13FPulse
WD

WDAY WORKDAY INC-CLASS A

2026Q2 · CUSIP 98138H101 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
888
Institutions that reported holding it to the SEC
Net decrease in holders
47
Last quarter 935 → now 888
How unusual is that
Bottom 20%
Stronger than only 2% of US stocks
What the filings say, in one paragraph

888 funds held WDAY at the end of 2026Q2, down 47 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $10.2B(YoY +13.4%), the P/E is 40.7x, return on equity is 19.4%. WDAY has had 28 buying rushes in its history, and the price moved +4.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=221 2013Q4: holders=278 2014Q1: holders=304 2014Q2: holders=281 2014Q3: holders=283 2014Q4: holders=299 2015Q1: holders=286 2015Q2: holders=299 2015Q3: holders=286 2015Q4: holders=297 2016Q1: holders=280 2016Q2: holders=287 2016Q3: holders=303 2016Q4: holders=286 2017Q1: holders=306 2017Q2: holders=327 2017Q3: holders=353 2017Q4: holders=386 2018Q1: holders=429 2018Q2: holders=438 2018Q3: holders=456 2018Q4: holders=513 2019Q1: holders=596 2019Q2: holders=600 2019Q3: holders=571 2019Q4: holders=582 2020Q1: holders=562 2020Q2: holders=645 2020Q3: holders=686 2020Q4: holders=771 2021Q1: holders=778 2021Q2: holders=778 2021Q3: holders=789 2021Q4: holders=866 2022Q1: holders=856 2022Q2: holders=758 2022Q3: holders=775 2022Q4: holders=795 2023Q1: holders=859 2023Q2: holders=888 2023Q3: holders=926 2023Q4: holders=1041 2024Q1: holders=1058 2024Q2: holders=1033 2024Q3: holders=1069 2024Q4: holders=1125 2025Q1: holders=1140 2025Q2: holders=1128 2025Q3: holders=1089 2025Q4: holders=1087 2026Q1: holders=935 2026Q2: holders=888 -152 -76 +0 +76 +152 1986981197 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 20% -11.5% -15.9%
2024Q4 Top 10% -9.1% +5.8%
2024Q3 Top 10% -2.5% -1.1%
2024Q1 Top 20% -11.2% -9.8%
2023Q4 Top 5% -11.1% -14.8%
2023Q3 Top 5% +15.1% +30.2%
2023Q2 Top 10% -7.3% +0.9%
2023Q1 Top 1% in the market +18.3% +19.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
316
Change in large funds
+19
Total value they hold
$25.5B
Funds buying for the first time
134
Funds that sold out entirely
181
Price change that quarter
+55.9%
Funds holding puts (bearish)
30
Funds holding calls (bullish)
31

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
40.7
EPS (TTM)
$4.94
EPS YoY
+129.8%
Revenue (TTM)
$10.2B
Revenue YoY
+13.4%
Net margin
12.3%
ROE
19.4%
Debt ratio
59.3%
FCF (TTM)
$2.8B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-31: EPS 0.17 2022-01-31: EPS -0.27 2022-04-30: EPS -0.41 2022-07-31: EPS -0.25 2022-10-31: EPS -0.29 2023-01-31: EPS -0.49 2023-04-30: EPS 0.00 2023-07-31: EPS 0.30 2023-10-31: EPS 0.43 2024-01-31: EPS 4.48 2024-04-30: EPS 0.40 2024-07-31: EPS 0.49 2024-10-31: EPS 0.72 2025-01-31: EPS 0.34 2025-04-30: EPS 0.25 2025-07-31: EPS 0.84 2025-10-31: EPS 0.94 2026-01-31: EPS 0.56 2026-04-30: EPS 0.87 2026-07-31: EPS 2.57 0B 1.3B 2.6B $B -0.54 2.19 4.93 2016201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 52 34 613 1193 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-23M597M1.2B 20162017201820192020202120222023202420252026
Latest quarter $616M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.