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 9 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 2024
Institutional positions in Workday, Inc. as of Sep 30, 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
- 1,082
- +49 vs. Q2 2024
- Shares held
- 184.4M
- +14.4M (+8.5%) vs. Q2 2024
- Total value
- $44.8B
- +$6.84B (+18.0%) vs. Q2 2024
- New holders
- 137
- 478 more added
- Sold out
- 88
- 327 more reduced
10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Workday, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spirepoint Private Client, LLC | 1,401 | $342.4K | 0.05% | −45−3.1% | Reduced |
| Pegasus Partners Ltd. | 1,381 | $337.5K | 0.03% | +316+29.7% | Added |
| Custom Index Systems, LLC | 1,371 | $335.1K | 0.18% | −482−26.0% | Reduced |
| Harmony Asset Management LLC | 1,367 | $334.1K | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,353 | $331.0K | 0.01% | +1,353 | New |
| Institute for Wealth Management, LLC. | 1,346 | $329.0K | 0.04% | +1,346 | New |
| Lido Advisors, LLC | 1,341 | $327.8K | 0.00% | +116+9.5% | Added |
| D.A. Davidson & Co. | 1,327 | $324.3K | 0.00% | +5+0.4% | Added |
| Blue Barn Wealth, LLC | 1,325 | $323.8K | 0.17% | +422+46.7% | Added |
| Simon Quick Advisors, LLC | 1,321 | $322.9K | 0.02% | +263+24.9% | Added |
| 180 Wealth Advisors, LLC | 1,319 | $322.4K | 0.05% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,308 | $319.6K | 0.01% | +295+29.1% | Added |
| Everhart Financial Group, Inc. | 1,306 | $319.2K | 0.07% | +1,306 | New |
| Venturi Wealth Management, LLC | 1,300 | $317.7K | 0.02% | −944−42.1% | Reduced |
| Synergy Financial Group, LTD | 1,300 | $317.7K | 0.30% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,300 | $317.7K | 0.02% | +1,300 | New |
| Chicago Partners Investment Group LLC | 1,298 | $314.2K | 0.01% | +25+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,284 | $313.8K | 0.04% | +77+6.4% | Added |
| Meitav Dash Investments Ltd | 1,205 | $313.6K | 0.01% | −160−11.7% | Reduced |
| TTP Investments, Inc. | 1,275 | $311.7K | 0.11% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,259 | $307.7K | 0.05% | +174+16.0% | Added |
| TKG Advisors, LLC | 1,258 | $307.5K | 0.15% | +20+1.6% | Added |
| TFG Advisers LLC | 1,258 | $307.5K | 0.11% | +1,258 | New |
| Moloney Securities Asset Management, LLC | 1,257 | $307.2K | 0.04% | +1,257 | New |
| Balentine LLC | 1,249 | $305.3K | 0.01% | +191+18.1% | Added |
| New Century Financial Group, LLC | 1,246 | $304.5K | 0.11% | +59+5.0% | Added |
| Simplicity Wealth,LLC | 1,240 | $303.1K | 0.03% | −2,916−70.2% | Reduced |
| Values First Advisors, Inc. | 1,239 | $302.8K | 0.16% | +2+0.2% | Added |
| Raleigh Capital Management Inc. | 1,228 | $300.0K | 0.12% | +63+5.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,225 | $299.4K | 0.04% | −431−26.0% | Reduced |
| Brighton Jones LLC | 1,213 | $296.4K | 0.01% | −47−3.7% | Reduced |
| Equitable Trust Co | 1,209 | $295.5K | 0.02% | +1,209 | New |
| Howard Bailey Securities, LLC | 1,207 | $295.0K | 0.11% | +1,207 | New |
| Van Cleef Asset Management,Inc | 1,200 | $293.3K | 0.03% | +1,200 | New |
| Nebula Research & Development LLC | 1,199 | $293.0K | 0.04% | −7,814−86.7% | Reduced |
| Fiduciary Family Office, LLC | 1,193 | $291.6K | 0.10% | −68−5.4% | Reduced |
| PDS Planning, Inc | 1,168 | $285.5K | 0.03% | +137+13.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,162 | $284.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,176 | $283.3K | 0.01% | −16−1.3% | Reduced |
| Richard W. Paul & Associates, LLC | 1,143 | $279.4K | 0.10% | −20−1.7% | Reduced |
| Keel Point, LLC | 1,143 | $279.4K | 0.02% | +156+15.8% | Added |
| Mutual Advisors, LLC | 1,177 | $278.7K | 0.01% | +8+0.7% | Added |
| SeaCrest Wealth Management, LLC | 1,136 | $277.6K | 0.03% | +29+2.6% | Added |
| Alpha Family Trust | 1,135 | $277.4K | 0.15% | 00.0% | Unchanged |
| Huntington National Bank | 1,130 | $276.2K | 0.00% | −91−7.5% | Reduced |
| Wedmont Private Capital | 1,171 | $275.7K | 0.02% | +60+5.4% | Added |
| Aspen Grove Capital, LLC | 1,124 | $274.7K | 0.06% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,121 | $274.0K | 0.02% | +149+15.3% | Added |
| Finivi Inc. | 1,118 | $273.3K | 0.22% | −16−1.4% | Reduced |
| Palumbo Wealth Management LLC | 1,115 | $272.5K | 0.11% | +120+12.1% | Added |
| Skopos Labs, Inc. | 1,100 | $268.9K | 0.09% | +174+18.8% | Added |
| Buckingham Strategic Partners | 1,092 | $266.9K | 0.01% | +121+12.5% | Added |
| Marex Group plc | 1,088 | $265.9K | 0.01% | −512−32.0% | Reduced |
| Summit Trail Advisors, LLC | 1,078 | $263.5K | 0.01% | +118+12.3% | Added |
| Guerra Pan Advisors, LLC | 1,076 | $263.0K | 0.21% | −100−8.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,069 | $261.3K | 0.00% | −1,312−55.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,067 | $260.8K | 0.10% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,064 | $260.1K | 0.05% | −16−1.5% | Reduced |
| Cohen Capital Management, Inc. | 1,061 | $259.3K | 0.04% | +1,061 | New |
| KRS Capital Management, LLC | 1,060 | $259.1K | 0.19% | −10−0.9% | Reduced |
| FDx Advisors, Inc. | 1,059 | $259.0K | 0.07% | −104−8.9% | Reduced |
| Prosperity Financial Group, Inc. | 1,057 | $258.3K | 0.15% | +34+3.3% | Added |
| Investment Advisory Group, LLC | 1,050 | $256.6K | 0.09% | +8+0.8% | Added |
| Claro Advisors LLC | 1,045 | $255.4K | 0.03% | +1,045 | New |
| Fiduciary Trust Co | 1,045 | $255.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,041 | $254.4K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 1,028 | $251.3K | 0.14% | −326−24.1% | Reduced |
| GAMMA Investing LLC | 1,021 | $249.5K | 0.02% | +327+47.1% | Added |
| Legacy Financial Advisors, Inc. | 1,020 | $249.3K | 0.04% | +21+2.1% | Added |
| Bayshore Asset Management, LLC | 1,016 | $248.3K | 0.11% | 00.0% | Unchanged |
| Perpetual Ltd | 1,004 | $245.4K | 0.00% | −525−34.3% | Reduced |
| Penserra Capital Management LLC | 1,004 | $245.0K | 0.01% | +11+1.1% | Added |
| Versor Investments LP | 1,000 | $244.4K | 0.04% | −6,958−87.4% | Reduced |
| Perfromance Wealth Partners, LLC | 1,000 | $244.4K | 0.01% | +1,000 | New |
| Allworth Financial LP | 996 | $243.4K | 0.00% | −32−3.1% | Reduced |
| Stillwater Capital Advisors, LLC | 993 | $242.7K | 0.03% | +993 | New |
| Meiji Yasuda Life Insurance Co | 993 | $242.7K | 0.00% | −619−38.4% | Reduced |
| Keudell/Morrison Wealth Management | 987 | $241.2K | 0.07% | +987 | New |
| Fullcircle Wealth LLC | 1,022 | $240.1K | 0.11% | +8+0.8% | Added |
| Baader Bank INC | 1,028 | $238.8K | 0.02% | +1,028 | New |
| Lantz Financial LLC | 973 | $237.8K | 0.06% | +973 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 971 | $237.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 984 | $235.6K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 963 | $235.4K | 0.03% | −19,084−95.2% | Reduced |
| Umb Bank N A | 956 | $233.7K | 0.00% | +54+6.0% | Added |
| Sigma Planning Corp | 954 | $233.2K | 0.01% | +954 | New |
| Claret Asset Management Corp | 949 | $232.0K | 0.04% | +5+0.5% | Added |
| Opal Wealth Advisors, LLC | 946 | $231.2K | 0.07% | +47+5.2% | Added |
| LifePro Asset Management | 944 | $230.7K | 0.14% | +944 | New |
| Sage Mountain Advisors LLC | 932 | $227.8K | 0.02% | +932 | New |
| Marcum Wealth, LLC | 925 | $226.1K | 0.02% | +925 | New |
| Sunbelt Securities, Inc. | 916 | $223.9K | 0.02% | +2+0.2% | Added |
| Smartleaf Asset Management LLC | 918 | $223.6K | 0.03% | +505+122.3% | Added |
| Select Asset Management & Trust | 902 | $220.0K | 0.08% | −31−3.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 900 | $220.0K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 900 | $220.0K | 0.01% | −218−19.5% | Reduced |
| a16z Perennial Management, L.P. | 896 | $219.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 893 | $218.3K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 887 | $216.8K | 0.04% | +887 | New |
| Quadrant Capital Group LLC | 885 | $216.3K | 0.02% | −2−0.2% | Reduced |