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: 2,873
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
150% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 5 (+3) [Q4]
65% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 37
43% more capital invested
Capital invested by funds: $3.6B [Q3] → $5.16B (+$1.56B) [Q4]
7% more funds holding
Funds holding: 291 [Q3] → 311 (+20) [Q4]
2.8% more ownership
Funds ownership: 88.62% [Q3] → 91.42% (+2.8%) [Q4]
19% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 113
63% less call options, than puts
Call options by funds: $3.24M | Put options by funds: $8.84M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Raymond James Brian Peterson 43% 1-year accuracy 13 / 30 met price target | 45%upside $105 | Outperform Maintained | 2 May 2025 |
Stifel Brad Reback 59% 1-year accuracy 29 / 49 met price target | 39%upside $100 | Buy Maintained | 2 May 2025 |
Goldman Sachs Adam Hotchkiss 48% 1-year accuracy 11 / 23 met price target | 45%upside $105 | Buy Maintained | 17 Apr 2025 |
Truist Securities Terry Tillman 49% 1-year accuracy 24 / 49 met price target | 32%upside $95 | Buy Maintained | 7 Apr 2025 |
Stephens & Co. Brett Huff 60% 1-year accuracy 6 / 10 met price target | 54%upside $111 | Overweight Initiated | 21 Mar 2025 |
Financial journalist opinion
Based on 9 articles about WK published over the past 30 days









