WDAYWorkday, Inc.
Workday is the enterprise AI platform for managing people, money, and agents. 10-K, Item 1
- Headquarters
- Pleasanton, CA
- CEO
- Aneel Bhusri
- Next results
- around Nov 24, 2026
Who owns WDAY
88% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 21.13M | $2.6B | 8.58% | Added +5.2% |
| First Eagle Investment Management, LLC | 17.65M | $2.2B | 7.17% | Added +132.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.22M | $1.6B | 5.37% | Reduced -4.4% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 12.68M | $1.6B | 5.15% | Added +19.0% |
| EAGLE CAPITAL MANAGEMENT LLC | 11.32M | $1.4B | 4.60% | Added +30.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.18M | $1.4B | 4.54% | Reduced -4.0% |
| STATE STREET CORP | 9.57M | $1.2B | 3.89% | Held |
| Invesco Ltd. | 8.14M | $997.1M | 3.31% | Added +5.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 5.90M | $721.7M | 2.40% | Added +14.4% |
| GOLDMAN SACHS GROUP INC | 4.62M | $566.0M | 1.88% | Added +17.2% |
| MORGAN STANLEY | 3.61M | $442.2M | 1.47% | Added +31.9% |
| FIL Ltd | 3.25M | $397.3M | 1.32% | Added +15.1% |
| CITIGROUP INC | 3.06M | $374.9M | 1.24% | Added +17.7% |
| Pictet Asset Management Holding SA | 2.82M | $345.2M | 1.14% | Added +0.6% |
| BANK OF AMERICA CORP /DE/ | 2.50M | $306.1M | 1.02% | Reduced -33.5% |
| UBS Group AG | 2.42M | $295.8M | 0.98% | Reduced -7.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.36M | $288.8M | 0.96% | Added +10.5% |
| GENERATION INVESTMENT MANAGEMENT LLP | 2.31M | $282.9M | 0.94% | Reduced -44.7% |
| LOOMIS SAYLES & CO L P | 2.30M | $281.0M | 0.93% | Added +10.4% |
| NORGES BANK | 2.20M | $269.0M | 0.89% | New |
| PZENA INVESTMENT MANAGEMENT LLC | 1.97M | $241.3M | 0.80% | New |
| NORTHERN TRUST CORP | 1.96M | $240.0M | 0.80% | Reduced -4.2% |
| JPMORGAN CHASE & CO | 1.70M | $210.5M | 0.69% | Added +2.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.69M | $206.3M | 0.68% | Added +4.9% |
| FIRST TRUST ADVISORS LP | 1.63M | $200.0M | 0.66% | Added +15.4% |
Bought the most shares
- First Eagle Investment Management, LLC +10.04M
- EAGLE CAPITAL MANAGEMENT LLC +2.62M
- NORGES BANK +2.20M, new
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC +2.02M
- PZENA INVESTMENT MANAGEMENT LLC +1.97M, new
- BlackRock, Inc. +1.05M
- MORGAN STANLEY +874K
- GEODE CAPITAL MANAGEMENT, LLC +742K
- Select Equity Group, L.P. +679K
- GOLDMAN SACHS GROUP INC +679K
Sold the most shares
- T. Rowe Price Investment Management, Inc. -2.07M
- BROWN ADVISORY INC -1.91M
- GENERATION INVESTMENT MANAGEMENT LLP -1.87M
- JANUS HENDERSON GROUP PLC -1.67M, sold out
- BANK OF AMERICA CORP /DE/ -1.26M
- Temasek Holdings (Private) Ltd -889K, sold out
- VAN ECK ASSOCIATES CORP -795K
- Vontobel Holding Ltd. -666K
- VANGUARD CAPITAL MANAGEMENT LLC -613K
- Swiss Life Asset Management Ltd -550K
Superinvestors holding WDAY 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| First Eagle First Eagle Investment Management | Jun 30, 2026 | 17.65M | $2.2B | 1.87% | Added +132.0% |
| Bill Nygren Harris Associates (Oakmark) | Jun 30, 2026 | 193K | $23.6M | 0.03% | Added ×17 |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about WDAY in the last year.
Work on WDAY in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/WDAY/export.csv") into a cell.