WDAY Workday, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Enterprise cloud platform for HR and finance management, serving 11,500+ organizations including 65%+ of Fortune 500, with 75M+ users under contract
• • Four AI-focused acquisitions in FY2026: FlowiseAI, Paradox, Sana Labs, and Pipedream; also launched Workday Build, Workday Data Cloud, and Workday Government as new offerings
• • Strategic pivot to "enterprise AI platform" branding, with AI agents now central to product — new Flex Credits pricing model introduced for AI solutions to drive scalable adoption
• • Global workforce over 21,000 employees across 36 countries as of January 31, 2026; 100% Code of Conduct training completion rate in FY2026
• • Announced Workday Agent Partner Network including Microsoft partnership, enabling customers to register and manage Microsoft-built agents within Workday's Agent System of Record

Management Discussion & Analysis

• • Revenue $9.6B, up 13% YoY; subscription $8.8B (+14%), professional services $719M (-1%)
• • GAAP operating margin 7.5% vs 4.9%; non-GAAP operating margin 29.6% vs 25.9%
• • Operating cash flow $2.9B vs $2.5B; free cash flow $2.8B vs $2.2B; capex $162M vs $269M
• • Share repurchases $2.9B (12.8M shares); $2.9B remaining authorization; two acquisitions totaling $2.2B (Paradox + Sana)
• • Key risks: extended sales cycles in government/higher ed/healthcare tied to federal funding; $303M restructuring costs; Fiscal 2027 plan targets additional ~2% workforce reduction

Risk Factors

• • EU AI Act compliance underway; GDPR non-compliance penalties up to 4% of worldwide revenue; U.S. DOJ Data Security Program effective April 8, 2025 restricts data transfers to China
• • Macroeconomic volatility driving customer delays in purchasing decisions, price concessions, and demand reduction; tariff concerns cited as specific pressure on enterprise software spending
• • CEO transition February 2026: Aneel Bhusri replaced Carl Eschenbach; co-founder leadership change risks cultural disruption and talent retention
• • Primary competitors Oracle and SAP have entrenched customer relationships; emerging threat from generic LLMs, "vibe coding," and agentic AI platforms potentially displacing purpose-built HCM/financials
• • $3.0B senior notes outstanding (3.5%–3.8%, maturing 2027–2032) plus $1.0B revolving credit facility with leverage ratio covenant

What are the latest WDAY SEC filings in 2026?

Workday, Inc. (WDAY) has filed a 10-K annual report on March 6, 2026, a 10-Q quarterly report on May 22, 2026, an 8-K current report on June 22, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did WDAY file its most recent 10-K annual report?

Workday, Inc. (WDAY) filed its most recent 10-K annual report on March 6, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view WDAY 10-Q quarterly reports?

Workday, Inc. (WDAY)'s most recent 10-Q quarterly report was filed on May 22, 2026. SignalX displays every WDAY 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has WDAY filed recently?

Workday, Inc. (WDAY)'s most recent 8-K was filed on June 22, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find WDAY insider trading activity (Form 4)?

SignalX aggregates every WDAY Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does WDAY file with the SEC?

Workday, Inc. (WDAY) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new WDAY filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Workday, Inc. (WDAY).

What is WDAY's SEC CIK number?

Workday, Inc. (WDAY)'s SEC CIK (Central Index Key) number is 1327811. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1327811 to look up all WDAY filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find WDAY return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Workday, Inc. (WDAY) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.