Carnegie Investment Counsel Has $811,000 Stake in Workday, Inc. $WDAY

Posted by Francis Steltz on Jul 14th, 2026

Carnegie Investment Counsel reduced its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 70.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 6,242 shares of the software maker’s stock after selling 14,791 shares during the quarter. Carnegie Investment Counsel’s holdings in Workday were worth $811,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Finivi Inc. lifted its stake in Workday by 3.3% in the 3rd quarter. Finivi Inc. now owns 1,516 shares of the software maker’s stock valued at $365,000 after acquiring an additional 48 shares in the last quarter. Strategic Investment Advisors MI raised its holdings in shares of Workday by 1.6% in the second quarter. Strategic Investment Advisors MI now owns 3,263 shares of the software maker’s stock valued at $777,000 after purchasing an additional 50 shares during the last quarter. Sagespring Wealth Partners LLC lifted its position in shares of Workday by 3.0% in the fourth quarter. Sagespring Wealth Partners LLC now owns 2,052 shares of the software maker’s stock worth $441,000 after purchasing an additional 59 shares in the last quarter. CVA Family Office LLC lifted its position in shares of Workday by 35.3% in the fourth quarter. CVA Family Office LLC now owns 249 shares of the software maker’s stock worth $53,000 after purchasing an additional 65 shares in the last quarter. Finally, Aspire Private Capital LLC boosted its holdings in Workday by 1.3% during the fourth quarter. Aspire Private Capital LLC now owns 5,560 shares of the software maker’s stock worth $1,194,000 after purchasing an additional 71 shares during the last quarter. Institutional investors and hedge funds own 89.81% of the company’s stock.

Workday News Roundup

Here are the key news stories impacting Workday this week:

Positive Sentiment: Investors are favoring enterprise software after a sharp selloff in semiconductors, lifting Workday along with peers like Salesforce and PagerDuty. Salesforce, Workday, and PagerDuty Stocks Trade Up, What You Need To Know
Positive Sentiment: Analysts continue to view Workday as attractively valued versus some enterprise AI/software peers, with rising earnings estimates supporting the bullish case. Workday vs. Arista: Which Enterprise AI Stock Has More Upside Now?
Neutral Sentiment: Workday was mentioned in a mixed session for enterprise software as the Nasdaq came under pressure, indicating sector-wide volatility rather than company-specific news. Enterprise software stocks mixed as tech-heavy Nasdaq takes hit
Negative Sentiment: Insider selling by major shareholder David A. Duffield may create some caution, even though the sale was made under a pre-arranged trading plan. Workday insider trade disclosure

Insider Activity

In related news, major shareholder David A. Duffield sold 107,500 shares of Workday stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $136.74, for a total transaction of $14,699,550.00. Following the completion of the transaction, the insider owned 105,049 shares in the company, valued at approximately $14,364,400.26. This trade represents a 50.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robert Enslin sold 5,374 shares of the business’s stock in a transaction that occurred on Sunday, July 5th. The stock was sold at an average price of $134.90, for a total value of $724,952.60. Following the transaction, the insider directly owned 239,469 shares in the company, valued at approximately $32,304,368.10. This trade represents a 2.19% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 874,102 shares of company stock valued at $113,807,973. Company insiders own 18.64% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Workday in a research report on Friday, May 22nd. HC Wainwright set a $140.00 price target on shares of Workday in a research report on Wednesday, May 27th. KeyCorp increased their price objective on shares of Workday from $155.00 to $158.00 and gave the stock an “overweight” rating in a research note on Friday, May 22nd. Oppenheimer restated an “outperform” rating on shares of Workday in a report on Thursday, June 11th. Finally, TD Cowen reaffirmed a “hold” rating on shares of Workday in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Workday currently has an average rating of “Moderate Buy” and a consensus price target of $184.00.

Read Our Latest Report on Workday

Workday Stock Performance

NASDAQ WDAY opened at $144.87 on Tuesday. The firm has a market capitalization of $35.78 billion, a P/E ratio of 45.27, a price-to-earnings-growth ratio of 1.49 and a beta of 1.11. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 0.30. The firm’s fifty day moving average price is $130.23 and its two-hundred day moving average price is $146.14. Workday, Inc. has a 1 year low of $110.36 and a 1 year high of $249.85.

Workday (NASDAQ:WDAY – Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The software maker reported $2.66 EPS for the quarter, beating analysts’ consensus estimates of $2.51 by $0.15. The company had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.52 billion. Workday had a net margin of 8.60% and a return on equity of 14.75%. The company’s quarterly revenue was up 13.5% on a year-over-year basis. During the same quarter last year, the firm posted $2.23 EPS. As a group, research analysts anticipate that Workday, Inc. will post 5.34 EPS for the current year.

Workday Profile

(Free Report)

Workday, Inc (NASDAQ: WDAY) is a provider of cloud-based enterprise applications focused on human capital management (HCM) and financial management. Founded in 2005 by Dave Duffield and Aneel Bhusri following their tenure at PeopleSoft, the company develops software-as-a-service solutions that help organizations manage workforce and financial processes in a unified, cloud-native environment. Workday’s platform emphasizes continuous updates, data security, and a configurable architecture aimed at large and mid-sized enterprises.

The company’s product portfolio centers on Workday Human Capital Management and Workday Financial Management, with additional offerings for payroll, talent management, workforce planning and analytics.

Featured Articles

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Institutional Ownership by Quarter for Workday (NASDAQ:WDAY)

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