Guru Ownership Trend
Guru Analysis for Workday, Inc. (WDAY)
Workday, Inc. (WDAY), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.07 B.
Top institutional holders include HOTCHKIS & WILEY and First Eagle Investment.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $390.19 M net inflow during the quarter.
Recent activity highlights Richard Pzena who opened a new position. Conversely, Manning & Napier Group reduced exposure by 90.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Workday, Inc. (WDAY)
Major holders include HOTCHKIS & WILEY ($1.55 B), First Eagle Investment ($1.08 B), Al Gore ($282.92 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 26.58 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $390.19 M, with 10 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited WDAY. The total reported sell value was $276.02 M.
Yes, 4 managers opened new positions in WDAY, and 6 increased their existing holdings. The total reported buy value was $666.2 M.
