Insiders Trades
Workday, Inc. Stock: price and insider trades · United States
Workday, Inc.: what insiders have been doing
This page follows insider dealings at Workday, Inc. as filed with SEC (Form 4), a company from the Technology sector based in Pleasanton, United States. The group dates from 2005. Its latest reported headcount is 20,000 employees (2025). Between 18 October 2025 and 18 October 2026, 17 insiders published 268 filings.
All open-market trades in the period are sales: 165 sales worth €207.8M, by 5 insiders, with no purchase on record. No amount is published for 38 filings, which the totals therefore leave out. One trade stands out by size: a sale of €10.7M from Duffield David A, disclosed on 24 September 2026, or 0.026% of market capitalisation.
With 268 filings in twelve months, the company is more active than the median of 22 filings across the 5,458 companies we follow on the same exchange. The full history, which starts in 2016, counts 1 purchase against 344 sales. The 10-K for the year ended 31 January 2026 shows 9.55 bn USD of revenue and 693.0 m USD of net income.
Typically, a trade is published a median of 2 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Other companies in the same sector with recent insider buying flagged by our signals: Gitlab Inc. and Baozun Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
657
Thresholds
n/a
Buy Volume
€21,736
1 ops. · all time
Sell Volume
€381M
344 ops. · all time
Who traded when
BuySaleDavid A. Duffield138 sales
Enslin Robert13 sales
Gerrit S. Kazmaier10 sales
Mark S. Garfield8 sales
Zane Rowe8 sales
Eschenbach Carl M.4 sales
+5 other insiders
Since the insiders bought
- +4.8%Entry US$248.49 · Close at T+365 US$260.32
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Workday, Inc. Buy (bullish), based on 37 analysts. Average price target: US$207.92.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 10,990 of 24,148 companies
53.8
score / 100
Value40
Quality68
FCF yld6.0%
Earn yld1.5%
EV/EBITDA33.9x
ROE16%
Gross mgn76%
Net mgn7.3%
Debt/EBITDA2.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended January 2026 · cache
US$190.81
Analyst consensus
37 analystsBuy
US$92.00Target US$207.92(+9%)US$275.00
Income statement
RevenueUS$9.6B
Gross profitUS$7.2B76% margin
EBITDAUS$1.5B15% margin
Net incomeUS$693M12.3% margin
Valuation
PER (trailing)38.9x
PER (forward)14.4x
P/Book7.1x
Beta1.07
Balance sheet & cash
Market capUS$46B
Total debtUS$3.8B
Free Cash FlowUS$2.8B
Debt / Equity58%
Profitability & ownership
ROE16.0%
ROA4.5%
% insiders2.1%
% institutions112.3%
Last declaration on 14 October 2026
Declarations657 total
918 shares@ US$189.450.0004% mcap4.2% of flowClass A Common StockSEC:0001602315-26-000020:0
918 shares@ US$186.59100.0% of flowCommonSEC144:0001950047-26-010165
99,835 shares0Class A Common StockSEC:0000938071-26-000067:0
46,607 shares@ US$186.36110.019% mcap2.5% of flowClass A Common StockSEC:0000938071-26-000067:1
14,294 shares@ US$186.91510.0059% mcap0.8% of flowClass A Common StockSEC:0000938071-26-000067:2
14,228 shares@ US$188.19190.0059% mcap0.8% of flowClass A Common StockSEC:0000938071-26-000067:3
12,732 shares@ US$189.36330.0053% mcap0.7% of flowClass A Common StockSEC:0000938071-26-000067:4
10,472 shares@ US$190.13430.0044% mcap0.6% of flowClass A Common StockSEC:0000938071-26-000067:5
1,502 shares@ US$190.96230.0006% mcap0.1% of flowClass A Common StockSEC:0000938071-26-000067:6
99,835 shares@ US$187.810.042% mcap7.8% of flowCommonSEC144:0001950047-26-010150
99,228 shares0Class A Common StockSEC:0000938071-26-000065:0
2,800 shares@ US$184.80360.0012% mcap0.2% of flowClass A Common StockSEC:0000938071-26-000065:1
10,284 shares@ US$185.86040.0043% mcap0.6% of flowClass A Common StockSEC:0000938071-26-000065:2
45,984 shares@ US$186.65720.019% mcap2.6% of flowClass A Common StockSEC:0000938071-26-000065:3
10,054 shares@ US$187.76630.0042% mcap0.6% of flowClass A Common StockSEC:0000938071-26-000065:4
19,534 shares@ US$188.64380.0082% mcap1.1% of flowClass A Common StockSEC:0000938071-26-000065:5
10,572 shares@ US$189.39290.0045% mcap0.6% of flowClass A Common StockSEC:0000938071-26-000065:6
8,502 shares@ US$186.140.0035% mcap4.2% of flowClass A Common StockSEC:0001196579-26-000014:0
8,976 shares@ US$186.140.0037% mcap18.0% of flowClass A Common StockSEC:0002060774-26-000017:0
200 shares@ US$184.850.0001% mcap0.4% of flowClass A Common StockSEC:0002060774-26-000017:1
1,029 shares@ US$186.32010.0004% mcap2.1% of flowClass A Common StockSEC:0002060774-26-000017:2
500 shares@ US$186.8460.0002% mcap1.0% of flowClass A Common StockSEC:0002060774-26-000017:3
500 shares@ US$188.4340.0002% mcap1.0% of flowClass A Common StockSEC:0002060774-26-000017:4
500 shares@ US$189.4940.0002% mcap1.0% of flowClass A Common StockSEC:0002060774-26-000017:5
25 of 657 declarations
About Workday, Inc.
Workday, Inc. (NASDAQ: WDAY) is a U.S.-listed enterprise software company headquartered in Pleasanton, California, United States. Founded in March 2005 by Aneel Bhusri and Dave Duffield, Workday was built around a simple but ambitious premise: move core business systems to the cloud and redesign them around people, finance, and data. Over time, the company has evolved from a pure cloud HR/finance vendor into a broader enterprise AI platform focused on managing people, money, and agents. Its footprint is global, with offices across North America, Central America, EMEA, and APJ. ([newsroom.workday.com](https://newsroom.workday.com/company-overview?utm_source=openai))
From an investor’s perspective, Workday sits in a strategically attractive niche within enterprise software. The company’s core product stack includes Human Capital Management, Financial Management, Spend Management, Financial Planning, Payroll, Workforce Management, Analytics & Reporting, and platform extensions. In practical terms, Workday sells a unified cloud system that helps organizations run HR, finance, planning, procurement-related workflows, and reporting in one environment. That integrated model is central to its value proposition: better data consistency, more automation, and faster decision-making across enterprise functions. ([workday.com](https://www.workday.com/en-us/pages.html?utm_source=openai))
Read moreShow less
Workday has established a strong competitive position among large enterprise customers and complex organizations seeking a cloud-native alternative to legacy on-premise ERP and HCM systems. Its public company messaging indicates a customer base of more than 11,500 organizations worldwide, including a meaningful share of the Fortune 500. That scale matters because it supports high retention, cross-selling across modules, and continued expansion into adjacent workflows such as planning, payroll, AI-driven analytics, and contract intelligence. ([newsroom.workday.com](https://newsroom.workday.com/company-overview?utm_source=openai))
Recent developments reinforce the company’s transition toward an AI-first platform. In 2025 and 2026, Workday announced new Workday Illuminate AI agents for HR, Finance, and industry use cases, introduced Workday Build for developers, and expanded its Data Cloud and ecosystem partnerships. The company also completed acquisitions of Paradox and Sana, moves that extend its capabilities into conversational recruiting and enterprise knowledge tools. In February 2026, Workday announced that co-founder Aneel Bhusri would return as CEO, a notable leadership change that underscores management’s focus on the next phase of AI-led growth. ([investor.workday.com](https://investor.workday.com/news-and-events/press-releases/news-details/2025/Workday-Illuminate-Expands-with-New-AI-Agents-for-HR-Finance-and-Industry-09-16-2025/default.aspx?utm_source=openai))
Overall, Workday remains a high-quality software franchise with recurring-revenue characteristics, global reach, and strong exposure to structural demand for cloud modernization in HR and finance. For investors in France, Belgium, and Switzerland, the key thesis is that Workday is not just a HCM vendor, but a broader enterprise platform company listed on the NASDAQ in the United States, with AI increasingly becoming a central driver of product differentiation and future growth. ([investor.workday.com](https://investor.workday.com/news-and-events/press-releases/news-details/2026/Workday-Announces-Fiscal-2026-Fourth-Quarter-and-Full-Year-Financial-Results/default.aspx?utm_source=openai))
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