WorkivaWK
Market Cap: $4.34B
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. It provides to more than 6,000 organizations across the globe with SaaS platform solutions to help solve some of the most complex reporting and disclosure challenges.
Employees: 2,526
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
54% more call options, than puts
Call options by funds: $6.98M | Put options by funds: $4.52M
0% more funds holding
Funds holding: 299 [Q1] → 299 (+0) [Q2]
0% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 44
0% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 110
15% less capital invested
Capital invested by funds: $4.02B [Q1] → $3.41B (-$603M) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
71.05% less ownership
Funds ownership: 162.74% [Q1] → 91.7% (-71.05%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Northland Capital Markets Mike Grondahl 56% 1-year accuracy 10 / 18 met price target | 20%upside $95 | Outperform Maintained | 2 Aug 2024 |
Citigroup Steven Enders 75% 1-year accuracy 15 / 20 met price target | 33%upside $105 | Buy Maintained | 28 Jun 2024 |
Baird Rob Oliver 54% 1-year accuracy 19 / 35 met price target | 19%upside $94 | Outperform Maintained | 27 Jun 2024 |