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.
The SEC filings for Workday, Inc. (NASDAQ: WDAY) provide detailed, regulatory disclosures about the company’s financial condition, results of operations, and significant corporate events. As an issuer listed on the Nasdaq Global Select Market, Workday submits current reports on Form 8-K, along with other required filings, to the U.S. Securities and Exchange Commission.
Workday’s Form 8-K filings include announcements of quarterly financial results, where the company furnishes press releases that discuss revenues, subscription revenue performance, operating income metrics, cash flows, and other financial information for the reported period. These filings also describe backlog measures and share repurchase activity, giving investors insight into the company’s subscription business model and capital allocation decisions.
Other 8-K filings document material events such as share repurchase authorizations and definitive agreements to acquire companies. For example, Workday has filed 8-Ks describing Board authorization of additional Class A common stock repurchases and agreements to acquire AI-focused companies like Paradox and Sana. These disclosures outline the nature of the transactions and reference associated press releases.
On Stock Titan’s Workday filings page, users can review these SEC documents as they are made available from EDGAR. AI-powered tools can help summarize key points from filings, highlight changes from prior periods, and surface information related to topics such as revenue trends, operating performance, acquisition agreements, and share repurchase programs. This makes it easier to understand what Workday reports in its official filings without reading every line of each document.
Workday, Inc. major shareholder David A. Duffield, through his revocable living trust, reported converting 107,500 shares of Class B Common Stock into 107,500 shares of Class A Common Stock at a stated conversion price of $0.00 per share.
The trust then sold a total of 107,500 Class A shares in open-market transactions on the same date at weighted average prices ranging from $144.77 to $149.7799 per share under a previously adopted Rule 10b5-1 trading plan. Following these transactions, Duffield directly held 105,049 shares of Class A and 38,388,834 shares of Class B Common Stock.
Workday, Inc. detailed significant new equity awards for co-founder and Executive Chair Aneel Bhusri in connection with his appointment as Chief Executive Officer. On March 5, 2026, he received a time-based RSU award for 437,602 Class A shares that vests over four years, and he will not be eligible for further equity until fiscal 2028.
He also received a performance-based RSU award for 547,003 shares, split into four tranches tied to stock price hurdles of $171.39, $205.67, $239.94, and $274.22, representing 25%, 50%, 75%, and 100% increases from a baseline price. Each tranche is tested over specific 3–5 year periods, with earned shares vesting quarterly over five years and subject to a two-year holding period. Certain portions can accelerate upon qualifying termination or change in control if price hurdles are met.
Workday, Inc. outlines its business, strategy, and key risks for the year ended January 31, 2026. The company positions itself as an enterprise AI platform managing people, money, and agents, serving more than 11,500 organizations and over 75 million contracted users across many industries worldwide.
Workday highlights embedded AI across its human capital management, financial, spend, and planning solutions, plus new offerings like Workday Sana, Workday Data Cloud, Workday Build, and AI agents expected to expand in fiscal 2027. It also reports targeted acquisitions of Flowise, Paradox, Sana, and Pipedream to deepen AI capabilities and integrations.
The filing emphasizes competition with major enterprise vendors, the importance of its partner ecosystem, and reliance on global data centers and third-party infrastructure. Workday details human capital priorities, including over 21,000 employees in 36 countries, pay parity efforts, inclusion programs, and extensive learning, wellbeing, and employee feedback initiatives, alongside comprehensive risk factors tied to security, AI, international operations, and macroeconomic volatility.
David A Duffield Trust U/T/A 7/14/88 filed a Section 144 notice reporting 107,500 common shares to be sold via Morgan Stanley Smith Barney LLC. The notice lists the security as Common and the sale method as Private Placement with cash consideration.
The filing also itemizes recent 10b5-1 sales: 107,500 shares on 03/02/2026 for $14,447,903.25, and prior 2025–2026 plan sales including 82,884, 81,479, 80,279, and 81,434 shares with proceeds shown for each trade.
Workday, Inc. insider activity centers on a trust associated with major shareholder David A. Duffield. On March 2, 2026, the David A. Duffield Trust converted 107,500 shares of Class B Common Stock into 107,500 shares of Class A Common Stock at a stated price of $0.00 per share.
The trust then sold 107,500 shares of Class A Common Stock in multiple open-market transactions at weighted average prices ranging from about $132.57 to $136.5699, under a pre-established Rule 10b5-1 trading plan. Following these transactions, direct holdings reported were 105,049 shares of Class A and 38,496,334 shares of Class B Common Stock.
Workday, Inc. CEO Aneel Bhusri reported an equity award of 9,182 shares of Class A Common Stock on February 26, 2026, recorded at a price of $0.00 per share as a grant or other acquisition. A footnote explains these shares were earned when the compensation committee certified performance results for the February 1, 2025 through January 31, 2026 period under a prior performance stock unit (PSU) grant made on April 21, 2025. The 9,182 PSUs, together with 148,011 restricted stock units, entitle him to receive the same number of Class A shares upon settlement and are subject to continued service, with the PSUs scheduled to vest in full on April 5, 2028.
Workday, Inc. Chief Financial Officer Zane Rowe reported an equity award of 5,968 shares of Class A Common Stock. The shares were acquired at a price of $0.00 per share upon certification of performance goals for a February 1, 2025 through January 31, 2026 performance period tied to performance stock units granted on April 21, 2025 under Workday's 2022 Equity Incentive Plan. These performance stock units are scheduled to vest in full on April 5, 2028, subject to his continued service with the company. Following this transaction, Rowe beneficially owns 165,126 shares, including 98,071 restricted stock units and 5,968 performance stock units, each convertible into one share of Class A Common Stock upon settlement.
Sauer Richard Harry reported acquisition or exercise transactions in this Form 4 filing.
Workday, Inc. Chief Legal Officer and Secretary Richard Harry Sauer reported an automatic award of 4,132 shares of Class A common stock. These shares were earned when Workday’s compensation committee certified that performance goals were met for a February 2025 to January 2026 performance period under a prior performance stock unit grant.
The award is part of Workday’s 2022 Equity Incentive Plan and will vest in full on April 5, 2028, as long as Sauer remains in continuous service. After this grant, he holds 89,530 shares in total, including 62,742 restricted stock units and 4,132 performance stock units, each settling into one share when they vest.
Workday (WDAY) submitted a Form 144 notice for the proposed sale of 107,500 shares of common stock by a selling party represented at Morgan Stanley Smith Barney LLC, with an intended sale date shown as 03/02/2026. The filing lists prior 10b5-1 sales by the DAVID A DUFFIELD TRUST U/T/A 7/14/88 totaling 82,884 on 01/08/2026, 81,479 on 01/02/2026, 80,279 on 12/23/2025, and 81,434 on 12/16/2025.
Workday, Inc. reported strong fiscal 2026 fourth quarter and full-year results, highlighted by double-digit growth and rising profitability. Fourth quarter total revenues were $2.532 billion, up 14.5% year-over-year, with subscription revenues of $2.360 billion, up 15.7%. GAAP diluted EPS rose to $0.55 from $0.35, while non-GAAP diluted EPS increased to $2.47 from $1.92.
For fiscal 2026, total revenues reached $9.552 billion, up 13.1%, with subscription revenues of $8.833 billion, up 14.5%. GAAP diluted EPS grew to $2.59 from $1.95, and non-GAAP diluted EPS rose to $9.23 from $7.30. Operating cash flows were $2.939 billion, up 19.4%, and free cash flows were $2.777 billion, up 26.7%.
Workday ended the year with a 12‑month subscription revenue backlog of $8.833 billion, up 15.8%, and total subscription revenue backlog of $28.101 billion, up 12.2%. The company repurchased approximately 12.8 million shares for $2.9 billion and held $5.443 billion in cash, cash equivalents, and marketable securities. Management guided fiscal 2027 subscription revenues to $9.925–$9.950 billion, representing 12%–13% growth, with a targeted non-GAAP operating margin of about 30.0%.