Workday (NASDAQ:WDAY) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Workday, Inc. (NASDAQ:WDAY). In a filing disclosed on April 07th, the Representative disclosed that they had bought between $1,001 and $15,000 in Workday stock on March 13th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of MACOM Technology Solutions (NASDAQ:MTSI) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of StandardAero (NYSE:SARO) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Advanced Energy Industries (NASDAQ:AEIS) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Viavi Solutions (NASDAQ:VIAV) on 3/27/2026.
• Purchased $15,001 – $50,000 in shares of Fabrinet (NYSE:FN) on 3/27/2026.

Workday Stock Performance

Workday stock traded down $0.56 during mid-day trading on Friday, hitting $112.50. The company had a trading volume of 6,942,085 shares, compared to its average volume of 5,170,656. The company has a current ratio of 1.32, a quick ratio of 1.32 and a debt-to-equity ratio of 0.38. Workday, Inc. has a 12-month low of $110.36 and a 12-month high of $276.00. The company’s fifty day moving average is $139.77 and its 200-day moving average is $192.96. The company has a market capitalization of $28.91 billion, a price-to-earnings ratio of 43.60, a P/E/G ratio of 1.16 and a beta of 1.14.

Workday (NASDAQ:WDAY) last released its quarterly earnings data on Tuesday, February 24th. The software maker reported $2.47 EPS for the quarter, topping the consensus estimate of $2.32 by $0.15. Workday had a return on equity of 13.37% and a net margin of 7.26%.The business had revenue of $2.53 billion for the quarter, compared to analyst estimates of $2.52 billion. During the same quarter in the prior year, the firm posted $1.92 EPS. The business’s quarterly revenue was up 14.5% compared to the same quarter last year. Equities research analysts predict that Workday, Inc. will post 2.63 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in WDAY. Brighton Jones LLC lifted its position in shares of Workday by 230.2% during the 4th quarter. Brighton Jones LLC now owns 4,005 shares of the software maker’s stock valued at $1,033,000 after buying an additional 2,792 shares in the last quarter. Empowered Funds LLC lifted its position in shares of Workday by 12.1% during the 1st quarter. Empowered Funds LLC now owns 11,142 shares of the software maker’s stock valued at $2,602,000 after buying an additional 1,206 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in Workday by 211.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 187 shares of the software maker’s stock valued at $44,000 after purchasing an additional 127 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in Workday in the 2nd quarter valued at $281,000. Finally, Quantbot Technologies LP acquired a new position in Workday in the 2nd quarter valued at $700,000. Hedge funds and other institutional investors own 89.81% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on WDAY. Raymond James Financial restated a “market perform” rating on shares of Workday in a research report on Monday, February 9th. Wells Fargo & Company lowered their price objective on Workday from $255.00 to $180.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. Guggenheim lowered their price objective on Workday from $285.00 to $275.00 and set a “buy” rating on the stock in a research report on Wednesday, February 25th. DA Davidson lowered their price objective on Workday from $250.00 to $125.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 25th. Finally, KeyCorp decreased their target price on Workday from $260.00 to $155.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. Nineteen investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Workday presently has a consensus rating of “Moderate Buy” and a consensus target price of $199.71.

Key Workday News

Here are the key news stories impacting Workday this week:

• Positive Sentiment: OnePay partnership expands Workday’s employee financial‑wellness offerings and embeds fintech into the HR experience, which could help cross‑sell services and deepen customer stickiness. From Perk to Platform: OnePay Forms Partnership with Workday
• Neutral Sentiment: Workday ecosystem activity: Clearsight advised a Workday partner acquisition (Intecrowd → UST), showing continued M&A and services activity around Workday implementations — indirectly supportive for long‑term services demand. Clearsight Advises Intecrowd Acquisition
• Negative Sentiment: Anthropic launched “Managed Agents,” prompting investor concern that autonomous, long‑running AI workflows could undercut seat‑based SaaS pricing and margins — a direct threat to Workday’s monetization model and growth narrative. Could Anthropic’s Managed Agents Quietly Reshape Workday’s SaaS Moat
• Negative Sentiment: Market headlines tied Anthropic’s product launch to sharp share weakness today, amplifying short‑term selling pressure across enterprise SaaS names. Why Workday (WDAY) Shares Are Getting Obliterated Today
• Negative Sentiment: Insider selling: a founder’s ~$13.9M share sale was reported, which investors often view as a liquidity/conviction signal and likely exacerbated the selloff momentum. Workday Stock Price Down After Insider Selling
• Negative Sentiment: Leadership risk: Workday’s CTO reportedly left to join Anthropic, raising execution and talent‑retention concerns as AI disrupts enterprise software roadmaps. Technical/chart commentary also warns of deeper downside, adding to sentiment‑driven pressure. Workday CTO Leaves for Anthropic Workday stock sell-off is irrational, but monthly chart points to a steeper crash

Insider Activity at Workday

In other news, CFO Zane Rowe sold 6,000 shares of the stock in a transaction dated Tuesday, April 7th. The shares were sold at an average price of $128.22, for a total value of $769,320.00. Following the completion of the sale, the chief financial officer directly owned 217,930 shares in the company, valued at $27,942,984.60. This represents a 2.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 dated Tuesday, March 31st. The shares were sold at an average price of $129.76, for a total transaction of $13,949,200.00. Following the completion of the sale, the insider owned 105,049 shares of the company’s stock, valued at $13,631,158.24. This trade represents a 50.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 880,729 shares of company stock valued at $119,321,632. 19.31% of the stock is owned by insiders.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Workday Company Profile

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.