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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