What is the 13F Pro Quality Score for WK?

13F Pro ranks WORKIVA INC (WK) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WK's current score at https://13fpro.ai/company/WK (free sign-up required for the full ranking).

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.

What sector is WK in?

WORKIVA INC (WK) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives WK's revenue?

Per WORKIVA INC's latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Subscription and support ($236.3M, +19.2% YoY); Professional services ($19.0M, +11.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/WK.

What are WK's largest expenses?

WORKIVA INC's latest 10-Q reports these as the largest expense items: Sales and marketing ($109.0M, +4.8% YoY); Research and development ($57.5M, +4.8% YoY); General and administrative ($27.1M, -6.4% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is WK research updated on 13F Pro?

WK's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WORKIVA INC(WK)Stock Analysis

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SEC EDGAR: CIK 1445305 WK stock profile & AI dashboard →

13F Pro Quality Score

65.4/100

Rank #484 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

80.3/100

Profitability

63.0/100

Balance Sheet

62.1/100

Earnings Quality

87.3/100

Free Cash Flow

73.8/100

Institutional Flow

55.3/100

Revenue Scale

49.3/100

Dilution Risk

12.5/100

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Why WK Scores 65/100

exact factor attribution · 2026-09-11

WK's composite is driven by revenue growth and earnings quality, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+6.1 pts

80th pct

Earnings quality

+3.7 pts

87th pct

Free cash flow

+3.6 pts

74th pct

Profitability

+1.9 pts

63th pct

Capital efficiency

+1.2 pts

62th pct

Earnings growth

+0.6 pts

63th pct

Institutional flow

+0.3 pts

55th pct

Scale

-0.1 pts

49th pct

Shareholder dilution

-1.9 pts

13th pct

Latest change (2026-08-04): 53 → 60 · ↑ Capital efficiency 31→60; ↑ Profit margin 47→67; despite ↓ Revenue growth 80→65

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WK Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for WORKIVA INC (WK), 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 #484 of 2,961 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. WORKIVA INC's 13F Pro composite quality score has ranged between 36 and 65 since 2021, currently 65.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about WORKIVA INC

Quirks, history, and lore behind WK — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. software company · mid-cap · listed on NYSE · headquartered in Iowa, of all places.
2
The Numbers
Annual revenue in the range of $700–800 million, with a customer base heavily concentrated in large enterprises and regulated industries like finance and insurance.
3
The History
Founded in the early 2000s out of Iowa State University research, it went public in 2014 and built its business around solving a very unglamorous corporate headache: financial and regulatory reporting.
4
The Secret
Its core pitch is replacing the sprawling, error-prone spreadsheet nightmare that finance teams use to produce annual reports, SEC filings, and audit documents — all in one connected cloud platform.
5
The Lore
Its platform is used by a huge share of Fortune 500 companies to file documents directly with the SEC, making it quietly essential to Wall Street even though almost no consumer has ever heard of it.
6
The Giveaway
If your company needs to file a 10-K or 10-Q with the SEC without a single cell reference breaking, chances are you're doing it on this Ames, Iowa cloud platform whose ticker is just two letters.

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

✓ 26/26 datapoints verified

AI-extracted from WORKIVA INC's 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 →Share on X

Revenue

Q2 2026

$255.3M

Net Income

Q2 2026

$13.4M

Free Cash Flow

Q2 2026

$78.0M

Operating Margin

Q2 2026

4.6%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+19.7% YoY

$884.6MFY 2025

FY22 $537.9MFY23 $630.0MFY24 $738.7MFY25 $884.6M

Net Income

+52.5% YoY

$-26.2MFY 2025

FY22 $-90.9MFY23 $-127.5MFY24 $-55.0MFY25 $-26.2M

Operating Income

+44.5% YoY

$-42.4MFY 2025

FY22 $-88.8MFY23 $-94.5MFY24 $-76.5MFY25 $-42.4M

EPS (Diluted)

+52.5% YoY

$-0.47FY 2025

FY22 $-1.72FY23 $-2.36FY24 $-0.99FY25 $-0.47

Total Assets

+9.1% YoY

$1.49BFY 2025

FY22 $819.6MFY23 $1.22BFY24 $1.37BFY25 $1.49B

Op. Cash Flow

+59.7% YoY

$140.1MFY 2025

FY22 $11.3MFY23 $70.9MFY24 $87.7MFY25 $140.1M

Free Cash Flow

+59.8% YoY

$138.0MFY 2025

FY22 $7.9MFY23 $68.8MFY24 $86.3MFY25 $138.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$884.6M +19.7%	$738.7M +17.2%	$630.0M +17.1%	$537.9M +21.3%	$443.3M +26.1%	$351.6M
Net Income	$-26.2M +52.5%	$-55.0M +56.8%	$-127.5M -40.2%	$-90.9M -141.0%	$-37.7M +22.0%	$-48.4M
Operating Income	$-42.4M +44.5%	$-76.5M +19.0%	$-94.5M -6.5%	$-88.8M -202.4%	$-29.4M +22.3%	$-37.8M
EPS (Diluted)	$-0.47 +52.5%	$-0.99 +58.1%	$-2.36 -37.2%	$-1.72 -132.4%	$-0.74 +26.0%	$-1.00
Total Assets	$1.49B +9.1%	$1.37B +12.3%	$1.22B +48.7%	$819.6M +4.2%	$786.8M +11.3%	$707.0M
Operating Cash Flow	$140.1M +59.7%	$87.7M +23.7%	$70.9M +525.3%	$11.3M -77.3%	$49.8M +49.9%	$33.2M
Free Cash Flow	$138.0M +59.8%	$86.3M +25.6%	$68.8M +772.9%	$7.9M -83.0%	$46.3M +47.6%	$31.4M

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Available Research

13F Pro tracks comprehensive data for WORKIVA INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WK

BlackRock, Inc.
$267.2M5,507,490 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$196.3M4,046,352 sh
Jericho Capital Asset Management L.P.
$168.9M3,482,515 sh
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$125.1M2,578,108 sh
VANGUARD CAPITAL MANAGEMENT LLC
$110.9M2,287,053 sh
FMR LLC
$82.3M1,697,045 sh
LINDEN ADVISORS LP
$81.9M87,320,000 sh
BlackRock, Inc.
$74.5M79,780,000 sh
STATE STREET CORP
$71.6M1,475,546 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$68.9M1,420,426 sh

Fund	Value	Shares
BlackRock, Inc.	$267.2M	5,507,490
VANGUARD PORTFOLIO MANAGEMENT LLC	$196.3M	4,046,352
Jericho Capital Asset Management L.P.	$168.9M	3,482,515
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$125.1M	2,578,108
VANGUARD CAPITAL MANAGEMENT LLC	$110.9M	2,287,053
FMR LLC	$82.3M	1,697,045
LINDEN ADVISORS LP	$81.9M	87,320,000
BlackRock, Inc.	$74.5M	79,780,000
STATE STREET CORP	$71.6M	1,475,546
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$68.9M	1,420,426

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Is WK a good stock to buy?

13F Pro's AI-powered analysis of WORKIVA INC (WK) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WK are available on the WK stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WK is classified as a mid company.

Which hedge funds own WK?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WK. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WORKIVA INC's investment landscape.