Workiva (WK)

• Market cap: $3.8B
• 1 day: 0.34%
• 5 days: 2.56%
• 1 month: -23.64%
• 3 months: -39.63%
• 6 months: -17.37%
• Year to date: -37.88%
• 1 year: -12.13%
• 5 years: 101.82%
• 10 years: 367.06%
• Sector: Technology
• Industry: Software - Application

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

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $95 40% upside
• Avg. target: $112 65% upside
• High target: $130 92% upside

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Goldman Sachs Adam Hotchkiss 38% 1-year accuracy 9 / 24 met price target	55% upside $105	Buy Maintained	17 Apr 2025
Truist Securities Terry Tillman 41% 1-year accuracy 21 / 51 met price target	40% upside $95	Buy Maintained	7 Apr 2025
Stephens & Co. Brett Huff 0% 1-year accuracy 0 / 8 met price target	64% upside $111	Overweight Initiated	21 Mar 2025
BMO Capital Daniel Jester 31% 1-year accuracy 8 / 26 met price target	60% upside $108	Outperform Maintained	26 Feb 2025
Citigroup Steven Enders 33% 1-year accuracy 9 / 27 met price target	92% upside $130	Buy Maintained	26 Feb 2025