WDAY
Workday, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +4.8% ·
flujo de acciones +4.9% ·
nuevas posiciones netas +4.5%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | +3 | 144.36M | $17.67B | +12 | −11 |
| Q1 2026 | 161 | -8 | 148.16M | $19.27B | +5 | −14 |
| Q4 2025 | 168 | 0 | 159.71M | $34.30B | +2 | −1 |
| Q3 2025 | 25 | 0 | 72.06M | $17.34B | +1 | −2 |
| Q2 2025 | 23 | +1 | 64.81M | $15.55B | +2 | −1 |
| Q1 2025 | 19 | -3 | 27.79M | $6.49B | n/a | −3 |
| Q4 2024 | 22 | -1 | 30.42M | $7.85B | +1 | −2 |
| Q3 2024 | 22 | +1 | 29.43M | $7.19B | +2 | −1 |
| Q2 2024 | 21 | n/a | 28.05M | $6.27B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 6.57M | +0.2% | $1.61B | 1.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Viking Global Investors ✦ | 3.27M | -17.5% | $798.66M | 2.9% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 2.87M | +2.8% | $698.29M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (pasivo) | 2.64M | -50.8% | $644.86M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 2.21M | +51.6% | $540.17M | 0.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Tiger Global Management ✦ | 1.88M | 0.0% | $459.55M | 2.0% | Held | 2 | SEC ↗ |
| 7 | Millennium Management ✦ | 1.84M | +41.1% | $450.44M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 8 | Lone Pine Capital ✦ | 1.60M | Nuevo | $392.13M | 2.9% | New | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 1.60M | +46.2% | $390.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 1.55M | +101.9% | $379.71M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Wellington Management ✦ | 958.44K | -14.8% | $234.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 12 | Two Sigma Investments ✦ | 724.34K | +780.4% | $177.03M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 504.83K | -1.7% | $123.39M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Capital World Investors ✦ | 350.97K | +0.6% | $85.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 293.60K | +234.0% | $71.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 272.95K | +1.9% | $66.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Fisher Asset Management ✦ | 126.89K | +0.6% | $31.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 99.38K | +9.2% | $24.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Harris Associates (Oakmark) ✦ | 27.06K | -7.2% | $6.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 17.55K | +1778.5% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 8.08K | -1.1% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Adage Capital Partners ✦ | 7.50K | Nuevo | $1.83M | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Lone Pine Capital | $392.13M | 2.9% |
| Adage Capital Partners | $1.83M | 0.0% |
Posición cerrada
| Point72 Asset Management | $41.38M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 930 tenedores, 195.40M acciones, $24.62B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 918 acc. · $173,915
10% owner · 14.23K acc. · $2.68M
10% owner · 1.50K acc. · $286,825
10% owner · 46.61K acc. · $8.69M
10% owner · 12.73K acc. · $2.41M
10% owner · 14.29K acc. · $2.67M
10% owner · 10.47K acc. · $1.99M
10% owner · 19.53K acc. · $3.68M
10% owner · 10.05K acc. · $1.89M
Officer · 800 acc. · $151,397
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología