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WK · Workiva Inc

Track WK — free
$76.55 -2.04 (-2.60%) At close · Sep 4
Market Cap
$4.17B
Shares
54.42M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$76.55 Open$77.80 Day$75.58–78.08 52W close$44.31–93.31 Avg vol 30d805K Short int4.9M · 9.0% float · 5.5d Short vol52% Last earningsAug 4, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 6, 2026 Est · unconfirmed · in 9 wks
filed Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$965.70M
Trailing 12 months
Net income (TTM)
$47.04M
Trailing 12 months
Revenue growth YoY
+18.6%
Year over year
Operating margin
3.3%
Trailing 12 months
P / E (TTM)
92.2
Trailing earnings · reciprocal yield 1.1%
FCF yield
4.7%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
0.0%
Year over year · fewer shares
Price change (1Y)
+0.7%
Trailing year
Short interest
9.0%
Latest settlement · 5.5 days to cover
View all 114 metrics

AI Brief

Q2 FY26 earnings call · Aug 4, 2026
Q2 FY26

TL;DR. Workiva Q2 2026: revenue beat the high end with 19% growth and non-GAAP operating margin beat by 180 bps at 16.8%, prompting the company to raise full-year non-GAAP operating margin guidance to ~18% (achieving its 2027 target a year early) and lift free cash flow margin guidance to ~21%.

Bullish
  • + Total revenue grew 19% to $255M, beating the high end of guidance by $3M
  • + Raised full-year 2026 non-GAAP operating margin guidance to ~18%, hitting the 2027 target a year early
  • + Raised full-year 2026 free cash flow margin guidance by 100 bps to ~21%
  • + Large contract cohorts expanded: $300K+ contracts up 34% to 656 and $500K+ contracts up 33% to 276
Bearish
  • Cash, cash equivalents, and marketable securities fell $48M sequentially to $815M, driven by $123M of share repurchases

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 14.5 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +17%
above
Price vs 50-day avg +22%
above
RSI (14) 62
neutral
MACD trend Negative
52-week position 66%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return +18%
trailing
6-month return +25%
trailing
YTD return −11%
this year
Relative strength +10%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $63 › 200d $66 — 200d above 50d
Institutional flow Distributing
-3% holders QoQ · +63 funds added
Insider flow Distributing
Net -$499.2K over 90 days · 100% sells
Short interest Falling
8.98% of float · ▼ -1.6% MoM · 5.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
306 holders — mid 3-yr range
Squeeze score 72
high risk · 0–100
Fundamentals
Excellent
Revenue growth +20%
Y/Y
Gross margin 78%
expanding
EPS growth +53%
Y/Y
Free cash flow $138.0M
Valuation P/E 94.7
rich
Buyback $28.0M
remaining
Balance sheet $60.3M
net cash
Quant / Vol
risk profile
Very High
Volatility 44%
annualized · 1-yr
Max drawdown −53%
past year
ATR 4.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 3 of last 3
Prior guidance period ended · from the Earnings Call filed Nov 3, 2021
Total revenue · fourth quarter of 2021 $116.5M – $117.5M
Total revenue · full year 2021 $439M – $440M
Total revenue · full year 2022 at least $528M
Guided vs delivered · last 3 settled
Total revenue fourth quarter of 2021
guided $116.5M – $117.5M
$120.78M Beat +3.2%
Total revenue full year 2021
guided $439M – $440M
$443.29M Beat +0.9%
Total revenue full year 2022
guided at least $528M
$537.88M In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+17% Bullish
Price vs 50-day avg
+22% Bullish
RSI (14)
62 Neutral
MACD trend
Negative Bearish
52-week position
66% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $63 › 200d $66 — 200d above 50d
Institutional flow Distributing
-3% holders QoQ · +63 funds added
Insider flow Distributing
Net -$499.2K over 90 days · 100% sells
Short interest Falling
8.98% of float · ▼ -1.6% MoM · 5.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
306 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $44 Now $77 · 66% Range high $93
vs 200-day avg +17% vs 50-day avg +22%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Software - Application — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
WK
Workiva Inc
this stock
$4.17B -11.2% +19.7% 94.7 9.0%
SAP
Sap SE
$248.28B -11.4% 0.7%
CRM
Salesforce, Inc.
$213.35B -2.1% +25.9% 23.7 3.2%
SHOP
Shopify Inc.
$186.68B -9.9% +30.1% 97.4 1.2%
UBER
Uber Technologies, Inc
$154.74B -7.3% +18.3% 16.2 2.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
306
% held
91.2%
Net QoQ
+571.2K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
274
View
Short & Settlement
Short Interest Falling
Shares short
4.9M
Days to cover
5.5d
Change
-80.9K sh
View
Short Volume
Short vol %
52%
As of
Sep 4, 2026
Short Total
View
Fails to Deliver
FTD shares
4.8K
Value
$353.3K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
40.2%
Week of
Jul 27, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$499.2K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Congressional Trades Buy
Member
Greg Gianforte
Amount
$100.0K–$250.0K
Traded
Jun 24, 2020
View
Financials
Financials
Revenue (FY)
$884.6M
Net income (FY)
$-26.2M
EPS diluted
$-0.47
View
Buybacks
Authorized
$100.0M
Remaining
$28.0M
Spent Remaining
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 4, 2026
This year
14
View
Proposed Sales
Value
$499.2K
Shares
6.6K
Filed
Aug 20, 2026
View
Earnings & Events
Earnings Calls Upcoming
Next call
Sep 15, 2026
Last call
Aug 4, 2026
View
Investor Relations
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
WK -3.3% +17.5% +25.1% -4.3% -11.3%
SPY +0.1% -0.4% +15.1% +0.4% +12.9%
vs SPY -3.4% +17.9% +10.0% -4.7% -24.2%

Capital returns

Buyback program · as of Dec 31, 2025
Authorized
$100.00M
Spent (derived)
$72.00M
Remaining
$28.00M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1445305 CUSIP 98139A105 13F (30d) 218 filings 217 filers Visit website Investor relations