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 ($154.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $272.30. Options: 43 managers hold calls ($987.6m notional), 45 hold puts ($1.5bn).
Trends to Q1 2024
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 |
| Q4 2023 | 1,053 |
| Q1 2024 | 1,071 |
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 |
| Q4 2023 | 513 | 426 |
| Q1 2024 | 564 | 437 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $580.3m | $718.1m | 1.24 |
| Q3 2023 | $681.3m | $984.7m | 1.45 |
| Q4 2023 | $1.0bn | $1.3bn | 1.29 |
| Q1 2024 | $987.6m | $1.5bn | 1.52 |
Biggest buyers
| MORGAN STANLEY | Added | +2.8m |
| BROWN ADVISORY INC | Added | +1.4m |
| VIKING GLOBAL INVESTORS LP | Added | +1.2m |
| D. E. Shaw & Co., Inc. | Added | +826.9k |
| MARSHALL WACE, LLP | Added | +769.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +533.8k |
| HRT FINANCIAL LP | Added | +410.6k |
| BlackRock Inc. | Added | +366.4k |
| Qube Research & Technologies Ltd | Added | +326.0k |
| VANGUARD GROUP INC | Added | +324.5k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -2.0m |
| Invesco Ltd. | Reduced | -1.5m |
| Winslow Capital Management, LLC | Reduced | -1.1m |
| Pictet Asset Management Holding SA | Reduced | -598.4k |
| FMR LLC | Reduced | -507.5k |
| CITADEL ADVISORS LLC | Reduced | -485.9k |
| AXA S.A. | Reduced | -456.9k |
| Whale Rock Capital Management LLC | Reduced | -361.7k |
| JANE STREET GROUP, LLC | Reduced | -356.7k |
| Champlain Investment Partners, LLC | Reduced | -331.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $260.9m956.4k shares |
| CITADEL ADVISORS LLC | Reduced | $132.1m484.4k shares |
| UBS Group AG | Reduced | $92.3m338.4k shares |
| Twin Tree Management, LP | Added | $71.3m261.4k shares |
| BANK OF AMERICA CORP /DE/ | Added | $58.5m214.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $39.0m157.5k shares |
| IMC-Chicago, LLC | Added | $37.9m139.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $35.6m130.7k shares |
| Cubist Systematic Strategies, LLC | Added | $28.0m102.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $20.8m76.1k shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | Added | $274.7m1.0m shares |
| UBS Group AG | Reduced | $200.2m733.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $185.0m678.1k shares |
| Twin Tree Management, LP | Added | $124.5m456.4k shares |
| CITADEL ADVISORS LLC | Added | $103.0m377.5k shares |
| JANE STREET GROUP, LLC | Added | $80.4m294.7k shares |
| BANK OF AMERICA CORP /DE/ | Added | $45.4m166.3k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $42.8m1.6k shares |
| IMC-Chicago, LLC | Reduced | $41.2m151.0k shares |
| WELLS FARGO & COMPANY/MN | Added | $35.6m130.5k 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 2024
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 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 |
| Q4 2023 | 0 | — | 7 | $8.8m | $1.8m |
| Q1 2024 | 0 | — | 7 | $10.8m | $3.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-22 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $15.5m56.0k shares |
| 2024-03-18 | DUFFIELD DAVID A 10% owner | Sold plan | $15.5m57.0k shares |
| 2024-03-15 | DUFFIELD DAVID A 10% owner | Sold plan | $17.3m64.3k shares |
| 2024-03-12 | STILL GEORGE J JR Director · By the Still Family Trust | Sold | $1.4m5.0k shares |
| 2024-03-05 | Robinson Douglas A. Co-President | Sold | $109.7k411 shares |
| 2024-03-01 | DUFFIELD DAVID A 10% owner | Sold plan | $17.3m59.4k shares |
| 2024-02-28 | Robinson Douglas A. Co-President | Sold plan | $916.9k3.1k shares |
| 2024-01-12 | DUFFIELD DAVID A 10% owner | Sold plan | $17.7m62.7k shares |
| 2024-01-10 | DUFFIELD DAVID A 10% owner | Sold plan | $17.6m63.4k shares |
| 2024-01-08 | DUFFIELD DAVID A 10% owner | Sold plan | $17.9m65.8k shares |
| 2024-01-08 | Chakraborty Sayan Co-President | Sold | $1.2m4.3k shares |
| 2024-01-08 | Sauer Richard Harry Chief Legal Officer & Secty | Sold plan | $935.8k3.4k shares |
| 2024-01-05 | DUFFIELD DAVID A 10% owner | Sold plan | $17.4m65.5k shares |
| 2024-01-05 | Rowe Zane Chief Financial Officer | Sold | $1.2m4.7k shares |
| 2024-01-05 | Bozzini James COO | Sold | $1.2m4.4k shares |
| 2024-01-05 | Chakraborty Sayan Co-President | Sold | $899.8k3.4k shares |
| 2024-01-05 | BHUSRI ANEEL Co-CEO, director | Sold | $886.7k3.3k shares |
| 2024-01-05 | Robinson Douglas A. Co-President | Sold | $689.2k2.6k shares |
| 2024-01-05 | Sauer Richard Harry Chief Legal Officer & Secty | Sold plan | $642.9k2.4k shares |
| 2024-01-02 | Robinson Douglas A. Co-President | Sold plan | $835.5k3.1k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 14.8m $4.0bn | Added +324.5k |
| BlackRock Inc. 0.09% of their portfolio | 13.7m $3.7bn | Added +366.4k |
| JPMORGAN CHASE & CO 0.14% of their portfolio | 11.7m $3.2bn | Reduced -54.1k |
| MORGAN STANLEY 0.05% of their portfolio | 7.0m $1.9bn | Added +2.8m |
| BAILLIE GIFFORD & CO 1.42% of their portfolio | 6.7m $1.8bn | Reduced -294.4k |
| NORGES BANK 0.25% of their portfolio | 5.7m $1.6bn | Added +293.0k |
| VIKING GLOBAL INVESTORS LP 5.37% of their portfolio | 5.3m $1.4bn | Added +1.2m |
| STATE STREET CORP 0.06% of their portfolio | 4.6m $1.3bn | Added +62.1k |
| JANUS HENDERSON GROUP PLC 0.66% of their portfolio | 4.5m $1.2bn | Reduced -2.0m |
| FMR LLC 0.07% of their portfolio | 3.8m $1.0bn | Reduced -507.5k |
| POLEN CAPITAL MANAGEMENT LLC 2.32% of their portfolio | 3.7m $1.0bn | Reduced -86.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.17% of their portfolio | 3.6m $987.5m | Added +214.1k |
| Sustainable Growth Advisers, LP 3.88% of their portfolio | 3.4m $928.0m | Added +301.5k |
| Nuveen Asset Management, LLC 0.27% of their portfolio | 3.3m $898.3m | Added +238.8k |
| FRANKLIN RESOURCES INC 0.25% of their portfolio | 2.9m $791.9m | Reduced -89.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 2.7m $731.9m | Added +121.9k |
| JANE STREET GROUP, LLC 0.94% of their portfolio | 2.7m $729.4m | Reduced -356.7k |
| Clearbridge Investments, LLC 0.55% of their portfolio | 2.5m $693.4m | Added +281.2k |
| LOOMIS SAYLES & CO L P 0.87% of their portfolio | 2.2m $608.7m | Reduced -19.0k |
| BANK OF AMERICA CORP /DE/ 0.06% of their portfolio | 2.1m $583.0m | Reduced -123.3k |
| MILLENNIUM MANAGEMENT LLC 0.44% of their portfolio | 1.9m $521.1m | Added +533.8k |
| TIGER GLOBAL MANAGEMENT LLC 2.80% of their portfolio | 1.9m $512.8m | Reduced -101.0k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 1.8m $491.7m | Added +11.2k |
| Pictet Asset Management Holding SA 0.48% of their portfolio | 1.6m $441.5m | Reduced -598.4k |
| Matrix Capital Management Company, LP 4.02% of their portfolio | 1.6m $432.6m | Unchanged |
| BLAIR WILLIAM & CO/IL 1.32% of their portfolio | 1.5m $419.5m | Reduced -16.4k |
| AMERICAN CENTURY COMPANIES INC 0.26% of their portfolio | 1.5m $408.4m | Reduced -44.4k |
| BROWN ADVISORY INC 0.54% of their portfolio | 1.5m $407.2m | Added +1.4m |
| Artisan Partners Limited Partnership 0.58% of their portfolio | 1.5m $399.8m | Reduced -45.8k |
| LONE PINE CAPITAL LLC 3.05% of their portfolio | 1.4m $385.9m | Reduced -133.0k |
| NORTHERN TRUST CORP 0.07% of their portfolio | 1.4m $378.8m | Reduced -50.1k |
| Newlands Management Operations LLC 3.00% of their portfolio | 1.4m $371.9m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 1.3m $366.2m | Added +2.5k |
| FIRST TRUST ADVISORS LP 0.37% of their portfolio | 1.3m $365.5m | Added +127.8k |
| Amundi 0.15% of their portfolio | 1.3m $338.7m | Reduced -23.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 1.3m $357.6m | Reduced -47.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.32% of their portfolio | 1.3m $350.7m | Reduced -33.0k |
| Meritage Group LP 8.21% of their portfolio | 1.3m $348.4m | Added +275.9k |
| Legal & General Group Plc 0.10% of their portfolio | 1.3m $346.1m | Added +3.7k |
| MONTRUSCO BOLTON INVESTMENTS INC. 3.52% of their portfolio | 1.2m $330.8m | Added +40.5k |
| Unisphere Establishment 3.31% of their portfolio | 1.2m $327.3m | Reduced -230.0k |
| Winslow Capital Management, LLC 1.21% of their portfolio | 1.2m $320.4m | Reduced -1.1m |
| Ownership Capital B.V. 7.30% of their portfolio | 1.2m $319.1m | Reduced -93.9k |
| Bares Capital Management, Inc. 12.18% of their portfolio | 1.1m $306.8m | Reduced -223.5k |
| Qube Research & Technologies Ltd 0.55% of their portfolio | 1.1m $304.6m | Added +326.0k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.0m $276.4m | Reduced -82.0k |
| D. E. Shaw & Co., Inc. 0.35% of their portfolio | 997.9k $272.2m | Added +826.9k |
| MACQUARIE GROUP LTD 0.30% of their portfolio | 982.3k $267.9m | Reduced -181.5k |
| NEUBERGER BERMAN GROUP LLC 0.20% of their portfolio | 869.8k $237.2m | Added +34.9k |
| FIL Ltd 0.23% of their portfolio | 857.5k $233.9m | Reduced -74.0k |
| MARSHALL WACE, LLP 0.36% of their portfolio | 786.9k $214.6m | Added +769.0k |
| DEUTSCHE BANK AG\ 0.10% of their portfolio | 782.3k $213.4m | Added +210.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 767.3k $209.3m | Added +22.8k |
| Invesco Ltd. 0.04% of their portfolio | 751.0k $204.8m | Reduced -1.5m |
| SEI INVESTMENTS CO 0.30% of their portfolio | 746.5k $203.6m | Reduced -166.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.18% of their portfolio | 687.8k $187.3m | Reduced -54.2k |
| California Public Employees Retirement System 0.13% of their portfolio | 684.9k $186.8m | Added +316.5k |
| HRT FINANCIAL LP 1.10% of their portfolio | 651.1k $177.6m | Added +410.6k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 649.6k $177.2m | Added +189.1k |
| Swiss National Bank 0.12% of their portfolio | 625.9k $170.7m | Reduced -21.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 616.2k $168.1m | Added +60.1k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 589.5k $160.8m | Reduced -22.6k |
| CIBC Private Wealth Group LLC 0.31% of their portfolio | 581.4k $158.4m | Added +73.1k |
| Champlain Investment Partners, LLC 0.89% of their portfolio | 569.9k $155.4m | Reduced -331.4k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 565.5k $154.7m | Added +50.9k |
| North Peak Capital Management, LLC 16.65% of their portfolio | 549.1k $149.8m | Reduced -15.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.10% of their portfolio | 548.7k $149.6m | Reduced -2.5k |
| Hyperion Asset Management Ltd 6.24% of their portfolio | 544.1k $148.4m | Reduced -52.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.17% of their portfolio | 504.6k $137.6m | Added +153.6k |
| BRISTOL JOHN W & CO INC /NY/ 2.33% of their portfolio | 500.7k $136.6m | Added +954 |
| AXA S.A. 0.41% of their portfolio | 500.3k $136.5m | Reduced -456.9k |
| HMI Capital Management, L.P. 4.91% of their portfolio | 489.7k $133.6m | Added +57.0k |
| National Pension Service 0.16% of their portfolio | 474.9k $129.5m | Added +10.2k |
| Ensign Peak Advisors, Inc 0.24% of their portfolio | 472.3k $128.8m | Added +40.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.15% of their portfolio | 468.9k $128.9m | Added +13.5k |
| Bain Capital Public Equity Management II, LLC 5.24% of their portfolio | 468.8k $127.9m | Reduced -71.2k |
| Assenagon Asset Management S.A. 0.34% of their portfolio | 465.7k $127.0m | Added +187.1k |
| CREDIT SUISSE AG/ 0.12% of their portfolio | 450.7k $122.9m | Reduced -58.8k |
| Danica Pension, Livsforsikringsaktieselskab 2.69% of their portfolio | 444.2k $121.2m | First filing |
| RAYMOND JAMES & ASSOCIATES 0.08% of their portfolio | 434.1k $118.4m | Added +3.9k |
| STIFEL FINANCIAL CORP 0.13% of their portfolio | 432.1k $117.9m | Added +40.6k |
| PANAGORA ASSET MANAGEMENT INC 0.61% of their portfolio | 430.5k $117.4m | Added +235.6k |
| Squarepoint Ops LLC 0.48% of their portfolio | 426.0k $116.2m | Reduced -89.7k |
| RIVULET CAPITAL, LLC 5.81% of their portfolio | 425.4k $116.0m | Reduced -130.0k |
| FEDERATED HERMES, INC. 0.27% of their portfolio | 424.6k $115.8m | Reduced -14.9k |
| UBS Group AG 0.04% of their portfolio | 420.4k $114.7m | Added +227.2k |
| BARCLAYS PLC 0.05% of their portfolio | 407.4k $111.1m | Added +47.3k |
| Mirae Asset Global Investments Co., Ltd. 0.18% of their portfolio | 394.5k $82.6m | Added +35.1k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.69% of their portfolio | 391.3k $106.7m | Reduced -180 |
| Allspring Global Investments Holdings, LLC 0.17% of their portfolio | 389.1k $106.1m | Reduced -4.6k |
| AQR CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 381.2k $104.0m | Added +46.2k |
| COMMERZBANK AKTIENGESELLSCHAFT /FI 3.36% of their portfolio | 370.9k $101.2m | Added +299.1k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 355.6k $97.0m | Reduced -33.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.50% of their portfolio | 352.5k $96.2m | Reduced -23.5k |
| Capital World Investors 0.02% of their portfolio | 346.6k $94.5m | Added +1.0k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 346.1k $94.4m | Reduced -24.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.41% of their portfolio | 333.8k $91.0m | Added +38.1k |
| Rokos Capital Management LLP 2.33% of their portfolio | 333.0k $90.8m | Added +256.0k |
| CITIGROUP INC 0.10% of their portfolio | 327.1k $89.2m | Added +17.4k |
| PARNASSUS INVESTMENTS, LLC 0.19% of their portfolio | 326.6k $89.1m | Reduced -131.8k |