Workday, Inc.

WDAY · NASDAQ · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net $1.0M – $6.3M 24 disclosures · 13 bought / 11 sold · last Jul 20, 2026
Michael T. McCaul R · HOUSE · TX	−$361K – $628K −$281K – $687K today 32 filings · last Apr 28, 2026
Ro Khanna D · HOUSE · CA	−$283K – $347K −$368K – $405K today 42 filings · last Jul 7, 2026
Gilbert Ray Cisneros, Jr. D · HOUSE · CA	−$93K – $124K −$151K – $109K today 11 filings · last Aug 18, 2026
Robert Bresnahan R · HOUSE · PA	$1K – $15K $999 – $15K today 1 filing · last Apr 8, 2025
Ron Wyden D · SENATE · OR	−$13K – $29K −$18K – $30K today 3 filings · last Nov 11, 2022
Alan Armstrong R · SENATE · OK	$1K – $15K $2K – $25K today 1 filing · last Mar 27, 2026
Josh Gottheimer D · HOUSE · NJ	−$27K – $43K −$23K – $48K today 5 filings · last Apr 29, 2024
Julia Letlow R · HOUSE · LA	−$28K – $28K −$25K – $23K today 4 filings · last Jul 24, 2025
Lamar Smith R · HOUSE · TX	−$14K – $14K −$60K – $34K today 2 filings · last Feb 11, 2016

Recent transactions

Trades from Feb 10, 2026 – Jul 20, 2026

Politician	Type	Filed after	Amount
Donald Trump R · EXECUTIVE	Buy	64 days Jul 20, 2026 → Sep 22, 2026	≥$500K
Donald Trump R · EXECUTIVE	Sell	67 days Jul 17, 2026 → Sep 22, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	76 days Jul 8, 2026 → Sep 22, 2026	≥$1K
Gilbert Ray Cisneros, Jr. D · HOUSE · CA-31	Buy	23 days Aug 18, 2026 → Sep 10, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	59 days Jun 24, 2026 → Aug 22, 2026	≥$50K
Donald Trump R · EXECUTIVE	Sell	60 days Jun 23, 2026 → Aug 22, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	67 days Jun 16, 2026 → Aug 22, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	80 days Jun 3, 2026 → Aug 22, 2026	≥$1K
Ro Khanna D · HOUSE · CA-17	Buy	31 days Jul 7, 2026 → Aug 7, 2026	≥$1K
Alan Armstrong R · SENATE · OK	Buy	116 days Mar 27, 2026 → Jul 21, 2026	≥$1K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

979

13F shares

209.7M

Total invested

$25.7B

Ownership

82.6%

New positions

136

Closed positions

156

Increased positions

494

Reduced positions

340

Put/Call ratio

1.18

Holder	Reported	Shares	Value	Δ Qtr
BLACKROCK, INC.	8/7/2026	21.1M	$2.6B	+5.21%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	13.2M	$1.6B	−4.43%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	8/14/2026	12.7M	$1.6B	+18.99%
EAGLE CAPITAL MANAGEMENT LLC	8/14/2026	11.3M	$1.4B	+30.05%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	11.2M	$1.4B	−3.96%
STATE STREET CORP	9/22/2026	9.6M	$1.2B	+0.35%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC	8/24/2026	8.8M	$1.1B	+15.98%
INVESCO LTD.	8/14/2026	8.1M	$997.1M	+82.05%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	5.9M	$721.7M	+14.37%
GOLDMAN SACHS GROUP INC	8/14/2026	4.6M	$566.0M	+17.20%
MORGAN STANLEY	8/13/2026	3.6M	$442.2M	+31.93%
FIL LTD	8/13/2026	3.2M	$397.3M	+15.14%
CITIGROUP INC	8/3/2026	3.1M	$374.9M	+17.75%
PICTET ASSET MANAGEMENT HOLDING SA	7/30/2026	2.8M	$345.2M	+0.56%
BANK OF AMERICA CORP /DE/	8/14/2026	2.5M	$306.1M	−33.54%
UBS GROUP AG	8/13/2026	2.4M	$295.8M	−7.24%
UBS ASSET MANAGEMENT AMERICAS INC	8/13/2026	2.4M	$288.8M	+10.52%
GENERATION INVESTMENT MANAGEMENT LLP	8/10/2026	2.3M	$282.9M	−44.74%
LOOMIS SAYLES & CO L P	8/14/2026	2.3M	$281.0M	+10.38%
NORGES BANK	8/12/2026	2.2M	$269.0M	—
PZENA INVESTMENT MANAGEMENT LLC	8/7/2026	2M	$241.3M	—
NORTHERN TRUST CORP	8/13/2026	2M	$240.0M	−4.23%
JPMORGAN CHASE & CO	8/12/2026	1.7M	$210.5M	+2.36%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8/14/2026	1.7M	$206.3M	+4.89%
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	8/14/2026	1.7M	$206.3M	—

Insider transactions

Insider	Type	Transacted	Price	Date
Garfield Mark S.	S-SALE	918	$189.45	Oct 12
Duffield David A	S-SALE	46.6K	$186.36	Oct 9
Duffield David A	C-CONVERSION	99.8K	—	Oct 9
Duffield David A	C-CONVERSION	99.8K	—	Oct 9
Duffield David A	S-SALE	1.5K	$190.96	Oct 9
Duffield David A	S-SALE	10.5K	$190.13	Oct 9
Duffield David A	S-SALE	12.7K	$189.36	Oct 9
Duffield David A	S-SALE	14.2K	$188.19	Oct 9
Duffield David A	S-SALE	14.3K	$186.92	Oct 9
Kazmaier Gerrit S	S-SALE	1K	$186.32	Oct 6

Analyst consensus

Buy81 analysts

Bearish · 3 · Hold · 38 · Bullish · 40

Earnings history

	EPS	Estimate
Q3 2025	$1.89	$1.76	Beat
Q4 2025	$1.92	$1.78	Beat
Q1 2026	$2.23	$2.01	Beat
Q2 2026	$2.21	$2.11	Beat
Q3 2026	$2.32	$2.17	Beat
Q4 2026	$2.47	$2.32	Beat
Q1 2027	$2.66	$2.51	Beat
Q2 2027	$2.75	$2.61	Beat

Peers

Company overview

IPO dateOct 12, 2012

CEOAneel Bhusri

Employees20,896

SectorTechnology

IndustrySoftware - Application

CountryUS

ExchangeNASDAQ Global Select

Websitewww.workday.com

Workday, Inc. delivers comprehensive, cloud-hosted enterprise software solutions to clients worldwide. These platforms empower organizations to strategize, operate, examine performance, integrate with existing systems, and oversee their overall business functions. A core offering includes a robust suite of financial management tools. These are designed to assist Chief Financial Officers (CFOs) in meticulously maintaining general ledger accounting data, streamlining financial workflows, gaining instant insights into financial and operational metrics, optimizing consolidation, accelerating month-end closes, bolstering internal controls and audit readiness, and ensuring uniformity throughout their financial activities. Workday also provides cloud-based spend management solutions. These facilitate smoother supplier engagement and contract administration, optimize the handling of indirect expenditures, and enable the effective execution of sourcing initiatives, including requests for proposals (RFPs). Its Human Capital Management (HCM) platform stands out, offering a comprehensive set of applications for overseeing the entire employee journey—from initial recruitment through to retirement. This empowers HR departments to efficiently handle hiring, onboarding, payroll, talent development, reskilling programs, and to cultivate exceptional employee experiences. Furthermore, the company offers dedicated applications for business planning, alongside powerful analytics and reporting capabilities. These advanced tools feature augmented analytics that translate complex data into easily digestible narratives for business users, leverage machine learning for enhanced operational efficiency and automation, and provide benchmarking features to compare performance against industry peers. Workday's diverse clientele spans numerous sectors, including professional and business services, financial institutions, healthcare providers, educational bodies, government agencies, technology firms, media organizations, retailers, and the hospitality industry. Originally incorporated in 2005 as North Tahoe Power Tools, Inc., the company adopted the name Workday, Inc. in July of the same year. Its corporate headquarters are located in Pleasanton, California.

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