Signals

WDAY

1066 in-universe funds with a nonzero position in WDAY within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1127
Score / z0.055 / 0.05
Consensus361.33 over 669 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+17% / 3.1d ⚡

Forensics

Clean as of 2027Q2
Accrual ratio0.007
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-18 DUFFIELD DAVID A 10b5-1 C
2026-09-18 DUFFIELD DAVID A 10b5-1 S $6,763,953
2026-09-18 DUFFIELD DAVID A 10b5-1 S $9,199,881
2026-09-18 DUFFIELD DAVID A 10b5-1 S $2,354,471
2026-09-15 DUFFIELD DAVID A 10b5-1 S $4,621,572
2026-09-15 DUFFIELD DAVID A 10b5-1 C
2026-09-15 DUFFIELD DAVID A 10b5-1 S $751,909
2026-09-15 DUFFIELD DAVID A 10b5-1 S $4,798,760
2026-09-15 DUFFIELD DAVID A 10b5-1 S $3,350,994
2026-09-15 DUFFIELD DAVID A 10b5-1 S $5,040,387
Showing the 10 most recent.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-27 8-K 2.02, 8.01, 9.01
2026-06-22 8-K 5.07
2026-05-21 8-K 2.02, 9.01
2026-04-24 8-K 9.01
2026-03-06 8-K 5.02
2026-02-24 8-K 2.02, 9.01
2026-02-09 8-K 5.02, 7.01, 9.01
2026-02-04 8-K 2.02, 2.05, 2.06
2025-11-25 8-K 2.02, 9.01
2025-09-17 8-K 8.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-06-08 S-3/A Workday, Inc.
2022-03-31 424B5 Workday, Inc.
2022-03-30 424B5 Workday, Inc.

LLM reads

Ticker EvalImproving
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 5,067.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,505.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2,304.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,379.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,183.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 950.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 946.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 857.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 847.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 725.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 686.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 683.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 638.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 625.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIL Ltd CIK 0000318989 0.878 1140 550.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 527.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 524.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 506.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 492.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
NORGES BANK CIK 0001374170 0.994 1617 442.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 422.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 399.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 389.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 385.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 361.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 358.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 355.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 340.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 339.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 334.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 333.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Newlands Management Operations LLC CIK 0001908450 0.989 16 327.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 312.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Meritage Group LP CIK 0001427119 0.947 12 307.8 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 304.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FERNBRIDGE CAPITAL MANAGEMENT LP CIK 0001827734 0.771 16 297.9 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
Amundi CIK 0001330387 0.000 1 291.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 290.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 278.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 275.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 256.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 240.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 238.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 228.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 221.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 219.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 207.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 199.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 188.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 184.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 181.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
HMI Capital Management, L.P. CIK 0001469026 0.519 13 178.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 176.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 171.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 166.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 162.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 160.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 156.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hyperion Asset Management Ltd CIK 0001619844 0.883 20 144.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 139.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 136.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 128.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bares Capital Management, Inc. CIK 0001340807 0.923 24 127.9 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 123.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 117.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ownership Capital B.V. CIK 0001656735 0.454 21 115.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 113.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 112.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 112.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 110.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 108.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 107.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 105.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 102.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 99.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 99.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 96.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 96.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Intermede Investment Partners Ltd CIK 0001664713 0.717 30 95.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
RIVULET CAPITAL, LLC CIK 0001566691 0.000 0 94.6 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 92.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 92.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 89.8 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 88.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 84.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 84.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 83.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 81.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 79.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 79.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 78.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 76.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Third Point LLC CIK 0001040273 0.205 42 72.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 72.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 67.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 64.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ADVENT INTERNATIONAL, L.P. CIK 0001034196 0.000 34 63.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 61.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 61.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 59.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Keenan Capital, LLC CIK 0001647363 0.708 11 58.6 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
RDST Capital LLC CIK 0001912187 0.448 18 58.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 52.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 50.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 49.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 49.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 48.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 48.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 47.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 46.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 45.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 45.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 45.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 45.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 43.7 0.9% 3 -0.0 pp +0.2 pp +0.9 pp +0.9 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 42.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 42.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Freshford Capital Management, LLC CIK 0001459270 0.282 22 42.5 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Man Group plc CIK 0001637460 0.631 2032 42.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Capital, LLC CIK 0001740053 0.633 360 42.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 41.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 40.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 39.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tredje AP-fonden CIK 0001650290 0.789 424 39.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 38.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 38.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 37.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 37.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
E. Ohman J:or Asset Management AB CIK 0002009396 0.686 465 35.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 35.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 33.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIG Capital, LLC CIK 0001425649 0.000 0 33.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 33.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 32.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 32.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNTITLED INVESTMENTS LP CIK 0001808696 0.457 18 32.3 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 31.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 31.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 30.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.143 551 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just WDAY). Qtrs Held counts distinct quarters this fund has actually held WDAY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WDAY position size. Δ columns are the percentage-point change in WDAY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status