Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow
During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc.
Workday Inc. (WDAY)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | First Eagle Investment Management Jean-Marie Eveillard | 8,824,517 | $1,080,297,413 | +16% | 1.8% |
| 2. | Antipodes Partners Jacob Mitchell | 158,768 | $19,436,379 | -75% | 0.36% |
| 3. | 44,900 | $5,496,658 | -36% | 0.02% | |
| 4. | 37,700 | $4,615,234 | +19% | 0.02% | |
| 5. | Walleye Capital Will England | 29,575 | $3,620,572 | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $142.19 | 918 | $130,530.42 | 73,718 | 2026-07-10 | Filing | |
| $138.98 | 100 | $13,898.00 | 105,049 | 2026-07-09 | Filing | |
| $138.34 | 20,710 | $2,865,048.32 | 105,149 | 2026-07-09 | Filing | |
| $137.19 | 39,133 | $5,368,777.58 | 125,859 | 2026-07-09 | Filing | |
| $136.41 | 27,858 | $3,800,143.21 | 164,992 | 2026-07-09 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,062,575 | $374,920,432 | 0.12% | |
| 2. | 2,819,408 | $345,176,277 | 0.33% | |
| 3. | 1,198,691 | $146,743,752 | 0.13% | |
| 4. | 1,192,400 | $145,973,666 | 0.02% | |
| 5. | 813,848 | $97,816,391 | 0.08% |
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Workday, Inc. (NASDAQ:WDAY) Q1 2027 Earnings Call Transcript
Operator: Ladies and gentlemen, welcome to Workday's first Quarter Fiscal Year 37 Earnings Call. At this time, all participants are in a listen-only mode.
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