NASDAQ · Technology

WORKDAY INC WDAY

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations.

EDP Services

Company profile

Business mix

  • The company offers a suite of financial management applications to maintain accounting information.
  • It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend.
  • In addition, the company offers planning applications.
  • The company serves the professional and business services, financial services, healthcare, manufacturing, media, education, government, technology, media, retail, and hospitality industries.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 44.93 FCF 8.34% Buyback 1.89%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eagle Capital Management 3.8% $1.1B 2026-03-31
First Eagle legacy Jean-Marie Eveillard 1.3% $988.5M 2026-03-31
Baillie Gifford legacy James Anderson 0.2% $177.7M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 4 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $1.4B Estimated from net added shares
Reduction amount $1.3B Estimated from net reduced shares
Net share change / base shares +38.8% +4,945,059 / 12,749,420
Tiger Global Management Chase Coleman 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$214.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,000,000 Last 3 periods -1,000,000 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 131.8% 13F value change +$142.7M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -7.2% 13F value change -$43.2M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$207.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 448,874 Last 3 periods -448,874 (-100.0%) Total shares 0 Value $0
Eagle Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 33.3% 13F value change +$465.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.2% 13F value change -$218.0M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 14.9% 13F value change -$495.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,749,233 Last 3 periods +2,957,773 (+51.4%) Total shares 8,707,006 Value $1.1B
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
New Shares - 13F value change +$556.3M
13F 2025-12-31 Filed 2026-02-04
Major increase Shares 87.8% 13F value change +$375.6M
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 75.4% 13F value change +$56.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 3 periods +7,608,713 (New) Total shares 7,608,713 Value $988.5M
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -4.8% 13F value change -$17.6M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -4.2% 13F value change -$53.4M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -6.6% 13F value change -$136.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,606,807 Last 3 periods -238,829 (-14.9%) Total shares 1,367,978 Value $177.7M
Polen Capital Management 3 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -9.4% 13F value change -$63.9M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -47.9% 13F value change -$409.0M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -99.4% 13F value change -$446.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-12
Base shares 3,944,506 Last 3 periods -3,933,724 (-99.7%) Total shares 10,782 Value $2.3M
Third Point Dan Loeb 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$72.0M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$72.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.