SEC 13F Intelligence

Allen Operations LLC / WDAY

Allen Operations LLC’s Workday Inc Position

Does Allen Operations LLC own Workday Inc (WDAY)? Yes — 112.0K shares worth $15M (+2.17% of its 13F portfolio) as of Q1 2026.

Position Value
$15M
Q1 2026
Shares
112.0K
% of Portfolio
+2.17%
Quarters Held
30
currently held

Position History WDAY

Reported value by quarter
Q4 ’18: $18MQ4 ’18Q1 ’19: $18MQ2 ’19: $23MQ3 ’19: $19MQ4 ’19: $18MQ4 ’19Q1 ’20: $15MQ2 ’20: $21MQ3 ’20: $24MQ4 ’20: $27MQ4 ’20Q1 ’21: $28MQ2 ’21: $27MQ3 ’21: $28MQ4 ’21: $31MQ4 ’21Q1 ’22: $27MQ2 ’22: $16MQ3 ’22: $17MQ4 ’22: $19MQ4 ’22Q1 ’23: $23MQ2 ’23: $25MQ3 ’23: $24MQ4 ’23: $31MQ4 ’23Q1 ’24: $31MQ2 ’24: $25MQ3 ’24: $27MQ4 ’24: $29MQ4 ’24Q1 ’25: $26MQ2 ’25: $27MQ3 ’25: $27MQ4 ’25: $24MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026112.0K$15M+2.17%
Q4 2025112.0K$24M+3.01%
Q3 2025112.0K$27M+3.22%
Q2 2025112.0K$27M+3.70%
Q1 2025112.0K$26M+4.30%
Q4 2024112.0K$29M+4.58%
Q3 2024112.0K$27M+4.61%
Q2 2024112.0K$25M+4.90%
Q1 2024112.0K$31M+5.80%
Q4 2023112.0K$31M+6.14%
Q3 2023112.0K$24M+5.32%
Q2 2023112.0K$25M+5.61%
Q1 2023112.0K$23M+5.86%
Q4 2022112.0K$19M+5.01%
Q3 2022112.0K$17M+4.55%
Q2 2022112.0K$16M+3.93%
Q1 2022112.0K$27M+4.72%
Q4 2021112.0K$31M+4.25%
Q3 2021112.0K$28M+4.33%
Q2 2021112.0K$27M+4.59%
Q1 2021112.0K$28M+5.65%
Q4 2020112.0K$27M+5.85%
Q3 2020112.0K$24M+8.39%
Q2 2020112.0K$21M+10.67%
Q1 2020112.0K$15M+9.04%
Q4 2019112.0K$18M+7.87%
Q3 2019112.0K$19M+9.24%
Q2 2019112.0K$23M+9.00%
Q1 2019112.0K$18M+8.77%
Q4 2018112.0K$18M+8.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allen Operations LLC’s full portfolio or all institutional holders of WDAY.