WDAY · WORKDAY INC-CLASS A

Back to holdings

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences.

Close · 3M

-2.65%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals3

Win rate67% (2/3)

Avg buy return+2.16%

AIEQno longer held2 signals

AIEQ · Exit · 1d

WDAY’s price of $130.27, representing just 53% of its 52-week high after a -45.0% one-year return, presents a volatile picture, even with recent 30-day and 90-day returns at +0.7% and +0.8%. AIEQ's IBM Watson NLP engine, ingesting vast amounts of daily sentiment data for thousands of US equities, likely detected a decline in positive sentiment or new fundamental concerns for WDAY that, when combined with its PER of 38.18 and PBR of 5.84, no longer met the daily ranking criteria. This swift shift in underlying textual analysis and quantitative signals prompted EquBot's risk overlay to remove the 0.1700% holding from the portfolio on 2026-07-01, aligning with the fund's high turnover and daily rebalancing characteristic of its broad market, fundamentals-sentiment hybrid style.

weight 0.170% → 0 (exited)·stock down 17.1% in the 30 days before

Jul 1·entry $130.27·now $139.81

+7.32%

since Jul 1

AIEQ · New entry · 1d

weight 0 → 0.190% (new)·stock up 19.4% in the 30 days before

May 30·entry $157.23·now $139.81Fresh

-11.08%

since May 30

PQUSno longer held4 signals

PQUS · Exit · 1d

weight 0.100% → 0 (exited)·stock up 14.8% in the 30 days before

Jun 4·entry $147.91·now $139.81

-5.48%

since Jun 4

PQUS · Weight decrease · 2d

The Pictet Asset Management PQUS fund, which employs an AI ranking system across approximately 165 US large-cap holdings with periodic rebalances, appears to have significantly adjusted its position in Workday due to persistent underperformance. The AI's ranking likely flagged the company's substantial decline, evidenced by a 90-day return of -29.0% and a 1-year return of -52.7%, as indicators of deteriorating value or momentum. This consecutive weight decrease, culminating in a sharp reduction to 0.08% on May 29, suggests the AI's algorithm responded to these negative price trends during a rebalancing event, despite the stock's current price of $130.01 being near the lower end of its 52-week range. The fund's measured turnover style would allow for such a calculated de-risking when a component stock presents such sustained negative signals.

weight 0.300% → 0.080% (-0.220 pp)·stock up 19.4% in the 30 days before

May 29·entry $146.19·now $139.81

-4.36%

since May 29

PQUS · Weight decrease · 2d

The initial weight build-up prior to May 22 gave way to a decisive cut as PQUS’s AI ranking system, performing a periodic rebalance, likely de-prioritized WDAY. This action likely stemmed from a reassessment of WDAY’s long-term value given its 90-day return of -33.9% and 1-year return of -51.9%, even with a 30-day gain and a 13.09% revenue growth. While the company maintains a 14.49% ROE, its current price at $128.14 and 47% of its 52-week high suggests its future prospects, relative to other US large caps, fell below the AI's target criteria for this Pictet-managed fund. The fund's strategy of measured turnover allows for such distinct adjustments when the AI system identifies shifts in ranking.

weight 0.450% → 0.290% (-0.160 pp)·stock up 11.7% in the 30 days before

May 23·entry $124.02·now $139.81

+12.73%

since May 23

PQUS · Weight increase · 2d

WDAY trades at $126.61, standing at 46% of its $274.71 52-week high, following a +12.0% 30-day return which contrasts sharply with its -39.1% 90-day and -50.9% 1-year returns. This recent upward movement from a significantly depressed valuation near its $112.50 52-week low likely prompted Pictet Asset Management’s AI ranking system, governing the newer PQUS fund, to re-evaluate the stock. The consecutive weight increases from 0.4000% to 0.4500% over the specified days indicate the AI identified WDAY’s current PER of 24.67, revenue growth of 13.09%, and ROE of 14.49% as favorable at this price. Operating with periodic rebalances and measured turnover, the AI systematically built a larger position in this Information Technology component, aligning with the fund's sector-balance and concentration rules for its ~165 US large-cap holdings.

weight 0.430% → 0.450% (+0.020 pp)·stock down 3.8% in the 30 days before

May 21·entry $121.85·now $139.81Chased

+14.74%

since May 21

QRFTno longer held4 signals

QRFT · Exit · 1d

weight 0.070% → 0 (exited)·stock down 7.5% in the 30 days before

Apr 2·entry $132.26·now $139.81

+5.71%

since Apr 2

QRFT · Exit · 1d

weight 0.070% → 0 (exited)·stock down 0.5% in the 30 days before

Mar 23·entry $137.06·now $139.81

+2.01%

since Mar 23

QRFT · Exit · 1d

weight 0.070% → 0 (exited)·stock down 2.9% in the 30 days before

Mar 20·entry $135.96·now $139.81

+2.83%

since Mar 20

QRFT · New entry · 1d

weight 0 → 0.070% (new)·stock down 2.9% in the 30 days before

Mar 20·entry $135.96·now $139.81Drifting

+2.83%

since Mar 20

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 25

The PQUS AI ETF displayed fluctuating activity, showing a weight increase trend followed by a decrease trend within days. This contrasts with the framework's verdict of 'Fail' because a Buffett-style analysis cannot affirm the investment merits due to insufficient data for key stages like management, financial health, and margin of safety.

Circle of CompetenceWorkday's subscription-based enterprise software model for critical HR and finance functions offers predictable recurring revenue streams, allowing for reasonable projection of ten-year cash flows.
Economic MoatWorkday benefits from high customer switching costs associated with migrating complex enterprise HR and finance systems, coupled with strong brand recognition in its market.
ManagementInsufficient financial data prevents a comprehensive assessment of management's candor, capital allocation track record, or skin in the game.
Financial HealthWhile recent ROE is near the threshold at 14.49%, comprehensive 10-year historical data, operating margin trends, and debt structure details are not provided, preventing a full assessment of financial health.
Margin of SafetyWithout a detailed intrinsic value estimation, it is impossible to determine if the current price offers a defensible margin of safety, despite the given valuation multiples.

Workday operates within a predictable business model with a durable economic moat from high switching costs and brand power. However, critical information regarding management's capital allocation and the company's full financial health over time, including debt levels and owner earnings, is unavailable for a thorough assessment. Consequently, without a clear estimation of intrinsic value and a resulting margin of safety, this framework cannot endorse Workday as a suitable investment.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.