Workiva Inc. Class A (WK)

Workiva's stock price has experienced fluctuations in the past six months, with a 52-week range between $60.50 and $115.49. In Q2 2025, Workiva reported strong financial results, with total revenue reaching $215 million, up 21% year-over-year, and its shares skyrocketed more than 30%. In Q3 2025, Workiva reported total revenue of $224.2 million, up 21% year-over-year, and non-GAAP net income was $35 million. Jill Klindt's employment as CFO ended in December 2025, and Julie Iskow was named Interim CFO, followed by the appointment of Barbara Larson as EVP & Chief Financial Officer in January 2026. Deepak Bharadwaj was appointed as EVP & Chief Product Officer in December 2025. BTIG initiated coverage of Workiva with a "Buy" recommendation in December 2025, and Stephens & Co. maintained an "Overweight" recommendation. The stock price as of December 22, 2025, was $88.25 per share, down from $111.66 on December 23, 2024, and in early January 2026, the stock traded around $90.08.

Workiva generates revenue primarily through its subscription model and generally experiences strong demand, although there is a mention of "typical Q1 seasonality" affecting its operating margin. Despite a "cautious buying environment," subscription revenue growth has remained resilient, indicating consistent demand for its solutions. The demand for software platforms that automate compliance processes is rising due to the increasing complexity and cost of keeping up with financial reporting regulations and standards.

Workiva Inc. is a global SaaS company providing a cloud-based connected and reporting compliance platform. The company helps organizations simplify complex business reporting by enabling them to collect, link, report, and analyze critical business data with control and accountability. Workiva's flagship offering is the Workiva platform, a multi-tenant cloud software that provides data-linking capabilities, audit trail services, and administrator access management. The platform connects and transforms data from various ERP, HCM, and CRM systems, as well as other third-party cloud and on-premise applications. Workiva offers SEC Reporting Solutions, SOX Compliance Solutions, ESG Reporting, Financial Reporting, Governance, Risk, and Compliance (GRC) solutions, Wdata, Wdesk, and Professional Services.

Workiva is headquartered in Ames, Iowa, United States, and has a global presence with offices across North America, Europe, and Asia Pacific. In North America, Workiva has offices in several U.S. and Canadian cities. In Europe, Workiva has offices in Amsterdam, Copenhagen, Frankfurt, London, Madrid, Paris, and Stockholm. The company also has a presence in Asia Pacific, with offices in Melbourne, Australia, Singapore, and Japan. Workiva serves more than 5,600 organizations worldwide, including over 85% of Fortune 500 companies.

Workiva holds a strong and differentiated position in the market by focusing on the reporting and compliance layer. The company is recognized as a "Leader" in the IDC MarketScape: Worldwide ESG Reporting and Compliance Management Applications 2025 Vendor Assessment. Workiva's platform is seen as critical for enterprise reporting and compliance, positioning itself as the only unified platform for assured integrated reporting across financial, ESG, and GRC data. Strategic leadership appointments, including Deepak Bharadwaj as EVP & Chief Product Officer and Barbara Larson as EVP & Chief Financial Officer, suggest a focus on strengthening leadership and product development, which can positively impact brand reputation.

Workiva Inc.'s ownership structure is heavily weighted toward institutional investors, who own approximately 86.78% to 88.26% of the company's stock, while insiders own between 3.46% and 12.72%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Eminence Capital, Lp. The largest individual Workiva shareholder is Jerome M. Behar, owning 3.22 million shares, representing 5.73% of the company. Insider trading activity in the past three months has shown only selling by insiders.