Workday, Inc.
US ˙ NasdaqGS ˙ US98138H1014

SecurityWDAY / Workday, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,075 shares
Latest Disclosed Value $ 139,664
IFP Advisors, Inc reports 13.72% decrease in ownership of WDAY / Workday, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,075 shares of Workday, Inc. (US:WDAY) valued at $139,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,246 shares of Workday, Inc.. This represents a change in shares of -13.72% during the quarter. The current value of the position is $157,918 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F WORKDAY cs 98138H101 1,075 -171 -13.72 140 -47.94 0.0029
2026-02-06 2025-12-31 13F WORKDAY cs 98138H101 1,246 -1,412 -53.12 268 -58.22 0.0060
2026-02-06 2025-09-30 13F/A-1 WORKDAY cs 98138H101 2,658 -131 -4.70 640 -4.48 0.0166
2025-12-02 2025-09-30 13F WORKDAY cs 98138H101 2,656 -133 641 0.0165
2025-07-24 2025-06-30 13F WORKDAY cs 98138H101 2,789 -73 -2.55 670 0.15 0.0190
2025-05-05 2025-03-31 13F WORKDAY cs 98138H101 2,862 355 14.16 669 3.41 0.0206
2025-02-04 2024-12-31 13F WORKDAY cs 98138H101 2,507 883 54.37 647 63.13 0.0212
2025-02-04 2024-09-30 13F WORKDAY cs 98138H101 1,624 462 39.76 397 52.90 0.0143
2024-07-30 2024-06-30 13F WORKDAY cs 98138H101 1,162 14 1.22 260 -17.25 0.0103
2024-07-30 2024-03-31 13F WORKDAY cs 98138H101 1,148 -16 -1.37 313 -2.49 0.0137
2024-01-09 2023-12-31 13F WORKDAY cs 98138H101 1,164 155 15.36 321 48.61 0.0152
2023-10-12 2023-09-30 13F WORKDAY cs 98138H101 1,009 -142 -12.34 217 -17.24 0.0098
2023-08-14 2023-06-30 13F/A-1 WORKDAY cs 98138H101 1,151 296 34.62 262 143.93 0.0109
2023-08-04 2023-06-30 13F WORKDAY cs 98138H101 1,151 296 146 0.0068
2023-04-18 2023-03-31 13F WORKDAY cs 98138H101 855 -451 -34.53 108 0.0047
2023-02-07 2022-12-31 13F WORKDAY cs 98138H101 1,306 -72 -5.22 0 -100.00 0.0048
2022-11-08 2022-09-30 13F WORKDAY cs 98138H101 1,378 235 20.56 189 21.94 0.0049
2022-09-06 2022-06-30 13F/A-1 WORKDAY cs 98138H101 1,143 0 0.00 155 0.00 0.0050
2022-09-06 2022-03-31 13F/A-1 WORKDAY cs 98138H101 1,143 751 191.58 155 43.52 0.0050
2022-08-08 2022-03-31 13F WORKDAY INC CL A Stock 98138H101 576 184 78 0.0016
2022-01-12 2021-12-31 13F WORKDAY INC CL A Stock 98138H101 392 119 43.59 108 58.82 0.0021
2021-10-06 2021-09-30 13F WORKDAY INC CL A Stock 98138H101 273 3 1.11 68 4.62 0.0014
2021-07-13 2021-06-30 13F WORKDAY INC CL A Stock 98138H101 270 36 15.38 65 12.07 0.0013
2021-04-30 2021-03-31 13F WORKDAY INC CL A Stock 98138H101 234 -205 -46.70 58 -45.79 0.0011
2021-01-25 2020-12-31 13F WORKDAY INC CL A Stock 98138H101 439 147 50.34 107 72.58 0.0043
2020-10-29 2020-09-30 13F WORKDAY INC CL A Stock 98138H101 292 1 0.34 62 14.81 0.0037
2020-08-05 2020-06-30 13F WORKDAY INC CL A Stock 98138H101 291 107 58.15 54 100.00 0.0043
2020-05-12 2020-03-31 13F WORKDAY INC CL A Stock 98138H101 184 -2 -1.08 27 -10.00 0.0027
2020-01-17 2019-12-31 13F WORKDAY INC CL A Stock 98138H101 186 -91 -32.85 30 -37.50 0.0023
2019-11-07 2019-09-30 13F WORKDAY INC CL A Stock 98138H101 277 263 1,878.57 48 1,500.00 0.0032
2019-05-15 2019-03-31 13F WORKDAY INCCL A Stock 98138H101 14 -261 -94.91 3 -93.18 0.0004
2019-06-03 2018-12-31 13F/A-10 WORKDAY INC COM Stock 98138H101 275 -1,834 -86.96 44 -85.71 0.0027
2019-01-23 2018-12-31 13F WORKDAY INC COM Stock 98138H101 275 -1,834 44 0.0027
2019-06-03 2018-09-30 13F/A-9 WORKDAY INC COM Stock 98138H101 2,109 903 74.88 308 110.96 0.0126
2018-10-25 2018-09-30 13F WORKDAY INC COM Stock 98138H101 2,109 903 308 0.0126
2019-06-03 2018-06-30 13F/A-8 WORKDAY INC COM Stock 98138H101 1,206 10 0.84 146 19.67 0.0061
2018-08-07 2018-06-30 13F WORKDAY INC COM Stock 98138H101 1,206 60 146
2019-06-03 2018-03-31 13F/A-7 WORKDAY INC CL A Stock 98138H101 1,196 0 0.00 122 0.00 0.0055
2018-05-09 2018-03-31 13F WORKDAY INC COM Stock 98138H101 1,146 -50 146
2019-06-03 2017-12-31 13F/A-6 WORKDAY INC CL A Stock 98138H101 1,196 -30 -2.45 122 -5.43 0.0055
2018-01-24 2017-12-31 13F WORKDAY INC CL A Stock 98138H101 1,196 -30 122
2017-10-30 2017-09-30 13F WORKDAY INC CL A Stock 98138H101 1,226 50 4.25 129 13.16 0.0051
2019-06-03 2017-06-30 13F/A-5 WORKDAY INC CL A Stock 98138H101 1,176 176 17.60 114 37.35 0.0048
2017-07-31 2017-06-30 13F WORKDAY INC CL A Stock 98138H101 1,176 176 114
2019-06-03 2017-03-31 13F/A-4 WORKDAY INC CL A Stock 98138H101 1,000 0 0.00 83 25.76 0.0036
2017-04-26 2017-03-31 13F WORKDAY INC CL A Stock 98138H101 1,000 0 83
2019-06-03 2016-12-31 13F/A-3 WORKDAY INC CL A Stock 98138H101 1,000 -68 -6.37 66 -32.65 0.0032
2017-02-14 2016-12-31 13F WORKDAY INC CL A Stock 98138H101 1,000 -68 66
2016-11-04 2016-09-30 13F WORKDAY INC CL A Stock 98138H101 1,068 0 0.00 98 22.50 0.0051
2019-06-03 2016-06-30 13F/A-2 WORKDAY INC CL A Stock 98138H101 1,068 1,054 7,528.57 80 2,566.67 0.0045
2016-08-22 2016-06-30 13F WORKDAY INC CL A Stock 98138H101 1,068 1,054 80
2019-06-03 2016-03-31 13F/A-1 WORKDAY INCCL A Stock 98138H101 14 -1,054 -98.69 3 -96.47 0.0004
2016-05-02 2016-03-31 13F WORKDAY INC CL A Stock 98138H101 1,068 0 82
2016-02-11 2015-12-31 13F WORKDAY INC CL A Stock 98138H101 1,068 1,068 85 0.0057
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.