Guru Ownership Over Time
Guru Analysis for Workday, Inc. (WDAY)
Workday, Inc. (WDAY), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.18 B.
Top institutional holders include HOTCHKIS & WILEY and Al Gore.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.31 B net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 131.8%. Conversely, Joel Greenblatt reduced exposure by 82.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.35% | Add 47.5% | 5,842,491 | $1.41 B | Q3 2025 | |
| 4.92% | Add 50.4% | 3,087,395 | $743.23 M | Q3 2025 | |
| 1.01% | New Buy | 2,310,688 | $556.25 M | Q3 2025 | |
| 0.98% | Add 131.8% | 1,040,435 | $250.46 M | Q3 2025 | |
| 0.74% | 1,000,000 | $240.73 M | Q3 2025 | ||
| 0.10% | Reduce -1.6% | 664,247 | $159.9 M | Q3 2025 | |
| 1.59% | Reduce -2.3% | 503,573 | $124.73 M | Q3 2025 | |
| 0.01% | Reduce -64.8% | 37,100 | $8.93 M | Q3 2025 | |
| 0.00% | Reduce -10.8% | 34,330 | $8.26 M | Q3 2025 | |
| 0.02% | Add 50.2% | 18,187 | $4.38 M | Q3 2025 | |
| 1.05% | Add 0.9% | 17,360 | $4.18 M | Q3 2025 | |
| 0.00% | Reduce -82.4% | 1,096 | $263,840 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Workday, Inc. (WDAY)
Top Guru holders include HOTCHKIS & WILEY ($1.41 B), Al Gore ($743.23 M), First Eagle Investment ($556.25 M). Collectively, tracked Gurus hold 14.56 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $1.31 B, with 6 Gurus buying and 7 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 2 Gurus sold out of WDAY completely. Total sell value was $97.22 M.
Yes, 1 Gurus opened new positions in WDAY, and 5 added to their existing holdings. Total buy value was $1.4 B.