WDAY
Workday, Inc. · Technology · Software - Application
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.8% ·
aandelenstroom +4.9% ·
netto nieuwe posities +4.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | +3 | 154.52M | $18.92B | +12 | −8 |
| 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 | — | −3 |
| Q4 2024 | 22 | -1 | 30.42M | $7.85B | +1 | −2 |
| Q3 2024 | 22 | +1 | 29.43M | $7.19B | +2 | −1 |
| Q2 2024 | 21 | — | 28.05M | $6.27B | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passief) | 2.87M | +2.8% | $698.29M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passief) | 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 | Nieuw | $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 | Nieuw | $1.83M | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Lone Pine Capital | $392.13M | 2.9% |
| Adage Capital Partners | $1.83M | 0.0% |
Verlaten
| Point72 Asset Management | $41.38M | was 0.1% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 930 houders, 195.40M aandelen, $24.62B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
10% owner · 10.57K aand · $2.00M
10% owner · 10.28K aand · $1.91M
Officer · 1.00K aand · $187,171
10% owner · 19.53K aand · $3.68M
Officer · 1.03K aand · $191,723
Officer · 500 aand · $94,217
10% owner · 45.98K aand · $8.58M
Officer · 2.80K aand · $522,066
Officer · 500 aand · $94,747
10% owner · 10.05K aand · $1.89M
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie