WK is the ticker symbol for WORKIVA INC, a publicly traded Technology sector company listed on NYSE. 13F Pro tracks WK with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is WK a good stock to buy?

13F Pro's AI ranking engine scores WK at 65.0/100, ranked #500 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for WK is available at https://13fpro.ai/company/WK. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source WK data?

All WORKIVA INC fundamentals and ownership data come directly from SEC EDGAR. WORKIVA INC files with the SEC under CIK 1445305. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

WORKIVA INC WK

NYSEMid CapTechnology

13F Pro quality score

Rank #500 of 2,925TOP 25%

Why it scores 65 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$255.29M

Quarter to Jun 30

Net income

$13.44M

Quarter to Jun 30

Free cash flow

$77.98M

Quarter to Jun 30

Operating margin

4.6%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$3.13B total

BlackRock, Inc.

$341.64M+36.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

$196.29M+2.3%

Jericho Capital Asset Management L.P.

$168.94M+41.2%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$125.06M+53.5%

VANGUARD CAPITAL MANAGEMENT LLC

$110.94M+1.3%

STATE STREET CORP

$88.67M+23.3%

FMR LLC

$86.24M-1.9%

LINDEN ADVISORS LP

$81.94M-5.4%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$68.90M+28.0%

DeepCurrents Investment Group LLC

$66.33M0.0%

FRANKLIN RESOURCES INC

$64.35M-8.1%

WOLVERINE ASSET MANAGEMENT LLC

$63.87M-2.2%

GEODE CAPITAL MANAGEMENT, LLC

$62.79M+5.4%

EDMOND DE ROTHSCHILD HOLDING S.A.

$61.52M+3.8%

Squarepoint Ops LLC

$60.51M+110.7%

STEELHEAD PARTNERS LLC

$57.30M+6.1%

FIRST TRUST ADVISORS LP

$54.65M+30.5%

Point72 Asset Management, L.P.

$48.47M+238.4%

PRICE T ROWE ASSOCIATES INC /MD/

$46.89M+79.3%

FULLER & THALER ASSET MANAGEMENT, INC.

$45.77M+2.3%

Topline Capital Management, LLC

$42.26M-17.0%

MAIRS & POWER INC

$40.24M+15.9%

Opti Capital Management, LP

$39.55M+10.5%

BANK OF AMERICA CORP /DE/

$39.41M-22.2%

UBS Group AG

$38.21M-30.2%

See all 331 institutional holders →

What's Driving WK's Business? Latest 10-Q Breakdown

26/26 datapoints verified

AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Workiva swung to Q2 profitability with $255.3M revenue (+18.6% YoY) and $13.4M net income, reversing prior-year $19.4M loss as subscription revenue grew 19.2%.

Biggest Revenue Drivers

Subscription and support$236.3M+19.2% YoY

Strong demand and continued solution expansion across customer base.

Professional services$19.0M+11.9% YoY

Increase primarily due to XBRL services; company transitioning consulting to partners.

Biggest Revenue Drivers

Total revenue: $255.3M+18.6% YoY

Subscription and support$236.3M+19.2% YoY

Strong demand and continued solution expansion across customer base.

Professional services$19.0M+11.9% YoY

Increase primarily due to XBRL services; company transitioning consulting to partners.

Largest Expense Items

Sales and marketing$109.0M+4.8% YoY

Higher cash-based compensation from headcount increase, travel, and internal events.

Research and development$57.5M+4.8% YoY

Higher professional service fees, software expense for platform investment, and internal event costs.

General and administrative$27.1M-6.4% YoY

Decrease in internal event costs partially offset by higher stock-based compensation.

Margins: Gross profit margin expanded to 80.4% in Q2 2026 from 77.0% in Q2 2025, driven by strong subscription revenue growth outpacing cost-of-revenue growth. Operating margin improved significantly to 4.6% from -10.2%, reflecting operating leverage as revenue growth accelerated and expense leverage improved.

Watch Items from the Filing

2026 Convertible Notes mature August 15, 2026; $71.2M principal outstanding classified as current liability. Redemption/conversion or cash management needed imminently.
Net retention rate declined to 110.5% (Q2 2026) from 113.7% (Q2 2025), indicating deceleration in customer expansion despite strong gross retention of 97.3%.
Policy and regulatory uncertainty affecting sustainability solutions; EU's Omnibus Directive changes and variability in implementation contributing to customer adoption uncertainty.
Accumulated deficit of $701.4M as of June 30, 2026, though company achieved positive net income in both Q2 2026 ($13.4M) and YTD ($32.4M), demonstrating path to profitability.
Large customers with $100k+ ACV represent 80.8% of subscription revenue; no single customer exceeds 1% of revenue; top 10 customers represent less than 10%.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/WK

Earnings Per Share

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WORKIVA INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$884.6M	$-26.2M	-4.8%
FY 2024	10-K	$738.7M	$-55.0M	-10.4%
FY 2023	10-K	$630.0M	$-127.5M	-15.0%
FY 2022	10-K	$537.9M	$-90.9M	-16.5%
FY 2021	10-K	$443.3M	$-37.7M	-6.6%
FY 2020	10-K	$351.6M	$-48.4M	-10.8%

About WORKIVA INC (WK): stock profile, AI score and financials

WORKIVA INC (WK) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores WK at 65.0/100 on a composite quality score built from its SEC filings, placing it at rank #500 of 2,925 stocks — the top 25% of the AI-ranked universe. WK scores in the top quartile across earnings quality (87.0), revenue growth (79.8). Shareholder dilution risk is elevated at 12.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WORKIVA INC reports quarterly revenue of $255.3M, net income of $13.4M, an operating margin of 4.6%. Top institutional holders of WK by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Jericho Capital Asset Management L.P., based on the most recent SEC filings. WK trades on the NYSE exchange and files with the SEC under CIK 1445305. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WORKIVA INC directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1445305 →

WORKIVA INC WK

Top Institutional Holders

What's Driving WK's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

WK key financials by period

WK insiders

About WORKIVA INC (WK): stock profile, AI score and financials

WORKIVA INC WK

Top Institutional Holders

What's Driving WK's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

WK key financials by period

Companies similar to WK

WK insiders

About WORKIVA INC (WK): stock profile, AI score and financials