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Added to YB: 2026-04-20

Pitch date: 2026-02-28

WK [neutral]

Workiva Inc.

-5.68%

current return

Author Info

No bio for this author

Company Info

Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally.

Market Cap

$3.3B

Pitch Price

$60.79

Price Target

N/A

Dividend

N/A

EV/EBITDA

-146.58

P/E

-123.30

EV/Sales

3.58

Sector

Software

Category

growth

Show full summary:
Lakehouse Global Growth Fund Portfolio Holding: Workiva Inc.

WK (holding update): Cloud reporting/compliance platform embedded in 95% Fortune 100. Rev +20% to $885M, subscription +22%. Non-GAAP op margin doubled 4.3%→9.9%, Q4 19.1%. $300k+ ACV customers +42%, $500k+ +37%. 97% gross/113% net retention. 30% of 6.6k customers enabled AI features. Becoming CFO platform vs point solution for SEC filings.

Read full article (1 min)