Workday, Inc.
US ˙ NasdaqGS ˙ US98138H1014

SecurityWDAY / Workday, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership6,093 shares
Latest Disclosed Value $ 791,617
Cwm, Llc reports 40.65% increase in ownership of WDAY / Workday, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 6,093 shares of Workday, Inc. (US:WDAY) valued at $791,603 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,332 shares of Workday, Inc.. The current value of the position is $895,062 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.

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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)
2026-05-14 2026-03-31 13F WORKDAY CL A 98138H101 6,093 1,761 40.65 792 0.0021
2026-01-26 2025-12-31 13F WORKDAY CL A 98138H101 4,332 -12,354 -74.04 1 -100.00 0.0025
2025-10-15 2025-09-30 13F WORKDAY CL A 98138H101 16,686 5,492 49.06 4 100.00 0.0121
2025-07-25 2025-06-30 13F WORKDAY CL A 98138H101 11,194 4,305 62.49 3 100.00 0.0095
2025-05-01 2025-03-31 13F WORKDAY CL A 98138H101 6,889 -331 -4.58 2 0.00 0.0064
2025-02-04 2024-12-31 13F WORKDAY CL A 98138H101 7,220 -580 -7.44 2 0.00 0.0077
2024-10-08 2024-09-30 13F WORKDAY CL A 98138H101 7,800 1,549 24.78 2 0.00 0.0082
2024-07-10 2024-06-30 13F WORKDAY CL A 98138H101 6,251 -899 -12.57 1 0.00 0.0066
2024-04-05 2024-03-31 13F WORKDAY CL A 98138H101 7,150 1,683 30.78 2 0.00 0.0095
2024-02-01 2023-12-31 13F WORKDAY CL A 98138H101 5,467 1,776 48.12 2 0.0081
2023-10-11 2023-09-30 13F WORKDAY CL A 98138H101 3,691 405 12.33 1 0.0049
2023-08-03 2023-06-30 13F WORKDAY CL A 98138H101 3,286 487 17.40 1 0.0046
2023-05-01 2023-03-31 13F WORKDAY CL A 98138H101 2,799 -253 -8.29 1 0.0039
2023-02-01 2022-12-31 13F WORKDAY CL A 98138H101 3,052 -7 -0.23 1 -100.00 0.0038
2022-10-27 2022-09-30 13F WORKDAY CL A 98138H101 3,059 626 25.73 466 37.06 0.0037
2022-07-28 2022-06-30 13F WORKDAY CL A 98138H101 2,433 -875 -26.45 340 -57.07 0.0026
2022-04-21 2022-03-31 13F WORKDAY CL A 98138H101 3,308 -101,344 -96.84 792 -97.23 0.0056
2022-01-31 2021-12-31 13F WORKDAY CL A 98138H101 104,652 10,751 11.45 28,589 27.53 0.2013
2021-09-15 2021-06-30 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2021-07-29 2021-06-30 13F WORKDAY CL A 98138H101 93,901 0 22,418 0.1787
2021-09-15 2021-03-31 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2021-04-27 2021-03-31 13F WORKDAY CL A 98138H101 82,470 -11,431 20,488 0.1802
2021-09-15 2020-12-31 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2021-01-27 2020-12-31 13F WORKDAY CL A 98138H101 54,561 -39,340 13,073 0.1225
2021-09-15 2020-09-30 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2020-10-19 2020-09-30 13F WORKDAY CL A 98138H101 12,549 -81,352 2,700 0.0300
2021-09-15 2020-06-30 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2020-07-22 2020-06-30 13F WORKDAY CL A 98138H101 1,632 -92,269 306 0.0036
2021-09-15 2020-03-31 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2020-04-28 2020-03-31 13F WORKDAY CL A 98138H101 2,249 -91,652 293 0.0044
2021-09-14 2019-12-31 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2020-01-27 2019-12-31 13F WORKDAY CL A 98138H101 1,835 -92,066 302 0.0039
2021-09-14 2019-09-30 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2019-10-22 2019-09-30 13F WORKDAY CL A 98138H101 1,769 -92,132 301 0.0044
2021-09-14 2019-06-30 13F/A-1 WORKDAY CL A 98138H101 93,901 0 0.00 22,418 0.00 0.1787
2019-07-31 2019-06-30 13F WORKDAY CL A 98138H101 1,763 -92,138 362 0.0060
2021-09-02 2019-03-31 13F/A-1 WORKDAY CL A 98138H101 93,901 92,392 6,122.73 22,418 9,202.07 0.1787
2019-04-22 2019-03-31 13F WORKDAY CL A 98138H101 1,571 62 303 0.0061
2019-01-25 2018-12-31 13F WORKDAY CL A 98138H101 1,509 1,404 1,337.14 241 1,506.67 0.0060
2018-10-29 2018-09-30 13F WORKDAY CL A 98138H101 105 80 320.00 15 400.00 0.0004
2018-07-31 2018-06-30 13F WORKDAY CL A 98138H101 25 0 0.00 3 0.00 0.0001
2018-04-26 2018-03-31 13F WORKDAY CL A 98138H101 25 25 3 0.0001
2016-04-18 2016-03-31 13F WORKDAY CL A 98138H101 0 -200 -100.00 0 -100.00
2016-02-01 2015-12-31 13F WORKDAY CL A 98138H101 200 0 0.00 16 14.29 0.0016
2015-10-30 2015-09-30 13F WORKDAY CL A 98138H101 200 200 14 0.0014
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.