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.
Workday, Inc. (WDAY) received a Rule 144 notice from the DAVID A. DUFFIELD TRUST U/T/A 7/14/88, a 10% stockholder, covering the proposed sale of 100,780 shares of common stock through Morgan Stanley Smith Barney LLC on NASDAQ.
The notice reports an aggregate market value for these shares of $18,750,119 and states that Workday had 196,000,000 shares outstanding of common stock as of September 10, 2026; this is a baseline figure, not the amount being offered.
Workday, Inc. (WDAY) reported that its Chief Financial Officer, Zane Rowe, had 2,808 shares of Class A common stock withheld on September 5, 2026 to satisfy a tax withholding obligation related to vesting restricted stock units. These shares were withheld by the company rather than sold in the market.
After this transaction, Rowe directly holds 285,652 shares of Class A common stock, including 207,515 restricted stock units (RSUs) and 5,968 performance stock units, each RSU or performance stock unit entitling him to receive one share upon settlement, subject to his continued service with Workday on the applicable vesting dates.
Workday, Inc. (WDAY) reported that executive Gerrit S. Kazmaier had 3,369 shares of Class A Common Stock withheld on September 5, 2026 to satisfy a tax withholding obligation related to vesting restricted stock units. After this withholding, he holds 263,019 shares directly, including 246,656 RSUs that each convert into one share upon settlement, subject to his continued service with the company.
Workday, Inc. (WDAY) reported that President and Chief Customer Officer Robert Enslin had 2,228 shares of Class A Common Stock withheld on September 5, 2026 to satisfy a tax withholding obligation tied to vesting restricted stock units. After this tax-withholding disposition, he beneficially held 237,241 shares, including 227,065 RSUs that each entitle him to one share upon settlement. No transactions were reported as made under a Rule 10b5-1 trading plan.
Workday, Inc. (WDAY) reported that David A. Duffield, a more-than-10% owner, converted 90,615 shares of Class B Common Stock into Class A Common Stock on September 4, 2026 and, through his revocable living trust, sold 90,615 Class A shares in multiple open-market transactions that day. The sales were effected pursuant to a Rule 10b5-1 trading plan adopted by the David A. Duffield Trust on December 2, 2025. Following the conversion, the trust directly held 36,268,258 Class B shares, which remain convertible into Class A Common Stock on a one-for-one basis.
Workday, Inc. (WDAY) has a significant shareholder, the DAVID A. DUFFIELD TRUST U/T/A 7/14/88, filing a notice to sell 90,615 shares of Class A common stock under Rule 144 through Morgan Stanley Smith Barney LLC, with an indicated aggregate market value of $18,750,055.80.
The trust reported prior Rule 10b5-1 sales of Workday common stock during the past three months, including multiple transactions between June and September 2026, each involving tens of thousands of shares and multi-million dollar proceeds.
Workday, Inc. (WDAY) is the subject of an amended Schedule 13G filing in which BlackRock, Inc. reports beneficial ownership of Workday Class A common stock. BlackRock reports beneficial ownership of 19,666,221 shares of Class A stock, representing 10.0% of the class as of August 31, 2026.
BlackRock states it has sole voting power over 18,237,114 shares and sole dispositive power over 19,666,221 shares, with no shared voting or dispositive power. The filing notes that various underlying persons have rights to dividends or sale proceeds, but no single such person holds more than five percent of Workday’s outstanding common shares.
Workday, Inc. (WDAY) reported that major stockholder David A. Duffield, through the David A. Duffield Trust dated July 14, 1988, converted 94,961 shares of Class B Common Stock into Class A Common Stock on September 1, 2026, and then sold the resulting Class A shares in multiple transactions the same day.
The sales, totaling 94,961 Class A shares, were executed at weighted average prices ranging roughly from $196.65 to $205.9199 per share pursuant to a Rule 10b5-1 trading plan adopted by the trust on December 2, 2025. After the conversion, the trust directly holds 36,358,873 shares of Class B Common Stock.
Workday, Inc. (WDAY) has a notice of proposed sale of securities filed under Rule 144 by the David A. Duffield Trust U/T/A 7/14/88, identified as a 10% stockholder. The trust plans, through Morgan Stanley Smith Barney LLC, to sell up to 94,961 shares of Workday common stock, with an aggregate market value of 18,750,049.45, with an approximate sale date of 09/01/2026 on NASDAQ. The shares were originally acquired in a private placement on 12/27/2007 for cash. The notice also lists multiple recent 10b5-1 plan sales, each for 107,500 common shares on various dates in June and July 2026, by the same trust.
Workday, Inc. (WDAY) reported solid growth for the quarter ended July 31, 2026, with total revenues of $2.65 billion, up 13% year over year, driven by subscription services revenue of $2.47 billion, up 14%. Professional services were roughly flat at $178 million.
GAAP operating income rose to $313 million (margin 11.8%), while non-GAAP operating income reached $824 million (margin 31.1%), reflecting revenue growth outpacing expense growth. Net income for the quarter was $632 million (diluted EPS $2.57), boosted by a $305 million income tax benefit tied to an intra-entity transfer of intellectual property that created $374 million of deferred tax assets.
Operating cash flow for the first six months was $1.22 billion, with free cash flow of $1.08 billion. Cash, cash equivalents, and marketable securities totaled $3.40 billion, down from $5.44 billion, reflecting heavy share repurchases of $2.91 billion year to date. Subscription revenue backlog was strong at $27.4 billion, including $9.03 billion expected over the next 12 months, and gross revenue retention remained high at about 97%.