WK

WORKIVA INC

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001445305
$48.93 -0.41% $2.7B
13 New Institutional Positions25 Institutional Exits
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders50 funds
Inst. Value$1.6B
Inst. Activity13 buys / 25 sells
Insider Activity0B / 1S
Insider Net $-$76.8K
Reddit Sentiment67° Warm
SEC Reports5
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001445305·Prev Close $49.13

Recent Activity

Jun 11, 2026 SEC
In Q3 2025, institutional activity in Workiva was directionally mixed: 4 buyers (dominated by mega-passive funds) accumu
INST-CLUSTER — Impact 4/10
Jun 5, 2026 SEC
Workiva held its 2026 Annual Meeting on May 28, 2026, where shareholders approved an amendment to the 2014 Equity Incent
8-K — Impact 3/10
Jun 4, 2026 Insider
Herz Robert H sold 1,500 shares
Director @ $51.23 ($76.8K)
Jun 3, 2026 SEC
Mark S. Peek filed a Form 3 initial statement of beneficial ownership, reporting 2,000 shares of Workiva Inc. Class A Co
3 — Impact 2/10
Jun 1, 2026 Insider
CROW MICHAEL M was granted 4,070 shares
Director
Jun 1, 2026 Insider
Herz Robert H was granted 4,070 shares
Director
Inst.
FMR LLC — ADD
1,785,723 shares ($106.5M)
Inst.
HOTCHKIS & WILEY CAPITAL — ADD
1,679,788 shares ($100.2M)

Price Targets

$78.73 +60.9% upside Strong Buy
Current $48.93 Low $65.00 Median $80.00 High $90.00 11 analysts
$65.00 $90.00

Analyst Ratings

Strong Buy95% buy · 21 analysts
10Strong Buy
10Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Stephens & Co. REITERATE Overweight → Overweight
May 6, 2026 Stifel MAINTAIN Buy → Buy
May 6, 2026 BTIG MAINTAIN Buy → Buy
Feb 20, 2026 Baird MAINTAIN Outperform → Outperform
Feb 20, 2026 Truist Securities REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.64 $0.63 — $0.65 235% YoY 11
Next Q $0.68 $0.61 — $0.71 23% YoY 11
Current FY $2.91 $2.87 — $2.95 64% YoY 12
Next FY $3.50 $3.17 — $3.69 20% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$276.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$235.9M
VANGUARD CAPITAL MANAGEMENT LLC$134.6M
FMR LLC$106.5MADD
HOTCHKIS & WILEY CAPITAL$100.2MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Herz RobertSELL$76.8K
Jun 1, 2026CROW MICHAELA$0.00
Jun 1, 2026Herz RobertA$0.00
Jun 1, 2026Herren RichardA$0.00
Jun 1, 2026Malik AsthaA$0.00

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $1.6B total value (27,209,091 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 25 institutions trimmed/exited vs 13 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,637,070$276.5M17.0%
2VANGUARD PORTFOLIO MANAGEMENT LLC3,955,667$235.9M14.5%
3VANGUARD CAPITAL MANAGEMENT LLC2,256,903$134.6M8.3%
4FMR LLC1,785,723$106.5M6.6%ADD +28.5%
5HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,679,788$100.2M6.2%ADD +43.6%
6STATE STREET CORP1,275,923$76.1M4.7%
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,109,646$66.2M4.1%ADD +88.5%
8FULLER & THALER ASSET MANAGEMENT, INC.922,167$55.0M3.4%
9FIRST TRUST ADVISORS LP862,936$51.5M3.2%
10GOLDMAN SACHS GROUP INC811,530$48.4M3.0%
11MAIRS & POWER INC715,640$42.7M2.6%
12CITADEL ADVISORS LLC692,255$41.3M2.5%
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.656,603$39.2M2.4%
14LOOMIS SAYLES & CO L P514,936$30.7M1.9%
15Nuveen, LLC487,928$29.1M1.8%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC427,159$25.5M1.6%
17BANK OF AMERICA CORP /DE/394,941$23.6M1.5%
18VANGUARD FIDUCIARY TRUST CO360,522$21.5M1.3%
19MORGAN STANLEY302,275$18.0M1.1%NEAR_EXIT -76.1%
20AMERIPRISE FINANCIAL INC273,687$16.3M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD1,389,4851,785,723+28.5%$106.5M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCADD1,170,1601,679,788+43.6%$100.2M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD588,8071,109,646+88.5%$66.2M2026-Q1
MORGAN STANLEYNEAR_EXIT1,265,693302,275-76.1%$18.0M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM279,040209,140-25.1%$12.5M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED12,426179,581+1345.2%$10.7M2026-Q1
Trexquant Investment LPADD117,139169,574+44.8%$10.1M2026-Q1
FEDERATED HERMES, INC.DOUBLED31,724120,211+278.9%$7.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,116117,295+10410.3%$7.0M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM107,40779,806-25.7%$4.8M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM146,92053,890-63.3%$3.2M2026-Q1
SEI INVESTMENTS COTRIM114,66352,123-54.5%$3.1M2026-Q1
BNP Paribas Asset Management Holding S.A.NEAR_EXIT132,12728,969-78.1%$1.7M2026-Q1
Mariner, LLCTRIM35,32221,781-38.3%$1.3M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD8,02215,149+88.8%$903.3K2026-Q1
ExodusPoint Capital Management, LPNEAR_EXIT150,50913,360-91.1%$796.7K2026-Q1
Magnetar Financial LLCDOUBLED3,79112,707+235.2%$757.7K2026-Q1
AmundiDOUBLED4,52711,624+156.8%$693.1K2026-Q1
CWM, LLCTRIM32,77110,243-68.7%$610.8K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM19,4779,186-52.8%$547.8K2026-Q1
Rockefeller Capital Management L.P.DOUBLED8107,569+834.4%$451.3K2026-Q1
STIFEL FINANCIAL CORPNEAR_EXIT40,6366,756-83.4%$402.9K2026-Q1
MARSHALL WACE, LLPTRIM15,6996,618-57.8%$394.6K2026-Q1
CAPTRUST FINANCIAL ADVISORSTRIM9,8726,393-35.2%$381.2K2026-Q1
Cerity Partners LLCNEAR_EXIT25,5586,213-75.7%$370.5K2026-Q1
11 unique insiders with 30 transactions. Net insider value: -$76.8K ($0.00 bought, $76.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Herz Robert HDirectorSELL1,500$51.23$76.8K
Jun 1, 2026CROW MICHAEL MDirectorAWARD4,070
Jun 1, 2026Herz Robert HDirectorAWARD4,070
Jun 1, 2026Herren Richard ScottDirectorAWARD4,070
Jun 1, 2026Malik AsthaDirectorAWARD4,070
Jun 1, 2026RADIA SUKU V.DirectorAWARD4,070
Jun 1, 2026VANDERPLOEG MARTIN J.DirectorTAX W/H28,942$52.83$1.5M
Jun 1, 2026VANDERPLOEG MARTIN J.DirectorAWARD4,070
Jun 1, 2026PEEK MARK SDirectorAWARD4,070
Apr 3, 2026Iskow JuliePresident & CEOTAX W/H7,578$60.00$454.7K
Mar 2, 2026Herren Richard ScottDirectorAWARD877
Mar 1, 2026Iskow JuliePresident & CEOAWARD4,092
Feb 11, 2026Ziegler BrandonEVP, CLO, CAO & Corp SecretaryTAX W/H8,730$64.95$567.0K
Feb 11, 2026Ziegler BrandonEVP, CLO, CAO & Corp SecretaryAWARD5,954
Feb 11, 2026Iskow JuliePresident & CEOTAX W/H26,166$64.95$1.7M
Feb 11, 2026Iskow JuliePresident & CEOAWARD13,135
Feb 11, 2026Swain JunkoSVP, Chief Accounting OfficerTAX W/H374$64.95$24.3K
Feb 11, 2026Swain JunkoSVP, Chief Accounting OfficerAWARD771
Feb 3, 2026Swain JunkoSVP, Chief Accounting OfficerTAX W/H650$72.00$46.8K
Feb 3, 2026Ziegler BrandonEVP, CLO, CAO & Corp SecretaryTAX W/H4,531$72.00$326.2K
Feb 3, 2026Iskow JuliePresident & CEOTAX W/H18,115$72.00$1.3M
Feb 2, 2026Larson Barbara AEVP, CFO & TreasurerAWARD141,103$76.54$10.8M
Feb 2, 2026Ziegler BrandonEVP, CLO, CAO & Corp SecretaryAWARD33,839$76.54$2.6M
Feb 2, 2026Swain JunkoSVP, Chief Accounting OfficerAWARD6,859$76.54$525.0K
Feb 2, 2026Iskow JuliePresident & CEOAWARD128,038$76.54$9.8M
Feb 1, 2026Ziegler BrandonEVP, CLO, CAO & Corp SecretaryTAX W/H8,838$77.02$680.7K
Feb 1, 2026Swain JunkoSVP, Chief Accounting OfficerTAX W/H618$77.02$47.6K
Feb 1, 2026Iskow JuliePresident & CEOTAX W/H23,460$77.02$1.8M
Feb 1, 2026VANDERPLOEG MARTIN J.DirectorTAX W/H560$77.02$43.1K
Jan 21, 2026VANDERPLOEG MARTIN J.DirectorGIFT491,270

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (95% buy). Based on 21 analysts: 10 strong buy, 10 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$78.73 mean target +60.9% upside Strong Buy (1.17)
$65.00 Low $90.00 High
MetricValue
Current Price$48.93
Target Low$65.00
Target Mean$78.73
Target Median$80.00
Target High$90.00
# Analysts11
RecommendationStrong Buy (1.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.64 $0.63 $0.65 234.7% +0.0% 9↑ 0↓ $0.3B 16.7% 11
Next Q
2026-09-30
$0.68 $0.61 $0.71 22.8% +0.0% 5↑ 3↓ $0.3B 16.8% 11
Current FY
2026-12-31
$2.91 $2.87 $2.95 63.5% +0.0% 12↑ 0↓ $1.0B 17.5% 12
Next FY
2027-12-31
$3.50 $3.17 $3.69 20.3% +0.0% 12↑ 0↓ $1.2B 15.6% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.636
7d ago$0.636
30d ago$0.636
60d ago$0.513+0.123
90d ago$0.513+0.123
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Stephens & Co. REITERATE Overweight Overweight
May 6, 2026 Stifel MAINTAIN Buy Buy
May 6, 2026 BTIG MAINTAIN Buy Buy
Feb 20, 2026 Baird MAINTAIN Outperform Outperform
Feb 20, 2026 Truist Securities REITERATE Buy Buy
Feb 20, 2026 Stifel MAINTAIN Buy Buy
Feb 20, 2026 BTIG MAINTAIN Buy Buy
Dec 17, 2025 BTIG INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026101010095%
May 1, 2026101010095%
Apr 1, 2026101010095%
Mar 1, 2026101010095%
Feb 1, 2026101010095%
Jan 1, 202610910095%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 6, 2026160° Warm101
May 6, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 1mo ago
Workiva ($WK) - Seriously oversold?
▲ 1 💬 0 ⚡ 0.5
May 13, 2026
short_interest
FTD: WK — 50,287 shares ($2.4M) failed to deliver
Settlement: 20260513, Price: $46.85, FTD Value: $2,355,945.95, WORKIVA INC COM CL A (CA)
May 5, 2026
earnings_calendar
WK Q1 2026 Earnings Scheduled — 2026-05-05
Mar 11, 2026
short_interest
FTD: WK — 18,414 shares ($1.1M) failed to deliver
Settlement: 20260311, Price: $62.19, FTD Value: $1,145,166.66, WORKIVA INC COM CL A (CA)
Feb 23, 2026
short_interest
FTD: WK — 11,801 shares ($0.7M) failed to deliver
Settlement: 20260223, Price: $61.43, FTD Value: $724,935.43, WORKIVA INC COM CL A (CA)
Feb 6, 2026
short_interest
FTD: WK — 22,924 shares ($1.6M) failed to deliver
Settlement: 20260206, Price: $68.99, FTD Value: $1,581,526.76, WORKIVA INC COM CL A (CA)
Feb 4, 2026
short_interest
FTD: WK — 57,855 shares ($4.2M) failed to deliver
Settlement: 20260204, Price: $72.00, FTD Value: $4,165,560, WORKIVA INC COM CL A (CA)
Feb 3, 2026
short_interest
FTD: WK — 183,822 shares ($14.1M) failed to deliver
Settlement: 20260203, Price: $76.54, FTD Value: $14,069,735.88, WORKIVA INC COM CL A (CA)