LongWDAYJun 2026
Workday, Inc.
Hotchkis & Wiley believes AI-disruption fears around Workday materially underestimate the durability of mission-critical enterprise systems and the cost and risk of replacing…
WDAY
Which hedge funds are long WDAY?
3 published ideas on Workday, Inc. across 3 funds — 3 long and 0 short.
Workday hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Workday: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongWDAYJun 2026
Workday, Inc.
Pzena initiated Workday after the broader software sell-off caused by fears of AI disruption. The firm views Workday's cloud ERP products as mission-critical because they are…
LongWDAYJun 2026
Workday, Inc.
Workday is a deeply entrenched HCM and financial-software platform that Eagle believes is mispriced because of broad AI disruption fears. Current mid-teen margins are well below…