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WORKDAY INC

WDAY

Holders

2

Combined Value

$77.12M

Combined Shares

593,567

Current Price

$130.80

52W High

$249.85

vs 52W High

−47.6%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$104.30$164.08$223.87$283.65Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $223.56Q3 2024 · implied price $244.41Q4 2024 · implied price $258.03Q1 2025 · implied price $233.53Q2 2025 · implied price $240.00Q3 2025 · implied price $240.73Q4 2025 · implied price $214.78Q1 2026 · implied price $129.92Andreas Halvorsen - Viking Global Investors · bought 3,959,965 shares @ ~$223.56 · Q2 2024 (new position)Chase Coleman - Tiger Global Management · bought 1,880,237 shares @ ~$223.56 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 87,900 shares @ ~$223.56 · Q2 2024 (new position)Harris Associates (Oakmark Funds) · bought 29,172 shares @ ~$223.56 · Q2 2024 (new position)Daniel Loeb - Third Point · bought 300,000 shares @ ~$240.00 · Q2 2025 (new position)Jim Simons - Renaissance Technologies · bought 105,436 shares @ ~$240.00 · Q2 2025 (new position)Chase Coleman - Tiger Global Management · sold 880,237 shares @ ~$240.00 · Q2 2025Harris Associates (Oakmark Funds) · sold 18,064 shares @ ~$240.00 · Q2 2025Jim Simons - Renaissance Technologies · bought 581,900 shares @ ~$129.92 · Q1 2026 (new position)Harris Associates (Oakmark Funds) · bought 5,940 shares @ ~$129.92 · Q1 2026Chase Coleman - Tiger Global Management · sold 1,000,000 shares @ ~$214.78 · Q1 2026 (sold out)Stephen Mandel - Lone Pine Capital · bought 1,604,385 shares @ ~$244.41 · Q3 2024 (new position)Jim Simons - Renaissance Technologies · bought 205,700 shares @ ~$244.41 · Q3 2024Andreas Halvorsen - Viking Global Investors · sold 692,253 shares @ ~$244.41 · Q3 2024Harris Associates (Oakmark Funds) · sold 2,115 shares @ ~$244.41 · Q3 2024Daniel Loeb - Third Point · bought 500,000 shares @ ~$258.03 · Q4 2024 (new position)Andreas Halvorsen - Viking Global Investors · sold 3,267,712 shares @ ~$244.41 · Q4 2024 (sold out)Jim Simons - Renaissance Technologies · sold 293,600 shares @ ~$244.41 · Q4 2024 (sold out)Stephen Mandel - Lone Pine Capital · sold 60,921 shares @ ~$258.03 · Q4 2024Harris Associates (Oakmark Funds) · sold 1,560 shares @ ~$258.03 · Q4 2024Stephen Mandel - Lone Pine Capital · sold 1,543,464 shares @ ~$258.03 · Q1 2025 (sold out)Daniel Loeb - Third Point · sold 500,000 shares @ ~$258.03 · Q1 2025 (sold out)Harris Associates (Oakmark Funds) · sold 1,329 shares @ ~$233.53 · Q1 2025Harris Associates (Oakmark Funds) · bought 492 shares @ ~$240.73 · Q3 2025Daniel Loeb - Third Point · sold 300,000 shares @ ~$240.00 · Q3 2025 (sold out)Jim Simons - Renaissance Technologies · sold 68,336 shares @ ~$240.73 · Q3 2025Jim Simons - Renaissance Technologies · sold 37,100 shares @ ~$240.73 · Q4 2025 (sold out)Harris Associates (Oakmark Funds) · sold 869 shares @ ~$214.78 · Q4 2025BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$75.60M0.12%~$129.92+0.7%BUY Q1 2026Q1 2026
Harris Associates (Oakmark Funds)$1.52M0.00%~$176.51−25.9%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Chase Coleman - Tiger Global ManagementSOLD OUT−$214.78M~$214.78
Q1 2026Jim Simons - Renaissance TechnologiesNEW BUY+$75.60M~$129.92
Q1 2026Harris Associates (Oakmark Funds)BUY+$771.7K~$129.92
Q4 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$8.93M~$240.73
Q4 2025Harris Associates (Oakmark Funds)SELL−$186.6K~$214.78
Q3 2025Daniel Loeb - Third PointSOLD OUT−$72.00M~$240.00
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$16.45M~$240.73
Q3 2025Harris Associates (Oakmark Funds)BUY+$118.4K~$240.73
Q2 2025Chase Coleman - Tiger Global ManagementSELL−$211.26M~$240.00
Q2 2025Daniel Loeb - Third PointNEW BUY+$72.00M~$240.00
Q2 2025Jim Simons - Renaissance TechnologiesNEW BUY+$25.30M~$240.00
Q2 2025Harris Associates (Oakmark Funds)SELL−$4.34M~$240.00
Q1 2025Stephen Mandel - Lone Pine CapitalSOLD OUT−$398.26M~$258.03
Q1 2025Daniel Loeb - Third PointSOLD OUT−$129.01M~$258.03
Q1 2025Harris Associates (Oakmark Funds)SELL−$310.4K~$233.53
Q4 2024Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$798.66M~$244.41
Q4 2024Daniel Loeb - Third PointNEW BUY+$129.01M~$258.03
Q4 2024Jim Simons - Renaissance TechnologiesSOLD OUT−$71.76M~$244.41
Q4 2024Stephen Mandel - Lone Pine CapitalSELL−$15.72M~$258.03
Q4 2024Harris Associates (Oakmark Funds)SELL−$402.5K~$258.03
Q3 2024Stephen Mandel - Lone Pine CapitalNEW BUY+$392.13M~$244.41
Q3 2024Andreas Halvorsen - Viking Global InvestorsSELL−$169.19M~$244.41
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$50.28M~$244.41
Q3 2024Harris Associates (Oakmark Funds)SELL−$516.9K~$244.41
Q2 2024Andreas Halvorsen - Viking Global InvestorsNEW BUY+$885.29M~$223.56

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20262593,567-41.0%$77.12M$129.92
Q4 202521,005,727-3.6%$216.01M$214.78
Q3 202531,043,696-26.1%$251.25M$240.73
Q2 202541,411,540-25.9%$338.77M$240.00
Q1 202521,904,405-51.8%$444.74M$233.53
Q4 202443,949,198-44.2%$1.02B$258.03
Q3 202457,072,991+18.7%$1.73B$244.41
Q2 202445,957,274—$1.33B$223.56