Workday Inc-class A (WDAY) — Institutional Holders Breakdown (Q2 2026)

WDAY ranks #529 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

WDAY is a top-conviction position for Fernbridge Capital Management LP — at 9.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in WDAY belongs to BlackRock, Inc., but the position matters far more to Fernbridge Capital Management LP, who has 9.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Goldman Sachs Group Inc has added to its WDAY position for two straight quarters, increasing it by $376.6M to reach $668.6M today.

BlackRock has trimmed its WDAY position for two straight quarters, cutting it by $1.7B while still holding $2.6B.

WDAY is down 3.6% today, but institutions show net buying of $6.0B this quarter — a divergence between today's price move and the underlying institutional flow.

WDAY posted net income of $1.3B over the trailing twelve months, and currently trades at a P/E of 42.3.

• Profitable — net income of $1.3B over the trailing twelve months
• Revenue grew 13.3% year over year
• Net income improved year over year, from $583.0M to $1.3B
• Generated $2.9B in positive operating cash flow
• Current ratio of 1.32x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.32x equity — within a conventional range