WK Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

03
Harga $71.23
P/E (TTM) 85.8
EPS (TTM) $0.83
Pendapatan (TTM) $966M
ROE (TTM) -57.5%
Rentang 52M $43–$97

WK Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

04
rentang
batang

Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.

Tentang Workiva Inc. Class A Common Stock Tinjauan perusahaan dari 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 ==

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

sektorTechnology industriTechnology karyawan2.887 negaraUS

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

06
Pendapatan$885M
2016-12-31 → 2025-12-31
EPS$-0.47
2019-12-31 → 2025-12-31
Arus Kas Bebas$138M
2016-12-31 → 2025-12-31
Margin bersih4.9%
2018-12-31 → 2025-12-31
Valuasi & Rasio 07–12

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik Tren 5 Tahun WK rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) 85.8rata-rata 5T ≈-112.5 ≈-112.5 36.2 Terlalu mahal

Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.

nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

14
Kejutan Rata-rata 67.7%
Laporan Berikutnya Nov 03, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 Jul 29, 2026 $0.77 $0.65 17.8%
31 Maret 2026 $0.77 $0.67 14.2%
31 Des. 2025 $0.78 $0.71 10.2%
30 Sep. 2025 $0.55 $0.40 38.5%
30 Juni 2025 $0.19 $0.06 236.9%
31 Maret 2025 $0.14 $0.07 88.7%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

15
Laporan Laba Rugi 18
Metrik Tren 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
Neraca 24
Metrik Tren 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
Arus Kas 15
Metrik Tren 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
Profitabilitas 8
Metrik Tren 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%
Likuiditas & Solvabilitas 5
Metrik Tren 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
Efisiensi 2
Metrik Tren 2025202420232022202120202019201820172016
Asset Turnover 0.60.60.60.70.60.50.71.3··
Receivables Turnover 5.65.45.45.96.15.44.84.4··
Per Saham 3
Metrik Tren 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···
Tingkat Pertumbuhan 3
Metrik Tren 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%·········
Valuasi (TTM) 4
Metrik Tren 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%···

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

16
Metrik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $885M $739M $630M $538M $443M
Margin Kotor % 78.5% 76.7% 75.5% 75.8% 76.6%
Margin Operasi % -4.8% -10.4% -15.0% -16.5% -6.6%
Laba Bersih $-26M $-55M $-128M $-91M $-38M
EPS Dilusian $-0.47 $-0.99 $-2.36 $-1.72 $-0.74

Pemilik institusional (13F) 332 pengaju · $3.1B total · Per tanggal 30 Sep. 2026

17

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Pemegang 332
Nilai yang dipegang $3.1B
Posisi baru 65
Posisi yang keluar 66
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
65 (+14 vs Kuartal sebelumnya) 66 (-5 vs Kuartal sebelumnya) 118 (+1 vs Kuartal sebelumnya) 84 (-23 vs Kuartal sebelumnya) +414K

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD GROUP INC $539.838.836 6.259.001 17,54% Saham
BlackRock, Inc. $267.168.330 5.507.490 8,68% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $196.288.536 4.046.352 6,38% Saham
Jericho Capital Asset Management L.P. $168.936.802 3.482.515 5,49% Saham
EMINENCE CAPITAL, LP $150.260.981 2.519.889 4,88% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $125.064.019 2.578.108 4,06% Saham
VANGUARD CAPITAL MANAGEMENT LLC $110.944.941 2.287.053 3,61% Saham
FMR LLC $82.323.673 1.697.045 2,68% Saham
STATE STREET CORP $71.578.736 1.475.546 2,33% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $68.904.865 1.420.426 2,24% Saham
GEODE CAPITAL MANAGEMENT, LLC $62.792.012 1.294.139 2,04% Saham
EDMOND DE ROTHSCHILD HOLDING S.A. $61.519.994 1.268.192 2,00% Saham
Squarepoint Ops LLC $60.511.374 1.247.400 1,97% Saham
FIRST TRUST ADVISORS LP $54.645.302 1.126.475 1,78% Saham
FULLER & THALER ASSET MANAGEMENT, INC. $45.768.471 943.485 1,49% Saham
Topline Capital Management, LLC $42.257.110 871.101 1,37% Saham
MAIRS & POWER INC $40.238.608 829.491 1,31% Saham
BANK OF AMERICA CORP /DE/ $39.010.966 804.184 1,27% Saham
UBS Group AG $38.209.096 787.654 1,24% Saham
AQR CAPITAL MANAGEMENT LLC $34.597.963 713.213 1,12% Saham
Qube Research & Technologies Ltd $33.944.048 699.733 1,10% Saham
GOLDMAN SACHS GROUP INC $32.487.875 669.715 1,06% Saham
Irenic Capital Management LP $26.778.005 552.010 0,87% Saham
TimesSquare Capital Management, LLC $26.616.745 446.365 0,87% Saham
NORTHERN TRUST CORP $25.610.223 527.937 0,83% Saham
MORGAN STANLEY $25.546.919 526.630 0,83% Saham
LOOMIS SAYLES & CO L P $23.641.688 487.357 0,77% Saham
Conestoga Capital Advisors, LLC $22.675.126 467.432 0,74% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $21.207.117 437.170 0,69% Saham
RIVERBRIDGE PARTNERS LLC $21.164.128 436.284 0,69% Saham
VANGUARD FIDUCIARY TRUST CO $18.133.814 373.816 0,59% Saham
CITADEL ADVISORS LLC $16.975.443 349.937 0,55% Saham
MARSHALL WACE, LLP $16.080.241 331.483 0,52% Saham
TWO SIGMA INVESTMENTS, LP $15.543.623 320.421 0,51% Saham
Nuveen, LLC $15.453.976 318.573 0,50% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $13.807.304 284.628 0,45% Saham
AXA Investment Managers S.A. $13.178.676 153.098 0,43% Saham
COMERICA BANK $13.051.132 151.317 0,42% Saham
Ranger Investment Management, L.P. $12.949.502 266.945 0,42% Saham
Tetragon Partners GP Ltd $12.127.500 250.000 0,39% Saham
Russell Investments Group, Ltd. $11.844.735 243.581 0,38% Saham
JANUS HENDERSON GROUP PLC $10.325.980 173.155 0,34% Saham
Bank of New York Mellon Corp $10.241.663 211.125 0,33% Saham
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $10.055.153 207.280 0,33% Saham
Man Group plc $9.450.379 194.813 0,31% Saham
ROYAL BANK OF CANADA $9.118.000 187.975 0,30% Saham
FEDERATED HERMES, INC. $8.539.022 176.026 0,28% Saham
JPMORGAN CHASE & CO $8.161.567 164.697 0,27% Saham
Impax Asset Management Group plc $7.862.792 162.086 0,26% Saham
Connor, Clark & Lunn Investment Management Ltd. $7.800.068 160.793 0,25% Saham

Tampilkan semua 332 pemilik institusional →

Orang dalam perusahaan 25 orang dalam · 13 pejabat · 10 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Julie Iskow President & CEO 3 April 2026 F 460.530 0 0 $0
Barbara A Larson EVP, CFO & Treasurer 2 Feb. 2026 A 141.103 0 0 $0
Jill Klindt EVP, CFO & Treasurer 23 Mei 2025 S 107.581 0 0 $0
Stuart J Miller Executive VP & CFO 3 Feb. 2021 F 337.648 0 0 $0
Junko Swain SVP, Chief Accounting Officer 1 Sep. 2026 F 28.830 0 0 $0
Brandon Ziegler EVP, CLO, CAO & Corp Secretary 20 Agu 2026 S 126.216 0 1 $-499.199
Michael D. Hawkins EVP, Sales 13 Maret 2025 S 52.306 0 0 $0
Mithun Banarjee Chief Customer Officer 1 Sep. 2022 F 160.551 0 0 $0
Jeff D Trom Executive VP & CTO 1 Sep. 2022 F 290.907 0 0 $0
Scott G. Ryan EVP and Chief Revenue Officer 3 Feb. 2020 F 248.711 0 0 $0
Troy M. Calkins EVP, CLO & Corp Secretary 3 Feb. 2020 F 288.649 0 0 $0
Joseph H. Howell Executive VP 5 Feb. 2018 F 20.673 0 0 $0
Michael S. Sellberg Executive VP & CPO 6 Feb. 2017 F 85.237 0 0 $0
Martin J. Vanderploeg Direktur 15 Sep. 2026 G 437.105 0 0 $0
Robert H Herz Direktur 4 Juni 2026 S 37.372 0 3 $-263.695
Astha Malik Direktur 1 Juni 2026 A 7.288 0 0 $0
Richard Scott Herren Direktur 1 Juni 2026 A 4.947 0 0 $0
Michael M Crow Direktur 1 Juni 2026 A 7.288 0 0 $0
Suku V. Radia Direktur 1 Juni 2026 A 15.643 0 0 $0
Mark S Peek Direktur 1 Juni 2026 A 6.070 0 0 $0
Brigid A Bonner Direktur 30 Mei 2024 A 21.588 0 0 $0
Eugene S Katz Direktur 13 Nov. 2020 G 91.586 0 0 $0
Matthew M Rizai Pemilik 10% 17 Mei 2019 S 41.585 0 0 $0
David S Mulcahy · 10 Des. 2025 S 240.373 0 2 $-180.667
Jerome M Behar · 31 Agu 2016 S 4.257.925 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 35 ETF

20

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
ABLS · Abacus FCF ETF Trust 1,93% 150 NS 31 Juli 2026 N-PORT
RCGE · EA Series Trust 0,63% 10.608 NS 31 Juli 2026 N-PORT
HAPS · Harbor ETF Trust 0,59% 16.897 NS 31 Juli 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,30% 25.605 SH 19 Agu 2026 Harian
IWO · iShares Trust 0,24% 489.637 SH 11 Sep. 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 0,15% 55.809 SH 19 Agu 2026 Harian
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 14.806 NS 31 Juli 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,13% 1.952 NS 31 Juli 2026 N-PORT
IGV · iShares Trust 0,13% 240.332 SH 11 Sep. 2026 Harian
ESML · iShares Trust 0,12% 48.846 SH 11 Sep. 2026 Harian
ISCG · iShares Trust 0,12% 16.605 SH 11 Sep. 2026 Harian
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 14.295 NS 31 Juli 2026 N-PORT
IWM · iShares Trust 0,12% 1.331.555 SH 11 Sep. 2026 Harian
RSSL · Global X Funds 0,10% 24.922 NS 31 Juli 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,08% 299.517 SH 19 Agu 2026 Harian
VBK · VANGUARD INDEX FUNDS 0,07% 666.280 SH 19 Agu 2026 Harian
FTEC · FIDELITY COVINGTON TRUST 0,05% 158.206 NS 31 Juli 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,04% 16.893 SH 1 Okt. 2026 Harian
VGT · VANGUARD WORLD FUND 0,04% 1.239.186 SH 19 Agu 2026 Harian
WSML · iShares Trust 0,03% 3.039 SH 11 Sep. 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,03% 603.069 SH 19 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,03% 1.141.308 SH 19 Agu 2026 Harian
TECB · iShares Trust 0,02% 1.628 SH 11 Sep. 2026 Harian
IGM · iShares Trust 0,02% 24.698 SH 11 Sep. 2026 Harian
OMFS · Invesco Exchange-Traded Self-Indexe… 0,01% 539 SH 1 Okt. 2026 Harian
NUSC · Nushares ETF Trust 0,01% 2.590 NS 31 Juli 2026 N-PORT
ITOT · iShares Trust 0,01% 68.040 SH 11 Sep. 2026 Harian
IWV · iShares Trust 0,00% 13.420 SH 10 Sep. 2026 Harian
TILT · FlexShares Trust 0,00% 474 NS 31 Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 1.592.068 SH 19 Agu 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 40.869 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 4.271 SH 19 Agu 2026 Harian
ESGV · VANGUARD WORLD FUND 0,00% 11.538 SH 19 Agu 2026 Harian
ISCB · iShares Trust · 2.361 SH 11 Sep. 2026 Harian
SMLF · iShares Trust · 113.466 SH 11 Sep. 2026 Harian

WK Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

21
peringkat · 20 analis BELI
Target median $90.00 +26,4%
10 50,0% Beli Kuat
9 45,0% Beli
1 5,0% Tahan
0 0,0% Jual
0 0,0% Jual Kuat

Target Harga 12 Bulan

10 analis · 2026-10-03

Target rata-rata $89.80 +26,1%

← Di bawah semua target Harga saat ini $71.23
Rendah$80.00 Rata-rata$89.80 Tinggi$105.00

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

22

Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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%

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

23

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26

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Sumber: SEC 10-Q diajukan Agu 4, 2026