What is the 13F Pro Quality Score for WDAY?

13F Pro ranks Workday, Inc. (WDAY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WDAY's current score at https://13fpro.ai/company/WDAY (free sign-up required for the full ranking).

Where does 13F Pro source WDAY data?

All Workday, Inc. fundamentals and ownership data come directly from SEC EDGAR. Workday, Inc. files with the SEC under CIK 1327811. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WDAY in?

Workday, Inc. (WDAY) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives WDAY's revenue?

Per Workday, Inc.'s latest 10-Q filed with the SEC on 2026-08-27, the biggest revenue drivers are: Subscription services ($2,471M, +14% YoY); Professional services ($178M, -1% YoY); U.S. ($1,967M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/WDAY.

What are WDAY's largest expenses?

Workday, Inc.'s latest 10-Q reports these as the largest expense items: Product development ($747M, +13% YoY); Sales and marketing ($706M, +10% YoY); Costs of subscription services ($436M, +18% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2027 (quarter ended July 31, 2026).

How often is WDAY research updated on 13F Pro?

WDAY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Workday, Inc.(WDAY)Stock Analysis

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SEC EDGAR: CIK 1327811 WDAY stock profile & AI dashboard →

13F Pro Quality Score

75.5/100

Rank #97 of 2,961 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

70.5/100

Profitability

75.9/100

Balance Sheet

78.8/100

Earnings Quality

75.3/100

Free Cash Flow

81.7/100

Institutional Flow

85.6/100

Revenue Scale

86.7/100

Dilution Risk

10.6/100

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Why WDAY Scores 76/100

exact factor attribution · 2026-09-11

WDAY's composite is driven by scale and free cash flow, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.5 pts

87th pct

Free cash flow

+4.8 pts

82th pct

Revenue growth

+4.1 pts

71th pct

Profitability

+3.9 pts

76th pct

Capital efficiency

+2.9 pts

79th pct

Earnings quality

+2.5 pts

75th pct

Earnings growth

+2.0 pts

91th pct

Institutional flow

+1.8 pts

86th pct

Shareholder dilution

-2.0 pts

11th pct

Latest change (2026-08-28): 72 → 75 · ↑ Earnings growth 12→86

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WDAY Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Workday, Inc. (WDAY), a Technology sector company. 13F Pro's AI-powered ranking engine scores WDAY at 75.5/100 on a 32-signal composite quality model, placing it at rank #97 of 2,961 stocks — the top 5% of the AI-ranked universe. WDAY scores in the top quartile across revenue scale (86.7), institutional flow (85.6), free cash flow (81.7). Shareholder dilution risk is elevated at 10.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Workday, Inc. reports quarterly revenue of $2.6B, net income of $632.0M, an operating margin of 11.8%. Top institutional holders of WDAY by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, HOTCHKIS & WILEY CAPITAL MANAGEMENT, based on the most recent SEC filings. WDAY trades on the Nasdaq exchange and files with the SEC under CIK 1327811. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WDAY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Workday, Inc. directly from SEC EDGAR. Workday, Inc.'s 13F Pro composite quality score has ranged between 48 and 76 since 2021, currently 75.5 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Workday, Inc.

Quirks, history, and lore behind WDAY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. enterprise software company · large-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue exceeds $7 billion, yet it spent years posting net losses while aggressively chasing subscription growth — a classic SaaS trade-off.
3
The History
Founded in 2005 by a pair of former PeopleSoft executives who watched Oracle swallow their old employer whole and decided to build something better in the cloud.
4
The Secret
Its entire platform lives in the cloud-only model — no on-premise option, ever — which was a radical bet in the mid-2000s when most HR software still ran on your own servers.
5
The Lore
The company hosts a beloved annual customer conference called Rising, and its logo features a cheerful, rounded font meant to signal that HR software doesn't have to be miserable.
6
The Giveaway
If your paycheck, performance review, and expense report all live in one cloud-based HCM and financial suite, there's a good chance your company runs on this platform — ticker: WDAY.

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What's Driving WDAY's Business? Latest 10-Q Breakdown

✓ 36/36 datapoints verified

AI-extracted from Workday, Inc.'s 10-Q filed 2026-08-27 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenue rose 13% to $2,649M with subscription up 14% to $2,471M, while a $305M tax benefit from an intra-entity IP transfer lifted net income to $632M.

Biggest Revenue Drivers

Subscription services$2,471M+14% YoY

Approximately 60% of the increase came from expansion within existing customers and 40% from customers added after the prior year period

Professional services$178M-1% YoY

Remained relatively flat as we continued to expand and leverage our service providers

Biggest Revenue Drivers

Total revenue: $2,649M+13% YoY

Subscription services$2,471M+14% YoY

Approximately 60% of the increase came from expansion within existing customers and 40% from customers added after the prior year period

Within Subscription services

U.S.$1,967M

Other countries$682M

Professional services$178M-1% YoY

Remained relatively flat as we continued to expand and leverage our service providers

Largest Expense Items

Product development$747M+13% YoY

Increases of $71M in employee-related expenses and $22M in facilities and IT-related expenses

Sales and marketing$706M+10% YoY

Increases of $28M in employee-related expenses, $11M in amortization of deferred sales commissions, and $8M in marketing programs

Costs of subscription services$436M+18% YoY

Increases of $33M in third-party hosted infrastructure, $14M employee-related, and $9M in intangible amortization

General and administrative$231M+7% YoY

Included an increase of $8 million in employee-related expenses

Margins: GAAP operating margin expanded 124 bps to 11.8% and non-GAAP operating margin rose 212 bps to 31.1%, primarily due to revenue growth outpacing headcount growth and moderation of operating expenses.

Watch Items from the Filing

Deal scrutiny and lengthening sales cycles, particularly in net new opportunities and in government, higher education, and healthcare tied to federal funding.
Total subscription revenue backlog grew only 8% to $27.4B, trailing 13% revenue growth; 12-month backlog rose 14% to $9.0B.
Cash, cash equivalents, and marketable securities fell 37% to $3.4B after $2.9B of buybacks; $999M of 2027 Notes are now current debt.
Income tax benefit of $305M in the quarter stemmed from an intra-entity IP transfer recognizing $374M of deferred tax assets — a non-recurring boost to net income.
Defending a lawsuit alleging AI-related products enable discrimination; majority of claims dismissed, no material loss deemed reasonably possible.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.6B

Net Income

Q2 2026

$632.0M

Free Cash Flow

Q2 2026

$460.0M

Operating Margin

Q2 2026

11.8%

ROIC

Q2 2026

12.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+13.1% YoY

$9.55BFY 2026

FY23 $6.22BFY24 $7.26BFY25 $8.45BFY26 $9.55B

Net Income

+31.7% YoY

$693.0MFY 2026

FY23 $-367.0MFY24 $1.38BFY25 $526.0MFY26 $693.0M

Operating Income

+73.7% YoY

$721.0MFY 2026

FY23 $-222.0MFY24 $183.0MFY25 $415.0MFY26 $721.0M

EPS (Diluted)

+32.8% YoY

$2.59FY 2026

FY23 $-1.44FY24 $5.21FY25 $1.95FY26 $2.59

Total Assets

+0.5% YoY

$18.07BFY 2026

FY23 $13.49BFY24 $16.45BFY25 $17.98BFY26 $18.07B

Total Debt

+0.1% YoY

$2.99BFY 2026

FY23 $2.98BFY24 $2.98BFY25 $2.98BFY26 $2.99B

Op. Cash Flow

+19.4% YoY

$2.94BFY 2026

FY23 $1.66BFY24 $2.15BFY25 $2.46BFY26 $2.94B

Free Cash Flow

+26.7% YoY

$2.78BFY 2026

FY23 $1.29BFY24 $1.92BFY25 $2.19BFY26 $2.78B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$9.55B +13.1%	$8.45B +16.4%	$7.26B +16.8%	$6.22B +21.0%	$5.14B +19.0%	$4.32B
Net Income	$693.0M +31.7%	$526.0M -61.9%	$1.38B +476.3%	$-367.0M -1365.5%	$29.0M +110.3%	$-282.4M
Operating Income	$721.0M +73.7%	$415.0M +126.8%	$183.0M +182.4%	$-222.0M -91.4%	$-116.0M +53.3%	$-248.6M
EPS (Diluted)	$2.59 +32.8%	$1.95 -62.6%	$5.21 +461.8%	$-1.44 -1300.0%	$0.12 +110.1%	$-1.19
Total Assets	$18.07B +0.5%	$17.98B +9.3%	$16.45B +22.0%	$13.49B +28.5%	$10.50B +20.4%	$8.72B
Total Debt	$2.99B +0.1%	$2.98B +0.1%	$2.98B +0.1%	$2.98B -2.8%	$3.06B +5.7%	$2.90B
Operating Cash Flow	$2.94B +19.4%	$2.46B +14.5%	$2.15B +29.7%	$1.66B +0.4%	$1.65B +30.2%	$1.27B
Free Cash Flow	$2.78B +26.7%	$2.19B +14.3%	$1.92B +48.3%	$1.29B	—	—

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Available Research

13F Pro tracks comprehensive data for Workday, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WDAY

BlackRock, Inc.
$2.6B21,126,013 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.6B13,220,374 sh
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$1.6B12,679,129 sh
EAGLE CAPITAL MANAGEMENT LLC
$1.4B11,323,681 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.4B11,176,693 sh
STATE STREET CORP
$1.2B9,570,551 sh
First Eagle Investment Management, LLC
$1.1B8,824,517 sh
Invesco Ltd.
$997.1M8,144,776 sh
GEODE CAPITAL MANAGEMENT, LLC
$721.7M5,904,641 sh
GOLDMAN SACHS GROUP INC
$566.0M4,623,081 sh

Fund	Value	Shares
BlackRock, Inc.	$2.6B	21,126,013
VANGUARD CAPITAL MANAGEMENT LLC	$1.6B	13,220,374
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$1.6B	12,679,129
EAGLE CAPITAL MANAGEMENT LLC	$1.4B	11,323,681
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	11,176,693
STATE STREET CORP	$1.2B	9,570,551
First Eagle Investment Management, LLC	$1.1B	8,824,517
Invesco Ltd.	$997.1M	8,144,776
GEODE CAPITAL MANAGEMENT, LLC	$721.7M	5,904,641
GOLDMAN SACHS GROUP INC	$566.0M	4,623,081

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Is WDAY a good stock to buy?

13F Pro's AI-powered analysis of Workday, Inc. (WDAY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WDAY are available on the WDAY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WDAY is classified as a large company.

Which hedge funds own WDAY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WDAY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Workday, Inc.'s investment landscape.