Who holds WDAYticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

WORKDAY INC · CL A · quarter ended 2026-03-31 · 13 members disclosed WDAY ↗
681
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$21.7B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
376
addsholders whose share count rose or who opened the position (new + add), by shares
258
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of WDAY ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$2.6B20,080,016+143,469add
2VANGUARD CAPITAL MANAGEMENT LLC$1.8B13,833,094no prior
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B11,637,749no prior
4HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$1.4B10,655,733+3,898,261add
5STATE STREET CORP$1.2B9,536,720−233,987trim
6EAGLE CAPITAL MANAGEMENT LLC$1.1B8,707,006+1,131,638add
7First Eagle Investment Management, LLC$989M7,608,713+3,269,940add
8GENERATION INVESTMENT MANAGEMENT LLP$543M4,181,886+63,875add
9BANK OF AMERICA CORP /DE/$489M3,762,565−4,169trim
10Invesco Ltd.$426M3,277,731+725,670add
11FIL Ltd$366M2,818,715+50,087add
12Pictet Asset Management Holding SA$364M2,803,568+223,493add
13MORGAN STANLEY$356M2,738,178−442,646trim
14UBS Group AG$338M2,605,059+310,660add
15CITIGROUP INC$338M2,600,984+2,005,609add
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$277M2,134,871+12,117add
17NORTHERN TRUST CORP$266M2,046,836+30,009add
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$252M1,941,189−831,480trim
19BROWN ADVISORY INC$252M1,939,286+229,550add
20Janus Henderson Group Ltd.$217M1,673,794−3,344,111trim
21Meritage Group LP$211M1,623,022+10,499add
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$209M1,606,557+14,162add
23Legal & General Group Plc$198M1,520,545−12,060trim
24FIRST TRUST ADVISORS LP$184M1,416,176+124,524add
25BAILLIE GIFFORD & CO$178M1,367,978−97,013trim
26Amundi$163M1,257,778−788,039trim
27Nuveen, LLC$160M1,228,891−77,970trim
28VANGUARD FIDUCIARY TRUST CO$160M1,228,273no prior
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$156M1,203,953−156,213trim
30FERNBRIDGE CAPITAL MANAGEMENT LP$143M1,103,072−303,078trim
31Tidal Investments LLC$129M1,002,281+977,434add
32DEUTSCHE BANK AG\$119M917,525−169,596trim
33Temasek Holdings (Private) Ltd$116M889,318+77,330add
34NORDEA INVESTMENT MANAGEMENT AB$104M804,728+15,269add
35FMR LLC$102M784,162−156,148trim
36BRISTOL JOHN W & CO INC /NY/$94.5M727,404+166,880add
37HSBC HOLDINGS PLC$92.4M710,309−458,161trim
38Vontobel Holding Ltd.$90.5M696,541−17,608trim
39CANADA PENSION PLAN INVESTMENT BOARD$90.1M693,424+293,655add
40BANK OF MONTREAL /CAN/$88.7M682,843+217,098add
41Select Equity Group, L.P.$84.8M652,998−74,711trim
42Squarepoint Ops LLC$81.5M627,508+461,482add
43Swiss National Bank$81.2M625,100+30,400add
44Lead Edge Capital Management, LLC$80.0M615,670+615,670new
45RENAISSANCE TECHNOLOGIES LLC$75.6M581,900+581,900new
46Invenomic Capital Management LP$72.7M559,955+559,955new
47FEDERATED HERMES, INC.$71.2M547,683+537,374add
48NZS Capital, LLC$69.1M532,142+43,566add
49Mitsubishi UFJ Asset Management Co., Ltd.$64.2M494,486+21,075add
50Vanguard Global Advisers, LLC$61.9M476,514no prior
51ALLIANCEBERNSTEIN L.P.$61.6M286,588+67,606add
52Carmignac Gestion$59.4M457,500+457,500new
53WELLS FARGO & COMPANY/MN$58.4M449,486−30,137trim
54DIMENSIONAL FUND ADVISORS LP$56.9M438,105−180,035trim
55Holocene Advisors, LP$55.0M423,028+423,028new
56National Pension Service$53.5M411,442+411,442new
57MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$50.4M388,059+48add
58Quantinno Capital Management LP$48.4M372,618+272,160add
59ROYAL BANK OF CANADA$48.1M370,061−400,780trim
60RAYMOND JAMES FINANCIAL INC$47.9M368,830−131,061trim
61VANGUARD ASSET MANAGEMENT, Ltd$47.7M366,869no prior
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$46.6M358,428−200,691trim
63JACOBS LEVY EQUITY MANAGEMENT, INC$46.0M353,913+309,974add
64Retirement Systems of Alabama$44.2M340,458+95,375add
65Keenan Capital, LLC$43.8M337,241+18,000add
66CITADEL ADVISORS LLC$43.8M337,039+279,043add
67ProShare Advisors LLC$40.7M313,360−70,838trim
68AMERICAN CENTURY COMPANIES INC$33.2M255,540−394,006trim
69TWO SIGMA INVESTMENTS, LP$33.1M254,648+242,295add
70BLAIR WILLIAM & CO/IL$33.1M254,398−574,666trim
71PRINCIPAL FINANCIAL GROUP INC$32.4M249,580+2,736add
72BNP Paribas Asset Management Holding S.A.$32.3M248,907−234,706trim
73MILLENNIUM MANAGEMENT LLC$32.3M248,428+213,260add
74NATIONAL BANK OF CANADA /FI/$30.0M230,770−99,920trim
75AQR CAPITAL MANAGEMENT LLC$29.0M223,291−129,921trim
76Aberdeen Group plc$28.9M222,424+6,371add
77GUGGENHEIM CAPITAL LLC$26.9M206,703+26,509add
78Rockefeller Capital Management L.P.$26.5M203,759+24,932add
79Universal- Beteiligungs- und Servicegesellschaft mbH$26.3M201,310−35,351trim
80ENVESTNET ASSET MANAGEMENT INC$26.0M200,459−68,338trim
81No Street GP LP$26.0M200,000+200,000new
82PFA Pension, Forsikringsaktieselskab$25.8M198,662+198,662new
83VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.3M186,957+186,957new
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.2M186,2120no change
85AVIVA PLC$24.1M185,698+5,192add
86Smith Group Asset Management, LLC$22.6M173,739+15,377add
87Man Group plc$22.4M172,093+93,941add
88Ensign Peak Advisors, Inc$21.2M163,050+101,447add
89Alyeska Investment Group, L.P.$21.1M162,685+71,002add
90MACKENZIE FINANCIAL CORP$20.8M160,352+20,473add
91Zurcher Kantonalbank (Zurich Cantonalbank)$20.8M160,001+41,899add
92EXCHANGE TRADED CONCEPTS, LLC$19.5M150,377+109,440add
93Robeco Institutional Asset Management B.V.$19.1M147,321−424,445trim
941832 Asset Management L.P.$18.7M143,800+143,800new
95NEOS Investment Management LLC$18.6M142,872+23,372add
96COUNTRY TRUST BANK$18.5M142,113+142,113new
97Rafferty Asset Management, LLC$18.2M139,885+8,818add
98HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$17.8M137,237−244,570trim
99Mirae Asset Global Investments Co., Ltd.$17.7M135,963−1,318trim
100Y-Intercept (Hong Kong) Ltd$17.6M135,627+131,254add
101Korea Investment CORP$17.5M134,320+44,321add
102DANSKE BANK A/S$17.3M133,444+2,448add
103Swiss Life Asset Management Ltd$17.3M627,813+588,160add
104Distillate Capital Partners LLC$17.3M133,000+133,000new
105STATE OF WISCONSIN INVESTMENT BOARD$17.2M132,613+10,513add
106US BANCORP \DE\$16.2M124,498+4,418add
107Assenagon Asset Management S.A.$15.7M121,080−1,295,666trim
108ADAGE CAPITAL PARTNERS GP, L.L.C.$15.7M120,800−30,100trim
109Ardmore Road Asset Management LP$15.4M118,300+118,300new
110TD ASSET MANAGEMENT INC$14.9M115,026−84,428trim
111FRONTIER CAPITAL MANAGEMENT CO LLC$14.9M114,315+114,315new
112BANQUE PICTET & CIE SA$14.8M114,085−34,675trim
113Connor, Clark & Lunn Investment Management Ltd.$14.6M112,283+112,283new
114ALLEN OPERATIONS LLC$14.6M111,9920no change
115VOYA INVESTMENT MANAGEMENT LLC$14.4M110,661+8,247add
116STOREBRAND ASSET MANAGEMENT AS$14.3M110,326no prior
117APG Asset Management N.V.$14.3M126,848−15,214trim
118Empowered Funds, LLC$14.0M107,880+86,105add
119Vanguard Investments Australia, Ltd.$13.9M106,776no prior
120ROYAL LONDON ASSET MANAGEMENT LTD$13.8M106,308+10,751add
121Chevy Chase Trust Holdings, LLC$13.7M105,615−4,753trim
122Optimus Prime Fund Management Co., Ltd.$13.6M105,0000no change
123OSSIAM$13.4M102,860+60,799add
124PRUDENTIAL FINANCIAL INC$12.9M99,445−4,458trim
125WORLDQUANT MILLENNIUM ADVISORS LLC$12.9M99,390+99,390new
126TORONTO DOMINION BANK$12.6M97,184−15,127trim
127SEI INVESTMENTS CO$12.6M96,762−62,102trim
128Comprehensive Financial Management LLC$12.5M96,1940no change
129Andra AP-fonden$12.5M96,070+17,500add
130M&G Plc$12.4M95,416+95,416new
131LPL Financial LLC$12.3M94,961−5,718trim
132Asset Management One Co., Ltd.$12.3M94,780+338add
133KLP KAPITALFORVALTNING AS$12.3M94,334+1,100add
134CIBC Bancorp USA Inc.$11.7M89,718no prior
135CIBC Asset Management Inc$11.6M89,333−2,192trim
136ADVENT INTERNATIONAL, L.P.$11.5M88,480−178,395trim
137Silvant Capital Management LLC$10.8M83,022+5,158add
138United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$10.7M82,400+82,400new
139NOMURA ASSET MANAGEMENT CO LTD$10.6M81,311−45trim
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.9M76,157+26,800add
141Resona Asset Management Co.,Ltd.$9.8M75,748+2,247add
142SEB Asset Management AB$9.8M75,058no prior
143ARMISTICE CAPITAL, LLC$9.6M73,995−19,898trim
144Creative Planning$9.5M72,921+15,327add
145State of New Jersey Common Pension Fund D$9.4M72,349−998trim
146MCRAE CAPITAL MANAGEMENT INC$9.2M71,137+1,776add
147Lansforsakringar Fondforvaltning AB (publ)$9.1M69,996+877add
148Gotham Asset Management, LLC$9.0M69,144+65,152add
149Tredje AP-fonden$9.0M68,893+68,893new
150Eurizon Capital SGR S.p.A.$8.7M66,758+66,758new
151Daiwa Securities Group Inc.$8.3M63,581+5,981add
152Swedbank AB$7.9M60,824−30,160trim
153ICICI Prudential Asset Management Co Ltd$7.8M60,032+19,714add
154SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.8M59,664−109,144trim
155NISSAY ASSET MANAGEMENT CORP /JAPAN$7.7M59,412+1,279add
156Beacon Pointe Advisors, LLC$7.7M59,030+56,421add
157XPONANCE LLC$7.7M58,891−2,842trim
158Arizona State Retirement System$7.6M58,359−2,697trim
159Czech National Bank$7.5M58,010+791add
160STIFEL FINANCIAL CORP$7.5M57,440−196,667trim
161Candriam S.C.A.$7.4M56,782−4,140trim
162PRELUDE CAPITAL MANAGEMENT, LLC$7.3M56,020+49,590add
163LAZARD ASSET MANAGEMENT LLC$7.3M55,882−52,975trim
164STATE OF MICHIGAN RETIREMENT SYSTEM$7.2M55,600−1,200trim
165FRANKLIN RESOURCES INC$7.1M54,970+12,150add
166Jain Global LLC$7.1M54,490+54,490new
167Clearline Capital LP$7.0M53,713+53,713new
168NATIXIS$6.9M53,121−37,545trim
169Skye Global Management LP$6.8M52,600+52,600new
170Long Focus Capital Management, LLC$6.8M52,000+52,000new
171COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.4M49,617−858trim
172Auto-Owners Insurance Co$6.2M47,600−33trim
173MONIMUS CAPITAL MANAGEMENT, LP$6.1M46,600+46,600new
174DnB Asset Management AS$6.0M46,019+1,002add
175OP Asset Management Ltd$5.9M45,411no prior
176Prana Capital Management, LP$5.8M44,580+44,580new
177NOMURA HOLDINGS INC$5.8M44,279−208,626trim
178XTX Topco Ltd$5.7M43,946+10,060add
179Rakuten Investment Management, Inc.$5.7M44,332+4,041add
180Bank Pictet & Cie (Europe) AG$5.6M43,291+6,744add
181UniSuper Management Pty Ltd$5.5M42,601−50,178trim
182IFM Investors Pty Ltd$5.5M42,003+283add
183TRUIST FINANCIAL CORP$5.4M41,871−7,777trim
184Investment Management Corp of Ontario$5.3M41,140+9,655add
185USS Investment Management Ltd$5.3M40,708+3,330add
186PUBLIC SECTOR PENSION INVESTMENT BOARD$5.0M38,164+6,045add
187BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.0M38,164−39,180trim
188TEACHER RETIREMENT SYSTEM OF TEXAS$4.9M37,962−1,075trim
189VAN DEN BERG MANAGEMENT I, INC$4.9M37,898+20,664add
190COMMONWEALTH EQUITY SERVICES, LLC$4.9M37,818+10,976add
191HARBER ASSET MANAGEMENT LLC$4.8M36,943+36,943new
192Calamos Advisors LLC$4.7M36,4500no change
193Sienna Gestion$4.7M36,2140no change
194Voleon Capital Management LP$4.7M35,838+21,537add
195Varma Mutual Pension Insurance Co$4.5M34,669−14,830trim
196Utah Retirement Systems$4.5M34,395−1,162trim
197CEERA INVESTMENTS, LLC$4.4M34,013+15,201add
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.4M33,770+1,575add
199Beck Bode, LLC$4.3M33,300+6,381add
200INSPIRION WEALTH ADVISORS, LLC$4.3M32,875+30add
201CastleKnight Management LP$4.3M32,800+32,800new
202D. E. Shaw & Co., Inc.$4.2M32,142−965trim
203Pathstone Holdings, LLC$4.1M31,666+11,029add
204Cetera Investment Advisers$4.0M30,982−17,402trim
205WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M30,321−294trim
206CREDIT AGRICOLE S A$4.0M30,626−4,444trim
207FIFTH THIRD BANCORP$4.0M30,523+25,933add
208BANK OF NOVA SCOTIA$3.9M29,664−107,790trim
209Corient Private Wealth LLC$3.8M31,621−12,241trim
210BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.8M29,356−9,084trim
211Quadrature Capital Ltd$3.8M29,301+2,276add
212Sumitomo Mitsui DS Asset Management Company, Ltd$3.8M29,145+690add
213S-Bank Fund Management Ltd$3.8M28,898+12,967add
214OSAIC HOLDINGS, INC.$3.7M28,591+1,698add
215ASR Vermogensbeheer N.V.$3.7M28,380+491add
216REGIONS FINANCIAL CORP$3.5M27,029−669trim
217EULAV Asset Management$3.5M27,000−18,000trim
218HighTower Advisors, LLC$3.5M26,871−782trim
219MACQUARIE GROUP LTD$3.5M26,719−21,199trim
220Brevan Howard Capital Management LP$3.5M26,598+26,598new
221Cynosure Group, LLC$3.4M26,3450no change
222Vanguard Personalized Indexing Management, LLC$3.4M26,083+7,507add
223GRIMES & Co WEALTH MANAGEMENT, LLC$3.4M25,796+3,200add
224Aquatic Capital Management LLC$3.3M25,720+25,720new
225WELLINGTON MANAGEMENT GROUP LLP$3.3M25,619+1,645add
226O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M25,565+5,352add
227SHELTON CAPITAL MANAGEMENT$3.3M25,374−98trim
228B. Metzler seel. Sohn & Co. AG$3.3M25,2540no change
229GATEWAY INVESTMENT ADVISERS LLC$3.3M25,206+1,352add
230OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M24,360−438trim
231LBP AM SA$3.1M23,994+2,830add
232PROFUND ADVISORS LLC$3.0M23,122−4,950trim
233MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M22,652−645trim
234SANDERS MORRIS HARRIS LLC$2.8M21,650+21,650new
235Qube Research & Technologies Ltd$2.8M21,262+21,262new
236Norinchukin Bank, The$2.7M20,842+571add
237AE Wealth Management LLC$2.7M20,766+492add
238RWA WEALTH PARTNERS, LLC$2.7M20,727−4,335trim
239Summit Trail Advisors, LLC$2.7M20,509+10,531add
240AMERICAN FINANCIAL GROUP INC$2.6M20,000+20,000new
241Cerity Partners LLC$2.6M19,699−37,369trim
242Federation des caisses Desjardins du Quebec$2.6M19,640+167add
243LGT Group Foundation$2.5M19,611−85,323trim
244PINKERTON WEALTH, LLC$2.5M11,771−267trim
245Leonteq Securities AG$2.5M19,363+14,136add
246New Age Alpha Advisors, LLC$2.5M19,300+104add
247Linden Thomas Advisory Services, LLC$2.5M19,166+9,616add
248QUADRANT CAPITAL GROUP LLC$2.4M18,595+15,686add
249Tejara Capital Ltd$2.4M18,500+18,500new
250Bleakley Financial Group, LLC$2.3M18,067+7,333add
251Brookstone Capital Management$2.3M18,028+3,200add
252WINTON GROUP Ltd$2.3M17,841−19,718trim
253Illinois Municipal Retirement Fund$2.3M17,646+1,778add
254Soapstone Management L.P.$2.3M17,500+17,500new
255Sava Infond d.o.o.$2.3M17,500−2,200trim
256Sanctuary Advisors, LLC$2.2M17,207−2,504trim
257Focus Partners Wealth$2.2M17,201−78,222trim
258Tower Research Capital LLC (TRC)$2.2M16,708+1,690add
259SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M16,334−2,938trim
260Atria Investments, Inc$2.1M16,147+1,625add
261AZZAD ASSET MANAGEMENT INC /ADV$2.1M16,038+1,244add
262Archon Capital Management LLC$2.1M16,000+16,000new
263Alamar Capital Management, LLC$2.0M15,603no prior
264Avanza Fonder AB$2.0M15,5950no change
265CAPSTONE INVESTMENT ADVISORS, LLC$2.0M15,304+8,432add
266Darwin Wealth Management, LLC$2.0M15,216+6,118add
267Freestone Capital Holdings, LLC$2.0M15,176+15,176new
268Generali Asset Management SPA SGR$1.9M14,915−12,291trim
269OPPENHEIMER & CO INC$1.9M14,638−1,104trim
270SEIZERT CAPITAL PARTNERS, LLC$1.9M14,396+14,396new
271NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M14,235+6,999add
272Capital Advantage, Inc.$1.8M14,1910no change
273MML INVESTORS SERVICES, LLC$1.8M14,188−3,052trim
274MGO ONE SEVEN LLC$1.8M14,146+7,069add
275Clarkston Capital Partners, LLC$1.8M13,850−21,715trim
276PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.8M13,8290no change
277Aurora Investment Counsel$1.8M13,757+2,783add
278TD Waterhouse Canada Inc.$1.8M13,712+8,535add
279Boomfish Wealth Group, LLC$1.8M13,589+2,891add
280M&T BANK CORP$1.8M13,510−4,347trim
281Wealthfront Advisers LLC$1.7M13,301+699add
282Lido Advisors, LLC$1.7M13,177+22add
283Concentric Capital Strategies, LP$1.7M13,047+13,047new
284Allianz Asset Management GmbH$1.7M13,031−976trim
285MIZUHO SECURITIES USA LLC$1.7M12,877−2,924trim
286E Fund Management Co., Ltd.$1.7M12,756no prior
287OSTERWEIS CAPITAL MANAGEMENT INC$1.7M12,743+6,743add
288Jefferies Financial Group Inc.$1.7M12,711−2,062trim
289Mirador Capital Partners LP$1.6M12,640−2,597trim
290Arcus Capital Partners, LLC$1.6M12,633no prior
291Baird Financial Group, Inc.$1.6M12,440+12,440new
292ALPS ADVISORS INC$1.6M12,409+2,759add
293NLB Skladi, upravljanje premozenja, d.o.o.$1.6M12,3780no change
294Donor Advised Charitable Giving, Inc.$1.6M12,3190no change
295Elo Mutual Pension Insurance Co$1.6M12,241−15,545trim
296SummitTX Capital, L.P.$1.6M11,948+11,948new
297HARRIS ASSOCIATES L P$1.5M11,667+5,940add
298Banco Santander, S.A.$1.5M11,5750no change
299Leelyn Smith, LLC$1.5M11,241+1,382add
300INCEPTIONR LLC$1.5M11,237+2,805add
301PRUDENTIAL PLC$1.5M11,165−334trim
302OPPENHEIMER ASSET MANAGEMENT INC.$1.4M11,158−1,942trim
303Night Squared LP$1.4M11,002−5,839trim
304Alphadyne Asset Management LP$1.4M10,916+9,580add
305NewEdge Advisors, LLC$1.4M10,857+10,857new
306Kintegral Advisory, LLC$1.4M10,832−480trim
307Circle Wealth Management, LLC$1.4M10,774+1,914add
308Weiss Asset Management LP$1.4M10,680+10,680new
309Maryland State Retirement & Pension System$1.4M10,6350no change
310COMMERCE BANK$1.4M10,513−9,370trim
311Crossmark Global Holdings, Inc.$1.4M10,464no prior
312MISSION WEALTH MANAGEMENT, LP$1.3M10,351−833trim
313ABN AMRO INVESTMENT SOLUTIONS$1.3M10,289−143,175trim
314Epoch Investment Partners, Inc.$1.3M10,259−93,658trim
315Odyssean, LLC$1.3M10,173+10,173new
316Verition Fund Management LLC$1.3M10,088−8,419trim
317FORMULA GROWTH LTD$1.3M10,000+10,000new
318Sendero Wealth Management, LLC$1.3M9,978+1,057add
319QRG CAPITAL MANAGEMENT, INC.$1.3M9,926+436add
320Allspring Global Investments Holdings, LLC$1.3M9,990−117,850trim
321SCS Capital Management LLC$1.3M9,793−68trim
322OMERS ADMINISTRATION Corp$1.3M9,742−46,262trim
323Catalyst Capital Advisors LLC$1.3M9,742+3,931add
324Sound View Wealth Advisors Group, LLC$1.3M9,646+1,532add
325Laird Norton Wetherby Trust Company, LLC$1.2M9,525−1,865trim
326MERCER GLOBAL ADVISORS INC /ADV$1.2M9,445+3,697add
327FARLEY CAPITAL L.P.$1.2M9,400+9,400new
328Chicago Capital, LLC$1.2M9,260−153,324trim
329Vident Advisory, LLC$1.2M9,077−60,649trim
330Siemens Fonds Invest GmbH$1.2M9,064−1,650trim
331Kazazian Asset Management, LLC$1.2M9,000+9,000new
332Saber Capital Managment, LLC$1.2M8,868+8,868new
333Permanens Capital L.P.$1.1M8,826−4,684trim
334CHOREO, LLC$1.1M8,815+756add
335MUFG Securities EMEA plc$1.1M8,732−62,164trim
336Third View Private Wealth, LLC$1.1M8,694+559add
337Krane Funds Advisors LLC$1.1M8,626+1,826add
338AlphaCore Capital LLC$1.1M8,378+5,439add
339Sequoia Financial Advisors, LLC$1.1M8,375+1,675add
340Woodline Partners LP$1.1M8,305−21,724trim
341HighVista Strategies LLC$1.1M8,286+1,800add
342Capital Wealth Planning, LLC$1.1M8,284+8,284new
343Waterfront Wealth Inc.$1.1M8,131+819add
344PKO Investment Management Joint-Stock Co$1.0M8,000+500add
345Saudi Central Bank$1.0M7,862+7,862new
346NewEdge Wealth, LLC$1.0M7,849−4,231trim
347Point Windward Advisors Inc.$1.0M7,723+3,217add
348Vise Technologies, Inc.$977K4,5510no change
349TOKIO MARINE ASSET MANAGEMENT CO LTD$950K7,3110no change
350Metis Global Partners, LLC$945K7,274−2,672trim
351Edgestream Partners, L.P.$942K7,248−10,822trim
352HB Wealth Management, LLC$940K7,234−753trim
353WOODMONT INVESTMENT COUNSEL LLC$937K7,211+1,437add
354Inscription Capital, LLC$936K7,208+7,208new
355Militia Capital Management LLC$933K7,180no prior
356LAVELLE CAPITAL LP$928K7,140no prior
357Polymer Capital Management (US) LLC$925K7,119+5,350add
358ODDO BHF ASSET MANAGEMENT SAS$912K7,019+378add
359ASSETMARK, INC$907K6,983+1,925add
360NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$885K6,815−118trim
361Dai-ichi Life Insurance Company, Ltd$883K6,800−273trim
362Institute for Wealth Management, LLC.$882K6,786+6,786new
363Advisors Asset Management, Inc.$857K6,593+1,904add
364YHB Investment Advisors, Inc.$826K6,359+680add
365Carnegie Investment Counsel$811K6,242−14,791trim
366North Dakota State Investment Board$808K6,219−1,159trim
367PARAGON CAPITAL MANAGEMENT INC$797K6,137+6,137new
368Balentine LLC$794K6,108+638add
369CWM, LLC$792K6,093+1,761add
370Atlantic Union Bankshares Corp$783K6,023−3,258trim
371Blueshift Asset Management, LLC$783K6,023+6,023new
372Sepio Capital, LP$771K5,933+1,145add
373Global X Japan Co., Ltd.$764K5,883+5,883new
374Prospera Financial Services Inc$760K5,851−6,985trim
375Glenview Trust Co$754K5,801−30trim
376SECURIAN ASSET MANAGEMENT, INC$751K5,778−122trim
377CSS LLC/IL$745K5,731+720add
378EVENTIDE ASSET MANAGEMENT, LLC$722K5,606+749add
379BOOTHBAY FUND MANAGEMENT, LLC$714K5,494+3,730add
380BROOKS, MOORE & ASSOCIATES, INC.$691K5,315+5,315new
381Orion Porfolio Solutions, LLC$689K5,300−2,592trim
382DAVENPORT & Co LLC$685K5,274−4,599trim
383Banque Cantonale Vaudoise$683K5,257+1,992add
384Knollwood Investment Advisory, LLC$676K5,2000no change
385NEXPOINT ASSET MANAGEMENT, L.P.$675K5,1920no change
386Meeder Advisory Services, Inc.$662K5,099+837add
387&PARTNERS$652K5,064−1,806trim
388Numerai GP LLC$651K5,012+3,749add
389Aaron Wealth Advisors LLC$639K4,916+3,098add
390Intellectus Partners, LLC$631K4,858+1,437add
391Marks Group Wealth Management, Inc$628K4,831+2,177add
392EP Wealth Advisors, LLC$627K4,824−532trim
393MILESTONE ASSET MANAGEMENT, LLC$626K4,822+4,822new
394Caprock Group, LLC$622K4,784+4,784new
395Steward Partners Investment Advisory, LLC$621K4,782−1,260trim
396Callan Family Office, LLC$617K4,748−34trim
397Mendel Money Management$592K4,559−3,050trim
398CAXTON ASSOCIATES LLP$587K4,518−9,357trim
399POWER WEALTH MANAGEMENT LLC$575K4,426+80add
400IEQ CAPITAL, LLC$568K4,372+23add
401Tyche Wealth Partners LLC$564K4,342+4,342new
402Kestra Advisory Services, LLC$559K4,305−2,288trim
403Jefferson Bridge Capital, LLC$559K4,3000no change
404Rare Wolf Capital LLC$549K4,229+3,226add
405Apollon Wealth Management, LLC$542K4,174+903add
406Kera Capital Partners, Inc.$536K4,126+2,826add
407Krilogy Financial LLC$530K4,245+756add
408BENJAMIN EDWARDS INC$527K4,055+2,435add
409UNITED CAPITAL FINANCIAL ADVISORS, LLC$526K4,046+4,046new
410Aptus Capital Advisors, LLC$525K4,040+829add
411Gryphon Financial Partners LLC$525K4,039+246add
412Cache Advisors, LLC$523K4,0280no change
413Chicago Partners Investment Group LLC$523K4,131+2,563add
414Twin Lakes Capital Management, LLC$512K3,940−193trim
415EntryPoint Capital, LLC$511K3,935+3,935new
416Waldron Private Wealth LLC$505K3,890+19add
417Savant Capital, LLC$503K3,875+1,865add
418EVOLVE PRIVATE WEALTH, LLC$497K3,825+3,825new
419NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$492K3,787+3,787new
420Evanson Asset Management, LLC$491K3,7830no change
421NORDEN GROUP LLC$483K3,720+1,471add
422Kingsview Wealth Management, LLC$482K3,710−325trim
423LaFleur & Godfrey LLC$478K3,679+171add
424KEYBANK NATIONAL ASSOCIATION/OH$477K3,670+2,127add
425EVERGREEN CAPITAL MANAGEMENT LLC$474K3,649+753add
426Marex Group Ltd$473K3,639+3,639new
427FIGURE 8 INVESTMENT STRATEGIES LLC$464K3,568−1,087trim
428COLDSTREAM CAPITAL MANAGEMENT INC$461K3,548+618add
429Cresset Asset Management, LLC$458K3,523+960add
43071 West Capital Partners$451K3,469−29,044trim
431Vinva Investment Management Ltd$449K3,489−2,637trim
432Callahan Advisors, LLC$446K3,436−9,910trim
433MAI Capital Management$444K3,415−112trim
434Vestmark Advisory Solutions, Inc.$443K3,410−110trim
435Dynamic Technology Lab Private Ltd$442K3,404+1,906add
436JANE STREET GROUP, LLC$440K3,385−33,388trim
437IHT Wealth Management, LLC$436K3,353+3,353new
438TICINO WEALTH$435K2,837+1,733add
439TEMA ETFS LLC$435K3,348+176add
440Savvy Advisors, Inc.$435K3,347+22add
441Blackstone Inc.$435K3,345+3,345new
442BALYASNY ASSET MANAGEMENT L.P.$433K3,331−38,170trim
443MATTERN CAPITAL MANAGEMENT, LLC$433K3,3300no change
444Baader Bank Aktiengesellschaft$428K3,317+3,317new
445Engineers Gate Manager LP$427K3,286+1,844add
446Arax Advisory Partners$426K3,280+1,711add
447SIGNATUREFD, LLC$423K3,259+373add
448Palumbo Wealth Management LLC$421K3,243+343add
449CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$416K3,205−57,241trim
450Wilmington Savings Fund Society, FSB$416K3,2000no change
451HUB Investment Partners, LLC$411K3,167+3,167new
452ANCHYRA PARTNERS LLC$411K3,166−232trim
453Regal Investment Advisors LLC$410K3,152+1,451add
454Lombard Odier Asset Management (Switzerland) SA$405K3,121+3,121new
455Merit Financial Group, LLC$404K3,111+261add
456DARA CAPITAL US, INC.$400K3,081+63add
457ARQ WEALTH ADVISORS, LLC$397K3,057+3,057new
458Opes Wealth Management LLC$397K3,053+15add
459Mariner, LLC$391K3,009−10,326trim
460Coastal Bridge Advisors, LLC$385K2,967+17add
461WASHINGTON CAPITAL MANAGEMENT, INC$381K2,935+2,935new
462Private Advisor Group, LLC$369K2,842−1,008trim
463Perigon Wealth Management, LLC$368K2,830+797add
464Dorsey & Whitney Trust CO LLC$363K2,797−222trim
465MIZUHO MARKETS AMERICAS LLC$362K2,789+2,789new
466Gibbs Wealth Management$362K2,785+2,785new
467TWO SIGMA SECURITIES, LLC$360K2,771+2,771new
468Perbak Capital Partners LLP$359K2,762+2,762new
469GROUPAMA ASSET MANAGMENT$355K2,731−765trim
470JOURNEY STRATEGIC WEALTH LLC$354K2,721+2,721new
471Advisory Alpha, LLC$346K2,662+730add
472PATTON FUND MANAGEMENT, INC.$346K2,660+2,660new
473MATHER GROUP, LLC.$345K2,657+1,703add
474HM PAYSON & CO$339K2,613+1add
475Portside Wealth Group, LLC$338K2,598+453add
476Blue Trust, Inc.$337K2,591+641add
477SCOTIA CAPITAL INC.$335K2,580+511add
478Meiji Yasuda Asset Management Co Ltd.$335K2,576+351add
479TWINBEECH CAPITAL LP$332K2,554+2,554new
480OCCUDO QUANTITATIVE STRATEGIES LP$331K2,706−21,667trim
481Frec Markets, Inc.$328K2,525+2,525new
482Hennion & Walsh Asset Management, Inc.$325K2,501+365add
483BIP Wealth, LLC$325K2,499−86trim
484STEPHENS INC /AR/$325K2,498−289trim
485Snowden Capital Advisors LLC$324K2,493+453add
486Howard Capital Management, LLC$323K2,488−3,342trim
487SAGESPRING WEALTH PARTNERS, LLC$321K2,470+418add
488BIRCH FINANCIAL GROUP, LLC$320K2,465+230add
489CHAPMAN FINANCIAL GROUP, LLC$320K2,462−200trim
490WELCH & FORBES LLC$317K2,4420no change
491SFE Investment Counsel$316K2,435−2,180trim
492Trust Asset Management LLC$308K2,3670no change
493Concurrent Investment Advisors, LLC$306K2,357−2,370trim
494Ramiah Investment Group$306K2,356+2,356new
495Counterpoint Mutual Funds LLC$303K2,333+2,333new
496Legacy Bridge, LLC$303K2,329−44trim
497Phoenix Financial Ltd.$302K2,328−6,116trim
498HARRELL INVESTMENT PARTNERS, LLC$301K2,313−7trim
499Envestnet Portfolio Solutions, Inc.$299K2,299−2,491trim
500Avestar Capital, LLC$293K2,252+698add
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WDAY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $2K–$30K
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $15K–$50K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $9.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · WORKDAY INC

Merged timeline of congressional filings and notable-manager moves on WDAY
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+65,152 sh
2026-05-15Tiger Global Management 13Fexit−1,000,000 sh
2026-05-15Bridgewater Associates 13Fexit−965,117 sh
2026-05-14Caxton Associates 13Ftrim−9,357 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed WDAY — the congressional view ↗