InvestorLens

WDAY — WORKDAY INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying WDAY?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
68
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 3 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their WDAY position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 3 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +5 tracked investors reported holding WDAY at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −Congressional disclosures lean toward selling (3 sales vs 1 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About WORKDAY INC (WDAY)

WORKDAY INC (WDAY) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $831M. Across recent filings, tracked investors recorded 8 new positions, 4 increased, 7 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in WDAY

48
/100
Mixed Activity
Added / Increased12
Reduced7
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track WDAY

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

WDAY Ownership Composition

How WORKDAY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
89% of tracked value
Institutions
5
tracked investors
Total Reported
$424.6M
combined 13F value
Types2
  • Multi-Strategy / Quant88.9%
  • Macro11.1%
Multi-Strategy / Quant(3)
88.9%
Macro(2)
11.1%

Tracked investors currently reporting WDAY

4 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    493.1K
    Value
    $60.4M
    % Portfolio
    0.02%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.3M
    Value
    $276.8M
    % Portfolio
    0.03%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    21.8K
    Value
    $2.7M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    362.8K
    Value
    $44.4M
    % Portfolio
    0.06%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    329.7K
    Value
    $40.4M
    % Portfolio
    0.04%

Previously held WDAY

These investors reported WDAY in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors3.3M$798.7MSep 30, 2024
Chase ColemanTiger Global Management1M$214.8MDec 31, 2025
Steve MandelLone Pine Capital1.5M$398.3MDec 31, 2024
Daniel LoebThird Point LLC300K$72MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold WDAY?
5 tracked institutional investors disclosed a position in WDAY (WORKDAY INC) in their most recent 13F filing.
Who is the largest institutional holder of WDAY?
Izzy Englander, Millennium Management, holds the largest disclosed position in WDAY, valued at $831M.
Did institutional ownership of WDAY increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 4 increased, 7 reduced, and 6 fully exited WDAY.
Where does this WDAY ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.