COUNTRY TRUST BANK has opened a new $18.4M position in $WDAY, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $WDAY.
$WDAY Hedge Fund Activity
We have seen 418 institutional investors add shares of $WDAY stock to their portfolio, and 612 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,923,642 shares (-85.9%) from their portfolio in Q4 2025, for an estimated $2,775,739,828
- VANGUARD GROUP INC added 3,210,232 shares (+14.7%) to their portfolio in Q4 2025, for an estimated $689,493,628
- JANUS HENDERSON GROUP PLC added 2,525,821 shares (+101.4%) to their portfolio in Q4 2025, for an estimated $542,495,834
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 2,028,085 shares (+87.8%) to their portfolio in Q4 2025, for an estimated $435,592,096
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,024,956 shares (-50.0%) from their portfolio in Q4 2025, for an estimated $434,920,049
- POLEN CAPITAL MANAGEMENT LLC removed 1,851,489 shares (-99.4%) from their portfolio in Q4 2025, for an estimated $397,662,807
- CIBC PRIVATE WEALTH GROUP LLC removed 1,303,715 shares (-94.7%) from their portfolio in Q4 2025, for an estimated $280,011,907
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$WDAY Insider Trading Activity
$WDAY insiders have traded $WDAY stock on the open market 105 times in the past 6 months. Of those trades, 0 have been purchases and 105 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by insiders over the last 6 months:
- DAVID A DUFFIELD has made 0 purchases and 74 sales selling 1,375,601 shares for an estimated $216,821,479.
- ROBERT ENSLIN (President, CCO) has made 0 purchases and 6 sales selling 27,558 shares for an estimated $5,358,052.
- GERRIT S KAZMAIER (President, Prod. and Tech.) has made 0 purchases and 8 sales selling 19,662 shares for an estimated $3,418,100.
- ZANE ROWE (Chief Financial Officer) has made 0 purchases and 8 sales selling 12,000 shares for an estimated $2,021,806.
- MICHAEL M MCNAMARA has made 0 purchases and 6 sales selling 5,393 shares for an estimated $1,268,201.
- CARL M. ESCHENBACH (CEO) sold 3,125 shares for an estimated $656,250
- RICHARD HARRY SAUER (Chief Legal Officer & Secty) sold 1,130 shares for an estimated $237,300
- MARK S. GARFIELD (Chief Accounting Officer) sold 953 shares for an estimated $199,710
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$WDAY Congressional Stock Trading
Members of Congress have traded $WDAY stock 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 5 purchases worth up to $75,000 on 03/13, 01/28, 12/10, 10/15, 10/14 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$WDAY Analyst Ratings
Wall Street analysts have issued reports on $WDAY in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/25/2026
- Needham issued a "Buy" rating on 02/09/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- TD Cowen issued a "Buy" rating on 11/26/2025
- JP Morgan issued a "Overweight" rating on 11/26/2025
- Bernstein issued a "Outperform" rating on 11/26/2025
- Keybanc issued a "Overweight" rating on 11/26/2025
To track analyst ratings and price targets for $WDAY, check out Quiver Quantitative's $WDAY forecast page.
$WDAY Price Targets
Multiple analysts have issued price targets for $WDAY recently. We have seen 28 analysts offer price targets for $WDAY in the last 6 months, with a median target of $195.0.
Here are some recent targets:
- Steven Enders from Citigroup set a target price of $148.0 on 02/26/2026
- Keith Weiss from Morgan Stanley set a target price of $185.0 on 02/25/2026
- Allan Verkhovski from BTIG set a target price of $175.0 on 02/25/2026
- Kirk Materne from Evercore ISI Group set a target price of $160.0 on 02/25/2026
- Billy Fitzsimmons from Piper Sandler set a target price of $135.0 on 02/25/2026
- Scott Berg from Needham set a target price of $300.0 on 02/25/2026
- John Difucci from Guggenheim set a target price of $275.0 on 02/25/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $WDAY ticker page for more data.
