Workday

At a glance

Workday reported 2025 revenue of $9.55B, up 13.1% from $8.45B in 2024. Over 4 years since 2021 ($5.14B), that is growth of about 16.8% a year. Operating margin was 7.5%, up from -2.3% in 2021. 2025 was the highest revenue year in this period. The company posted a loss in 2021 and 2022.

In the last 12 months 7 insiders reported 0 open-market purchases and 54 sales ($574M). All of the sales were made under pre-arranged 10b5-1 trading plans. The largest was a sale of $19.1M by 10% owner David A Duffield on Sep 24, 2026.

Workday filed 13 current reports (Form 8-K) in the last 12 months, most often for results of operations (6), material agreement (2), new financial obligation (2) and exit or restructuring costs (2). The latest officer or director change was reported on Mar 6, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.

3 of the 20 investors tracked here held Workday at the last quarter end, worth $84.3M combined. It is the largest weight for National Pension Service (Korea) (0% of its portfolio), followed by Renaissance Technologies (0%). New this quarter: Bridgewater Associates. Added: National Pension Service (Korea). Reduced: Renaissance Technologies.

Annual results

Fiscal year ends Jan 31 · incorporated in DE

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.