Workday, Inc.
WDAY- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001327811
In the last 90 days, Workday, Inc. insiders filed 0 open-market purchases and 12 sales; 918 institutions reported holding it in 13F filings for Q2 2026, worth $25.5B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Workday, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 939
- +51 vs. Q2 2023
- Shares held
- 184.8M
- +4.42M (+2.5%) vs. Q2 2023
- Total value
- $39.7B
- −$824.6M (−2.0%) vs. Q2 2023
- New holders
- 120
- 373 more added
- Sold out
- 69
- 305 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WDAY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 918 | $25.5B |
| Q1 2026 | 941 | $26.2B |
| Q4 2025 | 1,094 | $43.0B |
| Q3 2025 | 1,096 | $47.5B |
| Q2 2025 | 1,140 | $46.2B |
| Q1 2025 | 1,145 | $45.3B |
| Q4 2024 | 1,132 | $50.3B |
| Q3 2024 | 1,082 | $44.8B |
| Q2 2024 | 1,043 | $41.1B |
| Q1 2024 | 1,071 | $50.5B |
| Q4 2023 | 1,054 | $50.7B |
| Q3 2023 | 939 | $39.7B |
| Q2 2023 | 899 | $41.0B |
| Q1 2023 | 871 | $37.5B |
| Q4 2022 | 806 | $29.9B |
| Q3 2022 | 787 | $26.9B |
| Q2 2022 | 772 | $24.9B |
| Q1 2022 | 865 | $42.6B |
| Q4 2021 | 877 | $48.4B |
| Q3 2021 | 803 | $43.5B |
| Q2 2021 | 793 | $41.4B |
| Q1 2021 | 794 | $42.5B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Workday, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 174 | $37.0K | 0.01% | +9+5.5% | Added |
| CoreFirst Bank & Trust | 180 | $38.7K | 0.03% | +180 | New |
| Harbor Investment Advisory, LLC | 184 | $39.5K | 0.01% | −398−68.4% | Reduced |
| Bokf, NA | 187 | $39.6K | 0.00% | −24−11.4% | Reduced |
| Nemes Rush Group LLC | 188 | $40.4K | 0.01% | +38+25.3% | Added |
| AllSquare Wealth Management LLC | 191 | $41.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 209 | $44.9K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 217 | $47.0K | 0.01% | −125−36.5% | Reduced |
| Sandy Spring Bank | 220 | $47.3K | 0.00% | +20+10.0% | Added |
| North Star Investment Management Corp. | 225 | $48.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 235 | $50.5K | 0.01% | +21+9.8% | Added |
| Kathleen S. Wright Associates Inc. | 250 | $53.7K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 257 | $55.2K | 0.03% | −2−0.8% | Reduced |
| Kelly Financial Services LLC | 260 | $55.9K | 0.03% | −5−1.9% | Reduced |
| Private Trust Co NA | 263 | $56.5K | 0.01% | −30−10.2% | Reduced |
| FWL Investment Management, LLC | 275 | $59.1K | 0.04% | +275 | New |
| Financial Perspectives, Inc | 277 | $59.5K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 277 | $59.5K | 0.01% | −311−52.9% | Reduced |
| Compagnie Lombard Odier SCmA | 281 | $60.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 288 | $61.9K | 0.03% | +2+0.7% | Added |
| Riverview Trust Co | 290 | $62.3K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 293 | $63.0K | 0.01% | +31+11.8% | Added |
| Geneos Wealth Management Inc. | 300 | $64.5K | 0.00% | +3+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 302 | $64.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 302 | $64.9K | 0.02% | −14−4.4% | Reduced |
| Global Retirement Partners, LLC | 332 | $69.5K | 0.00% | +135+68.5% | Added |
| Baker Avenue Asset Management, LP | 336 | $72.2K | 0.00% | −210−38.5% | Reduced |
| First Horizon Advisors, Inc. | 340 | $73.0K | 0.00% | −62−15.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 346 | $74.0K | 0.00% | −3,424−90.8% | Reduced |
| Carolinas Wealth Consulting LLC | 350 | $74.2K | 0.02% | +116+49.6% | Added |
| Western Pacific Wealth Management, LP | 360 | $77.3K | 0.06% | −370−50.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 372 | $79.9K | 0.02% | +372 | New |
| Ronald Blue Trust, Inc. | 359 | $81.0K | 0.00% | +168+88.0% | Added |
| Edmond de Rothschild Holding S.A. | 397 | $85.3K | 0.00% | +17+4.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 413 | $87.0K | 0.00% | −56−11.9% | Reduced |
| Tucker Asset Management LLC | 423 | $90.9K | 0.02% | +421+21,050.0% | Added |
| Capital Analysts, LLC | 430 | $92.0K | 0.01% | +124+40.5% | Added |
| Washington Trust Advisors, Inc. | 445 | $95.6K | 0.01% | +111+33.2% | Added |
| HighMark Wealth Management LLC | 459 | $98.6K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 472 | $101.4K | 0.01% | −22−4.5% | Reduced |
| SOA Wealth Advisors, LLC. | 500 | $107.4K | 0.03% | −500−50.0% | Reduced |
| Alta Advisers Ltd | 500 | $107.4K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 504 | $108.3K | 0.01% | +142+39.2% | Added |
| KB Financial Partners, LLC | 520 | $112.0K | 0.03% | +174+50.3% | Added |
| Allworth Financial LP | 589 | $126.5K | 0.00% | +35+6.3% | Added |
| Quent Capital, LLC | 591 | $127.0K | 0.02% | +160+37.1% | Added |
| Umb Bank N A | 632 | $135.8K | 0.00% | +41+6.9% | Added |
| Concord Wealth Partners | 645 | $138.6K | 0.03% | +645 | New |
| EverSource Wealth Advisors, LLC | 647 | $139.0K | 0.01% | +93+16.8% | Added |
| Cary Street Partner Investment Advisory LLC | 712 | $153.0K | 0.01% | −14−1.9% | Reduced |
| Whittier Trust Co | 717 | $154.0K | 0.00% | +112+18.5% | Added |
| American National Bank | 738 | $158.6K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 749 | $160.9K | 0.02% | +7+0.9% | Added |
| Smithfield Trust Co | 748 | $161.0K | 0.01% | −61−7.5% | Reduced |
| Desjardins Global Asset Management Inc. | 750 | $161.1K | 0.02% | −20−2.6% | Reduced |
| Wolff Wiese Magana LLC | 757 | $162.6K | 0.13% | +96+14.5% | Added |
| Johnson Midwest Financial, LLC | 780 | $167.6K | 0.37% | +759+3,614.3% | Added |
| Raleigh Capital Management Inc. | 830 | $178.2K | 0.09% | +27+3.4% | Added |
| Itau Unibanco Holding S.A. | 886 | $190.4K | 0.01% | +331+59.6% | Added |
| Park Place Capital Corp | 918 | $197.2K | 0.06% | −6−0.6% | Reduced |
| Westside Investment Management, Inc. | 920 | $197.7K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 938 | $201.5K | 0.04% | +886+1,703.8% | Added |
| Summit Trail Advisors, LLC | 941 | $202.2K | 0.01% | +43+4.8% | Added |
| New World Advisors LLC | 942 | $202.4K | 0.07% | −17−1.8% | Reduced |
| Abn Amro Investment Solutions | 962 | $206.7K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 964 | $207.1K | 0.02% | +964 | New |
| Caldwell Sutter Capital, Inc. | 972 | $208.8K | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 973 | $209.0K | 0.02% | +973 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 982 | $211.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 978 | $213.0K | 0.02% | +978 | New |
| Schwartz Investment Counsel Inc | 1,000 | $214.8K | 0.01% | −100−9.1% | Reduced |
| Wealthcare Advisory Partners LLC | 1,008 | $216.6K | 0.01% | −34−3.3% | Reduced |
| IFP Advisors, Inc | 1,009 | $216.9K | 0.01% | −142−12.3% | Reduced |
| Bayshore Asset Management, LLC | 1,016 | $218.3K | 0.13% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,017 | $218.5K | 0.05% | +1,017 | New |
| C M Bidwell & Associates Ltd | 1,022 | $219.6K | 0.17% | −8−0.8% | Reduced |
| Westpac Banking Corp | 1,023 | $219.8K | 0.02% | −6,869−87.0% | Reduced |
| Checchi Capital Advisers, LLC | 1,026 | $220.4K | 0.02% | −19−1.8% | Reduced |
| Dakota Wealth Management | 1,029 | $221.1K | 0.01% | −14−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,029 | $221.1K | 0.02% | +48+4.9% | Added |
| Flagship Harbor Advisors, LLC | 1,029 | $221.1K | 0.02% | +25+2.5% | Added |
| Diametric Capital, LP | 1,041 | $223.7K | 0.09% | +1,041 | New |
| Select Asset Management & Trust | 1,043 | $224.0K | 0.13% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,048 | $225.1K | 0.08% | +1,048 | New |
| Virtue Capital Management, LLC | 1,015 | $225.8K | 0.04% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,067 | $225.9K | 0.24% | 00.0% | Unchanged |
| Advisor Resource Council | 1,068 | $229.5K | 0.15% | −52−4.6% | Reduced |
| Great Diamond Partners, LLC | 1,069 | $229.7K | 0.06% | −1−0.1% | Reduced |
| Penserra Capital Management LLC | 1,077 | $230.0K | 0.00% | −4,652−81.2% | Reduced |
| PDS Planning, Inc | 1,076 | $231.2K | 0.03% | +11+1.0% | Added |
| Aspen Grove Capital, LLC | 1,092 | $234.6K | 0.09% | −77−6.6% | Reduced |
| Financial Advisory Corp | 1,120 | $241.0K | 0.11% | −1,450−56.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,123 | $241.2K | 0.02% | −161−12.5% | Reduced |
| International Assets Investment Management, LLC | 1,048 | $241.9K | 0.03% | +29+2.8% | Added |
| Alpha Family Trust | 1,135 | $243.9K | 0.19% | 00.0% | Unchanged |
| Arden Trust Co | 1,136 | $244.1K | 0.04% | −71−5.9% | Reduced |
| Castleview Partners, LLC | 1,148 | $246.7K | 0.23% | +133+13.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,150 | $247.1K | 0.13% | +1,150 | New |
| waypoint wealth counsel | 1,155 | $248.2K | 0.23% | +269+30.4% | Added |
| Guerra Pan Advisors, LLC | 1,176 | $252.7K | 0.29% | 00.0% | Unchanged |