Workday rises on AI product push, Anthropic partnership, and C1.ai deal

2026-10-20

Investivoq PriceTracker

Workday (WDAY) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to investor enthusiasm around Workday’s AI-focused product and platform announcements from its October 13 analyst event, along with its new Anthropic partnership and planned C1.ai acquisition. Those updates likely reinforced the view that Workday is trying to deepen its position in enterprise HR and finance software as AI adoption expands.

Details:

Workday announced a partnership with Anthropic that links Claude with Workday’s Sana experience and business-rule framework for HR and finance workflows.

Workday also introduced broader agent infrastructure, including headless access to HR and finance systems and generally available tools for building and governing AI agents.

The company said it plans to acquire C1.ai, an identity platform designed to manage access for both employees and AI agents, which could strengthen Workday’s control and security story.

A post-event analyst note highlighted AI momentum and referenced management reiterating longer-term targets that included about 11% subscription growth and a non-GAAP operating margin above 33%.

Sources:

Workday, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$WDAY Insider Trading Activity

$WDAY insiders have traded $WDAY stock on the open market 149 times in the past 6 months. Of those trades, 0 have been purchases and 149 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 118 sales selling 1,744,842 shares for an estimated $277,030,516.
ZANE ROWE (Chief Financial Officer) has made 0 purchases and 8 sales selling 12,000 shares for an estimated $1,985,588.
ROBERT ENSLIN (President, CCO) has made 0 purchases and 13 sales selling 10,748 shares for an estimated $1,729,892.
GERRIT S KAZMAIER (President, Prod. and Tech.) has made 0 purchases and 8 sales selling 5,457 shares for an estimated $902,865.
MARK S. GARFIELD (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,836 shares for an estimated $304,445.

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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$WDAY Hedge Fund Activity

We have seen 476 institutional investors add shares of $WDAY stock to their portfolio, and 481 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INVESCO LTD. added 4,867,045 shares (+148.5%) to their portfolio in Q2 2026, for an estimated $595,823,648
EAGLE CAPITAL MANAGEMENT LLC added 2,616,675 shares (+30.1%) to their portfolio in Q2 2026, for an estimated $320,333,353
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 2,023,396 shares (+19.0%) to their portfolio in Q2 2026, for an estimated $247,704,138
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,008,372 shares (-99.3%) from their portfolio in Q2 2026, for an estimated $245,864,900
PZENA INVESTMENT MANAGEMENT LLC added 1,971,270 shares (+inf%) to their portfolio in Q2 2026, for an estimated $241,322,873
BROWN ADVISORY INC removed 1,912,324 shares (-98.6%) from their portfolio in Q2 2026, for an estimated $234,106,704
GENERATION INVESTMENT MANAGEMENT LLP removed 1,870,802 shares (-44.7%) from their portfolio in Q2 2026, for an estimated $229,023,580

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

$WDAY Congressional Stock Trading

Members of Congress have traded $WDAY stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 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 3 times. They made 1 purchase worth up to $15,000 on 08/18 and 2 sales worth up to $100,000 on 06/05, 05/29.

To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

$WDAY Analyst Ratings

Wall Street analysts have issued reports on $WDAY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Overweight" rating on 05/22/2026
BWG Global issued a "Negative" rating on 05/15/2026

To track analyst ratings and price targets for $WDAY, check out Investivoq's $WDAY forecast page.

$WDAY Price Targets

Multiple analysts have issued price targets for $WDAY recently. We have seen 10 analysts offer price targets for $WDAY in the last 6 months, with a median target of $154.5.

Here are some recent targets:

Kash Rangan from Goldman Sachs set a target price of $151.0 on 05/26/2026
Billy Fitzsimmons from Piper Sandler set a target price of $145.0 on 05/22/2026
Allan Verkhovski from BTIG set a target price of $175.0 on 05/22/2026
Scott Berg from Needham set a target price of $180.0 on 05/22/2026
Steven Enders from Citigroup set a target price of $139.0 on 05/22/2026
Jason Celino from Keybanc set a target price of $158.0 on 05/22/2026
Michael Turrin from Wells Fargo set a target price of $185.0 on 05/22/2026

This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.