Workday, Inc. (WDAY)
NASDAQ · Software & IT Services · Services-Computer Processing & Data Preparation
- Price
- $192.38
- Day
- +2.20%
- Market cap
- $48.92B
- P/E
- 57.8
Close 2026-09-23.
The company
Overview Workday is the enterprise AI platform for managing people, money, and agents. Workday provides more than 11,500 organizations with cloud solutions powered by artificial intelligence (“AI”) to help solve some of today’s most complex business challenges, including supporting and empowering their workforce, managing their finances and spend in an ever-changing environment, and planning for the unexpected. We strive to reimagine how work gets done and hope to empower customers to do the same through an innovative suite of solutions with more than 75 million users under contract around the world and across industries – from emerging and medium-sized businesses to more than 65% of the Fortune 500. Central to our purpose is a set of core values – with our employees as number one – along with customer service, innovation, integrity, fun, and profitability. We believe that happy employees lead to happy customers, and we are committed to helping our customers adapt and thrive in this increasingly dynamic business environment. As organizations face changing conditions, we believe the need for an intuitive, open, scalable, and secure platform that provides unified management of human resources (“HR”), finances, AI agents, suppliers, and planning is more important than ever. Workday AI is built into our platform, allowing us to rapidly deliver and sustain models that can transform business processes and solve countless business problems.
From Item 1: Overview.
By product & service
- Subscription Services — 92%
- Professional Services — 8%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- VANGUARD CAPITAL MANAGEMENT LLC — $1.62B
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC — $1.55B
- EAGLE CAPITAL MANAGEMENT LLC — $1.39B
- VANGUARD PORTFOLIO MANAGEMENT LLC — $1.37B
- STATE STREET CORP — $1.17B
- BlackRock, Inc. — $1.1B
- First Eagle Investment Management, LLC — $1.06B
- First Eagle Investment Management, LLC — $1.06B
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- DUFFIELD DAVID A (TenPercentOwner) sold 34,859 shares at $194.04 on 2026-09-18
- DUFFIELD DAVID A (TenPercentOwner) sold 47,201 shares at $194.91 on 2026-09-18
- DUFFIELD DAVID A (TenPercentOwner) sold 12,029 shares at $195.73 on 2026-09-18
- DUFFIELD DAVID A (TenPercentOwner) sold 25,163 shares at $190.71 on 2026-09-15
- DUFFIELD DAVID A (TenPercentOwner) sold 17,487 shares at $191.63 on 2026-09-15
- DUFFIELD DAVID A (TenPercentOwner) sold 26,152 shares at $192.73 on 2026-09-15
Recent filings
- 4 — 2026-09-21
- 144 — 2026-09-18
- 4 — 2026-09-17
- 144 — 2026-09-15
- 4 — 2026-09-14
- 144 — 2026-09-10
- 4 — 2026-09-09
- 4 — 2026-09-09
- 4 — 2026-09-09
- 4 — 2026-09-09