Follow-The-Filings

Security · featured owners

WDAY Workday Inc.

Information Technology CL A Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 7.7%
  • $1.6B
  • 1 new 4 add

WDAY (Workday Inc.) is held in 5 featured 13F books as of 2026 Q2. Chris James - Meritage Group is the largest tracked holder by portfolio weight (7.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.7% (Chris James - Meritage Group) · not free-float ownership

  1. Chris James add 7.7%
  2. First Eagle Investment Manage... add 1.8%
  3. Arnold Van Den Berg add 1.3%
  4. Richard Pzena new 0.71%
  5. Bill Nygren / Oakmark add 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Eagle Investment Management 2026 Q2 1.8% Add +16.0% 8,824,517 $1.1B history
Richard Pzena - Pzena Investment Management 2026 Q2 0.71% New 0.71% 1,971,270 $241M history
Chris James - Meritage Group 2026 Q2 7.7% Add +0.6% 1,633,399 $200M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.03% Add +1552.2% 192,764 $24M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 1.3% Add +28.9% 48,837 $6M history

5 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 4 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Sep 10, 2026 Filing Doc
4 Period Sep 4, 2026 Filing Doc
4 Period Sep 5, 2026 · 3 forms Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Jul 10, 2026 Filing Doc
4 Period Jul 9, 2026 Filing Doc
4 Period Jul 5, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 5, 2026 · 5 forms Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period Jun 25, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 17, 2026 Filing Doc
4 Period Jun 16, 2026 · 6 forms Filing Doc

Updated about 13 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $6.22B $7.26B $8.45B $9.55B
Net income -$0.367B $1.38B $0.526B $0.693B
Net margin * -5.9% 19.0% 6.2% 7.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $8.11B $9.94B $10.54B $8.43B
Total non-current assets * $5.38B $6.51B $7.43B $9.64B
Total assets $13.49B $16.45B $17.98B $18.07B
Total current liabilities $4.63B $5.06B $5.55B $6.38B
Total non-current liabilities * $3.27B $3.32B $3.4B $3.89B
Total equity $5.59B $8.08B $9.03B $7.8B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.66B $2.15B $2.46B $2.94B
Cash from investing -$2.51B -$1.75B -$1.78B $0.333B
Cash from financing $1.2B -$0.268B -$1.15B -$3.32B
Net change in cash $354.5M $129M -$470M -$45M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders