WK Workiva (WK) Insider Trading, Ownership & Congress Trades
Software & IT · Services-prepackaged software · CIK 0001445305
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
180
13F, latest reported quarter
What the filings say about WK
Insiders, 180 days
-$625.7K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$1.7M
2 notices
Workiva insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, WORKIVA INC insiders sold a net $625.7K of stock across 112 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Mar 7, 2025.
- The trade is 5.2% of the 126,216 shares held after it.
- No other insider sold within 30 days.
- 180 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, CLO, CAO & Corp Secretary Ziegler Brandon sold about $499.2K of WK on Aug 20, 2026, the largest insider sale at the company since 2025; 180 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on May 29, 2026.
- The trade is 4.0% of the 37,372 shares held after it.
- No other insider sold within 30 days.
- 180 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Herz Robert H sold about $76.8K of WK on Jun 4, 2026; 180 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Dec 10, 2025.
- The trade is 2.9% of the 34,802 shares held after it.
- No other insider sold within 30 days.
- 180 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Herz Robert H sold about $49.7K of WK on May 29, 2026; 180 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Nov 26, 2025.
- The trade is 0.5% of the 240,373 shares held after it.
- 1 other insider sold within 30 days.
- 180 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director MULCAHY DAVID S. sold about $106.3K of WK on Dec 10, 2025; 1 other insider sold within 30 days and 180 funds added in the latest 13F quarter.Context
- 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Mar 14, 2025.
- The trade is 4.2% of the 35,802 shares held after it.
- 1 other insider sold within 30 days.
- 180 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Herz Robert H sold about $137.2K of WK on Dec 10, 2025; 1 other insider sold within 30 days and 180 funds added in the latest 13F quarter.112 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$625.7K over 180 days
-$499.2K over 90 days
more than 61% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
180 funds bought in last quarter
more than 71% of Software & IT
Revenue
+19.7% year over year
more than 71% of Software & IT
Margin
-3.0% net margin
below 51% of Software & IT
Buybacks
$172.7M repurchased, FY to 2026-06-30
more than 66% of Software & IT
Short interest
7.8% of the float short (float per yahoo 2026-10-26) · 3.2 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch WK
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-2.3%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns WK: institutional holders (13F)
13F holdings, latest reported quarter
5,507,490 sh
$267.2M
4,046,352 sh
$196.3M
3,482,515 sh
$168.9M
2,578,108 sh
$125.1M
2,287,053 sh
$110.9M
Congress trades in WK
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
WK planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
BRANDON ZIEGLER
Filed 2026-08-20
$499.2K
Matthew Rizai
Filed 2026-08-05
$1.2M
Matthew Rizai
Filed 2026-07-16
$1.7M
MATTHEW RIZAI
Filed 2026-07-01
$6.0M
WK mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Hotchkis and Wiley Small Cap Value Fund
$39.9M position · as of 2026-06-30
4.9%
Madison Small Cap Fund
$4.7M position · as of 2026-07-31
3.0%
ABSOLUTE FLEXIBLE FUND
$937.2K position · as of 2026-06-30
2.3%
Global X Cloud Computing ETF
$5.0M position · as of 2026-05-31
1.9%
First Trust Cloud Computing ETF
$47.2M position · as of 2026-06-30
1.7%
Mairs & Power Small Cap Fund
$4.6M position · as of 2026-06-30
1.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Iskow
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$13.5M
$20.1M
$4.6M
+20%
+105%
2022
$7.7M
$1.6M
$5.0M
-8%
-10%
2021
$9.8M
$13.8M
$5.0M
+42%
+38%
2020
$3.6M
$9.8M
$2.8M
+118%
+51%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $625.7K sold by insiders over 180 days, 180 funds added last quarter, $1.7M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
WK financials
Revenue growth
+19.7%
XBRL, annual
Net margin
-3.0%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$965.7M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM WK
| FY Dec 2025 | $884.6M |
| FY Dec 2024 | $738.7M |
| FY Dec 2023 | $630.0M |
| FY Dec 2022 | $537.9M |
| FY Dec 2021 | $443.3M |
| Jun 2026 | $255.3M |
| Mar 2026 | $247.3M |
| Dec 2025 | $238.9M |
| Sep 2025 | $224.2M |
| Jun 2025 | $215.2M |
| Mar 2025 | $206.3M |
| Dec 2024 | $199.9M |
| Sep 2024 | $185.6M |
At each fiscal year end
Single quarter
Net margin, TTM
+4.9%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM WK
| FY Dec 2025 | -3.0% |
| FY Dec 2024 | -7.5% |
| FY Dec 2023 | -20.2% |
| FY Dec 2022 | -16.9% |
| FY Dec 2021 | -8.5% |
| Jun 2026 | +5.3% |
| Mar 2026 | +7.7% |
| Dec 2025 | +4.9% |
| Sep 2025 | +1.2% |
| Jun 2025 | -9.0% |
| Mar 2025 | -10.4% |
| Dec 2024 | -4.4% |
| Sep 2024 | -9.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$200.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM WK
| FY Dec 2025 | $138.0M |
| FY Dec 2024 | $86.3M |
| FY Dec 2023 | $68.8M |
| FY Dec 2022 | $7.9M |
| FY Dec 2021 | $46.3M |
| Jun 2026 | $78.0M |
| Mar 2026 | $25.7M |
| Dec 2025 | $50.7M |
| Sep 2025 | $46.1M |
| Jun 2025 | $49.3M |
| Mar 2025 | -$8.1M |
| Dec 2024 | $43.2M |
| Sep 2024 | $18.7M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity WK
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 56.87x |
| FY Dec 2021 | 0.00x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.29x
TTM operating cash flow over long-term 2026-06-30 plus current 2017-12-31 (103 months older than the period end)
Cash flow to debt WK
| FY Dec 2025 | 0.20x |
| FY Dec 2024 | 0.11x |
| FY Dec 2023 | 0.09x |
| FY Dec 2022 | 0.03x |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.29x |
| Mar 2026 | 0.25x |
| Dec 2025 | 0.20x |
| Sep 2025 | 0.19x |
| Jun 2025 | 0.15x |
| Mar 2025 | 0.07x |
| Dec 2024 | 0.11x |
| Sep 2024 | 0.09x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity WK
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | -230.4% |
| FY Dec 2021 | -55.0% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+3.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets WK
| FY Dec 2025 | -1.8% |
| FY Dec 2024 | -4.3% |
| FY Dec 2023 | -12.5% |
| FY Dec 2022 | -11.3% |
| FY Dec 2021 | -5.1% |
| Jun 2026 | +3.5% |
| Mar 2026 | +1.0% |
| Dec 2025 | -1.8% |
| Sep 2025 | -3.4% |
| Jun 2025 | -5.1% |
| Mar 2025 | -5.2% |
| Dec 2024 | -4.3% |
| Sep 2024 | -4.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+8.2%
operating income after a 9.8% effective tax rate, over long-term 2026-06-30 plus current 2017-12-31 (103 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital WK
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +8.2% |
| Mar 2026 | -0.5% |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+4.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed WK
| FY Dec 2025 | -5.6% |
| FY Dec 2024 | -10.1% |
| FY Dec 2023 | -16.5% |
| FY Dec 2022 | -32.1% |
| FY Dec 2021 | -10.4% |
| Jun 2026 | +4.7% |
| Mar 2026 | -0.3% |
| Dec 2025 | -5.6% |
| Sep 2025 | -8.6% |
| Jun 2025 | -11.5% |
| Mar 2025 | -11.2% |
| Dec 2024 | -10.1% |
| Sep 2024 | -9.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
104.23x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing WK
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 58.45x |
| Mar 2026 | 248.46x |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value WK
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield WK
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
PEG, trailing WK
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $884.6M | $738.7M | $630.0M | $537.9M |
| Gross profit | $694.1M | $566.6M | $475.8M | $408.0M |
| Operating income | -$42.4M | -$76.5M | -$94.5M | -$88.8M |
| Net income | -$26.2M | -$55.0M | -$127.5M | -$90.9M |
| EPS (diluted) | -0.47 | -0.99 | -2.36 | -1.72 |
| Operating cash flow | $140.1M | $87.7M | $70.9M | $11.3M |
| Cash | $338.8M | $301.8M | $256.1M | $240.2M |
| Long-term debt | $696.3M | $764.9M | $762.5M | $340.3M |
| Buybacks | $71.6M | $0 | $0 | n/a |
SEC XBRL, fiscal years, as known on 2026-10-27
WK Stock Sonar score 6/7 axes
Find similar shapesCompareWK ranks highest on growth (70th percentile) and financial health (53rd), and lowest on insider conviction (29th), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
WK filings, in plain words
Are Workiva insiders buying or selling WK?
In the 180 days to 2026-10-27, Workiva insiders were net sellers, a net $625.7K across purchases and sales reported on Form 4, by 2 sellers.
Are there planned insider sales of WK?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $1.7M of stock; the latest, by BRANDON ZIEGLER, was filed 2026-08-20.
Read the full summary
In the 180 days to 2026-10-27, Workiva insiders were net sellers of WK, a net $625.7K across purchases and sales reported on Form 4 by 2 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $1.7M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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