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 ($72.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $129.71. Options: 36 managers hold calls ($873.7m notional), 32 hold puts ($580.3m).
Trends to Q1 2026
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 |
| Q3 2025 | 1,096 |
| Q4 2025 | 1,094 |
| Q1 2026 | 942 |
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 2024 | 594 | 445 |
| Q3 2024 | 601 | 417 |
| Q4 2024 | 588 | 455 |
| Q1 2025 | 611 | 472 |
| Q2 2025 | 574 | 527 |
| Q3 2025 | 499 | 610 |
| Q4 2025 | 415 | 624 |
| Q1 2026 | 487 | 617 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $681.4m | $1.2bn | 1.74 |
| Q3 2025 | $1.3bn | $1.5bn | 1.15 |
| Q4 2025 | $753.9m | $698.3m | 0.93 |
| Q1 2026 | $873.7m | $580.3m | 0.66 |
Biggest buyers
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +3.9m |
| First Eagle Investment Management, LLC | Added | +3.3m |
| GOLDMAN SACHS GROUP INC | Added | +2.6m |
| CITIGROUP INC | Added | +2.0m |
| EAGLE CAPITAL MANAGEMENT LLC | Added | +1.1m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +983.3k |
| Tidal Investments LLC | Added | +977.4k |
| JPMORGAN CHASE & CO | Added | +736.0k |
| Lead Edge Capital Management, LLC | New | +615.7k |
| Swiss Life Asset Management Ltd | Added | +588.2k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -3.3m |
| T. Rowe Price Investment Management, Inc. | Reduced | -2.8m |
| PARNASSUS INVESTMENTS, LLC | Sold out | -2.1m |
| Newlands Management Operations LLC | Sold out | -1.4m |
| Assenagon Asset Management S.A. | Reduced | -1.3m |
| BARCLAYS PLC | Reduced | -1.2m |
| TIGER GLOBAL MANAGEMENT LLC | Sold out | -1.0m |
| Bridgewater Associates, LP | Sold out | -965.1k |
| Contour Asset Management LLC | Sold out | -857.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | -831.5k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $131.9m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $130.6m1.0m shares |
| JANE STREET GROUP, LLC | Added | $107.0m823.3k shares |
| IMC-Chicago, LLC | Added | $80.1m616.6k shares |
| Squarepoint Ops LLC | Added | $56.8m437.4k shares |
| Optiver Holding B.V. | Added | $54.7m420.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $51.9m399.5k shares |
| Jain Global LLC | New | $33.1m255.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $32.5m250.0k shares |
| JPMORGAN CHASE & CO | Added | $26.2m203.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $102.1m785.9k shares |
| CITADEL ADVISORS LLC | Added | $94.3m725.9k shares |
| JANE STREET GROUP, LLC | Added | $62.4m480.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $38.2m294.2k shares |
| Point72 Asset Management, L.P. | Added | $34.4m265.1k shares |
| Jain Global LLC | New | $32.3m248.3k shares |
| IMC-Chicago, LLC | Added | $31.8m245.0k shares |
| Squarepoint Ops LLC | Added | $25.2m194.1k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $23.9m183.8k shares |
| BARCLAYS PLC | Added | $20.3m156.6k 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 2026
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 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 |
| Q3 2025 | 0 | — | 4 | $3.6m | $3.6m |
| Q4 2025 | 0 | — | 6 | $6.6m | $6.6m |
| Q1 2026 | 0 | — | 6 | $7.8m | $7.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-31 | DUFFIELD DAVID A 10% owner | Sold plan | $13.9m107.5k shares |
| 2026-03-26 | DUFFIELD DAVID A 10% owner | Sold plan | $13.8m107.5k shares |
| 2026-03-23 | DUFFIELD DAVID A 10% owner | Sold plan | $14.7m107.5k shares |
| 2026-03-18 | DUFFIELD DAVID A 10% owner | Sold plan | $14.3m107.5k shares |
| 2026-03-13 | DUFFIELD DAVID A 10% owner | Sold plan | $14.3m107.5k shares |
| 2026-03-10 | DUFFIELD DAVID A 10% owner | Sold plan | $15.3m107.5k shares |
| 2026-03-05 | DUFFIELD DAVID A 10% owner | Sold plan | $15.8m107.5k shares |
| 2026-03-02 | DUFFIELD DAVID A 10% owner | Sold plan | $14.4m107.5k shares |
| 2026-01-08 | DUFFIELD DAVID A 10% owner | Sold plan | $17.4m82.9k shares |
| 2026-01-08 | Garfield Mark S. Chief Accounting Officer | Sold plan | $199.7k953 shares |
| 2026-01-06 | Rowe Zane Chief Financial Officer | Sold plan | $1.3m6.0k shares |
| 2026-01-06 | Kazmaier Gerrit S President, Prod. and Tech. | Sold plan | $784.6k3.8k shares |
| 2026-01-06 | Sauer Richard Harry Chief Legal Officer & Secty | Sold plan | $237.3k1.1k shares |
| 2026-01-05 | Enslin Robert President, CCO | Sold plan | $4.7m22.2k shares |
| 2026-01-05 | Eschenbach Carl M. CEO, director | Sold plan | $656.2k3.1k shares |
| 2026-01-02 | DUFFIELD DAVID A 10% owner | Sold plan | $16.7m81.5k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 20.1m $2.6bn | Added +143.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 13.8m $1.8bn | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.08% of their portfolio | 11.6m $1.5bn | First filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4.28% of their portfolio | 10.7m $1.4bn | Added +3.9m |
| STATE STREET CORP 0.04% of their portfolio | 9.5m $1.2bn | Reduced -234.0k |
| EAGLE CAPITAL MANAGEMENT LLC 3.79% of their portfolio | 8.7m $1.1bn | Added +1.1m |
| Invesco Ltd. 0.10% of their portfolio | 7.8m $1.0bn | Added +414.5k |
| First Eagle Investment Management, LLC 1.68% of their portfolio | 7.6m $988.5m | Added +3.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 5.2m $669.2m | Added +70.9k |
| GENERATION INVESTMENT MANAGEMENT LLP 4.87% of their portfolio | 4.2m $543.3m | Added +63.9k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 3.9m $512.5m | Added +2.6m |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 3.8m $488.8m | Reduced -4.2k |
| FIL Ltd 0.28% of their portfolio | 2.8m $366.2m | Added +50.1k |
| Pictet Asset Management Holding SA 0.38% of their portfolio | 2.8m $364.2m | Added +223.5k |
| MORGAN STANLEY 0.02% of their portfolio | 2.7m $355.7m | Reduced -442.6k |
| UBS Group AG 0.06% of their portfolio | 2.6m $338.4m | Added +310.7k |
| CITIGROUP INC 0.22% of their portfolio | 2.6m $337.9m | Added +2.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 2.1m $277.4m | Added +12.1k |
| T. Rowe Price Investment Management, Inc. 0.19% of their portfolio | 2.1m $270.6m | Reduced -2.8m |
| LOOMIS SAYLES & CO L P 0.36% of their portfolio | 2.1m $270.1m | Reduced -16.9k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 2.0m $265.9m | Added +30.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.22% of their portfolio | 1.9m $252.2m | Reduced -831.5k |
| BROWN ADVISORY INC 0.41% of their portfolio | 1.9m $252.0m | Added +229.6k |
| JANUS HENDERSON GROUP PLC 0.10% of their portfolio | 1.7m $217.5m | Reduced -3.3m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.7m $214.3m | Added +736.0k |
| Meritage Group LP 7.96% of their portfolio | 1.6m $210.9m | Added +10.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.6m $208.7m | Added +14.2k |
| Legal & General Group Plc 0.05% of their portfolio | 1.5m $197.5m | Reduced -12.1k |
| FIRST TRUST ADVISORS LP 0.13% of their portfolio | 1.4m $184.0m | Added +124.5k |
| BAILLIE GIFFORD & CO 0.18% of their portfolio | 1.4m $177.7m | Reduced -97.0k |
| Amundi 0.04% of their portfolio | 1.3m $163.4m | Reduced -788.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.3m $163.2m | Reduced -96.2k |
| Nuveen, LLC 0.04% of their portfolio | 1.2m $159.7m | Reduced -78.0k |
| VANGUARD FIDUCIARY TRUST CO 0.04% of their portfolio | 1.2m $159.6m | First filing |
| Pacer Advisors, Inc. 0.46% of their portfolio | 1.2m $159.4m | Added +462.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 1.2m $156.4m | Reduced -156.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio | 1.2m $153.4m | Added +983.3k |
| BARCLAYS PLC 0.05% of their portfolio | 1.1m $149.2m | Reduced -1.2m |
| FERNBRIDGE CAPITAL MANAGEMENT LP 9.18% of their portfolio | 1.1m $143.3m | Reduced -303.1k |
| Tidal Investments LLC 0.40% of their portfolio | 1.0m $129.1m | Added +977.4k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 917.5k $119.2m | Reduced -169.6k |
| Temasek Holdings (Private) Ltd 0.39% of their portfolio | 889.3k $115.5m | Added +77.3k |
| VAN ECK ASSOCIATES CORP 0.08% of their portfolio | 831.1k $108.0m | Reduced -728.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.10% of their portfolio | 804.7k $103.7m | Added +15.3k |
| FMR LLC 0.01% of their portfolio | 784.2k $101.9m | Reduced -156.1k |
| BRISTOL JOHN W & CO INC /NY/ 1.56% of their portfolio | 727.4k $94.5m | Added +166.9k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 710.3k $92.4m | Reduced -458.2k |
| Vontobel Holding Ltd. 0.31% of their portfolio | 696.5k $90.5m | Reduced -17.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 693.4k $90.1m | Added +293.7k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 682.8k $88.7m | Added +217.1k |
| Select Equity Group, L.P. 0.45% of their portfolio | 653.0k $84.8m | Reduced -74.7k |
| Swiss Life Asset Management Ltd 0.08% of their portfolio | 627.8k $17.3m | Added +588.2k |
| Squarepoint Ops LLC 0.18% of their portfolio | 627.5k $81.5m | Added +461.5k |
| Swiss National Bank 0.05% of their portfolio | 625.1k $81.2m | Added +30.4k |
| ANTIPODES PARTNERS Ltd 1.56% of their portfolio | 624.3k $81.1m | Added +434.7k |
| Lead Edge Capital Management, LLC 19.61% of their portfolio | 615.7k $80.0m | New |
| Mondrian Investment Partners LTD 1.19% of their portfolio | 614.4k $79.8m | Added +522.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 581.9k $75.6m | New |
| Invenomic Capital Management LP 3.36% of their portfolio | 560.0k $72.7m | New |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 547.7k $71.2m | Added +537.4k |
| NZS Capital, LLC 2.31% of their portfolio | 532.1k $69.1m | Added +43.6k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.37% of their portfolio | 517.3k $67.2m | Added +91.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 510.8k $66.4m | Reduced -33.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 494.5k $64.2m | Added +21.1k |
| Vanguard Global Advisers, LLC 0.03% of their portfolio | 476.5k $61.9m | First filing |
| Carmignac Gestion 0.91% of their portfolio | 457.5k $59.4m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 454.7k $59.1m | Reduced -52.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 449.5k $58.4m | Reduced -30.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 438.1k $56.9m | Reduced -180.0k |
| Holocene Advisors, LP 0.13% of their portfolio | 423.0k $55.0m | New |
| National Pension Service 0.04% of their portfolio | 411.4k $53.5m | Added +54.3k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 390.3k $50.7m | Added +4.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% of their portfolio | 388.1k $50.4m | Added +48 |
| KBC Group NV 0.12% of their portfolio | 373.1k $48.5m | Added +324.8k |
| Quantinno Capital Management LP 0.08% of their portfolio | 372.6k $48.4m | Added +272.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 370.1k $48.1m | Reduced -400.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 368.8k $47.9m | Reduced -131.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.04% of their portfolio | 366.9k $47.7m | First filing |
| California Public Employees Retirement System 0.03% of their portfolio | 358.4k $46.6m | Reduced -200.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 356.1k $46.3m | Reduced -288.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.19% of their portfolio | 353.9k $46.0m | Added +310.0k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 346.5k $45.0m | Added +212.1k |
| Retirement Systems of Alabama 0.15% of their portfolio | 340.5k $44.2m | Added +95.4k |
| Keenan Capital, LLC 9.25% of their portfolio | 337.2k $43.8m | Added +18.0k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 337.0k $43.8m | Added +279.0k |
| ProShare Advisors LLC 0.06% of their portfolio | 313.4k $40.7m | Reduced -70.8k |
| Douglas Lane & Associates, LLC 0.58% of their portfolio | 311.8k $40.5m | Added +43.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 310.9k $40.4m | Reduced -9.0k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 286.6k $61.6m | Added +67.6k |
| CANADA LIFE ASSURANCE Co 0.07% of their portfolio | 282.4k $36.8m | Added +52.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 255.5k $33.2m | Reduced -394.0k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 254.6k $33.1m | Added +242.3k |
| BLAIR WILLIAM & CO/IL 0.09% of their portfolio | 254.4k $33.1m | Reduced -574.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 249.6k $32.4m | Added +2.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 249.0k $32.4m | Reduced -7.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 248.9k $32.3m | Reduced -234.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 248.4k $32.3m | Added +213.3k |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 230.8k $30.0m | Reduced -99.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 223.3k $29.0m | Reduced -129.9k |
| Aberdeen Group plc 0.05% of their portfolio | 222.4k $28.9m | Added +6.4k |