BlackRock Discloses 10.0% Beneficial Ownership in Workday
Workday, Inc.
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Filing Summary
BlackRock Discloses 10.0% Beneficial Ownership in Workday
Company: Workday, Inc. Form: SCHEDULE 13G/A | Filed: 2026/09/04 Significance: Medium
Investor: BlackRock, Inc. Relationship: 10% Owner (Passive Institutional Holder)
Position Summary: • Security: Class A Common Stock • Total Shares Owned: 19,666,221 • Ownership Percentage: 10.0% of Class A (~7.96% of Total Shares) • Sole Voting Power: 18,237,114 shares • Sole Dispositive Power: 19,666,221 shares
Key Insight: BlackRock filed an amended Schedule 13G reflecting beneficial ownership of 19,666,221 Class A shares (10.0% of the class), confirming its status as a major institutional anchor shareholder.
Market Context: Held in the ordinary course of business without activist intent pursuant to Rule 13d-1(b).
Comprehensive Analysis
SEC Filing Analysis: Workday, Inc.
Executive Summary
- Trading Significance: Medium
- Key Takeaway: BlackRock filed Schedule 13G/A Amendment No. 6 reporting beneficial ownership of 19,666,221 Class A shares, representing 10.0% of the class.
- Market Impact: Neutral to slightly supportive as a core long-term institutional position.
Company Information
| Field | Value |
|---|---|
| Company | Workday, Inc. |
| Ticker Symbol | WDAY |
| CIK | 0001327811 |
| Industry | Services - Computer Processing & Data Preparation |
Insider Information
| Field | Value |
|---|---|
| Name | BlackRock, Inc. |
| CIK | 0002012383 |
| Title/Position | N/A |
| Relationship | 10% Owner (Passive Institutional Investor) |
Transaction Details
| Field | Value |
|---|---|
| Form Type | SCHEDULE 13G/A (Amendment No. 6) |
| Event Date | 2026-08-31 |
| Filing Date | 2026-09-04 |
| Security Type | Class A Common Stock |
| Shares Beneficially Owned | 19,666,221 |
| Voting Power | 18,237,114 (Sole) / 0 (Shared) |
| Dispositive Power | 19,666,221 (Sole) / 0 (Shared) |
| Class Percent | 10.0% |
Financial Impact Assessment
Transaction Materiality
| Metric | Value |
|---|---|
| Market Capitalization | $39.05 Billion |
| Total Shares Outstanding | 247,000,000 |
| Post-Filing Position | 19,666,221 shares |
| Ownership % of Total Outstanding | 7.96% |
| Implied Position Market Value | ~$3.11 Billion |
| Materiality Assessment | Significant institutional stake |
Impact Evaluation
- Market Cap Context: For a large-cap enterprise software company with a $39.05B market capitalization, BlackRock's multi-billion dollar holding represents a substantial institutional commitment.
- Ownership Concentration: Holding ~7.96% of total outstanding equity across multiple underlying funds reflects stable index and active institutional capital.
- Passive Classification: Certified under Rule 13d-1(b), indicating securities were acquired in the ordinary course of business without activist or control intent.
Market Impact Analysis
- Stock Impact Prediction: Neutral
- Reasoning: Passive institutional 13G amendments reflect ongoing ordinary course portfolio management rather than targeted corporate governance changes.
- Volume & Sentiment: Minimal immediate volume disruption expected; confirms high institutional sponsorship.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.