AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched
Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc.
Workday Inc. (WDAY)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eagle Capital Management Boykin Curry | 11,323,681 | $1,386,245,000 | +31% | 4.23% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 8,824,517 | $1,080,297,413 | +16% | 1.77% |
| 3. | Generation Investment Management David Blood And Al Gore | 2,311,084 | $282,922,903 | -45% | 2.75% |
| 4. | Pzena Investment Management Richard S. Pzena | 1,971,270 | $241,322,874 | 0.71% | |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,505,071 | $184,250,792 | +26% | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $241.23 | 2,641 | $637,082.88 | 20,222 | 2023-08-29 | Filing | |
| $240.58 | 4,436 | $1,067,212.88 | 17,581 | 2023-08-29 | Filing | |
| $239.38 | 899 | $215,204.24 | 13,145 | 2023-08-29 | Filing | |
| $238.28 | 600 | $142,966.02 | 12,246 | 2023-08-29 | Filing | |
| $236.25 | 100 | $23,625.00 | 11,646 | 2023-08-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $193.62 | 1,875 | $363,039.38 | 105,049 | 2026-09-23 | Filing | |
| $192.84 | 24,934 | $4,808,282.53 | 106,924 | 2026-09-23 | Filing | |
| $192.10 | 63,855 | $12,266,475.26 | 131,858 | 2026-09-23 | Filing | |
| $190.95 | 4,849 | $925,914.13 | 195,713 | 2026-09-23 | Filing | |
| $189.69 | 1,776 | $336,890.51 | 200,562 | 2026-09-23 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,126,013 | $2,586,246,502 | 0.04% | |
| 2. | 13,220,374 | $1,618,438,185 | 0.03% | |
| 3. | 12,679,129 | $1,552,178,972 | 4.52% | |
| 4. | 11,176,693 | $1,368,250,757 | 0.06% | |
| 5. | 9,570,551 | $1,171,626,853 | 0.03% |
News See All
Workday (WDAY)'s AI Push is Easing Investor Fears, but its Own Guidance Tells a More Cautious Story
Workday, Inc. (NASDAQ:WDAY) reported fiscal second-quarter revenue of $2.65 billion, up nearly 13% year over year and above the $2.64 billion analysts expected, Reuters reported, citing LSEG data.
Jim Cramer Thinks This Struggling Stock Could See A "Big Earnings Acceleration"
Human resources and financial software provider Workday, Inc. (NASDAQ:WDAY)'s shares are down by more than 10% over the past year and by more than 3% year-to-date.
Workday Crushed Every Estimate. An Analyst Downgraded It Anyway.
Workday recently announced results for the second-quarter of fiscal 2027, beating estimates and pulling in numbers that would normally warrant an upgrade from analysts.
Workday (WDAY): Pioneering the Future of Enterprise Resource Planning
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here.
Workday Stock (WDAY) Jumps 7% on Strong Financial Results
The company’s subscriptions are growing.
Workday (WDAY) Says AI Drove 25% of New Annual Contract Value. Why Did Total Subscription Backlog Grow Only 8%?
Workday, Inc. (NASDAQ:WDAY) is beginning to show that artificial intelligence can generate measurable contract activity.
Options Volatility and Implied Earnings Moves Today, August 27, 2026
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Polymarket Odds: Will MRVL, RBRK, WDAY Beat Earnings Tomorrow?
On Thursday, August 27, Marvell ($MRVL), Rubrik ($RBRK), and Workday ($WDAY) will report their earnings. All three companies will publish their res...
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