What smart money is saying about Workiva
2 funds in our archive have pitched Workiva, most recently Meditation Capital in June 2026.
Workiva Inc. is a global provider of cloud-based software solutions designed to streamline and manage compliance and regulatory reporting. Its flagship offering, the Workiva platform, delivers a suite of advanced capabilities such as secure collaboration, robust data linking and integration, precise granular permissions, efficient process management, and comprehensive audit trails. This platform empowers users to centralize data from various sources, including enterprise resource planning (ERP), governance, risk, and compliance (GRC), human capital management (HCM), customer relationship management (CRM) systems, and numerous other third-party cloud-based or on-premise applications. Workiva serves a diverse clientele that spans public and private companies, governmental organizations, and academic institutions. The company was established in 2008 and is headquartered in Ames, Iowa.
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Fund signal · last 12 months
10 lettersToo few moves on Workiva yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q3 2025 and Q3 2026, 12 fund letters reported a position in Workiva, with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 1 | 0 |
| Q2 2026 | 3 | 1 | 1 | 1 |
| Q1 2026 | 2 | 0 | 0 | 1 |
| Q3 2025 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 12 positions · 4 moves
- September 2026
“2. Workiva, Inc. (WK) WK provides cloud-based software used for financial reporting, regulatory compliance and governance, risk and controls. We sold the stock to reduce the portfolio’s exposure to software, which has been a battleground for investors as it’s deemed a potential area of disruption for AI.”
Workiva - September 2026
“Stock selection in information technology was the largest contributor, led by the portfolio’s two largest holdings, Workiva and Avnet, which returned +37%1 and +13%1, respectively.”
Workiva - September 2026
“2. Workiva, Inc. (WK) WK provides cloud-based software used for financial reporting, regulatory compliance and governance, risk and controls. We sold the stock to reduce the portfolio’s exposure to software, which has been a battleground for investors as it’s deemed a potential area of disruption for AI.”
Workiva - August 2026
“Workiva grew revenue 19% in the second quarter and is on track to deliver a little over a billion dollars for the full year. More impressive was the pace of margin expansion, with adjusted operating margins rising 13 percentage points to 17%, and management is guiding to 18% for the full year. That was a target originally set for 2027, putting the company a full year ahead of schedule. Underlying business health remains steady, with a 97% gross retention rate and a 111% net retention rate. Growth was boosted by larger accounts as enterprise customers standardise reporting on the platform. Average deal sizes continue to rise as Workiva lands multi-solution and multi-category contracts across financial reporting, sustainability, and governance, risk and compliance (GRC). Shares currently trade at a modest 21x forward earnings, leaving us comfortable with our investment as the company pairs robust top-line momentum with accelerating operating leverage.”
Workiva - July 2026
“The ten largest of which are listed below:”
Workiva - June 2026
“On the negative side, Workiva, a cloud platform for financial reporting and compliance, fell -18%. We reduced our position on persistent weakness due to a combination of multiple compression and weak sentiment regarding AI monetization.”
Workiva - AddedMeditation CapitalJune 2026
“In addition to Braze and Monday which we already owned (Monday we have since reduced due to opportunity cost as all software fell), we progressively added Workiva, Atlassian, Dynatrace, and Klaviyo.”
Workiva - May 2026
“Companies Held 16 Benchmark MSCI All Country World Index Net Total Returns (AUD) LAKEHOUSE GLOBAL GROWTH FUND MONTHLY LETTER 31 May 2026 Company Headquarters Strategic Advantage MercadoLibre Argentina Networks, Loyalty, IP Sansan Japan Loyalty, Networks ServiceNow USA Loyalty Adyen Netherlands Loyalty, IP Kinaxis Canada IP, Loyalty Microsoft USA Loyalty, Networks, IP Alphabet USA IP, Networks Workiva USA Loyalty, IP Workday USA Loyalty Amazon USA Networks, Loyalty, IP”
Workiva - March 2026
“Similar multiple compression also impacted leading cloud-based compliance and regulatory reporting platform, Workiva, which finished the month -31% lower. The company reported a solid quarter with inline guidance across all KPIs.”
Workiva - March 2026
“Similar multiple compression also impacted leading cloud-based compliance and regulatory reporting platform, Workiva, which finished the month -31% lower. The company reported a solid quarter with inline guidance across all KPIs.”
Workiva - September 2025
“Mairs & Power Growth Fund Contributors Largest relative contributors and detractors are securities that were selected based on their contribution to the portfolio as of September 30, 2025. The performance is based on total return of the security for the period and includes only securities held for the entire period. Total return is the amount of value an investor earns from a security over a specific period and when distributions are reinvested. nVent Electric PLC NVIDIA Corp. JPMorgan Chase & Co. Fastenal Company Microsoft Corp. Fiserv, Inc. UnitedHealth Group, Inc. Bio-Techne Corp. Workiva Inc. Class A Hormel Foods Corp.”
Workiva - September 2025
Listed in Mairs and Power Small Cap Fund’s reported holdings.
Workiva
Fund coverage · 2 theses
- Meditation CapitalJune 2026
Workiva is a dominant SEC reporting and workflow platform with strong moat, AI-resilience, growing platform adoption, improving margins, and a low valuation.
Read the full thesis - Lakehouse Global Growth FundFebruary 2026
Workiva is the leading cloud reporting and compliance platform with sticky demand, accelerating margins, and growing AI-enabled capabilities.
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