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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.42 B.
Top institutional holders include HOTCHKIS & WILEY and First Eagle Investment.
Notably, Al Gore has expressed high conviction in this stock, allocating 6.13% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $778.47 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 264.2%. Conversely, Cliff Asness reduced exposure by 46.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Workday, Inc. (WDAY)
Major holders include HOTCHKIS & WILEY ($1.45 B), First Eagle Investment ($931.88 M), Al Gore ($884.47 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 18.19 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $778.47 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited WDAY. The total reported sell value was $140.83 M.
Yes, 2 managers opened new positions in WDAY, and 4 increased their existing holdings. The total reported buy value was $919.3 M.
