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 | 2025-10-16 18:04:51 | 85.3 | -1.95 | -2.23 |
| 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 | 3,600,000,000 | — | — | 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. | 2025-10-10 20:16:54 |
| Fiscal Year | Market Cap | Change In Market Cap | Percentage Change In Market Cap | Shares Outstanding | Change In Shares Outstanding | Percentage Change In Shares Outstanding |
|---|---|---|---|---|---|---|
| 2024 | 3,600,000,000 | -1,300,000,000 | -26.5306 | — | — | — |
| 2023 | 4,900,000,000 | 1,800,000,000 | 58.0645 | — | — | — |
| 2022 | 3,100,000,000 | -1,600,000,000 | -34.0426 | — | — | — |
| Executive Name | Executive Position | Fiscal Year | Salary | Bonus | Stock Awards | Incentive Plan Compensation | Other Compensation | Total Compensation |
|---|---|---|---|---|---|---|---|---|
| Brandon Ziegler | Executive Vice President, Corporate Secretary | 2024 | 412,000 | 0 | 3,486,111 | 429,201 | 27,422 | 4,354,734 |
| Michael Hawkins | Executive Vice President | 2024 | 420,000 | 0 | 3,189,262 | 525,042 | 72,209 | 4,206,513 |
| Julie Iskow | Chief Executive Officer, President, Director | 2024 | 610,000 | 0 | 11,710,220 | 1,059,113 | 145,110 | 13,524,443 |
| Jill Klindt | Chief Financial Officer, Treasurer, Executive Vice President | 2024 | 412,000 | 0 | 4,206,246 | 429,201 | 44,826 | 5,092,273 |
| Michael Hawkins | Executive Vice President | 2023 | 400,000 | 0 | 3,079,013 | 432,000 | 48,620 | 3,959,633 |
| Fiscal Year | Employee Count |
|---|---|
| 2024 | 2,828 |
| 2023 | 2,526 |
| 2022 | 2,447 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Revenue | 738,680,000 | 630,039,000 | 537,875,000 |
| Cost Of Revenue | 172,055,000 | 154,222,000 | 129,885,000 |
| Gross Profit | 566,625,000 | 475,817,000 | 407,990,000 |
| Research And Development Expenses | 192,935,000 | 172,790,000 | 151,716,000 |
| General And Administrative Expenses | 102,981,000 | 110,519,000 | 99,778,000 |
| Operating Expenses | 643,159,000 | 570,344,000 | 496,754,000 |
| Operating Income | -76,534,000 | -94,527,000 | -88,764,000 |
| Net Income | -55,042,000 | -127,525,000 | -90,947,000 |
| Earnings Per Share Basic | -0.99 | -2.36 | -1.72 |
| Earnings Per Share Diluted | -0.99 | -2.36 | -1.72 |
| Weighted Average Shares Outstanding Basic | 55,355,381 | 54,099,757 | 52,954,079 |
| Weighted Average Shares Outstanding Diluted | 55,355,381 | 54,099,757 | 52,954,079 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Cash And Cash Equivalents | 301,835,000 | 256,100,000 | 240,197,000 |
| Marketable Securities Current | 514,585,000 | 557,622,000 | 190,595,000 |
| Accounts Receivable | 148,433,000 | 125,193,000 | 106,316,000 |
| Inventories | — | — | — |
| Non Trade Receivables | — | — | — |
| Other Assets Current | — | — | — |
| Total Assets Current | 1,048,242,000 | 1,008,936,000 | 600,089,000 |
| Marketable Securities Non Current | 190,985,000 | 200,849,000 | 63,514,000 |
| Property Plant And Equipment | — | — | — |
| Other Assets Non Current | 7,525,000 | 4,665,000 | 6,847,000 |
| Total Assets Non Current | 33,611,000 | 36,924,000 | 41,028,000 |
| Total Assets | 1,368,469,000 | 1,218,860,000 | 819,620,000 |
| Accounts Payable | 7,747,000 | 5,204,000 | 6,174,000 |
| Deferred Revenue | 457,608,000 | 380,843,000 | 316,263,000 |
| Short Term Debt | — | — | — |
| Other Liabilities Current | 126,508,000 | 97,921,000 | 83,999,000 |
| Total Liabilities Current | 592,425,000 | 484,500,000 | 406,940,000 |
| Long Term Debt | 764,891,000 | 762,455,000 | 340,257,000 |
| Other Liabilities Non Current | 227,000 | 178,000 | 1,518,000 |
| Total Liabilities Non Current | 817,728,000 | 823,750,000 | 406,697,000 |
| Total Liabilities | 1,410,153,000 | 1,308,250,000 | 813,637,000 |
| Common Stock | 52,000 | 50,000 | 49,000 |
| Retained Earnings | -707,683,000 | -652,641,000 | -525,116,000 |
| Accumulated Other Comprehensive Income | -6,420,000 | 255,000 | -6,686,000 |
| Total Shareholders Equity | -41,684,000 | -89,390,000 | 5,983,000 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Depreciation And Amortization | 11,003,000 | 11,140,000 | 10,212,000 |
| Share Based Compensation Expense | 102,150,000 | 98,765,000 | 70,660,000 |
| Other Non Cash Income Expense | — | — | — |
| Change In Accounts Receivable | 24,352,000 | 18,318,000 | 28,893,000 |
| Change In Inventories | — | — | — |
| Change In Non Trade Receivables | -1,116,000 | 2,176,000 | 1,655,000 |
| Change In Other Assets | — | — | — |
| Change In Accounts Payable | 2,399,000 | -1,002,000 | 2,438,000 |
| Change In Other Liabilities | 20,486,000 | 11,282,000 | -1,457,000 |
| Cash From Operating Activities | 87,706,000 | 70,875,000 | 11,334,000 |
| Purchases Of Marketable Securities | 402,235,000 | 573,304,000 | 130,754,000 |
| Sales Of Marketable Securities | 4,609,000 | 65,052,000 | 14,981,000 |
| Acquisition Of Property Plant And Equipment | 1,363,000 | 2,124,000 | 3,458,000 |
| Acquisition Of Business | 98,092,000 | 0 | 99,186,000 |
| Other Investing Activities | — | — | — |
| Cash From Investing Activities | -45,249,000 | -357,253,000 | -68,012,000 |
| Tax Withholding For Share Based Compensation | 11,458,000 | 9,459,000 | 12,541,000 |
| Payments Of Dividends | — | — | — |
| Issuance Of Common Stock | — | — | — |
| Repurchase Of Common Stock | — | — | — |
| Issuance Of Long Term Debt | — | — | — |
| Repayment Of Long Term Debt | — | — | — |
| Other Financing Activities | — | — | — |
| Cash From Financing Activities | 6,741,000 | 301,265,000 | -1,587,000 |
| Change In Cash | 45,629,000 | 16,524,000 | -60,189,000 |
| Cash At End Of Period | 301,835,000 | 256,100,000 | 240,197,000 |
| Income Taxes Paid | 6,198,000 | 2,656,000 | 1,429,000 |
| Interest Paid | 10,278,000 | 4,710,000 | 4,742,000 |
| Fiscal Year | 2024 | 2023 | 2022 |
|---|---|---|---|
| Earnings Per Share | -0.99 | -2.36 | -1.72 |
| Price To Earnings Ratio | -110.6061 | -43.0212 | -48.8198 |
| Earnings Growth Rate | -58.0508 | 37.2093 | 132.4324 |
| Price Earnings To Growth Ratio | 1.9053 | -1.1562 | -0.3686 |
| Book Value Per Share | -0.753 | -1.6523 | 0.113 |
| Price To Book Ratio | -145.4134 | -61.447 | 743.1981 |
| Ebitda | -25,829,000 | -60,090,000 | -73,264,000 |
| Enterprise Value | 6,524,470,219.5 | 5,999,103,328.21 | 4,546,614,013.63 |
| Dividend Yield | — | — | — |
| Dividend Payout Ratio | — | — | — |
| Debt To Equity Ratio | -18.3498 | -8.5295 | 56.8706 |
| Capital Expenditures | — | — | — |
| Free Cash Flow | — | — | — |
| Return On Equity | 1.3205 | 1.4266 | -15.2009 |
| One Year Beta | 1.0563 | 1.4344 | 1.6226 |
| Three Year Beta | 1.4876 | 1.5684 | 1.1417 |
| Five Year Beta | 1.1583 | 1.1658 | 1.0903 |
| Insider Name | Relationship To Issuer | Transaction Date | Amount Of Securities | Acquired Or Disposed | Securities Owned Following Transaction |
|---|---|---|---|---|---|
| Swain Junko | SVP, Chief Accounting Officer | 2025-09-02 | 2,093 | D | 24,661 |
| VANDERPLOEG MARTIN J. | Director | 2025-05-29 | 3,218 | A | 317,707 |
| Herz Robert H | Director | 2025-05-29 | 3,218 | A | 37,302 |
| MULCAHY DAVID S. | Director | 2025-05-29 | 3,218 | A | 242,343 |
| RADIA SUKU V. | Director | 2025-05-29 | 3,218 | A | 13,218 |
| 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 |
|---|---|---|---|---|
| Kopp Family Office, LLC | 2025-09-30 | 4,955,281 | 57,566 | 86.08 |
| CWM, LLC | 2025-09-30 | 1,321,000 | 15,348 | 86.0698 |
| HARBOR CAPITAL ADVISORS, INC. | 2025-09-30 | 3,401,000 | 39,514 | 86.0708 |
| Brookstone Capital Management | 2025-09-30 | 716,960 | 8,329 | 86.08 |
| World Investment Advisors | 2025-09-30 | 440,472 | 5,117 | 86.0801 |
| Registrant Name | Period Of Report | Fund Name | Fund Symbol | Amount Of Units | Value In Usd | Percentage Value Compared To Assets |
|---|---|---|---|---|---|---|
| Advisors' Inner Circle Fund III | 2025-07-31 | I Shares | KCXIX | 222 | 14,170.26 | 0.0058 |
| Advisors' Inner Circle Fund III | 2025-07-31 | Class S Shares | KCSSX | 25,275 | 1,613,303.25 | 1.0682 |
| Advisors' Inner Circle Fund III | 2025-07-31 | I Shares | KCSIX | 25,275 | 1,613,303.25 | 1.0682 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 2025-07-31 | Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 7,887 | 503,427.21 | 0.0212 |
| CALAMOS INVESTMENT TRUST/IL | 2025-07-31 | Class R6 | CVSOX | -97,100 | -6,197,893 | -0.0378 |