -10.1k |
| California Public Employees Retirement System 0.07% of their portfolio | 372.8k $80.1m | Added +4.0k |
| NZS Capital, LLC 4.30% of their portfolio | 371.3k $79.8m | Reduced -82.4k |
| Mirae Asset Global Investments Co., Ltd. 0.17% of their portfolio | 363.1k $78.0m | Added +25.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% of their portfolio | 357.0k $76.7m | Added +69.4k |
| FEDERATED HERMES, INC. 0.20% of their portfolio | 350.5k $75.3m | Added +100.8k |
| STIFEL FINANCIAL CORP 0.10% of their portfolio | 347.4k $74.6m | Added +206.5k |
| Capital World Investors 0.01% of their portfolio | 341.0k $73.3m | Added +543 |
| VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio | 337.6k $72.5m | Added +49.9k |
| Ensign Peak Advisors, Inc 0.15% of their portfolio | 331.6k $71.2m | Reduced -43.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.10% of their portfolio | 329.6k $70.8m | Reduced -10.0k |
| Select Equity Group, L.P. 0.28% of their portfolio | 317.7k $68.2m | Reduced -5.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 316.8k $68.1m | Reduced -15.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 306.2k $65.8m | Added +177.3k |
| Russell Investments Group, Ltd. 0.13% of their portfolio | 306.2k $65.7m | Added +10.1k |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 303.8k $65.3m | Added +96.8k |
| COOPER INVESTORS PTY LTD 5.45% of their portfolio | 302.4k $68.3m | First filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio | 302.0k $64.9m | Added +209.5k |
| Keenan Capital, LLC 11.42% of their portfolio | 301.2k $64.7m | Reduced -43.0k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 286.8k $61.6m | Added +20.0k |
| Crow's Nest Holdings LP 15.57% of their portfolio | 285.0k $61.2m | Reduced -40.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.28% of their portfolio | 273.7k $58.8m | Reduced -10.1k |
| NICHOLAS COMPANY, INC. 1.17% of their portfolio | 273.1k $58.7m | Added +16.4k |