Public record / Tickers / WDAY

WDAY — Workday, Inc.

Both disclosure regimes on one name: who in Congress filed about WDAY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
41
all PTR rows naming WDAY
Members · 12m
2
9 buys · 3 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every WDAY row by the provable lower bound, never a point estimate.

2 members · 9 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

8 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

24 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 24 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WDAY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WDAY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-18 +23d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 06-05 +27d$15K–$50K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-29 +10d$15K–$50K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 04-14 +24d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 41 ↗

Members active in WDAY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WDAY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-3111−$93.0K to $124K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WDAY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B1
4HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$1.4B1
5STATE STREET CORP$1.2B1
6EAGLE CAPITAL MANAGEMENT LLC$1.1B1
7First Eagle Investment Management, LLC$989M1
8GENERATION INVESTMENT MANAGEMENT LLP$543M1
9BANK OF AMERICA CORP /DE/$489M1
10Invesco Ltd.$426M1
11FIL Ltd$366M1
12Pictet Asset Management Holding SA$364M1
13MORGAN STANLEY$356M1
14UBS Group AG$338M1
15CITIGROUP INC$338M1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$277M1
17NORTHERN TRUST CORP$266M1
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$252M1
19BROWN ADVISORY INC$252M1
20Janus Henderson Group Ltd.$217M1
21Meritage Group LP$211M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$209M1
23Legal & General Group Plc$198M1
24FIRST TRUST ADVISORS LP$184M1
25BAILLIE GIFFORD & CO$178M1
26Amundi$163M1
27Nuveen, LLC$160M1
28VANGUARD FIDUCIARY TRUST CO$160M1
29ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$156M1
30FERNBRIDGE CAPITAL MANAGEMENT LP$143M1
31Tidal Investments LLC$129M1
32DEUTSCHE BANK AG\$119M1
33Temasek Holdings (Private) Ltd$116M1
34NORDEA INVESTMENT MANAGEMENT AB$104M1
35FMR LLC$102M1
36BRISTOL JOHN W & CO INC /NY/$94.5M1
37HSBC HOLDINGS PLC$92.4M1
38Vontobel Holding Ltd.$90.5M1
39CANADA PENSION PLAN INVESTMENT BOARD$90.1M1
40BANK OF MONTREAL /CAN/$88.7M1
41Select Equity Group, L.P.$84.8M1
42Squarepoint Ops LLC$81.5M1
43Swiss National Bank$81.2M1
44Lead Edge Capital Management, LLC$80.0M1
45RENAISSANCE TECHNOLOGIES LLC$75.6M1
46Invenomic Capital Management LP$72.7M1
47FEDERATED HERMES, INC.$71.2M1
48NZS Capital, LLC$69.1M1
49Mitsubishi UFJ Asset Management Co., Ltd.$64.2M1
50Vanguard Global Advisers, LLC$61.9M1
51ALLIANCEBERNSTEIN L.P.$61.6M1
52Carmignac Gestion$59.4M1
53WELLS FARGO & COMPANY/MN$58.4M1
54DIMENSIONAL FUND ADVISORS LP$56.9M1
55Holocene Advisors, LP$55.0M1
56National Pension Service$53.5M1
57MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$50.4M1
58Quantinno Capital Management LP$48.4M1
59ROYAL BANK OF CANADA$48.1M1
60RAYMOND JAMES FINANCIAL INC$47.9M1
61VANGUARD ASSET MANAGEMENT, Ltd$47.7M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$46.6M1
63JACOBS LEVY EQUITY MANAGEMENT, INC$46.0M1
64Retirement Systems of Alabama$44.2M1
65Keenan Capital, LLC$43.8M1
66CITADEL ADVISORS LLC$43.8M1
67ProShare Advisors LLC$40.7M1
68AMERICAN CENTURY COMPANIES INC$33.2M1
69TWO SIGMA INVESTMENTS, LP$33.1M1
70BLAIR WILLIAM & CO/IL$33.1M1
71PRINCIPAL FINANCIAL GROUP INC$32.4M1
72BNP Paribas Asset Management Holding S.A.$32.3M1
73MILLENNIUM MANAGEMENT LLC$32.3M1
74NATIONAL BANK OF CANADA /FI/$30.0M1
75AQR CAPITAL MANAGEMENT LLC$29.0M1
76Aberdeen Group plc$28.9M1
77GUGGENHEIM CAPITAL LLC$26.9M1
78Rockefeller Capital Management L.P.$26.5M1
79Universal- Beteiligungs- und Servicegesellschaft mbH$26.3M1
80ENVESTNET ASSET MANAGEMENT INC$26.0M1
81No Street GP LP$26.0M1
82PFA Pension, Forsikringsaktieselskab$25.8M1
83VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.3M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.2M1
85AVIVA PLC$24.1M1
86Smith Group Asset Management, LLC$22.6M1
87Man Group plc$22.4M1
88Ensign Peak Advisors, Inc$21.2M1
89Alyeska Investment Group, L.P.$21.1M1
90MACKENZIE FINANCIAL CORP$20.8M1
91Zurcher Kantonalbank (Zurich Cantonalbank)$20.8M1
92EXCHANGE TRADED CONCEPTS, LLC$19.5M1
93Robeco Institutional Asset Management B.V.$19.1M1
941832 Asset Management L.P.$18.7M1
95NEOS Investment Management LLC$18.6M1
96COUNTRY TRUST BANK$18.5M1
97Rafferty Asset Management, LLC$18.2M1
98HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$17.8M1
99Mirae Asset Global Investments Co., Ltd.$17.7M1
100Y-Intercept (Hong Kong) Ltd$17.6M1
101Korea Investment CORP$17.5M1
102DANSKE BANK A/S$17.3M1
103Swiss Life Asset Management Ltd$17.3M1
104Distillate Capital Partners LLC$17.3M1
105STATE OF WISCONSIN INVESTMENT BOARD$17.2M1
106US BANCORP \DE\$16.2M1
107Assenagon Asset Management S.A.$15.7M1
108ADAGE CAPITAL PARTNERS GP, L.L.C.$15.7M1
109Ardmore Road Asset Management LP$15.4M1
110TD ASSET MANAGEMENT INC$14.9M1
111FRONTIER CAPITAL MANAGEMENT CO LLC$14.9M1
112BANQUE PICTET & CIE SA$14.8M1
113Connor, Clark & Lunn Investment Management Ltd.$14.6M1
114ALLEN OPERATIONS LLC$14.6M1
115VOYA INVESTMENT MANAGEMENT LLC$14.4M1
116STOREBRAND ASSET MANAGEMENT AS$14.3M1
117APG Asset Management N.V.$14.3M1
118Empowered Funds, LLC$14.0M1
119Vanguard Investments Australia, Ltd.$13.9M1
120ROYAL LONDON ASSET MANAGEMENT LTD$13.8M1
121Chevy Chase Trust Holdings, LLC$13.7M1
122Optimus Prime Fund Management Co., Ltd.$13.6M1
123OSSIAM$13.4M1
124PRUDENTIAL FINANCIAL INC$12.9M1
125WORLDQUANT MILLENNIUM ADVISORS LLC$12.9M1
126TORONTO DOMINION BANK$12.6M1
127SEI INVESTMENTS CO$12.6M1
128Comprehensive Financial Management LLC$12.5M1
129Andra AP-fonden$12.5M1
130M&G Plc$12.4M1
131LPL Financial LLC$12.3M1
132Asset Management One Co., Ltd.$12.3M1
133KLP KAPITALFORVALTNING AS$12.3M1
134CIBC Bancorp USA Inc.$11.7M1
135CIBC Asset Management Inc$11.6M1
136ADVENT INTERNATIONAL, L.P.$11.5M1
137Silvant Capital Management LLC$10.8M1
138United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$10.7M1
139NOMURA ASSET MANAGEMENT CO LTD$10.6M1
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$9.9M1
141Resona Asset Management Co.,Ltd.$9.8M1
142SEB Asset Management AB$9.8M1
143ARMISTICE CAPITAL, LLC$9.6M1
144Creative Planning$9.5M1
145State of New Jersey Common Pension Fund D$9.4M1
146MCRAE CAPITAL MANAGEMENT INC$9.2M1
147Lansforsakringar Fondforvaltning AB (publ)$9.1M1
148Gotham Asset Management, LLC$9.0M1
149Tredje AP-fonden$9.0M1
150Eurizon Capital SGR S.p.A.$8.7M1
151Daiwa Securities Group Inc.$8.3M1
152Swedbank AB$7.9M1
153ICICI Prudential Asset Management Co Ltd$7.8M1
154SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.8M1
155NISSAY ASSET MANAGEMENT CORP /JAPAN$7.7M1
156Beacon Pointe Advisors, LLC$7.7M1
157XPONANCE LLC$7.7M1
158Arizona State Retirement System$7.6M1
159Czech National Bank$7.5M1
160STIFEL FINANCIAL CORP$7.5M1
161Candriam S.C.A.$7.4M1
162PRELUDE CAPITAL MANAGEMENT, LLC$7.3M1
163LAZARD ASSET MANAGEMENT LLC$7.3M1
164STATE OF MICHIGAN RETIREMENT SYSTEM$7.2M1
165FRANKLIN RESOURCES INC$7.1M1
166Jain Global LLC$7.1M1
167Clearline Capital LP$7.0M1
168NATIXIS$6.9M1
169Skye Global Management LP$6.8M1
170Long Focus Capital Management, LLC$6.8M1
171COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.4M1
172Auto-Owners Insurance Co$6.2M1
173MONIMUS CAPITAL MANAGEMENT, LP$6.1M1
174DnB Asset Management AS$6.0M1
175OP Asset Management Ltd$5.9M1
176Prana Capital Management, LP$5.8M1
177NOMURA HOLDINGS INC$5.8M1
178XTX Topco Ltd$5.7M1
179Rakuten Investment Management, Inc.$5.7M1
180Bank Pictet & Cie (Europe) AG$5.6M1
181UniSuper Management Pty Ltd$5.5M1
182IFM Investors Pty Ltd$5.5M1
183TRUIST FINANCIAL CORP$5.4M1
184Investment Management Corp of Ontario$5.3M1
185USS Investment Management Ltd$5.3M1
186PUBLIC SECTOR PENSION INVESTMENT BOARD$5.0M1
187BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.0M1
188TEACHER RETIREMENT SYSTEM OF TEXAS$4.9M1
189VAN DEN BERG MANAGEMENT I, INC$4.9M1
190COMMONWEALTH EQUITY SERVICES, LLC$4.9M1
191HARBER ASSET MANAGEMENT LLC$4.8M1
192Calamos Advisors LLC$4.7M1
193Sienna Gestion$4.7M1
194Voleon Capital Management LP$4.7M1
195Varma Mutual Pension Insurance Co$4.5M1
196Utah Retirement Systems$4.5M1
197CEERA INVESTMENTS, LLC$4.4M1
198NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.4M1
199Beck Bode, LLC$4.3M1
200INSPIRION WEALTH ADVISORS, LLC$4.3M1
201CastleKnight Management LP$4.3M1
202D. E. Shaw & Co., Inc.$4.2M1
203Pathstone Holdings, LLC$4.1M1
204Cetera Investment Advisers$4.0M1
205WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.0M1
206CREDIT AGRICOLE S A$4.0M1
207FIFTH THIRD BANCORP$4.0M1
208BANK OF NOVA SCOTIA$3.9M1
209Corient Private Wealth LLC$3.8M1
210BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.8M1
211Quadrature Capital Ltd$3.8M1
212Sumitomo Mitsui DS Asset Management Company, Ltd$3.8M1
213S-Bank Fund Management Ltd$3.8M1
214OSAIC HOLDINGS, INC.$3.7M1
215ASR Vermogensbeheer N.V.$3.7M1
216REGIONS FINANCIAL CORP$3.5M1
217EULAV Asset Management$3.5M1
218HighTower Advisors, LLC$3.5M1
219MACQUARIE GROUP LTD$3.5M1
220Brevan Howard Capital Management LP$3.5M1
221Cynosure Group, LLC$3.4M1
222Vanguard Personalized Indexing Management, LLC$3.4M1
223GRIMES & Co WEALTH MANAGEMENT, LLC$3.4M1
224Aquatic Capital Management LLC$3.3M1
225WELLINGTON MANAGEMENT GROUP LLP$3.3M1
226O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.3M1
227SHELTON CAPITAL MANAGEMENT$3.3M1
228B. Metzler seel. Sohn & Co. AG$3.3M1
229GATEWAY INVESTMENT ADVISERS LLC$3.3M1
230OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
231LBP AM SA$3.1M1
232PROFUND ADVISORS LLC$3.0M1
233MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.9M1
234SANDERS MORRIS HARRIS LLC$2.8M1
235Qube Research & Technologies Ltd$2.8M1
236Norinchukin Bank, The$2.7M1
237AE Wealth Management LLC$2.7M1
238RWA WEALTH PARTNERS, LLC$2.7M1
239Summit Trail Advisors, LLC$2.7M1
240AMERICAN FINANCIAL GROUP INC$2.6M1
241Cerity Partners LLC$2.6M1
242Federation des caisses Desjardins du Quebec$2.6M1
243LGT Group Foundation$2.5M1
244PINKERTON WEALTH, LLC$2.5M1
245Leonteq Securities AG$2.5M1
246New Age Alpha Advisors, LLC$2.5M1
247Linden Thomas Advisory Services, LLC$2.5M1
248QUADRANT CAPITAL GROUP LLC$2.4M1
249Tejara Capital Ltd$2.4M1
250Bleakley Financial Group, LLC$2.3M1
251Brookstone Capital Management$2.3M1
252WINTON GROUP Ltd$2.3M1
253Illinois Municipal Retirement Fund$2.3M1
254Soapstone Management L.P.$2.3M1
255Sava Infond d.o.o.$2.3M1
256Sanctuary Advisors, LLC$2.2M1
257Focus Partners Wealth$2.2M1
258Tower Research Capital LLC (TRC)$2.2M1
259SCHRODER INVESTMENT MANAGEMENT GROUP$2.1M1
260Atria Investments, Inc$2.1M1
261AZZAD ASSET MANAGEMENT INC /ADV$2.1M1
262Archon Capital Management LLC$2.1M1
263Alamar Capital Management, LLC$2.0M1
264Avanza Fonder AB$2.0M1
265CAPSTONE INVESTMENT ADVISORS, LLC$2.0M1
266Darwin Wealth Management, LLC$2.0M1
267Freestone Capital Holdings, LLC$2.0M1
268Generali Asset Management SPA SGR$1.9M1
269OPPENHEIMER & CO INC$1.9M1
270SEIZERT CAPITAL PARTNERS, LLC$1.9M1
271NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.8M1
272Capital Advantage, Inc.$1.8M1
273MML INVESTORS SERVICES, LLC$1.8M1
274MGO ONE SEVEN LLC$1.8M1
275Clarkston Capital Partners, LLC$1.8M1
276PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.8M1
277Aurora Investment Counsel$1.8M1
278TD Waterhouse Canada Inc.$1.8M1
279Boomfish Wealth Group, LLC$1.8M1
280M&T BANK CORP$1.8M1
281Wealthfront Advisers LLC$1.7M1
282Lido Advisors, LLC$1.7M1
283Concentric Capital Strategies, LP$1.7M1
284Allianz Asset Management GmbH$1.7M1
285MIZUHO SECURITIES USA LLC$1.7M1
286E Fund Management Co., Ltd.$1.7M1
287OSTERWEIS CAPITAL MANAGEMENT INC$1.7M1
288Jefferies Financial Group Inc.$1.7M1
289Mirador Capital Partners LP$1.6M1
290Arcus Capital Partners, LLC$1.6M1
291Baird Financial Group, Inc.$1.6M1
292ALPS ADVISORS INC$1.6M1
293NLB Skladi, upravljanje premozenja, d.o.o.$1.6M1
294Donor Advised Charitable Giving, Inc.$1.6M1
295Elo Mutual Pension Insurance Co$1.6M1
296SummitTX Capital, L.P.$1.6M1
297HARRIS ASSOCIATES L P$1.5M1
298Banco Santander, S.A.$1.5M1
299Leelyn Smith, LLC$1.5M1
300INCEPTIONR LLC$1.5M1
301PRUDENTIAL PLC$1.5M1
302OPPENHEIMER ASSET MANAGEMENT INC.$1.4M1
303Night Squared LP$1.4M1
304Alphadyne Asset Management LP$1.4M1
305NewEdge Advisors, LLC$1.4M1
306Kintegral Advisory, LLC$1.4M1
307Circle Wealth Management, LLC$1.4M1
308Weiss Asset Management LP$1.4M1
309Maryland State Retirement & Pension System$1.4M1
310COMMERCE BANK$1.4M1
311Crossmark Global Holdings, Inc.$1.4M1
312MISSION WEALTH MANAGEMENT, LP$1.3M1
313ABN AMRO INVESTMENT SOLUTIONS$1.3M1
314Epoch Investment Partners, Inc.$1.3M1
315Odyssean, LLC$1.3M1
316Verition Fund Management LLC$1.3M1
317FORMULA GROWTH LTD$1.3M1
318Sendero Wealth Management, LLC$1.3M1
319QRG CAPITAL MANAGEMENT, INC.$1.3M1
320Allspring Global Investments Holdings, LLC$1.3M1
321SCS Capital Management LLC$1.3M1
322OMERS ADMINISTRATION Corp$1.3M1
323Catalyst Capital Advisors LLC$1.3M1
324Sound View Wealth Advisors Group, LLC$1.3M1
325Laird Norton Wetherby Trust Company, LLC$1.2M1
326MERCER GLOBAL ADVISORS INC /ADV$1.2M1
327FARLEY CAPITAL L.P.$1.2M1
328Chicago Capital, LLC$1.2M1
329Vident Advisory, LLC$1.2M1
330Siemens Fonds Invest GmbH$1.2M1
331Kazazian Asset Management, LLC$1.2M1
332Saber Capital Managment, LLC$1.2M1
333Permanens Capital L.P.$1.1M1
334CHOREO, LLC$1.1M1
335MUFG Securities EMEA plc$1.1M1
336Third View Private Wealth, LLC$1.1M1
337Krane Funds Advisors LLC$1.1M1
338AlphaCore Capital LLC$1.1M1
339Sequoia Financial Advisors, LLC$1.1M1
340Woodline Partners LP$1.1M1
341HighVista Strategies LLC$1.1M1
342Capital Wealth Planning, LLC$1.1M1
343Waterfront Wealth Inc.$1.1M1
344PKO Investment Management Joint-Stock Co$1.0M1
345Saudi Central Bank$1.0M1
346NewEdge Wealth, LLC$1.0M1
347Point Windward Advisors Inc.$1.0M1
348Vise Technologies, Inc.$977K1
349TOKIO MARINE ASSET MANAGEMENT CO LTD$950K1
350Metis Global Partners, LLC$945K1
351Edgestream Partners, L.P.$942K1
352HB Wealth Management, LLC$940K1
353WOODMONT INVESTMENT COUNSEL LLC$937K1
354Inscription Capital, LLC$936K1
355Militia Capital Management LLC$933K1
356LAVELLE CAPITAL LP$928K1
357Polymer Capital Management (US) LLC$925K1
358ODDO BHF ASSET MANAGEMENT SAS$912K1
359ASSETMARK, INC$907K1
360NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$885K1
361Dai-ichi Life Insurance Company, Ltd$883K1
362Institute for Wealth Management, LLC.$882K1
363Advisors Asset Management, Inc.$857K1
364YHB Investment Advisors, Inc.$826K1
365Carnegie Investment Counsel$811K1
366North Dakota State Investment Board$808K1
367PARAGON CAPITAL MANAGEMENT INC$797K1
368Balentine LLC$794K1
369CWM, LLC$792K1
370Atlantic Union Bankshares Corp$783K1
371Blueshift Asset Management, LLC$783K1
372Sepio Capital, LP$771K1
373Global X Japan Co., Ltd.$764K1
374Prospera Financial Services Inc$760K1
375Glenview Trust Co$754K1
376SECURIAN ASSET MANAGEMENT, INC$751K1
377CSS LLC/IL$745K1
378EVENTIDE ASSET MANAGEMENT, LLC$722K1
379BOOTHBAY FUND MANAGEMENT, LLC$714K1
380BROOKS, MOORE & ASSOCIATES, INC.$691K1
381Orion Porfolio Solutions, LLC$689K1
382DAVENPORT & Co LLC$685K1
383Banque Cantonale Vaudoise$683K1
384Knollwood Investment Advisory, LLC$676K1
385NEXPOINT ASSET MANAGEMENT, L.P.$675K1
386Meeder Advisory Services, Inc.$662K1
387&PARTNERS$652K1
388Numerai GP LLC$651K1
389Aaron Wealth Advisors LLC$639K1
390Intellectus Partners, LLC$631K1
391Marks Group Wealth Management, Inc$628K1
392EP Wealth Advisors, LLC$627K1
393MILESTONE ASSET MANAGEMENT, LLC$626K1
394Caprock Group, LLC$622K1
395Steward Partners Investment Advisory, LLC$621K1
396Callan Family Office, LLC$617K1
397Mendel Money Management$592K1
398CAXTON ASSOCIATES LLP$587K1
399POWER WEALTH MANAGEMENT LLC$575K1
400IEQ CAPITAL, LLC$568K1
401Tyche Wealth Partners LLC$564K1
402Kestra Advisory Services, LLC$559K1
403Jefferson Bridge Capital, LLC$559K1
404Rare Wolf Capital LLC$549K1
405Apollon Wealth Management, LLC$542K1
406Kera Capital Partners, Inc.$536K1
407Krilogy Financial LLC$530K1
408BENJAMIN EDWARDS INC$527K1
409UNITED CAPITAL FINANCIAL ADVISORS, LLC$526K1
410Aptus Capital Advisors, LLC$525K1
411Gryphon Financial Partners LLC$525K1
412Cache Advisors, LLC$523K1
413Chicago Partners Investment Group LLC$523K1
414Twin Lakes Capital Management, LLC$512K1
415EntryPoint Capital, LLC$511K1
416Waldron Private Wealth LLC$505K1
417Savant Capital, LLC$503K1
418EVOLVE PRIVATE WEALTH, LLC$497K1
419NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$492K1
420Evanson Asset Management, LLC$491K1
421NORDEN GROUP LLC$483K1
422Kingsview Wealth Management, LLC$482K1
423LaFleur & Godfrey LLC$478K1
424KEYBANK NATIONAL ASSOCIATION/OH$477K1
425EVERGREEN CAPITAL MANAGEMENT LLC$474K1
426Marex Group Ltd$473K1
427FIGURE 8 INVESTMENT STRATEGIES LLC$464K1
428COLDSTREAM CAPITAL MANAGEMENT INC$461K1
429Cresset Asset Management, LLC$458K1
43071 West Capital Partners$451K1
431Vinva Investment Management Ltd$449K1
432Callahan Advisors, LLC$446K1
433MAI Capital Management$444K1
434Vestmark Advisory Solutions, Inc.$443K1
435Dynamic Technology Lab Private Ltd$442K1
436JANE STREET GROUP, LLC$440K1
437IHT Wealth Management, LLC$436K1
438TICINO WEALTH$435K1
439TEMA ETFS LLC$435K1
440Savvy Advisors, Inc.$435K1
441Blackstone Inc.$435K1
442BALYASNY ASSET MANAGEMENT L.P.$433K1
443MATTERN CAPITAL MANAGEMENT, LLC$433K1
444Baader Bank Aktiengesellschaft$428K1
445Engineers Gate Manager LP$427K1
446Arax Advisory Partners$426K1
447SIGNATUREFD, LLC$423K1
448Palumbo Wealth Management LLC$421K1
449CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$416K1
450Wilmington Savings Fund Society, FSB$416K1
451HUB Investment Partners, LLC$411K1
452ANCHYRA PARTNERS LLC$411K1
453Regal Investment Advisors LLC$410K1
454Lombard Odier Asset Management (Switzerland) SA$405K1
455Merit Financial Group, LLC$404K1
456DARA CAPITAL US, INC.$400K1
457ARQ WEALTH ADVISORS, LLC$397K1
458Opes Wealth Management LLC$397K1
459Mariner, LLC$391K1
460Coastal Bridge Advisors, LLC$385K1
461WASHINGTON CAPITAL MANAGEMENT, INC$381K1
462Private Advisor Group, LLC$369K1
463Perigon Wealth Management, LLC$368K1
464Dorsey & Whitney Trust CO LLC$363K1
465MIZUHO MARKETS AMERICAS LLC$362K1
466Gibbs Wealth Management$362K1
467TWO SIGMA SECURITIES, LLC$360K1
468Perbak Capital Partners LLP$359K1
469GROUPAMA ASSET MANAGMENT$355K1
470JOURNEY STRATEGIC WEALTH LLC$354K1
471Advisory Alpha, LLC$346K1
472PATTON FUND MANAGEMENT, INC.$346K1
473MATHER GROUP, LLC.$345K1
474HM PAYSON & CO$339K1
475Portside Wealth Group, LLC$338K1
476Blue Trust, Inc.$337K1
477SCOTIA CAPITAL INC.$335K1
478Meiji Yasuda Asset Management Co Ltd.$335K1
479TWINBEECH CAPITAL LP$332K1
480OCCUDO QUANTITATIVE STRATEGIES LP$331K1
481Frec Markets, Inc.$328K1
482Hennion & Walsh Asset Management, Inc.$325K1
483BIP Wealth, LLC$325K1
484STEPHENS INC /AR/$325K1
485Snowden Capital Advisors LLC$324K1
486Howard Capital Management, LLC$323K1
487SAGESPRING WEALTH PARTNERS, LLC$321K1
488BIRCH FINANCIAL GROUP, LLC$320K1
489CHAPMAN FINANCIAL GROUP, LLC$320K1
490WELCH & FORBES LLC$317K1
491SFE Investment Counsel$316K1
492Trust Asset Management LLC$308K1
493Concurrent Investment Advisors, LLC$306K1
494Ramiah Investment Group$306K1
495Counterpoint Mutual Funds LLC$303K1
496Legacy Bridge, LLC$303K1
497Phoenix Financial Ltd.$302K1
498HARRELL INVESTMENT PARTNERS, LLC$301K1
499Envestnet Portfolio Solutions, Inc.$299K1
500Avestar Capital, LLC$293K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)9 buy / 3 sell
Congress net ($ bound)−$92.0K to $139K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WDAY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming WDAY
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for WDAY · financials and macro

Financials — as filed PLANNED

WDAY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WDAY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing