What smart money is saying about Workiva
1 fund in our archive has pitched Workiva — most recently Lakehouse Global Growth Fund in February 2026.
Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers to connect data from enterprise resource planning, governance risk and compliance, human capital management, and customer relationship management systems, as well as from other third-party cloud and on-premise applications. It serves public and private companies, government agencies, and higher-education institutions. The company was founded in 2008 and is headquartered in Ames, Iowa.
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Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Workiva — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 2 | 0 | 0 | 1 |
Fund activity · 4 positions · 1 move
- TrimmedTimesSquare U.S. Small Cap Growth StrategyJune 2026
“We reduced our position on persistent weakness due to a combination of multiple compression and weak sentiment regarding AI monetization.”
Read the letterWorkiva - HoldsLakehouse Capital Global Growth FundMay 2026
“USA IP, Networks Workiva USA Loyalty, IP Workday USA Loyalty Amazon USA Networks, Loyalty, IP”
Read the letterWorkiva - HoldsTimesSquare Global Small Cap StrategyMarch 2026
“Similar multiple compression also impacted leading cloud-based compliance and regulatory reporting platform, Workiva, which finished the month -31% lower.”
Read the letterWorkiva - HoldsTimesSquare Global Concentrated Small Cap StrategyMarch 2026
“Similar multiple compression also impacted leading cloud-based compliance and regulatory reporting platform, Workiva, which finished the month -31% lower.”
Read the letterWorkiva
Fund coverage · 1 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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