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

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

Other hedge funds have also bought and sold shares of the company. Caitong International Asset Management Co. Ltd bought a new stake in Workiva during the 4th quarter valued at $26,000. Leonteq Securities AG acquired a new position in Workiva during the fourth quarter worth $27,000. EverSource Wealth Advisors LLC lifted its stake in shares of Workiva by 217.9% in the third quarter. EverSource Wealth Advisors LLC now owns 391 shares of the software maker’s stock valued at $34,000 after buying an additional 268 shares in the last quarter. Allworth Financial LP lifted its stake in shares of Workiva by 82.3% in the third quarter. Allworth Financial LP now owns 412 shares of the software maker’s stock valued at $35,000 after buying an additional 186 shares in the last quarter. Finally, Quarry LP grew its holdings in shares of Workiva by 396.3% during the fourth quarter. Quarry LP now owns 407 shares of the software maker’s stock valued at $35,000 after buying an additional 325 shares during the last quarter. Institutional investors and hedge funds own 92.21% of the company’s stock.

Workiva Trading Down 0.3%

NYSE WK opened at $47.25 on Friday. The business has a fifty day simple moving average of $51.00 and a 200 day simple moving average of $65.96. Workiva Inc. has a 12 month low of $43.34 and a 12 month high of $97.10. The firm has a market capitalization of $2.65 billion, a P/E ratio of 205.43 and a beta of 0.51.

Workiva (NYSE:WK) last posted its quarterly earnings data on Tuesday, May 5th. The software maker reported $0.77 earnings per share (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 firm had revenue of $247.31 million for the quarter, compared to the consensus estimate of $245.17 million. During the same period in the previous year, the firm earned $0.14 EPS. The business’s revenue for the quarter was up 19.9% compared to the same quarter last year. Workiva has set its FY 2026 guidance at 2.850-2.950 EPS and its Q2 2026 guidance at 0.620-0.650 EPS. As a group, sell-side analysts predict that Workiva Inc. will post 0.92 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

WK has been the subject of several recent research reports. Citigroup reissued a “buy” rating on shares of Workiva in a research report on Monday, February 23rd. Raymond James Financial reaffirmed an “outperform” rating and issued a $85.00 price target on shares of Workiva in a research report on Wednesday, May 6th. Stifel Nicolaus cut their price target on Workiva from $79.00 to $65.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Wall Street Zen upgraded Workiva from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 9th. Finally, Zacks Research raised Workiva from a “hold” rating to a “strong-buy” rating in a report on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $88.50.

Insider Buying and Selling at Workiva

In related news, Director Robert H. Herz sold 1,000 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $49.69, for a total transaction of $49,690.00. Following the transaction, the director directly owned 34,802 shares of the company’s stock, valued at $1,729,311.38. This trade represents a 2.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 4.77% of the stock is owned by insiders.

Workiva Company 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.