Market Cap
$45.9B
WDAY
Workday, Inc.
$187.21 ▲ +0.25%
Prev close $186.75Market cap$45.9B
ConsensusHold
12-mo target$208.26 (+11.4%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional ExitsCongressional Activity (2) Cloud & SaaS
Snapshot
The big-picture read on WDAY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (53%)
Inst. Holders
50 funds
Inst. Value
$20.8B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $111.3M sell
Insider Net $
-$111.3M
Social Sentiment
43° Neutral
SEC Reports
15
Congressional
15 trades
Price chart 30d -6.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Workday Launches in the UAE to Help Organisations Transform HR, Finance, and IT in the AI Era
New Dubai Office, Expanded Local Leadership, and Fresh Research Signal Workday's Long-Term Commitmen
Sep 28, 2026 Insider
DUFFIELD DAVID A disposed of 98,971 shares
10%+ Owner
Sep 28, 2026 Insider
DUFFIELD DAVID A sold 3,904 shares
10%+ Owner @ $190.60 ($744.1K)
Sep 28, 2026 Insider
Aug 27, 2026 SEC DUFFIELD DAVID A sold 23,095 shares
10%+ Owner @ $189.84 ($4.4M)
Workday reported Q2 FY2027 results with total revenue of $2.649B (+12.8% YoY), slightly above consensus, and non-GAAP EP
PRESS-RELEASE — Impact 7/10
Aug 18, 2026 Congress
Jul 14, 2026 SEC Gilbert Cisneros buy
$1,001 - $15,000 — House
A cluster of insider selling at Workday over the past week, led by CFO Zane Rowe ($393K), CAO Mark Garfield ($131K), and
CLUSTER — Impact 3/10
A cluster of insider selling at Workday (WDAY) over the past week, led by 10% owner David Duffield and CFO Zane Rowe, to
CLUSTER — Impact 3/10
Analyst ratings buy % -29.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
53% rate it Buy or better · 49 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Aug 28, 2026 | Freedom Broker | DOWNGRADE | Hold | 66% |
| Aug 28, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 28, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Aug 28, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 28, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 28, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 28, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 28, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 28, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 16 | 21 | 2 | 0 | 53% | |
| Aug 1, 2026 | 11 | 18 | 18 | 2 | 0 | 59% | |
| Jul 1, 2026 | 11 | 18 | 19 | 0 | 0 | 60% | |
| Jun 1, 2026 | 10 | 18 | 20 | 0 | 0 | 58% | |
| May 1, 2026 | 10 | 20 | 18 | 0 | 0 | 63% | |
| Apr 1, 2026 | 10 | 21 | 17 | 0 | 0 | 65% | |
| Mar 1, 2026 | 10 | 22 | 16 | 0 | 0 | 67% | |
| Feb 1, 2026 | 11 | 24 | 13 | 0 | 0 | 73% |
Price targets
Where 38 covering analysts think WDAY trades over the next 12 months.
$208.26 +11.4% upside Buy
Current$186.98 Low$92.00 Median$215.00 High$275.00 38 analysts
$92.00$275.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +40.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
43°
Neutral
BearishNeutralBullish
Recent posts
Dario's Comments and Hedging
▲ 1 · 💬 8· ⚡ 0.5
Silver Lake in talks to buy Workday, sources say
▲ 1 · 💬 5· ⚡ 0.5
My Portfolio vs S&P 500 (Last 3 Weeks)
▲ 1 · 💬 8· ⚡ 0.5
WDAY trades at 44x trailing earnings but the forward multiple tells a completely different story. Dug into Workday.
▲ 1 · 💬 2· ⚡ 0.5
Was today’s move institutional rebalancing into software or simply closing shorts?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 2 bullish, 2 bearish, 1 mixed, 10 neutral · avg impact 4.2/10.
BULLISHPRESS-RELEASE7/10
Workday reported Q2 FY2027 results with total revenue of $2.649B (+12.8% YoY), slightly above consen
Aug 27, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Workday over the past week, led by CFO Zane Rowe ($393K), CAO Mark G
Jul 14, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Workday (WDAY) over the past week, led by 10% owner David Duffield a
Jul 14, 2026
NEUTRALCLUSTER2/10
Two Workday insiders (President/CCO Enslin and 10% owner Duffield) sold a combined $741K in shares o
Jul 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Workday Launches in the UAE to Help Organisations Transform HR, Finance, and IT in the AI Era
New Dubai Office, Expanded Local Leadership, and Fresh Research Signal Workday's Long-Term Commitment as AI Adoption Accelerates Across the UAE DUBAI,
Sep 29, 2026
short_volume
Short Volume: WDAY — 63.5% short (0.4M / 0.6M)
Short: 380,387 | Exempt: 1,080 | TRF Vol: 598,896 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: WDAY — 62.3% short (0.4M / 0.7M)
Short: 449,993 | Exempt: 157 | TRF Vol: 722,016 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: WDAY — 68.0% short (0.4M / 0.6M)
Short: 377,717 | Exempt: 130 | TRF Vol: 555,098 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: WDAY — 57.4% short (0.3M / 0.6M)
Short: 318,705 | Exempt: 821 | TRF Vol: 555,393 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.74 | $2.52–$2.92 | 18.3% | +0.4% | 27↑ 5↓ | $2.7B | 36 |
| Next Q | $2.95 | $2.70–$3.29 | 19.3% | +0.4% | 28↑ 4↓ | $2.8B | 35 |
| Current FY | $11.08 | $10.63–$11.71 | 20.0% | +0.1% | 32↑ 3↓ | $10.7B | 41 |
| Next FY | $13.23 | $11.90–$15.30 | 19.5% | +0.2% | 35↑ 1↓ | $11.8B | 41 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.744 | — |
| 7d ago | $2.744 | +0.001 |
| 30d ago | $2.734 | +0.010 |
| 60d ago | $2.641 | +0.103 |
| 90d ago | $2.633 | +0.112 |
Institutional ownership
Which big funds own WDAY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $20.8B total value (168,925,213 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 21,126,013 | $2.6B | 12.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,220,374 | $1.6B | 7.8% | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 12,679,129 | $1.6B | 7.5% | — |
| EAGLE CAPITAL MANAGEMENT LLC | 11,323,681 | $1.4B | 6.7% | ADD +30.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,176,693 | $1.4B | 6.6% | — |
| STATE STREET CORP | 9,570,551 | $1.2B | 5.6% | — |
| First Eagle Investment Management, LLC | 8,824,517 | $1.1B | 5.2% | — |
| Invesco Ltd. | 8,144,776 | $997.1M | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,904,641 | $721.7M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | ADD | 8,707,006 | 11,323,681 | +30.1% | $1.4B |
| MORGAN STANLEY | ADD | 2,738,178 | 3,612,552 | +31.9% | $442.2M |
| BANK OF AMERICA CORP /DE/ | TRIM | 3,762,565 | 2,500,641 | -33.5% | $306.1M |
| NORGES BANK | NEW | — | 2,197,001 | — | $269.0M |
| PZENA INVESTMENT MANAGEMENT LLC | NEW | — | 1,971,270 | — | $241.3M |
| BARCLAYS PLC | ADD | 1,148,084 | 1,550,364 | +35.0% | $189.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,203,953 | 1,505,071 | +25.0% | $184.3M |
| Tidal Investments LLC | ADD | 1,002,281 | 1,439,456 | +43.6% | $176.2M |
| Select Equity Group, L.P. | DOUBLED | 652,998 | 1,331,948 | +104.0% | $163.1M |
| FMR LLC | ADD | 784,162 | 991,605 | +26.5% | $121.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$111.3M — $0.00 bought, $111.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | CONVERT | 98,971 | — | — |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 3,904 | $190.60 | $744.1K |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 23,095 | $189.84 | $4.4M |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 1,904 | $184.67 | $351.6K |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 3,496 | $183.88 | $642.8K |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 37,993 | $188.94 | $7.2M |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 1,700 | $185.78 | $315.8K |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 2,000 | $182.67 | $365.3K |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | CONVERT | 98,971 | — | — |
| Sep 28, 2026 | DUFFIELD DAVID A | 10%+ Owner | SELL | 1,100 | $186.80 | $205.5K |
Congressional trades
WDAY trades disclosed by members of Congress, with disclosure delay.
3 members · 12 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | Sep 11, 2026(25d) |
| Jul 7, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | Aug 12, 2026(37d) |
| Jun 17, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | Jul 13, 2026(27d) |
| Jun 11, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | Jul 13, 2026(33d) |
| Jun 5, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $15,001 - $50,000 | Workday Inc | Jul 3, 2026(29d) |
| Apr 28, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | May 11, 2026(14d) |
| Apr 23, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | May 11, 2026(19d) |
| Apr 20, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | May 11, 2026(22d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | May 13, 2026(31d) |
| Feb 27, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | Workday Inc | Mar 12, 2026(14d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WDAY.
Shares short
14,145,081
Settlement Sep 15, 2026
Change vs prior
-17.0%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈5.9%
Estimate — not % of float
| Halted | Code | Reason | Status |
|---|---|---|---|
| Aug 13, 2026 | LUDP | Volatility Pause | Resumed |
| Aug 13, 2026 | LUDP | Volatility Pause | Resumed |
| Aug 13, 2026 | LUDP | Volatility Pause | Resumed |
All WDAY filing & press-release reports (15)
- PRESS-RELEASE reportAug 27, 2026
- CLUSTER reportJul 14, 2026
- CLUSTER reportJul 14, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 7, 2026
- 144 reportJun 26, 2026
- 144 reportJun 23, 2026
- INST-CLUSTER reportJun 13, 2026
- 144 reportJun 12, 2026
- 144 reportJun 9, 2026
- 144 reportJun 1, 2026
- DEFA14A reportMay 5, 2026
- CLUSTER reportApr 13, 2026
- INST-CLUSTER reportMar 27, 2026
- 8-K, 8-K reportFeb 24, 2026