WDAY Stock Ownership Activity

WORKDAY INC-CLASS A 13F holders

5 value investing gurus have made changes to the WORKDAY INC-CLASS A (WDAY) position according to the gurus' latest SEC quarterly report(s). WDAY has been completely sold out by 2 guru(s), the number of WDAY shares has been increased by 3 super investor(s).

Which gurus or hedge funds are buying WDAY now?

According to the latest SEC filing(s) WORKDAY INC-CLASS A (WDAY) has been bought by 3 gurus: Ravenel Boykin Curry IV - Eagle Capital Management (added shares +14.94%), Brian Bares - Bares Capital Management (added shares +11.43%) and Nathaniel Simons - Meritage Group (added shares +0.65%).

To see more about who is investing in WORKDAY INC-CLASS A (WDAY), please go to the WDAY ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (4 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+14.94%
+1,131,638
+0.49%
3.79%
Nathaniel Simons
Meritage Group
+0.65%
+10,499
+0.05%
7.96%
David M. Polen
Polen Capital Management
-100.00%
-10,782
-0.02%
0.00%
Chase Coleman III
Tiger Global Management
-100.00%
-1,000,000
-0.94%
0.00%
Current price: $146.90 13.07% AVG reported price*: $129.92
2025 Q4 (3 results)
Nathaniel Simons
Meritage Group
+8.28%
+123,270
+0.82%
10.77%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.16%
-88,934
-0.06%
5.07%
David M. Polen
Polen Capital Management
-99.42%
-1,851,489
-1.70%
0.00%
Current price: $146.90 31.60% AVG reported price*: $214.78
2025 Q3 (5 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+33.31%
+1,915,069
+1.47%
5.87%
Nathaniel Simons
Meritage Group
+16.13%
+206,821
+1.42%
10.24%
Brian Bares
Bares Capital Management
+11.43%
+60,920
+1.35%
13.19%
David M. Polen
Polen Capital Management
-47.86%
-1,709,659
-1.34%
1.46%
Daniel Loeb
Third Point
-100.00%
-300,000
-0.86%
0.00%
Current price: $146.90 38.98% AVG reported price*: $240.73
2025 Q2 (6 results)
Daniel Loeb
Third Point
buy
+300,000
+0.95%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
+4.57%
+251,294
+0.20%
4.55%
Nathaniel Simons
Meritage Group
-0.67%
-8,700
-0.06%
8.43%
Brian Bares
Bares Capital Management
-6.66%
-37,998
-0.89%
12.41%
David M. Polen
Polen Capital Management
-9.45%
-372,576
-0.27%
2.63%
Chase Coleman III
Tiger Global Management
-46.82%
-880,237
-0.62%
0.70%
Current price: $146.90 38.79% AVG reported price*: $240.00
2025 Q1 (5 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-0.24%
-13,120
-0.01%
4.68%
David M. Polen
Polen Capital Management
-8.00%
-343,117
-0.25%
2.89%
Brian Bares
Bares Capital Management
-8.46%
-52,752
-1.45%
15.65%
Daniel Loeb
Third Point
-100.00%
-500,000
-2.03%
0.00%
Stephen Mandel
Lone Pine Capital
-100.00%
-1,543,464
-3.49%
0.00%
Current price: $146.90 37.10% AVG reported price*: $233.53
2024 Q4 (6 results)
Daniel Loeb
Third Point
buy
+500,000
+1.74%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
+38.78%
+1,539,964
+1.45%
5.18%
Stephen Mandel
Lone Pine Capital
-3.80%
-60,921
-0.12%
0.00%
Brian Bares
Bares Capital Management
-4.38%
-28,547
-0.66%
14.48%
David M. Polen
Polen Capital Management
-10.72%
-514,903
-0.36%
2.99%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-3,267,712
-2.58%
0.00%
Current price: $146.90 43.07% AVG reported price*: $258.03
2024 Q3 (6 results)
Stephen Mandel
Lone Pine Capital
buy
+1,604,385
+2.93%
2.93%
David M. Polen
Polen Capital Management
+40.06%
+1,373,625
+0.87%
3.03%
Ravenel Boykin Curry IV
Eagle Capital Management
+36.21%
+1,055,729
+0.96%
3.61%
Nathaniel Simons
Meritage Group
+0.21%
+2,735
+0.02%
7.37%
Ole Andreas Halvorsen
Viking Global Investors
-17.48%
-692,253
-0.62%
0.00%
Brian Bares
Bares Capital Management
-43.57%
-503,543
-11.20%
14.51%
Current price: $146.90 39.90% AVG reported price*: $244.41
2024 Q2 (6 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+2,915,366
+2.42%
2.42%
Brian Bares
Bares Capital Management
+2.73%
+30,719
+0.33%
12.43%
Nathaniel Simons
Meritage Group
+0.86%
+11,038
+0.06%
7.32%
David M. Polen
Polen Capital Management
-6.88%
-253,205
-0.14%
1.92%
Ole Andreas Halvorsen
Viking Global Investors
-25.12%
-1,328,621
-1.14%
3.40%
Stephen Mandel
Lone Pine Capital
-100.00%
-1,414,824
-3.13%
0.00%
Current price: $146.90 34.29% AVG reported price*: $223.56
2024 Q1 (6 results)
Ole Andreas Halvorsen
Viking Global Investors
+28.78%
+1,181,863
+1.20%
5.37%
Nathaniel Simons
Meritage Group
+27.55%
+275,883
+1.77%
8.21%
David M. Polen
Polen Capital Management
-2.30%
-86,687
-0.05%
2.32%
Chase Coleman III
Tiger Global Management
-5.10%
-101,000
-0.15%
2.80%
Stephen Mandel
Lone Pine Capital
-8.60%
-133,046
-0.29%
0.00%
Brian Bares
Bares Capital Management
-16.58%
-223,511
-2.42%
12.18%
Current price: $146.90 46.14% AVG reported price*: $272.75
47 of 144

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.