Pembroke Trims Position in Workiva, According to Latest SEC Filing

Pembroke Management sold 249,456 shares of Workiva (WK) valued at $17.40 million in Q1 2026, reducing its stake from 4.2% to 1.94% of AUM. Despite Workiva's strong fundamentals—including record operating margins of 6.2% and 20% revenue growth—the stock has underperformed significantly, down 38.5% over the past year and 46% over three years, underperforming the S&P 500 by 64.94 percentage points due to bearish sentiment in the SaaS sector.

05/21/2026, 10:34 AM • The Motley Fool

Investment Advisor Sheds Approximately $3 Million of SaaS Stock, According to Recent SEC Filing

ORSER Capital Management sold 43,215 shares of Workiva (WK) worth approximately $3.01 million in Q1 2026, reducing its stake to 3,972 shares. The sale reflects broader struggles in the software sector, with Workiva shares down 33% year-to-date and 18.7% over the past year. However, the stock's valuation metrics have declined to multi-year lows, with a P/S ratio of 3.7x compared to its three-year average of 6.8x, potentially presenting an opportunity for investors.

04/16/2026, 11:14 AM • The Motley Fool

Stock Market Sell-Off: 2 Glorious Growth Stocks to Buy on the Dip, According to Wall Street

Amid a market sell-off with the S&P 500 down over 7% from its January peak, Wall Street analysts recommend buying CrowdStrike and Workiva as high-quality growth stocks at a discount. CrowdStrike's cybersecurity platform has strong long-term potential with ARR expected to quadruple to $20 billion by 2036, while Workiva's data aggregation platform is accelerating with 20% revenue growth and rapid AI adoption.

03/25/2026, 1:30 PM • The Motley Fool

Is Workiva Stock a Buy After Investment Firm 13D Opened a New Position Worth $4.5 Million?

Investment firm 13D Management purchased 52,000 shares of Workiva (WK) worth $4.49 million, representing a new position and signaling a bullish outlook. Despite recent stock declines of 32.55% over the past year due to AI-related market concerns, the article argues Workiva remains attractive given its strong 20% revenue growth in 2025, 2026 revenue forecast of $1 billion, and a compelling price-to-sales ratio of approximately four.

03/13/2026, 1:01 PM • The Motley Fool

OneStream To Go Private In $24-A-Share Deal, Analysts See Limited Upside

OneStream Inc (NASDAQ:OS) announced it will be taken private by Hg Capital at $24 per share. Analysts view the deal as fairly valued with limited upside, noting that majority shareholder KKR was seeking an exit. The acquisition is unlikely to receive a higher bid. Competitors BlackLine and Workiva saw stock gains following the announcement.

01/08/2026, 8:31 AM • Benzinga

4 Super Stocks at the Top of My Watch List for 2026

A Motley Fool analyst highlights four stocks to watch for 2026: Sea Limited (Southeast Asian e-commerce and gaming), Workiva (enterprise data management software), Douglas Elliman (luxury real estate brokerage), and DigitalOcean (cloud computing for SMBs). All four are positioned as potential opportunities despite recent stock declines or modest valuations, with expectations for growth driven by market recovery and AI adoption.

12/31/2025, 4:16 AM • The Motley Fool

CyberArk Stock Up 43% in a Year — So Why Did a Major Investor Just Exit a $42 Million Position?

Praesidium Investment Management Company fully exited its $42.3 million position in CyberArk Software, selling 104,000 shares despite the company's strong 43% annual stock performance and robust quarterly revenue growth.

12/02/2025, 8:29 PM • The Motley Fool

Is Workiva’s Slide Creating an Opening for Long-Term Investors as a Major Fund Initiates a New Stake?

Praesidium Investment Management Company initiated a new $7.6 million stake in Workiva during Q3, despite the stock's 7.5% decline over the past year. Workiva demonstrated strong financial performance with 21% revenue growth and improving profitability.

12/02/2025, 8:14 PM • The Motley Fool

Aggressive Accumulation: Fund Manager Backs Up the Truck for Software Stock

Readystate Asset Management LP initiated a new $31.95 million position in Workiva, acquiring 371,224 shares, making it the fund's 10th-largest holding despite the stock's recent underperformance.

11/10/2025, 11:07 AM • The Motley Fool

1 Glorious Growth Stock Down 48% to Buy Hand Over Fist, According to Wall Street

Workiva, a data unification platform, reported strong Q3 2025 results with 21% revenue growth and increased annual guidance. The company's AI-powered solution helps businesses streamline reporting across multiple digital applications, and Wall Street analysts are overwhelmingly bullish on its potential.

11/09/2025, 4:28 AM • The Motley Fool

1 Glorious Growth Stock Down 47% to Buy on the Dip, According to Wall Street

Workiva reported impressive Q2 2025 earnings with 21% revenue growth, increased customer base, and strong analyst recommendations. The company's data integration platform is gaining popularity, especially among organizations with compliance requirements.

08/05/2025, 4:19 AM • The Motley Fool

Why Workiva Stock Rocketed More Than 31% Higher Today

Enterprise software developer Workiva reported impressive Q2 earnings, with revenue growing 21% to $215 million and beating analyst expectations. The company's stock rose 32% in a single trading session, significantly outperforming the broader market.

08/01/2025, 4:20 PM • The Motley Fool