WORKIVA INC CLASS A (WK)
Information Technology · Enterprise Software / SaaS · NYSE
Workiva is a mission-critical platform that powers trust and transparency by enabling companies to automate and unify their complex financial and ESG reporting workflows.
What WORKIVA INC CLASS A does
Workiva provides a cloud-based, audit-ready platform that enables organizations to connect, manage, and report data across financial, ESG, and regulatory compliance workflows. The company's software automates business processes for finance, audit, and sustainability teams, allowing them to unify data from various enterprise systems into consistent, audit-ready documents and reports. Workiva operates on a subscription-based SaaS model, serving over 6,700 organizations globally, including a majority of the Fortune 1,000.
Themes: financial reporting automation, ESG / sustainability reporting, GRC (Governance, Risk and Compliance), cloud-based compliance management, data integration and unification
Fundamentals
- Price$80.31 as of 2026-10-21 close
- Market cap$4.4B as of 2026-07-28 (share count; price 2026-10-21)
- 1-year return-11.8% 2025-10-21 close $91.05 → 2026-10-21 close $80.31
- P/E95.61 as of 2026-10-21
- Net margin-3.0% FY2025, SEC XBRL
- Gross margin+78.5% FY2025, SEC XBRL
- ROICn/a No figure: its pre-tax income was zero or negative, so there is no tax rate to apply.
- Debt / equityn/a No figure: its filing tags none of the debt lines we read, which is not evidence of zero debt.
- Revenue growth (YoY)+19.8% FY2025, SEC XBRL
- Revenue CAGR (3y)+18.0% SEC XBRL
- Beta0.76 as of 2026-09-02
- Last reported earnings2026-08-04 SEC EDGAR Form 8-K (Item 2.02)
How WK compares in its sector
- price-to-earnings ratiotop 25% 231 covered Information Technology peers, as of 2026-10-21
- net profit marginmiddle range 379 covered Information Technology peers, as of 2026-09-02
- operating marginmiddle range 374 covered Information Technology peers, as of 2026-09-02
- gross margintop 25% 310 covered Information Technology peers, as of 2026-09-02
- 3-year revenue CAGRmiddle range 383 covered Information Technology peers
- free cash flow (absolute dollars, latest fiscal year)middle range 380 covered Information Technology peers, as of FY2025
Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
WK is not currently in any published Top 10 list. Its scores are below.
Top 10 score
Not scored for the top 10 list: it is in the most expensive tenth of the field on valuation, so it is ranked as a growth story rather than on fundamentals.
Scores as of 21 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Quarterly results
| Quarter | Revenue | Gross profit | Operating income | Net income | Diluted EPS | Operating cash flow | Capex |
|---|---|---|---|---|---|---|---|
| Q2 FY2026 2026-06-30 | $255M | $205M | $12M | $13M | $0.24 | $78M | $332000 |
| Q1 FY2026 2026-03-31 | $247M | $199M | $15M | $19M | $0.33 | $26M | $728000 |
| Q4 FY2025 2025-12-31 | $239M† | $193M† | $8M† | $12M† | $0.21† | $51M† | $226000† |
| Q3 FY2025 2025-09-30 | $224M | $178M | -$3M | $3M | $0.05 | $46M | $91000 |
| Q2 FY2025 2025-06-30 | $215M | $166M | -$22M | -$19M | -$0.35 | $50M | $995000 |
| Q1 FY2025 2025-03-31 | $206M | $158M | -$25M | -$21M | -$0.38 | -$7M | $763000 |
| Q4 FY2024 2024-12-31 | $200M† | $154M† | -$13M† | -$9M† | -$0.15† | $44M† | $809000† |
| Q3 FY2024 2024-09-30 | $186M | $142M | -$22M | -$17M | -$0.31 | $19M | $243000 |
† Not filed as a discrete quarter: derived from the company's own year-to-date figures (for example the fourth quarter as the fiscal year minus the first nine months). A derived per-share figure is approximate, because the share count moves within the year.
Balance sheet at 2026-06-30
- Cash and equivalents$252M
- Short-term investments$563M
- Total debtnot shown the filing tags none of the debt lines we read — not evidence of zero debt
From the company's own SEC 10-Q and 10-K filings (XBRL), re-read every week. Figures in US dollars as filed; informational only — not financial advice.
How WORKIVA INC CLASS A looks technically
WORKIVA INC CLASS A (WK) is trading 26.8% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 27 trading days ago — a "golden cross", a bullish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 22 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 67, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 10 trading days ago (its momentum flipped positive). It just made a new 20-day high, its first since 2026-01-28, pushing above its recent trading range. It is 17.3% below its highest point of the past year.
Trend
8
| Distance from the 200-day | it is trading 26.8% above its 200-day average, the long-term trend line — a longer-term uptrend | +26.8% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $73.37 | $73.37 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $63.34 | $63.34 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing low 21 calendar days ago — the swings before that are what the structure reading is measured on | 21 sessions |
| Wave structure | its recent swings can be read as a completed three-part downward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes below 64.85. It is the only labelling that fits, and it describes the swings already printed, not what comes next. | possible three-wave downward correction, complete |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 27 trading days ago — a "golden cross", a bullish long-term signal | 27 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 22 (a reading of 25+ marks a strong trend) | 21.7 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 67, neither overbought (above 70) nor oversold (below 30) | 66.6 |
|---|---|---|
| Position in its 14-day range | it is trading right at the top of its 14-day range ($68.60 to $80.76) — its "stochastic" reading is 96 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 96.3 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 10 trading days ago (its momentum flipped positive) | 10 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $97.09 | $97.09 |
|---|---|---|
| From the 52-week high | it is 17.3% below its 52-week high (its highest price of the past year) | -17.3% |
| Above the 52-week low | it is 85.3% above its 52-week low (its lowest price of the past year) | +85.3% |
| Below the 52-week high | it is 17.3% below its highest point of the past year | 17.3% |
| Since a 20-day breakout | it just made a new 20-day high, its first since 2026-01-28, pushing above its recent trading range | 1 session |
| Since a 55-day breakout | it just made a new 55-day high, its first since 2026-01-28, pushing above its recent trading range | 1 session |
| All-time high | its highest closing price on record is $173.24 (set on 2021-11-04) | $173.24 |
| Given back of the 52-week move | over the past year its closes ranged ($44.31 to $93.31), and it has recovered well over two thirds of its fall from last year’s high — 73% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $74.59 to $76.16. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 73.5% |
| From the all-time high | it is 53.6% below its all-time high | -53.6% |
| Nearest price level | it is trading 1.4% below a resistance level at $81.41 — a price it turned at four times since 2025-02-24, most recently on 2026-08-31. Since 2024-10-21 it has 9 such levels below the current price and 8 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +1.4% |
| All-time low | its lowest closing price on record is $10.91 (set on 2016-02-12) | $10.91 |
| Above the all-time low | it is 635.8% above its all-time low | +635.8% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 62nd percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.23 between its high and its low — about 4.0% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $3.23 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $64.85 and $80.09 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $64.85 – $72.47 – $80.09 |
| Typical daily range (% of price) | its price moves about 4.0% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.0% |
| Stretch from the 200-day average | it is trading 5.3 daily ranges above its 200-day average price (26.8% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 5.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.52× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Price gaps
3
| Gap at the open | it opened on 2026-10-21 0.6% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.6% |
|---|---|---|
| Open gap | it gapped 2.9% above the previous close 14 sessions ago and has not traded back through the level it left behind at 66.57 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.9% |
| Gap filled | a 5.0% gap up opened on 2026-10-02 has been "filled" 11 sessions ago — price traded back through the level the gap left behind, and it took 2 sessions to close | 11 sessions ago |
Price streaks
1
| Closing streak | it has closed higher 3 sessions in a row, a +6.64% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 3 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 10.3 percentage points (the stock gained 10.3% while the market lost 0.1%) | +10.3% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 42.8 percentage points (the stock gained 46.1% while the market gained 3.3%) | +42.8% |
| vs market, 6 months | over the past 6 months this stock beat the market by 33.0 percentage points (the stock gained 42.8% while the market gained 9.8%) | +33.0% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 27.0 percentage points (the stock lost 11.8% while the market gained 15.2%) | -27.0% |
Signal agreement
2
| Bullish technical signals | 6 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, a fresh 20-day high, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 6 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 8.9% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-15 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is thick, spanning 11.1% of the share price, which is taken to mean a barrier that has held for a while and takes effort to cross. | +8.9% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 28% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $62.71 — a volume-weighted average of daily closes over 200 sessions, not a true tick-by-tick VWAP. | +28.1% |
|---|---|---|
| Vs the average paid since it last reported | the price is 11% above the average price paid since it last reported on 2026-08-04 (its 10-Q), so the typical buyer over that stretch is showing a gain. That average is $72.10 — a volume-weighted average of daily closes over 56 sessions, not a true tick-by-tick VWAP. | +11.4% |
Price levels it has turned at before
WK last closed at $80.31 on 2026-10-21. Since 2024-10-21 it has turned at 9 prices below its last close and 8 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $81.41 | Resistance | 1.4% above the last close | turned there four times · 2025-02-24 to 2026-08-31 |
| $83.00 | Resistance | 3.4% above the last close | turned there twice · 2025-03-10 to 2025-08-29 |
| $76.67 | Support | 4.5% below the last close | turned there twice · 2025-05-01 to 2026-09-15 |
| $85.40 | Resistance | 6.3% above the last close | turned there twice · 2025-08-04 to 2025-12-12 |
| $72.58 | Support | 9.6% below the last close | turned there twice · 2025-05-14 to 2025-07-10 |
| $70.83 | Support | 11.8% below the last close | turned there three times · 2025-06-09 to 2026-09-10 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part downward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes below $64.85.
It is the only labelling that fits these swings, though its proportions are not the textbook ones.
This reading has stood for 11 trading days, since 2026-10-07.
Read from daily closes as of 2026-10-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Trading above the 50-day moving average · Recent golden cross (50-day crossed above 200-day) · Broke out to a new 20-day high · beating the market · At the top of its 14-day range (stochastic above 80) | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.18 mean, 1=Strong Buy…5=Strong Sell) — 10 analysts
- Mean price target$89.80 range $80.00 – $105.00; median $90.00
Analyst estimates, as of 2026-10-21. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for WK
- Consensus EPS estimate$0.7983 next reporting period, as of 2026-10-21
- Estimate change, 30 days$0.00 (0.0%) from $0.7983, on 2026-09-16, 35-day window
- Readings revised upward0% of 10 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Significant domestic and global regulatory and policy uncertainty affecting demand for sustainability management solutions.","High competitive intensity in the cloud software market with rapidly emerging new risks.","Reliance on long-term subscription-based SaaS model; potential for fluctuating growth trajectories due to changing compliance obligations."]
What changed in the latest 10-Q
AI-assisted comparison of WK's 10-Q filed 2026-05-05 against the prior one filed 2025-11-05.
Management's Discussion & Analysis (MD&A)
- Reworded:
- Newer filing (2026-05-05) references 'condensed consolidated financial statements' whereas older filing (2025-11-05) references 'consolidated financial statements'
- Form 10-K filing date changed from February 25, 2025 in older filing (2025-11-05) to February 19, 2026 in newer filing (2026-05-05)
- Notes:
- Both texts are truncated at the same point and appear incomplete; comparison limited to available text
- The 10-Q periods differ (Q2 2026 vs Q3 2025), which explains some differences in Form 10-K reference dates
Risk Factors
- Reworded:
- In newer filing (2026-05-05): 'we operate in a very competitive and rapidly changing environment' vs. older filing (2025-11-05): 'we operate in a very competitive and dynamic environment' - changed 'dynamic' to 'rapidly changing'
- Notes:
- The comparison is limited to the introductory Risk Factors text provided; actual Risk Factors Item 1A content was not included in either source text
- The financial statements presented differ in time periods (Q1 2026 vs. Q3 2025 and full nine months 2025) and are not directly comparable sections of the Risk Factors disclosure
- Only the forward-looking statements disclaimer language in the Risk Factors introduction was available for comparison
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 1 open-market sale by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-16. The 6 days since 2026-10-16 have not been checked yet.
- Last 90 days · read to 2026-10-160 buys · 1 sell ($499199) — 1 selling insider
- Last 180 days · read to 2026-10-160 buys · 3 sells ($625734) — 2 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-20. Based on Form 4 filings read through 2026-10-16; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about WK's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
6 institutional 13F filers reported holding WK as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 9,585,602
- Reported value $464,997,561
reported quarterly holdings change (2026-03-31 → 2026-06-30): 1 new, 3 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about WK's institutional holders → See what each manager we track holds →
Short interest (FINRA)
WK had 3,558,442 shares of reported short interest as of the 2026-09-30 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for WK because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 3,558,442
- Prior settlement (shares) 3,772,694
- Reported change -5.68%
- Days to cover (reported) 3.17
Reported to FINRA as of the 2026-09-30 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Oracle (ORCL)
- SAP (SAP)
- ServiceNow (NOW)
- Microsoft (MSFT)
- BlackLine (BL)
- OneStream Software (OS)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare WK vs…
Frequently asked questions
What does WORKIVA INC CLASS A (WK) do?
Workiva provides a cloud-based, audit-ready platform that enables organizations to connect, manage, and report data across financial, ESG, and regulatory compliance workflows. The company's software automates business processes for finance, audit, and sustainability teams, allowing them to unify data from various enterprise systems into consistent, audit-ready documents and reports.
What sector is WORKIVA INC CLASS A (WK) in?
WORKIVA INC CLASS A (WK) is classified in the Information Technology sector. Its industry is Enterprise Software / SaaS. It trades on NYSE.
Who are WORKIVA INC CLASS A's (WK) competitors?
Notable peers of WORKIVA INC CLASS A (WK) include Oracle, SAP, ServiceNow, Microsoft and BlackLine. This peer set is informational only — not financial advice.
Is WORKIVA INC CLASS A (WK) overbought or oversold right now?
WORKIVA INC CLASS A (WK) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 67, in the neutral middle (as of 2026-10-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on WK come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.