WDAY Workday, Inc.
Workday, Inc. (WDAY) Institutional Ownership
What the institutions did with WDAY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Only 9 managers reported a position this quarter, so the percentages above describe a very small sample.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Lakehouse Capital Pty Ltd | 43.8K | 81.8% |
| CX Institutional | 3.6K | 6.7% |
| Versant Capital Management, Inc | 3.2K | 6.0% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1.8K | 3.3% |
| MassMutual Private Wealth & Trust, FSB | 1.0K | 1.9% |
| Roxbury Financial LLC | 75 | 0.1% |
| GoalVest Advisory LLC | 40 | 0.1% |
| Planning Strategies Inc. | 26 | 0.0% |
| Polaris Financial Partners | 20 | 0.0% |
| Noble Wealth Management PBC | 5 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Lakehouse Capital Pty Ltd | Increased | 24.6K | 43.8K | +19.2K |
| Versant Capital Management, Inc | Increased | 2.4K | 3.2K | +813 |
| CX Institutional | Increased | 3.4K | 3.6K | +195 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 1.7K | 1.8K | +93 |
| GoalVest Advisory LLC | New | 0 | 40 | +40 |
| Noble Wealth Management PBC | New | 0 | 5 | +5 |
| MassMutual Private Wealth & Trust, FSB | Increased | 1.0K | 1.0K | +3 |
| Planning Strategies Inc. | Increased | 24 | 26 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.