HolderBook

WORKDAY INC (WDAY)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

31
Reporting holders
$96.1M
Reported value
0.0%
Calls
0.0%
Puts
-901
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Douglas Lane & Associates, LLC$61.7M324,0880.83%12q-1.8%-$1.1M
SAPIENT CAPITAL LLC$20.2M106,0220.27%2q-50.3%-$20.4M
INSPIRION WEALTH ADVISORS, LLC$4.8M25,2050.55%9q-23.4%-$1.5M
Mirador Capital Partners LP$2.4M12,4320.28%32q-1.2%-$27.6K
Farther Finance Advisors, LLC$1.5M7,7570.01%16q+13.8%+$179.6K
GAMMA Investing LLC$1.2M6,1440.04%12q+41.0%+$340.5K
YHB Investment Advisors, Inc.$1.1M5,7040.07%10q-32.4%-$520.3K
Versant Capital Management, Inc$607.2K3,1880.05%14q+34.2%+$154.8K
Wedmont Private Capital$575.5K3,0640.01%13q+11.4%+$58.8K
BAKER TILLY WEALTH MANAGEMENT, LLC$341.1K1,7910.07%2q+5.5%+$17.7K
Trinity Financial Advisors LLC$318.4K1,6720.08%3q-16.3%-$61.9K
Valeo Financial Advisors, LLC$288.0K1,4120.01%newNEW
Avidian Wealth Enterprises, LLC$203.2K1,0670.01%newNEW
MassMutual Private Wealth & Trust, FSB$191.8K1,0070.01%20qHELD
Grove Bank & Trust$160.6K8430.02%15q-30.6%-$70.9K
Investors Research Corp$114.1K5990.02%4q+0.8%
Quintet Private Bank (Europe) S.A.$113.3K5950.00%16qHELD
AMERICAN NATIONAL BANK & TRUST$111.2K5840.01%17qHELD
ELEVATION WEALTH PARTNERS, LLC$91.6K4810.03%3q+21.8%+$16.4K
GK Wealth Management LLC$72.4K3800.04%newNEW
CoreCap Advisors, LLC$33.0K1730.00%11q+55.9%+$11.8K
Wealth Enhancement Trust Services, Inc.$21.0K1100.00%2q-61.8%-$33.9K
Roxbury Financial LLC$14.3K750.01%8qHELD
Mn Services Vermogensbeheer B.V.$11.7K61,4700.09%18qHELD
MJT & Associates Financial Advisory Group, Inc.$8.6K450.01%7q+80.0%+$3.8K
Lakehouse Capital Pty Ltd$8.3K43,7737.31%4q+77.9%+$3.7K
GoalVest Advisory LLC$7.6K400.00%newNEW
Byrne Asset Management LLC$6.2K330.00%14qHELD
Planning Strategies Inc.$5.0K260.00%2q+8.3%
Davis Capital Management$2.1K110.00%2qHELD
GILPIN WEALTH MANAGEMENT, LLC$1.9K100.00%newNEW
Paladin Partners, LLC$1.5K80.00%2qHELD
Noble Wealth Management PBC$95250.00%newNEW
CX Institutional$6783,5590.02%5q+5.8%
Polaris Financial Partners$4200.00%newFIRST

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-09-0413G/ABlackRock, Inc.10.0%
2026-08-1413GEagle Capital Management, LLC5.6%
2026-08-1213G/AHotchkis and Wiley Capital Management, LLC6.3%
2026-07-3013G/ABlackRock, Inc.9.7%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-012026-10-01Material agreement entered Material agreement terminatedfiling
2026-09-292026-09-29Exit or disposal costsfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-10-06Rowe ZaneChief Financial OfficerSold6,000$1.1M ×5
2026-10-05Enslin RobertPresident, CCOSold5,374$1.0M ×5
2026-07-07Rowe ZaneChief Financial OfficerSold6,000$862.2K ×3
2026-07-05Enslin RobertPresident, CCOSold5,374$725.0K ×8
2026-10-06Kazmaier Gerrit SPresident, Prod. and Tech.Sold2,729$511.1K ×5
2026-07-07Kazmaier Gerrit SPresident, Prod. and Tech.Sold2,728$391.8K ×3

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-09-23DUFFIELD DAVID A10% ownerSold99,613$19.1M ×6
2026-09-10DUFFIELD DAVID A10% ownerSold100,780$18.7M ×5
2026-09-28DUFFIELD DAVID A10% ownerSold98,971$18.7M ×9
2026-10-06DUFFIELD DAVID A10% ownerSold99,228$18.6M ×6
2026-09-15DUFFIELD DAVID A10% ownerSold96,545$18.6M ×5
2026-10-01DUFFIELD DAVID A10% ownerSold98,446$18.4M ×11

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202631$96.1M504,57161080.0%
Q2 2026932$29.2B223,274,3821353513246.5%
Q1 2026947$27.7B202,610,7461383453285.2%
Q4 20251,101$45.0B202,821,739963024763.2%
Q3 20251,110$50.9B199,964,8291303704425.5%
Q2 20251,148$48.4B193,853,7271124313943.9%
Q1 20251,154$46.7B194,571,9381184753552.7%
Q4 20241,134$52.7B195,627,8141164483234.3%
Q3 20241,084$47.5B184,917,0381324543185.1%
Q2 20241,043$44.0B185,200,6131054772935.8%
Q1 20241,075$55.8B195,790,1721114263314.5%
Q4 20231,058$55.4B192,249,0511393573354.2%
Q3 2023947$41.4B184,950,4851063502884.0%
Q2 2023908$42.4B182,130,7521153142903.1%
Q1 2023881$39.9B186,399,7941423222643.5%
Q4 2022815$32.2B178,782,720992582977.1%
Q3 2022786$30.8B187,082,6351112932417.4%
Q2 2022769$27.4B178,665,868832972579.0%
Q1 2022865$46.8B178,731,557983152808.6%
Q4 2021881$52.9B177,356,441913042388.4%
Q3 2021811$48.1B174,197,050943162059.4%
Q2 2021794$44.8B173,674,759723152167.4%
Q1 2021803$44.4B171,350,752982772614.1%
Q4 2020795$43.9B170,531,8141153021915.9%
Q3 2020703$36.7B164,513,681972522043.6%
Q2 2020666$31.2B161,946,3221542381752.9%
Q1 2020574$21.3B158,017,048822181813.2%
Q4 2019600$26.6B155,022,457802141684.0%
Q3 2019580$27.7B154,690,329772091825.2%
Q2 2019617$34.3B155,476,303852361886.8%
Q1 2019612$30.5B150,754,3981192271484.6%
Q4 2018534$25.9B155,194,995101464.3%