The enterprise software platform for HR, finance, and IT reported a notable insider stock sale.

David A. Duffield’s trust converted and sold 90,615 Class A shares on Sept. 4, 2026 at ~$196–$204 under a Rule 10b5-1 plan, retaining 36,268,258 Class B shares.

CFO Zane Rowe had 2,808 shares withheld at $195.79 to pay RSU taxes, leaving him with 285,652 Workday shares plus RSU and performance units.

Tax-withholding disposition of 3,369 Workday shares at $195.79 leaves executive Gerrit S. Kazmaier with 263,019 shares, including 246,656 RSUs.

Robert Enslin had 2,228 Workday shares withheld at $195.79 for RSU taxes, and now reports 237,241 shares, including 227,065 restricted stock units.

Workday pairs 13% subscription growth, rising AI adoption and strong cash flow with a mixed valuation and ongoing competition and execution risks.

Workday, Inc. (NASDAQ:WDAY) reported fiscal second-quarter revenue of $2.65 billion, up nearly 13% year over year and above the $2.64 billion analysts expected, Reuters reported, citing LSEG data. Subscription revenue rose 13.9% to $2.471 billion. Chief Commercial Officer Rob Enslin said, “Over half of our net new wins in the second quarter signed up for […]

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