We are live on ! Find out more
WDAY icon

Workday

898 hedge funds and large institutions have $41B invested in Workday in 2023 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 339 increasing their positions, 290 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 90

17% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 290

9% more capital invested

Capital invested by funds: $37.5B → $41B (+$3.49B)

3% more funds holding

Funds holding: 869898 (+29)

0.59% less ownership

Funds ownership: 89.11%88.52% (-0.59%)

12% less funds holding in top 10

Funds holding in top 10: 4237 (-5)

19% less call options, than puts

Call options by funds: $580M | Put options by funds: $718M

Holders
898
Holders Change
+29
Holders Change %
+3.34%
% of All Funds
14.1%
Holding in Top 10
37
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.9%
% of All Funds
0.58%
New
127
Increased
339
Reduced
290
Closed
90
Calls
$580M
Puts
$718M
Net Calls
-$138M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
801
West Oak Capital
California
$31.6K
C
802
Covestor
United Kingdom
$31K -$1K -5 -3%
SF
803
Safeguard Financial
Wisconsin
$31K +$28K +140 New
WTC
804
WhitTier Trust Company
Nevada
$30.3K +$4.41K +22 +20%
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.6K
BIA
806
Bell Investment Advisors
California
$29.4K -$1.4K -7 -5%
CCA
807
Column Capital Advisors
Indiana
$29.4K
QL
808
Quarry LP
New York
$29.4K +$26K +130 New
ME
809
McIlrath & Eck
Washington
$28.2K -$2K -10 -7%
SIS
810
Strategic Investment Solutions
Illinois
$26.3K
IFAM
811
Institutional & Family Asset Management
Colorado
$25.5K -$601 -3 -3%
CCA
812
Catalyst Capital Advisors
New York
$25.3K -$1.4K -7 -6%
FAM
813
Fred Alger Management
New York
$25.1K -$62.8M -313,515 -100%
AP
814
Arlington Partners
Alabama
$24.4K +$21.6K +108 New
FMP
815
Financial Management Professionals
Texas
$23K
PCFFS
816
Pacific Center for Financial Services
California
$22.6K
UCB
817
United Community Bank
South Carolina
$22.6K
NA
818
NewEdge Advisors
Louisiana
$22.1K +$601 +3 +3%
TCOV
819
Trust Company of Vermont
Vermont
$21.5K
CPG
820
Cornerstone Planning Group
New Jersey
$20.1K +$17.8K +89 New
GM
821
GeoWealth Management
Illinois
$20K -$401 -2 -2%
TPCW
822
TD Private Client Wealth
New York
$19.9K
WWP
823
WR Wealth Planners
Missouri
$19.7K
CAC
824
Core Alternative Capital
Georgia
$18.7K +$200 +1 +1%
SIC
825
Salem Investment Counselors
North Carolina
$18.1K

WDAY Hedge Fund Activity: Q2 2023 in Review

898 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q2 2023, worth a combined $41B — up 9.3% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WDAY positions and 90 closed out — a net gain of 37 holders — while 339 added to existing stakes and 290 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $776M. The largest seller was Lone Pine Capital, cutting an estimated $338M.

  • 898 institutional investors held Workday (WDAY) as of Q2 2023, up from 869 in Q1 2023.
  • Funds reported $41B of Workday stock for Q2 2023, up 9.3% quarter-over-quarter.
  • 127 funds opened new Workday positions in Q2 2023 and 90 closed out, a net change of +37 holders.
  • The largest Workday buyer in Q2 2023 was Polen Capital Management, an estimated $776M added.
  • The largest Workday seller in Q2 2023 was Lone Pine Capital, an estimated $338M sold.

Based on aggregated 13F filings for Q2 2023.