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.'s 10% stockholder David A. Duffield reported a proposed sale for the account of the David A. Duffield Trust U/T/A 7/14/88 of 98,446 common shares, with an aggregate market value of $18,750,025.16. The notice lists October 1, 2026 as the approximate sale date and Morgan Stanley Smith Barney LLC as broker. Earlier trust sales labeled 10b5-1 span July 6 through September 28, 2026.
Workday, Inc. (WDAY) reports that the David A. Duffield Trust, a revocable living trust for which David A. Duffield, a ten-percent owner, is trustee and sole beneficiary, converted 98,971 Class B shares into 98,971 Class A shares on September 28, 2026, and sold 98,971 Class A shares in nine reported transactions. The sales were made under a Rule 10b5-1 trading plan adopted December 2, 2025. The trust reported 35,778,260 Class B shares following the conversion.
Workday, Inc. reiterated its fiscal 2027 third-quarter and full-year guidance, except for GAAP operating margin: it now expects third-quarter GAAP operating margin to be approximately 20 to 21 percentage points below non-GAAP operating margin and full-year GAAP operating margin to be approximately 19 percentage points below non-GAAP operating margin. Workday intends to exclude reorganization charges from non-GAAP financial measures.
On September 29, 2026, certain functions within Workday announced team reorganizations and select leased-office reductions, including an approximately 2.5% reduction of Workday’s current workforce, primarily in Product and Technology. Workday plans to continue hiring in key strategic areas and locations during fiscal 2027. Estimated charges total approximately $65 million to $80 million: $55 million to $70 million in fiscal 2027’s third quarter and $10 million in its fourth quarter. They include $40 million to $55 million in future cash expenditures for severance, employee benefits and related costs, $10 million in non-cash stock-based compensation, and $15 million in non-cash lease impairments. Employee actions are expected to be substantially completed by the first quarter of fiscal 2028, subject to local law and consultation requirements; leased-space actions are expected to be substantially completed by the fourth quarter of fiscal 2027. Estimates and timing rely on assumptions, and actual amounts may differ materially.
The David A. Duffield Trust U/T/A 7/14/88, identified as a 10% stockholder of Workday, Inc., filed notice of a proposed sale of 98,971 common shares, with a listed aggregate market value of $18,750,055.95 and an approximate sale date of September 28, 2026. Morgan Stanley Smith Barney LLC Executive Financial Services is listed alongside the proposed sale. The notice also lists earlier trust sales labeled 10b5-1 sales, dated June 30 through September 23, 2026.
Workday, Inc. ten-percent owner David A. Duffield reported that the David A. Duffield Trust dated July 14, 1988 converted 99,613 Class B shares into 99,613 Class A shares on September 23, 2026, then sold 99,613 Class A shares in six transactions under a Rule 10b5-1 trading plan. The trust’s reported Class B position after the conversion was 35,877,231 shares. Duffield is the trust’s trustee and sole beneficiary.
Workday, Inc. common shares are the subject of a Form 144 notice identifying David A. Duffield Trust U/T/A 7/14/88, a 10% stockholder, as the selling account for a proposed sale of 99,613 shares. The notice lists an aggregate market value of $18,750,154.99 and an approximate sale date of September 23, 2026. It also lists nine prior transactions as “10b5-1 Sales,” including 94,089 shares on September 18, 2026, with a reported value of $18,318,300.32. David A. Duffield is the listed signatory.
Workday, Inc. (WDAY) major shareholder David A. Duffield, through the David A. Duffield Trust, reported converting 94,089 shares of Class B Common Stock into Class A Common Stock on September 18, 2026. That same day, the trust sold 94,089 Class A shares in multiple open-market transactions under a previously adopted Rule 10b5-1 trading plan, at weighted average prices within disclosed ranges around $193.46–$196.4599 per share. Following the conversion, the trust directly held 35,976,844 shares of Class B Common Stock.
Workday, Inc. (WDAY) has a notice of proposed sale of common stock filed under Rule 144 on behalf of the David A. Duffield Trust U/T/A 7/14/88, identified as a 10% stockholder. The trust plans to sell 94,089 shares of Workday common stock through Morgan Stanley Smith Barney LLC.
The planned sale has an aggregate market value of $18,750,055.92 with an approximate sale date of September 18, 2026, based on 196,000,000 shares outstanding. The notice also lists recent 10b5-1 plan sales, including 96,545 shares for $18,563,624.33 on September 15, 2026, and 100,780 shares for $18,708,920.14 on September 10, 2026.
Workday, Inc. (WDAY) reports that major stockholder David A. Duffield, through the David A. Duffield Trust, converted 96,545 shares of Class B Common Stock into the same number of Class A shares on September 15, 2026, then sold 96,545 Class A shares in multiple market transactions under a previously adopted Rule 10b5-1 trading plan. Following the conversion, the trust directly held 36,070,933 shares of Class B Common Stock.
Workday, Inc. (WDAY) received a Rule 144 notice for a planned sale of common stock by the DAVID A. DUFFIELD TRUST U/T/A 7/14/88, identified as a 10% stockholder. The trust plans to sell up to 96,545 shares of Workday common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $18,750,004.45 and 196,000,000 shares of the class outstanding as of the planned sale date of September 15, 2026.
The filing also lists prior Rule 10b5-1 sales by the trust over the past three months, including multiple transactions between June 17, 2026 and September 10, 2026, each involving tens of thousands of shares of Workday common stock.