Workday, Inc.
At today's price, Workday, Inc. (WDAY) is priced for today's economics sustained for ~8.2 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Workday sells cloud applications for human resources and finance on a subscription, and the subscription is the franchise: subscription revenue rose 14.3% to $2.354 billion in the first quarter of fiscal 2027, on top of a high gross revenue retention rate that keeps the existing base intact [Source: Q1 FY2027 earnings release, May 21 2026; FY2025 10-K, accession 0001327811-25-000056]. • The biggest risk is the price, not the operations: at $117 the asset-value and earnings-power methods read t
Is WDAY overvalued? See what's priced in →
909 institutional managers reported holding WDAY in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 38%. 131 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 28.8M shares were sold short as of the 2026-06-15 count, about 11% of shares outstanding (5.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
WDAY's share count grew 2.8% over the past five years even with $5.68B spent on repurchases. It pays no dividend. Cash returned over the past three years: $5.61B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at WDAY over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
WDAY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-25 | +2.9% | -13.1% |
| 2023-11-29 | +11.7% | +10.5% |
| 2024-03-09 | -3.5% | -6.8% |
| 2024-05-30 | -15.0% | +7.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
WDAY's latest 8-K filings: 2026-06-22 (items 5.07); 2026-05-21 (items 2.02, 9.01); 2026-04-24 (items 9.01); 2026-03-06 (items 5.02); 2026-02-24 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.