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WORKIVA INC WK

Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally. The company provides Workiva platform, a multi-tenant cloud software that provides data-linking capabilities; audit trail services; administrators access management; and connects and transforms data from various enterprise resource planning, human capital management, and customer relationship management systems, as well as other third-party cloud and on-premise applications.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • The company provides Workiva platform, a multi-tenant cloud software that provides data-linking capabilities.
  • It serves public and private companies, government agencies, and higher-education institutions. Workiva Inc. was founded in 2008 and is headquartered in Ames, Iowa.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Eminence Capital Ricky Sandler 3.4% $150.3M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $7.6M Estimated from net reduced shares
Net share change / base shares -4.8% -126,879 / 2,646,768
Eminence Capital Ricky Sandler 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 40.7% 13F value change +$139.4M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.5% 13F value change -$867,230
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -32.0% 13F value change -$169.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,646,768 Last 3 periods -126,879 (-4.8%) Total shares 2,519,889 Value $150.3M

Recent mentions

No public mentions.