WDAY
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 22.0 | P/B | 5.84 |
| EPS (TTM) | 4.69 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 20.1M | 0.0% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13.8M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.6M | n/a | n/a |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 10.7M | 4.3% | +58% |
| State Street | 9.5M | 0.0% | −2% |
| EAGLE CAPITAL MANAGEMENT LLC | 8.7M | 3.8% | +15% |
Top institutional owners for WDAY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 24 | DUFFIELD DAVID A | SELL | 2K | −$363K |
| SEP 21 | DUFFIELD DAVID A | SELL | 12K | −$2M |
| SEP 17 | DUFFIELD DAVID A | SELL | 4K | −$752K |
| SEP 14 | DUFFIELD DAVID A | SELL | 2K | −$468K |
| SEP 09 | DUFFIELD DAVID A | SELL | 600 | −$122K |
| SEP 03 | DUFFIELD DAVID A | SELL | 100 | −$20K |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WDAY yet.