Should You Invest in Workiva (WK)?

2 weeks ago 9

Soumya Eswaran

Thu, December 4, 2025 astatine 8:10 AM CST 3 min read

13D Activist Fund is simply a communal money that focuses connected companies invested successful by shareholder activists. The money released its Q3 2025 capitalist letter. The people I shared of the money returned 8.88%, nett of fees and expenses, successful the 4th compared to 12.39% for the Russell 2000 Index. Overall, the money was thrilled with its show this quarter. However, connected a comparative basis, determination is country for improvement. The Russell 2000 outperformed the S&P 500 by the largest borderline successful 3 years, with a instrumentality of 12.39% compared to the S&P 500's 8.12%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, 13D Activist Fund highlighted stocks specified arsenic Workiva Inc. (NYSE:WK). Workiva Inc. (NYSE:WK) is simply a bundle services institution that offers cloud-based reporting solutions. The one-month instrumentality for The Workiva Inc. (NYSE:WK) was 5.95%, and its shares mislaid 8.65% implicit the past 52 weeks. On December 03, 2025, Workiva Inc. (NYSE:WK) banal closed astatine $92.08 per share, with a marketplace capitalization of $5.168 billion.

13D Activist Fund stated the pursuing regarding Workiva Inc. (NYSE:WK) successful its 3rd 4th 2025 capitalist letter:

"Workiva Inc. (NYSE:WK): This is different concern by an activistic we had not followed earlier but person known and watched for a while. Irenic Capital was founded successful October of 2021 by Adam Katz, a erstwhile Portfolio Manager astatine Elliott Investment Management, and Andy Dodge, a erstwhile Investment Partner astatine Indaba Capital Management. Irenic invests successful nationalist companies and works collaboratively with steadfast leadership. Their activism has frankincense acold focused connected strategical activism, recommending spinoffs and income of businesses.