Revenue by quarter
US$ · last 8| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2027 | $2.6B | $632.0M | 2.57 |
| Q1 FY2027 | $2.5B | $222.0M | 0.87 |
| Q4 FY2026 | $2.5B | $145.0M | 0.55 |
| Q3 FY2026 | $2.4B | $252.0M | 0.94 |
Newest filings
All 292Description
- Ticker
- WDAY-US
- Exchange
- Nasdaq
- Index
- S&P 500
- Industry
- Services-Computer Processing & Data Preparation
- SIC division
- Services
- CIK
- 0001327811
- LEI
- 549300J0DYC0N31V7G13
- FIGI
- BBG000VC0T95
- Share class FIGI
- BBG001T21KQ7
- Fiscal year ends
- Jan
- Filings held
- 292 since 2005
- 8-K events
- 137
- Shares short
- 12.6M, 30 Sep 2026
Financial statements
The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.
| Fiscal period | FY2010 | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Period ending | Dec 2010 | Jan 2012 | Jan 2013 | Jan 2014 | Jan 2015 | Jan 2016 | Jan 2017 | Jan 2018 | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Filed | 22 Mar 2013 | 31 Mar 2014 | 25 Mar 2015 | 22 Mar 2016 | 20 Mar 2017 | 14 Mar 2018 | 18 Mar 2019 | 3 Mar 2020 | 2 Mar 2021 | 28 Feb 2022 | 27 Feb 2023 | 8 Mar 2024 | 11 Mar 2025 | 6 Mar 2026 | 6 Mar 2026 | 6 Mar 2026 |
| +Total revenues | – | 134M | 274M | 469M | 788M | 1,157Mr | 1,574M | 2,143M | 2,822M | 3,627M | 4,318M | 5,139Mr | 6,216Mr | 7,259M | 8,446M | 9,552M |
| +Product development | 39M | 62M | 103M | 182M | 317M | 470M | 681M | 911M | 1,212M | 1,550M | 1,721M | 1,879Mr | 2,247Mr | 2,464M | 2,626M | 2,679M |
| +Sales and marketing | 37M | 70M | 123M | 197M | 316M | 414Mr | 565Mr | 683M | 891M | 1,147M | 1,233M | 1,462Mr | 1,842Mr | 2,139M | 2,432M | 2,616M |
| +General and administrative | 8.6M | 15M | 49M | 66M | 106M | 149M | 198M | 223M | 347M | 368M | 414M | 486Mr | 599Mr | 702M | 820M | 912M |
| +Restructuring | – | – | – | – | – | – | – | – | – | – | – | – | 40M | 0M | 84M | 303M |
| −Total costs and expenses | 124M | 213M | 392M | 622M | 1,004M | 1,407Mr | 1,928Mr | 2,446M | 3,286M | 4,129M | 4,567M | 5,255Mr | 6,438Mr | 7,076M | 8,031M | 8,831M |
| Operating income | -56M | -78M | -118M | -153M | -216M | -250Mr | -353Mr | -303M | -463M | -502M | -249M | -116Mr | -222Mr | 183M | 415M | 721M |
| % of total revenues | -58.4% | -43.1% | -32.7% | -27.4% | -21.6% | -22.4% | -14.1% | -16.4% | -13.8% | -5.8% | -2.3% | -3.6% | 2.5% | 4.9% | 7.5% | |
| Other income, net | -0.1M | -1M | -1.2M | -18M | -30M | -24M | -32M | -12M | 40M | 20M | -27M | 132Mr | -38Mr | 173M | 223M | 288M |
| Loss before provision for income taxes | -56M | -80M | -119M | -171M | -246M | -274Mr | -386Mr | -315M | -424M | -482M | -275M | – | – | – | – | – |
| Income before provision for income taxes | – | – | – | – | – | – | – | – | – | -482M | -275M | 16Mr | -260Mr | 356M | 638M | 1,009M |
| % of total revenues | -13.3% | -6.4% | 0.3% | -4.2% | 4.9% | 7.6% | 10.6% | |||||||||
| −Provision for income taxes | 0.1M | 0.2M | 0.1M | 1.7M | 2M | 1M | -0.8M | 6.4M | -5.5M | -1.8M | 7.3M | -13Mr | 107Mr | -1,025M | 112M | 316M |
| Net loss | -56M | -80M | -119M | -173M | -248M | -275Mr | -385Mr | -321M | -418M | -481M | – | – | – | – | – | – |
| Net income | -56M | -80M | -120M | -173M | -248M | -275Mr | -385Mr | -321M | -418M | -481M | -282M | 29Mr | -367Mr | 1,381M | 526M | 693M |
| % of total revenues | -59.5% | -43.8% | -36.8% | -31.5% | -23.8% | -24.4% | -15.0% | -14.8% | -13.3% | -6.5% | 0.6% | -5.9% | 19.0% | 6.2% | 7.3% | |
| Net loss per share attributable to Class A and Class B common stockholders, basic and diluted | -2.22 | -2.71 | -1.62 | -1.01 | -1.35 | -1.45 | -1.94 | -1.55 | -1.93 | -2.12 | -1.19 | – | – | – | – | – |
| Weighted-average shares used to compute net loss per share attributable to Class A and Class B common stockholders, basic and diluted | 25M | 30M | 74M | 171M | 184M | 190M | 198M | 208M | 217M | 227M | 237M | – | – | – | – | – |
| Net income per share, basic | – | – | – | – | – | – | – | – | – | -2.12 | -1.19 | 0.12 | -1.44 | 5.28 | 1.98 | 2.61 |
| Net income per share, diluted | – | – | – | – | – | – | – | – | – | -2.12 | -1.19 | 0.12 | -1.44 | 5.21 | 1.95 | 2.59 |
| Weighted-average shares used to compute net income per share, basic | – | – | – | – | – | – | – | – | – | 227M | 237M | 247M | 255M | 261M | 265M | 265M |
| Weighted-average shares used to compute net income per share, diluted | – | – | – | – | – | – | – | – | – | 227M | 237M | 254M | 255M | 265M | 269M | 268M |
Hover a figure for its source.r restated in a later filing– not reported in that period
Lines in the order and wording of the 10-K filed 6 Mar 2026. 287 of 287 subtotals add up to the company's own totals, and the balance sheet balances in 70 of 70 periods. Newest filing read: 27 Aug 2026.
Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.
Charts
Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.
Revenue · quarterly · US$
Latest Jul 2026: $2.65B
Revenue = rev
Method. Each month-end, the trailing-twelve-month diluted EPS known that month (from filings filed by then) at the 10th, 50th and 90th percentile of this stock's own month-end P/E from 2022-12 to 2026-10. Months with the figure at or below zero are left out. A summary of the multiples the stock has traded at, not a value.
Ratios
Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.
| Fiscal year ending | Jan 2012 | Jan 2013 | Jan 2014 | Jan 2015 | Jan 2016 | Jan 2017 | Jan 2018 | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on common equity | – | −57.5% | −19.4% | −20.8% | −22.7% | −30.7% | −22.5% | −23.6% | −21.6% | −9.8% | 0.7% | −7.2% | 20.2% | 6.1% | 8.2% |
| Return on assets | – | −20.1% | −11.0% | −11.0% | −10.8% | −12.8% | −7.8% | −8.0% | −7.8% | −3.6% | 0.3% | −3.1% | 9.2% | 3.1% | 3.8% |
| Return on capital | – | −40.7% | −13.3% | −14.2% | −16.2% | −28.2% | −12.0% | −16.2% | −15.0% | −4.5% | −1.6% | −2.4% | 1.5% | 3.0% | 4.3% |
| Return on invested capital | – | −59.0% | −21.0% | −22.3% | −21.5% | −42.4% | −20.5% | −23.5% | −24.4% | −11.8% | −4.3% | −6.8% | 5.1% | 9.4% | 10.6% |
| Gross margin | 51.4% | 57.4% | – | – | – | – | – | – | – | – | – | – | – | – | – |
| EBITDA margin | −51.4% | −36.6% | −25.3% | −19.9% | −14.2% | −15.7% | −7.8% | −9.4% | – | – | – | – | – | – | – |
| Operating margin | −58.4% | −43.1% | −32.7% | −27.4% | −21.6% | −22.4% | −14.1% | −16.4% | −13.8% | −5.8% | −2.3% | −3.6% | 2.5% | 4.9% | 7.5% |
| Incremental operating margin | – | −28.3% | −18.1% | −19.6% | −9.2% | −24.7% | 8.8% | −23.6% | −4.8% | 36.7% | 16.2% | −9.9% | 38.8% | 19.5% | 27.7% |
| Pretax margin | −59.1% | −43.5% | −36.4% | −31.2% | −23.7% | −24.5% | −14.7% | −15.0% | −13.3% | −6.4% | 0.3% | −4.2% | 4.9% | 7.6% | 10.6% |
| Profit margin | −59.5% | −43.8% | −36.8% | −31.5% | −23.8% | −24.4% | −15.0% | −14.8% | −13.3% | −6.5% | 0.6% | −5.9% | 19.0% | 6.2% | 7.3% |
| Net income to common margin | −59.5% | −43.8% | −36.8% | −31.5% | −23.8% | −24.4% | −15.0% | −14.8% | −13.3% | −6.5% | 0.6% | −5.9% | 19.0% | 6.2% | 7.3% |
| Effective tax rate | – | −0.1% | −1.0% | −0.8% | −0.4% | 0.2% | −2.0% | 1.3% | 0.4% | −2.7% | −81.3% | −41.1% | −287.9% | 17.6% | 31.3% |
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
Key points
Total revenue grew 12.8%
Total revenues were $2.649 billion, up from $2.348 billion a year earlier. Professional services revenue was $178 million, against $179 million.
Operating income rose to $313 million
GAAP operating income was $313 million, or 11.8% of revenues, up from $248 million, or 10.6%, a year earlier.
Diluted EPS included large tax benefit
Diluted EPS of $2.57 included a $1.52 per share tax benefit from an intra-entity transfer of intellectual property rights during an internal legal entity restructuring. Non-GAAP diluted EPS was $2.75.
Non-GAAP operating margin rose to 31.1%
Non-GAAP operating income was $824 million, or 31.1% of revenues, against $680 million, or 29.0%, a year earlier.
Subscription and development costs grew
Costs of subscription services rose to $436 million from $370 million. Product development rose to $747 million from $660 million.
Share-based compensation rose
Share-based compensation expense was $462 million, or 17.4% of revenues, compared with $391 million a year earlier.
Acquired intangibles amortization rose
Amortization of acquisition-related intangible assets was $34 million, up from $21 million; it is excluded from non-GAAP operating income.
Sales and marketing and G&A rose
Sales and marketing expense was $706 million, up from $641 million. General and administrative expense was $231 million, up from $216 million.
12-month backlog up 14.2%
12-month subscription revenue backlog was $9.034 billion, up 14.2% year over year.
Total backlog up 8.0%
Total subscription revenue backlog was $27.403 billion, up 8.0% from a year earlier.
Unearned revenue moved in quarter
Unearned revenue was a $64 million increase in the quarter and a $622 million decrease over the six months, per the cash flow statement.
Developer Agent and Agent Passport unveiled
Developer Agent lets developers build AI apps and agents using natural language. Agent Passport tests and verifies each AI agent before production and monitors it afterward.
Sana-based learning now generally available
Workday Learning, powered by Sana, combines people and skills data with an AI-native learning experience and is generally available.
Adaptive Decision Intelligence introduced
Adaptive Decision Intelligence lets finance and operations teams ask natural-language questions and model scenarios. The Financial Audit Agent is generally available.
Guidance
- subscription revenue$2.515 billionthird quarter of fiscal 2027 (ending October 31, 2026) · new
- non-GAAP operating margin30.0%third quarter of fiscal 2027 · new
- subscription revenue$9.940 billion to $9.950 billionfull fiscal 2027 (year ending January 31, 2027) · raised from $9.925 billion to $9.950 billion
- non-GAAP operating margin31.0%full fiscal 2027 · raised from 30.5%
In their words
“We had a strong Q2, with AI driving more than 25% of our new ACV and more than 5,500 customers now using at least one of our organic agents” Aneel Bhusri, co-founder, CEO, and chair, Workday
“Our Q2 results reflect continued momentum across our platform, with AI emerging as a strategic driver of customer expansion” Zane Rowe, CFO, Workday
“Because of Workday’s deterministic rails, customers can trust our agents with the work that matters, and you're seeing that in the numbers.” Aneel Bhusri, co-founder, CEO, and chair, Workday
Coming up
Data Cloud integration with AWS. Workday Data Cloud is to integrate with AWS, giving bi-directional, zero-copy access between AWS data and AI services and Workday's HR and finance data. No date stated.
Workday agents into Gemini Enterprise. Workday agents are to be brought directly into Gemini Enterprise, alongside agents from Google Cloud and third parties. No date stated.
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
- Subscription services$8.8B 92.5%
- Costs of professional services$719.0M 7.5%
- United States$7.2B 75.1%
- Other countries$2.4B 24.9%
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 23 Oct 2026 | 23 Oct, 4:34 PM ET | 8-K | Material agreementNew debt | 1.01, 2.03, 9.01 | |
| 13 Oct 2026 | 13 Oct, 8:46 AM ET | 8-K | Other events | 8.01, 9.01 | |
| 1 Oct 2026 | 1 Oct, 5:22 PM ET | 8-K | Material agreementAgreement endedNew debt | 1.01, 1.02, 2.03, 9.01 | |
| 29 Sep 2026 | 29 Sep, 4:01 PM ET | 8-K | ResultsRestructuring | 2.02, 2.05 | |
| 27 Aug 2026 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | ||
| 22 Jun 2026 | 8-K | Shareholder vote | 5.07 | ||
| 21 May 2026 | 8-K | Results | 2.02, 9.01 | ||
| 6 Mar 2026 | 8-K | Leadership change | 5.02 | ||
| 24 Feb 2026 | 8-K | Results | 2.02, 9.01 | ||
| 9 Feb 2026 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | ||
| 4 Feb 2026 | 8-K | ResultsImpairmentRestructuring | 2.02, 2.05, 2.06 | ||
| 25 Nov 2025 | 8-K | Results | 2.02, 9.01 | ||
| 17 Sep 2025 | 8-K | Other events | 8.01 | ||
| 16 Sep 2025 | 8-K | Other events | 8.01, 9.01 | ||
| 21 Aug 2025 | 8-K | Other events | 8.01, 9.01 | ||
| 21 Aug 2025 | 8-K | Results | 2.02, 9.01 | ||
| 9 Jun 2025 | 8-K | Shareholder vote | 5.07 | ||
| 22 May 2025 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | ||
| 25 Feb 2025 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | ||
| 25 Feb 2025 | 8-K | Results | 2.02, 9.01 | ||
| 5 Feb 2025 | 8-K | ResultsImpairmentRestructuringInvestor update | 2.02, 2.05, 2.06, 7.01, 9.01 | ||
| 3 Dec 2024 | 8-K | Leadership change | 5.02, 9.01 | ||
| 26 Nov 2024 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | ||
| 26 Nov 2024 | 8-K | Results | 2.02, 9.01 | ||
| 1 Oct 2024 | 8-K | Leadership change | 5.02, 9.01 | ||
| 10 Sep 2024 | 8-K | Leadership change | 5.02, 9.01 | ||
| 22 Aug 2024 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | ||
| 1 Aug 2024 | 8-K | Leadership change | 5.02, 9.01 | ||
| 5 Jul 2024 | 8-K | Leadership change | 5.02 | ||
| 20 Jun 2024 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | ||
| 23 May 2024 | 8-K | Results | 2.02, 9.01 | ||
| 25 Apr 2024 | 8-K | Leadership change | 5.02 | ||
| 26 Feb 2024 | 8-K | Other events | 8.01, 9.01 | ||
| 26 Feb 2024 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | ||
| 31 Jan 2024 | 8-K | Leadership change | 5.02, 9.01 | ||
| 1 Dec 2023 | 8-K | Leadership change | 5.02, 9.01 | ||
| 28 Nov 2023 | 8-K | Results | 2.02, 9.01 | ||
| 7 Sep 2023 | 8-K | Leadership change | 5.02 | ||
| 24 Aug 2023 | 8-K | Results | 2.02, 9.01 | ||
| 26 Jun 2023 | 8-K | Shareholder vote | 5.07 | ||
| 25 May 2023 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | ||
| 25 May 2023 | 8-K | Results | 2.02, 9.01 | ||
| 3 Mar 2023 | 8-K | Leadership change | 5.02, 9.01 | ||
| 27 Feb 2023 | 8-K | Leadership change | 5.02, 9.01 | ||
| 27 Feb 2023 | 8-K | Results | 2.02, 9.01 | ||
| 31 Jan 2023 | 8-K | Other events | 8.01, 9.01 | ||
| 27 Jan 2023 | 8-K | Bylaws or fiscal year change | 5.03, 9.01 | ||
| 20 Dec 2022 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | ||
| 29 Nov 2022 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | ||
| 25 Aug 2022 | 8-K | Results | 2.02, 9.01 |
Every filing
The company's filings with the SEC, newest first: 292 held. Insider, fund and large-holder filings have their own tables below.
| 23 Oct 2026 | 8-K | 21 Oct 2026 | 23 Oct, 4:34 PM ET | |
| 21 Oct 2026 | 305B2 | – | 21 Oct, 8:57 AM ET | |
| 13 Oct 2026 | 8-K | 12 Oct 2026 | 13 Oct, 8:46 AM ET | |
| 1 Oct 2026 | 8-K | 1 Oct 2026 | 1 Oct, 5:22 PM ET | |
| 29 Sep 2026 | 8-K | 29 Sep 2026 | 29 Sep, 4:01 PM ET | |
| 27 Aug 2026 | 10-Q | 31 Jul 2026 | ||
| 27 Aug 2026 | 8-K | 27 Aug 2026 | ||
| 25 Jun 2026 | S-8 | – | ||
| 22 Jun 2026 | 8-K | 16 Jun 2026 | ||
| 29 May 2026 | S-3ASR | – | ||
| 22 May 2026 | 10-Q | 30 Apr 2026 | ||
| 21 May 2026 | 8-K | 21 May 2026 | ||
| 5 May 2026 | ARS | 31 Jan 2026 | ||
| 5 May 2026 | DEFA14A | – | ||
| 5 May 2026 | DEF 14A | 16 Jun 2026 | ||
| 24 Apr 2026 | 8-K | 20 Apr 2026 | ||
| 6 Mar 2026 | 8-K | 5 Mar 2026 | ||
| 6 Mar 2026 | 10-K | 31 Jan 2026 | ||
| 24 Feb 2026 | 8-K | 24 Feb 2026 | ||
| 9 Feb 2026 | 8-K | 6 Feb 2026 | ||
| 4 Feb 2026 | 8-K | 30 Jan 2026 | ||
| 26 Nov 2025 | 10-Q | 31 Oct 2025 | ||
| 25 Nov 2025 | 8-K | 25 Nov 2025 | ||
| 17 Sep 2025 | 8-K | 16 Sep 2025 | ||
| 16 Sep 2025 | 8-K | 15 Sep 2025 | ||
| 22 Aug 2025 | 10-Q | 31 Jul 2025 | ||
| 21 Aug 2025 | 8-K | 21 Aug 2025 | ||
| 21 Aug 2025 | 8-K | 21 Aug 2025 | ||
| 9 Jun 2025 | 8-K | 4 Jun 2025 | ||
| 23 May 2025 | 10-Q | 30 Apr 2025 | ||
| 22 May 2025 | 8-K | 22 May 2025 | ||
| 23 Apr 2025 | ARS | 31 Jan 2025 | ||
| 23 Apr 2025 | DEFA14A | – | ||
| 23 Apr 2025 | DEF 14A | 4 Jun 2025 | ||
| 11 Mar 2025 | 10-K | 31 Jan 2025 | ||
| 25 Feb 2025 | 8-K | 20 Feb 2025 | ||
| 25 Feb 2025 | 8-K | 25 Feb 2025 | ||
| 5 Feb 2025 | 8-K | 5 Feb 2025 | ||
| 5 Dec 2024 | 10-Q | 31 Oct 2024 | ||
| 3 Dec 2024 | 8-K | 3 Dec 2024 | ||
| 26 Nov 2024 | 8-K | 25 Nov 2024 | ||
| 26 Nov 2024 | 8-K | 26 Nov 2024 | ||
| 1 Oct 2024 | 8-K | 25 Sep 2024 | ||
| 20 Sep 2024 | UPLOAD | – | ||
| 19 Sep 2024 | CORRESP | – | ||
| 10 Sep 2024 | 8-K | 10 Sep 2024 | ||
| 9 Sep 2024 | UPLOAD | – | ||
| 4 Sep 2024 | CORRESP | – | ||
| 28 Aug 2024 | 10-Q | 31 Jul 2024 | ||
| 22 Aug 2024 | 8-K | 22 Aug 2024 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 12 Oct 2026 | Garfield Mark S.Chief Accounting Officer | Sale under a trading plan | 918 | $189.45 | $173.9K | 69,309 | 14 Oct 2026 |
| 9 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 46,607 | $186.36 | $8.7M | 158,277 | 13 Oct 2026 |
| 9 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 14,294 | $186.92 | $2.7M | 143,983 | 13 Oct 2026 |
| 9 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 14,228 | $188.19 | $2.7M | 129,755 | 13 Oct 2026 |
| 9 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 12,732 | $189.36 | $2.4M | 117,023 | 13 Oct 2026 |
| 9 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 10,472 | $190.13 | $2.0M | 106,551 | 13 Oct 2026 |
| 9 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 1,502 | $190.96 | $286.8K | 105,049 | 13 Oct 2026 |
| 6 Oct 2026 | Rowe ZaneChief Financial Officer | Sale under a trading plan | 300 | $184.99 | $55.5K | 275,342 | 7 Oct 2026 |
| 6 Oct 2026 | Rowe ZaneChief Financial Officer | Sale under a trading plan | 2,800 | $186.45 | $522.1K | 272,542 | 7 Oct 2026 |
| 6 Oct 2026 | Rowe ZaneChief Financial Officer | Sale under a trading plan | 1,000 | $187.17 | $187.2K | 271,542 | 7 Oct 2026 |
| 6 Oct 2026 | Rowe ZaneChief Financial Officer | Sale under a trading plan | 1,100 | $188.41 | $207.3K | 270,442 | 7 Oct 2026 |
| 6 Oct 2026 | Rowe ZaneChief Financial Officer | Sale under a trading plan | 800 | $189.25 | $151.4K | 269,642 | 7 Oct 2026 |
| 6 Oct 2026 | Kazmaier Gerrit SPresident, Prod. and Tech. | Sale under a trading plan | 200 | $184.85 | $37.0K | 253,843 | 7 Oct 2026 |
| 6 Oct 2026 | Kazmaier Gerrit SPresident, Prod. and Tech. | Sale under a trading plan | 1,029 | $186.32 | $191.7K | 252,814 | 7 Oct 2026 |
| 6 Oct 2026 | Kazmaier Gerrit SPresident, Prod. and Tech. | Sale under a trading plan | 500 | $186.85 | $93.4K | 252,314 | 7 Oct 2026 |
| 6 Oct 2026 | Kazmaier Gerrit SPresident, Prod. and Tech. | Sale under a trading plan | 500 | $188.43 | $94.2K | 251,814 | 7 Oct 2026 |
| 6 Oct 2026 | Kazmaier Gerrit SPresident, Prod. and Tech. | Sale under a trading plan | 500 | $189.49 | $94.7K | 251,314 | 7 Oct 2026 |
| 6 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 2,800 | $184.80 | $517.5K | 201,477 | 7 Oct 2026 |
| 6 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 10,284 | $185.86 | $1.9M | 191,193 | 7 Oct 2026 |
| 6 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 45,984 | $186.66 | $8.6M | 145,209 | 7 Oct 2026 |
| 6 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 10,054 | $187.77 | $1.9M | 135,155 | 7 Oct 2026 |
| 6 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 19,534 | $188.64 | $3.7M | 115,621 | 7 Oct 2026 |
| 6 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 10,572 | $189.39 | $2.0M | 105,049 | 7 Oct 2026 |
| 5 Oct 2026 | Enslin RobertPresident, CCO | Sale under a trading plan | 736 | $185.58 | $136.6K | 230,871 | 7 Oct 2026 |
| 5 Oct 2026 | Enslin RobertPresident, CCO | Sale under a trading plan | 1,700 | $186.39 | $316.9K | 229,171 | 7 Oct 2026 |
| 5 Oct 2026 | Enslin RobertPresident, CCO | Sale under a trading plan | 2,091 | $187.44 | $391.9K | 227,080 | 7 Oct 2026 |
| 5 Oct 2026 | Enslin RobertPresident, CCO | Sale under a trading plan | 626 | $188.19 | $117.8K | 226,454 | 7 Oct 2026 |
| 5 Oct 2026 | Enslin RobertPresident, CCO | Sale under a trading plan | 221 | $188.81 | $41.7K | 226,233 | 7 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 5,300 | $183.86 | $974.5K | 198,195 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 9,035 | $184.69 | $1.7M | 189,160 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 14,166 | $185.72 | $2.6M | 174,994 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 48,972 | $186.55 | $9.1M | 126,022 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 4,764 | $187.50 | $893.2K | 121,258 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 1,809 | $188.34 | $340.7K | 119,449 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 3,800 | $190.85 | $725.2K | 115,649 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 3,900 | $191.48 | $746.8K | 111,749 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 600 | $192.26 | $115.4K | 111,149 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 4,600 | $194.03 | $892.5K | 106,549 | 5 Oct 2026 |
| 1 Oct 2026 | Duffield David A10% owner | Sale under a trading plan | 1,500 | $194.77 | $292.1K | 105,049 | 5 Oct 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 2,000 | $182.67 | $365.3K | 202,020 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 3,496 | $183.88 | $642.8K | 198,524 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 1,904 | $184.67 | $351.6K | 196,620 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 1,700 | $185.78 | $315.8K | 194,920 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 1,100 | $186.80 | $205.5K | 193,820 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 23,779 | $188.13 | $4.5M | 170,041 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 37,993 | $188.94 | $7.2M | 132,048 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 23,095 | $189.84 | $4.4M | 108,953 | 30 Sep 2026 |
| 28 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 3,904 | $190.60 | $744.1K | 105,049 | 30 Sep 2026 |
| 23 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 2,324 | $188.92 | $439.0K | 202,338 | 24 Sep 2026 |
| 23 Sep 2026 | Duffield David A10% owner | Sale under a trading plan | 1,776 | $189.69 | $336.9K | 200,562 | 24 Sep 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| 13 Oct 2026 | MARK GARFIELDOfficer | 918 | $171.3K | 12 Oct 2026 |
| 9 Oct 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 99,835 | $18.8M | 9 Oct 2026 |
| 6 Oct 2026 | GERRIT KAZMAIEROfficer | 2,729 | $515.7K | 6 Oct 2026 |
| 6 Oct 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 99,228 | $18.8M | 6 Oct 2026 |
| 5 Oct 2026 | Enslin RobertOfficer, President and CCO | 5,374 | $999.6K | 5 Oct 2026 |
| 1 Oct 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 98,446 | $18.8M | 1 Oct 2026 |
| 28 Sep 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 98,971 | $18.8M | 28 Sep 2026 |
| 23 Sep 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 99,613 | $18.8M | 23 Sep 2026 |
| 18 Sep 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 94,089 | $18.8M | 18 Sep 2026 |
| 15 Sep 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 96,545 | $18.8M | 15 Sep 2026 |
| 10 Sep 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 100,780 | $18.8M | 10 Sep 2026 |
| 4 Sep 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 90,615 | $18.8M | 4 Sep 2026 |
| 1 Sep 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 94,961 | $18.8M | 1 Sep 2026 |
| 10 Jul 2026 | MARK GARFIELDOfficer | 918 | $127.0K | 10 Jul 2026 |
| 9 Jul 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.8M | 9 Jul 2026 |
| 7 Jul 2026 | GERRIT KAZMAIEROfficer | 2,728 | $376.4K | 7 Jul 2026 |
| 7 Jul 2026 | ZANE ROWEOfficer | 12,000 | $1.7M | 7 Jul 2026 |
| 6 Jul 2026 | Enslin RobertOfficer, President and CCO | 5,374 | $714.7K | 6 Jul 2026 |
| 6 Jul 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.6M | 6 Jul 2026 |
| 30 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $13.3M | 30 Jun 2026 |
| 25 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $12.7M | 25 Jun 2026 |
| 22 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $12.6M | 22 Jun 2026 |
| 17 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $13.6M | 17 Jun 2026 |
| 12 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.0M | 12 Jun 2026 |
| 9 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $15.5M | 9 Jun 2026 |
| 4 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $15.8M | 4 Jun 2026 |
| 1 Jun 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $15.7M | 1 Jun 2026 |
| 10 Apr 2026 | MARK GARFIELDOfficer | 1,585 | $179.2K | 10 Apr 2026 |
| 9 Apr 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $12.8M | 9 Apr 2026 |
| 7 Apr 2026 | ZANE ROWEOfficer | 6,000 | $778.3K | 7 Apr 2026 |
| 7 Apr 2026 | GERRIT KAZMAIEROfficer | 9,356 | $1.2M | 7 Apr 2026 |
| 6 Apr 2026 | Enslin RobertOfficer, President and CCO | 5,373 | $709.1K | 6 Apr 2026 |
| 6 Apr 2026 | DAVID A. DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.2M | 6 Apr 2026 |
| 31 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $13.8M | 31 Mar 2026 |
| 26 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $13.7M | 26 Mar 2026 |
| 23 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.6M | 23 Mar 2026 |
| 18 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.5M | 18 Mar 2026 |
| 13 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.4M | 13 Mar 2026 |
| 10 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $15.9M | 10 Mar 2026 |
| 5 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $15.4M | 5 Mar 2026 |
| 2 Mar 2026 | DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 107,500 | $14.4M | 2 Mar 2026 |
| 8 Jan 2026 | MARK GARFIELDOfficer | 953 | $201.2K | 8 Jan 2026 |
| 8 Jan 2026 | THE DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 82,884 | $17.5M | 8 Jan 2026 |
| 6 Jan 2026 | RICHARD SAUEROfficer | 1,130 | $236.1K | 6 Jan 2026 |
| 6 Jan 2026 | GERRIT KAZMAIEROfficer | 3,759 | $785.3K | 6 Jan 2026 |
| 6 Jan 2026 | ZANE ROWEOfficer | 6,000 | $1.3M | 6 Jan 2026 |
| 5 Jan 2026 | C ESCHENBACH JR. & A ESCHENBACHCO-TTEE ESCHENBACH FAMILY TRUST U/ADTD 04/15/2014Director, Officer | 3,125 | $643.1K | 5 Jan 2026 |
| 5 Jan 2026 | Enslin RobertOfficer, President and CCO | 22,185 | $4.6M | 5 Jan 2026 |
| 2 Jan 2026 | THE DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 81,479 | $17.5M | 2 Jan 2026 |
| 23 Dec 2025 | THE DAVID A DUFFIELD TRUST U/T/A 7/14/8810% Stockholder | 80,279 | $17.5M | 23 Dec 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| 4 Sep 2026 | BlackRock, Inc. | 13G amended | 10% | 19.7M |
| 14 Aug 2026 | Eagle Capital Management, LLC | 13G | 5.63% | 11.3M |
| 12 Aug 2026 | Hotchkis and Wiley Capital Management, LLC | 13G amended | 6.31% | 12.7M |
| 30 Jul 2026 | BlackRock, Inc. | 13G amended | 9.7% | 19.6M |
| 15 May 2026 | Hotchkis and Wiley Capital Management, LLC | 13G | 5.07% | 10.7M |
| 29 Apr 2026 | Vanguard Portfolio Management | 13G | 5.57% | 11.7M |
| 29 Apr 2026 | Vanguard Capital Management | 13G | 7.59% | 15.9M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 12 Feb 2026 | David A. Duffield | 13G amended | 19.01% | 49.4M |
| 30 Jan 2026 | The Vanguard Group | 13G amended | 11.74% | 25.0M |
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
| 18 Aug 2026 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 10 Sep 2026 |
| 5 Jun 2026 | Gilbert CisnerosCA31 | Sale | $15,001 - $50,000 | Self | 2 Jul 2026 |
| 29 May 2026 | Gilbert CisnerosCA31 | Sale (partial) | $15,001 - $50,000 | Self | 8 Jun 2026 |
| 14 Apr 2026 | Gilbert CisnerosCA31 | Sale (partial) | $1,001 - $15,000 | Self | 8 May 2026 |
| 13 Mar 2026 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 7 Apr 2026 |
| 28 Jan 2026 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 13 Feb 2026 |
| 24 Jul 2025 | Julia LetlowLA05 | Sale | $1,001 - $15,000 | Self | 13 Jan 2026 |
| 17 Jun 2025 | Julia LetlowLA05 | Sale (partial) | $1,001 - $15,000 | Self | 13 Jan 2026 |
| 23 Oct 2024 | Julia LetlowLA05 | Purchase | $1,001 - $15,000 | Self | 13 Jan 2026 |
| 19 Nov 2024 | Julia LetlowLA05 | Purchase | $1,001 - $15,000 | Self | 13 Jan 2026 |
| 10 Dec 2025 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 12 Jan 2026 |
| 14 Oct 2025 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 18 Nov 2025 |
| 15 Oct 2025 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 18 Nov 2025 |
| 7 Oct 2025 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 18 Nov 2025 |
| 22 Sep 2025 | Gilbert CisnerosCA31 | Purchase | $15,001 - $50,000 | Self | 10 Oct 2025 |
| 4 Aug 2025 | Lisa McClainMI09 | Sale | $1,001 - $15,000 | SP | 12 Sep 2025 |
| 21 Mar 2025 | Lisa McClainMI09 | Purchase | $1,001 - $15,000 | SP | 13 Aug 2025 |
| 17 Jun 2025 | Lisa McClainMI09 | Sale (partial) | $1,001 - $15,000 | SP | 13 Aug 2025 |
| 8 May 2025 | Jefferson ShreveIN06 | Sale (partial) | $15,001 - $50,000 | Self | 22 Jun 2025 |
| 12 May 2025 | Jefferson ShreveIN06 | Sale | $50,001 - $100,000 | Self | 22 Jun 2025 |
| 7 Apr 2025 | Julie JohnsonTX32 | Sale | $1,001 - $15,000 | JT | 14 May 2025 |
| 8 Apr 2025 | Rob BresnahanPA08 | Purchase | $1,001 - $15,000 | Self | 8 May 2025 |
| 7 Apr 2025 | Jefferson ShreveIN06 | Purchase | $15,001 - $50,000 | Self | 8 May 2025 |
| 29 Apr 2024 | Josh GottheimerNJ05 | Sale | $1,001 - $15,000 | JT | 15 May 2024 |
| 10 Feb 2023 | Josh GottheimerNJ05 | Purchase | $1,001 - $15,000 | JT | 17 Mar 2023 |
| 23 Jan 2023 | Josh GottheimerNJ05 | Purchase | $1,001 - $15,000 | JT | 17 Feb 2023 |
| 18 May 2021 | Susie LeeNV03 | Sale | $1,001 - $15,000 | JT | 14 Jun 2021 |
| 8 May 2020 | Susie LeeNV03 | Purchase | $1,001 - $15,000 | JT | 15 Jun 2020 |
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
| 30 Sep 2026 | 12.6M | -10.78% | 4.96 |
| 15 Sep 2026 | 14.1M | -17% | 5.42 |
| 31 Aug 2026 | 17.0M | -15.32% | 3.73 |
| 14 Aug 2026 | 20.1M | -20.61% | 3.86 |
| 31 Jul 2026 | 25.3M | -7.38% | 5.12 |
| 15 Jul 2026 | 27.4M | -7.67% | 6.67 |
| 30 Jun 2026 | 29.6M | +2.87% | 5.18 |
| 15 Jun 2026 | 28.8M | +6.54% | 5.83 |
| 29 May 2026 | 27.0M | +0.54% | 4.13 |
| 15 May 2026 | 26.9M | +2.91% | 6.16 |
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
1,070
quarter to 30 Jun 2026
Added or new
458
since 31 Mar 2026
Trimmed
332
in the quarter
Largest holder
BlackRock, Inc.
$2.6B
| BlackRock, Inc. | $2.6B | 21.1M | +1.0M | Added | 0.04% | Filing ↗ |
| First Eagle Investment Management, LLC | $2.2B | 17.6M | – | Held | 1.79% | Filing ↗ |
| Vanguard Capital Management LLC | $1.6B | 13.2M | -612.7K | Trimmed | 0.04% | Filing ↗ |
| Hotchkis & Wiley Capital Management LLC | $1.6B | 12.7M | +2.0M | Added | 4.53% | Filing ↗ |
| Eagle Capital Management LLC | $1.4B | 11.3M | +2.6M | Added | 4.23% | Filing ↗ |
| Vanguard Portfolio Management LLC | $1.4B | 11.2M | -461.1K | Trimmed | 0.06% | Filing ↗ |
| State Street Corp. | $1.2B | 9.6M | +33.8K | Added | 0.04% | Filing ↗ |
| Invesco Ltd. | $997.1M | 8.1M | +393.0K | Added | 0.08% | Filing ↗ |
| Geode Capital Management, LLC | $721.7M | 5.9M | +741.9K | Added | 0.04% | Filing ↗ |
| Goldman Sachs Group Inc. | $566.0M | 4.6M | +678.6K | Added | 0.06% | Filing ↗ |
| Morgan Stanley | $442.2M | 3.6M | +874.4K | Added | 0.02% | Filing ↗ |
| FIL Ltd | $397.3M | 3.2M | +426.8K | Added | 0.28% | Filing ↗ |
| Citigroup Inc. | $374.9M | 3.1M | +461.6K | Added | 0.17% | Filing ↗ |
| Pictet Asset Management Holding SA | $345.2M | 2.8M | +15.8K | Added | 0.33% | Filing ↗ |
| Bank of America Corp. | $306.1M | 2.5M | -1.3M | Trimmed | 0.02% | Filing ↗ |
| UBS Group AG | $295.8M | 2.4M | -188.5K | Trimmed | 0.05% | Filing ↗ |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | $288.8M | 2.4M | +224.6K | Added | 0.05% | Filing ↗ |
| Generation Investment Management LLP | $282.9M | 2.3M | -1.9M | Trimmed | 2.75% | Filing ↗ |
| Loomis Sayles & Co. L P | $281.0M | 2.3M | +215.9K | Added | 0.35% | Filing ↗ |
| Norges Bank | $269.0M | 2.2M | – | Held | 0.03% | Filing ↗ |
| Pzena Investment Management LLC | $241.3M | 2.0M | +2.0M | New | 0.71% | Filing ↗ |
| Northern Trust Corp. | $240.0M | 2.0M | -86.6K | Trimmed | 0.03% | Filing ↗ |
| JPMorgan Chase & Co. | $210.5M | 1.7M | +39.3K | Added | 0.01% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $206.3M | 1.7M | +78.6K | Added | 0.03% | Filing ↗ |
| First Trust Advisors LP | $200.0M | 1.6M | +217.4K | Added | 0.12% | Filing ↗ |
| Meritage Group LP | $200.0M | 1.6M | +10.4K | Added | 7.71% | Filing ↗ |
| Manufacturers Life Insurance Company, the | $195.2M | 1.6M | -346.7K | Trimmed | 0.15% | Filing ↗ |
| Barclays PLC | $189.8M | 1.6M | +402.3K | Added | 0.06% | Filing ↗ |
| Arrowstreet Capital, Limited Partnership | $184.3M | 1.5M | +301.1K | Added | 0.08% | Filing ↗ |
| Nuveen, LLC | $183.0M | 1.5M | +266.1K | Added | 0.04% | Filing ↗ |
| Legal & General Group Plc | $181.8M | 1.5M | -35.8K | Trimmed | 0.04% | Filing ↗ |
| Victory Capital Management Inc. | $177.3M | 1.4M | +266.8K | Added | 0.10% | Filing ↗ |
| Tidal Investments LLC | $176.2M | 1.4M | +437.2K | Added | 0.43% | Filing ↗ |
| Select Equity Group, L.P. | $163.1M | 1.3M | +679.0K | Added | 0.86% | Filing ↗ |
| Amundi | $160.3M | 1.3M | +51.4K | Added | 0.04% | Filing ↗ |
| Pacer Advisors, Inc. | $155.2M | 1.3M | +41.0K | Added | 0.40% | Filing ↗ |
| Baillie Gifford & Co. | $146.7M | 1.2M | -169.3K | Trimmed | 0.13% | Filing ↗ |
| Bank of New York Mellon Corp | $146.0M | 1.2M | -64.0K | Trimmed | 0.02% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $140.1M | 1.1M | -84.0K | Trimmed | 0.03% | Filing ↗ |
| Fernbridge Capital Management LP | $123.5M | 1.0M | -94.4K | Trimmed | 9.04% | Filing ↗ |
| Deutsche Bank AG | $123.4M | 1.0M | +90.8K | Added | 0.04% | Filing ↗ |
| FMR LLC | $121.4M | 991.6K | +207.4K | Added | 0.01% | Filing ↗ |
| Price T Rowe Associates Inc. | $109.2M | 891.9K | +535.8K | Added | 0.01% | Filing ↗ |
| Nordea Investment Management AB | $97.8M | 813.8K | +9.1K | Added | 0.08% | Filing ↗ |
| Assenagon Asset Management S.A. | $92.0M | 751.4K | – | Held | 0.06% | Filing ↗ |
| Bristol John W & Co. Inc. | $88.3M | 721.4K | -6.0K | Trimmed | 1.31% | Filing ↗ |
| Canada Pension Plan Investment Board | $83.5M | 682.2K | -11.2K | Trimmed | 0.05% | Filing ↗ |
| HSBC Holdings PLC | $82.4M | 672.9K | -37.4K | Trimmed | 0.04% | Filing ↗ |
| Mondrian Investment Partners LTD | $79.9M | 652.7K | +38.3K | Added | 1.23% | Filing ↗ |
| First Manhattan Co. LLC. | $78.3M | 639.3K | +639.3K | New | 0.20% | Filing ↗ |
Executive pay and performance
What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.
| Fiscal year | CEO pay, as reported | CEO pay, actually paid | Other officers, as reported (average) | Other officers, actually paid (average) | Shareholder return, $100 | Peer return, $100 | Net income | Adjusted Subscription Revenues | Proxy |
|---|---|---|---|---|---|---|---|---|---|
| FY ending 31 Jan 2026 | $26.0M | $-17.7M | $16.6M | $8.7M | $77 | $125 | $693.0M | $8.78B | DEF 14A 5 May 2026 |
| FY ending 31 Jan 2025 | $26.2M | $11.4M | $22.4M | $15.8M | $142 | $194 | $526.0M | $7.70B | DEF 14A 5 May 2026 |
| FY ending 31 Jan 2024 | $47.3MAneel Bhusri$2.5MCarl Eschenbach | $55.5M$83.5M | $17.6M | $26.5M | $158 | $179 | $1.38B | $6.61B | DEF 14A 5 May 2026 |
| FY ending 31 Jan 2023 | $17.3MAneel Bhusri$102.7MCarl Eschenbach$20.0MChano Fernandez | $9.4M$109.9M$3.0M | $10.4M | $3.8M | $98 | $119 | $-367.0M | $5.58B | DEF 14A 5 May 2026 |
| FY ending 31 Jan 2022 | $18.4MAneel Bhusri$22.0MChano Fernandez | $19.6M$27.4M | $9.8M | $11.9M | $137 | $146 | $29.0M | $4.55B | DEF 14A 5 May 2026 |
| FY ending 31 Jan 2021 | $2.7MAneel Bhusri$27.1MChano Fernandez | $5.7M$37.5M | $10.0M | $17.3M | $123 | $132 | $-282.0M | $3.8M | DEF 14A 23 Apr 2025 |
Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. n the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.
Shareholder votes
The vote count on every proposal at each meeting, from the company's 8-K.
| Proposal | For | Against or withheld | Abstain | Broker non-votes | For, % of for and against | Result |
|---|---|---|---|---|---|---|
| Proposal 1 (the filing doesn't name it) | ||||||
| Wayne A.I. Frederick, M.D. | 531,480,982 | 94,397,373 | 403,526 | 21,155,889 | 84.9% | – |
| Mark J. Hawkins | 584,200,864 | 41,471,020 | 609,997 | 21,155,889 | 93.4% | – |
| Rhonda J. Morris | 621,425,341 | 4,438,163 | 418,377 | 21,155,889 | 99.3% | – |
| George J. Still, Jr. | 606,786,671 | 19,039,685 | 455,525 | 21,155,889 | 97.0% | – |
| Proposal 2 (the filing doesn't name it) | ||||||
| All shares voting | 643,771,793 | 3,099,109 | 566,868 | – | 99.5% | – |
| Proposal 3 (the filing doesn't name it) | ||||||
| All shares voting | 548,387,515 | 77,467,758 | 426,608 | 21,155,889 | 87.6% | – |
| Proposal 4 (the filing doesn't name it) | ||||||
| All shares voting | 568,193,373 | 57,658,923 | 429,585 | 21,155,889 | 90.8% | – |
| Proposal 5 (the filing doesn't name it) | ||||||
| All shares voting | 572,163,189 | 53,758,669 | 360,023 | 21,155,889 | 91.4% | – |
| Proposal 6 (the filing doesn't name it) | ||||||
| All shares voting | 22,915,097 | 602,186,490 | 1,180,294 | 21,155,889 | 3.7% | – |
| Proposal 7 (the filing doesn't name it) | ||||||
| All shares voting | 91,053,917 | 534,484,001 | 743,963 | 21,155,889 | 14.6% | – |
Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
This company has paid no dividend in the years held.
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| Workday, Inc.this company | $51.7B | $10.2B | 13.3% | 10.7% | 12.3% | 19.4% | 42.6× | – |
| Automatic Data Processing Inc. | $121.0B | $21.9B | 6.7% | 24.2% | 20.1% | 73.2% | 27.8× | 20.6× |
| Reddit, Inc. | $29.1B | $2.8B | 66.6% | 28.2% | 31.3% | 26.5% | 33.5× | 34.5× |
| Verisk Analytics, Inc. | $25.5B | $3.1B | 5.0% | 43.9% | 28.2% | – | 30.1× | 18.0× |
| Toast, Inc. | $19.3B | $6.8B | 23.0% | 6.3% | 7.1% | 23.8% | 41.9× | 37.9× |
| RingCentral, Inc. | $7.3B | $2.6B | 5.5% | 7.5% | 25.3% | – | 11.0× | 19.4× |
| Pegasystems Inc. | $6.0B | $1.7B | 0.9% | 9.9% | 16.9% | 53.7% | 22.6× | 30.9× |
| Bilibili Inc. | $5.6B | $4.2B | 13.1% | 3.7% | 3.9% | 7.7% | 32.9× | – |
| Life360, Inc. | $3.7B | $572.6M | 34.0% | 1.1% | 25.7% | 24.0% | 26.2× | 148.1× |
| First Advantage Corp. | $3.6B | $1.7B | 32.9% | 10.7% | 1.5% | 1.9% | 151.7× | 18.8× |
| CarGurus, Inc. | $2.9B | $967.3M | 13.9% | – | 18.2% | 66.6% | 17.1× | – |
What the company does
Workday sells cloud software that organisations use to run their human resources and their finance departments, on subscription. The filing describes it as the enterprise AI platform for managing people, money and agents. More than 11,500 organisations use it, with more than 75 million users under contract, and customers range from emerging and medium-sized businesses to more than 65 percent of the Fortune 500. The financial year ends on 31 January. Product updates ship weekly, alongside larger feature releases through the year.
For human resources
The human capital management suite covers the whole employee lifecycle, from recruiting and onboarding through pay, development, retention and reskilling. The named products are Workday HCM, Workday Adaptive Planning, Workday Wellness, Workday Peakon Employee Voice and Workday VNDLY. Hiring is handled by HiredScore AI for Recruiting, the Candidate Experience Agent and the Paradox Conversational Applicant Tracking System.
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