WDAY at a glance
Workday, Inc. (WDAY, SEC CIK 1327811) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Workday, Inc. (WDAY) reported revenue of $9.6 billion (up 13.1% from FY2025) and net income of $693.0 million. Diluted EPS was $2.59.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding Workday, Inc. (WDAY) shares worth $10.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by DUFFIELD DAVID A on October 1, 2026 of 5,300 shares at $183.86 per share.
- In the last 90 days, WDAY insiders reported 0 open-market purchases ($0) and 66 open-market sales ($163.5M) on Form 4, a net sale of $163.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $9.6B
- +13.1% vs prior year
- Insiders · 90 days
- 0 buys · 66 sells
- Net −$163.5M
- 13F holders
- 41 funds
- $10.7B · +3 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 2.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 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
AI summary of the WDAY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Risk Factors
- Executive leadership risk: Aneel Bhusri became CEO in February 2026, replacing Carl Eschenbach
- AI regulatory risk: Generative and agentic AI offerings face evolving legal and regulatory requirements
- Operational risk: July 2025 reporting issue produced incomplete queries for certain high-volume customer data sources
- Competitive risk: Generic LLMs, vibe coding, and general-purpose agents intensify enterprise software competition
- Talent risk: May 2026 equity grants targeted critical employees amid intensified retention competition
AI summary of the WDAY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.03: Creation of a Direct Financial Obligation
- Credit Agreement dated October 1, 2026 creates a new direct financial obligation for Workday
- Wells Fargo, Bank of America, Barclays, Morgan Stanley, and other lenders participate
Item 2.05: Costs Associated with Exit or Disposal Activities
- Workforce reduction of approximately 2.5%, concentrated in Product and Technology, alongside leased-office footprint reductions
- Estimated restructuring charges of $65 million–$80 million, with $55 million–$70 million in Q3 fiscal 2027
Item 2.02: Results of Operations and Financial Condition
- Workday reiterating fiscal 2027 third-quarter and full-year financial guidance
- GAAP operating margin guidance exception following activities discussed in the filing
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results released for quarter ended July 31, 2026
- Exhibit 99.1 contains detailed financial results and management commentary
Item 8.01: Other Events
- $4.0 billion authorized for Class A share repurchases, potentially supporting per-share metrics and shareholder returns
- Purchases may use open-market, Rule 10b5-1, privately negotiated, or other lawful transactions
AI summaries of WDAY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WDAY
Don't miss the next WDAY filing
- Alerts as it files. A push when WDAY files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WDAY, by share count.
- Ask anything. An AI agent that reads every WDAY filing and answers with sources.
WDAY alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DUFFIELD DAVID A | C | Oct 1, 2026 | 98,446 | - |
| DUFFIELD DAVID A | Sell | Oct 1, 2026 | 5,300 | $183.86 |
| DUFFIELD DAVID A | Sell | Oct 1, 2026 | 9,035 | $184.69 |
| DUFFIELD DAVID A | Sell | Oct 1, 2026 | 14,166 | $185.72 |
| DUFFIELD DAVID A | Sell | Oct 1, 2026 | 48,972 | $186.55 |
| DUFFIELD DAVID A | Sell | Oct 1, 2026 | 4,764 | $187.50 |
| DUFFIELD DAVID A | Sell | Oct 1, 2026 | 1,809 | $188.34 |
| DUFFIELD DAVID A | Sell | Oct 1, 2026 | 3,800 | $190.85 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $8.4B | $9.6B |
| Operating Income | - | $415.0M | $721.0M |
| Net Income | $1.4B | $526.0M | $693.0M |
| Op. Margin | - | 4.9% | 7.5% |
| Net Margin | - | 6.2% | 7.3% |
| Balance Sheet | |||
| Total Assets | $16.5B | $18.0B | $18.1B |
| Equity | - | $9.0B | $7.8B |
| ROE | - | 5.8% | 8.9% |
| Per Share | |||
| EPS | $5.21 | $1.95 | $2.59 |
| Cash Flow | |||
| Operating CF | $2.1B | $2.5B | $2.9B |
| CapEx | - | $269.0M | $162.0M |
Source: XBRL data in Workday, Inc. (WDAY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WDAY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $10.66B |
| Q1 2026 | 38 | $11.15B |
| Q4 2025 | 37 | $17.93B |
| Q3 2025 | 41 | $19.02B |
| Q2 2025 | 40 | $18.21B |
| Q1 2025 | 37 | $12.92B |
| Q4 2024 | 34 | $11.72B |
| Q3 2024 | 33 | $5.83B |
- BlackRock+1.05M (+5%)
- Morgan Stanley+874.4K (+32%)
- Goldman Sachs Group+678.6K (+17%)
- T. Rowe Price Group+535.8K (+150%)
- Citigroup+461.6K (+18%)
- Bank of America Corp−1.26M (-34%)
- Vanguard Capital Management LLC−612.7K (-4%)
- Vanguard Portfolio Management LLC−461.1K (-4%)
- Renaissance Technologies LLC−375.6K (-65%)
- Two Sigma Investments−114.5K (-45%)
- Millennium Management−248.4K
- Blackstone Group−3.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 301 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WDAY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 30, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 10-Q | Aug 27, 2026 | Jul 31, 2026 | Analysis | |
| SC 13G | Aug 14, 2026 | - | - | |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
Related Information Technology companies
- EGHT · 8X8 INC /DE/Services-Computer Processing & Data Preparation
- APLD · Applied Digital Corp.Services-Computer Processing & Data Preparation
- CARG · CarGurus, Inc.Services-Computer Processing & Data Preparation
- CARS · Cars.com Inc.Services-Computer Processing & Data Preparation
- CSGS · CSG SYSTEMS INTERNATIONAL INCServices-Computer Processing & Data Preparation
- QBTS · D-Wave Quantum Inc.Services-Computer Processing & Data Preparation
- FA · FIRST ADVANTAGE CORPServices-Computer Processing & Data Preparation
- FIVN · Five9, Inc.Services-Computer Processing & Data Preparation
WDAY SEC filings: frequently asked questions
Are WDAY insiders buying or selling?
In the last 90 days, Workday, Inc. (WDAY) officers, directors and 10% owners reported no open-market purchases and 66 open-market sales worth $163.5 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WDAY stock?
As of June 30, 2026, the largest Workday, Inc. (WDAY) holders among the 13F filers tracked by SignalX were BlackRock ($2.6 billion), Vanguard Capital Management LLC ($1.6 billion), Vanguard Portfolio Management LLC ($1.4 billion), State Street Corp ($1.2 billion), Invesco Ltd ($997.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WDAY's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Workday, Inc. (WDAY) reported revenue of $9.6 billion (up 13.1% from FY2025) and net income of $693.0 million. Diluted EPS was $2.59. The figures come from the XBRL data in the 10-K.
What are the main risks in WDAY's latest 10-K?
In the 10-K filed March 6, 2026, Workday, Inc. (WDAY) flagged: 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. (AI summary of the Risk Factors section.)
What did WDAY report in its latest 8-K?
Workday, Inc. (WDAY) filed an 8-K on October 1, 2026 reporting Item 2.03 (Creation of a Direct Financial Obligation). Credit Agreement dated October 1, 2026 creates a new direct financial obligation for Workday.
What are the latest WDAY SEC filings?
Workday, Inc. (WDAY) filed its latest 10-K annual report on March 6, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on October 5, 2026.
What is WDAY's SEC CIK number?
Workday, Inc. (WDAY)'s SEC Central Index Key (CIK) is 1327811. EDGAR lists every WDAY filing under that number.
Ask anything about WDAY
The research agent reads WDAY's filings, financials, insider trades and 13F holders, then answers with sources.