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. is changing its leadership as co-founder and executive chair Aneel Bhusri returns as chief executive officer effective February 6, 2026, while Carl Eschenbach steps down as CEO and director and will serve as strategic advisor.
Bhusri’s pay package includes an initial annual base salary of $1,250,000, an annual target cash bonus of up to 200% of base salary starting in the fiscal year ending January 31, 2027, a time-based RSU grant valued at $60,000,000 and a performance-based RSU grant valued at $75,000,000 with stock-price targets over a five-year period. He and co-founder David Duffield are party to a stock voting agreement that covers Class B shares representing about 68% of Workday’s outstanding voting power as of January 31, 2026.
Under a separation agreement, Eschenbach will receive a lump-sum cash payment of $3,601,355 and accelerated vesting of certain RSUs covering more than 160,000 shares, subject in part to performance conditions. Workday also reaffirmed that its fiscal 2026 fourth quarter and full-year results are expected to be in line with prior guidance, aside from a previously disclosed GAAP operating margin update.
Workday, Inc. announced a reorganization that will eliminate approximately 2% of its current workforce, mainly non-revenue roles in Global Customer Operations, while continuing to hire in key strategic and revenue-generating areas for fiscal 2027.
The company expects to record about $135 million in fiscal 2026 fourth quarter charges, including $40 million of cash severance and benefits, $15 million of non-cash stock-based compensation, and $80 million of non-cash impairment related to office space and long-lived assets.
Workday still expects fiscal 2026 fourth quarter and full-year results to be in line with prior guidance except for GAAP profitability. It now anticipates its GAAP operating margin to be 24–25 percentage points lower than non-GAAP in the fourth quarter and 22–23 percentage points lower for the full year, as it excludes these charges from non-GAAP metrics.
The Vanguard Group reports beneficial ownership of 25,009,288 shares of Workday Inc common stock, representing 11.74% of the class as of December 31, 2025. Vanguard has shared voting power over 2,166,208 shares and shared dispositive power over all 25,009,288 shares, with no sole voting or dispositive authority.
The filing is an amendment to a passive ownership report and states that the securities are held in the ordinary course of business, not for the purpose of changing or influencing control of Workday. Vanguard notes an internal realignment on January 12, 2026, after which certain subsidiaries or business divisions are expected to report beneficial ownership separately.
Workday, Inc. insider David A. Duffield reported a large share conversion and planned stock sales. On 01/08/2026, an entity associated with him converted 82,884 shares of Class B Common Stock into 82,884 shares of Class A Common Stock at a conversion price of $0. After this, he held 187,933 Class A shares directly and 38,603,834 Class B shares.
The filing then shows multiple open-market sales of Workday Class A Common Stock in several blocks at prices ranging from about $207.6647 to $211.1038 per share, leaving 105,049 Class A shares directly owned. The reported shares are held by the David A. Duffield Trust, a revocable living trust where he is trustee and sole beneficiary, and the sales were made under a previously adopted Rule 10b5-1 trading plan. Footnotes explain that each Class B share is convertible into one Class A share and that all Class A and B shares will automatically convert into a single class of common stock upon certain events, including when Class B falls below 9% of combined A and B or on October 11, 2032.
Workday, Inc.'s Chief Accounting Officer, Mark S. Garfield, reported a sale of 953 shares of Class A Common Stock on January 8, 2026. The shares were sold at a price of $209.56 per share under a pre-arranged Rule 10b5-1 trading plan that was adopted on October 14, 2025.
Following this transaction, Garfield beneficially owned 35,336 shares of Workday Class A Common Stock. This total includes 30,927 restricted stock units that each represent the right to receive one share of Class A Common Stock upon settlement, subject to his continued service with the company through the applicable vesting dates.
Workday, Inc. CEO Carl Eschenbach reported an internal share transfer involving Class A Common Stock. On January 8, 2026, he transferred 9,568 shares of Class A Common Stock at a reported price of $0 to the Eschenbach Family Trust, changing the form of ownership but not the overall economic exposure disclosed. Following this transaction, he beneficially owned 624,643 shares directly and 26,665 shares indirectly through the Eschenbach Family Trust.
The directly held amount includes 225,115 restricted stock units (RSUs) and 178,812 performance restricted stock units (PRSUs), each convertible into one share of Class A Common Stock upon settlement, subject to his continued service with Workday. The trust is in the name of Eschenbach and his spouse, who are both trustees and beneficiaries.
A shareholder has filed a notice to sell 82,884 shares of common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of 17,500,127.76. The shares are to be sold on the NASDAQ around 01/08/2026, and the filing notes that 213,000,000 shares of this class are outstanding. The shares being sold were originally acquired in a private placement from the issuer on 12/27/2007 for cash.
The notice also lists recent Rule 10b5-1 sales over the past three months by related entities. These include, for example, sales by THE DAVID A DUFFIELD TRUST U/T/A 7/14/88 of 81,479 shares on 01/02/2026 for gross proceeds of 16,727,043.90, and 80,279 shares on 12/23/2025 for 17,262,987.43, as well as a 15,000-share sale on 12/15/2025 for 3,255,757.50 by The Dave & Cheryl Duffield Foundation.
Workday insider Mark Garfield has filed a Form 144 indicating an intention to sell 953 shares of Workday common stock. The shares are expected to be sold through Morgan Stanley Smith Barney LLC on NASDAQ, with an aggregate market value of $201,216.42. These 953 shares of common stock were acquired on 01/05/2026 as restricted stock units from the issuer.
The notice also reports that, during the past three months, 10b5-1 sales for Mark Garfield included a sale of 1,915 common shares on 10/09/2025, generating gross proceeds of $457,600.74. The filer represents that he does not know of any material adverse, nonpublic information about Workday’s current or prospective operations.
Workday CEO Carl Eschenbach reported insider share activity involving tax withholding and a family trust sale. On January 5, 2026, the company withheld 3,927 shares of Class A Common Stock at $205.79 per share to cover taxes due on vesting restricted stock units (RSUs) and performance RSUs. After this, he beneficially owned 634,211 shares, including 225,115 RSUs and 178,812 PRSUs that each settle into one share upon vesting.
On the same date, the Eschenbach Family Trust, for which Carl and Ana Eschenbach serve as trustees and beneficiaries, sold 3,125 Class A shares at $210 per share under a pre-established Rule 10b5-1 trading plan dated October 6, 2025, leaving 17,097 shares held indirectly through the trust.
Workday, Inc. President, Product and Technology Gerrit S. Kazmaier reported routine equity activity in Class A common stock. On January 5, 2026, 2,427 shares were withheld by Workday to cover tax obligations tied to vesting restricted stock units (RSUs) at a reported price of $205.79 per share.
On January 6, 2026, Kazmaier sold a total of 3,759 shares of Class A common stock in several trades at weighted average prices ranging from $206.78 to $210.109 per share. The filing states these sales were made under a previously adopted Rule 10b5-1 trading plan. Following these transactions, Kazmaier beneficially owned 105,167 RSUs, each convertible into one share of Class A common stock, subject to continued service and applicable vesting dates.