Stocklore

Workday, Inc. (WDAY)

Software · US stock

What changed in recent filings

  • Institutions — 7 new · 1 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyJan 31, 2026 → Jul 31, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Workday, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 11
2019 Q1 · 62019 Q2 · 52019 Q3 · 62019 Q4 · 82020 Q1 · 92020 Q2 · 72020 Q3 · 102020 Q4 · 102021 Q1 · 72021 Q2 · 72021 Q3 · 82021 Q4 · 92022 Q1 · 112022 Q2 · 102022 Q3 · 102022 Q4 · 72023 Q1 · 82023 Q2 · 72023 Q3 · 82023 Q4 · 82024 Q1 · 72024 Q2 · 82024 Q3 · 72024 Q4 · 52025 Q1 · 42025 Q2 · 62025 Q3 · 42025 Q4 · 62026 Q1 · 22026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 6 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Workday, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.13% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater AssociatesNew this quarter0.01% of portfolio · since 2026 Q2
  • Tudor Investment CorpNew this quarter0.01% of portfolio · since 2026 Q2
  • Pzena Investment Management0.71% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.04% of portfolio · held as of 2026 Q2 or earlier
  • Generation Investment Management2.75% of portfolio · held as of 2026 Q2 or earlier
  • GQG Partnersunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)0.03% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A cloud SaaS company for human-capital management (HCM) and financial management. Centered on large-enterprise customers, it maintains high renewal rates and stable ARR.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

Workday, Inc. is classified under the Software sector. See peers below.

Workday, Inc. key financials

Based on SEC filings · as of Jul 31, 2026

8.9%
0.46x
as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

Workday, Inc. vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
13.3%vs benchmark 21.1%↓ below
Operating margin
11.8%vs benchmark 4.9%↑ above
Net margin
12.3%vs benchmark 10.1%↑ above
ROE
8.9%vs benchmark 4.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Workday, Inc.

Per SEC N-PORT · 2026-04-30 · by weight · factual

RSPInvesco S&P 500 Equal Weight ETF
0.17%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
0.14%
QQQMInvesco NASDAQ 100 ETF
0.14%
QQQInvesco QQQ Trust, Series 1
0.11%
VUGVANGUARD GROWTH INDEX FUND
0.09%
SPY
0.04%
VOOVANGUARD 500 INDEX FUND
0.04%
IVViShares Core S&P 500 ETF
0.04%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%

WDAY on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full WDAY analysis →

Peers · Software

WDAY FAQ

What is Workday, Inc. (WDAY)?

A cloud SaaS company for human-capital management (HCM) and financial management. Centered on large-enterprise customers, it maintains high renewal rates and stable ARR.

What sector is Workday, Inc. in?

Workday, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are Workday, Inc.'s key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 13.3%, Operating margin 11.8%, Net margin 12.3%, ROE 8.9%, Debt-to-equity 0.46x. Definitions and interpretation are available on Stocklore.

Where can I analyze Workday, Inc. (WDAY) stock?

On Stocklore you can see WDAY's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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