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 ($171.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $233.28. Options: 42 managers hold calls ($550.7m notional), 43 hold puts ($730.7m).
Trends to Q1 2025
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 |
| Q3 2024 | 1,083 |
| Q4 2024 | 1,132 |
| Q1 2025 | 1,146 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 451 | 382 |
| Q3 2023 | 475 | 375 |
| Q4 2023 | 513 | 426 |
| Q1 2024 | 564 | 437 |
| Q2 2024 | 594 | 445 |
| Q3 2024 | 601 | 417 |
| Q4 2024 | 588 | 455 |
| Q1 2025 | 611 | 472 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $1.2bn | $1.4bn | 1.14 |
| Q3 2024 | $1.0bn | $1.4bn | 1.42 |
| Q4 2024 | $890.0m | $1.4bn | 1.52 |
| Q1 2025 | $550.7m | $730.7m | 1.33 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +1.2m |
| BANK OF AMERICA CORP /DE/ | Added | +1.1m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +913.6k |
| Squarepoint Ops LLC | Added | +876.6k |
| JPMORGAN CHASE & CO | Added | +824.0k |
| GENERATION INVESTMENT MANAGEMENT LLP | Added | +778.3k |
| PARNASSUS INVESTMENTS, LLC | Added | +548.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +504.8k |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +480.6k |
| VANGUARD GROUP INC | Added | +455.9k |
Biggest sellers
| LONE PINE CAPITAL LLC | Sold out | -1.5m |
| MONTRUSCO BOLTON INVESTMENTS INC. | Sold out | -1.1m |
| UBS Group AG | Reduced | -883.1k |
| Sustainable Growth Advisers, LP | Reduced | -798.8k |
| Contour Asset Management LLC | Sold out | -711.2k |
| BAILLIE GIFFORD & CO | Reduced | -709.5k |
| FMR LLC | Reduced | -601.1k |
| Third Point LLC | Sold out | -500.0k |
| MACKENZIE FINANCIAL CORP | Reduced | -488.9k |
| Orbis Allan Gray Ltd | Sold out | -481.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $133.4m571.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $129.3m553.7k shares |
| UBS Group AG | Reduced | $52.7m225.6k shares |
| JANE STREET GROUP, LLC | Reduced | $27.5m117.8k shares |
| IMC-Chicago, LLC | Reduced | $26.9m115.2k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $23.6m101.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $23.1m96.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.8m84.9k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $19.1m81.8k shares |
| Oribel Capital Management, LP | New | $17.8m76.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $162.6m696.3k shares |
| UBS Group AG | Reduced | $114.8m491.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $87.3m373.9k shares |
| JANE STREET GROUP, LLC | Reduced | $46.8m200.3k shares |
| CITADEL ADVISORS LLC | Reduced | $35.3m151.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $25.2m107.8k shares |
| IMC-Chicago, LLC | Reduced | $23.8m101.9k shares |
| BARCLAYS PLC | Reduced | $23.4m100.2k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $22.5m96.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | First filing | $21.6m925 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 2025
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 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 |
| Q3 2024 | 0 | — | 4 | $6.8m | $6.8m |
| Q4 2024 | 0 | — | 4 | $4.6m | $4.6m |
| Q1 2025 | 0 | — | 6 | $6.5m | $6.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-24 | DUFFIELD DAVID A 10% owner | Sold plan | $17.6m70.1k shares |
| 2025-03-17 | DUFFIELD DAVID A 10% owner | Sold plan | $17.8m71.7k shares |
| 2025-03-14 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $3.6m15.0k shares |
| 2025-03-13 | STILL GEORGE J JR Director · By the Still Family Trust | Sold plan | $1.8m7.5k shares |
| 2025-03-03 | DUFFIELD DAVID A 10% owner | Sold plan | $17.2m66.5k shares |
| 2025-02-27 | Chakraborty Sayan President, Prod. and Tech. | Sold plan | $1.6m6.1k shares |
| 2025-01-13 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $13.8m56.0k shares |
| 2025-01-13 | Garfield Mark S. Chief Accounting Officer | Sold plan | $117.2k472 shares |
| 2025-01-08 | DUFFIELD DAVID A 10% owner | Sold plan | $17.8m70.1k shares |
| 2025-01-07 | Sauer Richard Harry Chief Legal Officer & Secty | Sold plan | $926.2k3.7k shares |
| 2025-01-06 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $14.2m56.0k shares |
| 2025-01-06 | Eschenbach Carl M. CEO, director · Eschenbach Family Trust dtd 4/15/2014, Carl Eschenbach Jr and Ana Eschenbach TTEE | Sold plan | $1.6m6.2k shares |
| 2025-01-06 | Eschenbach Carl M. CEO, director | Sold plan | $25.8k100 shares |
| 2025-01-02 | DUFFIELD DAVID A 10% owner | Sold plan | $17.1m67.8k shares |
| 2025-01-02 | Frederick Wayne A.I. Director | Sold plan | $462.9k1.8k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.09% of their portfolio | 20.6m $4.8bn | Added +455.9k |
| BlackRock, Inc. 0.09% of their portfolio | 17.8m $4.2bn | Added +272.0k |
| STATE STREET CORP 0.09% of their portfolio | 9.3m $2.2bn | Added +67.2k |
| BAILLIE GIFFORD & CO 1.15% of their portfolio | 5.6m $1.3bn | Reduced -709.5k |
| EAGLE CAPITAL MANAGEMENT LLC 4.68% of their portfolio | 5.5m $1.3bn | Reduced -13.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 4.8m $1.1bn | Added +175.5k |
| POLEN CAPITAL MANAGEMENT LLC 2.89% of their portfolio | 3.9m $921.2m | Reduced -343.1k |
| T. Rowe Price Investment Management, Inc. 0.58% of their portfolio | 3.8m $879.1m | Added +1.2m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.83% of their portfolio | 3.7m $872.6m | Added +14.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.71% of their portfolio | 3.5m $812.5m | Added +913.6k |
| BROWN ADVISORY INC 1.11% of their portfolio | 3.3m $774.3m | Reduced -214.9k |
| BANK OF AMERICA CORP /DE/ 0.07% of their portfolio | 3.2m $748.3m | Added +1.1m |
| MORGAN STANLEY 0.05% of their portfolio | 3.1m $723.6m | Added +129.1k |
| PARNASSUS INVESTMENTS, LLC 1.68% of their portfolio | 3.0m $699.8m | Added +548.7k |
| Clearbridge Investments, LLC 0.59% of their portfolio | 2.9m $680.0m | Added +248.2k |
| GENERATION INVESTMENT MANAGEMENT LLP 4.10% of their portfolio | 2.9m $678.1m | Added +778.3k |
| FIL Ltd 0.57% of their portfolio | 2.6m $602.6m | Reduced -382.6k |
| NORTHERN TRUST CORP 0.08% of their portfolio | 2.4m $563.7m | Added +149.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 2.2m $524.3m | Added +54.1k |
| NORGES BANK 0.07% of their portfolio | 2.2m $502.4m | Reduced -351.1k |
| FMR LLC 0.03% of their portfolio | 2.1m $492.8m | Reduced -601.1k |
| LOOMIS SAYLES & CO L P 0.70% of their portfolio | 2.1m $485.6m | Reduced -25.7k |
| AMERICAN CENTURY COMPANIES INC 0.29% of their portfolio | 2.0m $472.0m | Added +71.2k |
| Invesco Ltd. 0.09% of their portfolio | 2.0m $462.8m | Added +126.0k |
| Nuveen, LLC 0.14% of their portfolio | 2.0m $456.3m | First filing |
| TIGER GLOBAL MANAGEMENT LLC 1.65% of their portfolio | 1.9m $439.1m | Unchanged |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.9m $438.3m | Added +824.0k |
| Sustainable Growth Advisers, LP 2.42% of their portfolio | 1.9m $434.0m | Reduced -798.8k |
| Pictet Asset Management Holding SA 0.43% of their portfolio | 1.6m $383.4m | Reduced -445.2k |
| Winslow Capital Management, LLC 1.37% of their portfolio | 1.5m $344.0m | Reduced -74.4k |
| Legal & General Group Plc 0.09% of their portfolio | 1.5m $340.2m | Added +26.5k |
| Bank of New York Mellon Corp 0.07% of their portfolio | 1.5m $338.9m | Reduced -14.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 1.4m $335.1m | Added +74.9k |
| CIBC Private Wealth Group LLC 0.63% of their portfolio | 1.4m $296.6m | Added +250.7k |
| FIRST TRUST ADVISORS LP 0.29% of their portfolio | 1.4m $322.9m | Added +56.5k |
| Newlands Management Operations LLC 2.16% of their portfolio | 1.4m $318.5m | Unchanged |
| Meritage Group LP 8.29% of their portfolio | 1.3m $301.5m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 1.3m $301.5m | Added +260.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.29% of their portfolio | 1.2m $272.0m | Added +480.6k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 1.1m $265.9m | Added +66.0k |
| BLAIR WILLIAM & CO/IL 0.78% of their portfolio | 1.1m $259.4m | Reduced -12.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.1m $252.2m | Added +233.3k |
| Squarepoint Ops LLC 0.59% of their portfolio | 1.0m $240.5m | Added +876.6k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 965.5k $225.5m | Added +85.5k |
| UBS Group AG 0.05% of their portfolio | 925.7k $216.2m | Reduced -883.1k |
| Amundi 0.07% of their portfolio | 897.0k $204.8m | Added +49.6k |
| California Public Employees Retirement System 0.15% of their portfolio | 893.1k $208.6m | Added +172.1k |
| Champlain Investment Partners, LLC 1.45% of their portfolio | 859.8k $200.8m | Reduced -123.1k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 788.4k $184.1m | Added +55.3k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 10.14% of their portfolio | 782.8k $182.8m | Added +21.5k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 774.1k $180.8m | Added +19.6k |
| SEI INVESTMENTS CO 0.23% of their portfolio | 772.5k $180.4m | Added +73.0k |
| HMI Capital Management, L.P. 9.50% of their portfolio | 747.1k $174.5m | Unchanged |
| National Pension Service 0.17% of their portfolio | 740.4k $172.9m | Added +56.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 726.8k $169.7m | Reduced -17.8k |
| NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio | 718.5k $167.8m | Added +24.9k |
| KBC Group NV 0.46% of their portfolio | 640.0k $149.5m | Reduced -15.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 640.0k $149.5m | Reduced -42.8k |
| Ownership Capital B.V. 6.80% of their portfolio | 635.8k $148.5m | Reduced -118.5k |
| BARCLAYS PLC 0.07% of their portfolio | 629.6k $147.0m | Added +80.8k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 626.5k $146.3m | Added +504.8k |
| Swiss National Bank 0.10% of their portfolio | 603.6k $141.0m | Added +1.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.11% of their portfolio | 595.6k $139.1m | Added +314.2k |
| BRISTOL JOHN W & CO INC /NY/ 2.33% of their portfolio | 583.8k $136.3m | Reduced -12.2k |
| Bares Capital Management, Inc. 15.65% of their portfolio | 570.8k $133.3m | Reduced -52.8k |
| Hyperion Asset Management Ltd 5.23% of their portfolio | 570.3k $133.2m | Reduced -26.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 557.0k $130.1m | Added +12.8k |
| RIVULET CAPITAL, LLC 11.89% of their portfolio | 520.0k $121.4m | Reduced -49.0k |
| Select Equity Group, L.P. 0.53% of their portfolio | 510.1k $119.1m | Added +15.5k |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 496.8k $116.0m | Added +59.7k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 491.4k $114.8m | Added +217.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 487.6k $113.9m | Reduced -253.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio | 483.5k $112.9m | First filing |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 481.5k $112.2m | Reduced -68.5k |
| CITIGROUP INC 0.08% of their portfolio | 474.6k $110.8m | Added +57.1k |
| Zurich Insurance Group Ltd/FI 0.87% of their portfolio | 461.8k $107.8m | Added +194.2k |
| MARSHALL WACE, LLP 0.14% of their portfolio | 436.8k $102.0m | Reduced -25.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 408.3k $95.3m | Added +5.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 393.5k $91.9m | Added +43.4k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 393.3k $91.9m | Added +11.9k |
| Caisse de depot et placement du Quebec 0.19% of their portfolio | 393.1k $91.8m | Reduced -79.2k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.55% of their portfolio | 383.1k $89.5m | Reduced -15 |
| Alyeska Investment Group, L.P. 0.35% of their portfolio | 372.7k $87.0m | Added +261.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 369.0k $86.2m | Added +18.2k |
| Robeco Institutional Asset Management B.V. 0.16% of their portfolio | 354.4k $82.8m | Added +4.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% of their portfolio | 338.3k $79.1m | Added +18.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 328.9k $76.8m | Added +2.1k |
| ProShare Advisors LLC 0.17% of their portfolio | 320.4k $74.8m | Added +36.2k |
| DANSKE BANK A/S 0.23% of their portfolio | 319.3k $74.6m | Added +152.9k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 305.1k $71.3m | Reduced -58.6k |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 304.7k $71.2m | Reduced -9.5k |
| North Peak Capital Management, LLC 8.51% of their portfolio | 294.7k $68.8m | Reduced -125.3k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 291.4k $68.1m | Reduced -324.9k |
| NICHOLAS COMPANY, INC. 1.14% of their portfolio | 282.0k $65.8m | Unchanged |
| CREDIT AGRICOLE S A 0.25% of their portfolio | 281.3k $65.7m | Added +47.9k |
| Douglas Lane & Associates, LLC 0.88% of their portfolio | 255.4k $59.6m | Added +17.1k |
| XN LP 2.66% of their portfolio | 250.2k $58.4m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 249.5k $58.3m | Reduced -5.6k |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 245.0k $57.3m | Added +16.3k |
| Keenan Capital, LLC 13.12% of their portfolio | 244.3k $57.0m | Unchanged |