Position in WDAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,267,880
+$77,734,664 QoQ
Shares Held
639,339
+28764.1% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#49
of 906 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WDAY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $692,804,034 across 15 Software - Application names. WDAY ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,740,423 | $272,654,667 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,443,141 | $248,457,054 | |
| 3 | WDAY |
Workday, Inc.
This page
|
639,339 | $78,267,880 | |
| 4 | BL |
Blackline, Inc.
|
2,403,510 | $67,466,525 | |
| 5 | ADP |
Automatic Data Processing Inc
|
43,280 | $9,692,556 | |
| 6 | NATL |
NCR Atleos Corp
|
201,195 | $8,733,874 | |
| 7 | LYFT |
Lyft, Inc.
|
200,000 | $2,922,000 | |
| 8 | BLND |
Blend Labs, Inc.
|
659,768 | $1,128,203 |
All Filings in WDAY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,267,880 | 639,339 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $533,216 | 2,215 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $612,240 | 2,551 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $818 | 3 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $828 | 3 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $429 | 2 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $70,251 | 311 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,177 | 180 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||