WDAY

Workday, Inc.

Ticker: WDAYTechnologyBusiness Services & SoftwareS&P 500
HQ PLEASANTON, CACIK 1327811FY end 01-31Book / share $25.82Shares 250M
Revenue (FY)
$9.55B+13.09%
TTM $10.15B
Op. margin
7.55%+2.63%
TTM 10.68%
Net income
$693.00M+31.75%
TTM $1.25B
Operating cash
$2.94B+19.42%
TTM $3.08B
Free cash flow
$2.78B+26.69%
TTM $2.84B
Return on equity
12.39%+5.73%
TTM 19.37%
Debt / equity
0.38+0.05%
TTM 0.46
Shares outstanding
268.1M-0.40%
TTM 250.2M

The business

Workday, Inc. (NASDAQ: WDAY) operates as an enterprise artificial intelligence platform designed to help organizations manage people, money, and agents. The company provides cloud-based solutions that serve more than 11,500 organizations globally, including over 65% of the Fortune 500 companies, with approximately 75 million users under contract across diverse industries and company sizes.

The company's core offerings span four primary solution areas. Human Capital Management solutions help organizations manage the entire employee lifecycle from recruitment through retirement, including talent acquisition, onboarding, payroll, development, and employee experience. Financial Management applications enable organizations to optimize core financial processes including payables, receivables, financial consolidation, and time-to-close activities. Spend Management solutions support procurement professionals through source-to-contract processes, supplier management, and expense management capabilities. Planning solutions allow organizations to model scenarios across finance, workforce, sales, and operational data to support informed decision-making.

Workday's platform integrates artificial intelligence throughout its offerings, with the company introducing new AI agents during fiscal 2026 designed to accelerate hiring, enhance frontline worker experiences, simplify financial processes, and improve employee information access. The company announced additional AI agents expected to become available in fiscal 2027 for complex human capital management and finance processes. The platform supports industry-specific solutions across financial services, government, healthcare, higher education, hospitality, manufacturing, professional services, retail, technology and media, and transportation sectors.

As of January 31, 2026, Workday employed over 21,000 people across 36 countries, with approximately 58% located in the United States and 42% internationally. The company operates through direct sales teams aligned by geography, industry, and customer size, alongside a partner ecosystem including resellers, system integrators, and technology partners. During fiscal 2026, Workday expanded its AI capabilities through acquisitions of Flowise, Paradox, Sana, and Pipedream, complementing its organic product development efforts. The company's website is located at www.workday.com.

Sector
Technology
Industry
Business Services & Software
HQ
PLEASANTON, CA
FY end
01-31
CIK
1327811
SIC
7374
Financial performance · annual
20142026
$-1.54B$1.65B$4.84B$8.03B$11.22B2014201520162017201820192020202120222023202420252026TTMTTMTTM

Ownership

Who holds Workday, Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

783
funds hold it
1 of 35
superinvestors hold it
$10.45B
fund-held value
42.5%
of shares held by funds
3
bond issues held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.03%$781.27M
VANGUARD WINDSOR II FUND
VWNFX · VANGUARD WINDSOR FUNDS
1.17%$762.30M
First Eagle Global Fund
SGENX · First Eagle Funds
0.88%$655.57M
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.04%$645.96M
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.24%$533.14M

Superinvestors in Workday, Inc.

Bill NygrenINCREASED +1552.2%
Harris Associates (Oakmark)
<0.1%

Share of each manager's reported 13F portfolio.

Bonds held by funds

Funds report holding 3 issues of Workday, Inc.'s debt, $440.19M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.68%, maturing 20272032.

IssueCouponMaturesFundsFund-held
WDAY 3.8 04/01/323.800%2032-04-0186$209.26M
Workday Inc3.500%2027-04-0152$157.30M
Workday Inc3.700%2029-04-0161$73.63M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Go deeper in your own AI

15 years of statements, narrative and filings — queryable over MCP.

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15 years of Workday, Inc.'s financials

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