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 10 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, Q4 2023
Institutional positions in Workday, Inc. as of Dec 31, 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
- 1,054
- +130 vs. Q3 2023
- Shares held
- 183.9M
- −792.3K (−0.4%) vs. Q3 2023
- Total value
- $50.7B
- +$11.0B (+27.8%) vs. Q3 2023
- New holders
- 200
- 373 more added
- Sold out
- 70
- 357 more reduced
15 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Workday, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 1,814 | $500.8K | 0.06% | +131+7.8% | Added |
| Evergreen Capital Management LLC | 1,812 | $500.2K | 0.02% | +19+1.1% | Added |
| Meiji Yasuda Life Insurance Co | 1,812 | $500.2K | 0.01% | −480−20.9% | Reduced |
| Hartford Funds Management Co LLC | 1,809 | $499.3K | 0.05% | +127+7.6% | Added |
| Perigon Wealth Management, LLC | 1,803 | $497.7K | 0.02% | −56−3.0% | Reduced |
| Pittenger & Anderson Inc | 1,798 | $496.4K | 0.02% | +13+0.7% | Added |
| Horizon Investments, LLC | 1,793 | $495.0K | 0.01% | +110+6.5% | Added |
| Covenant Partners, LLC | 1,787 | $493.3K | 0.16% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,790 | $484.5K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,748 | $483.0K | 0.04% | −6,017−77.5% | Reduced |
| Coldstream Capital Management Inc | 1,744 | $481.4K | 0.01% | +1,744 | New |
| Essential Planning, LLC. | 1,730 | $477.6K | 0.24% | 00.0% | Unchanged |
| Keybank National Association | 1,714 | $473.2K | 0.00% | −333−16.3% | Reduced |
| Gemmer Asset Management LLC | 1,707 | $471.2K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,704 | $470.4K | 0.06% | +204+13.6% | Added |
| Peapack Gladstone Financial Corp | 1,698 | $469.0K | 0.01% | −413−19.6% | Reduced |
| Prospera Financial Services Inc | 1,694 | $467.6K | 0.02% | +98+6.1% | Added |
| Three Seasons Wealth, LLC | 1,679 | $463.5K | 0.41% | +384+29.7% | Added |
| Whalen Wealth Management Inc. | 1,666 | $459.9K | 0.41% | +1,666 | New |
| LM Advisors LLC | 1,661 | $458.6K | 0.09% | +1,661 | New |
| Congress Wealth Management LLC | 1,658 | $457.9K | 0.01% | +39+2.4% | Added |
| Focus Financial Network Inc | 1,656 | $457.2K | 0.02% | +1,656 | New |
| Ballentine Partners, LLC | 1,652 | $456.1K | 0.01% | +55+3.4% | Added |
| ING Groep NV | 1,620 | $447.2K | 0.00% | −38,029−95.9% | Reduced |
| Thoroughbred Financial Services, LLC | 1,621 | $447.0K | 0.04% | +94+6.2% | Added |
| Acorn Financial Advisory Services Inc | 1,616 | $446.0K | 0.08% | +4+0.2% | Added |
| VELA Investment Management, LLC | 1,614 | $445.6K | 0.18% | +1,614 | New |
| BIP Wealth, LLC | 1,600 | $441.7K | 0.03% | −218−12.0% | Reduced |
| BluePath Capital Management, LLC | 1,573 | $435.4K | 0.38% | +23+1.5% | Added |
| Clarius Group, LLC | 1,574 | $434.5K | 0.04% | −14−0.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 1,572 | $434.0K | 0.05% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,555 | $429.3K | 0.14% | −1,786−53.5% | Reduced |
| Maven Securities LTD | 1,549 | $427.6K | 0.05% | −1,186−43.4% | Reduced |
| Arete Wealth Advisors, LLC | 1,510 | $416.9K | 0.03% | +4+0.3% | Added |
| waypoint wealth counsel | 1,503 | $414.9K | 0.35% | +348+30.1% | Added |
| UniSuper Management Pty Ltd | 1,500 | $414.1K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,500 | $414.1K | 0.05% | +1,500 | New |
| Veracity Capital LLC | 1,499 | $413.8K | 0.17% | +1,499 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,494 | $412.4K | 0.05% | −1,023−40.6% | Reduced |
| Sheets Smith Wealth Management | 1,487 | $410.5K | 0.06% | −96−6.1% | Reduced |
| Tectonic Advisors LLC | 1,483 | $409.4K | 0.03% | −4−0.3% | Reduced |
| TTP Investments, Inc. | 1,482 | $409.1K | 0.18% | −1,040−41.2% | Reduced |
| MAI Capital Management | 1,475 | $407.2K | 0.01% | +244+19.8% | Added |
| Insigneo Advisory Services, LLC | 1,461 | $403.3K | 0.06% | +1,461 | New |
| Phoenix Holdings Ltd. | 1,460 | $402.8K | 0.01% | +1,460 | New |
| Venturi Wealth Management, LLC | 1,459 | $402.8K | 0.03% | +91+6.7% | Added |
| First National Trust Co | 1,453 | $401.1K | 0.02% | +75+5.4% | Added |
| Wallace Advisory Group, LLC | 1,862 | $400.1K | 0.31% | −82−4.2% | Reduced |
| First Affirmative Financial Network | 1,446 | $399.2K | 0.32% | −6−0.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,421 | $392.3K | 0.01% | +1,421 | New |
| Wedbush Securities Inc | 1,414 | $390.0K | 0.02% | +25+1.8% | Added |
| RMB Capital Management, LLC | 1,412 | $389.8K | 0.01% | −17−1.2% | Reduced |
| Meitav Dash Investments Ltd | 1,401 | $386.8K | 0.01% | +36+2.6% | Added |
| Cannon Global Investment Management, LLC | 1,400 | $386.5K | 2.90% | +1,400 | New |
| Custom Index Systems, LLC | 1,351 | $373.0K | 0.23% | +1,351 | New |
| Petrus Trust Company, LTA | 1,345 | $371.3K | 0.04% | −111−7.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,343 | $370.7K | 0.07% | +405+43.2% | Added |
| Americana Partners, LLC | 1,342 | $369.1K | 0.04% | −662−33.0% | Reduced |
| Independent Financial Group, LLC | 1,337 | $369.1K | 0.02% | +17+1.3% | Added |
| Clearstead Advisors, LLC | 1,335 | $368.5K | 0.02% | −40−2.9% | Reduced |
| Stillwater Capital Advisors, LLC | 1,324 | $365.5K | 0.06% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 1,323 | $365.2K | 0.14% | +60+4.8% | Added |
| Oak Thistle LLC | 1,307 | $360.8K | 0.10% | −3,214−71.1% | Reduced |
| Synergy Financial Group, LTD | 1,306 | $360.5K | 0.44% | −22−1.7% | Reduced |
| Archford Capital Strategies, LLC | 1,304 | $360.0K | 0.07% | −2,259−63.4% | Reduced |
| Everpar Advisors LLC | 1,299 | $358.6K | 0.17% | +1,299 | New |
| Perpetual Ltd | 1,291 | $356.4K | 0.00% | +1,291 | New |
| Independent Advisor Alliance | 1,283 | $354.2K | 0.01% | +20+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,275 | $352.0K | 0.16% | +125+10.9% | Added |
| Chicago Partners Investment Group LLC | 1,178 | $348.2K | 0.02% | −120−9.2% | Reduced |
| D.A. Davidson & Co. | 1,241 | $342.6K | 0.00% | +42+3.5% | Added |
| TKG Advisors, LLC | 1,238 | $341.8K | 0.20% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,219 | $336.5K | 0.14% | −20−1.6% | Reduced |
| Dakota Wealth Management | 1,214 | $335.1K | 0.01% | +185+18.0% | Added |
| 180 Wealth Advisors, LLC | 1,249 | $335.1K | 0.07% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,209 | $333.8K | 0.07% | +1,209 | New |
| KRS Capital Management, LLC | 1,185 | $327.1K | 0.30% | −50−4.0% | Reduced |
| Huntington National Bank | 1,185 | $327.1K | 0.00% | −120−9.2% | Reduced |
| Lido Advisors, LLC | 1,180 | $325.8K | 0.00% | −443−27.3% | Reduced |
| Kovack Advisors, Inc. | 1,179 | $325.5K | 0.04% | −227−16.1% | Reduced |
| Fiduciary Family Office, LLC | 1,176 | $324.8K | 0.14% | +1,176 | New |
| Guerra Pan Advisors, LLC | 1,176 | $324.6K | 0.31% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,164 | $321.5K | 0.02% | +155+15.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,150 | $317.5K | 0.01% | +1,150 | New |
| Finivi Inc. | 1,139 | $314.4K | 0.31% | +1,139 | New |
| Alpha Family Trust | 1,135 | $313.3K | 0.21% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,132 | $312.5K | 0.22% | −16−1.4% | Reduced |
| Arden Trust Co | 1,125 | $310.6K | 0.05% | −11−1.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,123 | $309.9K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,125 | $309.5K | 0.09% | +33+3.0% | Added |
| Checchi Capital Advisers, LLC | 1,111 | $306.7K | 0.02% | +85+8.3% | Added |
| Virtue Capital Management, LLC | 1,150 | $305.5K | 0.06% | +135+13.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,106 | $305.3K | 0.06% | −1,734−61.1% | Reduced |
| JFG Wealth Management, LLC | 1,100 | $303.7K | 0.09% | +1,100 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,095 | $302.0K | 0.02% | +113+11.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,090 | $301.0K | 0.01% | +1,059+3,416.1% | Added |
| Lebenthal Global Advisors, LLC | 1,073 | $296.2K | 0.07% | +1,073 | New |
| Gordian Capital Singapore Pte Ltd | 1,067 | $294.6K | 0.27% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,058 | $292.1K | 0.07% | −11−1.0% | Reduced |
| Skopos Labs, Inc. | 1,058 | $292.1K | 0.14% | +1,058 | New |