Hotchkis & Wiley Capital Management LLC
· Added
+$618M
Change
+3.9M
Date
Q1 2026
WD
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hotchkis & Wiley Capital Management LLC
· Added
+$618M
Change
+3.9M
Date
Q1 2026
|
Hotchkis & Wiley Capital Management LLC | Added· Q1 2026 | +$618M | +3.9M | – | Q1 2026 | |||||
|
Janus Henderson Group PLC
· Reduced
−$530M
Change
−3.3M
Date
Q1 2026
|
Janus Henderson Group PLC | Reduced· Q1 2026 | −$530M | −3.3M | – | Q1 2026 | |||||
|
First Eagle Investment Management, LLC
· Added
+$519M
Change
+3.3M
Δ Own
+75.4%
Date
Q1 2026
|
First Eagle Investment Management, LLC | Added· Q1 2026 | +$519M | +3.3M | +75.4% | Q1 2026 | |||||
|
Vanguard
· Added
+$420M
Change
+2.6M
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$420M | +2.6M | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Added
+$414M
Change
+2.6M
Date
Q1 2026
|
Goldman Sachs Group Inc | Added· Q1 2026 | +$414M | +2.6M | – | Q1 2026 | |||||
|
Parnassus Investments, LLC
· Exited
−$336M
Change
−2.1M
Δ Own
−100.0%
Date
Q1 2026
|
Parnassus Investments, LLC | Exited· Q1 2026 | −$336M | −2.1M | −100.0% | Q1 2026 | |||||
|
Norges
· Exited
−$331M
Change
−2.1M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$331M | −2.1M | −100.0% | Q1 2026 | |||||
|
Citigroup Inc
· Added
+$318M
Change
+2.0M
Date
Q1 2026
|
Citigroup Inc | Added· Q1 2026 | +$318M | +2.0M | – | Q1 2026 | |||||
|
Newlands Management Operations LLC
· Exited
−$216M
Change
−1.4M
Δ Own
−100.0%
Date
Q1 2026
|
Newlands Management Operations LLC | Exited· Q1 2026 | −$216M | −1.4M | −100.0% | Q1 2026 | |||||
|
Assenagon Asset Management S.A.
· Reduced
−$205M
Change
−1.3M
Date
Q1 2026
|
Assenagon Asset Management S.A. | Reduced· Q1 2026 | −$205M | −1.3M | – | Q1 2026 | |||||
|
Barclays PLC
· Reduced
−$194M
Change
−1.2M
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | −$194M | −1.2M | – | Q1 2026 | |||||
|
Eagle Capital Management LLC
· Added
+$179M
Change
+1.1M
Date
Q1 2026
|
Eagle Capital Management LLC | Added· Q1 2026 | +$179M | +1.1M | – | Q1 2026 | |||||
|
Tiger Global Management LLC
· Exited
−$159M
Change
−1.0M
Δ Own
−100.0%
Date
Q1 2026
|
Tiger Global Management LLC | Exited· Q1 2026 | −$159M | −1.0M | −100.0% | Q1 2026 | |||||
|
Victory Capital Management Inc
· Added
+$156M
Change
+983K
Date
Q1 2026
|
Victory Capital Management Inc | Added· Q1 2026 | +$156M | +983K | – | Q1 2026 | |||||
|
Tidal Investments LLC
· Added
+$155M
Change
+977K
Date
Q1 2026
|
Tidal Investments LLC | Added· Q1 2026 | +$155M | +977K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Garfield Mark S.
· Officer
Sell
−$131K
|
Garfield Mark S. | Officer | Sell | $142.19 | −918 | −$131K | 74K | −1.2% | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
9 operations
−$15M
Price
$130.63–$138.98
Qty
−108K
Owned
105K
ΔOwn
−50.6%
Trade date
Jul 9, 2026
Filed date
Jul 13, 2026
|
Duffield David A. | 10% Owner | 9 operations | $130.63–$138.98 | −108K | −$15M | 105K | −50.6% | Jul 9, 2026 | Jul 13, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
2 operations
0
|
Duffield David A. | 10% Owner | 2 operations | – | 0 | – | 36.5M | – | Jul 9, 2026 | Jul 13, 2026 | |||||||||
|
Kazmaier Gerrit S.
· Officer
3 operations
−$392K
|
Kazmaier Gerrit S. | Officer | 3 operations | $142.96–$144.96 | −3K | −$392K | 266K | −1.0% | Jul 7, 2026 | Jul 7, 2026 | |||||||||
|
Rowe Zane
· Officer
3 operations
−$862K
|
Rowe Zane | Officer | 3 operations | $143.06–$144.93 | −6K | −$862K | 288K | −2.0% | Jul 7, 2026 | Jul 7, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
10 operations
−$15M
Price
$129.82–$138.30
Qty
−108K
Owned
105K
ΔOwn
−50.6%
Trade date
Jul 6, 2026
Filed date
Jul 7, 2026
|
Duffield David A. | 10% Owner | 10 operations | $129.82–$138.30 | −108K | −$15M | 105K | −50.6% | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
2 operations
0
|
Duffield David A. | 10% Owner | 2 operations | – | 0 | – | 36.6M | – | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Kazmaier Gerrit S.
· Officer
Tax withholding or exercise payment (F)
-$1.2M
|
Kazmaier Gerrit S. | Officer | Tax withholding or exercise payment (F) | $135.40 | -9K | -$1.2M | 269K | −3.2% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Rowe Zane
· Officer
Tax withholding or exercise payment (F)
-$1.1M
|
Rowe Zane | Officer | Tax withholding or exercise payment (F) | $135.40 | -8K | -$1.1M | 294K | −2.6% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Garfield Mark S.
· Officer
Tax withholding or exercise payment (F)
-$473K
|
Garfield Mark S. | Officer | Tax withholding or exercise payment (F) | $135.40 | -3K | -$473K | 75K | −4.5% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Bhusri Aneel
· Director
Tax withholding or exercise payment (F)
-$1.2M
|
Bhusri Aneel | Director | Tax withholding or exercise payment (F) | $135.40 | -9K | -$1.2M | 1.0M | −0.8% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Enslin Robert
· Officer
8 operations
−$725K
|
Enslin Robert | Officer | 8 operations | $129.49–$138.00 | −5K | −$725K | 239K | −2.2% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Enslin Robert
· Officer
Tax withholding or exercise payment (F)
-$763K
|
Enslin Robert | Officer | Tax withholding or exercise payment (F) | $135.40 | -6K | -$763K | 245K | −2.2% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Sauer Richard Harry
· Officer
Tax withholding or exercise payment (F)
-$918K
|
Sauer Richard Harry | Officer | Tax withholding or exercise payment (F) | $135.40 | -7K | -$918K | 175K | −3.7% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Duffield David A.
· 10% Owner
4 operations
−$13M
Price
$120.00–$122.73
Qty
−108K
Owned
105K
ΔOwn
−50.6%
Trade date
Jun 30, 2026
Filed date
Jul 1, 2026
|
Duffield David A. | 10% Owner | 4 operations | $120.00–$122.73 | −108K | −$13M | 105K | −50.6% | Jun 30, 2026 | Jul 1, 2026 | |||||||||
N
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1,099 reporting institutions disclosed WDAY position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.