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WDAY Workday

Information Technology, filed as WORKDAY INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2

  • 5 Owners
  • Max 7.7%
  • $1.6B
  • 1 new 3 add 1 small

In 2026 Q2 Richard Pzena opened a position in Workday, and First Eagle Investment Management, Arnold Van Den Berg, and Bill Nygren / Oakmark added.

Who owns this now

Largest portfolio weights among holders, up to 7.7% (Chris James, Meritage Group). Not free-float ownership.

  1. Chris James Add 7.7%
  2. First Eagle Investment Manage... Add 1.8%
  3. Arnold Van Den Berg Add 1.3%
  4. Richard Pzena New 0.71%
  5. Bill Nygren / Oakmark Add 0.03%

Who owns WDAY

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 1.8%, was 1.7% Add +16.0% 8,824,517 $1.1B History
Richard Pzena, Pzena Investment Management 0.71% New 0.71% 1,971,270 $241M History
Chris James, Meritage Group 7.7% Small add +0.6% 1,633,399 $200M History
Bill Nygren / Oakmark, Harris Associates L P 0.03% Add +1552.2% 192,764 $24M History
Arnold Van Den Berg, Van Den Berg Management I 1.3%, was 1.1% Add +28.9% 48,837 $6M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WDAY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WDAY insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $574M sold by 7 insiders under 10b5-1 plans
  1. Mark S. Garfield Chief Accounting Officer
    Planned sale
    $174K 918 shares at $189.45 1.3% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  2. David A Duffield 10% owner
    Planned sale
    $18.7M 99,835 shares at $187.55 49% of stake
    Traded Oct 9 Filed Oct 13
    ↗
  3. Gerrit S Kazmaier President, Prod. and Tech.
    Planned sale
    $511K 2,729 shares at $187.28 1.1% of stake
    Traded Oct 6 Filed Oct 7
    ↗
  4. Robert Enslin President, CCO
    Planned sale
    $1M 5,374 shares at $187.00 2.3% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  5. Zane Rowe CFO
    Planned sale
    $1.1M 6,000 shares at $187.23 2.2% of stake
    Traded Oct 6 Filed Oct 7
    ↗
  6. David A Duffield 10% owner
    Planned sale
    $18.6M 99,228 shares at $187.32 49% of stake
    Traded Oct 6 Filed Oct 7
    ↗
  7. David A Duffield 10% owner
    Planned sale
    $18.4M 98,446 shares at $187.07 48% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  8. David A Duffield 10% owner
    Planned sale
    $18.7M 98,971 shares at $188.55 49% of stake
    Traded Sep 28 Filed Sep 30
    ↗
  9. David A Duffield 10% owner
    Planned sale
    $19.1M 99,613 shares at $192.14 49% of stake
    Traded Sep 23 Filed Sep 24
    ↗
  10. David A Duffield 10% owner
    Planned sale
    $18.3M 94,089 shares at $194.69 47% of stake
    Traded Sep 18 Filed Sep 21
    ↗
  11. David A Duffield 10% owner
    Planned sale
    $18.6M 96,545 shares at $192.28 48% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  12. David A Duffield 10% owner
    Planned sale
    $18.7M 100,780 shares at $185.64 49% of stake
    Traded Sep 10 Filed Sep 14
    ↗
  13. David A Duffield 10% owner
    Planned sale
    $18M 90,615 shares at $198.14 46% of stake
    Traded Sep 4 Filed Sep 9
    ↗
  14. David A Duffield 10% owner
    Planned sale
    $18.9M 94,961 shares at $199.29 48% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  15. Mark S. Garfield Chief Accounting Officer
    Planned sale
    $131K 918 shares at $142.19 1.2% of stake
    Traded Jul 10 Filed Jul 14
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 conversions, 34 share withholdings for taxes, 24 stock grants, and 3 gifts.

Congress

8 members of Congress traded WDAY in the last three years: 14 buys and 11 sales. 7 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 18 filed Sep 10
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $15K–$50K Jun 5 filed Jul 2
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $15K–$50K May 29 filed Jun 8
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Apr 14 filed May 8
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 13 filed Apr 7

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,1.02,2.03,9.01 Filing Doc
8-K 2.02,2.05 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 7 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $6.22B $7.26B $8.45B $9.55B
Net income -$0.367B $1.38B $0.526B $0.693B
Net margin * -5.9% 19.0% 6.2% 7.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $8.11B $9.94B $10.54B $8.43B
Total non-current assets * $5.38B $6.51B $7.43B $9.64B
Total assets $13.49B $16.45B $17.98B $18.07B
Total current liabilities $4.63B $5.06B $5.55B $6.38B
Total non-current liabilities * $3.27B $3.32B $3.4B $3.89B
Total equity $5.59B $8.08B $9.03B $7.8B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.66B $2.15B $2.46B $2.94B
Cash from investing -$2.51B -$1.75B -$1.78B $0.333B
Cash from financing $1.2B -$0.268B -$1.15B -$3.32B
Net change in cash $354.5M $129M -$470M -$45M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.