WDAY
Workday, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +1.8% · nuevas posiciones netas -4.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| 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 | The Vanguard Group ✦ (pasivo) | 21.80M | +3.2% | $5.25B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 19.64M | +4.6% | $4.73B | 0.1% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (pasivo) | 9.67M | +0.8% | $2.33B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 5.02M | +1.3% | $1.20B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 3.19M | n/a | $768.22M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 6 | JPMorgan Chase ✦ | 2.96M | n/a | $713.73M | 0.0% | n/c | 1 | SEC ↗ ×36 |
| 7 | Goldman Sachs Group ✦ | 1.67M | n/a | $402.53M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 8 | Baillie Gifford ✦ | 1.53M | -4.8% | $368.06M | 0.3% | ▼ Trim | 6 | SEC ↗ ×4 |
| 9 | Fidelity (FMR) ✦ | 1.19M | +3.5% | $285.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Arrowstreet Capital ✦ | 1.11M | +28.4% | $266.69M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 1.04M | +131.8% | $250.46M | 1.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Tiger Global Management ✦ | 1.00M | 0.0% | $240.73M | 0.7% | Held | 6 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 718.39K | +1.3% | $172.94M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 664.25K | -1.6% | $159.90M | 0.1% | ▼ Trim | 6 | SEC ↗ ×7 |
| 15 | Citadel Advisors ✦ | 277.93K | Nuevo | $66.91M | 0.1% | New | 1 | SEC ↗ ×2 |
| 16 | Marshall Wace ✦ | 153.43K | -13.6% | $36.93M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 17 | Adage Capital Partners ✦ | 146.60K | -12.9% | $35.29M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 95.69K | -17.6% | $23.03M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | Wellington Management ✦ | 53.35K | -88.6% | $12.84M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 20 | Two Sigma Investments ✦ | 40.67K | -84.1% | $9.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 37.10K | -64.8% | $8.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 34.33K | -10.8% | $8.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Millennium Management ✦ | 10.80K | -97.5% | $2.60M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Harris Associates (Oakmark) ✦ | 6.60K | +8.1% | $1.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 1.10K | -82.4% | $263,840 | 0.0% | ▼ Trim | 6 | 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
| Citadel Advisors | $66.91M | 0.1% |
Posición cerrada
| Norges Bank | $442.70M | era 0.1% |
| Third Point | $72.00M | era 0.9% |
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