Orser Capital Management LLC Has $237,000 Stock Holdings in Workiva Inc. $WK

Orser Capital Management LLC trimmed its holdings in shares of Workiva Inc. (NYSE:WK) by 91.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,972 shares of the software maker’s stock after selling 43,215 shares during the quarter. Orser Capital Management LLC’s holdings in Workiva were worth $237,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Irenic Capital Management LP bought a new position in Workiva during the 3rd quarter worth $42,783,000. Assenagon Asset Management S.A. lifted its holdings in Workiva by 14,955.0% during the 4th quarter. Assenagon Asset Management S.A. now owns 740,102 shares of the software maker’s stock worth $63,834,000 after buying an additional 735,186 shares during the period. Comerica Bank grew its position in shares of Workiva by 28.8% in the 4th quarter. Comerica Bank now owns 151,317 shares of the software maker’s stock valued at $13,051,000 after buying an additional 33,829 shares during the last quarter. Conestoga Capital Advisors LLC grew its position in shares of Workiva by 8.7% in the 4th quarter. Conestoga Capital Advisors LLC now owns 1,083,243 shares of the software maker’s stock valued at $93,430,000 after buying an additional 87,056 shares during the last quarter. Finally, Eminence Capital LP increased its stake in shares of Workiva by 40.7% in the third quarter. Eminence Capital LP now owns 3,723,546 shares of the software maker’s stock valued at $320,523,000 after buying an additional 1,076,778 shares during the period. 92.21% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Stephens restated an “overweight” rating and set a $68.00 price objective on shares of Workiva in a research report on Tuesday, May 26th. Stifel Nicolaus reduced their target price on Workiva from $79.00 to $65.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Citigroup reissued a “buy” rating on shares of Workiva in a research report on Monday, February 23rd. BTIG Research lowered their price target on shares of Workiva from $90.00 to $80.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Finally, Zacks Research upgraded shares of Workiva from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Workiva presently has an average rating of “Moderate Buy” and a consensus target price of $88.50.

Workiva Stock Down 0.3%

Workiva stock opened at $47.25 on Friday. The company has a market capitalization of $2.65 billion, a PE ratio of 205.43 and a beta of 0.51. Workiva Inc. has a 12-month low of $43.34 and a 12-month high of $97.10. The firm’s fifty day moving average is $51.00 and its 200 day moving average is $65.96.

Workiva (NYSE:WK) last posted its quarterly earnings results on Tuesday, May 5th. The software maker reported $0.77 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.11. Workiva had a net margin of 1.53% and a negative return on equity of 68.43%. The business had revenue of $247.31 million during the quarter, compared to analysts’ expectations of $245.17 million. During the same period last year, the company posted $0.14 earnings per share. The business’s quarterly revenue was up 19.9% on a year-over-year basis. Workiva has set its FY 2026 guidance at 2.850-2.950 EPS and its Q2 2026 guidance at 0.620-0.650 EPS. Sell-side analysts expect that Workiva Inc. will post 0.92 EPS for the current fiscal year.

Insider Activity at Workiva

In related news, Director Robert H. Herz sold 1,000 shares of the business’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $49.69, for a total value of $49,690.00. Following the completion of the sale, the director directly owned 34,802 shares of the company’s stock, valued at $1,729,311.38. The trade was a 2.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 4.77% of the stock is currently owned by corporate insiders.

Workiva Profile

Workiva, originally founded as WebFilings in 2008, delivers a cloud-native platform designed to streamline and connect data, documents and teams for reporting and compliance. Its flagship Workiva platform supports a range of applications including financial reporting, regulatory filings, internal controls documentation, risk management and environmental, social and governance (ESG) disclosures. By centralizing data and automating workflows, the company helps organizations improve accuracy, transparency and auditability across critical reporting processes.

The Workiva platform offers modular solutions that integrate with existing enterprise systems and data sources.