WD
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Janus Henderson Group PLC
· Reduced
−$530M
Change
−3.3M
Date
Q1 2026
|
Janus Henderson Group PLC | Reduced· Q1 2026 | −$530M | −3.3M | – | Q1 2026 | |||||
|
Parnassus Investments, LLC
· Exited
−$336M
Change
−2.1M
Δ Own
−100.0%
Date
Q1 2026
|
Parnassus Investments, LLC | Exited· Q1 2026 | −$336M | −2.1M | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$331M
Change
−2.1M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$331M | −2.1M | −100.0% | Q1 2026 | |||||
|
Newlands Management Operations LLC
· Exited
−$216M
Change
−1.4M
Δ Own
−100.0%
Date
Q1 2026
|
Newlands Management Operations LLC | Exited· Q1 2026 | −$216M | −1.4M | −100.0% | Q1 2026 | |||||
|
Assenagon Asset Management S.A.
· Reduced
−$205M
Change
−1.3M
Date
Q1 2026
|
Assenagon Asset Management S.A. | Reduced· Q1 2026 | −$205M | −1.3M | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
−$194M
Change
−1.2M
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | −$194M | −1.2M | – | Q1 2026 | |||||
|
Tiger Global Management LLC
· Exited
−$159M
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
Tiger Global Management LLC | Exited· Q1 2026 | −$159M | −1.0M | −100.0% | Q1 2026 | |||||
|
Bridgewater Associates, LP
· Exited
−$153M
Change
−965K
Δ Own
−100.0%
Date
Q1 2026
|
Bridgewater Associates, LP | Exited· Q1 2026 | −$153M | −965K | −100.0% | Q1 2026 | |||||
|
Contour Asset Management LLC
· Exited
−$136M
Change
−857K
Δ Own
−100.0%
Date
Q1 2026
|
Contour Asset Management LLC | Exited· Q1 2026 | −$136M | −857K | −100.0% | Q1 2026 | |||||
|
Manufacturers Life Insurance Company, the
· Reduced
−$132M
Change
−831K
Date
Q1 2026
|
Manufacturers Life Insurance Company, the | Reduced· Q1 2026 | −$132M | −831K | – | Q1 2026 | |||||
|
Amundi
· Reduced
−$125M
Change
−788K
Date
Q1 2026
|
Amundi | Reduced· Q1 2026 | −$125M | −788K | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Reduced
−$121M
Change
−762K
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Reduced· Q1 2026 | −$121M | −762K | – | Q1 2026 | |||||
|
Van Eck Associates Corp
· Reduced
−$116M
Change
−729K
Date
Q1 2026
|
Van Eck Associates Corp | Reduced· Q1 2026 | −$116M | −729K | – | Q1 2026 | |||||
|
Neuberger Berman Group LLC
· Reduced
−$106M
Change
−669K
Date
Q1 2026
|
Neuberger Berman Group LLC | Reduced· Q1 2026 | −$106M | −669K | – | Q1 2026 | |||||
|
Blair William & Co
· Reduced
−$91M
Change
−575K
Date
Q1 2026
|
Blair William & Co | Reduced· Q1 2026 | −$91M | −575K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Garfield Mark S.
· Officer
Sell
−$131K
|
Garfield Mark S. | Officer | Sell | $142.19 | −918 | −$131K | 74K | −1.2% | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
9 operations
−$15M
Price
$130.63–$138.98
Qty
−108K
Owned
105K
ΔOwn
−50.6%
Trade date
Jul 9, 2026
Filed date
Jul 13, 2026
|
Duffield David A. | 10% Owner | 9 operations | $130.63–$138.98 | −108K | −$15M | 105K | −50.6% | Jul 9, 2026 | Jul 13, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
2 operations
0
|
Duffield David A. | 10% Owner | 2 operations | – | 0 | – | 36.5M | – | Jul 9, 2026 | Jul 13, 2026 | |||||||||
|
Kazmaier Gerrit S.
· Officer
3 operations
−$392K
|
Kazmaier Gerrit S. | Officer | 3 operations | $142.96–$144.96 | −3K | −$392K | 266K | −1.0% | Jul 7, 2026 | Jul 7, 2026 | |||||||||
|
Rowe Zane
· Officer
3 operations
−$862K
|
Rowe Zane | Officer | 3 operations | $143.06–$144.93 | −6K | −$862K | 288K | −2.0% | Jul 7, 2026 | Jul 7, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
10 operations
−$15M
Price
$129.82–$138.30
Qty
−108K
Owned
105K
ΔOwn
−50.6%
Trade date
Jul 6, 2026
Filed date
Jul 7, 2026
|
Duffield David A. | 10% Owner | 10 operations | $129.82–$138.30 | −108K | −$15M | 105K | −50.6% | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
2 operations
0
|
Duffield David A. | 10% Owner | 2 operations | – | 0 | – | 36.6M | – | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Kazmaier Gerrit S.
· Officer
Tax withholding or exercise payment (F)
-$1.2M
|
Kazmaier Gerrit S. | Officer | Tax withholding or exercise payment (F) | $135.40 | -9K | -$1.2M | 269K | −3.2% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Rowe Zane
· Officer
Tax withholding or exercise payment (F)
-$1.1M
|
Rowe Zane | Officer | Tax withholding or exercise payment (F) | $135.40 | -8K | -$1.1M | 294K | −2.6% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Garfield Mark S.
· Officer
Tax withholding or exercise payment (F)
-$473K
|
Garfield Mark S. | Officer | Tax withholding or exercise payment (F) | $135.40 | -3K | -$473K | 75K | −4.5% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Bhusri Aneel
· Director
Tax withholding or exercise payment (F)
-$1.2M
|
Bhusri Aneel | Director | Tax withholding or exercise payment (F) | $135.40 | -9K | -$1.2M | 1.0M | −0.8% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Enslin Robert
· Officer
8 operations
−$725K
|
Enslin Robert | Officer | 8 operations | $129.49–$138.00 | −5K | −$725K | 239K | −2.2% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Enslin Robert
· Officer
Tax withholding or exercise payment (F)
-$763K
|
Enslin Robert | Officer | Tax withholding or exercise payment (F) | $135.40 | -6K | -$763K | 245K | −2.2% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Sauer Richard Harry
· Officer
Tax withholding or exercise payment (F)
-$918K
|
Sauer Richard Harry | Officer | Tax withholding or exercise payment (F) | $135.40 | -7K | -$918K | 175K | −3.7% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
4 operations
−$13M
Price
$120.00–$122.73
Qty
−108K
Owned
105K
ΔOwn
−50.6%
Trade date
Jun 30, 2026
Filed date
Jul 1, 2026
|
Duffield David A. | 10% Owner | 4 operations | $120.00–$122.73 | −108K | −$13M | 105K | −50.6% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
1,099 reporting institutions disclosed WDAY position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.