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[SCHEDULE 13G/A] Workday, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group reported beneficial ownership of 21,799,056 shares of Workday Inc common stock, representing 10.04% of the outstanding class as of the filing. Vanguard holds 19,712,367 shares of sole dispositive power and shares voting power over 1,305,394 shares, signalling a large institutional stake managed across client accounts. The filing states these shares are held in the ordinary course of business and not for the purpose of changing or influencing control.

This Schedule 13G/A identifies Vanguard as an investment adviser organized in Pennsylvania and discloses that no single client holds more than 5% of the class. The signature certifies the accuracy of the report and that holdings reflect client-directed interests and managed accounts.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a material passive stake of 10.04% in Workday, showing significant passive ownership but no control intent.

Holding 21.8M shares with 19.7M sole dispositive power indicates broad discretionary management across Vanguard-managed client accounts rather than centralized voting control. The report classifies Vanguard as an investment adviser, consistent with fiduciary portfolio management.

Key dependencies include client flows and index tracking mandates that drive position size; monitor quarterly 13G/A or 13D updates and fund flow reports over the next 3-12 months for material changes in the stake or voting power.

The filing affirms passive intent—shares were acquired in the ordinary course and not to influence control.

Because the statement is filed on a Schedule 13G/A with the certification of passive purpose, this stake typically triggers monitoring by governance teams but does not require disclosure of coordination or activist plans. Shared voting power of 1,305,394 suggests some votes are cast in concert with other mandates or clients.

Governance consequences are limited unless Vanguard shifts to an active stance; watch for any subsequent amendments or a Schedule 13D within a near-term horizon of 3 months that would indicate a change in intent.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:10/06/2025
Workday Inc

NASDAQ:WDAY

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62.40B
214.85M
0.88%
93.29%
3.91%
Software - Application
Services-computer Processing & Data Preparation
Link
United States
PLEASANTON