SG Americas Securities LLC Has $24.70 Million Holdings in Workday, Inc. $WDAY

Posted by Brian Himes on Jun 25th, 2026

SG Americas Securities LLC lifted its position in Workday, Inc. (NASDAQ:WDAY – Free Report) by 117.7% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 190,109 shares of the software maker’s stock after acquiring an additional 102,787 shares during the period. SG Americas Securities LLC’s holdings in Workday were worth $24,699,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Evolve Private Wealth LLC bought a new position in shares of Workday in the 1st quarter valued at about $497,000. Nations Financial Group Inc. IA ADV bought a new stake in shares of Workday in the 1st quarter valued at about $259,000. Stance Capital LLC raised its holdings in shares of Workday by 3.7% in the 4th quarter. Stance Capital LLC now owns 6,238 shares of the software maker’s stock valued at $1,340,000 after purchasing an additional 223 shares during the period. Rockefeller Capital Management L.P. lifted its stake in Workday by 12.6% in the 4th quarter. Rockefeller Capital Management L.P. now owns 178,827 shares of the software maker’s stock valued at $38,408,000 after purchasing an additional 20,016 shares during the last quarter. Finally, Meadowbrook Advisors Group LLC acquired a new stake in Workday in the 4th quarter valued at about $320,000. Institutional investors and hedge funds own 89.81% of the company’s stock.

Insiders Place Their Bets

In other Workday news, insider Gerrit S. Kazmaier sold 9,356 shares of the company’s stock in a transaction 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 transaction, the insider directly owned 165,074 shares of the company’s stock, valued at $21,193,850.86. This represents a 5.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 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. Also, major shareholder David A. Duffield sold 107,500 shares of the stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $114.25, for a total value of $12,281,875.00. Following the transaction, the insider owned 105,049 shares in the company, valued at $12,001,848.25. The trade was a 50.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 774,814 shares of company stock worth $99,846,591 over the last three months. 18.64% of the stock is currently owned by corporate insiders.

Workday Trading Up 2.6%

Shares of WDAY stock opened at $118.10 on Thursday. The firm has a 50 day moving average price of $127.54 and a two-hundred day moving average price of $154.06. The company has a quick ratio of 1.01, a current ratio of 1.01 and a debt-to-equity ratio of 0.30. The company has a market capitalization of $29.17 billion, a PE ratio of 36.91, a price-to-earnings-growth ratio of 1.23 and a beta of 1.09. Workday, Inc. has a 12-month low of $110.36 and a 12-month high of $249.85.

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

Analysts Set New Price Targets

A number of brokerages have weighed in on WDAY. BTIG Research reissued a “buy” rating and set a $175.00 price target on shares of Workday in a research report on Monday, May 18th. HC Wainwright set a $140.00 price objective on Workday in a research report on Wednesday, May 27th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Workday in a research note on Wednesday, June 17th. UBS Group boosted their target price on Workday from $130.00 to $140.00 and gave the stock a “neutral” rating in a report on Friday, May 22nd. Finally, Wells Fargo & Company increased their price target on Workday from $180.00 to $185.00 and gave the company an “overweight” rating in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $185.03.

View Our Latest Stock Analysis on Workday

About Workday

(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.