Workday, Inc.
WDAY- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001327811
In the last 90 days, Workday, Inc. insiders filed 0 open-market purchases and 14 sales; 922 institutions reported holding it in 13F filings for Q2 2026, worth $25.5B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $188.8M in total
- 14
- 13F holdersQ2 2026, −15 vs. previous quarter
- 922
- 13F valueReported value at the end of Q2 2026
- $25.5B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $9.55B
- +13.1% year over year
- Net income, FY2026
- $693.0M
- +31.7% year over year
- Free cash flow, FY2026
- $2.78B
- +26.7% year over year
- Revenue, Q2 FY2027
- $2.65B
- +12.8% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 11.7M
- Shares sold short
- Change
- −1.00M
- −7.9% vs. previous
- Days to cover
- 5.37
- At average daily volume
Superinvestors holding WDAY, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Workday, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Harris Associates (Oakmark)
Bill Nygren
<0.1%
Workday, Inc.'s share of the portfolio
- Shares
- 192,764
- Value
- $23.6M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Workday, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 14, 2026 (view filing)4:18 PM ET | Oct 12 | 2 days | Garfield Mark S.Chief Accounting Officer | SSaleClass A Common Stock | −918 | $189.45 | −$173.9K | −1.3%69.3K after | 10b5-1 |
| Oct 13, 2026 (view filing)6:03 PM ET | Oct 9 | 4 days | Duffield David A10% Owner | SSaleClass A Common Stock | −99.8K | $187.55 | −$18.7M | −48.7%105.0K after | 6 lots10b5-1 |
| Oct 7, 2026 (view filing)6:01 PM ET | Oct 5 | 2 days | Enslin RobertPresident, CCO | SSaleClass A Common Stock | −5.37K | $187.00 | −$1.00M | −2.3%226.2K after | 5 lots10b5-1 |
| Oct 7, 2026 (view filing)6:00 PM ET | Oct 6 | 1 day | Rowe ZaneChief Financial Officer | SSaleClass A Common Stock | −6.00K | $187.23 | −$1.12M | −2.2%269.6K after | 5 lots10b5-1 |
| Oct 7, 2026 (view filing)5:58 PM ET | Oct 6 | 1 day | Kazmaier Gerrit SPresident, Prod. and Tech. | SSaleClass A Common Stock | −2.73K | $187.28 | −$511.1K | −1.1%251.3K after | 5 lots10b5-1 |
| Oct 7, 2026 (view filing)4:21 PM ET | Oct 6 | 1 day | Duffield David A10% Owner | SSaleClass A Common Stock | −99.2K | $187.32 | −$18.6M | −48.6%105.0K after | 6 lots10b5-1 |
| Oct 5, 2026 (view filing)4:23 PM ET | Oct 1 | 4 days | Duffield David A10% Owner | SSaleClass A Common Stock | −98.4K | $187.07 | −$18.4M | −48.4%105.0K after | 11 lots10b5-1 |
| Sep 30, 2026 (view filing)4:19 PM ET | Sep 28 | 2 days | Duffield David A10% Owner | SSaleClass A Common Stock | −99.0K | $188.55 | −$18.7M | −48.5%105.0K after | 9 lots10b5-1 |
| Sep 24, 2026 (view filing)8:40 PM ET | Sep 23 | 1 day | Duffield David A10% Owner | SSaleClass A Common Stock | −99.6K | $192.14 | −$19.1M | −48.7%105.0K after | 6 lots10b5-1 |
| Sep 21, 2026 (view filing)7:09 PM ET | Sep 18 | 3 days | Duffield David A10% Owner | SSaleClass A Common Stock | −94.1K | $194.69 | −$18.3M | −47.2%105.0K after | 3 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 922 holdersThe largest institutional positions in Workday, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,126,013 | $2.59B | 0.04% | +1,045,997+5.2% | Added |
| Vanguard Capital Management LLC | 13,220,374 | $1.62B | 0.03% | −612,720−4.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 12,679,129 | $1.55B | 4.53% | +2,023,396+19.0% | Added |
| Eagle Capital Management LLC | 11,323,681 | $1.39B | 4.23% | +2,616,675+30.1% | Added |
| Vanguard Portfolio Management LLC | 11,176,693 | $1.37B | 0.06% | −461,056−4.0% | Reduced |
| State Street Corp | 9,570,551 | $1.17B | 0.03% | +33,831+0.4% | Added |
| First Eagle Investment Management, LLC | 8,824,517 | $1.08B | 1.78% | +1,215,804+16.0% | Added |
| Invesco Ltd. | 8,144,776 | $997.1M | 0.08% | +393,013+5.1% | Added |
| Geode Capital Management, LLC | 5,904,641 | $721.7M | 0.04% | +741,855+14.4% | Added |
| Goldman Sachs Group Inc | 4,623,081 | $566.0M | 0.06% | +678,631+17.2% | Added |
Holders of 5% or more of WDAY
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Workday, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Duffield David A | 13G/A | 19.01%49.4M shares | −0.29 ppfrom 19.30% | Feb 9, 20216 filings | Feb 12, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 10.00%19.7M shares | +0.30 ppfrom 9.70% | Feb 5, 20253 filings | Sep 4, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 7.59%15.9M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Hotchkis & Wiley Capital Management LLC | 13G/A | 6.31%12.7M shares | +1.24 ppfrom 5.07% | May 15, 20262 filings | Aug 12, 2026 | SEC |
| Eagle Capital Management LLC | 13G | 5.63%11.3M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |
Politician trades
All politician trades in WDAY10 members of Congress reported 36 trades in Workday, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Sep 10, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jul 2, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $15K-$50K |
| Jun 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $15K-$50K |
| May 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
House · CA · Sep 10, 2026
Buy$1K-$15K
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · CA · Jul 2, 2026
Sell$15K-$50K
House · CA · Jun 8, 2026
Sell (partial)$15K-$50K
House · CA · May 8, 2026
Sell (partial)$1K-$15K