Workday, Inc. (WDAY) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Workday, Inc. provides enterprise cloud applications worldwide. Its applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. The company offers a suite of financial management applications, which enable chief financial officers to maintain accounting information in the general ledger; manage financial processes; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides cloud spend management solutions that helps organizations to streamline supplier selection and contracts, manage indirect spend, and build and execute sourcing events, such as requests for proposals; Human Capital Management (HCM) solution, a suite of human capital management applications that allows organizations to manage the entire employee lifecycle from recruitment to retirement, and enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences; Workday applications for planning; and applications for analytics and reporting, including augmented analytics to surface insights to the line of business in simple-to-understand stories, machine learning to drive efficiency and automation, and benchmarks to compare performance against other companies. It serves professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.
the bull case· 4
6
customers naming WDAY as a supplier in their own filings
sec filingsfrom their filings8
funds on file reporting a position in WDAY
n-portas of Jun 30 '266
disclosed supplier and customer ties in SEC filings
sec filingsedgar+12.17%
change in shares held by the largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
6 of 23
largest reporting managers cutting their stake in the latest quarter
13fJun 30 '265 of 8
recent reports where the move came in under options implied range
earnings historyimplied vs realized47
managers whose positions together make up most of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Mar 8 '27 report. Not a forecast, not advice.
tall tick = annual report · 1 on record
WDAY (Workday, Inc.) has 0 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
924 managers report a position worth $26.7B between them, and 47 of them hold 80% of it.
Of the 6 companies Workday, Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7374, Services-Computer Processing & Data Preparation, from each company's own filings. Largest first.
Workday, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Computer Processing & Data Preparation
High 200.00 at 9:00 am ET, low 193.70 at 4:00 pm ET.