Company facts
- Headquarters
- Pleasanton, California
- Most recent report
- 10-Q, filed Aug 27, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1327811
- Fiscal year ends
- January
- Filer status
- Large accelerated filer
Financials 8 of 31
News 8 of 80
Prospectuses and Registrations 8 of 10
- S-8 Registration statement for an employee plan Jun 25, 2026
- S-3ASR Automatic shelf registration May 29, 2026
- S-3/A Shelf registration statement, amended Jun 8, 2023
- S-3ASR Automatic shelf registration Jun 2, 2023
- S-8 Registration statement for an employee plan Jun 22, 2022
- 424B5 Prospectus supplement for an offering Mar 31, 2022
- FWP Free writing prospectus Mar 31, 2022
- 424B5 Prospectus supplement for an offering Mar 30, 2022
Proxies 8 of 19
- DEFA14A Extra proxy material May 5, 2026
- DEF 14A Proxy statement for a shareholder vote May 5, 2026
- DEFA14A Extra proxy material Apr 23, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 23, 2025
- DEFA14A Extra proxy material May 7, 2024
- DEF 14A Proxy statement for a shareholder vote May 7, 2024
- PRE 14A Preliminary proxy statement Apr 26, 2024
- DEFA14A Extra proxy material May 10, 2023
Ownership 8 of 848
- 144 Notice of a proposed sale of restricted stock Sep 4, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Sep 4, 2026
- 4 Insider reported a trade Sep 3, 2026
- 144 Notice of a proposed sale of restricted stock Sep 1, 2026
- SCHEDULE 13G Large holder reported a passive stake Aug 14, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Aug 12, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Jul 30, 2026
- 4 Insider reported a trade Jul 14, 2026
Other 8 of 12
- ARS Annual report sent to shareholders May 5, 2026
- ARS Annual report sent to shareholders Apr 23, 2025
- UPLOAD Comment letter from SEC staff Sep 20, 2024
- CORRESP Reply to SEC staff Sep 19, 2024
- UPLOAD Comment letter from SEC staff Sep 9, 2024
- CORRESP Reply to SEC staff Sep 4, 2024
- UPLOAD Comment letter from SEC staff Aug 20, 2024
- ARS Annual report sent to shareholders May 7, 2024
What to read: Jul 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 1 positive, 11 notable, and 0 negative flags.
Financial Statements (Item 1)
Complete financial statements and notes with results, tax quirks, buybacks, and governance.NotableManagement's Discussion (Item 2)
Full MD&A with all major financial results, cash flows, and liquidity details.Risk Factors (Item 1A)
Dual-class control, CEO change, specific operational incident, and AI lawsuit are material company-specific facts.Notable- July 2025 bug caused incomplete queries for some customers; remediated. (July 2025).
- CEO changed: Aneel Bhusri became CEO in Feb 2026; leadership transition risk. (Feb 2026).
- Ongoing AI discrimination lawsuit; most claims dismissed but costs and reputational risk remain. (period).
- $3.0B senior notes issued FY2023; $1.0B undrawn revolver as of July 31, 2026. No covenant breach noted. (July 31, 2026).
- Co-founders control majority voting; concentrated control limits other stockholders' influence. (July 31, 2026).
What changed: Jul 2026 vs. Apr 2026
About 4% of WDAY's Jul 2026 10-Q is new information. 19 paragraphs were added, 152 changed, and 24 removed. Below are the most important lines SECSift identified.
New
- Added Exhibit 10.1: Amended and Restated 2022 Equity Incentive Plan, incorporated by reference to S-8 filed June 25, 2026. Item 6
- Added Exhibit 10.2: Amended and Restated 2012 Employee Stock Purchase Plan, incorporated by reference to S-8 filed June 25, 2026. Item 6
- Added risk that AI solutions could generate inaccurate, incomplete, or misleading outputs, harming customers. Item 1A
- Added that sales cycles are lengthening, particularly net new opportunities in government, higher education, and healthcare due to federal funding. Item 1A
- Additional equity grants awarded to critical talent in May 2026 annual refresh cycle. Item 1A
- Equity plans were amended in June 2026, adding 20 million shares to the 2022 Plan and 7 million to the ESPP. Item 1
Changed
- Total subscription backlog grew to $27.4B from $27.3B (April 30, 2026); 12-month backlog rose to $9.0B from $8.8B. Item 2
- Cash and marketable securities dropped to $3.4B as of July 31, 2026 from $4.4B as of April 30, 2026, mainly due to $2.9B in stock buybacks. Item 2
- Share repurchase programs fully exhausted; a new $4.0 billion authorization was approved in August 2026. Item 1
- Hypothetical 100-basis-point interest rate change impact fell to $43 million from $54 million as of July 31, 2026. Item 3
- Non-GAAP operating margin for Q2 fell to 31.1% from 31.8% in the prior quarter (ended April 30, 2026). Item 2
Removed
- Removed Exhibit 10.1: Executive Separation Agreement for Carl Eschenbach dated February 6, 2026. Item 6
- Removed Exhibit 10.2: Global Notice of Performance Restricted Stock Unit Award for Aneel Bhusri. Item 6
- Removed Exhibit 10.3: Executive Severance and Change in Control Policy, as amended. Item 6
- Removed the August 2025 social engineering campaign example from cybersecurity risk factor. Item 1A
Everything here comes from Workday, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 28, 2026, from the 10-Q for Jul 2026.