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.
| trading_symbol | registrant_name | time | price | change | percentage_change |
|---|---|---|---|---|---|
| WK | WORKIVA INC | 2026-07-16 14:59:58 | 57 | 2.52 | 4.63 |
| trading_symbol | central_index_key | registrant_name | isin_number | lei_number | ein_number | exchange | sic_code | sic_description | fiscal_year_end | state_of_incorporation | address_street | address_city | address_state | address_zip_code | address_country | address_country_code | phone_number | mailing_address | business_address | former_name | industry | founding_date | chief_executive_officer | number_of_employees | website | market_cap | shares_issued | shares_outstanding | description | update_time |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WK | 0001445305 | WORKIVA INC | US98139A1051 | 529900RTOQ8GRWHY1O58 | 472509828 | NYSE | 7372 | Services-Prepackaged Software | 1231 | DE | 2900 UNIVERSITY BLVD. | AMES | IA | 50010 | UNITED STATES | US | (515) 817-6100 | 2900 UNIVERSITY BLVD., AMES, IA, 50010 | 2900 UNIVERSITY BLVD., AMES, IA, 50010 | WORKIVA LLC | Cloud computing | 2008 | Julie Iskow | 2,828 | https://www.workiva.com | 3,500,000,000 | — | — | 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. | 2026-07-16 16:45:50 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2025 | 3,500,000,000 | -100,000,000 | -2.7778 | — | — | — |
| 2024 | 3,600,000,000 | -1,300,000,000 | -26.5306 | — | — | — |
| 2023 | 4,900,000,000 | 1,800,000,000 | 58.0645 | — | — | — |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Brandon Ziegler | Corporate Secretary, Executive Vice President | 2025 | 430,000 | 0 | 3,699,939 | 387,000 | 33,112 | 4,550,051 |
| Michael Hawkins | Executive Vice President | 2025 | 373,858 | 0 | 3,999,981 | 0 | 2,275,643 | 6,649,482 |
| Julie Iskow | Director, Chief Executive Officer, Chief Financial Officer, President | 2025 | 625,000 | 0 | 14,000,031 | 937,500 | 77,689 | 15,640,220 |
| Jill Klindt | Executive Vice President, Treasurer, Chief Financial Officer | 2025 | 425,521 | 0 | 4,450,045 | 0 | 2,032,592 | 6,908,158 |
| Michael Hawkins | Executive Vice President | 2024 | 420,000 | 0 | 3,189,262 | 525,042 | 72,209 | 4,206,513 |
| Fiscal Year | Employee Count |
|---|---|
| 2025 | 2,860 |
| 2024 | 2,828 |
| 2023 | 2,526 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Revenue | 884,568,000 | 738,680,000 | 630,039,000 |
| Cost Of Revenue | 190,430,000 | 172,055,000 | 154,222,000 |
| Gross Profit | 694,138,000 | 566,625,000 | 475,817,000 |
| Research And Development Expenses | 214,844,000 | 192,935,000 | 172,790,000 |
| General And Administrative Expenses | 112,863,000 | 102,981,000 | 110,519,000 |
| Operating Expenses | 736,579,000 | 643,159,000 | 570,344,000 |
| Operating Income | -42,441,000 | -76,534,000 | -94,527,000 |
| Net Income | -26,169,000 | -55,042,000 | -127,525,000 |
| Earnings Per Share Basic | -0.47 | -0.99 | -2.36 |
| Earnings Per Share Diluted | -0.47 | -0.99 | -2.36 |
| Weighted Average Shares Outstanding Basic | 56,272,517 | 55,355,381 | 54,099,757 |
| Weighted Average Shares Outstanding Diluted | 56,272,517 | 55,355,381 | 54,099,757 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Cash And Cash Equivalents | 338,769,000 | 301,835,000 | 256,100,000 |
| Marketable Securities Current | 552,852,000 | 514,585,000 | 557,622,000 |
| Accounts Receivable | 168,984,000 | 148,433,000 | 125,193,000 |
| Inventories | — | — | — |
| Non Trade Receivables | 10,383,000 | 10,276,000 | 7,367,000 |
| Other Assets Current | 28,778,000 | 22,199,000 | 23,631,000 |
| Total Assets Current | 1,162,385,000 | 1,048,242,000 | 1,008,936,000 |
| Marketable Securities Non Current | 236,349,000 | 190,985,000 | 200,849,000 |
| Property Plant And Equipment | 20,546,000 | 21,825,000 | 24,282,000 |
| Other Assets Non Current | 8,453,000 | 7,525,000 | 4,665,000 |
| Total Assets Non Current | 34,532,000 | 33,611,000 | 36,924,000 |
| Total Assets | 1,493,571,000 | 1,368,469,000 | 1,218,860,000 |
| Accounts Payable | 8,932,000 | 7,747,000 | 5,204,000 |
| Deferred Revenue | 547,919,000 | 457,608,000 | 380,843,000 |
| Short Term Debt | — | — | — |
| Other Liabilities Current | 113,115,000 | 126,508,000 | 97,921,000 |
| Total Liabilities Current | 741,652,000 | 592,425,000 | 484,500,000 |
| Long Term Debt | 696,263,000 | 764,891,000 | 762,455,000 |
| Other Liabilities Non Current | 92,000 | 227,000 | 178,000 |
| Total Liabilities Non Current | 757,355,000 | 817,728,000 | 823,750,000 |
| Total Liabilities | 1,499,007,000 | 1,410,153,000 | 1,308,250,000 |
| Common Stock | 53,000 | 52,000 | 50,000 |
| Retained Earnings | -733,852,000 | -707,683,000 | -652,641,000 |
| Accumulated Other Comprehensive Income | 7,436,000 | -6,420,000 | 255,000 |
| Total Shareholders Equity | -5,436,000 | -41,684,000 | -89,390,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Depreciation And Amortization | 10,990,000 | 11,003,000 | 11,140,000 |
| Share Based Compensation Expense | 122,945,000 | 102,150,000 | 98,765,000 |
| Other Non Cash Income Expense | — | — | — |
| Change In Accounts Receivable | 17,475,000 | 24,352,000 | 18,318,000 |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | 8,000 | -1,116,000 | 2,176,000 |
| Change In Other Assets | 356,000 | 2,285,000 | -2,230,000 |
| Change In Accounts Payable | 651,000 | 2,399,000 | -1,002,000 |
| Change In Other Liabilities | -17,601,000 | 20,486,000 | 11,282,000 |
| Cash From Operating Activities | 140,070,000 | 87,706,000 | 70,875,000 |
| Purchases Of Marketable Securities | 425,492,000 | 402,235,000 | 573,304,000 |
| Sales Of Marketable Securities | 2,533,000 | 4,609,000 | 65,052,000 |
| Acquisition Of Property Plant And Equipment | 2,075,000 | 1,363,000 | 2,124,000 |
| Acquisition Of Business | 0 | 98,092,000 | 0 |
| Other Investing Activities | — | — | 0 |
| Cash From Investing Activities | -34,952,000 | -45,249,000 | -357,253,000 |
| Tax Withholding For Share Based Compensation | 22,674,000 | 11,458,000 | 9,459,000 |
| Payments Of Dividends | — | — | — |
| Issuance Of Common Stock | 6,220,000 | 4,909,000 | 4,472,000 |
| Repurchase Of Common Stock | 71,628,000 | — | — |
| Issuance Of Long Term Debt | — | — | — |
| Repayment Of Long Term Debt | — | — | — |
| Other Financing Activities | — | — | — |
| Cash From Financing Activities | -74,944,000 | 6,741,000 | 301,265,000 |
| Change In Cash | 37,131,000 | 45,629,000 | 16,524,000 |
| Cash At End Of Period | 338,769,000 | 301,835,000 | 256,100,000 |
| Income Taxes Paid | 5,494,000 | 6,198,000 | 2,656,000 |
| Interest Paid | 10,331,000 | 10,278,000 | 4,710,000 |
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Earnings Per Share | -0.47 | -0.99 | -2.36 |
| Price To Earnings Ratio | -183.5106 | -110.6061 | -43.0212 |
| Earnings Growth Rate | -52.5253 | -58.0508 | 37.2093 |
| Price Earnings To Growth Ratio | 3.4938 | 1.9053 | -1.1562 |
| Book Value Per Share | -0.0966 | -0.753 | -1.6523 |
| Price To Book Ratio | -892.8448 | -145.4134 | -61.447 |
| Ebitda | 2,334,000 | -25,829,000 | -60,090,000 |
| Enterprise Value | 5,210,998,591.25 | 6,524,470,219.5 | 5,999,103,328.21 |
| Dividend Yield | — | — | — |
| Dividend Payout Ratio | — | — | — |
| Debt To Equity Ratio | -128.0837 | -18.3498 | -8.5295 |
| Capital Expenditures | 9,711,000 | 8,546,000 | 8,326,000 |
| Free Cash Flow | 130,359,000 | 79,160,000 | 62,549,000 |
| Return On Equity | 4.814 | 1.3205 | 1.4266 |
| One Year Beta | 0.9167 | 1.0563 | 1.4344 |
| Three Year Beta | 1.0767 | 1.4876 | 1.5684 |
| Five Year Beta | 1.3461 | 1.1583 | 1.1658 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Herz Robert H | Director | 2026-06-04 | 1,500 | D | 37,372 |
| Herren Richard Scott | Director | 2026-06-01 | 4,070 | A | 4,947 |
| RADIA SUKU V. | Director | 2026-06-01 | 4,070 | A | 15,643 |
| Malik Astha | Director | 2026-06-01 | 4,070 | A | 7,288 |
| Herz Robert H | Director | 2026-06-01 | 4,070 | A | 38,872 |
| Name Of Reporting Person | Report Date | State | Transaction Type | Transaction Date | Owner Type | Amount |
|---|---|---|---|---|---|---|
| Greg Gianforte | 2020-07-01 | MT00 | Purchase | 2020-06-24 | Joint | $100,001 - $250,000 |
| Investor Name | Period Of Report | Market Value | Amount Of Securities | Price Per Security |
|---|---|---|---|---|
| Activest Wealth Management | 2026-06-30 | 825 | 17 | 48.5294 |
| True Wealth Design, LLC | 2026-06-30 | 15,863 | 327 | 48.5107 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-06-30 | 772,899 | 14,815 | 52.17 |
| Brookstone Capital Management | 2026-06-30 | 743,610 | 15,329 | 48.51 |
| Kings Path Partners LLC | 2026-06-30 | 211,504 | 4,360 | 48.5101 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| Global X Funds | 2026-04-30 | Global X Russell 2000 ETF | RSSL | 21,996 | 1,176,346.08 | 0.0824 |
| EA Series Trust | 2026-04-30 | RockCreek Global Equality ETF | RCGE | 7,333 | 392,168.84 | 0.42 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 2026-04-30 | Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 14,967 | 800,435.16 | 0.0278 |
| PACE SELECT ADVISORS TRUST | 2026-04-30 | Class P2 | PAPTX | -77 | -4,117.96 | -0.0015 |
| PACE SELECT ADVISORS TRUST | 2026-04-30 | Class P | PASPX | -77 | -4,117.96 | -0.0015 |