Jeff Bezos Stock Portfolio: Top 5 Stock Picks

4. Workday, Inc. (NASDAQ:WDAY)

Jeff Bezos established a highly profitable enterprise software position by backing Workday, Inc. (NASDAQ:WDAY) well before it became a dominant force in cloud-based corporate management. In October 2011, Bezos Expeditions joined high-profile institutional asset managers like T. Rowe Price and Morgan Stanley to fund Workday’s $85 million Series F growth equity round. Founded by enterprise software pioneers Aneel Bhusri and Dave Duffield, Workday provided corporations with a unified, cloud-native alternative to legacy on-premise human capital management (HCM) and financial applications. Bezos’s investment underscored his clear understanding of the secular shift toward Software-as-a-Service (SaaS) architectures within major global enterprises.

Workday, Inc. (NASDAQ:WDAY) recently posted exceptional fiscal Q1 2026 financial results, delivering total quarterly revenue of $2.5 billion, representing 13% year-over-year growth, spearheaded by a 13% surge in subscription revenues to $2.4 billion. The company’s 12-month subscription revenue backlog climbed to $8.8 billion, providing top-line visibility. Non-GAAP operating margins expanded by 31%, driven by automated internal scaling and strong cross-selling of its advanced AI-driven Financial Management suites to existing HCM customers. Generating $616 million in quarterly free cash flow, Workday’s high customer retention rates and steady international expansion validate its premium positioning as an essential enterprise computing cornerstone.