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WK Workiva Inc.

Information Technology, filed as WORKIVA INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.4%
  • $40M
  • 1 add

In 2026 Q2 Mairs & Power added to Workiva.

Who owns this now

Largest portfolio weights among holders, up to 0.4% (Mairs & Power). Not free-float ownership.

  1. Mairs & Power Add 0.37%

Who owns WK

Sorted by value, long equity only, as of 2026 Q2.

History
Mairs & Power 0.37% Add +15.9% 829,491 $40M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WK's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WK insider trades
  • None no insider bought on the open market
  • $944K sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Brandon Ziegler EVP, CLO, CAO & Corp Secretary
    Sale
    $499K 6,571 shares at $75.97 4.9% of stake
    Traded Aug 20 Filed Aug 21
  2. Robert H Herz Director
    Sale
    $77K 1,500 shares at $51.23 3.9% of stake
    Traded Jun 4 Filed Jun 8
  3. Robert H Herz Director
    Sale
    $50K 1,000 shares at $49.69 2.8% of stake
    Traded May 29 Filed Jun 2
  4. Robert H Herz Director
    Sale
    $137K 1,500 shares at $91.44 4% of stake
    Traded Dec 10, 2025 Filed Dec 12, 2025
  5. David S. Mulcahy Director
    Sale
    $106K 1,162 shares at $91.50 0.5% of stake
    Traded Dec 10, 2025 Filed Dec 12, 2025
  6. David S. Mulcahy Director
    Sale
    $74K 808 shares at $92.01 0.3% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025

Also filed in the last 12 months, not counted as buying or selling: 20 stock grants, 15 share withholdings for taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
SCHEDULE 13G —
8-K 2.02,9.01
10-Q
SCHEDULE 13G —
8-K 5.02,5.07,9.01
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q
8-K 4.01,9.01
DEFA14A
SCHEDULE 13G —
DEF 14A
DEFA14A
SCHEDULE 13G/A —
8-K 2.02,9.01
10-K
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $630.04M $738.68M $884.57M
Gross profit $475.82M $566.62M $694.14M
Gross margin * 75.5% 76.7% 78.5%
Net income -$127.52M -$55.04M -$26.17M
Net margin * -20.2% -7.5% -3.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.01B $1.05B $1.16B
Total non-current assets * $209.92M $320.23M $331.19M
Total assets $1.22B $1.37B $1.49B
Total current liabilities $484.5M $592.42M $741.65M
Total non-current liabilities * $823.75M $817.73M $757.36M
Total equity -$89.39M -$41.68M -$5.44M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $70.88M $87.71M $140.07M
Cash from investing -$357.25M -$45.25M -$34.95M
Cash from financing $301.26M $6.74M -$74.94M
Net change in cash $16.52M $45.63M $37.13M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.