WDAYNasdaqServices-Computer Processing & Data PreparationFiscal year ends January 31
Workday, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 27, 2026
$195.20+4.39 (+2.30%)
Close on Oct 19, 2026
- Market cap
- $48.08B
- P/E (TTM)
- 39.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.1%
217M of 241M shares
Institutional holders
911
135 new, 149 sold out
Net institutional buying
17M
In Q2 2026
Insider trades, 12 months
0 buys · 237 sales
Net sold $515.45M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David A. Duffield | 49,350,689 | 19.01% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 19,666,221 | 10.00% | 13G (passive) amendment | Aug 31, 2026 |
| Vanguard Capital Management | 15,944,978 | 7.59% | 13G (passive) | Mar 31, 2026 |
| Hotchkis and Wiley Capital Management, LLC | 12,679,129 | 6.31% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 11,704,297 | 5.57% | 13G (passive) | Mar 31, 2026 |
| Eagle Capital Management, LLC | 11,323,681 | 5.63% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WDAY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,126,013 | 8.77% | $2.59B | +1,045,997 | 0.04% |
| First Eagle Investment Management, LLC | 17,649,034 | 7.32% | $2.16B | +10,040,321 | 1.79% |
| Vanguard Capital Management LLC | 13,220,374 | 5.49% | $1.62B | −612,720 | 0.03% |
| Hotchkis & Wiley Capital Management LLC | 12,679,129 | 5.26% | $1.55B | +2,023,396 | 4.52% |
| Eagle Capital Management LLC | 11,323,681 | 4.70% | $1.39B | +2,616,675 | 4.23% |
| Vanguard Portfolio Management LLC | 11,176,693 | 4.64% | $1.37B | −461,056 | 0.06% |
| State Street Corp | 9,570,551 | 3.97% | $1.17B | +33,831 | 0.03% |
| Invesco Ltd. | 8,144,776 | 3.38% | $997.08M | +393,013 | 0.08% |
| Geode Capital Management, LLC | 5,904,641 | 2.45% | $721.65M | +741,855 | 0.04% |
| Goldman Sachs Group Inc | 4,623,081 | 1.92% | $565.96M | +678,631 | 0.05% |
| Morgan Stanley | 3,612,552 | 1.50% | $442.25M | +874,374 | 0.02% |
| FIL Ltd | 3,245,541 | 1.35% | $397.32M | +426,826 | 0.29% |
| Citigroup Inc | 3,062,575 | 1.27% | $374.92M | +461,591 | 0.12% |
| Pictet Asset Management Holding SA | 2,819,408 | 1.17% | $345.18M | +15,840 | 0.33% |
| Bank Of America Corp /De/ | 2,500,641 | 1.04% | $306.13M | −1,261,924 | 0.02% |
| UBS Group AG | 2,416,516 | 1.00% | $295.83M | −188,543 | 0.04% |
| UBS Asset Management Americas Inc | 2,359,481 | 0.98% | $288.85M | +224,610 | 0.05% |
| Generation Investment Management Llp | 2,311,084 | 0.96% | $282.92M | −1,870,802 | 2.75% |
| Loomis Sayles & Co L P | 2,295,182 | 0.95% | $280.98M | +215,882 | 0.35% |
| Norges Bank | 2,197,001 | 0.91% | $268.96M | New | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 911 | 217M | 90.1% | 135 / 352 | 330 / 149 | 38M | 21M |
| Q1 2026 | 941 | 202M | 83.9% | 151 / 353 | 335 / 285 | 59M | 34M |
| Q4 2025 | 1,095 | 203M | 84.1% | 157 / 318 | 491 / 134 | 27M | 23M |
| Q3 2025 | 1,097 | 200M | 82.9% | 132 / 377 | 456 / 155 | 34M | 28M |
| Q2 2025 | 1,140 | 194M | 80.5% | 126 / 463 | 414 / 114 | 19M | 18M |
| Q1 2025 | 1,145 | 195M | 80.7% | 130 / 500 | 374 / 101 | 18M | 17M |
| Q4 2024 | 1,132 | 196M | 81.2% | 181 / 474 | 340 / 113 | 43M | 32M |
| Q3 2024 | 1,081 | 186M | 77.0% | 137 / 477 | 329 / 88 | 35M | 20M |
| Q2 2024 | 1,042 | 185M | 76.9% | 120 / 488 | 312 / 133 | 28M | 38M |
| Q1 2024 | 1,070 | 196M | 81.3% | 120 / 459 | 349 / 89 | 18M | 15M |
| Q4 2023 | 1,052 | 192M | 79.9% | 199 / 375 | 355 / 70 | 26M | 19M |
| Q3 2023 | 938 | 185M | 76.7% | 120 / 372 | 306 / 70 | 18M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WDAY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Windsor Ii Fund | 6,595,657 | 2.74% | $1.06B | 1.58% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 6,381,843 | 2.65% | $781.27M | 0.03% | Jun 30, 2026 |
| First Eagle Global Fund | 6,106,766 | 2.53% | $979.16M | 1.29% | Jul 31, 2026 |
| Vanguard 500 Index Fund | 5,276,591 | 2.19% | $645.96M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,355,013 | 1.81% | $533.14M | 0.24% | Jun 30, 2026 |
| Invesco QQQ Trust, Series 1 | 4,266,660 | 1.77% | $522.32M | 0.11% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,801,577 | 1.16% | $342.97M | 0.04% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,725,769 | 1.13% | $398.48M | 0.05% | May 31, 2026 |
| Vanguard Growth Index Fund | 2,636,821 | 1.09% | $322.80M | 0.09% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,820,777 | 0.76% | $266.18M | 0.15% | May 31, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 1,539,894 | 0.64% | $188.51M | 0.54% | Jun 30, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 1,406,361 | 0.58% | $172.17M | 0.14% | Jun 30, 2026 |
| Eagle Capital Select Equity ETF | 1,398,684 | 0.58% | $171.23M | 4.02% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,355,582 | 0.56% | $217.35M | 0.23% | Jul 31, 2026 |
| VictoryShares Free Cash Flow ETF | 1,196,207 | 0.50% | $146.44M | 1.89% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Aneel Bhusri | CEO, Director | 9,131,995 | 3.79% | Jul 7, 2026 |
| Carl M. Eschenbach | CEO, Director | 649,634 | 0.27% | Feb 9, 2026 |
| Zane Rowe | Chief Financial Officer | 285,652 | 0.12% | Sep 9, 2026 |
| Robert Enslin | President, CCO | 237,241 | 0.10% | Sep 9, 2026 |
| Gerrit S. Kazmaier | President, Prod. and Tech. | 263,019 | 0.11% | Sep 9, 2026 |
| Mark S. Garfield | Chief Accounting Officer | 73,718 | 0.03% | Jul 14, 2026 |
| Richard Harry Sauer | Chief Legal Officer & Secty | 174,743 | 0.07% | Jul 7, 2026 |
| Sayan Chakraborty | President, Prod. and Tech. | 125,310 | 0.05% | Mar 3, 2025 |
| Michael L. Speiser | Director | 9,236 | 0.00% | Jun 18, 2026 |
| Lynne M. Doughtie | Director | 14,041 | 0.01% | Jun 18, 2026 |
| Mark J. Hawkins | Director | 11,653 | 0.00% | Jun 18, 2026 |
| Michael M. McNamara | Director | 27,444 | 0.01% | Jun 18, 2026 |
| Thomas F. Bogan | Director | 51,830 | 0.02% | Jun 18, 2026 |
| George J. Still Jr | Director | 116,393 | 0.05% | Jun 18, 2026 |
| Jerry Yang | Director | 100,840 | 0.04% | Jun 18, 2026 |
| Elizabeth Centoni | Director | 6,564 | 0.00% | Jun 18, 2026 |
| Rhonda J. Morris | Director | 6,554 | 0.00% | Jun 18, 2026 |
| Wayne A.I. Frederick | Director | 10,547 | 0.00% | Jun 18, 2026 |
| David A. Duffield | 10% owner | 35,925,308 | 14.91% | Sep 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −37,993 | $188.94 | $7.18M | 132,048 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −23,779 | $188.13 | $4.47M | 170,041 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −1,100 | $186.80 | $205.48K | 193,820 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −1,700 | $185.78 | $315.83K | 194,920 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −1,904 | $184.67 | $351.61K | 196,620 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −3,496 | $183.88 | $642.84K | 198,524 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −2,000 | $182.67 | $365.34K | 202,020 |
| David A. Duffield 10% owner | Sep 28, 2026 | Conversion | +98,971 | – | – | 204,020 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −3,904 | $190.60 | $744.10K | 105,049 |
| David A. Duffield 10% owner | Sep 28, 2026 | Sale(10b5-1 plan) | −23,095 | $189.84 | $4.38M | 108,953 |
| David A. Duffield 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −63,855 | $192.10 | $12.27M | 131,858 |
| David A. Duffield 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −24,934 | $192.84 | $4.81M | 106,924 |
| David A. Duffield 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −4,849 | $190.95 | $925.92K | 195,713 |
| David A. Duffield 10% owner | Sep 23, 2026 | Conversion | +99,613 | – | – | 204,662 |
| David A. Duffield 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −1,776 | $189.69 | $336.89K | 200,562 |
| David A. Duffield 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −2,324 | $188.92 | $439.05K | 202,338 |
| David A. Duffield 10% owner | Sep 23, 2026 | Sale(10b5-1 plan) | −1,875 | $193.62 | $363.04K | 105,049 |
| David A. Duffield 10% owner | Sep 18, 2026 | Sale(10b5-1 plan) | −47,201 | $194.91 | $9.20M | 117,078 |
| David A. Duffield 10% owner | Sep 18, 2026 | Sale(10b5-1 plan) | −34,859 | $194.04 | $6.76M | 164,279 |
| David A. Duffield 10% owner | Sep 18, 2026 | Conversion | +94,089 | – | – | 199,138 |
| David A. Duffield 10% owner | Sep 18, 2026 | Sale(10b5-1 plan) | −12,029 | $195.73 | $2.35M | 105,049 |
| David A. Duffield 10% owner | Sep 15, 2026 | Conversion | +96,545 | – | – | 201,594 |
| David A. Duffield 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −25,163 | $190.71 | $4.80M | 176,431 |
| David A. Duffield 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −26,152 | $192.73 | $5.04M | 132,792 |
| David A. Duffield 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −23,875 | $193.57 | $4.62M | 108,917 |
| David A. Duffield 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −3,868 | $194.39 | $751.90K | 105,049 |
| David A. Duffield 10% owner | Sep 15, 2026 | Sale(10b5-1 plan) | −17,487 | $191.63 | $3.35M | 158,944 |
| David A. Duffield 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −2,493 | $187.75 | $468.06K | 105,049 |
| David A. Duffield 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −22,388 | $187.05 | $4.19M | 107,542 |
| David A. Duffield 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −24,465 | $186.26 | $4.56M | 129,930 |
| David A. Duffield 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −23,551 | $184.98 | $4.36M | 154,395 |
| David A. Duffield 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −27,883 | $184.33 | $5.14M | 177,946 |
| David A. Duffield 10% owner | Sep 10, 2026 | Conversion | +100,780 | – | – | 205,829 |
| Robert Enslin President, CCO | Sep 5, 2026 | Tax withholding | −2,228 | $195.79 | $436.22K | 237,241 |
| Gerrit S. Kazmaier President, Prod. and Tech. | Sep 5, 2026 | Tax withholding | −3,369 | $195.79 | $659.62K | 263,019 |
| Zane Rowe Chief Financial Officer | Sep 5, 2026 | Tax withholding | −2,808 | $195.79 | $549.78K | 285,652 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −6,241 | $196.73 | $1.23M | 175,757 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −31,605 | $198.11 | $6.26M | 144,152 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −30,048 | $198.87 | $5.98M | 114,104 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −7,631 | $199.91 | $1.53M | 106,473 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −224 | $200.59 | $44.93K | 106,249 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −600 | $201.75 | $121.05K | 105,649 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −600 | $204.05 | $122.43K | 105,049 |
| David A. Duffield 10% owner | Sep 4, 2026 | Conversion | +90,615 | – | – | 195,664 |
| David A. Duffield 10% owner | Sep 4, 2026 | Sale(10b5-1 plan) | −13,666 | $195.81 | $2.68M | 181,998 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −4,800 | $200.14 | $960.67K | 119,249 |
| David A. Duffield 10% owner | Sep 1, 2026 | Conversion | +94,961 | – | – | 200,010 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −1,900 | $204.28 | $388.13K | 105,149 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −6,199 | $203.40 | $1.26M | 107,049 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −1,901 | $202.40 | $384.76K | 113,248 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −4,100 | $201.40 | $825.74K | 115,149 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −100 | $204.92 | $20.49K | 105,049 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −35,196 | $199.01 | $7.00M | 124,049 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −36,729 | $198.29 | $7.28M | 159,245 |
| David A. Duffield 10% owner | Sep 1, 2026 | Sale(10b5-1 plan) | −4,036 | $197.38 | $796.63K | 195,974 |
| Mark S. Garfield Chief Accounting Officer | Jul 10, 2026 | Sale(10b5-1 plan) | −918 | $142.19 | $130.53K | 73,718 |
| David A. Duffield 10% owner | Jul 9, 2026 | Sale(10b5-1 plan) | −1,700 | $133.12 | $226.30K | 207,649 |
| David A. Duffield 10% owner | Jul 9, 2026 | Conversion | +107,500 | – | – | 212,549 |
| David A. Duffield 10% owner | Jul 9, 2026 | Sale(10b5-1 plan) | −1,400 | $130.63 | $182.88K | 211,149 |
| David A. Duffield 10% owner | Jul 9, 2026 | Sale(10b5-1 plan) | −1,800 | $132.07 | $237.73K | 209,349 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Garfield Mark Officer | Oct 13, 2026 | 918 | $171.29K | Oct 12, 2026 | Restricted Stock Units |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Oct 9, 2026 | 99,835 | $18.75M | Oct 9, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Oct 6, 2026 | 99,228 | $18.75M | Oct 6, 2026 | Private Placement |
| Kazmaier Gerrit Officer | Oct 6, 2026 | 2,729 | $515.67K | Oct 6, 2026 | Restricted Stock Units |
| Robert Enslin Officer, President and CCO | Oct 5, 2026 | 5,374 | $999.56K | Oct 5, 2026 | RSU |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Oct 1, 2026 | 98,446 | $18.75M | Oct 1, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Sep 28, 2026 | 98,971 | $18.75M | Sep 28, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Sep 23, 2026 | 99,613 | $18.75M | Sep 23, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Sep 18, 2026 | 94,089 | $18.75M | Sep 18, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Sep 15, 2026 | 96,545 | $18.75M | Sep 15, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Sep 10, 2026 | 100,780 | $18.75M | Sep 10, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Sep 4, 2026 | 90,615 | $18.75M | Sep 4, 2026 | Private Placement |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Sep 1, 2026 | 94,961 | $18.75M | Sep 1, 2026 | Private Placement |
| Garfield Mark Officer | Jul 10, 2026 | 918 | $127.00K | Jul 10, 2026 | Restricted Stock Units |
| A. Duffield Trust U/T/A 7/14/88 David 10% Stockholder | Jul 9, 2026 | 107,500 | $14.82M | Jul 9, 2026 | Private Placement |