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) reported strong fiscal 2027 second quarter results for the quarter ended July 31, 2026. Total revenue was $2.649 billion, up 12.8% year-over-year, driven by subscription revenue of $2.471 billion, up 13.9%. GAAP operating income rose to $313 million (11.8% margin), while non-GAAP operating income was $824 million (31.1% margin), both improving versus last year. GAAP diluted EPS increased to $2.57, aided by a $1.52 per share tax benefit from an intra-entity transfer of intellectual property; non-GAAP diluted EPS was $2.75, up from $2.21.
Workday reported a 12‑month subscription revenue backlog of $9.034 billion, up 14.2%, and total subscription backlog of $27.403 billion, up 8.0%. Operating cash flow was $520 million and free cash flow $460 million, both lower than the prior year quarter. The company repurchased 9.8 million shares for $1.3 billion and the board authorized an additional $4.0 billion open-ended share repurchase program.
For fiscal 2027, Workday now expects subscription revenue of $9.940–$9.950 billion (13% growth) and a non-GAAP operating margin of 31.0%. For the fiscal 2027 third quarter, it guides to subscription revenue of $2.515 billion (12% growth) and a 30.0% non-GAAP operating margin.
Eagle Capital Management, LLC reported a passive ownership stake in Workday, Inc. Class A common stock. Eagle Capital beneficially owns 11,323,681 shares, representing 5.63% of the Class A common stock outstanding.
Eagle Capital has sole voting power and sole dispositive power over all 11,323,681 shares, with no shared voting or dispositive power reported.
Hotchkis and Wiley Capital Management, LLC, an investment adviser organized in Delaware, reported beneficial ownership of 12,679,129 shares of Workday, Inc. Class A common stock. This represents 6.31% of the class.
Hotchkis and Wiley has sole voting power over 11,612,524 shares and sole dispositive power over all 12,679,129 shares, with no shared voting or dispositive power. The securities are owned of record by its advisory clients, who are entitled to dividends and sale proceeds, and no individual client is known to hold more than five percent of the class.
BlackRock, Inc. filed an amended Schedule 13G reporting its passive ownership in Workday, Inc. Class A stock. BlackRock reported beneficial ownership of 19,580,021 shares, representing 9.7% of the outstanding Class A stock.
BlackRock reported sole voting power over 18,111,849 shares and sole dispositive power over 19,580,021 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Workday’s outstanding common shares.
Workday, Inc.'s chief accounting officer Mark S. Garfield executed an open-market sale of 918 shares of Class A Common Stock on July 10, 2026 at $142.19 per share under a pre-arranged Rule 10b5-1 trading plan. Following the sale, he directly holds 73,718 shares, including 64,994 restricted stock units that each entitle him to one Class A share upon settlement, subject to continued service.
Workday, Inc. major stockholder David A. Duffield, through the David A. Duffield Trust, reported a series of open-market sales on July 9, 2026 totaling 107,500 shares of Class A Common Stock at weighted-average prices generally between about $130 and $140 per share, effected under a previously adopted Rule 10b5-1 trading plan. On the same date, the trust converted 107,500 shares of Class B Common Stock into Class A Common Stock. Footnotes describe the trust’s status as a revocable living trust and outline the automatic conversion features of Workday’s dual-class share structure.
DAVID A DUFFIELD TRUST U/T/A 7/14/88 submitted a notice proposing the resale of 107,500 shares of Common Stock under a 10b5-1 plan. The excerpt lists multiple 10b5-1 sale executions dated 06/01/2026 through 07/06/2026 with per-trade proceeds shown.
Workday, Inc. President, Prod. and Tech. Gerrit S. Kazmaier reported small, mostly routine share dispositions. On July 7, 2026, he sold a total of 2,728 shares of Class A Common Stock in open-market transactions at prices between roughly $142.96 and $144.96, executed under a previously adopted Rule 10b5-1 trading plan.
On July 5, 2026, 8,976 shares were withheld to cover tax obligations tied to vesting restricted stock units, which is not an open-market sale. He continues to hold over 260,000 shares directly, plus 253,450 RSUs that can settle into additional shares if service conditions are met.
Workday, Inc. Chief Financial Officer Zane Rowe reported selling 6,000 shares of Class A Common Stock in open-market transactions. The sales took place on July 7, 2026 at weighted average prices around $143 per share, and were executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 7, 2025.
The filing also shows 7,953 shares were withheld at $135.40 per share on July 5, 2026 to cover tax obligations tied to vesting restricted stock units, which is not an open-market sale. After these transactions, Rowe directly holds 288,460 shares of Workday Class A Common Stock, and his reported position includes 213,177 restricted stock units and 5,968 performance stock units, each convertible into one share upon settlement, subject to continued service.