Workday, Inc. 13F holders
Of the 44 funds followed here, 11 reported a position in Workday, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 5.9 million shares worth $721.7 million, 0.0% of its reported book. New this quarter: Bridgewater Associates. Sold out: Alyeska.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 5,904,641 | $721.7 million | 0.0% | +741,855 | added | 30 June 2026 | 13F |
| Citadel Advisors | 2,261,136 | $276.8 million | 0.0% | +183,297 | added | 30 June 2026 | 13F |
| Norges Bank | 2,197,001 | $269.0 million | 0.0% | held | 30 June 2026 | 13F | |
| Baillie Gifford | 1,198,691 | $146.7 million | 0.1% | -169,287 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 991,605 | $121.4 million | 0.0% | +207,443 | added | 30 June 2026 | 13F |
| Millennium Management | 493,100 | $60.4 million | 0.0% | -449,028 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 329,700 | $40.4 million | 0.0% | -64,800 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 206,300 | $25.3 million | 0.0% | -375,600 | trimmed | 30 June 2026 | 13F |
| Harris Associates | 192,764 | $23.6 million | 0.0% | +181,097 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 149,173 | $18.3 million | 0.0% | -112,475 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 21,774 | $2.7 million | 0.0% | +21,774 | new | 30 June 2026 | 13F |
| Alyeska | 0 | $0 | 0.0% | -162,685 | exited | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 4 September 2026 | 13G/A | BlackRock, Inc. and 1 other | 19.7 million | 10.0% | 31 August 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G | Eagle Capital Management, LLC and 1 other | 11.3 million | 5.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 August 2026 | 13G/A | Hotchkis and Wiley Capital Management, LLC and 1 other | 12.7 million | 6.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 19.6 million | 9.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G | Hotchkis and Wiley Capital Management, LLC and 1 other | 10.7 million | 5.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 11.7 million | 5.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 15.9 million | 7.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G/A | David A. Duffield and 1 other | 49.4 million | 19.0% | 31 December 2025 | passive, other (13d-1(d)) | EDGAR |
| 30 January 2026 | 13G/A | The Vanguard Group and 1 other | 25.0 million | 11.7% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 6 October 2025 | 13G/A | The Vanguard Group and 1 other | 21.8 million | 10.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 2,573 | $204.72 | SEC |
| 28 August 2026 | 1,940 | $193.57 | SEC |
| 19 August 2026 | 132 | $190.64 | SEC |
| 17 August 2026 | 119,241 | $198.68 | SEC |
| 14 August 2026 | 2,374 | $206.45 | SEC |
| 13 August 2026 | 1 | $175.29 | SEC |
| 12 August 2026 | 43,276 | $181.27 | SEC |
| 10 August 2026 | 507 | $179.64 | SEC |
| 6 August 2026 | 1,842 | $170.64 | SEC |
| 4 August 2026 | 13,922 | $165.05 | SEC |
| 3 August 2026 | 63,002 | $160.34 | SEC |
| 31 July 2026 | 364 | $158.11 | SEC |
| 30 July 2026 | 240 | $168.01 | SEC |
| 29 July 2026 | 1,626 | $159.69 | SEC |
| 28 July 2026 | 2,967 | $147.54 | SEC |
| 24 July 2026 | 100 | $127.87 | SEC |
| 23 July 2026 | 100 | $132.42 | SEC |
| 22 July 2026 | 885 | $141.17 | SEC |
| 20 July 2026 | 900 | $144.78 | SEC |
| 17 July 2026 | 1 | $145.43 | SEC |
| 16 July 2026 | 100,125 | $141.82 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 119,241 on 17 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to WDAY by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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