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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.06 B.
Top institutional holders include HOTCHKIS & WILEY and First Eagle Investment.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $483.91 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 98.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Workday, Inc. (WDAY)
Major holders include HOTCHKIS & WILEY ($1.38 B), First Eagle Investment ($988.52 M), Al Gore ($543.31 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 23.39 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $483.91 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 4 fully exited WDAY. The total reported sell value was $542.43 M.
Yes, 1 managers opened new positions in WDAY, and 5 increased their existing holdings. The total reported buy value was $1.03 B.
