Workiva Inc.

NYSE:WK Stock Report

Market Cap: US$4.9b

Workiva Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WK Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
10 Dec 25SellUS$137,160Robert HerzIndividual1,500US$91.44
10 Dec 25SellUS$106,323David MulcahyIndividual1,162US$91.50
26 Nov 25SellUS$74,344David MulcahyIndividual808US$92.01
23 May 25SellUS$521,568Jill KlindtIndividual7,773US$67.10
14 Mar 25SellUS$221,690Robert HerzIndividual2,500US$88.70
13 Mar 25SellUS$772,503Michael HawkinsIndividual8,992US$85.91
07 Mar 25SellUS$890,266Michael HawkinsIndividual10,421US$85.43
07 Mar 25SellUS$475,629Jill KlindtIndividual5,593US$85.04
07 Mar 25SellUS$352,738Brandon ZieglerIndividual4,115US$85.72

Insider Trading Volume

Insider Buying: WK insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WK?
Owner TypeNumber of SharesOwnership Percentage
Hedge Funds3,723,5466.62%
Individual Insiders5,917,53210.5%
Institutions46,596,23182.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.85% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.2%
The Vanguard Group, Inc.
6,281,317US$549.6m0.74%0.01%
7.78%
BlackRock, Inc.
4,366,962US$382.1m-15.6%no data
6.63%
Eminence Capital, LP
3,723,546US$325.8m40.7%4.6%
5.5%
T. Rowe Price Group, Inc.
3,085,864US$270.0m19.3%0.02%
4.83%
Matthew Rizai
2,712,584US$237.4m0%no data
3.77%
Martin Vanderploeg
2,113,994US$185.0m0%no data
3.11%
Nomura Investment Management Business Trust
1,743,391US$152.5m81.3%0.2%
2.44%
Nordea Investment Management, AB
1,368,401US$119.7m50.7%0.06%
2.34%
State Street Global Advisors, Inc.
1,310,831US$114.7m-0.79%no data
2.3%
Riverbridge Partners, LLC
1,290,870US$113.0m-6.18%1.91%
2.25%
Edmond de Rothschild Asset Management (France)
1,262,561US$110.5m-2.54%1.65%
2.18%
FMR LLC
1,223,017US$107.0m-27.8%0.01%
2.13%
Geode Capital Management, LLC
1,197,223US$104.8m-0.82%0.01%
1.83%
Hotchkis and Wiley Capital Management, LLC
1,025,660US$89.7m0%0.24%
1.77%
Conestoga Capital Advisors, LLC
996,187US$87.2m-14.9%1.41%
1.7%
Morgan Stanley
955,129US$83.6m361%0.01%
1.6%
UBS Asset Management AG
899,811US$78.7m18.7%0.01%
1.45%
First Trust Advisors LP
812,760US$71.1m-15.7%0.05%
1.43%
Fuller & Thaler Asset Management, Inc.
802,051US$70.2m0%0.23%
1.41%
Point72 Asset Management, L.P.
793,501US$69.4m0%0.12%
1.35%
Mairs and Power, Inc.
757,063US$66.2m-0.1%0.61%
1.05%
Norges Bank Investment Management
587,735US$51.4m0%no data
0.97%
Northern Trust Global Investments
543,031US$47.5m-3.14%0.01%
0.93%
Arrowstreet Capital, Limited Partnership
523,808US$45.8m6.21%0.03%
0.91%
TimesSquare Capital Management, LLC
513,503US$44.9m11.7%0.62%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/24 08:48
End of Day Share Price 2025/12/24 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Workiva Inc. is covered by 18 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robert OliverBaird
Daniel JesterBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research