WK Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $71.23
P/E (TTM) 85.8
EPS (TTM) $0.83
Ricavi (TTM) $966M
ROE (TTM) -57.5%
Intervallo 52 sett. $43–$97

WK Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
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La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su Workiva Inc. Class A Common Stock Panoramica della società da 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 ==

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaTechnology dipendenti2.887 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$885M
2016-12-31 → 2025-12-31
EPS$-0.47
2019-12-31 → 2025-12-31
Flusso di cassa libero$138M
2016-12-31 → 2025-12-31
Margine netto4.9%
2018-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni WK media 5 anni Mediana dei peer Verdetto
P/E (TTM) 85.8media 5 anni ≈-112.5 ≈-112.5 36.2 Sopravvalutato

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 67.7%
Prossimo report Nov 03, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 29, 2026 $0.77 $0.65 17.8%
31 Marzo 2026 $0.77 $0.67 14.2%
31 Dicembre 2025 $0.78 $0.71 10.2%
30 Settembre 2025 $0.55 $0.40 38.5%
30 Giugno 2025 $0.19 $0.06 236.9%
31 Marzo 2025 $0.14 $0.07 88.7%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 18
Metrica Tendenza 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
Stato Patrimoniale 24
Metrica Tendenza 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
Flusso di cassa 15
Metrica Tendenza 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
Redditività 8
Metrica Tendenza 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%
Liquidità e Solvibilità 5
Metrica Tendenza 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
Efficienza 2
Metrica Tendenza 2025202420232022202120202019201820172016
Asset Turnover 0.60.60.60.70.60.50.71.3··
Receivables Turnover 5.65.45.45.96.15.44.84.4··
Per Azione 3
Metrica Tendenza 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···
Tassi di Crescita 3
Metrica Tendenza 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%·········
Valutazione (TTM) 4
Metrica Tendenza 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%···

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $885M $739M $630M $538M $443M
Margine Lordo % 78.5% 76.7% 75.5% 75.8% 76.6%
Margine Operativo % -4.8% -10.4% -15.0% -16.5% -6.6%
Utile netto $-26M $-55M $-128M $-91M $-38M
EPS Diluito $-0.47 $-0.99 $-2.36 $-1.72 $-0.74

Proprietari istituzionali (13F) 331 filer · $3.1B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 331
Valore detenuto $3.1B
Nuove posizioni 65
Posizioni chiuse 66
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
65 (+14 vs trimestre precedente) 66 (-5 vs trimestre precedente) 118 (+1 vs trimestre precedente) 84 (-23 vs trimestre precedente) +414K

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

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

Mostra tutti i 331 proprietari istituzionali →

Insider aziendali 25 insider · 13 dirigenti · 10 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Julie Iskow President & CEO 03 Aprile 2026 F 460.530 0 0 $0
Barbara A Larson EVP, CFO & Treasurer 02 Febbraio 2026 A 141.103 0 0 $0
Jill Klindt EVP, CFO & Treasurer 23 Maggio 2025 S 107.581 0 0 $0
Stuart J Miller Executive VP & CFO 03 Febbraio 2021 F 337.648 0 0 $0
Junko Swain SVP, Chief Accounting Officer 01 Settembre 2026 F 28.830 0 0 $0
Brandon Ziegler EVP, CLO, CAO & Corp Secretary 20 Agosto 2026 S 126.216 0 1 $-499.199
Michael D. Hawkins EVP, Sales 13 Marzo 2025 S 52.306 0 0 $0
Mithun Banarjee Chief Customer Officer 01 Settembre 2022 F 160.551 0 0 $0
Jeff D Trom Executive VP & CTO 01 Settembre 2022 F 290.907 0 0 $0
Scott G. Ryan EVP and Chief Revenue Officer 03 Febbraio 2020 F 248.711 0 0 $0
Troy M. Calkins EVP, CLO & Corp Secretary 03 Febbraio 2020 F 288.649 0 0 $0
Joseph H. Howell Executive VP 05 Febbraio 2018 F 20.673 0 0 $0
Michael S. Sellberg Executive VP & CPO 06 Febbraio 2017 F 85.237 0 0 $0
Martin J. Vanderploeg Direttore 15 Settembre 2026 G 437.105 0 0 $0
Robert H Herz Direttore 04 Giugno 2026 S 37.372 0 3 $-263.695
Astha Malik Direttore 01 Giugno 2026 A 7.288 0 0 $0
Richard Scott Herren Direttore 01 Giugno 2026 A 4.947 0 0 $0
Michael M Crow Direttore 01 Giugno 2026 A 7.288 0 0 $0
Suku V. Radia Direttore 01 Giugno 2026 A 15.643 0 0 $0
Mark S Peek Direttore 01 Giugno 2026 A 6.070 0 0 $0
Brigid A Bonner Direttore 30 Maggio 2024 A 21.588 0 0 $0
Eugene S Katz Direttore 13 Novembre 2020 G 91.586 0 0 $0
Matthew M Rizai Proprietario del 10% 17 Maggio 2019 S 41.585 0 0 $0
David S Mulcahy · 10 Dicembre 2025 S 240.373 0 2 $-180.667
Jerome M Behar · 31 Agosto 2016 S 4.257.925 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 35 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

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

WK Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 20 analisti COMPRA
Target mediano $90.00 +26,4%
10 50,0% Acquisto forte
9 45,0% Compra
1 5,0% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

10 analisti · 2026-10-03

Target medio $89.80 +26,1%

← Sotto tutti i target Prezzo attuale $71.23
Basso$80.00 Media$89.80 Alto$105.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
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%

Ultime notizie Notizie recenti che menzionano questa società

23

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26

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Fonte: SEC 10-Q depositato Ago 4, 2026