Mondrian Investment Partners LTD Has $19.81 Million Stock Holdings in Workday, Inc. $WDAY

Posted by Geri Gentry on May 24th, 2026

Mondrian Investment Partners LTD increased its position in Workday, Inc. (NASDAQ:WDAY – Free Report) by 11.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 92,219 shares of the software maker’s stock after purchasing an additional 9,124 shares during the quarter. Mondrian Investment Partners LTD’s holdings in Workday were worth $19,807,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of Workday by 14.7% in the 4th quarter. Vanguard Group Inc. now owns 25,009,288 shares of the software maker’s stock valued at $5,371,495,000 after buying an additional 3,210,232 shares during the period. State Street Corp grew its stake in shares of Workday by 0.8% in the 3rd quarter. State Street Corp now owns 9,674,568 shares of the software maker’s stock valued at $2,328,959,000 after buying an additional 74,052 shares during the period. Hotchkis & Wiley Capital Management LLC grew its stake in shares of Workday by 47.5% in the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 5,842,491 shares of the software maker’s stock valued at $1,406,463,000 after buying an additional 1,882,391 shares during the period. First Eagle Investment Management LLC grew its stake in shares of Workday by 87.8% in the 4th quarter. First Eagle Investment Management LLC now owns 4,338,773 shares of the software maker’s stock valued at $931,882,000 after buying an additional 2,028,085 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Workday by 41.5% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,761,599 shares of the software maker’s stock valued at $905,530,000 after buying an additional 1,103,421 shares during the period. 89.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, major shareholder David A. Duffield sold 107,500 shares of the business’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $129.76, for a total value of $13,949,200.00. Following the transaction, the insider owned 105,049 shares in the company, valued at $13,631,158.24. The trade was a 50.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Gerrit S. Kazmaier sold 9,356 shares of the business’s stock in a transaction that occurred on Tuesday, April 7th. The stock was sold at an average price of $128.39, for a total value of $1,201,216.84. Following the completion of the transaction, the insider owned 165,074 shares in the company, valued at $21,193,850.86. The trade was a 5.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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. Insiders sold a total of 989,814 shares of company stock worth $131,576,291 in the last 90 days. Company insiders own 18.64% of the company’s stock.

More Workday News

Here are the key news stories impacting Workday this week:

Positive Sentiment: Workday posted Q1 adjusted EPS of $2.66 versus estimates of $2.49, while revenue rose 13.5% year over year to $2.54 billion, topping forecasts. Workday Announces Fiscal 2027 First Quarter Financial Results
Positive Sentiment: Management raised its full-year non-GAAP operating margin guidance to 30.5%, signaling stronger profitability and helping fuel the stock’s rebound. Workday pops as Q1 results guidance top estimates
Positive Sentiment: Analysts highlighted growing AI monetization, noting that Workday’s AI features and agentic roadmap are starting to show up in contract value and customer adoption. Workday’s AI Momentum Continues as Solid Q1 Results Posted, RBC Says
Positive Sentiment: Several Wall Street firms responded with constructive commentary and price-target updates after the beat, reinforcing sentiment that the quarter was solid and the setup remains favorable. These Analysts Revise Their Forecasts On Workday Following Q1 Results
Neutral Sentiment: Some analysts remain cautious, calling the post-earnings move more of a relief rally and noting that the stock is still expensive relative to fundamentals. WDAY Stock’s Gains Following Q1 Beat Fails to Unite Wall Street – This Analyst Believes Post-Earnings Rise Feels More Like Relief Rally
Negative Sentiment: Citi and other firms trimmed price targets, reflecting lingering concerns about valuation and execution even after the strong quarter. Workday Rallies On ‘Low Bar’ Beat As AI Starts To Show Up In Contract Value

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Raymond James Financial reiterated a “market perform” rating on shares of Workday in a research note on Monday, February 9th. Wolfe Research reiterated an “outperform” rating and set a $160.00 price target on shares of Workday in a research note on Friday. TD Cowen reiterated a “hold” rating on shares of Workday in a research note on Friday. Rosenblatt Securities cut their price target on Workday from $180.00 to $150.00 and set a “buy” rating for the company in a research note on Wednesday, February 25th. Finally, BTIG Research reiterated a “buy” rating and set a $175.00 price target on shares of Workday in a research note on Monday, May 18th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $189.48.

Check Out Our Latest Stock Analysis on Workday

Workday Price Performance

WDAY stock opened at $128.14 on Friday. The company has a market capitalization of $32.93 billion, a P/E ratio of 40.04, a price-to-earnings-growth ratio of 1.24 and a beta of 1.04. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.32 and a current ratio of 1.32. Workday, Inc. has a 52-week low of $110.36 and a 52-week high of $257.09. The business has a 50-day simple moving average of $125.91 and a two-hundred day simple moving average of $169.28.

Workday (NASDAQ:WDAY – Get Free Report) last released its quarterly earnings results on Thursday, May 21st. The software maker reported $2.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.51 by $0.15. Workday had a return on equity of 13.92% and a net margin of 8.60%.The business had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.52 billion. During the same quarter in the previous year, the business earned $2.23 EPS. The company’s quarterly revenue was up 13.5% on a year-over-year basis. Research analysts expect that Workday, Inc. will post 5.12 EPS for the current fiscal year.

Workday Company 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.