Allen Investment Management, LLC

Position in WDAY — Workday, Inc.

CIK 1326234 NEW YORK, NY

Back to WDAY Full portfolio

Position in WDAY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,532,869

-$1,844,496 QoQ

Shares Held

61,533

-14.7% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#198

of 906 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WDAY Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Allen Investment Management, LLC holds $168,862,999 across 8 Software - Application names. WDAY ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	519,490	$59,315,368
2	SNOW	Snowflake Inc.	191,020	$48,614,590
3	NOW	ServiceNow, Inc.	443,055	$43,986,500
4	WDAY	Workday, Inc. This page	61,533	$7,532,869
5	UBER	Uber Technologies, Inc	70,031	$5,053,436
6	CRM	Salesforce, Inc.	25,052	$3,924,646
7	YOU	Clear Secure, Inc.	4,000	$222,920
8	FICO	Fair Isaac Corp	178	$212,670

All Filings in WDAY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,532,869	61,533	-14.7%	Shares	Defined	2026-08-05
2026-03-31	$9,377,365	72,178	-0.6%	Shares	Defined	2026-05-07
2025-12-31	$15,590,450	72,588	0.0%	Shares	Defined	2026-02-10
2025-09-30	$17,474,109	72,588	-64.6%	Shares	Defined	2025-11-06
2025-06-30	$49,203,600	205,015	-9.4%	Shares	Defined	2025-08-07
2025-03-31	$52,850,174	226,310	+3.4%	Shares	Defined	2025-05-07
2024-12-31	$56,499,280	218,964	+21.9%	Shares	Defined	2025-02-10
2024-09-30	$43,900,435	179,618	+10.3%	Shares	Defined	2024-11-07
2024-06-30	$36,410,993	162,869	+5.5%	Shares	Defined	2024-08-08
2024-03-31	$42,123,782	154,441	+12.0%	Shares	Defined	2024-05-07
2023-12-31	$38,055,147	137,851	+1.6%	Shares	Defined	2024-02-14
2023-09-30	$29,147,410	135,664	+3.5%	Shares	Defined	2023-11-13
2023-06-30	$29,616,889	131,112	+38.0%	Shares	Defined	2023-08-07
2023-03-31	$19,621,506	95,001	+164.9%	Shares	Defined	2023-05-09
2022-12-31	$6,000,119	35,858	-26.1%	Shares	Defined	2023-02-13
2022-09-30	$7,386,627	48,526	-0.6%	Shares	Defined	2022-11-07
2022-06-30	$6,812,481	48,807	-1.5%	Shares	Defined	2022-08-08
2022-03-31	$11,870,271	49,571	-11.6%	Shares	Defined	2022-05-05
2021-12-31	$15,316,929	56,069	+3.0%	Shares	Defined	2022-02-10
2021-09-30	$13,596,514	54,410	+2.4%	Shares	Defined	2021-11-05
2021-06-30	$12,684,256	53,130	0.0%	Shares	Defined	2021-08-11
2021-03-31	$13,199,085	53,130	+12.0%	Shares	Defined	2021-05-17
2020-12-31	$11,367,098	47,440	-0.4%	Shares	Defined	2021-02-03
2020-09-30	$10,245,781	47,626	-1.8%	Shares	Defined	2020-11-03
2020-06-30	$9,091,081	48,522	0.0%	Shares	Defined	2020-08-10
2020-03-31	$6,318,534	48,522	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.