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What smart money is saying about Workday, Inc.United States flag

WDAY · Technology · Software - Application · Market cap $30.63B

4 funds in our archive have pitched Workday, Inc. — most recently Hotchkis & Wiley Large Cap Fundamental Value in March 2026.

Company profile

Workday, Inc. delivers comprehensive, cloud-hosted enterprise software solutions to clients worldwide. These platforms empower organizations to strategize, operate, examine performance, integrate with existing systems, and oversee their overall business functions. A core offering includes a robust suite of financial management tools. These are designed to assist Chief Financial Officers (CFOs) in meticulously maintaining general ledger accounting data, streamlining financial workflows, gaining instant insights into financial and operational metrics, optimizing consolidation, accelerating month-end closes, bolstering internal controls and audit readiness, and ensuring uniformity throughout their financial activities. Workday also provides cloud-based spend management solutions. These facilitate smoother supplier engagement and contract administration, optimize the handling of indirect expenditures, and enable the effective execution of sourcing initiatives, including requests for proposals (RFPs). Its Human Capital Management (HCM) platform stands out, offering a comprehensive set of applications for overseeing the entire employee journey—from initial recruitment through to retirement. This empowers HR departments to efficiently handle hiring, onboarding, payroll, talent development, reskilling programs, and to cultivate exceptional employee experiences. Furthermore, the company offers dedicated applications for business planning, alongside powerful analytics and reporting capabilities. These advanced tools feature augmented analytics that translate complex data into easily digestible narratives for business users, leverage machine learning for enhanced operational efficiency and automation, and provide benchmarking features to compare performance against industry peers. Workday's diverse clientele spans numerous sectors, including professional and business services, financial institutions, healthcare providers, educational bodies, government agencies, technology firms, media organizations, retailers, and the hospitality industry. Originally incorporated in 2005 as North Tahoe Power Tools, Inc., the company adopted the name Workday, Inc. in July of the same year. Its corporate headquarters are located in Pleasanton, California.

Fund coverage · 4 theses

  • Hotchkis & Wiley Large Cap Fundamental Value
    March 2026

    Workday, Inc. is a leading back-office cloud software provider with strong retention, attractive margins, large underpenetrated markets, and an appealing valuation.

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  • Eagle Capital Management
    March 2026

    Workday is a leading ERP and human capital management platform with margin upside and a potential product revival.

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  • Brown Advisory Global Leaders
    September 2025

    Workday is a cloud-based human capital management software company with a high customer retention rate, strong growth potential through international expansion and AI-driven enhancements, making it an attractive investment opportunity.

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  • RGA Investment Advisors
    June 2025

    Workday Inc is a mission-critical software provider for HR and finance functions, exhibiting double-digit revenue growth and potential for increased earnings under new CEO Carl Eschenbach, despite recent market challenges.

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