← Dashboard
Stock
WDAY
Workday, Inc.Information TechnologyApplication SoftwareLatest close $1476 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
6
27 funds tracked
Ever held
16
Current + past
New this quarter
1
Exited this quarter
3
Marquee-fund ownership over time
Aug 14, 2013Nov 14, 2019May 15, 2023May 15, 2026
Now
6
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $212 | $147 | -31% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $223 | $147 | -34% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $223 | $147 | -34% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $223 | $147 | -34% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $223 | $147 | -34% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $223 | $147 | -34% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Tiger Global | Q4 2019 | Q2 2026 | → $125 | -24% |
| Bridgewater Associates | Q1 2020 | Q2 2026 | → $125 | -36% |
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $125 | -13% |
| Third Point 2× in & out | Q3 2025 | Q4 2025 | → $231 | +4% |
| Lone Pine Capital 3× in & out | Q4 2024 | Q2 2025 | → $275 | +1% |
| Viking Global Investors 5× in & out | Q2 2023 | Q1 2025 | → $258 | +39% |
| D1 Capital Partners 2× in & out | Q2 2024 | Q4 2024 | → $271 | +8% |
| Maverick Capital 4× in & out | Q3 2024 | Q4 2024 | → $271 | +22% |
| Coatue Management 3× in & out | Q3 2022 | Q1 2023 | → $190 | +6% |
| Duquesne Family Office 5× in & out | Q2 2022 | Q1 2023 | → $190 | +8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Workday, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
5
Filings · last 90d
25
Total on file
620
Recent SEC buffer
Most recent
Jun 9, 2026
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001928908-26-000010Jun 9, 2026
- Form 40002060774-26-000010Jun 9, 2026
- Form 40001444158-26-000013Jun 9, 2026
- Form 40000938071-26-000029Jun 8, 2026
- Form 40000938071-26-000027Jun 3, 2026
- Form 40001787944-26-000008May 7, 2026
- Form 40001928908-26-000008May 7, 2026
- Form 40002060774-26-000008May 7, 2026
- Form 40001602315-26-000011May 7, 2026
- Form 40001444158-26-000011May 7, 2026
- Form 40001602315-26-000008Apr 14, 2026
- Form 40000938071-26-000024Apr 13, 2026
- Form 40002060774-26-000006Apr 7, 2026
- Form 40001602315-26-000006Apr 7, 2026
- Form 40001196579-26-000008Apr 7, 2026
Showing 15 of 620 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · Workday, Inc.Annual figures sourced directly from Workday, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$9.55B
FY2026+13% YoY
Net income
$693M
FY2026+32% YoY
EPS (diluted)
$2.59
FY2026+33% YoY
Free cash flow(?)
$2.78B
FY2026+27% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Workday, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 22, 2026
- 8-KMaterial eventMay 21, 2026
- DEF 14AProxy statementMay 5, 2026
- 8-KMaterial eventApr 24, 2026
- 8-KMaterial eventMar 6, 2026
- 10-KAnnual reportMar 6, 2026
- 8-KMaterial eventFeb 24, 2026
- 8-KMaterial eventFeb 9, 2026
- 8-KMaterial eventFeb 4, 2026
- 10-QQuarterly reportNov 26, 2025
- 8-KMaterial eventNov 25, 2025
- 8-KMaterial eventSep 17, 2025
- 8-KMaterial eventSep 16, 2025
- 10-QQuarterly reportAug 22, 2025
- 8-KMaterial eventAug 21, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $119 | $129 | +9% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $143 | $125 | -13% |
| Citadel Advisors | Q4 2025 | open | $231 | $129 | -44% |
| Third Point | Q3 2025 | Q4 2025 | $222 | $231 | +4% |
| Renaissance Technologies | Q3 2025 | Q1 2026 | $223 | $144 | -35% |
| Third Point | Q1 2025 | Q2 2025 | $258 | $275 | +6% |
| Lone Pine Capital | Q4 2024 | Q2 2025 | $271 | $275 | +1% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $223 | $222 | -0% |
| Two Sigma Investments | Q3 2024 | open | $223 | $129 | -42% |
| D.E. Shaw | Q3 2024 | open | $223 | $129 | -42% |
| AQR Capital Management | Q3 2024 | open | $223 | $129 | -42% |
| Millennium Management | Q3 2024 | open | $223 | $129 | -42% |
| Maverick Capital | Q3 2024 | Q4 2024 | $223 | $271 | +22% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $223 | $271 | +22% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $212 | $260 | +23% |
| D1 Capital Partners | Q2 2024 | Q4 2024 | $251 | $271 | +8% |
| Viking Global Investors | Q2 2023 | Q1 2025 | $185 | $258 | +39% |
| D1 Capital Partners | Q4 2022 | Q2 2023 | $153 | $185 | +21% |
| Coatue Management | Q3 2022 | Q1 2023 | $180 | $190 | +6% |
| Duquesne Family Office | Q2 2022 | Q1 2023 | $176 | $190 | +8% |
| Viking Global Investors | Q1 2022 | Q4 2022 | $233 | $153 | -34% |
| Maverick Capital | Q3 2021 | Q2 2024 | $233 | $251 | +8% |
| Lone Pine Capital | Q2 2021 | Q3 2024 | $225 | $223 | -1% |
| Maverick Capital | Q4 2020 | Q2 2021 | $225 | $229 | +2% |
| Viking Global Investors | Q2 2020 | Q2 2021 | $154 | $229 | +49% |
| Bridgewater Associates | Q1 2020 | Q2 2026 | $195 | $125 | -36% |
| Tiger Global | Q4 2019 | Q2 2026 | $165 | $125 | -24% |
| Maverick Capital | Q4 2019 | Q3 2020 | $165 | $182 | +10% |
| Coatue Management | Q1 2019 | Q2 2020 | $189 | $154 | -18% |
| Duquesne Family Office | Q2 2017 | Q2 2021 | $96 | $229 | +140% |
| Duquesne Family Office | Q4 2016 | Q1 2017 | $81 | $86 | +7% |
| Duquesne Family Office | Q2 2016 | Q3 2016 | $72 | $84 | +16% |
| Viking Global Investors | Q2 2014 | Q4 2014 | $71 | $95 | +35% |
| Coatue Management | Q1 2014 | Q3 2014 | $97 | $87 | -11% |
| Viking Global Investors | Q4 2013 | Q1 2014 | $74 | $97 | +30% |
| Lone Pine Capital | Q3 2013 | Q2 2015 | $74 | $90 | +22% |
| Duquesne Family Office | Q3 2013 | Q1 2016 | $74 | $51 | -32% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.