Vault-13

WORKDAY INC WDAY

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

Financial and corporate software company

939 institutional holders +40 vs Q2 2023
184,591,493184.6m shares reported held*
$39.7bnreported value*
103 new 372 added 306 reduced 69 sold out net bought ≈ $591.7m (+1.9m 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 ($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

05001kQ3 22: 787Q4 22: 806Q1 23: 871Q2 23: 899Q3 23: 939939Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022787
Q4 2022806
Q1 2023871
Q2 2023899
Q3 2023939

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 23Q3 23: 475 bought or addedQ3 23: 375 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022357399
Q1 2023475338
Q2 2023451382
Q3 2023475375

Calls vs puts

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

CallsPuts
$0$500m$1bn$1.5bnQ4 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 1.24Q3 23 calls: $681.3mQ3 23 puts: $984.7mQ3 23P/C 1.45
Numbers
QuarterCallsPutsP/C
Q4 2022$1.3bn$998.3m0.78
Q1 2023$679.9m$701.5m1.03
Q2 2023$580.3m$718.1m1.24
Q3 2023$681.3m$984.7m1.45

Biggest buyers

VIKING GLOBAL INVESTORS LP Added +2,198,025+2.2m
WELLINGTON MANAGEMENT GROUP LLP Added +1,406,153+1.4m
Winslow Capital Management, LLC Added +1,000,922+1.0m
MORGAN STANLEY Added +872,288+872.3k
TIGER GLOBAL MANAGEMENT LLC Added +822,600+822.6k
Nuveen Asset Management, LLC Added +736,455+736.5k
Squarepoint Ops LLC Added +501,899+501.9k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +500,887+500.9k
ALKEON CAPITAL MANAGEMENT LLC New +500,000+500.0k
NORGES BANK Added +358,352+358.4k

Biggest sellers

HARRIS ASSOCIATES L P Reduced -1,648,277-1.6m
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -893,973-894.0k
EP Wealth Advisors, LLC Reduced -646,832-646.8k
VAN ECK ASSOCIATES CORP Reduced -628,317-628.3k
FIL Ltd Reduced -520,625-520.6k
Bares Capital Management, Inc. Reduced -468,585-468.6k
FMR LLC Reduced -455,554-455.6k
MILLENNIUM MANAGEMENT LLC Reduced -441,069-441.1k
JANUS HENDERSON GROUP PLC Reduced -440,192-440.2k
Foxhaven Asset Management, LP Sold out -424,671-424.7k

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.

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 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)

BuyingSelling
10010Q4 21: 0 buyingQ4 21: 8 sellingQ1 22: 0 buyingQ1 22: 9 sellingQ1 22Q2 22: 0 buyingQ2 22: 8 sellingQ3 22: 0 buyingQ3 22: 7 sellingQ3 22Q4 22: 0 buyingQ4 22: 8 sellingQ1 23: 0 buyingQ1 23: 8 sellingQ1 23Q2 23: 0 buyingQ2 23: 8 sellingQ3 23: 1 buyingQ3 23: 6 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q3 20231$2.1m6$13.1m$6.0m
DateInsiderTradeSharesPrice ValueTheir holding
2023-09-11 DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation Sold plan 108,333 $250.58 $27.1m108.3k shares -50%
2023-09-08 STILL GEORGE J JR Director · By the Still Family Trust Sold 5,000 $251.00 $1.3m5.0k shares -4%
2023-09-06 Sauer Richard Harry Chief Legal Officer & Secty Sold plan 24,365 $247.90 $6.0m24.4k shares -20%
2023-09-06 Chakraborty Sayan Co-President Sold 412 $245.68 $101.2k412 shares -<1%
2023-09-05 Robinson Douglas A. Co-President Sold 407 $246.26 $100.2k407 shares -<1%
2023-09-05 Chakraborty Sayan Co-President Sold 328 $246.26 $80.8k328 shares -<1%
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 8,676 $240.44 $2.1m8.7k shares +75%
2023-07-06 Chakraborty Sayan Co-President Sold 4,917 $218.81 $1.1m4.9k shares -4%
2023-07-05 Bozzini James COO Sold 4,941 $221.43 $1.1m4.9k shares -3%
2023-07-05 Sauer Richard Harry Chief Legal Officer & Secty Sold 4,223 $221.43 $935.1k4.2k shares -3%
2023-07-05 Chakraborty Sayan Co-President Sold 3,926 $221.43 $869.3k3.9k shares -3%
2023-07-05 BHUSRI ANEEL Co-CEO, director Sold 3,869 $221.43 $856.7k3.9k shares -1%
2023-07-05 Robinson Douglas A. Co-President Sold 3,133 $221.43 $693.7k3.1k shares -2%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.07% of their portfolio Valley Forge, PA 14,010,91014.0m $3.0bn $3.0bn 0.07% Added +264.0k +263,994
2 BlackRock Inc. 0.08% of their portfolio New York, NY 12,561,81512.6m $2.7bn $2.7bn 0.08% Added +254.8k +254,774
3 JANUS HENDERSON GROUP PLC 1.09% of their portfolio LONDON, X0 7,716,5987.7m $1.7bn $1.7bn 1.09% Reduced -440.2k -440,192
4 BAILLIE GIFFORD & CO 1.39% of their portfolio EDINBURGH, X0 7,085,7887.1m $1.5bn $1.5bn 1.39% Reduced -92.1k -92,103
5 JPMORGAN CHASE & CO 0.13% of their portfolio NEW YORK, NY 5,241,1935.2m $1.1bn $1.1bn 0.13% Added +106.2k +106,167
6 VIKING GLOBAL INVESTORS LP 4.57% of their portfolio STAMFORD, CT 5,236,6445.2m $1.1bn $1.1bn 4.57% Added +2.2m +2,198,025
7 WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio Boston, MA 5,163,3625.2m $1.1bn $1.1bn 0.22% Added +1.4m +1,406,153
8 NORGES BANK 0.19% of their portfolio OSLO, Q8 4,421,8264.4m $950.0m $950.0m 0.19% Added +358.4k +358,352
9 FMR LLC 0.08% of their portfolio BOSTON, MA 4,419,3804.4m $949.5m $949.5m 0.08% Reduced -455.6k -455,554
10 STATE STREET CORP 0.05% of their portfolio BOSTON, MA 4,364,4994.4m $937.7m $937.7m 0.05% Added +70.8k +70,848
11 Sustainable Growth Advisers, LP 4.33% of their portfolio STAMFORD, CT 3,966,2504.0m $852.1m $852.1m 4.33% Reduced -180.7k -180,679
12 POLEN CAPITAL MANAGEMENT LLC 2.23% of their portfolio Boca Raton, FL 3,950,3204.0m $848.7m $848.7m 2.23% Added +78.4k +78,352
13 FRANKLIN RESOURCES INC 0.34% of their portfolio San Mateo, CA 3,078,3343.1m $661.4m $661.4m 0.34% Added +136.3k +136,293
14 TIGER GLOBAL MANAGEMENT LLC 4.47% of their portfolio New York, NY 2,822,3942.8m $606.4m $606.4m 4.47% Added +822.6k +822,600
15 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 2,727,5802.7m $586.0m $586.0m 0.06% Added +872.3k +872,288
16 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.33% of their portfolio Toronto, A6 2,629,7802.6m $565.0m $565.0m 0.33% Added +206.1k +206,112
17 Nuveen Asset Management, LLC 0.20% of their portfolio CHICAGO, IL 2,610,7202.6m $560.9m $560.9m 0.20% Added +736.5k +736,455
18 LONE PINE CAPITAL LLC 5.34% of their portfolio GREENWICH, CT 2,579,6192.6m $554.2m $554.2m 5.34% Unchanged
19 GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio BOSTON, MA 2,442,8302.4m $524.1m $524.1m 0.06% Added +66.5k +66,465
20 Winslow Capital Management, LLC 2.36% of their portfolio MINNEAPOLIS, MN 2,310,6192.3m $496.4m $496.4m 2.36% Added +1.0m +1,000,922
21 LOOMIS SAYLES & CO L P 0.84% of their portfolio BOSTON, MA 2,282,1812.3m $490.3m $490.3m 0.84% Reduced -83.6k -83,575
22 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 2,267,4562.3m $487.2m $487.2m 0.06% Added +85.8k +85,796
23 Clearbridge Investments, LLC 0.44% of their portfolio NEW YORK, NY 2,146,3222.1m $461.1m $461.1m 0.44% Reduced -28.4k -28,433
24 GOLDMAN SACHS GROUP INC 0.10% of their portfolio NEW YORK, NY 1,866,8511.9m $401.1m $401.1m 0.10% Reduced -95.4k -95,378
25 Invesco Ltd. 0.10% of their portfolio ATLANTA, GA 1,802,2091.8m $387.2m $387.2m 0.10% Added +326.3k +326,283
26 Pictet Asset Management Holding SA 0.46% of their portfolio CAROUGE, V8 1,741,3671.7m $374.1m $374.1m 0.46% First filing
27 Bares Capital Management, Inc. 15.05% of their portfolio AUSTIN, TX 1,639,5421.6m $352.3m $352.3m 15.05% Reduced -468.6k -468,585
28 AMERICAN CENTURY COMPANIES INC 0.26% of their portfolio KANSAS CITY, MO 1,593,4501.6m $342.4m $342.4m 0.26% Reduced -104.5k -104,468
29 Matrix Capital Management Company, LP 4.09% of their portfolio Portsmouth, NH 1,586,0431.6m $340.8m $340.8m 4.09% Unchanged
30 BLAIR WILLIAM & CO/IL 1.30% of their portfolio CHICAGO, IL 1,578,5941.6m $339.2m $339.2m 1.30% Added +5.3k +5,290
31 GQG Partners LLC 0.78% of their portfolio FT. LAUDERDALE, FL 1,574,6751.6m $338.3m $338.3m 0.78% Reduced -39.3k -39,335
32 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 1,518,6741.5m $326.3m $326.3m 0.06% Added +38.9k +38,868
33 Ownership Capital B.V. 7.78% of their portfolio AMSTERDAM, P7 1,445,4751.4m $310.6m $310.6m 7.78% Reduced -401.4k -401,443
34 Artisan Partners Limited Partnership 0.52% of their portfolio Milwaukee, WI 1,435,8611.4m $308.5m $308.5m 0.52% Added +288.9k +288,930
35 Newlands Management Operations LLC 3.13% of their portfolio DALLAS, TX 1,363,6671.4m $293.0m $293.0m 3.13% Unchanged
36 FIRST TRUST ADVISORS LP 0.35% of their portfolio Wheaton, IL 1,358,3101.4m $291.8m $291.8m 0.35% Added +130.0k +129,986
37 PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio BALTIMORE, MD 1,335,5021.3m $286.9m $286.9m 0.04% Added +24.8k +24,813
38 Champlain Investment Partners, LLC 1.84% of their portfolio BURLINGTON, VT 1,322,8161.3m $284.2m $284.2m 1.84% Reduced -357.7k -357,735
39 Legal & General Group Plc 0.10% of their portfolio London, X0 1,289,7591.3m $277.1m $277.1m 0.10% Reduced -10.4k -10,362
40 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio NEW YORK, NY 1,270,1541.3m $272.9m $272.9m 0.12% Added +500.9k +500,887
41 MACQUARIE GROUP LTD 0.33% of their portfolio Sydney, NSW 2000, C3 1,216,6161.2m $261.4m $261.4m 0.33% Reduced -62.1k -62,136
42 MONTRUSCO BOLTON INVESTMENTS INC. 3.61% of their portfolio MONTREAL, A8 1,178,0171.2m $247.3m $247.3m 3.61% Added +59.0k +59,027
43 Meritage Group LP 6.89% of their portfolio SAN FRANCISCO, CA 1,172,4191.2m $251.9m $251.9m 6.89% Reduced -224.1k -224,089
44 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 1,085,6321.1m $233.2m $233.2m 0.05% Reduced -167.3k -167,327
45 Amundi 0.11% of their portfolio Paris, I0 1,064,1571.1m $228.7m $228.7m 0.11% Added +97.6k +97,566
46 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.74% of their portfolio Los Angeles, CA 910,756910.8k $195.7m $195.7m 0.74% Reduced -894.0k -893,973
47 SEI INVESTMENTS CO 0.35% of their portfolio OAKS, PA 902,551902.6k $193.9m $193.9m 0.35% Added +181.7k +181,694
48 NEUBERGER BERMAN GROUP LLC 0.17% of their portfolio NEW YORK, NY 891,431891.4k $191.1m $191.1m 0.17% Added +50.1k +50,132
49 VOYA INVESTMENT MANAGEMENT LLC 0.20% of their portfolio ATLANTA, GA 839,267839.3k $180.3m $180.3m 0.20% Reduced -64.3k -64,327
50 FIL Ltd 0.19% of their portfolio HAMILTON, D0 767,062767.1k $164.8m $164.8m 0.19% Reduced -520.6k -520,625
51 RIVULET CAPITAL, LLC 10.11% of their portfolio PASSAIC, NJ 750,350750.4k $161.2m $161.2m 10.11% Reduced -368.8k -368,800
52 North Peak Capital Management, LLC 19.31% of their portfolio NEW YORK, NY 729,633729.6k $156.8m $156.8m 19.31% Reduced -157.2k -157,217
53 PARNASSUS INVESTMENTS, LLC 0.38% of their portfolio San Francisco, CA 722,852722.9k $155.3m $155.3m 0.38% Reduced -38.5k -38,509
54 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio SAN FRANCISCO, CA 718,175718.2k $154.3m $154.3m 0.04% Added +2.4k +2,405
55 Swiss National Bank 0.11% of their portfolio ZURICH, V8 662,700662.7k $142.4m $142.4m 0.11% Reduced -74.1k -74,100
56 Whale Rock Capital Management LLC 2.87% of their portfolio Boston, MA 661,858661.9k $142.2m $142.2m 2.87% Added +13.1k +13,148
57 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 640,900640.9k $137.7m $137.7m 0.04% Added +65.5k +65,531
58 Squarepoint Ops LLC 0.64% of their portfolio NEW YORK, NY 615,784615.8k $132.3m $132.3m 0.64% Added +501.9k +501,899
59 Hyperion Asset Management Ltd 6.17% of their portfolio Royal Exchange, C3 596,986597.0k $128.3m $128.3m 6.17% Reduced -70.0k -69,957
60 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 553,958554.0k $119.0m $119.0m 0.05% Added +168.3k +168,288
61 Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio CHIYODA-KU, TOKYO, M0 549,510549.5k $118.1m $118.1m 0.10% Added +2.3k +2,331
62 CREDIT SUISSE AG/ 0.12% of their portfolio ZURICH, V8 548,599548.6k $117.9m $117.9m 0.12% Added +58.0k +58,034
63 BRISTOL JOHN W & CO INC /NY/ 2.23% of their portfolio NEW YORK, NY 524,722524.7k $112.7m $112.7m 2.23% Reduced -4.8k -4,754
64 CIBC Private Wealth Group LLC 0.26% of their portfolio ATLANTA, GA 515,749515.7k $110.8m $110.8m 0.26% Reduced -403.1k -403,075
65 RAYMOND JAMES & ASSOCIATES 0.09% of their portfolio ST PETERSBURG, FL 507,105507.1k $109.0m $109.0m 0.09% Added +26.6k +26,584
66 AXA S.A. 0.38% of their portfolio PARIS, I0 502,874502.9k $108.0m $108.0m 0.38% Added +2.4k +2,449
67 ALKEON CAPITAL MANAGEMENT LLC 0.68% of their portfolio New York, NY 500,000500.0k $107.4m $107.4m 0.68% New
68 ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio NASHVILLE, TN 499,646499.6k $107.3m $107.3m 0.05% Reduced -61.4k -61,408
69 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 484,177484.2k $104.0m $104.0m 0.03% Reduced -13.7k -13,664
70 National Pension Service 0.17% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 451,535451.5k $103.5m $103.5m 0.17% Added +6.8k +6,795
71 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 444,004444.0k $95.4m $95.4m 0.03% Added +39.2k +39,170
72 NORDEA INVESTMENT MANAGEMENT AB 0.13% of their portfolio STOCKHOLM, V7 437,563437.6k $94.7m $94.7m 0.13% Added +33.2k +33,221
73 HMI Capital Management, L.P. 3.57% of their portfolio SAN FRANCISCO, CA 432,700432.7k $93.0m $93.0m 3.57% Added +148.4k +148,400
74 HARRIS ASSOCIATES L P 0.18% of their portfolio CHICAGO, IL 425,736425.7k $91.5m $91.5m 0.18% Reduced -1.6m -1,648,277
75 DEUTSCHE BANK AG\ 0.06% of their portfolio FRANKFURT AM MAIN, 2M 423,235423.2k $90.9m $90.9m 0.06% Reduced -62.3k -62,255
76 Bain Capital Public Equity Management II, LLC 4.70% of their portfolio Boston, MA 408,272408.3k $87.7m $87.7m 4.70% Added +33.6k +33,594
77 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.64% of their portfolio Cincinnati, OH 392,886392.9k $84.4m $84.4m 0.64% Reduced -1.2k -1,197
78 WESTFIELD CAPITAL MANAGEMENT CO LP 0.56% of their portfolio BOSTON, MA 383,625383.6k $82.4m $82.4m 0.56% Reduced -10.1k -10,147
79 California Public Employees Retirement System 0.07% of their portfolio Sacramento, CA 372,774372.8k $80.1m $80.1m 0.07% Added +4.0k +4,041
80 NZS Capital, LLC 4.30% of their portfolio DENVER, CO 371,277371.3k $79.8m $79.8m 4.30% Reduced -82.4k -82,413
81 Mirae Asset Global Investments Co., Ltd. 0.17% of their portfolio SEOUL, M5 363,131363.1k $78.0m $78.0m 0.17% Added +25.8k +25,843
82 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.23% of their portfolio Paris, I0 356,996357.0k $76.7m $76.7m 0.23% Added +69.4k +69,362
83 FEDERATED HERMES, INC. 0.20% of their portfolio PITTSBURGH, PA 350,473350.5k $75.3m $75.3m 0.20% Added +100.8k +100,794
84 STIFEL FINANCIAL CORP 0.10% of their portfolio ST. LOUIS, MO 347,428347.4k $74.6m $74.6m 0.10% Added +206.5k +206,475
85 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 341,007341.0k $73.3m $73.3m 0.01% Added +543 +543
86 VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio San Antonio, TX 337,638337.6k $72.5m $72.5m 0.08% Added +49.9k +49,938
87 Ensign Peak Advisors, Inc 0.15% of their portfolio SALT LAKE CITY, UT 331,574331.6k $71.2m $71.2m 0.15% Reduced -43.6k -43,623
88 NEW YORK STATE COMMON RETIREMENT FUND 0.10% of their portfolio ALBANY, NY 329,639329.6k $70.8m $70.8m 0.10% Reduced -10.0k -9,959
89 Select Equity Group, L.P. 0.28% of their portfolio NEW YORK, NY 317,662317.7k $68.2m $68.2m 0.28% Reduced -5.3k -5,300
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio WEST SACRAMENTO, CA 316,755316.8k $68.1m $68.1m 0.10% Reduced -15.2k -15,223
91 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio BOSTON, MA 306,187306.2k $65.8m $65.8m 0.08% Added +177.3k +177,313
92 Russell Investments Group, Ltd. 0.13% of their portfolio Seattle, WA 306,155306.2k $65.7m $65.7m 0.13% Added +10.1k +10,107
93 JANE STREET GROUP, LLC 0.10% of their portfolio NEW YORK, NY 303,801303.8k $65.3m $65.3m 0.10% Added +96.8k +96,755
94 COOPER INVESTORS PTY LTD 5.45% of their portfolio MELBOURNE, VICTORIA, C3 302,449302.4k $68.3m $68.3m 5.45% First filing
95 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio BALA CYNWYD, PA 302,001302.0k $64.9m $64.9m 0.10% Added +209.5k +209,535
96 Keenan Capital, LLC 11.42% of their portfolio BURLINGAME, CA 301,179301.2k $64.7m $64.7m 11.42% Reduced -43.0k -43,000
97 LORD, ABBETT & CO. LLC 0.11% of their portfolio JERSEY CITY, NJ 286,802286.8k $61.6m $61.6m 0.11% Added +20.0k +19,996
98 Crow's Nest Holdings LP 15.57% of their portfolio RICHMOND, VA 285,000285.0k $61.2m $61.2m 15.57% Reduced -40.2k -40,200
99 NOMURA ASSET MANAGEMENT CO LTD 0.28% of their portfolio TOKYO, M0 273,669273.7k $58.8m $58.8m 0.28% Reduced -10.1k -10,057
100 NICHOLAS COMPANY, INC. 1.17% of their portfolio MILWAUKEE, WI 273,140273.1k $58.7m $58.7m 1.17% Added +16.4k +16,450