Who owns Workday (WDAY)
Which tracked institutional funds hold WDAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WDAY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
208 tracked funds added or opened WDAY while 291 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WDAY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WDAY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WDAY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 857 tracked filers holding WDAY, 465 increased or opened the position and 521 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WDAY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 58
- PZENA INVESTMENT MANAGEMENT LLC$241M
- FIRST MANHATTAN CO. LLC.$78M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$47M
- Junto Capital Management LP$45M
- Freestone Grove Partners LP$43M
- Governors Lane LP$23M
Full exits 107
- T. Rowe Price Investment Management, Inc.$271M
- JANUS HENDERSON GROUP PLC$217M
- Amundi$163M
- Pacer Advisors, Inc.$159M
- Temasek Holdings (Private) Ltd$116M
- Carmignac Gestion$59M
Largest adds
- BlackRock, Inc.$537M
- Invesco Ltd.$416M
- EAGLE CAPITAL MANAGEMENT LLC$255M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$168M
- First Eagle Investment Management, LLC$92M
- MORGAN STANLEY$87M
Largest trims
- GENERATION INVESTMENT MANAGEMENT LLP$260M
- BROWN ADVISORY INC$249M
- NORGES BANK$233M
- BANK OF AMERICA CORP /DE/$183M
- VANGUARD CAPITAL MANAGEMENT LLC$179M
- VANGUARD PORTFOLIO MANAGEMENT LLC$144M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 21,126,013 | $2.6B | 11.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 13,220,374 | $1.6B | 7.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 12,679,129 | $1.6B | 6.8% | 2026-Q2 |
| EAGLE CAPITAL MANAGEMENT LLC added | 11,323,681 | $1.4B | 6.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 11,176,693 | $1.4B | 6.0% | 2026-Q2 |
| STATE STREET CORP added | 9,570,551 | $1.2B | 5.1% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 8,824,517 | $1.1B | 4.7% | 2026-Q2 |
| Invesco Ltd. added | 8,144,776 | $997M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,904,641 | $722M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,623,081 | $566M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 3,612,552 | $442M | 1.9% | 2026-Q2 |
| FIL Ltd added | 3,245,541 | $397M | 1.7% | 2026-Q2 |
| CITIGROUP INC added | 3,062,575 | $375M | 1.6% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,819,408 | $345M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,500,641 | $306M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 2,416,516 | $296M | 1.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,359,481 | $289M | 1.3% | 2026-Q2 |
| GENERATION INVESTMENT MANAGEMENT LLP trimmed | 2,311,084 | $283M | 1.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 2,295,182 | $281M | 1.2% | 2026-Q2 |
| NORGES BANK added | 2,197,001 | $269M | 1.2% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC new | 1,971,270 | $241M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,960,214 | $240M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,703,189 | $210M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,685,179 | $206M | 0.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,633,601 | $200M | 0.9% | 2026-Q2 |
| Meritage Group LP added | 1,633,399 | $200M | 0.9% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,594,451 | $195M | 0.9% | 2026-Q2 |
| BARCLAYS PLC added | 1,550,364 | $190M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,505,071 | $184M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 1,494,974 | $183M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,484,751 | $182M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,447,926 | $177M | 0.8% | 2026-Q2 |
| Tidal Investments LLC added | 1,439,456 | $176M | 0.8% | 2026-Q2 |
| Select Equity Group, L.P. added | 1,331,948 | $163M | 0.7% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 1,198,691 | $147M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,192,400 | $146M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,144,281 | $140M | 0.6% | 2026-Q2 |
| FERNBRIDGE CAPITAL MANAGEMENT LP trimmed | 1,008,623 | $123M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,008,331 | $123M | 0.5% | 2026-Q2 |
| FMR LLC added | 991,605 | $121M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 891,869 | $109M | 0.5% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 813,848 | $98M | 0.4% | 2026-Q2 |
| BRISTOL JOHN W & CO INC /NY/ trimmed | 721,421 | $88M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 682,191 | $84M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 672,863 | $82M | 0.4% | 2026-Q2 |
| Mondrian Investment Partners LTD added | 652,660 | $80M | 0.4% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 639,339 | $78M | 0.3% | 2026-Q2 |
| Lead Edge Capital Management, LLC added | 623,867 | $76M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 601,868 | $74M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 593,800 | $73M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 574,826 | $70M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama added | 540,288 | $66M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 539,136 | $66M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 529,300 | $65M | 0.3% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 518,194 | $63M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 506,319 | $62M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 503,908 | $62M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 501,070 | $61M | 0.3% | 2026-Q2 |
| NZS Capital, LLC trimmed | 497,876 | $61M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 494,742 | $61M | 0.3% | 2026-Q2 |
| Invenomic Capital Management LP trimmed | 476,106 | $58M | 0.3% | 2026-Q2 |
| National Pension Service added | 460,512 | $56M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 457,085 | $56M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 435,851 | $53M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 401,293 | $49M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 391,943 | $48M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 384,866 | $47M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 375,703 | $46M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 368,961 | $45M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 368,138 | $45M | 0.2% | 2026-Q2 |
| Junto Capital Management LP added | 367,587 | $45M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 352,336 | $43M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 348,129 | $43M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 338,829 | $41M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 338,733 | $41M | 0.2% | 2026-Q2 |
| Douglas Lane & Associates, LLC added | 329,994 | $40M | 0.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 328,541 | $40M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 301,482 | $37M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 294,243 | $36M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 278,675 | $34M | 0.1% | 2026-Q2 |
| NATIXIS added | 271,206 | $33M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 263,543 | $32M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 253,167 | $33M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 236,325 | $29M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 235,810 | $29M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 231,234 | $28M | 0.1% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 228,680 | $28M | 0.1% | 2026-Q2 |
| NICHOLAS COMPANY, INC. trimmed | 217,130 | $27M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 216,916 | $27M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 216,778 | $27M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 215,827 | $26M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 215,190 | $26M | 0.1% | 2026-Q2 |
| Man Group plc added | 213,151 | $26M | 0.1% | 2026-Q2 |
| Empowered Funds, LLC added | 212,340 | $26M | 0.1% | 2026-Q2 |
| Keenan Capital, LLC trimmed | 211,241 | $26M | 0.1% | 2026-Q2 |
| Ardmore Road Asset Management LP added | 209,450 | $26M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 206,300 | $25M | 0.1% | 2026-Q2 |
| BANQUE PICTET & CIE SA added | 202,374 | $25M | 0.1% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab added | 198,876 | $24M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 198,613 | $24M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.