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 ($203.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $239.89. Options: 41 managers hold calls ($681.4m notional), 46 hold puts ($1.2bn).
Trends to Q2 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 |
| Q2 2025 | 1,143 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 574 | 527 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.0bn | $1.4bn | 1.42 |
| Q4 2024 | $890.0m | $1.4bn | 1.52 |
| Q1 2025 | $550.7m | $730.7m | 1.33 |
| Q2 2025 | $681.4m | $1.2bn | 1.74 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +1.6m |
| ROYAL BANK OF CANADA | Added | +1.4m |
| BlackRock, Inc. | Added | +959.7k |
| BANK OF AMERICA CORP /DE/ | Added | +741.1k |
| VAN ECK ASSOCIATES CORP | Added | +657.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +544.2k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +541.7k |
| VANGUARD GROUP INC | Added | +515.5k |
| MANNING & NAPIER ADVISORS LLC | New | +515.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +481.0k |
Biggest sellers
| BAILLIE GIFFORD & CO | Reduced | -4.0m |
| FMR LLC | Reduced | -964.3k |
| TIGER GLOBAL MANAGEMENT LLC | Reduced | -880.2k |
| GENERATION INVESTMENT MANAGEMENT LLP | Reduced | -851.0k |
| Nuveen, LLC | Reduced | -651.1k |
| California Public Employees Retirement System | Reduced | -542.2k |
| Zurich Insurance Group Ltd/FI | Sold out | -461.8k |
| Alyeska Investment Group, L.P. | Sold out | -372.7k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -372.6k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -370.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $160.8m670.2k shares |
| Twin Tree Management, LP | New | $75.8m315.9k shares |
| CITADEL ADVISORS LLC | Reduced | $57.1m238.0k shares |
| Oribel Capital Management, LP | Added | $57.0m237.6k shares |
| UBS Group AG | Reduced | $42.8m178.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $36.5m151.9k shares |
| D. E. Shaw & Co., Inc. | Added | $33.8m140.8k shares |
| IMC-Chicago, LLC | Added | $32.9m137.0k shares |
| JANE STREET GROUP, LLC | Added | $30.6m127.4k shares |
| WOLVERINE TRADING, LLC | Added | $23.8m100.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $307.7m1.3m shares |
| Twin Tree Management, LP | New | $138.5m576.9k shares |
| JANE STREET GROUP, LLC | Added | $84.7m352.8k shares |
| IMC-Chicago, LLC | Added | $80.8m336.6k shares |
| PEAK6 LLC | Added | $77.2m321.8k shares |
| UBS Group AG | Reduced | $76.5m318.7k shares |
| CITADEL ADVISORS LLC | Added | $46.0m191.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $45.0m187.6k shares |
| SIMPLEX TRADING, LLC | Added | $39.0m162.6k shares |
| WELLS FARGO & COMPANY/MN | New | $32.2m134.0k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 3 | $3.5m | $3.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-24 | DUFFIELD DAVID A 10% owner | Sold plan | $17.7m74.0k shares |
| 2025-06-17 | DUFFIELD DAVID A 10% owner | Sold plan | $17.4m71.2k shares |
| 2025-06-16 | DUFFIELD DAVID A 10% owner · Dave and Cheryl Duffield Foundation | Sold plan | $3.7m15.0k shares |
| 2025-06-05 | STILL GEORGE J JR Director · By the Still Family Trust | Sold plan | $1.9m7.5k shares |
| 2025-06-02 | DUFFIELD DAVID A 10% owner | Sold plan | $17.4m70.6k shares |
| 2025-05-27 | Eschenbach Carl M. CEO, director · Eschenbach Family Trust dtd 4/15/2014, Carl Eschenbach Jr and Ana Eschenbach TTEE | Sold plan | $753.8k3.1k shares |
| 2025-04-10 | Garfield Mark S. Chief Accounting Officer | Sold plan | $112.6k497 shares |
| 2025-04-08 | DUFFIELD DAVID A 10% owner | Sold plan | $17.4m81.3k shares |
| 2025-04-02 | Eschenbach Carl M. CEO, director · Eschenbach Family Trust dtd 4/15/2014, Carl Eschenbach Jr and Ana Eschenbach TTEE | Sold plan | $733.2k3.1k shares |
| 2025-04-01 | DUFFIELD DAVID A 10% owner | Sold plan | $17.5m74.9k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 21.1m $5.1bn | Added +515.5k |
| BlackRock, Inc. 0.09% of their portfolio | 18.8m $4.5bn | Added +959.7k |
| STATE STREET CORP 0.09% of their portfolio | 9.6m $2.3bn | Added +303.7k |
| EAGLE CAPITAL MANAGEMENT LLC 4.55% of their portfolio | 5.7m $1.4bn | Added +251.3k |
| T. Rowe Price Investment Management, Inc. 0.81% of their portfolio | 5.4m $1.3bn | Added +1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 5.0m $1.2bn | Added +140.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3.08% of their portfolio | 4.0m $950.4m | Added +481.0k |
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 3.9m $946.9m | Added +741.1k |
| POLEN CAPITAL MANAGEMENT LLC 2.63% of their portfolio | 3.6m $857.3m | Reduced -372.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.76% of their portfolio | 3.5m $847.0m | Reduced -207.7k |
| BROWN ADVISORY INC 0.96% of their portfolio | 3.0m $725.9m | Reduced -291.1k |
| MORGAN STANLEY 0.04% of their portfolio | 2.9m $686.1m | Reduced -239.9k |
| PARNASSUS INVESTMENTS, LLC 1.58% of their portfolio | 2.8m $683.0m | Reduced -150.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.13% of their portfolio | 2.7m $638.0m | Added +412.9k |
| Clearbridge Investments, LLC 0.51% of their portfolio | 2.6m $625.1m | Reduced -307.0k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 2.5m $609.6m | Added +1.4m |
| FIL Ltd 0.47% of their portfolio | 2.3m $550.0m | Reduced -288.7k |
| NORTHERN TRUST CORP 0.07% of their portfolio | 2.2m $527.8m | Reduced -214.5k |
| Invesco Ltd. 0.09% of their portfolio | 2.2m $524.9m | Added +205.4k |
| LOOMIS SAYLES & CO L P 0.63% of their portfolio | 2.1m $506.4m | Added +30.8k |
| GENERATION INVESTMENT MANAGEMENT LLP 3.13% of their portfolio | 2.1m $492.7m | Reduced -851.0k |
| NORGES BANK 0.06% of their portfolio | 1.8m $442.7m | Reduced -306.7k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 1.8m $422.1m | Reduced -117.9k |
| AMERICAN CENTURY COMPANIES INC 0.22% of their portfolio | 1.7m $399.0m | Reduced -358.8k |
| Pictet Asset Management Holding SA 0.40% of their portfolio | 1.6m $389.5m | Reduced -18.7k |
| BAILLIE GIFFORD & CO 0.29% of their portfolio | 1.6m $385.6m | Reduced -4.0m |
| Legal & General Group Plc 0.09% of their portfolio | 1.5m $361.0m | Added +47.5k |
| Sustainable Growth Advisers, LP 1.85% of their portfolio | 1.5m $358.9m | Reduced -363.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 1.5m $355.7m | Added +47.0k |
| Winslow Capital Management, LLC 1.14% of their portfolio | 1.4m $340.8m | Reduced -53.0k |
| CIBC Private Wealth Group LLC 0.61% of their portfolio | 1.4m $339.0m | Added +3.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.31% of their portfolio | 1.4m $334.9m | Added +213.7k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 1.4m $333.4m | Reduced -62.1k |
| Newlands Management Operations LLC 1.73% of their portfolio | 1.4m $327.3m | Unchanged |
| Nuveen, LLC 0.09% of their portfolio | 1.3m $312.7m | Reduced -651.1k |
| Meritage Group LP 8.43% of their portfolio | 1.3m $307.8m | Reduced -8.7k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 14.19% of their portfolio | 1.2m $297.9m | Added +458.6k |
| Amundi 0.10% of their portfolio | 1.2m $291.6m | Added +329.7k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 1.2m $290.3m | Reduced -81.5k |
| FIRST TRUST ADVISORS LP 0.22% of their portfolio | 1.2m $278.6m | Reduced -221.6k |
| FMR LLC 0.02% of their portfolio | 1.1m $275.0m | Reduced -964.3k |
| BLAIR WILLIAM & CO/IL 0.71% of their portfolio | 1.1m $256.1m | Reduced -43.5k |
| TIGER GLOBAL MANAGEMENT LLC 0.70% of their portfolio | 1.0m $240.0m | Reduced -880.2k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 993.6k $238.5m | Added +28.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.12% of their portfolio | 949.9k $228.0m | Added +541.7k |
| Squarepoint Ops LLC 0.49% of their portfolio | 921.4k $221.1m | Reduced -108.4k |
| UBS Group AG 0.05% of their portfolio | 914.4k $219.5m | Reduced -11.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.15% of their portfolio | 862.5k $207.0m | Added +266.9k |
| BARCLAYS PLC 0.08% of their portfolio | 834.9k $200.4m | Added +205.2k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 829.4k $199.1m | Added +41.0k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 786.9k $188.9m | Added +12.8k |
| National Pension Service 0.16% of their portfolio | 768.5k $184.4m | Added +28.0k |
| Champlain Investment Partners, LLC 1.27% of their portfolio | 756.8k $181.6m | Reduced -103.0k |
| HMI Capital Management, L.P. 10.12% of their portfolio | 743.1k $178.3m | Reduced -4.0k |
| SEI INVESTMENTS CO 0.20% of their portfolio | 735.8k $176.6m | Reduced -36.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 713.9k $171.3m | Reduced -12.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 709.2k $170.2m | Reduced -370.7k |
| VAN ECK ASSOCIATES CORP 0.19% of their portfolio | 707.6k $169.8m | Added +657.9k |
| NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio | 692.8k $166.3m | Reduced -25.7k |
| AQR CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 675.1k $162.0m | Added +544.2k |
| Select Equity Group, L.P. 0.68% of their portfolio | 669.0k $160.6m | Added +158.9k |
| Swiss National Bank 0.09% of their portfolio | 651.7k $156.4m | Added +48.1k |
| Hyperion Asset Management Ltd 4.58% of their portfolio | 603.4k $144.8m | Added +33.1k |
| BRISTOL JOHN W & CO INC /NY/ 2.26% of their portfolio | 581.1k $139.5m | Reduced -2.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 569.7k $136.7m | Added +12.7k |
| Assenagon Asset Management S.A. 0.20% of their portfolio | 534.9k $128.4m | Added +370.6k |
| Bares Capital Management, Inc. 12.41% of their portfolio | 532.8k $127.9m | Reduced -38.0k |
| MANNING & NAPIER ADVISORS LLC 1.47% of their portfolio | 515.4k $123.7m | New |
| CITIGROUP INC 0.08% of their portfolio | 489.5k $117.5m | Added +14.9k |
| Ownership Capital B.V. 6.73% of their portfolio | 482.6k $115.8m | Reduced -153.2k |
| STIFEL FINANCIAL CORP 0.11% of their portfolio | 474.7k $113.9m | Reduced -22.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.09% of their portfolio | 468.3k $112.4m | Reduced -15.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 467.1k $112.1m | Reduced -20.6k |
| Vontobel Holding Ltd. 0.36% of their portfolio | 459.4k $110.3m | Added +434.7k |
| KBC Group NV 0.30% of their portfolio | 456.0k $109.5m | Reduced -184.0k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 451.6k $108.3m | Reduced -29.9k |
| Bridgewater Associates, LP 0.43% of their portfolio | 448.9k $107.7m | Added +233.4k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 439.0k $105.4m | Reduced -187.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 426.1k $102.3m | Added +32.5k |
| Robeco Institutional Asset Management B.V. 0.16% of their portfolio | 416.3k $99.9m | Added +61.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 415.4k $99.7m | Added +46.4k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 403.6k $96.9m | Reduced -87.8k |
| RHUMBLINE ADVISERS 0.08% of their portfolio | 402.5k $96.6m | Added +9.2k |
| Intermede Investment Partners Ltd 3.10% of their portfolio | 399.2k $95.8m | New |
| RIVULET CAPITAL, LLC 9.18% of their portfolio | 394.0k $94.6m | Reduced -126.0k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.53% of their portfolio | 386.5k $92.8m | Added +3.4k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 384.0k $92.2m | Added +78.9k |
| DANSKE BANK A/S 0.22% of their portfolio | 374.0k $89.8m | Added +54.7k |
| Russell Investments Group, Ltd. 0.11% of their portfolio | 368.9k $88.5m | Added +123.9k |
| Caisse de depot et placement du Quebec 0.18% of their portfolio | 352.9k $84.7m | Reduced -40.2k |
| California Public Employees Retirement System 0.05% of their portfolio | 350.8k $84.2m | Reduced -542.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.16% of their portfolio | 346.7k $83.1m | Added +8.3k |
| ProShare Advisors LLC 0.16% of their portfolio | 340.9k $81.8m | Added +20.5k |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 331.9k $79.6m | Added +27.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 330.1k $79.2m | Added +1.1k |
| ANTIPODES PARTNERS Ltd 2.42% of their portfolio | 325.1k $78.0m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 316.6k $76.0m | Added +149.9k |
| Third Point LLC 0.94% of their portfolio | 300.0k $72.0m | New |
| Freestone Grove Partners LP 0.54% of their portfolio | 299.9k $72.0m | Added +92.7k |
| Rockefeller Capital Management L.P. 0.08% of their portfolio | 290.8k $69.8m | Added +146.9k |