< Back to situations

Monitor this situation.

[SITUATION] · [ACTIVE] · [BUSINESS]

2 clusters · 2 sources · 26 days · First seen · Last updated

Workday institutional and insider stock activity

Overview

Workday, Inc. has experienced notable shifts in its equity structure involving both company insiders and institutional investors.

In mid-2026, several high-level executives, including Chief Accounting Officer Mark S. Garfield, Chief Financial Officer Zane Rowe, and co-founder David A. Duffield, engaged in share sales. These transactions were often conducted under pre-arranged Rule 10b5-1 plans, with some intended to cover tax withholdings. During this period, institutional investor Carnegie Investment Counsel significantly reduced its position in the company.

Subsequent reports indicate a rise in institutional activity, with firms such as Sapient Capital LLC and Fluent Financial LLC acquiring substantial new stakes. Major holders like Vanguard Group Inc. and Auto Owners Insurance Co also increased their holdings. Collectively, hedge funds and institutional investors maintain a significant ownership position, holding approximately 89.81% of the company’s stock.

Entities

Workday, Inc. · SEC · Sapient Capital LLC · Vanguard Group Inc. · Fluent Financial LLC

Timeline

  1. 1 day ago

    [BUSINESS] 2 sources
    Workday, Inc. sees increased institutional investment and stake acquisitions

    Institutional investors, including Sapient Capital LLC and Fluent Financial LLC, have acquired new stakes in Workday, Inc., as major firms like Vanguard Group continue to adjust their holdings.

  2. 28 days ago

    [BUSINESS] 2 sources
    Workday executives and investors sell shares as stock steadies near $145

    Workday insiders and a major investor sold shares in July 2026, while Carnegie Investment Counsel cut its stake by 70%, as the stock hovers near $145 and revenue rises 13.5 %.

Sources

mommygearest.com · stocknews.com