Workday, Inc.
MX ˙ BMV ˙ US98138H1014
SecurityMX:WDAY / Workday, Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership29,172 shares
Latest Disclosed Value $ 3,790,026
Lyell Wealth Management, Lp reports 59.26% decrease in ownership of WDAY / Workday, Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 29,172 shares of Workday, Inc. (MX:WDAY) valued at $3,790,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 71,598 shares of Workday, Inc.. This represents a change in shares of -59.26% during the quarter.

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.

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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)
2026-05-07 2026-03-31 13F WORKDAY INC CL A Stock 98138H101 29,172 -42,426 -59.26 3,790 -75.35 0.2785
2026-02-11 2025-12-31 13F WORKDAY INC CL A Stock 98138H101 71,598 -9,963 -12.22 15,378 -21.68 1.1135
2025-11-06 2025-09-30 13F WORKDAY INC CL A Stock 98138H101 81,561 -12,626 -13.41 19,634 -13.14 1.4584
2025-07-29 2025-06-30 13F WORKDAY INC CL A Stock 98138H101 94,187 940 1.01 22,605 3.81 1.7854
2025-05-08 2025-03-31 13F WORKDAY INC CL A Stock 98138H101 93,247 1,781 1.95 21,776 -7.73 2.0355
2025-02-03 2024-12-31 13F WORKDAY INC CL A Stock 98138H101 91,466 538 0.59 23,601 6.20 2.1156
2024-10-23 2024-09-30 13F WORKDAY INC CL A Stock 98138H101 90,928 -9,536 -9.49 22,224 -1.05 2.0207
2024-08-08 2024-06-30 13F WORKDAY INC CL A Stock 98138H101 100,464 5,026 5.27 22,460 -13.72 2.1444
2024-05-03 2024-03-31 13F WORKDAY INC CL A Stock 98138H101 95,438 4,890 5.40 26,031 4.14 2.6467
2024-02-02 2023-12-31 13F WORKDAY INC CL A Stock 98138H101 90,548 1,277 1.43 24,997 30.33 2.8418
2023-10-31 2023-09-30 13F WORKDAY INC CL A Stock 98138H101 89,271 -1,090 -1.21 19,180 -6.04 2.5794
2023-08-04 2023-06-30 13F WORKDAY INC CL A Stock 98138H101 90,361 43 0.05 20,412 9.42 2.6088
2023-05-03 2023-03-31 13F WORKDAY INC CL A Stock 98138H101 90,318 2,150 2.44 18,654 26.44 2.6113
2023-01-24 2022-12-31 13F WORKDAY INC CL A Stock 98138H101 88,168 -1,182 -1.32 14,753 8.47 2.3300
2022-10-24 2022-09-30 13F WORKDAY INC CL A Stock 98138H101 89,350 -830 -0.92 13,601 8.06 2.3158
2022-07-28 2022-06-30 13F WORKDAY CL A 98138H101 90,180 -13 -0.01 12,587 -41.72 2.0527
2022-05-04 2022-03-31 13F WORKDAY CL A 98138H101 90,193 510 0.57 21,598 -11.84 2.7797
2022-02-08 2021-12-31 13F WORKDAY CL A 98138H101 89,683 -2,333 -2.54 24,500 6.55 2.7965
2021-11-10 2021-09-30 13F WORKDAY CL A 98138H101 92,016 -7,565 -7.60 22,994 -3.28 2.7966
2021-08-09 2021-06-30 13F WORKDAY CL A 98138H101 99,581 1,496 1.53 23,774 -2.43 2.9427
2021-05-07 2021-03-31 13F WORKDAY CL A 98138H101 98,085 1,548 1.60 24,367 5.34 3.5496
2021-02-04 2020-12-31 13F WORKDAY CL A 98138H101 96,537 20,407 26.81 23,131 41.23 3.6943
2020-11-04 2020-09-30 13F WORKDAY CL A 98138H101 76,130 -1,397 -1.80 16,378 12.76 3.0684
2020-07-30 2020-06-30 13F WORKDAY CL A 98138H101 77,527 0 0.00 14,525 43.87 3.1864
2020-05-11 2020-03-31 13F WORKDAY CL A 98138H101 77,527 0 0.00 10,096 -20.81 3.0182
2020-02-05 2019-12-31 13F WORKDAY CL A 98138H101 77,527 0 0.00 12,749 -3.24 3.4041
2019-11-06 2019-09-30 13F WORKDAY CL A 98138H101 77,527 0 0.00 13,176 -17.33 3.9598
2019-08-01 2019-06-30 13F WORKDAY CL A 98138H101 77,527 0 0.00 15,938 6.60 4.8046
2019-05-06 2019-03-31 13F WORKDAY CL A 98138H101 77,527 25 0.03 14,951 20.81 4.9911
2019-02-09 2018-12-31 13F Workday CL A 98138H101 77,502 50 0.06 12,376 9.46 5.1674
2018-10-30 2018-09-30 13F Workday Inc CL A 98138H101 77,452 -10,400 -11.84 11,306 6.25 3.8067
2018-07-27 2018-06-30 13F Workday Inc CL A 98138H101 87,852 -4,405 -4.77 10,641 -9.26 3.8893
2018-05-04 2018-03-31 13F Workday Inc CL A 98138H101 92,257 -785 -0.84 11,727 23.89 4.3386
2018-01-30 2017-12-31 13F Workday Inc CL A 98138H101 93,042 0 0.00 9,466 -3.47 3.7595
2017-10-26 2017-09-30 13F Workday Inc CL A 98138H101 93,042 0 0.00 9,806 8.65 4.2347
2017-07-27 2017-06-30 13F Workday Inc CL A 98138H101 93,042 0 0.00 9,025 16.47 4.3920
2017-05-08 2017-03-31 13F Workday Inc Equity 98138H101 93,042 -7,500 -7.46 7,749 16.61 4.1929
2017-02-13 2016-12-31 13F Workday Inc Common Class A 98138H101 100,542 100,542 6,645 4.1285
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.