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All holdings

Workday

WDAY

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$1.1bn
Combined value at quarter end
Last quarter
2 bought
0 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$122.42
-5.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+9.3%Q3 ’24
+5.6%Q4 ’24
-9.5%Q1 ’25
+2.8%Q2 ’25
+0.3%Q3 ’25
-10.8%Q4 ’25
-39.5%Q1 ’26
-5.8%Q2 ’26
Q3 ’24: +9.3%; Q4 ’24: +5.6%; Q1 ’25: -9.5%; Q2 ’25: +2.8%; Q3 ’25: +0.3%; Q4 ’25: -10.8%; Q1 ’26: -39.5%; Q2 ’26: -5.8%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
3Q3 ’25
3Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 2; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Workday.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Workday
First Eagle Investment Management1.8%$1.1bn$1.1bnAdded +16%4 qtrs
Harris Associates (Oakmark)0.0%$23.6m$23.6mAdded +1552%27 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Workday
Bought or soldFiling
12 Oct 2026Garfield Mark S.Chief Accounting Officer▼ Sold918$189.45$174kForm 4
9 Oct 2026Duffield David A10% owner▼ Sold46,607$186.36$8.7mForm 4
9 Oct 2026Duffield David A10% owner▼ Sold14,228$188.19$2.7mForm 4
9 Oct 2026Duffield David A10% owner▼ Sold14,294$186.92$2.7mForm 4
9 Oct 2026Duffield David A10% owner▼ Sold12,732$189.36$2.4mForm 4
9 Oct 2026Duffield David A10% owner▼ Sold10,472$190.13$2.0mForm 4
9 Oct 2026Duffield David A10% owner▼ Sold1,502$190.96$287kForm 4
6 Oct 2026Duffield David A10% owner▼ Sold45,984$186.66$8.6mForm 4
6 Oct 2026Duffield David A10% owner▼ Sold19,534$188.64$3.7mForm 4
6 Oct 2026Duffield David A10% owner▼ Sold10,572$189.39$2.0mForm 4
6 Oct 2026Duffield David A10% owner▼ Sold10,284$185.86$1.9mForm 4
6 Oct 2026Duffield David A10% owner▼ Sold10,054$187.77$1.9mForm 4
6 Oct 2026Rowe ZaneChief Financial Officer▼ Sold2,800$186.45$522kForm 4
6 Oct 2026Duffield David A10% owner▼ Sold2,800$184.80$517kForm 4
6 Oct 2026Rowe ZaneChief Financial Officer▼ Sold1,100$188.41$207kForm 4
6 Oct 2026Kazmaier Gerrit SPresident, Prod. and Tech.▼ Sold1,029$186.32$192kForm 4
6 Oct 2026Rowe ZaneChief Financial Officer▼ Sold1,000$187.17$187kForm 4
6 Oct 2026Rowe ZaneChief Financial Officer▼ Sold800$189.25$151kForm 4
6 Oct 2026Kazmaier Gerrit SPresident, Prod. and Tech.▼ Sold500$189.49$95kForm 4
6 Oct 2026Kazmaier Gerrit SPresident, Prod. and Tech.▼ Sold500$188.43$94kForm 4

About the company

Sector
Technology · Services-Computer Processing & Data Preparation
Incorporated in
Delaware
Financial year ends
31 January
Shares outstanding
220m at 30 Nov 2018
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$469m2013
$1.2bn2015
$2.1bn2017
$3.6bn2019
$5.1bn2021
$7.3bn2023
$9.6bn2025
2013: $469m; 2014: $788m; 2015: $1.2bn; 2016: $1.6bn; 2017: $2.1bn; 2018: $2.8bn; 2019: $3.6bn; 2020: $4.3bn; 2021: $5.1bn; 2022: $6.2bn; 2023: $7.3bn; 2024: $8.4bn; 2025: $9.6bn
Workday revenue and net income by year
YearRevenueNet income
2025$9.6bn$693m
2024$8.4bn$526m
2023$7.3bn$1.4bn
2022$6.2bn−$367m
2021$5.1bn$29.0m
2020$4.3bn−$282m
2019$3.6bn−$481m
2018$2.8bn−$418m
2017$2.1bn−$321m
2016$1.6bn−$385m
2015$1.2bn−$275m
2014$788m−$248m
2013$469m−$173m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Workday, from their latest N-PORT filings.

Funds holding Workday
First Eagle Global FundFirst Eagle Investment Management1.3%$979m31 Jul 2026