Workiva Inc. Class A (WK)

Workiva's stock (WK) has shown stable weekly volatility over the past year. In the last 12 months, the stock price decreased by 4.75%, with a year-to-date return of -15.75%, but increased by 4.05% in the past month. In Q1 2025, Workiva announced solid revenue growth and repurchased $40 million of Class A common stock. In Q2 2025, the company exceeded revenue expectations and slightly lifted its full-year revenue guidance and raised its full-year Adjusted EPS guidance. In Q3 2025, Workiva delivered strong financial results, increased its full-year 2025 revenue guidance, raised its non-GAAP operating margin target, and repurchased $10 million of Class A common stock.

Workiva's business model is primarily subscription-based, which generally contributes to more stable revenue streams. However, the company has noted some demand seasonality, as seen in the lower Q1 2025 operating margin compared to Q4 2024 due to typical Q1 seasonality and increased investment. The company aims to capture a larger total addressable market and drive continued growth by expanding its platform and through global expansion efforts.

Workiva, Inc. is a global SaaS company providing cloud-based reporting solutions. It operates in the Technology sector, focusing on Software - Application, Cloud computing, and Enterprise software industries. Its flagship offering, the Workiva platform, enables connected and integrated reporting across financial reporting, ESG, and GRC data. The platform features data-linking, audit trail services, administrator access management, and data transformation tools. Workiva serves public and private companies, government agencies, and higher-education institutions.

Workiva has a significant global presence with offices across North America, Europe, and Asia Pacific. In North America, it has offices in Ames, Iowa (headquarters), and other cities. Its European footprint includes offices in Amsterdam, Netherlands, and other cities. In the Asia Pacific region, Workiva has offices in Melbourne, Australia, Singapore and Tokyo, Japan. International revenue has been growing, reaching over 19% of total revenue in the first half of 2025, with Europe being a particularly strong market.

Workiva maintains a positive brand reputation, recognized for its innovative cloud-based solutions and workplace culture. The company is positioned as a critical player in the enterprise reporting and compliance market, offering a unified platform for assured integrated reporting across financial, ESG, and GRC data. Workiva's commitment to revolutionizing data management and reporting, fostering transparency, and driving impressive financial growth underpins its reputation.

Workiva Inc.'s ownership is heavily weighted towards institutional investors, who own approximately 86.56% of the company's stock. Insiders own about 12.73%, and retail investors hold 0.71%. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Jerome M. Behar is the largest individual Workiva shareholder, owning 3.22 million shares, representing 5.73% of the company.