Vault-13

WORKDAY INC WDAY

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

Financial and corporate software company

1,132 institutional holders +49 vs Q3 2024
195,417,428195.4m shares reported held*
$50.4bnreported value*
114 new 474 added 340 reduced 115 sold out net bought ≈ $2.4bn (+9.1m 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 ($98.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $257.90. Options: 40 managers hold calls ($890.0m notional), 44 hold puts ($1.4bn).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 787Q4 22: 806Q1 23: 871Q2 23: 899Q3 23: 939Q4 23: 1,053Q1 24: 1,071Q2 24: 1,044Q3 24: 1,083Q4 24: 1,1321,132Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022787
Q4 2022806
Q1 2023871
Q2 2023899
Q3 2023939
Q4 20231,053
Q1 20241,071
Q2 20241,044
Q3 20241,083
Q4 20241,132

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ1 23: 475 bought or addedQ1 23: 338 cut or sold outQ2 23: 451 bought or addedQ2 23: 382 cut or sold outQ2 23Q3 23: 475 bought or addedQ3 23: 375 cut or sold outQ4 23: 513 bought or addedQ4 23: 426 cut or sold outQ4 23Q1 24: 564 bought or addedQ1 24: 437 cut or sold outQ2 24: 594 bought or addedQ2 24: 445 cut or sold outQ2 24Q3 24: 601 bought or addedQ3 24: 417 cut or sold outQ4 24: 588 bought or addedQ4 24: 455 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023475338
Q2 2023451382
Q3 2023475375
Q4 2023513426
Q1 2024564437
Q2 2024594445
Q3 2024601417
Q4 2024588455

Calls vs puts

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

CallsPuts
$0$500m$1bn$1.5bnQ1 24 calls: $987.6mQ1 24 puts: $1.5bnQ1 24P/C 1.52Q2 24 calls: $1.2bnQ2 24 puts: $1.4bnQ2 24P/C 1.14Q3 24 calls: $1.0bnQ3 24 puts: $1.4bnQ3 24P/C 1.42Q4 24 calls: $890.0mQ4 24 puts: $1.4bnQ4 24P/C 1.52
Numbers
QuarterCallsPutsP/C
Q1 2024$987.6m$1.5bn1.52
Q2 2024$1.2bn$1.4bn1.14
Q3 2024$1.0bn$1.4bn1.42
Q4 2024$890.0m$1.4bn1.52

Biggest buyers

VANGUARD GROUP INC Added +4,517,272+4.5m
STATE STREET CORP Added +4,386,824+4.4m
BlackRock, Inc. Added +3,971,883+4.0m
T. Rowe Price Investment Management, Inc. New +2,552,939+2.6m
PARNASSUS INVESTMENTS, LLC Added +2,078,097+2.1m
GEODE CAPITAL MANAGEMENT, LLC Added +1,772,223+1.8m
EAGLE CAPITAL MANAGEMENT LLC Added +1,539,964+1.5m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +1,406,088+1.4m
UBS Group AG Added +1,305,478+1.3m
Invesco Ltd. Added +939,955+940.0k

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -4,760,355-4.8m
VIKING GLOBAL INVESTORS LP Sold out -3,267,712-3.3m
D. E. Shaw & Co., Inc. Reduced -2,035,018-2.0m
MILLENNIUM MANAGEMENT LLC Reduced -1,721,348-1.7m
JPMORGAN CHASE & CO Reduced -1,251,860-1.3m
Qube Research & Technologies Ltd Reduced -1,099,612-1.1m
MARSHALL WACE, LLP Reduced -1,090,946-1.1m
Sustainable Growth Advisers, LP Reduced -952,801-952.8k
VAN ECK ASSOCIATES CORP Reduced -896,755-896.8k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -751,413-751.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $275.1m1.1m shares
CITADEL ADVISORS LLC Reduced $96.7m374.8k shares
UBS Group AG Reduced $72.5m281.0k shares
SIMPLEX TRADING, LLC Reduced $66.8m258.7k shares
GOLDMAN SACHS GROUP INC Added $58.4m226.5k shares
IMC-Chicago, LLC Added $47.9m185.5k shares
MILLENNIUM MANAGEMENT LLC Reduced $44.2m171.4k shares
JANE STREET GROUP, LLC Reduced $43.0m166.8k shares
BANK OF AMERICA CORP /DE/ Reduced $33.0m127.9k shares
WOLVERINE TRADING, LLC Added $25.6m97.7k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $233.0m903.0k shares
UBS Group AG Added $194.1m752.2k shares
MILLENNIUM MANAGEMENT LLC Reduced $119.9m464.8k shares
BARCLAYS PLC Reduced $105.2m407.8k shares
CITADEL ADVISORS LLC Reduced $68.6m265.7k shares
Parallax Volatility Advisers, L.P. Added $64.1m248.4k shares
JANE STREET GROUP, LLC Reduced $53.5m207.4k shares
BNP PARIBAS FINANCIAL MARKETS Added $49.4m1.9k shares
IMC-Chicago, LLC Reduced $47.6m184.6k shares
BANK OF AMERICA CORP /DE/ Reduced $37.5m145.3k 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 Q4 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)

BuyingSelling
10010Q1 23: 0 buyingQ1 23: 8 sellingQ2 23: 0 buyingQ2 23: 8 sellingQ2 23Q3 23: 1 buyingQ3 23: 6 sellingQ4 23: 0 buyingQ4 23: 7 sellingQ4 23Q1 24: 0 buyingQ1 24: 7 sellingQ2 24: 0 buyingQ2 24: 3 sellingQ2 24Q3 24: 0 buyingQ3 24: 4 sellingQ4 24: 0 buyingQ4 24: 4 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—8$3.9m—
Q2 20230—8$23.6m$13.4m
Q3 20231$2.1m6$13.1m$6.0m
Q4 20230—7$8.8m$1.8m
Q1 20240—7$10.8m$3.3m
Q2 20240—3$7.0m$7.0m
Q3 20240—4$6.8m$6.8m
Q4 20240—4$4.6m$4.6m
DateInsiderTradeSharesPrice ValueTheir holding
2024-12-30 DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation Sold plan 56,000 $261.75 $14.7m56.0k shares -25%
2024-12-23 DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation Sold plan 56,000 $265.69 $14.9m56.0k shares -20%
2024-12-18 DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation Sold plan 57,000 $275.31 $15.7m57.0k shares -17%
2024-12-16 DUFFIELD DAVID A 10% owner Sold plan 63,946 $276.56 $17.7m63.9k shares -38%
2024-12-16 STILL GEORGE J JR Director · By the Still Family Trust Sold plan 7,500 $276.54 $2.1m7.5k shares -8%
2024-12-02 DUFFIELD DAVID A 10% owner Sold plan 70,003 $251.20 $17.6m70.0k shares -40%
2024-11-29 Chakraborty Sayan President, Prod. and Tech. Sold plan 5,498 $250.78 $1.4m5.5k shares -4%
2024-10-14 DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation Sold plan 56,000 $242.01 $13.6m56.0k shares -17%
2024-10-11 Frederick Wayne A.I. Director Sold plan 1,828 $241.85 $442.1k1.8k shares -17%
2024-10-08 DUFFIELD DAVID A 10% owner Sold plan 74,320 $238.37 $17.7m74.3k shares -42%
2024-10-08 Sauer Richard Harry Chief Legal Officer & Secty Sold plan 3,134 $235.78 $738.9k3.1k shares -4%
2024-10-07 DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation Sold plan 56,000 $236.90 $13.3m56.0k shares -14%
2024-10-01 DUFFIELD DAVID A 10% owner Sold plan 71,601 $240.59 $17.2m71.6k shares -41%

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.09% of their portfolio Valley Forge, PA 20,142,80020.1m $5.2bn $5.2bn 0.09% Added +4.5m +4,517,272
2 BlackRock, Inc. 0.09% of their portfolio New York, NY 17,539,71517.5m $4.5bn $4.5bn 0.09% Added +4.0m +3,971,883
3 STATE STREET CORP 0.09% of their portfolio BOSTON, MA 9,229,5539.2m $2.4bn $2.4bn 0.09% Added +4.4m +4,386,824
4 BAILLIE GIFFORD & CO 1.26% of their portfolio EDINBURGH, X0 6,333,1376.3m $1.6bn $1.6bn 1.26% Reduced -240.5k -240,479
5 EAGLE CAPITAL MANAGEMENT LLC 5.18% of their portfolio New York, NY 5,511,0595.5m $1.4bn $1.4bn 5.18% Added +1.5m +1,539,964
6 GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio BOSTON, MA 4,637,3874.6m $1.2bn $1.2bn 0.09% Added +1.8m +1,772,223
7 POLEN CAPITAL MANAGEMENT LLC 2.99% of their portfolio Boca Raton, FL 4,287,6234.3m $1.1bn $1.1bn 2.99% Reduced -514.9k -514,903
8 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.83% of their portfolio Toronto, A6 3,722,2553.7m $960.5m $960.5m 0.83% Added +1.4m +1,406,088
9 BROWN ADVISORY INC 1.16% of their portfolio BALTIMORE, MD 3,530,7013.5m $911.0m $911.0m 1.16% Added +52.1k +52,104
10 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,969,3593.0m $766.2m $766.2m 0.05% Added +611.8k +611,774
11 FIL Ltd 0.71% of their portfolio HAMILTON, D0 2,963,1243.0m $764.6m $764.6m 0.71% Added +181.9k +181,899
12 FMR LLC 0.04% of their portfolio BOSTON, MA 2,711,3372.7m $699.6m $699.6m 0.04% Reduced -529.2k -529,211
13 Clearbridge Investments, LLC 0.56% of their portfolio NEW YORK, NY 2,663,3982.7m $687.2m $687.2m 0.56% Added +136.2k +136,211
14 Sustainable Growth Advisers, LP 3.44% of their portfolio STAMFORD, CT 2,657,3102.7m $685.7m $685.7m 3.44% Reduced -952.8k -952,801
15 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.20% of their portfolio Los Angeles, CA 2,565,4922.6m $662.0m $662.0m 2.20% Added +339.9k +339,861
16 T. Rowe Price Investment Management, Inc. 0.41% of their portfolio BALTIMORE, MD 2,552,9392.6m $658.7m $658.7m 0.41% New
17 NORGES BANK 0.08% of their portfolio OSLO, Q8 2,502,4602.5m $645.7m $645.7m 0.08% Reduced -136.0k -135,957
18 PARNASSUS INVESTMENTS, LLC 1.40% of their portfolio San Francisco, CA 2,447,7352.4m $631.6m $631.6m 1.40% Added +2.1m +2,078,097
19 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 2,263,9812.3m $584.2m $584.2m 0.08% Added +767.0k +767,034
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio NEW YORK, NY 2,191,1702.2m $565.4m $565.4m 0.13% Added +218.5k +218,528
21 GENERATION INVESTMENT MANAGEMENT LLP 2.86% of their portfolio London, X0 2,125,4662.1m $548.4m $548.4m 2.86% Added +653.8k +653,799
22 LOOMIS SAYLES & CO L P 0.69% of their portfolio BOSTON, MA 2,104,9472.1m $543.1m $543.1m 0.69% Reduced -74.0k -73,988
23 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 2,104,5862.1m $543.0m $543.0m 0.05% Reduced -337.3k -337,262
24 Pictet Asset Management Holding SA 0.58% of their portfolio CAROUGE, V8 2,086,8182.1m $538.5m $538.5m 0.58% Reduced -65.4k -65,393
25 AMERICAN CENTURY COMPANIES INC 0.29% of their portfolio KANSAS CITY, MO 1,949,9741.9m $503.2m $503.2m 0.29% Added +15.2k +15,193
26 TIGER GLOBAL MANAGEMENT LLC 1.83% of their portfolio New York, NY 1,880,2371.9m $485.2m $485.2m 1.83% Unchanged
27 Invesco Ltd. 0.09% of their portfolio ATLANTA, GA 1,855,7781.9m $478.8m $478.8m 0.09% Added +940.0k +939,955
28 UBS Group AG 0.10% of their portfolio ZURICH, V8 1,808,7811.8m $466.7m $466.7m 0.10% Added +1.3m +1,305,478
29 Nuveen Asset Management, LLC 0.13% of their portfolio CHICAGO, IL 1,796,9531.8m $463.7m $463.7m 0.13% Reduced -255.2k -255,207
30 Winslow Capital Management, LLC 1.42% of their portfolio MINNEAPOLIS, MN 1,547,2591.5m $399.2m $399.2m 1.42% Reduced -492.2k -492,244
31 LONE PINE CAPITAL LLC 2.96% of their portfolio GREENWICH, CT 1,543,4641.5m $398.3m $398.3m 2.96% Reduced -60.9k -60,921
32 Bank of New York Mellon Corp 0.07% of their portfolio NEW YORK, NY 1,465,9171.5m $378.3m $378.3m 0.07% Added +326.3k +326,251
33 Legal & General Group Plc 0.10% of their portfolio London, X0 1,430,1591.4m $369.0m $369.0m 0.10% Added +7.3k +7,263
34 Newlands Management Operations LLC 2.21% of their portfolio DALLAS, TX 1,363,6671.4m $351.9m $351.9m 2.21% Unchanged
35 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio SAN FRANCISCO, CA 1,360,0021.4m $350.9m $350.9m 0.06% Added +524.8k +524,799
36 FIRST TRUST ADVISORS LP 0.30% of their portfolio Wheaton, IL 1,326,0361.3m $342.2m $342.2m 0.30% Added +38.9k +38,855
37 Meritage Group LP 7.94% of their portfolio SAN FRANCISCO, CA 1,291,1321.3m $333.2m $333.2m 7.94% Unchanged
38 CIBC Private Wealth Group LLC 0.53% of their portfolio ATLANTA, GA 1,158,5491.2m $295.1m $295.1m 0.53% Added +745.4k +745,435
39 BLAIR WILLIAM & CO/IL 0.84% of their portfolio CHICAGO, IL 1,123,1061.1m $289.8m $289.8m 0.84% Reduced -41.1k -41,062
40 ROYAL BANK OF CANADA 0.06% of their portfolio TORONTO, A6 1,072,7241.1m $276.8m $276.8m 0.06% Added +196.8k +196,764
41 MONTRUSCO BOLTON INVESTMENTS INC. 3.19% of their portfolio MONTREAL, A8 1,053,2211.1m $263.5m $263.5m 3.19% Reduced -243.0k -242,997
42 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,052,6551.1m $271.6m $271.6m 0.02% Reduced -1.3m -1,251,860
43 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 1,030,0421.0m $265.8m $265.8m 0.05% Added +165.3k +165,287
44 Champlain Investment Partners, LLC 1.60% of their portfolio BURLINGTON, VT 982,961983.0k $253.6m $253.6m 1.60% Added +418.5k +418,480
45 DEUTSCHE BANK AG\ 0.09% of their portfolio FRANKFURT AM MAIN, 2M 879,953880.0k $227.1m $227.1m 0.09% Added +196.5k +196,498
46 Amundi 0.08% of their portfolio Paris, I0 847,373847.4k $215.8m $215.8m 0.08% Reduced -278.6k -278,598
47 PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio BALTIMORE, MD 846,664846.7k $218.5m $218.5m 0.03% Reduced -751.4k -751,413
48 FERNBRIDGE CAPITAL MANAGEMENT LP 10.30% of their portfolio LOS ANGELES, CA 761,296761.3k $196.4m $196.4m 10.30% Added +341.9k +341,918
49 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 754,482754.5k $194.7m $194.7m 0.07% First filing
50 Ownership Capital B.V. 7.16% of their portfolio AMSTERDAM, P7 754,242754.2k $194.6m $194.6m 7.16% Reduced -54.3k -54,326
51 HMI Capital Management, L.P. 9.68% of their portfolio SAN FRANCISCO, CA 747,085747.1k $192.8m $192.8m 9.68% Added +69.0k +69,050
52 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 744,658744.7k $192.1m $192.1m 0.06% Added +3.0k +3,030
53 WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio Boston, MA 740,859740.9k $191.2m $191.2m 0.04% Reduced -217.6k -217,581
54 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 733,038733.0k $189.1m $189.1m 0.05% Added +40.7k +40,698
55 MACKENZIE FINANCIAL CORP 0.09% of their portfolio TORONTO ONTARIO, A6 725,424725.4k $187.7m $187.7m 0.09% Added +590.0k +589,980
56 California Public Employees Retirement System 0.12% of their portfolio Sacramento, CA 720,971721.0k $186.0m $186.0m 0.12% Added +116.2k +116,161
57 Contour Asset Management LLC 5.31% of their portfolio NEW YORK, NY 711,218711.2k $183.5m $183.5m 5.31% New
58 NORDEA INVESTMENT MANAGEMENT AB 0.19% of their portfolio STOCKHOLM, V7 702,990703.0k $182.8m $182.8m 0.19% Added +119.8k +119,769
59 SEI INVESTMENTS CO 0.23% of their portfolio OAKS, PA 699,500699.5k $180.5m $180.5m 0.23% Reduced -47.3k -47,311
60 NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio NEW YORK, NY 693,584693.6k $179.0m $179.0m 0.14% Reduced -75.1k -75,091
61 National Pension Service 0.17% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 683,874683.9k $176.5m $176.5m 0.17% Added +125.5k +125,496
62 VOYA INVESTMENT MANAGEMENT LLC 0.18% of their portfolio ATLANTA, GA 682,739682.7k $176.1m $176.1m 0.18% Added +82.1k +82,051
63 KBC Group NV 0.47% of their portfolio Brussels, C9 655,733655.7k $169.2m $169.2m 0.47% Added +506.8k +506,812
64 Bares Capital Management, Inc. 14.48% of their portfolio AUSTIN, TX 623,585623.6k $160.9m $160.9m 14.48% Reduced -28.5k -28,547
65 Qube Research & Technologies Ltd 0.26% of their portfolio LONDON, X0 616,339616.3k $159.0m $159.0m 0.26% Reduced -1.1m -1,099,612
66 Swiss National Bank 0.10% of their portfolio ZURICH, V8 601,700601.7k $155.3m $155.3m 0.10% Reduced -27.5k -27,500
67 Hyperion Asset Management Ltd 5.10% of their portfolio Royal Exchange, C3 596,362596.4k $153.9m $153.9m 5.10% Added +91.2k +91,193
68 BRISTOL JOHN W & CO INC /NY/ 2.53% of their portfolio NEW YORK, NY 595,971596.0k $153.8m $153.8m 2.53% Added +111.3k +111,270
69 RIVULET CAPITAL, LLC 15.19% of their portfolio PASSAIC, NJ 569,100569.1k $146.8m $146.8m 15.19% Reduced -42.7k -42,700
70 HSBC HOLDINGS PLC 0.09% of their portfolio LONDON, X0 550,026550.0k $142.0m $142.0m 0.09% Added +311.1k +311,091
71 BARCLAYS PLC 0.07% of their portfolio LONDON, X0 548,825548.8k $141.6m $141.6m 0.07% Added +143.5k +143,494
72 Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio CHIYODA-KU, TOKYO, M0 544,293544.3k $140.4m $140.4m 0.09% Added +9.1k +9,071
73 Third Point LLC 1.73% of their portfolio NEW YORK, NY 500,000500.0k $129.0m $129.0m 1.73% New
74 BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio PARIS, I0 494,860494.9k $127.7m $127.7m 0.10% Added +155.8k +155,788
75 Select Equity Group, L.P. 0.52% of their portfolio NEW YORK, NY 494,643494.6k $127.6m $127.6m 0.52% Added +94.0k +93,958
76 Orbis Allan Gray Ltd 0.67% of their portfolio HamiltoN, D0 481,784481.8k $124.3m $124.3m 0.67% New
77 Caisse de depot et placement du Quebec 0.25% of their portfolio Montreal, A8 472,366472.4k $121.9m $121.9m 0.25% Added +124.7k +124,741
78 MARSHALL WACE, LLP 0.15% of their portfolio LONDON, X0 462,651462.7k $119.4m $119.4m 0.15% Reduced -1.1m -1,090,946
79 Universal- Beteiligungs- und Servicegesellschaft mbH 0.23% of their portfolio FRANKFURT AM MAIN, 2M 454,438454.4k $117.3m $117.3m 0.23% First filing
80 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 437,045437.0k $112.8m $112.8m 0.12% Added +40.3k +40,286
81 PANAGORA ASSET MANAGEMENT INC 0.51% of their portfolio BOSTON, MA 431,125431.1k $111.2m $111.2m 0.51% Added +23.6k +23,640
82 North Peak Capital Management, LLC 14.36% of their portfolio NEW YORK, NY 420,003420.0k $108.4m $108.4m 14.36% Reduced -156.3k -156,342
83 CITIGROUP INC 0.10% of their portfolio NEW YORK, NY 417,506417.5k $107.7m $107.7m 0.10% Added +38.1k +38,112
84 AXA S.A. 0.32% of their portfolio PARIS, I0 405,888405.9k $104.7m $104.7m 0.32% Reduced -96.0k -95,951
85 PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio DES MOINES, IA 403,224403.2k $104.0m $104.0m 0.06% Added +385.4k +385,430
86 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.59% of their portfolio Cincinnati, OH 383,078383.1k $98.8m $98.8m 0.59% Reduced -5.3k -5,320
87 RHUMBLINE ADVISERS 0.09% of their portfolio BOSTON, MA 381,415381.4k $98.4m $98.4m 0.09% Added +124.9k +124,907
88 BANK OF MONTREAL /CAN/ 0.05% of their portfolio TORONTO, A6 363,776363.8k $93.9m $93.9m 0.05% Added +90.6k +90,592
89 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 362,435362.4k $96.9m $96.9m 0.13% Reduced -96.4k -96,351
90 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 355,364355.4k $91.7m $91.7m 0.01% Added +4.4k +4,394
91 Assenagon Asset Management S.A. 0.16% of their portfolio SENNINGERBERG, N4 352,432352.4k $90.9m $90.9m 0.16% Reduced -61.9k -61,874
92 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 350,829350.8k $90.5m $90.5m 0.02% Added +101.5k +101,466
93 Robeco Institutional Asset Management B.V. 0.17% of their portfolio ROTTERDAM, P7 350,238350.2k $90.4m $90.4m 0.17% Added +51.2k +51,215
94 Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio TOKYO, M0 350,101350.1k $88.5m $88.5m 0.09% Added +191.2k +191,150
95 AQR CAPITAL MANAGEMENT LLC 0.11% of their portfolio Greenwich, CT 345,604345.6k $89.2m $89.2m 0.11% Added +72.7k +72,658
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio WEST SACRAMENTO, CA 326,866326.9k $84.3m $84.3m 0.10% Added +2.0k +1,997
97 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% of their portfolio CAUSEWAY BAY, K3 319,499319.5k $82.5m $82.5m 0.17% Added +40.4k +40,423
98 Allianz Asset Management GmbH 0.12% of their portfolio MUNICH, 2M 315,948315.9k $81.5m $81.5m 0.12% Added +62.0k +61,953
99 Ensign Peak Advisors, Inc 0.14% of their portfolio SALT LAKE CITY, UT 314,165314.2k $81.1m $81.1m 0.14% Added +36.8k +36,808
100 EVENTIDE ASSET MANAGEMENT, LLC 1.43% of their portfolio Boston, MA 303,692303.7k $78.4m $78.4m 1.43% Added +196.2k +196,182