Workiva (WK)
Connects enterprise data to financial, sustainability, risk, and compliance reporting.
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Sells subscriptions to a cloud platform that connects source data with financial reporting, sustainability disclosures, and governance, risk, and compliance workflows. Most revenue is recurring subscription and support fees; professional services add setup, XBRL tagging, and consulting, while the global customer base remains U.S.-weighted.
Connects financial, sustainability, and governance data in one cloud platform for reporting, disclosure, audit, risk, and controls. Finance teams prepare SEC and other statutory filings, annual reports, and management reporting; sustainability teams manage metrics, carbon accounting, and disclosures; GRC users document internal controls, audits, policies, and enterprise risk.
Links source systems to documents, spreadsheets, charts, and presentations so changes propagate across related content. Permission controls, data provenance, and audit trails support collaboration on sensitive, regulated work, while AI tools assist finance, sustainability, risk, and compliance workflows.
Earns most revenue from subscriptions, supplemented by setup, XBRL tagging, and consulting services. Serves organizations worldwide but remains U.S.-weighted. Operates as one reportable segment, and the platform is built primarily on Amazon Web Services.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 16, 2026 | BTIG | Target | Target: $80 | Target: $85 |
| Sep 1, 2026 | Robert W. Baird | Target | Target: $74 | Target: $95 |
| Aug 27, 2026 | Stifel Nicolaus | Target | Target: $70 | Target: $95 |
| Aug 5, 2026 | UBS | Target | Target: $110 | Target: $70 |
| Aug 5, 2026 | Stifel Nicolaus | Target | Target: $79 | Target: $70 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $815.2M · Total debt $782.1M · Total assets $1.37B · Shareholders' equity −$97.1M
- Revenue
- $255.3M
- Operating income
- $11.7M
- Net income
- $13.4M
No dividends on record.
| Institutions | 91.92% | 50.02M shares | |
|---|---|---|---|
| 317 holders · as of Jun 30, 2026 | |||
| Insiders | 16.26% | 8.85M shares | |
| 17 holders · as of Sep 16, 2026 | |||
| Adds to | 108.18% | ||
54.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 108.18%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.12% | 5.51M A | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.44% | 4.05M A | as of Jun 30, 2026 |
Jericho Capital Asset Management L.P.Institution | 6.40% | 3.48M A | as of Jun 30, 2026 |
Hotchkis & Wiley Capital Management LLCInstitution | 4.74% | 2.58M A | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.20% | 2.29M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Brandon Ziegler | officer: EVP, CLO, CAO & Corp Secretary | −6,571 | $75.97 |
| Jun 4, 2026 | Robert H. Herz | director | −1,500 | $51.23 |
| May 29, 2026 | Robert H. Herz | director | −1,000 | $49.69 |
| Dec 10, 2025 | Robert H. Herz | director | −1,500 | $91.44 |
| Dec 10, 2025 | David S. Mulcahy | director | −1,162 | $91.50 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Workiva | $70.25 | −3.56% | $3.96B | 88.8 | 19.1 | 4.1 | +18.6% |
| Donnelley Financial Solutions | $48.55 | +0.29% | $1.19B | 33.4 | 9.1 | 1.5 | +2.8% |
| SAP (ADR) | $210.03 | +0.39% | $243.79B | 26.8 | 23.0 | 5.6 | +5.8% |
| Oracle | $150.16 | +1.08% | $427.95B | 23.3 | 17.7 | 6.0 | +29.6% |
| BlackLine | $27.88 | −2.42% | $1.68B | 50.7 | 10.6 | 2.3 | +9.2% |
| ServiceNow | $137.19 | −0.36% | $142.34B | 86.0 | 30.2 | 9.7 | +24.0% |
| Median | 33.4 | 17.7 | 5.6 | +9.2% |