Workiva
About: Workiva Inc is a cloud-native platform that simplifies the complexities of reporting and compliance. Workiva platform empowers customers by connecting and transforming data from hundreds of enterprise resource planning (ERP), human capital management (HCM), and customer relationship management (CRM) systems, as well as other third-party cloud and on-premise applications. Customers use the platform to create, review and publish data-linked documents and reports with greater control, consistency, accuracy, and productivity and it is also used for SEC Filings. Company's Geographical region consist of USA, Netherland, UK, and Others. Majority of revenue is from USA.
Employees: 2,896
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
0.12% less ownership
Funds ownership: 89.3% [Q1] → 89.18% (-0.12%) [Q2]
5% less funds holding
Funds holding: 327 [Q1] → 310 (-17) [Q2]
11% less capital invested
Capital invested by funds: $3.54B [Q1] → $3.17B (-$376M) [Q2]
17% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 126
28% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 53
64% less call options, than puts
Call options by funds: $1.53M | Put options by funds: $4.21M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Citigroup
Steven Enders
|
$110
|
Buy
Maintained
|
11 Sep 2025 |
|
Stifel
Brad Reback
|
$92
|
Buy
Maintained
|
11 Sep 2025 |
|
Wolfe Research
Ryan Krieger
|
$95
|
Outperform
Maintained
|
10 Sep 2025 |
|
Raymond James
Alexander Sklar
|
$95
|
Outperform
Maintained
|
1 Aug 2025 |
Financial journalist opinion
