Workday, Inc. (WDAY): A Bull Case Theory
We came across a bullish thesis on Workday, Inc. (WDAY) on Twitter by TechFundies. In this article, we will summarize the bulls’ thesis on WDAY. Workday, Inc.
Workday Inc. (WDAY)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eagle Capital Management Boykin Curry | 5,511,059 | $1,422,018,554 | +39% | 5.18% |
| 2. | Generation Investment Management David Blood And Al Gore | 2,125,466 | $548,433,993 | +45% | 2.86% |
| 3. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 1,880,237 | $485,157,553 | 1.83% | |
| 4. | Lone Pine Capital Stephen Mandel | 1,543,464 | $398,260,016 | -4% | 2.95% |
| 5. | Newlands Management Operations LLC Michael Abramson And Jan Koum | 1,363,667 | $351,866,996 | 2.21% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $241.23 | 2,641 | Officer, Director | 20,222 | 2023-08-29 | Filing | |
| $240.58 | 4,436 | Officer, Director | 17,581 | 2023-08-29 | Filing | |
| $239.38 | 899 | Officer, Director | 13,145 | 2023-08-29 | Filing | |
| $238.28 | 600 | Officer, Director | 12,246 | 2023-08-29 | Filing | |
| $236.25 | 100 | Officer, Director | 11,646 | 2023-08-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $264.46 | 1,100 | Large Shareholder | 102,997 | 2025-03-03 | Filing | |
| $263.86 | 2,428 | Large Shareholder | 104,097 | 2025-03-03 | Filing | |
| $262.74 | 4,934 | Large Shareholder | 106,525 | 2025-03-03 | Filing | |
| $261.69 | 13,257 | Large Shareholder | 111,459 | 2025-03-03 | Filing | |
| $260.68 | 18,965 | Large Shareholder | 124,716 | 2025-03-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,142,800 | $5,197,446,684 | 0.09% | |
| 2. | 17,539,715 | $4,525,772,700 | 0.09% | |
| 3. | 9,229,553 | $2,381,738,709 | 0.09% | |
| 4. | 6,333,137 | $1,634,139,340 | 1.32% | |
| 5. | 4,637,387 | $1,193,105,267 | 0.09% |
News See All
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