WK Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $71.23
P/E (TTM) 85.8
BPA (TTM) $0.83
Ingresos (TTM) $966M
ROE (TTM) -57.5%
Rango 52S $43–$97

WK Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Acerca de Workiva Inc. Class A Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.

History

Early history

2008 - 2014

In August 2008, Workiva Inc. was formed as WebFilings LLC in California by Jerry Behar and a team of five other entrepreneurs.

Martin Vanderploeg was a co-founder of EAI and served as CTO and Executive Vice President until they were acquired in 2000 by UGS Corp, and is now a division of Siemens, the German technology multinational.

The Workiva Platform is a cloud-based enterprise software-as-a-service platform that enables companies to collect, manage, report and analyse critical business data in real time. Wdesk also allows companies to manage and file financial and compliance documents to regulatory agencies.

Workiva integrates information from disparate content formats, including spreadsheets, presentation documents, emails and other unstructured data, into a single cloud-based report.

In July 2014, the company changed its name to Workiva LLC.

Recent history

2014 - 2019

The company went public in December 2014 and with an IPO on the New York Stock Exchange (NYSE: WK).

Deloitte's 2015 Technology Fast 500 survey of fastest growing technology companies in America Workiva ranked fiftieth among all software companies. In the DevOps Excellence Awards 2019, Workiva won Best Software-Defined Product.

In May 2019, Workiva opened offices in Frankfurt, Germany, and Paris, France. The company also has offices in Amsterdam and London, 12 U.S. cities, and two Canadian cities.

Workiva’s product Wdata allows users to connect large datasets of information to the Workiva platform. It was designed to improve the usefulness of Wdesk. Wdata connects data from enterprise resource planning, governance risk and compliance platforms, and other third-party, on-premise systems and cloud applications.

In September, Workiva updated the Wdata platform to include automatic updates, approval workflows, finance and accounting connectors, risk and control integration, and improved controlled access tools. The company also integrated its platforms with BlackLine, a producer of financial close software. The integration allows accountants to connect and transfer data between the two companies. Later in September, Workiva established a partnership with FloQast, a financial close management software company. The two offer a reporting and compliance solution for private companies, as well as for companies to use before and after they issue an initial public offering of stock.

2020 - 2025

In April 2020, Workiva launched W for ESEF. It is a solution to help European companies comply with the European Securities and Markets Authority (ESMA) requirements for European Single Electronic Format (ESEF) reporting. W for ESEF was made available in 23 European languages. Companies can use the solution to build reports, tag data, and compile the final ESEF submission package.

In November 2020, Workiva appointed COO Julie Iskow to the board. She was named one of the 50 most powerful women in tech in 2019.

In May, the company updated its cloud platform to help companies with Environmental, Social and Corporate Governance (ESG) reporting.

In July 2021, the company became the first SaaS company to enter the United Nations’ Global Compact CFO Taskforce. A few months later, in August 2021, Workiva made its first acquisition when it acquired OneCloud, which provides integration platform as a service software.

In December 2021, Workiva acquired AuditNet, a global audit content and services provider.

In February 2023, Workiva announced that President and Chief Operating Officer Julie Iskow would succeed Marty Vanderploeg as CEO, starting April 1.

In June 2024, Workiva acquired Sustain.Life, a carbon accounting software startup, to enhance its sustainability reporting capabilities.

In September 2025, the company launched an agentic AI platform, Workiva AI.

Applications

Workiva's first SaaS product was SEC reporting software designed to enable corporations to automate their SEC filings by using a proprietary system of document tags and linking. The platform also enabled companies to file electronically directly with the SEC, using the business mark-up language XBRL (Extensible Business Reporting Language), required by the SEC. A customer of Workiva's was the first company to file Inline XBRL with the SEC.

The company has since expanded to include other corporate financial and compliance reporting functions, including:

Sarbanes–Oxley reporting and Recovery and Resolution Plans (RRP) - WDesk integrates documentation required for financial statements, risk assessment and forecasts required by the Sarbanes–Oxley Act into a single view.

SEC and ESEF Filing - including EDGAR HTML conversion and XBRL mapping, creating and filing documentation for IPOs, S-1s, 10Ks, 10-Qs, 20-Fs for SEC, as well as the reports needed to meet Investor Relations, mutual fund and European Single Electronic Format reporting in line with the European Securities and Markets Authority ESMA.

CAFR and State and Local Reporting - used by municipal securities issuers or agents for preparing documentation for Continuing Disclosures to the Municipal Securities Rulemaking Board and documentation required of state and local education departments to meet mandated guidelines.

ESG, Sustainability and Corporate Social Responsibility (CSR) - WDesk supports most global reporting frameworks that track CSR including Global Responsibility Index, the Carbon Disclosure Project and the Dow Jones Sustainability Indices.

Internal Reporting - these tasks include compiling management reports, risk assessments, board reports, among others.

Workiva's reporting software was created for executives that want to integrate data from different systems, and desire software that updates automatically.

European companies use Wdesk to comply with European Securities and Markets Authority’s reporting mandates.

Global Legal Entity Identifier (GLEIF) deployed the Workiva platform to create their annual report which was then showcased by ESMA as a paragon for European Single Electronic Format (ESEF)-compliance reporting.

In September 2021, Workiva formed a partnership with Wilson Sonsini (WSGR), a premier legal firm, to automate the generation of the SEC Form S-1. The new application is known as the WS-1 and helps reduce the time needed to prepare IPO statements.

== References ==

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorTechnology industriaTechnology empleados2 887 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$885M
2016-12-31 → 2025-12-31
BPA$-0.47
2019-12-31 → 2025-12-31
Flujo de caja libre$138M
2016-12-31 → 2025-12-31
Margen neto4.9%
2018-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años WK promedio 5A Mediana de Pares Veredicto
P/E (TTM) 85.8promedio 5A ≈-112.5 ≈-112.5 36.2 Sobrevalorado

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 67.7%
Próximo informe Nov 03, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Jul 29, 2026 $0.77 $0.65 17.8%
31 de marzo de 2026 $0.77 $0.67 14.2%
31 de diciembre de 2025 $0.78 $0.71 10.2%
30 de septiembre de 2025 $0.55 $0.40 38.5%
30 de junio de 2025 $0.19 $0.06 236.9%
31 de marzo de 2025 $0.14 $0.07 88.7%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 18
Métrica Tendencia 2025202420232022202120202019201820172016
Revenue $885M$739M$630M$538M$443M$352M$298M$244M$208M$179M
Cost of Revenue $190M$172M$154M$130M$104M$90M$85M$66M$60M$52M
Gross Profit $694M$567M$476M$408M$339M$261M$213M$178M$148M$127M
R&D Expense $215M$193M$173M$152M$116M$95M$90M$82M$68M$57M
SG&A Expense $113M$103M$111M$100M$74M$60M$48M$56M$40M$33M
Operating Expenses $737M$643M$570M$497M$369M$299M$258M$228M$192M$171M
Operating Income $-42M$-77M$-95M$-89M$-29M$-38M$-45M$-50M$-44M$-44M
Interest Expense ··$54M$6M$14M$14M$6M$2M$2M$2M
Interest Income $34M$39M$26M$5M$1M$3M$5M$1M$586.0K·
Other Non-op $-1M$563.0K$-2M$926.0K$3M$-205.0K$-564.0K$513.0K$1M$6.0K
Pretax Income $-22M$-49M$-124M$-89M$-39M$-49M$-47M$-50M$-44M$-44M
Income Tax $4M$6M$3M$2M$-1M$-291.0K$139.0K$247.0K$61.0K$24.0K
Net Income $-26M$-55M$-128M$-91M$-38M$-48M$-47M$-50M$-44M$-44M
EPS (Basic) $-0.47$-0.99$-2.36$-1.72$-0.74$-1.00$-1.03···
EPS (Diluted) $-0.47$-0.99$-2.36$-1.72$-0.74$-1.00$-1.03···
Shares (Basic) 56,272,51755,355,38154,099,75752,954,07951,126,51048,448,16646,302,656···
Shares (Diluted) 56,272,51755,355,38154,099,75752,954,07951,126,51048,448,16646,302,656···
EBITDA $-31M$-66M$-83M$-79M$-24M$-34M$-42M$-46M$-41M$-40M
Balance general 24
Métrica Tendencia 2025202420232022202120202019201820172016
Cash & Equivalents $339M$302M$256M$240M$300M$323M$382M$78M$60M$51M
Receivables $169M$148M$125M$106M$77M$69M$60M$65M$29M$23M
Prepaid Expense $29M$22M$24M$18M$15M$9M$7M$4M$6M$9M
Current Assets $1.16B$1.05B$1.01B$600M$657M$633M$571M$177M$115M$98M
PP&E (Net) ·······$41M$40M$43M
PP&E (Gross) ·······$60M$56M$56M
Accum. Depreciation ·······$18M$16M$13M
Goodwill $206M$197M$112M$110M$35M$0····
Intangibles $22M$27M$23M$28M$10M$2M$2M$1M$1M$1M
Other Non-current Assets $8M$8M$5M$7M$5M$4M$3M$577.0K$861.0K$1M
Total Assets $1.49B$1.37B$1.22B$820M$787M$707M$639M$231M$158M$143M
Accounts Payable $9M$8M$5M$6M$4M$3M$7M$5M$3M$849.0K
Accrued Liabilities $113M$127M$98M$84M$84M$68M$50M$36M$20M$21M
Current Liabilities $742M$592M$484M$407M$646M$282M$232M$192M$129M$100M
Capital Leases $10M$9M$11M$12M$16M$17M$19M$17M$18M$20M
Other Non-current Liabilities $92.0K$227.0K$178.0K$2M$2M$2M$1M$7M$4M$4M
Total Liabilities $1.50B$1.41B$1.31B$814M$714M$643M$585M$241M$175M$146M
Long-term Debt ········$0$73.0K
Total Debt ········$0$73.0K
Paid-in Capital $721M$672M$563M$538M$526M$479M$420M$297M$248M$217M
Retained Earnings $-734M$-708M$-653M$-525M$-452M$-415M$-366M$-307M$-265M$-221M
AOCI $7M$-6M$255.0K$-7M$-288.0K$230.0K$287.0K$98.0K$72.0K$291.0K
Stockholders' Equity $-5M$-42M$-89M$6M$73M$64M$54M$-10M$-17M$-3M
Liabilities + Equity $1.49B$1.37B$1.22B$820M$787M$707M$639M$231M$158M$143M
Flujo de Efectivo 15
Métrica Tendencia 2025202420232022202120202019201820172016
D&A $11M$11M$11M$10M$5M$4M$4M$4M$4M$4M
Stock-based Comp $123M$102M$99M$71M$49M$46M$36M$31M$19M$14M
Deferred Tax $-363.0K$-642.0K$-48.0K$600.0K$-2M$-263.0K$-172.0K$-4.0K$0$-32.0K
Amort. of Intangibles $7M$7M$6M$5M$1M$400.0K$300.0K···
Other Non-cash $33M$30M$89M$21M$36M$32M$39M$22M$27M$16M
Operating Cash Flow $140M$88M$71M$11M$50M$33M$31M$6M$6M$-10M
CapEx $2M$1M$2M$3M$4M$2M$3M$1M$1M$2M
Investing Cash Flow $-35M$-45M$-357M$-68M$-69M$-104M$-90M$-6M$-6M$4M
Stock Repurchased $72M$0$0·······
Net Stock Activity $-72M·········
Financing Cash Flow $-75M$7M$301M$-2M$-3M$11M$363M$17M$10M$-895.0K
Net Change in Cash $37M$46M$17M$-60M$-22M$-59M$304M$17M$9M$-7M
Taxes Paid $5M$6M$3M$1M$-41.0K$679.0K$371.0K$67.0K$42.0K$47.0K
Free Cash Flow $138M$86M$69M$8M$46M$31M$27M$5M$4M$-12M
Levered FCF ··$14M$2M$33M$17M$21M$3M$2M$-14M
Rentabilidad 8
Métrica Tendencia 2025202420232022202120202019201820172016
Gross Margin 78.5%76.7%75.5%75.8%76.6%74.4%71.5%73.0%··
Operating Margin -4.8%-10.4%-15.0%-16.5%-6.6%-10.8%-15.3%-20.4%··
Net Margin -3.0%-7.4%-20.2%-16.9%-8.5%-13.8%-16.2%-20.5%··
Pretax Margin -2.5%-6.7%-19.7%-16.6%-8.8%-13.9%-16.1%-20.4%··
EBITDA Margin -3.6%-8.9%-13.2%-14.6%-5.4%-9.5%-14.0%-18.8%··
ROA -1.8%-4.2%-12.5%-11.3%-5.1%-7.2%-11.0%-25.8%-29.5%-30.6%
ROE 72.7%119.0%125.6%-36895.3%-52.7%-72.7%-71.1%454.6%442.9%-389.3%
ROIC 911.5%204.4%108.7%-1516.1%-38.8%-58.5%-70.2%513.7%262.0%1428.6%
Liquidez y Solvencia 5
Métrica Tendencia 2025202420232022202120202019201820172016
Current Ratio 1.61.82.11.51.02.22.50.90.91.0
Quick Ratio 0.70.80.80.90.61.41.90.70.70.7
Debt / Equity ········0.0-0.0
LT Debt / Equity ········0.0-0.0
Interest Coverage ··-1.8-14.7-2.1-2.7-7.2-27.3-24.0-23.2
Eficiencia 2
Métrica Tendencia 2025202420232022202120202019201820172016
Asset Turnover 0.60.60.60.70.60.50.71.3··
Receivables Turnover 5.65.45.45.96.15.44.84.4··
Por Acción 3
Métrica Tendencia 2025202420232022202120202019201820172016
Revenue / Share $15.72$13.34$11.65$10.16$8.67·····
Cash Flow / Share $2.49$1.58$1.31$0.21$0.97·····
EPS (TTM) $-0.47$-0.99$-2.36$-1.72$-0.74$-1.00$-1.03···
Tasas de Crecimiento 3
Métrica Tendencia 2025202420232022202120202019201820172016
Revenue YoY 19.8%17.2%17.1%21.3%26.1%·····
Revenue CAGR 3Y 18.0%18.6%21.5%·······
Revenue CAGR 5Y 20.3%·········
Valoración (TTM) 4
Métrica Tendencia 2025202420232022202120202019201820172016
Revenue TTM $885M$739M$630M$538M$443M$352M$298M$244M$208M$179M
Net Income TTM $-26M$-55M$-128M$-91M$-38M$-48M$-47M$-50M$-44M$-44M
P/E -183.5-110.6-43.0-48.8-176.3-91.6-40.8···
Earnings Yield -0.54%-0.90%-2.3%-2.1%-0.57%-1.1%-2.5%···

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $885M $739M $630M $538M $443M
Margen Bruto % 78.5% 76.7% 75.5% 75.8% 76.6%
Margen Operativo % -4.8% -10.4% -15.0% -16.5% -6.6%
Beneficio neto $-26M $-55M $-128M $-91M $-38M
EPS Diluido $-0.47 $-0.99 $-2.36 $-1.72 $-0.74

Propietarios institucionales (13F) 331 declarantes · $3.1B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 331
Valor en tenencia $3.1B
Nuevas posiciones 65
Posiciones cerradas 66
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
65 (+14 vs trimestre anterior) 66 (-5 vs trimestre anterior) 118 (+1 vs trimestre anterior) 84 (-23 vs trimestre anterior) +414K

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD GROUP INC $539 838 836 6 259 001 17,54% Acciones
BlackRock, Inc. $267 168 330 5 507 490 8,68% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $196 288 536 4 046 352 6,38% Acciones
Jericho Capital Asset Management L.P. $168 936 802 3 482 515 5,49% Acciones
EMINENCE CAPITAL, LP $150 260 981 2 519 889 4,88% Acciones
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $125 064 019 2 578 108 4,06% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $110 944 941 2 287 053 3,61% Acciones
FMR LLC $82 323 673 1 697 045 2,68% Acciones
STATE STREET CORP $71 578 736 1 475 546 2,33% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $68 904 865 1 420 426 2,24% Acciones
GEODE CAPITAL MANAGEMENT, LLC $62 792 012 1 294 139 2,04% Acciones
EDMOND DE ROTHSCHILD HOLDING S.A. $61 519 994 1 268 192 2,00% Acciones
Squarepoint Ops LLC $60 511 374 1 247 400 1,97% Acciones
FIRST TRUST ADVISORS LP $54 645 302 1 126 475 1,78% Acciones
FULLER & THALER ASSET MANAGEMENT, INC. $45 768 471 943 485 1,49% Acciones
Topline Capital Management, LLC $42 257 110 871 101 1,37% Acciones
MAIRS & POWER INC $40 238 608 829 491 1,31% Acciones
BANK OF AMERICA CORP /DE/ $39 010 966 804 184 1,27% Acciones
UBS Group AG $38 209 096 787 654 1,24% Acciones
AQR CAPITAL MANAGEMENT LLC $34 597 963 713 213 1,12% Acciones
Qube Research & Technologies Ltd $33 944 048 699 733 1,10% Acciones
GOLDMAN SACHS GROUP INC $32 487 875 669 715 1,06% Acciones
Irenic Capital Management LP $26 778 005 552 010 0,87% Acciones
TimesSquare Capital Management, LLC $26 616 745 446 365 0,87% Acciones
NORTHERN TRUST CORP $25 610 223 527 937 0,83% Acciones
MORGAN STANLEY $25 546 919 526 630 0,83% Acciones
LOOMIS SAYLES & CO L P $23 641 688 487 357 0,77% Acciones
Conestoga Capital Advisors, LLC $22 675 126 467 432 0,74% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $21 207 117 437 170 0,69% Acciones
RIVERBRIDGE PARTNERS LLC $21 164 128 436 284 0,69% Acciones
VANGUARD FIDUCIARY TRUST CO $18 133 814 373 816 0,59% Acciones
CITADEL ADVISORS LLC $16 975 443 349 937 0,55% Acciones
MARSHALL WACE, LLP $16 080 241 331 483 0,52% Acciones
TWO SIGMA INVESTMENTS, LP $15 543 623 320 421 0,51% Acciones
Nuveen, LLC $15 453 976 318 573 0,50% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $13 807 304 284 628 0,45% Acciones
AXA Investment Managers S.A. $13 178 676 153 098 0,43% Acciones
COMERICA BANK $13 051 132 151 317 0,42% Acciones
Ranger Investment Management, L.P. $12 949 502 266 945 0,42% Acciones
Tetragon Partners GP Ltd $12 127 500 250 000 0,39% Acciones
Russell Investments Group, Ltd. $11 844 735 243 581 0,38% Acciones
JANUS HENDERSON GROUP PLC $10 325 980 173 155 0,34% Acciones
Bank of New York Mellon Corp $10 241 663 211 125 0,33% Acciones
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $10 055 153 207 280 0,33% Acciones
Man Group plc $9 450 379 194 813 0,31% Acciones
ROYAL BANK OF CANADA $9 118 000 187 975 0,30% Acciones
FEDERATED HERMES, INC. $8 539 022 176 026 0,28% Acciones
JPMORGAN CHASE & CO $8 161 567 164 697 0,27% Acciones
Impax Asset Management Group plc $7 862 792 162 086 0,26% Acciones
Connor, Clark & Lunn Investment Management Ltd. $7 800 068 160 793 0,25% Acciones

Mostrar todos los 331 propietarios institucionales →

Informantes de la empresa 25 insiders · 13 directivos · 10 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Julie Iskow President & CEO 3 de abril de 2026 F 460 530 0 0 $0
Barbara A Larson EVP, CFO & Treasurer 2 de febrero de 2026 A 141 103 0 0 $0
Jill Klindt EVP, CFO & Treasurer 23 de mayo de 2025 S 107 581 0 0 $0
Stuart J Miller Executive VP & CFO 3 de febrero de 2021 F 337 648 0 0 $0
Junko Swain SVP, Chief Accounting Officer 1 de septiembre de 2026 F 28 830 0 0 $0
Brandon Ziegler EVP, CLO, CAO & Corp Secretary 20 de agosto de 2026 S 126 216 0 1 $-499 199
Michael D. Hawkins EVP, Sales 13 de marzo de 2025 S 52 306 0 0 $0
Mithun Banarjee Chief Customer Officer 1 de septiembre de 2022 F 160 551 0 0 $0
Jeff D Trom Executive VP & CTO 1 de septiembre de 2022 F 290 907 0 0 $0
Scott G. Ryan EVP and Chief Revenue Officer 3 de febrero de 2020 F 248 711 0 0 $0
Troy M. Calkins EVP, CLO & Corp Secretary 3 de febrero de 2020 F 288 649 0 0 $0
Joseph H. Howell Executive VP 5 de febrero de 2018 F 20 673 0 0 $0
Michael S. Sellberg Executive VP & CPO 6 de febrero de 2017 F 85 237 0 0 $0
Martin J. Vanderploeg Consejero 15 de septiembre de 2026 G 437 105 0 0 $0
Robert H Herz Consejero 4 de junio de 2026 S 37 372 0 3 $-263 695
Astha Malik Consejero 1 de junio de 2026 A 7 288 0 0 $0
Richard Scott Herren Consejero 1 de junio de 2026 A 4 947 0 0 $0
Michael M Crow Consejero 1 de junio de 2026 A 7 288 0 0 $0
Suku V. Radia Consejero 1 de junio de 2026 A 15 643 0 0 $0
Mark S Peek Consejero 1 de junio de 2026 A 6 070 0 0 $0
Brigid A Bonner Consejero 30 de mayo de 2024 A 21 588 0 0 $0
Eugene S Katz Consejero 13 de noviembre de 2020 G 91 586 0 0 $0
Matthew M Rizai Propietario del 10% 17 de mayo de 2019 S 41 585 0 0 $0
David S Mulcahy · 10 de diciembre de 2025 S 240 373 0 2 $-180 667
Jerome M Behar · 31 de agosto de 2016 S 4 257 925 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 35 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
ABLS · Abacus FCF ETF Trust 1,93% 150 NS 31 de julio de 2026 N-PORT
RCGE · EA Series Trust 0,63% 10 608 NS 31 de julio de 2026 N-PORT
HAPS · Harbor ETF Trust 0,59% 16 897 NS 31 de julio de 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,30% 25 605 SH 19 de agosto de 2026 Diario
IWO · iShares Trust 0,24% 489 637 SH 11 de septiembre de 2026 Diario
VTWG · VANGUARD SCOTTSDALE FUNDS 0,15% 55 809 SH 19 de agosto de 2026 Diario
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 14 806 NS 31 de julio de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,13% 1 952 NS 31 de julio de 2026 N-PORT
IGV · iShares Trust 0,13% 240 332 SH 11 de septiembre de 2026 Diario
ESML · iShares Trust 0,12% 48 846 SH 11 de septiembre de 2026 Diario
ISCG · iShares Trust 0,12% 16 605 SH 11 de septiembre de 2026 Diario
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 14 295 NS 31 de julio de 2026 N-PORT
IWM · iShares Trust 0,12% 1 331 555 SH 11 de septiembre de 2026 Diario
RSSL · Global X Funds 0,10% 24 922 NS 31 de julio de 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,08% 299 517 SH 19 de agosto de 2026 Diario
VBK · VANGUARD INDEX FUNDS 0,07% 666 280 SH 19 de agosto de 2026 Diario
FTEC · FIDELITY COVINGTON TRUST 0,05% 158 206 NS 31 de julio de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,04% 16 893 SH 1 de octubre de 2026 Diario
VGT · VANGUARD WORLD FUND 0,04% 1 239 186 SH 19 de agosto de 2026 Diario
WSML · iShares Trust 0,03% 3 039 SH 11 de septiembre de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,03% 603 069 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,03% 1 141 308 SH 19 de agosto de 2026 Diario
TECB · iShares Trust 0,02% 1 628 SH 11 de septiembre de 2026 Diario
IGM · iShares Trust 0,02% 24 698 SH 11 de septiembre de 2026 Diario
OMFS · Invesco Exchange-Traded Self-Indexe… 0,01% 539 SH 1 de octubre de 2026 Diario
NUSC · Nushares ETF Trust 0,01% 2 590 NS 31 de julio de 2026 N-PORT
ITOT · iShares Trust 0,01% 68 040 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,00% 13 420 SH 10 de septiembre de 2026 Diario
TILT · FlexShares Trust 0,00% 474 NS 31 de julio de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 1 592 068 SH 19 de agosto de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 40 869 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 4 271 SH 19 de agosto de 2026 Diario
ESGV · VANGUARD WORLD FUND 0,00% 11 538 SH 19 de agosto de 2026 Diario
ISCB · iShares Trust · 2 361 SH 11 de septiembre de 2026 Diario
SMLF · iShares Trust · 113 466 SH 11 de septiembre de 2026 Diario

WK Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 20 analistas COMPRA
Objetivo mediano $90.00 +26,4%
10 50,0% Compra fuerte
9 45,0% Compra
1 5,0% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

10 analistas · 2026-10-03

Objetivo medio $89.80 +26,1%

← Por Debajo de Todos los Objetivos Precio Actual $71.23
Mín$80.00 Media$89.80 Máx$105.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
WK · -183.5 19.8% -3.0% 72.7% 78.5%
LIF $5.09B 36.2 31.8% 30.8% 33.0% 77.8%
FRSH $3.47B 19.4 16.4% 21.9% 18.2% 85.0%
CLSK · · · · · ·
AVPT $2.99B 92.6 26.9% 8.3% 7.5% 74.1%
SPSC $3.34B 36.2 17.8% 12.4% 9.7% 69.2%
BRZE · -17.7 24.4% -17.8% -21.5% 67.2%
AGYS $2.00B 51.9 15.8% 12.2% 12.4% 62.6%
INTA $1.93B -48.5 14.6% -7.1% -11.3% 75.8%
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Ago 4, 2026