WORKDAY INC (WDAY) — Hedge Fund Ownership Q4 2025
WDAY
- WORKDAY INC (WDAY) is held by 3 of 81 tracked hedge funds, with First Eagle Investment Management (2%) and Tiger Global Management (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in WDAY holdings came from First Eagle Investment Management (+88%), highlighting conviction.
- The biggest decreases in WDAY holdings came from Polen Capital Management (-99%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to WORKDAY INC (WDAY) by +3% vs the prior quarter and -84% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
First Eagle Investment Management
|
1.64% | 4.3M | +87.77% | — | $931.9M | $214.78 | — |
| 2 |
Tiger Global Management Chase Coleman
|
0.72% | 1.0M | — | -46.82% | $214.8M | $214.78 | — |
| 3 |
Polen Capital Management
|
0.01% | 11K | -99.42% | -99.75% | $2.3M | $214.79 | — |
| 3 | Total | — | 5.3M | +3.41% | -83.61% | $1.15B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.