This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WDAY/capital-change-brief"
Use Arkolith's capital_change_brief for WDAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.6B | 20.1M | ▲+0.7% Added · +143K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 13.8M | ▲New +13.8M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 11.6M | ▲New +11.6M sh | Q1 2026 | |
| 4 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.4B | 10.7M | ▲+58% Added · +3.9M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.2B | 9.5M | ▼−2.4% Reduced · −234K sh | Q1 2026 | |
| 6 | EAGLE CAPITAL MANAGEMENT LLC | $1.1B | 8.7M | ▲+15% Added · +1.1M sh | Q1 2026 | |
| 7 | First Eagle Investment Management, LLC | $988.5M | 7.6M | ▲+75% Added · +3.3M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $669.2M | 5.2M | ▲+1.4% Added · +71K sh | Q1 2026 | |
| 9 | GENERATION INVESTMENT MANAGEMENT LLP | $543.3M | 4.2M | ▲+1.6% Added · +64K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $512.5M | 3.9M | ▲+196% Added · +2.6M sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $488.8M | 3.8M | ▼−0.1% Reduced · −4K sh | Q1 2026 | |
| 12 | FIL Ltd | $366.2M | 2.8M | ▲+1.8% Added · +50K sh | Q1 2026 | |
| 13 | Pictet Asset Management Holding SA | $364.2M | 2.8M | ▲+8.7% Added · +223K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $355.7M | 2.7M | ▼−14% Reduced · −443K sh | Q1 2026 | |
| 15 | UBS Group AG | $338.4M | 2.6M | ▲+14% Added · +311K sh | Q1 2026 | |
| 16 | CITIGROUP INC | $337.9M | 2.6M | ▲+337% Added · +2.0M sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $277.4M | 2.1M | ▲+0.6% Added · +12K sh | Q1 2026 | |
| 18 | NORGES BANK | $448.8M | 2.1M | ▲+13% Added · +245K sh | Q4 2025 | |
| 19 | T. Rowe Price Investment Management, Inc. | Withheld | 2.1M | ▼−27% Reduced · −762K sh | Q1 2026 | |
| 20 | LOOMIS SAYLES & CO L P | $270.1M | 2.1M | ▼−0.8% Reduced · −17K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $265.9M | 2.0M | ▲+1.5% Added · +30K sh | Q1 2026 | |
| 22 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $252.2M | 1.9M | ▼−30% Reduced · −831K sh | Q1 2026 | |
| 23 | BROWN ADVISORY INC | $252.0M | 1.9M | ▲+13% Added · +230K sh | Q1 2026 | |
| 24 | JANUS HENDERSON GROUP PLC | $217.5M | 1.7M | ▼−67% Reduced · −3.3M sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $214.3M | 1.7M | ▲+79% Added · +736K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 10, 2026 | Garfield Mark S. | Chief Accounting Officer | Sell (S) | 918 | $131K |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Conversion (C) | 108K | $0 |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 100 | $14K |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 21K | $2.9M |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 39K | $5.4M |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 28K | $3.8M |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 14K | $1.9M |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 500 | $67K |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 2K | $226K |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 2K | $238K |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Sell (S) | 1K | $183K |
| Jul 9, 2026 | DUFFIELD DAVID A | 10% Owner | Conversion (C) | 108K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 317 funds | $282.3B |
| AMAZON.COM INCAMZN | 314 funds | $222.4B |
| META PLATFORMS INC-CLASS AMETA | 309 funds | $120.3B |
| NVIDIA CORPNVDA | 308 funds | $402.2B |
| ALPHABET INC-CL AGOOGL | 307 funds | $181.5B |
| APPLE INCAAPL | 305 funds | $296.9B |
| BROADCOM INCAVGO | 300 funds | $149.5B |
| VISA INC-CLASS A SHARESV | 299 funds | $61.6B |
| JPMORGAN CHASE & COJPM | 297 funds | $67.9B |
| COSTCO WHOLESALE CORPCOST | 296 funds | $43.3B |
| MASTERCARD INC - AMA | 295 funds | $55.6B |
| NETFLIX INCNFLX | 295 funds | $49.3B |
Ranked by how many of WDAY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WDAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.