Workday, Inc.: which funds bought and sold

Institutions that bought and sold Workday shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 470 institutions that filed 13F reports for both quarters added to or opened positions in Workday, and 473 cut or closed them. Together they added a net 15.2M shares, +7.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 12.1M shares (+22.1%); index fund managers were net buyers of 594K shares (+0.9%). 119 opened a new position and 147 sold out entirely.

Bought, Q2 2026 470 institutions, 119 of them new holders Sold, Q2 2026 473 institutions, 147 of them sold out

Net change, all compared +15.2M shares (+7.6%)

Net change, active managers +12.1M shares (+22.1%), 49 bought, 47 sold

Buyers versus sellers

institutions compared, 1,034

470 bought 91 473 sold

Active managers and hedge funds 49 bought · 47 sold · +12.1M

Index fund managers 6 bought · 6 sold · +594K

Other institutions 415 bought · 420 sold · +2.5M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+10.0M +132.0%	17.6M	$2.2B
Eagle Capital Management LLC Active manager	+2.6M +30.1%	11.3M	$1.4B
Hotchkis & Wiley Capital Management LLC Active manager	+2.0M +19.0%	12.7M	$1.6B
Pzena Investment Management LLC Active manager	+2.0M New position	2.0M	$241M
Blackrock, Inc. Index funds	+1.0M +5.2%	21.1M	$2.6B
Morgan Stanley	+874K +31.9%	3.6M	$442M
Geode Capital Management, LLC Index funds	+742K +14.4%	5.9M	$722M
Select Equity Group, L.P. Active manager	+679K +104.0%	1.3M	$163M
Goldman Sachs Group Inc	+679K +17.2%	4.6M	$566M
First Manhattan Co. Llc. Active manager	+639K New position	639K	$78.3M
Assenagon Asset Management S.A.	+630K +520.6%	751K	$92M
Price T Rowe Associates Inc Active manager	+536K +150.5%	892K	$109M
Nomura Asset Management Co Ltd	+521K +640.2%	602K	$73.7M
Capital Fund Management S.A. Hedge fund	+478K +1716.1%	506K	$62M
Citigroup Inc	+462K +17.7%	3.1M	$375M
Tidal Investments LLC	+437K +43.6%	1.4M	$176M
Fil Ltd Active manager	+427K +15.1%	3.2M	$397M
Barclays PLC	+402K +35.0%	1.6M	$190M
Invesco Ltd.	+393K +5.1%	8.1M	$997M
Susquehanna Fundamental Investments, LLC	+385K New position	385K	$47.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+10.0M +132.0%	17.6M	$2.2B
Eagle Capital Management LLC Active manager	+2.6M +30.1%	11.3M	$1.4B
Hotchkis & Wiley Capital Management LLC Active manager	+2.0M +19.0%	12.7M	$1.6B
Pzena Investment Management LLC Active manager	+2.0M New position	2.0M	$241M
Select Equity Group, L.P. Active manager	+679K +104.0%	1.3M	$163M
First Manhattan Co. Llc. Active manager	+639K New position	639K	$78.3M
Price T Rowe Associates Inc Active manager	+536K +150.5%	892K	$109M
Capital Fund Management S.A. Hedge fund	+478K +1716.1%	506K	$62M
Fil Ltd Active manager	+427K +15.1%	3.2M	$397M
Junto Capital Management LP Hedge fund	+368K New position	368K	$45M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−2.1M −99.3%	14K	$1.7M
Brown Advisory Inc Active manager	−1.9M −98.6%	27K	$3.3M
Generation Investment Management LLP Active manager	−1.9M −44.7%	2.3M	$283M
Bank Of America Corp	−1.3M −33.5%	2.5M	$306M
Temasek Holdings (Private) Ltd	−889K Sold out	0	—
Van Eck Associates Corp	−795K −95.7%	36K	$4.4M
Vontobel Holding Ltd.	−666K −95.7%	30K	$3.7M
Vanguard Capital Management LLC Index funds	−613K −4.4%	13.2M	$1.6B
Antipodes Partners Ltd Hedge fund	−466K −74.6%	159K	$19.4M
Vanguard Portfolio Management LLC Index funds	−461K −4.0%	11.2M	$1.4B
Carmignac Gestion Active manager	−458K Sold out	0	—
Holocene Advisors, LP Hedge fund	−423K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−411K −65.5%	217K	$26.5M
Bank Of Montreal	−404K −59.2%	279K	$34.1M
Federated Hermes, Inc. Active manager	−384K −70.1%	163K	$20M
Renaissance Technologies LLC Hedge fund	−376K −64.5%	206K	$25.3M
Manufacturers Life Insurance Company, The	−347K −17.9%	1.6M	$195M
Marshall Wace, LLP Hedge fund	−336K −97.0%	10K	$1.3M
Jacobs Levy Equity Management, Inc Active manager	−283K −80.0%	71K	$8.7M
Millennium Management LLC Hedge fund	−248K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−2.1M −99.3%	14K	$1.7M
Brown Advisory Inc Active manager	−1.9M −98.6%	27K	$3.3M
Generation Investment Management LLP Active manager	−1.9M −44.7%	2.3M	$283M
Antipodes Partners Ltd Hedge fund	−466K −74.6%	159K	$19.4M
Carmignac Gestion Active manager	−458K Sold out	0	—
Holocene Advisors, LP Hedge fund	−423K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−411K −65.5%	217K	$26.5M
Federated Hermes, Inc. Active manager	−384K −70.1%	163K	$20M
Renaissance Technologies LLC Hedge fund	−376K −64.5%	206K	$25.3M
Marshall Wace, LLP Hedge fund	−336K −97.0%	10K	$1.3M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Pzena Investment Management LLCActive manager	2.0M	$241M
First Manhattan Co. Llc.Active manager	639K	$78.3M
Susquehanna Fundamental Investments, LLC	385K	$47.1M
Junto Capital Management LPHedge fund	368K	$45M
Freestone Grove Partners LPHedge fund	352K	$43.1M
Governors Lane LPHedge fund	187K	$22.9M
Australiansuper Pty Ltd	144K	$17.7M
Railway Pension Investments Ltd	134K	$16.4M
Saba Capital Management, L.P.Hedge fund	131K	$16.1M
Sora Investors LLC	126K	$15.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Temasek Holdings (Private) Ltd	889K	$116M
Carmignac GestionActive manager	458K	$59.4M
Holocene Advisors, LPHedge fund	423K	$55M
Millennium Management LLCHedge fund	248K	$32.3M
No Street Gp LP	200K	$26M
Voloridge Investment Management, LLCHedge fund	187K	$24.3M
Alyeska Investment Group, L.P.Hedge fund	163K	$21.1M
Nearwater Capital Markets, Ltd	115K	$14.9M
Managed Asset Portfolios, LLC	100K	$13M
Advent International, L.P.	88K	$11.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 903
Ten largest holders: 53.2%
Index fund managers: 30.7%
Active managers and hedge funds: 30.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	49	47	17	17	+12.1M	+22.1%
Index fund managers	6	6	0	0	+594K	+0.9%
Other institutions	415	420	102	130	+2.5M	+3.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Workday.

Only managers that filed a holdings report for both quarters are compared (1,034 here). 35 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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