Workday

WDAY

Market cap $33.4B

WDAY Hedge Fund Activity: Q1 2026 in Review

935 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Workday (WDAY) for Q1 2026, worth a combined $26.2B — down 39% from $43B a quarter earlier.

Sellers outnumbered buyers: 283 funds closed out of WDAY and 147 opened new positions — a net loss of 136 holders — while 333 trimmed existing stakes and 353 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $619M. The largest seller was Janus Henderson Group, cutting an estimated $531M.

• 935 institutional investors held Workday (WDAY) as of Q1 2026, down from 1,094 in Q4 2025.
• Funds reported $26.2B of Workday stock for Q1 2026, down 39% quarter-over-quarter.
• 147 funds opened new Workday positions in Q1 2026 and 283 closed out, a net change of -136 holders.
• The largest Workday buyer in Q1 2026 was Hotchkis & Wiley Capital Management, an estimated $619M added.
• The largest Workday seller in Q1 2026 was Janus Henderson Group, an estimated $531M sold.

Based on aggregated 13F filings for Q1 2026.