Workiva Inc
WKFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Workiva Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| TRUST POINT INC. | 2026-03-31 | 7,409 | $442K | SEC filing |
| Pictet Asset Management Holding SA | 2026-03-31 | 7,494 | $447K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 487,928 | $29.1M | SEC filing |
| Pembroke Management, LTD | 2026-03-31 | 224,900 | $13.4M | SEC filing |
| Kemnay Advisory Services Inc. | 2026-03-31 | 643 | $38.3K | SEC filing |
| Park Place Capital Corp | 2026-03-31 | 617 | $36.8K | SEC filing |
| Bell Investment Advisors, Inc | 2026-03-31 | 67 | $4K | SEC filing |
| JANUS HENDERSON GROUP PLC | 2026-03-31 | 173,155 | $10.3M | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 2,315 | $138K | SEC filing |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2026-03-31 | 539,042 | Not shown | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 41,566 | $2.48M | SEC filing |
| Elequin Capital, LP | 2026-03-31 | 21 | $1.25K | SEC filing |
| SJS Investment Consulting Inc. | 2026-03-31 | 10 | $597 | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 15,271 | $911K | SEC filing |
| Quantinno Capital Management LP | 2026-03-31 | 36,925 | $2.2M | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 114,759 | $6.84M | SEC filing |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 2026-03-31 | 1,221,561 | $72.8M | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 31 | $1.85K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 482,556 | $28.8M | SEC filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2026-03-31 | 27,270 | $1.63M | SEC filing |
- Each value is checked against Workiva Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Workiva Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Workiva Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-11-11 · RADIA SUKU V.: Larger than all 39 other insider sales of Class A Common Stock on file. SEC filing
- 2024-02-02 · Hawkins Michael D.: Larger than 37 of the 39 other insider sales of Class A Common Stock on file. SEC filing
- 2023-03-08 · Klindt Jill: Larger than 38 of the 39 other insider sales of Class A Common Stock on file. SEC filing
- 2023-02-27 · Ziegler Brandon: Larger than 36 of the 39 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-04 | Herz Robert H · Director | Class A Common Stock | S — Open market or private sale | −1,500 | 51.23 | SEC filing |
| 2026-05-29 | Herz Robert H · Director | Class A Common Stock | S — Open market or private sale | −1,000 | 49.69 | SEC filing |
| 2025-12-10 | MULCAHY DAVID S. · Director | Class A Common Stock | S — Open market or private sale | −1,162 | 91.50 | SEC filing |
| 2025-12-10 | Herz Robert H · Director | Class A Common Stock | S — Open market or private sale | −1,500 | 91.44 | SEC filing |
| 2025-11-26 | MULCAHY DAVID S. · Director | Class A Common Stock | S — Open market or private sale | −808 | 92.01 | SEC filing |
| 2025-05-23 | Klindt Jill · EVP, CFO & Treasurer | Class A Common Stock | S — Open market or private sale | −7,773 | 67.10 | SEC filing |
| 2025-03-14 | Herz Robert H · Director | Class A Common Stock | S — Open market or private sale | −1,000 | 88.70 | SEC filing |
| 2025-03-14 | Herz Robert H · Director | Class A Common Stock | S — Open market or private sale | −1,500 | 88.66 | SEC filing |
Showing 8 of 15 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-01 | Herz Robert H · Director | Class A Common Stock | A — Grant, award, or other acquisition | +4,070 | SEC filing |
| 2026-06-01 | Malik Astha · Director | Class A Common Stock | A — Grant, award, or other acquisition | +4,070 | SEC filing |
| 2026-06-01 | CROW MICHAEL M · Director | Class A Common Stock | A — Grant, award, or other acquisition | +4,070 | SEC filing |
| 2026-06-01 | VANDERPLOEG MARTIN J. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +4,070 | SEC filing |
| 2026-06-01 | PEEK MARK S · Director | Class A Common Stock | A — Grant, award, or other acquisition | +4,070 | SEC filing |
| 2026-06-01 | Herren Richard Scott · Director | Class A Common Stock | A — Grant, award, or other acquisition | +4,070 | SEC filing |
| 2026-06-01 | RADIA SUKU V. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +4,070 | SEC filing |
| 2026-06-01 | VANDERPLOEG MARTIN J. · Director | Class A Common Stock | F — Payment of exercise price or tax by delivering securities | −28,942 | SEC filing |
Showing 8 of 32 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2024-02-23 | Herz Robert H · Director | Class A Common Stock | J — Other acquisition or disposition | −11,793 | SEC filing |
| 2024-02-23 | Herz Robert H · Director | Class A Common Stock | J — Other acquisition or disposition | +11,793 | SEC filing |
Showing 2 of 2 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.