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 13 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, Q1 2024
Institutional positions in Workday, Inc. as of Mar 31, 2024. 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
- 1,071
- +30 vs. Q4 2023
- Shares held
- 185.5M
- +1.72M (+0.9%) vs. Q4 2023
- Total value
- $50.5B
- −$209.5M (−0.4%) vs. Q4 2023
- New holders
- 120
- 461 more added
- Sold out
- 90
- 347 more reduced
13 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Workday, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 112 | $31.0K | 0.00% | −26−18.8% | Reduced |
| Sound Income Strategies, LLC | 115 | $31.4K | 0.00% | +49+74.2% | Added |
| Institutional & Family Asset Management, LLC | 118 | $32.2K | 0.01% | +4+3.5% | Added |
| Bell Investment Advisors, Inc | 121 | $33.0K | 0.01% | +2+1.7% | Added |
| CVA Family Office, LLC | 122 | $33.3K | 0.01% | +2+1.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 123 | $33.5K | 0.00% | −37−23.1% | Reduced |
| McIlrath & Eck, LLC | 125 | $34.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 127 | $34.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 140 | $38.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $40.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 152 | $41.0K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 157 | $42.8K | 0.01% | +57+57.0% | Added |
| Whittier Trust Co of Nevada Inc | 167 | $45.5K | 0.00% | +15+9.9% | Added |
| Quarry LP | 167 | $45.5K | 0.02% | +39+30.5% | Added |
| VisionPoint Advisory Group, LLC | 174 | $47.5K | 0.02% | +17+10.8% | Added |
| Vestor Capital, LLC | 178 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 188 | $51.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 191 | $52.1K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 198 | $54.0K | 0.00% | +4+2.1% | Added |
| Harbor Investment Advisory, LLC | 198 | $54.0K | 0.01% | +14+7.6% | Added |
| Parkside Financial Bank & Trust | 198 | $54.0K | 0.01% | +107+117.6% | Added |
| Investment Research & Advisory Group, Inc. | 209 | $57.0K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 212 | $57.8K | 0.00% | +193+1,015.8% | Added |
| Carolinas Wealth Consulting LLC | 215 | $58.7K | 0.01% | −169−44.0% | Reduced |
| North Star Investment Management Corp. | 225 | $61.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 237 | $64.6K | 0.01% | −18−7.1% | Reduced |
| Geneos Wealth Management Inc. | 247 | $67.4K | 0.00% | −77−23.8% | Reduced |
| Clear Street Markets LLC | 250 | $68.0K | 0.03% | +233+1,370.6% | Added |
| Valley National Advisers Inc | 255 | $69.0K | 0.01% | +24+10.4% | Added |
| Smartleaf Asset Management LLC | 263 | $72.0K | 0.01% | +31+13.4% | Added |
| Mather Group, LLC. | 268 | $74.0K | 0.00% | +268 | New |
| FWL Investment Management, LLC | 275 | $75.0K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 277 | $75.6K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 280 | $76.4K | 0.04% | +30+12.0% | Added |
| Compagnie Lombard Odier SCmA | 281 | $76.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 284 | $77.5K | 0.01% | −164−36.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 287 | $78.3K | 0.03% | −1−0.3% | Reduced |
| DSM Capital Partners LLC | 288 | $78.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 290 | $79.1K | 0.06% | +290 | New |
| First Horizon Advisors, Inc. | 292 | $79.6K | 0.00% | −42−12.6% | Reduced |
| CoreCap Advisors, LLC | 295 | $80.5K | 0.00% | +295 | New |
| Harel Insurance Investments & Financial Services Ltd. | 297 | $81.0K | 0.00% | −15−4.8% | Reduced |
| Harbour Investments, Inc. | 301 | $82.1K | 0.00% | −3−1.0% | Reduced |
| Planning Capital Management Corp | 309 | $84.3K | 0.06% | −1−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $87.3K | 0.04% | +70+28.0% | Added |
| Washington Trust Advisors, Inc. | 321 | $87.6K | 0.01% | −160−33.3% | Reduced |
| State of Wyoming | 327 | $89.2K | 0.01% | +88+36.8% | Added |
| ICA Group Wealth Management, LLC | 356 | $97.1K | 0.02% | −43−10.8% | Reduced |
| Atlantic Trust, LLC | 370 | $100.9K | 0.03% | −2,087−84.9% | Reduced |
| Kelly Financial Services LLC | 383 | $104.5K | 0.04% | +100+35.3% | Added |
| Sandy Spring Bank | 389 | $106.1K | 0.00% | +169+76.8% | Added |
| Edmond de Rothschild Holding S.A. | 413 | $112.6K | 0.00% | +75+22.2% | Added |
| Jamison Private Wealth Management, Inc. | 432 | $117.8K | 0.02% | +60+16.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 436 | $118.9K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 455 | $124.1K | 0.02% | −3,086−87.2% | Reduced |
| HighMark Wealth Management LLC | 459 | $125.2K | 0.08% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 460 | $125.5K | 0.04% | −815−63.9% | Reduced |
| Covestor Ltd | 476 | $130.0K | 0.08% | +198+71.2% | Added |
| Global Retirement Partners, LLC | 477 | $130.1K | 0.00% | +64+15.5% | Added |
| Capital Analysts, LLC | 484 | $132.0K | 0.01% | +12+2.5% | Added |
| Alta Advisers Ltd | 500 | $136.4K | 0.07% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $136.4K | 0.03% | 00.0% | Unchanged |
| Allianz SE | 512 | $139.6K | 0.00% | +512 | New |
| EverSource Wealth Advisors, LLC | 622 | $152.2K | 0.01% | −99−13.7% | Reduced |
| Lindbrook Capital, LLC | 583 | $159.0K | 0.01% | +13+2.3% | Added |
| West Tower Group, LLC | 600 | $163.7K | 0.49% | +600 | New |
| Quent Capital, LLC | 619 | $168.8K | 0.02% | +22+3.7% | Added |
| GAMMA Investing LLC | 634 | $172.9K | 0.04% | +175+38.1% | Added |
| EntryPoint Capital, LLC | 701 | $191.2K | 0.17% | +701 | New |
| American National Bank | 727 | $198.3K | 0.03% | −11−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 740 | $201.8K | 0.01% | +740 | New |
| Warren Street Wealth Advisors, LLC | 741 | $202.2K | 0.10% | +741 | New |
| Opal Wealth Advisors, LLC | 742 | $202.4K | 0.07% | +742 | New |
| Sivia Capital Partners, LLC | 746 | $203.5K | 0.14% | −6−0.8% | Reduced |
| Palumbo Wealth Management LLC | 748 | $204.0K | 0.09% | +748 | New |
| Aaron Wealth Advisors | 751 | $204.8K | 0.03% | +751 | New |
| West Family Investments, Inc. | 754 | $205.7K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 766 | $207.0K | 0.01% | −10−1.3% | Reduced |
| Crescent Sterling, Ltd. | 761 | $207.6K | 0.19% | −18−2.3% | Reduced |
| Aurora Private Wealth, Inc. | 765 | $208.0K | 0.18% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 767 | $209.2K | 0.02% | −36−4.5% | Reduced |
| Keudell/Morrison Wealth Management | 773 | $210.8K | 0.06% | +773 | New |
| Brighton Jones LLC | 783 | $213.6K | 0.01% | −181−18.8% | Reduced |
| Umb Bank N A | 785 | $214.1K | 0.00% | +193+32.6% | Added |
| Lake Street Advisors Group, LLC | 786 | $214.3K | 0.01% | +52+7.1% | Added |
| Forum Financial Management, LP | 789 | $215.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 790 | $215.5K | 0.19% | +33+4.4% | Added |
| William Howard & Co Financial Advisors Inc | 800 | $218.0K | 0.20% | +800 | New |
| Concentric Wealth Management, LLC | 800 | $218.2K | 0.06% | −100−11.1% | Reduced |
| Park Place Capital Corp | 800 | $218.2K | 0.08% | −25−3.0% | Reduced |
| SkyOak Wealth, LLC | 800 | $218.2K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 805 | $219.6K | 0.01% | +805 | New |
| Marcum Wealth, LLC | 823 | $224.5K | 0.02% | +73+9.7% | Added |
| Stratos Wealth Partners, LTD. | 842 | $229.7K | 0.00% | +81+10.6% | Added |
| Paradigm Financial Partners, LLC | 843 | $229.9K | 0.05% | +22+2.7% | Added |
| Connecticut Wealth Management, LLC | 846 | $230.7K | 0.01% | +2+0.2% | Added |
| Modern Wealth Management, LLC | 848 | $231.3K | 0.02% | +40+5.0% | Added |
| Grey Street Capital, LLC | 866 | $236.2K | 0.03% | +866 | New |
| Salvus Wealth Management, LLC | 867 | $236.5K | 0.16% | +13+1.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 870 | $237.3K | 0.07% | 00.0% | Unchanged |