Welcome to our dedicated page for Workday SEC filings (Ticker: WDAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Workday, Inc. filings document the formal disclosures of an enterprise software company built around cloud applications and AI-enabled workflows for human resources, finance, planning, government, and education markets. Its reports include results of operations, subscription revenue disclosures, operating margin measures, capital allocation updates, and material-event filings for share repurchase authorizations and exit or disposal activities.
Workday proxy and governance filings cover board matters, executive compensation, equity incentive awards, severance and change-in-control policies, annual meeting proposals, stockholder voting mechanics, and the company’s Class A and Class B common stock structure. Form 8-K filings also record leadership changes, compensation arrangements, exhibits, and Regulation FD disclosure practices.
Morgan Stanley Smith Barney LLC, on behalf of the David A. Duffield Trust U/T/A 7/14/88, reported proposed sales of Common stock on a Form 144.
The filing lists multiple 10b5-1 sales executed during March–June 2026, each showing 107,500 shares on the dates provided and corresponding gross proceeds (examples include $16,838,800.00 on 06/01/2026 and $12,075,840.50 on 04/09/2026).
Workday, Inc. major shareholder David A. Duffield, through the David A. Duffield Trust, reported converting and selling shares of the company’s stock. On June 1, 2026, the trust converted 107,500 shares of Class B Common Stock into Class A and sold 107,500 Class A shares in multiple open-market trades under a pre-established Rule 10b5-1 trading plan. The sales occurred at weighted average prices in the mid‑$150 range, across price intervals from $149.78 to $159.2099 as disclosed. Following these transactions, the reporting person holds 212,549 shares of Class A Common Stock and 37,421,334 shares of Class B Common Stock directly.
The filing is a Form 144 notice relating to proposed sales of 107,500 shares of common stock associated with the David A Duffield Trust U/T/A 7/14/88. The excerpt lists multiple prior 10b5-1 sales on specific dates in March–April 2026 with gross proceeds shown for each trade.
Workday, Inc. filed a shelf registration statement on Form S-3ASR to register an unspecified amount of Class A common stock, preferred stock, debt securities, and warrants for offer from time to time under a prospectus dated May 29, 2026. The prospectus states there is no limit on the aggregate amount of securities that may be offered pursuant to the registration statement and that specific terms, amounts, and offering mechanics will be provided in prospectus supplements when particular offerings are initiated. The prospectus lists permitted distribution methods including underwritten offerings, at-the-market offerings, private placements, block trades, broker-dealer principal resales, and direct sales by the company or selling stockholders. It incorporates by reference the Annual Report on Form 10-K for the fiscal year ended January 31, 2026, the Quarterly Report on Form 10-Q for the quarter ended April 30, 2026, and certain recent Form 8-Ks.
Workday reported solid growth and improved profitability for the quarter ended April 30, 2026. Total revenues reached $2.542 billion, up 13% year over year, driven by subscription services revenue of $2.354 billion, which grew 14% as existing customers expanded usage and new customers were added.
GAAP operating income increased sharply to $338 million with a 13.3% margin, compared with 1.8% a year earlier, aided by lower restructuring expenses and slower operating cost growth. Non-GAAP operating income was $809 million, a 31.8% margin, reflecting disciplined spending and moderating share-based compensation as a percentage of revenue.
Operating cash flows rose to $696 million and free cash flows to $616 million, while Workday returned $1.6 billion to shareholders through repurchases of 12.0 million Class A shares. Subscription revenue backlog grew to $27.3 billion, including $8.8 billion expected over the next 12 months, and cash, cash equivalents, and marketable securities totaled $4.4 billion against $3.0 billion of senior notes.
Workday, Inc. reported solid growth for its fiscal 2027 first quarter ended April 30, 2026. Total revenues reached $2.542 billion, up 13.5% from a year earlier, with subscription revenues of $2.354 billion growing 14.3%.
GAAP operating income jumped to $338 million, or 13.3% of revenues, compared to $39 million, or 1.8%, helped by the absence of prior-year restructuring costs. Non-GAAP operating income was $809 million, a 31.8% margin. Diluted net income per share rose to $0.87, while non-GAAP diluted EPS was $2.66.
Workday reported a 12‑month subscription revenue backlog of $8.806 billion and total subscription backlog of $27.294 billion, along with operating cash flows of $696 million and free cash flow of $616 million. The company repurchased about 12.0 million shares for $1.6 billion and ended the quarter with $4.353 billion in cash, cash equivalents, and marketable securities. Management reiterated fiscal 2027 subscription revenue guidance of $9.925 billion to $9.950 billion and raised its non‑GAAP operating margin outlook to 30.5%.
Workday, Inc. reported solid growth for its fiscal 2027 first quarter ended April 30, 2026. Total revenues reached $2.542 billion, up 13.5% from a year earlier, with subscription revenues of $2.354 billion growing 14.3%.
GAAP operating income jumped to $338 million, or 13.3% of revenues, compared to $39 million, or 1.8%, helped by the absence of prior-year restructuring costs. Non-GAAP operating income was $809 million, a 31.8% margin. Diluted net income per share rose to $0.87, while non-GAAP diluted EPS was $2.66.
Workday reported a 12‑month subscription revenue backlog of $8.806 billion and total subscription backlog of $27.294 billion, along with operating cash flows of $696 million and free cash flow of $616 million. The company repurchased about 12.0 million shares for $1.6 billion and ended the quarter with $4.353 billion in cash, cash equivalents, and marketable securities. Management reiterated fiscal 2027 subscription revenue guidance of $9.925 billion to $9.950 billion and raised its non‑GAAP operating margin outlook to 30.5%.
Workday, Inc. Schedule 13G filing: Hotchkis and Wiley Capital Management, LLC reported beneficial ownership of 10,655,733 shares of Workday Class A Common Stock, representing 5.07% of the class as of 03/31/2026. The filing states HWCM has sole voting power for 9,903,488 shares and sole dispositive power for 10,655,733 shares. The filing discloses these shares are owned of record by HWCM clients and that certain clients retain voting power; HWCM files in its capacity as investment adviser. The Schedule is signed by Tina H. Kodama, Chief Compliance Officer, dated 05/15/2026.
Sauer Richard Harry reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. Chief Legal Officer & Secretary Richard Harry Sauer reported equity awards of Class A common stock in the form of stock units. He was granted 52,374 restricted stock units (RSUs) and 46,555 RSUs at a price of $0.00 per share as compensation, not open‑market purchases. Footnotes state one 52,374‑unit grant will vest in 16 equal parts beginning July 5, 2026, and the 46,555‑unit grant will vest in 12 equal parts beginning July 5, 2026, in each case quarterly and subject to his continued service.
Enslin Robert reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. reported that President and Chief Customer Officer Robert Enslin received an equity grant of 87,291 restricted stock units (RSUs) of Class A Common Stock. This award increased his total RSU holdings to 252,705 units, each representing one future share upon settlement.
The new RSUs, granted on May 5, 2026, will vest as to 1/16 of the underlying shares on July 5, 2026, and then continue to vest quarterly thereafter. All RSU grants depend on Enslin’s continued service with Workday on each applicable vesting date.
Kazmaier Gerrit S reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. reported that President, Product and Technology Gerrit S. Kazmaier received an equity grant of 116,387 shares of Class A Common Stock on May 5, 2026 as a grant or award, not an open-market purchase. After this award, he directly holds 281,461 shares.
The footnote explains these are restricted stock units (RSUs). In total, 278,343 RSUs entitle him to receive one share each upon settlement, including the 116,387 new RSUs. The new grant will vest as to 1/16 of the shares on July 5, 2026, then quarterly thereafter, subject to his continued service with Workday on each vesting date.