According to a filing with the Securities and Exchange Commission dated November 7, 2025, Readystate Asset Management LP initiated a new position in Workiva, buying 371,224 shares valued at $31.95 ...

(Bloomberg) -- Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will ...

A top-performing asset manager is warning that few software firms will survive the rapid growth of artificial intelligence – which could potentially automate most of their services. Nick Evans, a ...

Software stocks have fallen in recent months over fears that AI will destroy demand. Some value managers say software companies have gotten cheap enough to warrant monitoring, but they are waiting ...