WORKIVA INC(WK)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 65.4/100 on a 32-signal composite quality model, placing it at rank #483 of 2,960 stocks — the top 25% of the AI-ranked universe. WK scores in the top quartile across earnings quality (87.3), revenue growth (80.3). Shareholder dilution risk is elevated at 12.5/100, 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.
AI Quality Score
65.4/100
AI Rank
#483
Revenue
$255.3M
Net Income
$13.4M
Free Cash Flow
$78.0M
Operating Margin
4.6%
WK key financials by period
WORKIVA INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating 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%
Institutions holding WK
Institutional investors reporting a position in WORKIVA INC on SEC Form 13F.
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.
