Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Lakehouse Global Growth Fund Nick, Erwin and Donny | “Workiva had an excellent year as a business, even if its share price did not reflect it. Like much of the software sector, the stock came under pressure on fears of AI disruption. Fears that, in Workiva's case, we think are misplaced. Financial reporting leaves no room for error. Every number must be right, traceable and audit-ready. That makes it a poor fit for probabilistic large language models, which can produce fluent but unverifiable output. And it makes it an ideal fit for Workiva, the trusted platform for the office of the CFO and the guardian of the verified data those numbers depend on. That entrenchment shows in the numbers: a 97% gross retention rate and a 112% net retention rate. Better still, the company is already leveraging AI, releasing agents that automate the most tedious parts of company reporting, built on the very data the platform already safeguards. Meanwhile, their platform strategy is delivering. Its fastest-growing cohort is its largest enterprise accounts, those spending over US$500k, and close collaboration with top-tier channel partners is landing larger, multi-solution deals spanning financial reporting, risk and ESG. Management has also leaned hard into efficiency, with operating margins expanding 12 percentage points in the latest quarter and incremental EBIT margins reaching 98%. Yet despite an upgraded FY26 outlook and a business inflecting into deeper profitability, the shares trade at just 18x forward adjusted earnings. For a business of this quality with accelerating profitability, we think that is a compelling setup for patient investors.” | NEUTRAL | Q2 2026 Jul 29, 2026 | View Pitch |
Meditation Capital Tim Liu | “We progressively added Workiva, Atlassian, Dynatrace, and Klaviyo. Workiva is the dominant player in SEC reporting, almost a monopoly for large filers, with 95% of the Fortune 100 and 89% of the S&P 5” | NEUTRAL | Q2 2026 Jul 15, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
