WK Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas

03
Preço $71.23
P/E (TTM) 85.8
EPS (TTM) $0.83
Receita (TTM) $966M
ROE (TTM) -57.5%
Intervalo 52 Semanas $43–$97

WK Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização

04
intervalo
barras

A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.

Sobre Workiva Inc. Class A Common Stock Visão geral da empresa 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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorTechnology indústriaTechnology funcionários2.887 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$885M
2016-12-31 → 2025-12-31
EPS$-0.47
2019-12-31 → 2025-12-31
Fluxo de caixa livre$138M
2016-12-31 → 2025-12-31
Margem líquida4.9%
2018-12-31 → 2025-12-31
Avaliação e Proporções 07–12

Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?

Métrica Tendência de 5 anos WK média 5A Mediana de Pares Veredito
P/E (TTM) 85.8média 5A ≈-112.5 ≈-112.5 36.2 Sobreavaliado

A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.

valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana

Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados

14
Surpresa Média 67.7%
Próximo relatório Nov 03, 2026
PeríodoRelatórioEPS ActualEPS est.Surpresa
30 de Junho de 2026 Jul 29, 2026 $0.77 $0.65 17.8%
31 de Março de 2026 $0.77 $0.67 14.2%
31 de Dezembro de 2025 $0.78 $0.71 10.2%
30 de Setembro de 2025 $0.55 $0.40 38.5%
30 de Junho de 2025 $0.19 $0.06 236.9%
31 de Março de 2025 $0.14 $0.07 88.7%

Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa

15
Demonstração de Resultados 18
Métrica Tendência 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
Balanço Patrimonial 24
Métrica Tendência 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
Fluxo de Caixa 15
Métrica Tendência 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
Lucratividade 8
Métrica Tendência 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 e Solvência 5
Métrica Tendência 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
Eficiência 2
Métrica Tendência 2025202420232022202120202019201820172016
Asset Turnover 0.60.60.60.70.60.50.71.3··
Receivables Turnover 5.65.45.45.96.15.44.84.4··
Por Ação 3
Métrica Tendência 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···
Taxas de Crescimento 3
Métrica Tendência 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%·········
Avaliação (TTM) 4
Métrica Tendência 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 mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Receita $885M $739M $630M $538M $443M
Margem Bruta % 78.5% 76.7% 75.5% 75.8% 76.6%
Margem Operacional % -4.8% -10.4% -15.0% -16.5% -6.6%
Lucro líquido $-26M $-55M $-128M $-91M $-38M
EPS Diluído $-0.47 $-0.99 $-2.36 $-1.72 $-0.74

Investidores institucionais (13F) 331 declarantes · $3.1B total · Em 30 de Setembro de 2026

17

Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.

Detentores 331
Valor detido $3.1B
Novas posições 65
Posições encerradas 66
Atividade institucional — Q2 2026 vs trimestre anterior
Novas posições Posições encerradas Aumentou Diminuído Variação líquida de ações
65 (+14 vs trimestre anterior) 66 (-5 vs trimestre anterior) 118 (+1 vs trimestre anterior) 84 (-23 vs trimestre anterior) +414K

Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.

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

Mostrar todos os 331 proprietários institucionais →

Executivos da empresa 25 insiders · 13 diretores · 10 conselheiros

19
Investidor com informação privilegiada Função Última atividade Ações detidas Compras 12m Vendas 12m Líquido 12m
Julie Iskow President & CEO 3 de Abril de 2026 F 460.530 0 0 $0
Barbara A Larson EVP, CFO & Treasurer 2 de Fevereiro de 2026 A 141.103 0 0 $0
Jill Klindt EVP, CFO & Treasurer 23 de Maio de 2025 S 107.581 0 0 $0
Stuart J Miller Executive VP & CFO 3 de Fevereiro de 2021 F 337.648 0 0 $0
Junko Swain SVP, Chief Accounting Officer 1 de Setembro 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 Março de 2025 S 52.306 0 0 $0
Mithun Banarjee Chief Customer Officer 1 de Setembro de 2022 F 160.551 0 0 $0
Jeff D Trom Executive VP & CTO 1 de Setembro de 2022 F 290.907 0 0 $0
Scott G. Ryan EVP and Chief Revenue Officer 3 de Fevereiro de 2020 F 248.711 0 0 $0
Troy M. Calkins EVP, CLO & Corp Secretary 3 de Fevereiro de 2020 F 288.649 0 0 $0
Joseph H. Howell Executive VP 5 de Fevereiro de 2018 F 20.673 0 0 $0
Michael S. Sellberg Executive VP & CPO 6 de Fevereiro de 2017 F 85.237 0 0 $0
Martin J. Vanderploeg Conselheiro 15 de Setembro de 2026 G 437.105 0 0 $0
Robert H Herz Conselheiro 4 de Junho de 2026 S 37.372 0 3 $-263.695
Astha Malik Conselheiro 1 de Junho de 2026 A 7.288 0 0 $0
Richard Scott Herren Conselheiro 1 de Junho de 2026 A 4.947 0 0 $0
Michael M Crow Conselheiro 1 de Junho de 2026 A 7.288 0 0 $0
Suku V. Radia Conselheiro 1 de Junho de 2026 A 15.643 0 0 $0
Mark S Peek Conselheiro 1 de Junho de 2026 A 6.070 0 0 $0
Brigid A Bonner Conselheiro 30 de Maio de 2024 A 21.588 0 0 $0
Eugene S Katz Conselheiro 13 de Novembro de 2020 G 91.586 0 0 $0
Matthew M Rizai Detentor de 10% 17 de Maio de 2019 S 41.585 0 0 $0
David S Mulcahy · 10 de Dezembro de 2025 S 240.373 0 2 $-180.667
Jerome M Behar · 31 de Agosto de 2016 S 4.257.925 0 0 $0

Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto

Participação em ETFs Detido por 35 ETFs

20

O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.

Fundo Peso Unidades Em Fonte
ABLS · Abacus FCF ETF Trust 1,93% 150 NS 31 de Julho de 2026 N-PORT
RCGE · EA Series Trust 0,63% 10.608 NS 31 de Julho de 2026 N-PORT
HAPS · Harbor ETF Trust 0,59% 16.897 NS 31 de Julho de 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,30% 25.605 SH 19 de Agosto de 2026 Diário
IWO · iShares Trust 0,24% 489.637 SH 11 de Setembro de 2026 Diário
VTWG · VANGUARD SCOTTSDALE FUNDS 0,15% 55.809 SH 19 de Agosto de 2026 Diário
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 14.806 NS 31 de Julho de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,13% 1.952 NS 31 de Julho de 2026 N-PORT
IGV · iShares Trust 0,13% 240.332 SH 11 de Setembro de 2026 Diário
ESML · iShares Trust 0,12% 48.846 SH 11 de Setembro de 2026 Diário
ISCG · iShares Trust 0,12% 16.605 SH 11 de Setembro de 2026 Diário
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,12% 14.295 NS 31 de Julho de 2026 N-PORT
IWM · iShares Trust 0,12% 1.331.555 SH 11 de Setembro de 2026 Diário
RSSL · Global X Funds 0,10% 24.922 NS 31 de Julho de 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,08% 299.517 SH 19 de Agosto de 2026 Diário
VBK · VANGUARD INDEX FUNDS 0,07% 666.280 SH 19 de Agosto de 2026 Diário
FTEC · FIDELITY COVINGTON TRUST 0,05% 158.206 NS 31 de Julho de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,04% 16.578 SH 2 de Outubro de 2026 Diário
VGT · VANGUARD WORLD FUND 0,04% 1.239.186 SH 19 de Agosto de 2026 Diário
WSML · iShares Trust 0,03% 3.039 SH 11 de Setembro de 2026 Diário
VXF · VANGUARD INDEX FUNDS 0,03% 603.069 SH 19 de Agosto de 2026 Diário
VB · VANGUARD INDEX FUNDS 0,03% 1.141.308 SH 19 de Agosto de 2026 Diário
TECB · iShares Trust 0,02% 1.628 SH 11 de Setembro de 2026 Diário
IGM · iShares Trust 0,02% 24.698 SH 11 de Setembro de 2026 Diário
OMFS · Invesco Exchange-Traded Self-Indexe… 0,01% 539 SH 2 de Outubro de 2026 Diário
NUSC · Nushares ETF Trust 0,01% 2.590 NS 31 de Julho de 2026 N-PORT
ITOT · iShares Trust 0,01% 68.040 SH 11 de Setembro de 2026 Diário
IWV · iShares Trust 0,00% 13.420 SH 10 de Setembro de 2026 Diário
TILT · FlexShares Trust 0,00% 474 NS 31 de Julho de 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 1.592.068 SH 19 de Agosto de 2026 Diário
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 40.869 SH 19 de Agosto de 2026 Diário
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 4.271 SH 19 de Agosto de 2026 Diário
ESGV · VANGUARD WORLD FUND 0,00% 11.538 SH 19 de Agosto de 2026 Diário
ISCB · iShares Trust · 2.361 SH 11 de Setembro de 2026 Diário
SMLF · iShares Trust · 113.466 SH 11 de Setembro de 2026 Diário

WK Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta

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classificação · 20 analistas COMPRA
Alvo mediano $90.00 +26,4%
10 50,0% Compra forte
9 45,0% Compra
1 5,0% Manter
0 0,0% Venda
0 0,0% Venda forte

Preço-alvo de 12 meses

10 analistas · 2026-10-03

Alvo médio $89.80 +26,1%

← Abaixo de todos os alvos Preço atual $71.23
Mín$80.00 Média$89.80 Máx$105.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

22

Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.

Ticker Capitalização de Mercado P/E Receita YoY Margem Líquida ROE Margem Bruta
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 notícias Notícias recentes mencionando esta empresa

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Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

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Fonte: SEC 10-Q arquivado Ago 4, 2026