William Blair Says Buy Workday Stock (WDAY), Sees High Takeover Value
William Blair analyst Patrick McIlwee has reaffirmed his Buy rating on Workday ($WDAY). On Thursday, WDAY stock rallied by about 18% to $206.45 per...
Workday Inc. (WDAY)
Market is closed
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% | 1.8% |
| 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 |
|---|---|---|---|---|---|---|
| $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:
| 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 | $1,171,626,853 | 0.03% |
News See All
Workday Stock (WDAY) Rallies on Potential Takeover Rumors
Workday ($WDAY) shares surged more than 20% on Thursday after Reuters reported that private equity giant Silver Lake is in talks to buy the HR and ...
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 (WDAY) Faces an AI Threat. Is the Investment Case Broken?
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here.
Atlassian’s 35% Rally Raises a Bigger Question: Is AI Really Killing SaaS Stocks?
Atlassian Corporation ($TEAM), the maker of Jira, Confluence, and other workplace software, delivered a strong fiscal fourth quarter that challenge...
Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
BlackRock's 30 Most Important AI Stocks Right Now
During the first week of June, BlackRock shared a report highlighting how AI and expanding resource constraints are redefining investment opportunities.
7 Worst Cloud Stocks To Buy According to Short Sellers
Cloud computing remains one of the most important pillars of today’s economy, powering everything from enterprise software and storage to e-commerce, digital services, and artificial intelligence workloads...
Workday (WDAY) Slid Over AI Risk
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here.
“AI Loser” Narrative Pressured Workday (WDAY) in Q1
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here.