Mingdom Alpha
as of 2026-09-30
Report date
2026-09-30
Web data generated
2026-09-30 1:41 PM PDT
Alpha report generated
2026-09-30 1:41 PM PDT
Alpha web build revision f0e5a86caf26Alpha web package 20260930T204336686069Z-735cc190e1b4
13F ticker

WDAY

Summary

Fund evidence

4Q flow window

Rank
11
Managers
14
Net value
$257.2M
Conviction
0.167
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
13F

Latest institutional flows

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2026 Q2 · 4-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.

RankTickerFlow scoreFlow managersAdds / increasesTrims / exitsNet shares / units ΔValue Δ · price-sensitiveWeighted flow
11
WDAY
49.4232825+15,263,630$257.2M0.167
Latest quarter

Fresh flow rows

TickerStateManagersAddsTrimsNet valueDriver
Manager ledger

Who changed the position

ManagerLifecycleShares ΔValue ΔWeightEvidence
First Eagle Investment ManagementINITIATION2,310,688$556.3M1.0%C
EAGLE CAPITAL MANAGEMENT LLCBUILD1,131,638-$495.8M4.4%A
EAGLE CAPITAL MANAGEMENT LLCBUILD1,915,069$465.2M5.5%A
POLEN CAPITAL MANAGEMENT LLCTRIM-1,851,489-$446.0M1.4%C
POLEN CAPITAL MANAGEMENT LLCTRIM-1,709,659-$409.0M2.3%C
First Eagle Investment ManagementBUILD2,028,085$375.6M1.6%C
EAGLE CAPITAL MANAGEMENT LLCBUILD2,616,675$255.0M3.6%A
Pzena Investment ManagementINITIATION1,971,270$241.3M0.7%B
EAGLE CAPITAL MANAGEMENT LLCTRIM-88,934-$218.0M5.4%A
Tiger Global ManagementEXIT-1,000,000-$214.8M0.7%A
Bridgewater Associates, LPFIRST_OBSERVED965,117$207.3M0.8%C
Bridgewater Associates, LPEXIT-965,117-$207.3M0.6%C
BAILLIE GIFFORD & COTRIM-97,013-$136.9M0.3%C
Meritage Group LPBUILD10,499-$135.5M8.9%B
MILLENNIUM MANAGEMENT LLCFIRST_OBSERVED441,700$94.9M0.0%C
First Eagle Investment ManagementBUILD1,215,804$91.8M1.6%C
CITADEL ADVISORS LLCFIRST_OBSERVED423,800$91.0M0.0%C
RENAISSANCE TECHNOLOGIES LLCINITIATION581,900$75.6M0.1%C
Third Point LLCEXIT-300,000-$72.0M0.7%C
MILLENNIUM MANAGEMENT LLCFIRST_OBSERVED330,100$70.9M0.0%C
CITADEL ADVISORS LLCFIRST_OBSERVED280,600$60.3M0.0%C
MILLENNIUM MANAGEMENT LLCTRIM-147,500-$56.6M0.0%C
First Eagle Investment ManagementBUILD3,269,940$56.6M1.5%C
BAILLIE GIFFORD & COTRIM-63,955-$53.4M0.3%C
Meritage Group LPBUILD206,821$50.7M9.2%B
RENAISSANCE TECHNOLOGIES LLCTRIM-375,600-$50.3M0.1%C
MARSHALL WACE, LLPTRIM-336,168-$43.8M0.0%C
CITADEL ADVISORS LLCBUILD591,100$40.8M0.0%C
D. E. Shaw & Co., Inc.FIRST_OBSERVED162,400$34.9M0.0%C
CITADEL ADVISORS LLCBUILD445,300$34.0M0.0%C
MILLENNIUM MANAGEMENT LLCEXIT-248,428-$32.3M0.0%C
CITADEL ADVISORS LLCBUILD279,043$31.3M0.0%C
BAILLIE GIFFORD & COTRIM-169,287-$31.0M0.2%C
MARSHALL WACE, LLPFIRST_OBSERVED134,373$28.9M0.0%C
Point72 Asset Management, L.P.BUILD237,600$28.5M0.0%C
Tiger Global ManagementCORE0-$25.9M0.7%A
MILLENNIUM MANAGEMENT LLCBUILD213,260$24.7M0.0%C
Governors Lane LPINITIATION186,926$22.9M1.3%B
CITADEL ADVISORS LLCBUILD202,097$22.2M0.0%C
HARRIS ASSOCIATES L PBUILD181,097$22.1M0.0%B
Alyeska Investment Group, L.P.EXIT-162,685-$21.1M0.0%C
Alyeska Investment Group, L.P.FIRST_OBSERVED91,683$19.7M0.1%C
MILLENNIUM MANAGEMENT LLCBUILD69,400-$19.0M0.0%C
BAILLIE GIFFORD & COTRIM-77,861-$17.6M0.3%C
D. E. Shaw & Co., Inc.TRIM-133,200-$17.5M0.0%C
RENAISSANCE TECHNOLOGIES LLCTRIM-68,336-$16.4M0.0%C
MARSHALL WACE, LLPBUILD212,097$16.2M0.0%C
MILLENNIUM MANAGEMENT LLCTRIM-106,400-$16.0M0.0%C
D. E. Shaw & Co., Inc.TRIM-12,200-$15.4M0.0%C
MILLENNIUM MANAGEMENT LLCTRIM-94,200-$13.7M0.0%C
CITADEL ADVISORS LLCTRIM-39,700-$12.5M0.0%C
CITADEL ADVISORS LLCFIRST_OBSERVED57,996$12.5M0.0%C
Meritage Group LPBUILD123,270-$12.2M10.0%B
Point72 Asset Management, L.P.BUILD102,300$11.0M0.0%C
Meritage Group LPBUILD10,377-$10.9M7.3%B
D. E. Shaw & Co., Inc.BUILD108,800$10.2M0.0%C
D. E. Shaw & Co., Inc.FIRST_OBSERVED46,600$10.0M0.0%C
Point72 Asset Management, L.P.TRIM-64,300-$9.9M0.0%C
NWI MANAGEMENT LPEXIT-45,000-$9.7M0.4%A
RENAISSANCE TECHNOLOGIES LLCEXIT-37,100-$8.9M0.0%C
TWO SIGMA ADVISERS, LPTRIM-33,900-$8.1M0.0%C
Gotham Asset Management, LLCBUILD65,152$8.1M0.0%C
MILLENNIUM MANAGEMENT LLCFIRST_OBSERVED35,168$7.6M0.0%C
Gotham Asset Management, LLCBUILD63,905$7.3M0.0%C
D. E. Shaw & Co., Inc.FIRST_OBSERVED33,107$7.1M0.0%C
Skye Global Management LPINITIATION52,600$6.8M0.1%A
Skye Global Management LPEXIT-52,600-$6.8M0.1%A
D. E. Shaw & Co., Inc.TRIM-40,200-$6.0M0.0%C
Point72 Asset Management, L.P.FIRST_OBSERVED27,500$5.9M0.0%C
Point72 Asset Management, L.P.FIRST_OBSERVED27,100$5.8M0.0%C
D. E. Shaw & Co., Inc.TRIM-965-$2.9M0.0%C
CITADEL ADVISORS LLCBUILD20,900-$2.9M0.0%C
Grantham, Mayo, Van Otterloo & Co. LLCINITIATION22,925$2.8M0.0%C
Bridgewater Associates, LPINITIATION21,774$2.7M0.0%C
POLEN CAPITAL MANAGEMENT LLCEXIT-10,782-$2.3M0.0%C
NWI MANAGEMENT LPTRIM-3,000-$1.9M0.4%A
D. E. Shaw & Co., Inc.TRIM-10,073-$1.5M0.0%C
Alyeska Investment Group, L.P.BUILD71,002$1.4M0.0%C
Gotham Asset Management, LLCTRIM-5,139-$1.2M0.0%C
HARRIS ASSOCIATES L PFIRST_OBSERVED5,727$1.2M0.0%B
Point72 Asset Management, L.P.TRIM-500-$1.0M0.0%C
Point72 Asset Management, L.P.EXIT-3,600-$773.2K0.0%C
Point72 Asset Management, L.P.FIRST_OBSERVED3,600$773.2K0.0%C
Tiger Global ManagementCORE0$730.0K0.6%A
Gotham Asset Management, LLCBUILD2,896$593.6K0.0%C
HARRIS ASSOCIATES L PBUILD5,940$285.7K0.0%B
TWO SIGMA ADVISERS, LPBUILD2,200$239.0K0.0%C
MARSHALL WACE, LLPINITIATION1,600$195.9K0.0%C
MARSHALL WACE, LLPINITIATION300$39.0K0.0%C
MARSHALL WACE, LLPEXIT-300-$39.0K0.0%C
NWI MANAGEMENT LPCORE0$35.0K0.4%A

Reported value change can reflect price movement. Share count and lifecycle state are the primary read on buying or selling.

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