Workiva Inc. Class A (WK)

Workiva's stock has experienced some notable events and performance fluctuations in the past six months. As of January 31, 2026, the stock was trading at $77.02, reflecting a +0.98% move from the previous close. Over the last 12 months, Workiva Inc. has delivered a -21.58% change, with a 52-week range between $60.50 and $103.50. Workiva reported robust Q3 2025 results, exceeding market revenue expectations, which led to a stock increase. Following the strong Q3 performance, Workiva raised its full-year revenue guidance. In December 2025, Workiva appointed Barbara Larson as EVP & Chief Financial Officer and Deepak Bharadwaj as EVP & Chief Product Officer. EVP, CLO, CAO & Corporate Secretary Brandon Ziegler engaged in equity-related transactions in February 2026. Over the past year, WK underperformed the US Software industry and the US Market.

Workiva primarily generates revenue through a subscription-as-a-service (SaaS) model, licensing its cloud-based platform, resulting in a recurring revenue stream. Demand for Workiva's products and services can be influenced by regulatory reporting cycles and evolving compliance requirements. The company's solutions for SEC reporting, SOX compliance, and ESG reporting are tied to specific reporting deadlines and regulatory mandates, which could introduce some cyclicality in demand. Workiva's billings have shown consistent year-over-year increases, indicating robust customer demand. The subscription-based model and the continuous nature of compliance and reporting needs suggest a relatively stable demand profile, with potential upticks around major regulatory changes or annual reporting cycles.

Workiva, Inc. is a leading provider of cloud-based compliance and regulatory reporting solutions, operating within the Technology sector and the Application Software industry. The company's core business revolves around its unified Software-as-a-Service (SaaS) platform, known as the Workiva platform, designed to simplify complex business challenges by enabling organizations to collect, link, report, and analyze business data with control and accountability. The platform integrates data, documents, and workflows to streamline reporting and compliance processes. It assists companies with SEC reporting, financial statements, and management reports. Workiva provides solutions for sustainability and ESG reporting, helping companies meet evolving disclosure requirements. The company's GRC offerings aid in managing Sarbanes-Oxley (SOX) compliance, internal controls, and enterprise risk management. Workiva also offers implementation, training, and consulting services to help customers maximize the value of its platform.

Workiva is headquartered in Ames, Iowa, United States, and operates globally. The Americas represent its primary market, accounting for approximately 85% of total revenue as of Q1 2024. The company has a growing international presence, including in Europe, Asia-Pacific, the Netherlands, and the UK. Workiva serves over 6,500 organizations worldwide, including more than 85% of Fortune 500 companies.

Workiva has generally maintained a positive brand reputation, often recognized for its innovative solutions and workplace culture. The company has earned accolades such as being named one of the best workplaces in technology by Fortune. Workiva has continued to expand its ESG reporting solutions to address evolving global sustainability requirements. The company enhanced its platform with AI capabilities to improve data analysis and reporting efficiency. Workiva consistently reports high gross and net retention rates, indicating strong customer satisfaction. The company has seen a significant increase in customers with high annual contract values.

Workiva Inc. has a diverse ownership structure, with a significant portion held by institutional investors, approximately 34.81% of the company's stock. Major institutional shareholders include Vanguard Group Inc. and BlackRock, Inc.. Insiders hold approximately 3.46% of the company's stock, including Martin Vanderploeg. There have been significant insider selling activities over the past three months.