Follow-The-Filings

Security

WDAY

Workday Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 1 new 4 exits max 8.0% (Chris James - Meritage Gr...)

grid → activity → earnings →
owners 18
max % 8.0%
tracked value $12.2B
qoq N 1 A 9 R 5 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Chris James - Meritage Group LP 2026 Q1 8.0% Add -2.81 pp 1,623,022 $211M hist
First Eagle Investment Management, LLC 2026 Q1 1.3% — 7,608,713 $989M hist
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 1.1% Add +0.28 pp 37,898 $4.9B hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 581,900 $76M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 25,009,288 $5.4B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.05 pp 2,089,600 $449M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.02 pp 346,470 $45M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.02 pp 69,144 $9M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.02 pp 116,014 $15M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 337,039 $44M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 248,428 $32M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.03 pp 223,291 $29M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 32,142 $4M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 12,353 $3M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 19,604 $3M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Add 0.00 pp 11,667 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 3,331 $433 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 108 $14 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.8% Exit -0.76 pp 965,117 $207M hist
Chase Coleman - Tiger Global Management LLC exited 2026 Q1 last 2025 Q4 0.7% Exit -0.72 pp 1,000,000 $215M hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 10,782 $2M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,600 $773 hist

18 current · 4 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
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8-K 5.07 Filing Doc
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Updated 11 minutes 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
Gross profit — — — —
Gross margin — — — —
Net income -$366.75M $1.38B $526M $693M
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 $333M
Cash from financing $1.2B -$268M -$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