Workday, Inc., is an American on-demand financial management and human capital management software vendor. Workday was founded by David Duffield, founder and former CEO of ERP company PeopleSoft, and former PeopleSoft chief strategist Aneel Bhusri following Oracle's hostile takeover of PeopleSoft in 2005.
Company profile
Ticker
WDAY
Exchange
Website
CEO
Aneel Bhusri
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
North Tahoe Power Tools Inc, Workday Inc
SEC CIK
Corporate docs
Subsidiaries
Adaptive Insights Co., Ltd. • Adaptive Insights Limited • Adaptive Insights LLC • Adaptive Insights Pty Ltd. • Adaptive Insights, Ltd. • Adaptive Planning, Inc. • 'Alohi Insurance, Inc. • Canada Workday ULC • Peakon ApS • Peakon Ltd ...
IRS number
202480422
WDAY stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Departure of Directors or Certain Officers
3 Mar 23
10-K
2023 FY
Annual report
27 Feb 23
8-K
Workday Appoints Sayan Chakraborty to Co-President and Elects Mark Hawkins to Board of Directors
27 Feb 23
8-K
Workday Announces Fiscal 2023 Fourth Quarter and Full Year Financial Results
27 Feb 23
8-K
Other Events
31 Jan 23
8-K
Amendments to Articles of Incorporation or Bylaws
27 Jan 23
8-K
Workday Appoints Carl Eschenbach to Co-CEO
20 Dec 22
10-Q
2023 Q3
Quarterly report
29 Nov 22
8-K
Workday Announces Fiscal 2023 Third Quarter Financial Results
29 Nov 22
10-Q
2023 Q2
Quarterly report
25 Aug 22
Transcripts
WDAY
Earnings call transcript
2023 Q4
27 Feb 23
WDAY
Earnings call transcript
2023 Q3
29 Nov 22
WDAY
Earnings call transcript
2023 Q2
25 Aug 22
WDAY
Earnings call transcript
2023 Q1
27 May 22
WDAY
Earnings call transcript
2022 Q4
1 Mar 22
WDAY
Earnings call transcript
2022 Q3
19 Nov 21
WDAY
Earnings call transcript
2022 Q2
27 Aug 21
WDAY
Earnings call transcript
2022 Q1
27 May 21
WDAY
Earnings call transcript
2021 Q4
26 Feb 21
WDAY
Earnings call transcript
2021 Q3
20 Nov 20
Latest ownership filings
4
GEORGE J STILL JR
17 Mar 23
4
Carl M. Eschenbach
8 Mar 23
4
Douglas A. Robinson
8 Mar 23
4
Sayan Chakraborty
8 Mar 23
4
Barbara A Larson
8 Mar 23
4
Mark J Hawkins
7 Mar 23
3
Sayan Chakraborty
3 Mar 23
3
Mark J Hawkins
3 Mar 23
SC 13G/A
DUFFIELD DAVID A
14 Feb 23
SC 13G/A
VANGUARD GROUP INC
9 Feb 23
Financial summary
| Quarter (USD) | Jan 23 | Oct 22 | Jul 22 | Apr 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Jan 23 | Jan 22 | Jan 21 | Jan 20 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 1.90 bn | 1.90 bn | 1.90 bn | 1.90 bn | 1.90 bn | 1.90 bn |
| Cash burn (monthly) | (no burn) | (no burn) | 29.65 mm | 22.93 mm | (no burn) | (no burn) |
| Cash used (since last report) | n/a | n/a | 56.38 mm | 43.59 mm | n/a | n/a |
| Cash remaining | n/a | n/a | 1.84 bn | 1.85 bn | n/a | n/a |
| Runway (months of cash) | n/a | n/a | 62.0 | 80.8 | n/a | n/a |
Institutional ownership, Q4 2022
86.5% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 774 |
| Opened positions | 126 |
| Closed positions | 103 |
| Increased positions | 249 |
| Reduced positions | 297 |
| 13F shares | Current |
|---|---|
| Total value | 29.38 tn |
| Total shares | 175.61 mm |
| Total puts | 5.05 mm |
| Total calls | 6.53 mm |
| Total put/call ratio | 0.8 |
| Largest owners | Shares | Value |
|---|---|---|
| Vanguard | 13.18 mm | $2.21 tn |
| BLK Blackrock | 12.12 mm | $2.03 tn |
| JHG Janus Henderson | 9.12 mm | $1.53 tn |
| Baillie Gifford & Co | 7.39 mm | $1.24 tn |
| Lone Pine Capital | 4.67 mm | $781.50 bn |
| STT State Street | 4.14 mm | $693.49 bn |
| FMR | 4.08 mm | $683.11 bn |
| Sustainable Growth Advisers | 4.01 mm | $668.78 bn |
| Manufacturers Life Insurance Company, The | 3.97 mm | $664.60 bn |
| JPM JPMorgan Chase & Co. | 3.74 mm | $622.92 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 15 Mar 23 | Still George J JR | Class A Common Stock | Sell | Dispose S | Yes | Yes | 184.3633 | 800 | 147.49 k | 5,000 |
| 15 Mar 23 | Still George J JR | Class A Common Stock | Sell | Dispose S | Yes | Yes | 183.7455 | 2,000 | 367.49 k | 5,800 |
| 15 Mar 23 | Still George J JR | Class A Common Stock | Sell | Dispose S | Yes | Yes | 182.727 | 2,000 | 365.45 k | 7,800 |
| 15 Mar 23 | Still George J JR | Class A Common Stock | Sell | Dispose S | Yes | Yes | 181.205 | 200 | 36.24 k | 9,800 |
| 7 Mar 23 | Sayan Chakraborty | Class A Common Stock | Sell | Dispose S | No | Yes | 190.235 | 412 | 78.38 k | 94,601 |
| 6 Mar 23 | Barbara A Larson | Class A Common Stock | Sell | Dispose S | No | No | 191.4361 | 157 | 30.06 k | 74,940 |
| 6 Mar 23 | Sayan Chakraborty | Class A Common Stock | Sell | Dispose S | No | No | 191.4361 | 328 | 62.79 k | 95,013 |
| 6 Mar 23 | Douglas A. Robinson | Class A Common Stock | Sell | Dispose S | No | No | 191.4361 | 266 | 50.92 k | 129,802 |
| 6 Mar 23 | Eschenbach Carl M. | Class A Common Stock | Payment of exercise | Dispose F | No | No | 191.55 | 16,154 | 3.09 mm | 690,486 |
Press releases
Workday Co-CEOs to Present at the Morgan Stanley Technology, Media and Telecom Conference on March 9
2 Mar 23
Workday Announces Fiscal 2023 Fourth Quarter and Full Year Financial Results
27 Feb 23
Workday Appoints Sayan Chakraborty to Co-President and Elects Mark Hawkins to Board of Directors
27 Feb 23
Jade Global Named Workday Application Management Services Partner
27 Feb 23
Workday Announces Date of Fiscal 2023 Fourth Quarter and Full Year Financial Results
8 Feb 23