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 ($156.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $223.51. Options: 43 managers hold calls ($1.2bn notional), 37 hold puts ($1.4bn).
Trends to Q2 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 |
| Q2 2024 | 1,044 |
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 |
| Q2 2024 | 594 | 445 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $681.3m | $984.7m | 1.45 |
| Q4 2023 | $1.0bn | $1.3bn | 1.29 |
| Q1 2024 | $987.6m | $1.5bn | 1.52 |
| Q2 2024 | $1.2bn | $1.4bn | 1.14 |
Biggest buyers
| EAGLE CAPITAL MANAGEMENT LLC | New | +2.9m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +2.6m |
| FIL Ltd | Added | +2.6m |
| BROWN ADVISORY INC | Added | +1.5m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +1.0m |
| VAN ECK ASSOCIATES CORP | Added | +925.4k |
| VANGUARD GROUP INC | Added | +685.8k |
| Sustainable Growth Advisers, LP | Added | +625.8k |
| Alyeska Investment Group, L.P. | New | +578.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +554.4k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -10.0m |
| MORGAN STANLEY | Reduced | -4.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.5m |
| JANE STREET GROUP, LLC | Reduced | -1.7m |
| Artisan Partners Limited Partnership | Sold out | -1.5m |
| LONE PINE CAPITAL LLC | Sold out | -1.4m |
| FRANKLIN RESOURCES INC | Reduced | -1.4m |
| VIKING GLOBAL INVESTORS LP | Reduced | -1.3m |
| MACQUARIE GROUP LTD | Reduced | -934.4k |
| HRT FINANCIAL LP | Sold out | -651.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $243.1m1.1m shares |
| CITADEL ADVISORS LLC | Added | $169.8m759.4k shares |
| Balyasny Asset Management L.P. | Added | $111.8m500.0k shares |
| BARCLAYS PLC | Added | $91.9m411.1k shares |
| SIMPLEX TRADING, LLC | Added | $77.8m364.9k shares |
| IMC-Chicago, LLC | Added | $77.8m348.0k shares |
| UBS Group AG | Reduced | $65.7m293.8k shares |
| JANE STREET GROUP, LLC | Added | $45.1m201.9k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $42.5m190.2k shares |
| Governors Lane LP | New | $37.4m167.5k shares |
Biggest puts
| Laurion Capital Management LP | New | $223.6m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $195.2m873.0k shares |
| UBS Group AG | Added | $165.8m741.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $98.2m439.4k shares |
| CITADEL ADVISORS LLC | Added | $93.3m417.2k shares |
| SIMPLEX TRADING, LLC | Added | $76.0m355.1k shares |
| JANE STREET GROUP, LLC | Added | $67.5m302.1k shares |
| IMC-Chicago, LLC | Added | $64.5m288.4k shares |
| JPMORGAN CHASE & CO | Added | $41.7m186.6k shares |
| BANK OF AMERICA CORP /DE/ | Added | $40.7m181.9k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 3 | $7.0m | $7.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-28 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $12.5m56.0k shares |
| 2024-06-21 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $12.2m56.0k shares |
| 2024-06-17 | DUFFIELD DAVID A 10% owner | Sold plan | $17.7m83.5k shares |
| 2024-06-14 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $11.9m57.0k shares |
| 2024-06-03 | DUFFIELD DAVID A 10% owner | Sold plan | $17.4m82.8k shares |
| 2024-05-28 | Robinson Douglas A. Co-President | Sold plan | $669.3k3.1k shares |
| 2024-04-12 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $14.8m56.0k shares |
| 2024-04-08 | DUFFIELD DAVID A 10% owner | Sold plan | $17.5m65.2k shares |
| 2024-04-08 | Chakraborty Sayan Co-President | Sold plan | $4.0m15.1k shares |
| 2024-04-08 | Sauer Richard Harry Chief Legal Officer & Secty | Sold plan | $2.3m8.4k shares |
| 2024-04-05 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $15.0m56.0k shares |
| 2024-04-01 | DUFFIELD DAVID A 10% owner | Sold plan | $15.2m56.0k shares |
| 2024-04-01 | DUFFIELD DAVID A 10% owner | Sold plan | $14.3m52.8k shares |
| 2024-04-01 | DUFFIELD DAVID A 10% owner | Sold plan | $3.1m11.4k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 15.5m $3.5bn | Added +685.8k |
| BlackRock Inc. 0.07% of their portfolio | 13.9m $3.1bn | Added +185.6k |
| BAILLIE GIFFORD & CO 1.14% of their portfolio | 6.6m $1.5bn | Reduced -116.0k |
| NORGES BANK 0.18% of their portfolio | 5.4m $1.2bn | Reduced -330.5k |
| STATE STREET CORP 0.05% of their portfolio | 4.8m $1.1bn | Added +143.4k |
| JANUS HENDERSON GROUP PLC 0.54% of their portfolio | 4.5m $1.0bn | Added +54.7k |
| Sustainable Growth Advisers, LP 3.98% of their portfolio | 4.0m $900.5m | Added +625.8k |
| VIKING GLOBAL INVESTORS LP 3.40% of their portfolio | 4.0m $885.3m | Reduced -1.3m |
| FIL Ltd 0.77% of their portfolio | 3.5m $776.7m | Added +2.6m |
| POLEN CAPITAL MANAGEMENT LLC 1.92% of their portfolio | 3.4m $766.6m | Reduced -253.2k |
| FMR LLC 0.05% of their portfolio | 3.4m $752.7m | Reduced -402.6k |
| Nuveen Asset Management, LLC 0.19% of their portfolio | 3.0m $664.8m | Reduced -319.6k |
| BROWN ADVISORY INC 0.86% of their portfolio | 2.9m $659.1m | Added +1.5m |
| MORGAN STANLEY 0.05% of their portfolio | 2.9m $654.9m | Reduced -4.0m |
| EAGLE CAPITAL MANAGEMENT LLC 2.42% of their portfolio | 2.9m $651.8m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 2.8m $622.0m | Added +100.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.07% of their portfolio | 2.7m $594.2m | Added +2.6m |
| Clearbridge Investments, LLC 0.44% of their portfolio | 2.4m $546.5m | Reduced -97.7k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 2.4m $528.8m | Added +227.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.48% of their portfolio | 2.3m $514.6m | Added +1.0m |
| LOOMIS SAYLES & CO L P 0.69% of their portfolio | 2.3m $503.4m | Added +19.9k |
| Pictet Asset Management Holding SA 0.54% of their portfolio | 2.1m $473.7m | Added +500.2k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 1.9m $429.1m | Added +116.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio | 1.9m $424.1m | Added +554.4k |
| TIGER GLOBAL MANAGEMENT LLC 1.94% of their portfolio | 1.9m $420.3m | Unchanged |
| Amundi 0.16% of their portfolio | 1.8m $415.0m | Added +514.9k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.8m $401.2m | Reduced -10.0m |
| Winslow Capital Management, LLC 1.29% of their portfolio | 1.6m $357.2m | Added +422.8k |
| Matrix Capital Management Company, LP 2.70% of their portfolio | 1.6m $354.6m | Unchanged |
| FRANKLIN RESOURCES INC 0.11% of their portfolio | 1.5m $345.8m | Reduced -1.4m |
| FIRST TRUST ADVISORS LP 0.35% of their portfolio | 1.5m $344.4m | Added +200.5k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 1.5m $326.5m | Added +71.5k |
| D. E. Shaw & Co., Inc. 0.46% of their portfolio | 1.5m $325.8m | Added +459.5k |
| MONTRUSCO BOLTON INVESTMENTS INC. 3.33% of their portfolio | 1.5m $317.8m | Added +213.3k |
| Qube Research & Technologies Ltd 0.59% of their portfolio | 1.4m $321.7m | Added +322.2k |
| Newlands Management Operations LLC 2.51% of their portfolio | 1.4m $304.9m | Unchanged |
| Legal & General Group Plc 0.08% of their portfolio | 1.3m $297.0m | Added +59.4k |
| MILLENNIUM MANAGEMENT LLC 0.24% of their portfolio | 1.3m $292.0m | Reduced -604.6k |
| Meritage Group LP 7.32% of their portfolio | 1.3m $288.0m | Added +11.0k |
| BLAIR WILLIAM & CO/IL 0.87% of their portfolio | 1.3m $280.9m | Reduced -281.6k |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 1.2m $265.2m | Reduced -311.2k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.2m $260.9m | Added +153.6k |
| Bares Capital Management, Inc. 12.43% of their portfolio | 1.2m $258.4m | Added +30.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.1m $251.6m | Reduced -2.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.1m $244.3m | Reduced -218.3k |
| Ownership Capital B.V. 6.48% of their portfolio | 1.1m $239.6m | Reduced -98.3k |
| HMI Capital Management, L.P. 8.33% of their portfolio | 979.0k $218.9m | Added +489.3k |
| AXA S.A. 0.32% of their portfolio | 967.5k $216.3m | Added +467.2k |
| JANE STREET GROUP, LLC 0.23% of their portfolio | 966.4k $216.1m | Reduced -1.7m |
| VAN ECK ASSOCIATES CORP 0.30% of their portfolio | 930.7k $208.1m | Added +925.4k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 858.4k $191.9m | Added +208.8k |
| NEUBERGER BERMAN GROUP LLC 0.16% of their portfolio | 845.5k $189.0m | Reduced -24.3k |
| Invesco Ltd. 0.04% of their portfolio | 840.4k $187.9m | Added +89.5k |
| Squarepoint Ops LLC 0.70% of their portfolio | 839.2k $187.6m | Added +413.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 811.0k $181.3m | Added +43.8k |
| MARSHALL WACE, LLP 0.24% of their portfolio | 769.3k $172.0m | Reduced -17.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.16% of their portfolio | 710.3k $158.6m | Added +22.6k |
| Unisphere Establishment 1.60% of their portfolio | 710.0k $158.7m | Reduced -490.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 698.8k $156.2m | Added +82.6k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 679.1k $151.8m | Added +89.6k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 675.9k $151.1m | Reduced -106.5k |
| PointState Capital LP 4.29% of their portfolio | 671.3k $150.1m | Added +444.0k |
| CIBC Private Wealth Group LLC 0.27% of their portfolio | 626.7k $142.0m | Added +45.3k |
| Swiss National Bank 0.10% of their portfolio | 624.7k $139.7m | Reduced -1.2k |
| SEI INVESTMENTS CO 0.20% of their portfolio | 620.9k $138.8m | Reduced -125.7k |
| RIVULET CAPITAL, LLC 9.52% of their portfolio | 615.4k $137.6m | Added +190.0k |
| North Peak Capital Management, LLC 15.24% of their portfolio | 580.3k $129.7m | Added +31.2k |
| Alyeska Investment Group, L.P. 0.75% of their portfolio | 578.3k $129.3m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.15% of their portfolio | 573.6k $129.0m | Added +104.7k |
| Champlain Investment Partners, LLC 0.78% of their portfolio | 571.9k $127.9m | Added +2.1k |
| Danica Pension, Livsforsikringsaktieselskab 2.60% of their portfolio | 567.5k $126.9m | Added +123.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 526.9k $117.8m | Reduced -21.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.49% of their portfolio | 526.0k $117.6m | Added +192.2k |
| Hyperion Asset Management Ltd 4.85% of their portfolio | 525.7k $117.5m | Reduced -18.4k |
| D1 Capital Partners L.P. 1.95% of their portfolio | 518.0k $115.8m | Added +312.5k |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 513.4k $114.8m | Added +334.4k |
| National Pension Service 0.13% of their portfolio | 511.8k $114.4m | Added +36.9k |
| BARCLAYS PLC 0.05% of their portfolio | 503.1k $112.5m | Added +95.7k |
| UBS Group AG 0.03% of their portfolio | 493.3k $110.3m | Added +72.9k |
| BRISTOL JOHN W & CO INC /NY/ 1.77% of their portfolio | 489.8k $109.5m | Reduced -10.9k |
| RAYMOND JAMES & ASSOCIATES 0.07% of their portfolio | 462.9k $103.5m | Added +28.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.57% of their portfolio | 390.5k $87.3m | Reduced -794 |
| BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio | 386.6k $86.4m | Reduced -118.0k |
| PARNASSUS INVESTMENTS, LLC 0.18% of their portfolio | 370.9k $82.9m | Added +44.3k |
| California Public Employees Retirement System 0.06% of their portfolio | 369.5k $82.6m | Reduced -315.4k |
| GENERATION INVESTMENT MANAGEMENT LLP 0.38% of their portfolio | 357.6k $80.0m | New |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 348.9k $78.0m | Reduced -83.1k |
| Capital World Investors 0.01% of their portfolio | 348.9k $78.0m | Added +2.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.13% of their portfolio | 341.3k $76.3m | Added +134.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 332.2k $74.3m | Reduced -23.4k |
| CITIGROUP INC 0.07% of their portfolio | 330.5k $73.9m | Added +3.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 328.9k $73.5m | Added +3.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% of their portfolio | 326.8k $73.0m | First filing |
| FERNBRIDGE CAPITAL MANAGEMENT LP 4.70% of their portfolio | 316.2k $70.7m | Added +118.9k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 299.2k $66.9m | Reduced -46.9k |
| Assenagon Asset Management S.A. 0.17% of their portfolio | 297.7k $66.6m | Reduced -168.0k |
| Ensign Peak Advisors, Inc 0.12% of their portfolio | 293.9k $65.7m | Reduced -178.4k |
| DNB Asset Management AS 0.31% of their portfolio | 291.8k $65.2m | Added +217.3k |
| Rokos Capital Management LLP 1.48% of their portfolio | 286.3k $64.0m | Reduced -46.7k |
| NICHOLAS COMPANY, INC. 1.05% of their portfolio | 282.0k $63.0m | Added +56.4k |