워크데이, Inc.
MX ˙ BMV ˙ US98138H1014
SecurityMX:WDAY / Workday, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership20,766 shares
Latest Disclosed Value $ 2,697,826
AE Wealth Management LLC reports 2.43% increase in ownership of WDAY / Workday, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 20,766 shares of Workday, Inc. (MX:WDAY) valued at $2,697,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 20,274 shares of Workday, Inc.. This represents a change in shares of 2.43% 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)
2026-05-13 2026-03-31 13F WORKDAY CL A 98138H101 20,766 492 2.43 2,698 -38.06 0.0004
2026-01-26 2025-12-31 13F WORKDAY CL A 98138H101 20,274 3,747 22.67 4,354 9.45 0.0250
2025-11-03 2025-09-30 13F WORKDAY CL A 98138H101 16,527 3,332 25.25 3,978 25.65 0.0254
2025-08-06 2025-06-30 13F WORKDAY CL A 98138H101 13,195 1,299 10.92 3,167 13.97 0.0231
2025-05-06 2025-03-31 13F WORKDAY CL A 98138H101 11,896 46 0.39 2,778 -9.13 0.0234
2025-02-13 2024-12-31 13F WORKDAY CL A 98138H101 11,850 -8 -0.07 3,058 5.49 0.0259
2024-11-14 2024-09-30 13F WORKDAY CL A 98138H101 11,858 466 4.09 2,898 13.83 0.0263
2024-08-12 2024-06-30 13F WORKDAY CL A 98138H101 11,392 851 8.07 2,547 -11.44 0.0255
2024-05-15 2024-03-31 13F WORKDAY CL A 98138H101 10,541 -31,167 -74.73 2,875 -76.12 0.0325
2024-02-14 2023-12-31 13F WORKDAY CL A 98138H101 41,708 -5,614 -11.86 12,038 18.40 0.0615
2023-10-11 2023-09-30 13F WORKDAY CL A 98138H101 47,322 212 0.45 10,167 -4.45 0.0608
2023-07-10 2023-06-30 13F WORKDAY CL A 98138H101 47,110 -21,691 -31.53 10,642 -25.12 0.0640
2023-04-14 2023-03-31 13F WORKDAY CL A 98138H101 68,801 5,897 9.37 14,210 35.01 0.0915
2023-01-31 2022-12-31 13F WORKDAY CL A 98138H101 62,904 29,493 88.27 10,526 106.94 0.0761
2022-10-25 2022-09-30 13F WORKDAY CL A 98138H101 33,411 4,982 17.52 5,086 28.18 0.0403
2022-08-03 2022-06-30 13F WORKDAY CL A 98138H101 28,429 3,384 13.51 3,968 -33.83 0.0317
2022-04-18 2022-03-31 13F WORKDAY CL A 98138H101 25,045 -436 -1.71 5,997 -13.85 0.0411
2022-01-20 2021-12-31 13F WORKDAY CL A 98138H101 25,481 -4,673 -15.50 6,961 -7.62 0.0485
2021-11-01 2021-09-30 13F WORKDAY CL A 98138H101 30,154 4,845 19.14 7,535 24.71 0.0621
2021-07-21 2021-06-30 13F WORKDAY CL A 98138H101 25,309 2,434 10.64 6,042 6.32 0.0528
2021-04-27 2021-03-31 13F WORKDAY CL A 98138H101 22,875 2,900 14.52 5,683 18.74 0.0574
2021-02-01 2020-12-31 13F WORKDAY CL A 98138H101 19,975 5,920 42.12 4,786 58.27 0.0543
2020-11-06 2020-09-30 13F WORKDAY CL A 98138H101 14,055 4,263 43.54 3,024 64.80 0.0432
2020-08-05 2020-06-30 13F WORKDAY CL A 98138H101 9,792 1,732 21.49 1,835 74.76 0.0284
2020-05-07 2020-03-31 13F WORKDAY CL A 98138H101 8,060 6,185 329.87 1,050 240.91 0.0241
2020-01-15 2019-12-31 13F WORKDAY CL A 98138H101 1,875 510 37.36 308 32.76 0.0067
2019-11-05 2019-09-30 13F WORKDAY CL A 98138H101 1,365 -598 -30.46 232 -42.57 0.0067
2019-07-22 2019-06-30 13F WORKDAY CL A 98138H101 1,963 1,963 404 0.0121
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.