# Workday (WDAY): value investors who own it | moatshark

2 value investors held Workday in their Q3 2026 13F, led by First Eagle Investment Management, Harris Associates (Oakmark).

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Eagle Investment Management | 1.8% | $1.1bn | Added +16% | 4 |
| Harris Associates (Oakmark) | 0.0% | $23.6m | Added +1552% | 27 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-12 | Garfield Mark S. | Chief Accounting Officer | Sold | 918 | $174k |
| 2026-10-09 | DUFFIELD DAVID A | 10% owner | Sold | 46607 | $8.7m |
| 2026-10-09 | DUFFIELD DAVID A | 10% owner | Sold | 14228 | $2.7m |
| 2026-10-09 | DUFFIELD DAVID A | 10% owner | Sold | 14294 | $2.7m |
| 2026-10-09 | DUFFIELD DAVID A | 10% owner | Sold | 12732 | $2.4m |
| 2026-10-09 | DUFFIELD DAVID A | 10% owner | Sold | 10472 | $2.0m |
| 2026-10-09 | DUFFIELD DAVID A | 10% owner | Sold | 1502 | $287k |
| 2026-10-06 | DUFFIELD DAVID A | 10% owner | Sold | 45984 | $8.6m |
| 2026-10-06 | DUFFIELD DAVID A | 10% owner | Sold | 19534 | $3.7m |
| 2026-10-06 | DUFFIELD DAVID A | 10% owner | Sold | 10572 | $2.0m |
| 2026-10-06 | DUFFIELD DAVID A | 10% owner | Sold | 10284 | $1.9m |
| 2026-10-06 | DUFFIELD DAVID A | 10% owner | Sold | 10054 | $1.9m |
| 2026-10-06 | Rowe Zane | Chief Financial Officer | Sold | 2800 | $522k |
| 2026-10-06 | DUFFIELD DAVID A | 10% owner | Sold | 2800 | $517k |
| 2026-10-06 | Rowe Zane | Chief Financial Officer | Sold | 1100 | $207k |
| 2026-10-06 | Kazmaier Gerrit S | President, Prod. and Tech. | Sold | 1029 | $192k |
| 2026-10-06 | Rowe Zane | Chief Financial Officer | Sold | 1000 | $187k |
| 2026-10-06 | Rowe Zane | Chief Financial Officer | Sold | 800 | $151k |
| 2026-10-06 | Kazmaier Gerrit S | President, Prod. and Tech. | Sold | 500 | $95k |
| 2026-10-06 | Kazmaier Gerrit S | President, Prod. and Tech. | Sold | 500 | $94k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| First Eagle Global Fund | First Eagle Investment Management | 1.3% | $979m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/wday). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.