WORKDAY INC-CLASS A (WDAY) Stock Institutional Trading Activity


WORKDAY INC-CLASS A (WDAY) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Polen Capital Management, Meritage Group, Eagle Capital Management, First Eagle U.S. Value, and Parnassus Endeavor Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Polen Capital ManagementSell-1,851,48910,782$2,315,815
Q4 2025Meritage GroupBuy123,2701,612,523$346,337,690
Q4 2025Eagle Capital ManagementSell-88,9347,575,368$1,627,037,542
Q3 2025Bares Capital ManagementBuy60,920593,755$142,934,641
Q3 2025Sequoia Financial AdvisorsBuy2,2665,638$1,357,186
Q3 2025Renaissance Technologies LLCSell-68,33637,100$8,931,083
Q3 2025Meritage GroupBuy206,8211,489,253$358,507,875
Q3 2025Polen Capital ManagementSell-1,709,6591,862,271$448,304,542
Q3 2025First Eagle U.S. ValueBuy2,310,6882,310,688$556,251,992
Q3 2025Parnassus Endeavor FundBuy371,5613,217,205$774,477,759
Q3 2025Eagle Capital ManagementBuy1,915,0697,664,302$1,845,027,357
Q2 2025Bares Capital ManagementSell-37,998532,835$127,880,400
Q2 2025Sequoia Financial AdvisorsSell-1603,372$809,238
Q2 2025Renaissance Technologies LLCSell-188,164105,436$25,304,640
Q2 2025Third PointSell-200,000300,000$72,000,000
Q2 2025Tiger Global ManagementSell-880,2371,000,000$240,000,000
Q2 2025Meritage GroupSell-8,7001,282,432$307,783,680
Q2 2025Parnassus Endeavor FundSell-150,7852,845,644$682,954,560
Q2 2025Polen Capital ManagementSell-372,5763,571,930$857,263,257
Q2 2025Eagle Capital ManagementBuy251,2945,749,233$1,379,815,811
Q1 2025Bares Capital ManagementSell-52,752570,833$133,306,630
Q1 2025Sequoia Financial AdvisorsBuy3393,532$824,778
Q1 2025Parnassus Endeavor FundBuy548,6942,996,429$699,756,064
Q1 2025Polen Capital ManagementSell-343,1173,944,506$921,160,370
Q1 2025Eagle Capital ManagementSell-13,1205,497,939$1,283,933,695
Q4 2024Bares Capital ManagementSell-28,547623,585$160,903,638
Q4 2024Sequoia Financial AdvisorsBuy6323,193$823,835
Q4 2024Third PointBuy500,000500,000$129,015,000
Q4 2024Lone Pine CapitalSell-60,9211,543,464$398,260,016
Q4 2024Parnassus Endeavor FundBuy2,078,0972,447,735$631,589,062

Frequently asked questions about WDAY activity

  • Which institutional owners are buying WDAY?

    Institutional owners buying WDAY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WDAY activity?

    "Buy" means an investor increased their reported position in WDAY compared to the prior reporting period. This reflects growing exposure to WORKDAY INC-CLASS A (WDAY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WDAY increasing?

    Institutional interest in WDAY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.