WAVEMAN · COMPANY

WK · Workiva Inc

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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WK

Name: WORKIVA INC (WK) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

WORKIVA INC

SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001445305

FORM 144 · 4☆ WATCH

INSIDER NET · 180D

-$625.7K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

180

13F, latest reported quarter

REVENUE GROWTH

+19.7%

XBRL, annual

NET MARGIN

-3.0%

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 55% of Software & IT

CONGRESS

no member of Congress has reported trading it

FUNDS

180 funds added or opened last quarter

more than 70% of Software & IT

REVENUE

+19.7% year over year

more than 72% of Software & IT

MARGIN

-3.0% net margin

below 54% of Software & IT

BUYBACKS

$172.7M repurchased, FY to 2026-06-30

more than 67% of Software & IT

SHORT

no short interest reported

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

4 insiders have filed intent to sell ($9.5M) and have not sold yet.

180 funds added or opened positions in the latest 13F quarter, of 312 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -1.0%

-1.0%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

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, $9.5M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred 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 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Ziegler Brandon

EVP, CLO, CAO & Corp Secretary

SELL

2026-08-20

6,571.0

$499.2K

Herz Robert H

Director

SELL

2026-06-04

1,500.0

$76.8K

Herz Robert H

Director

SELL

2026-05-29

1,000.0

$49.7K

MULCAHY DAVID S.

Director

SELL

2025-12-10

1,162.0

$106.3K

Herz Robert H

Director

SELL

2025-12-10

1,500.0

$137.2K

112 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 107 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

5,507,490.0 sh

$267.2M

VANGUARD PORTFOLIO MANAGEMENT LLC

4,046,352.0 sh

$196.3M

Jericho Capital Asset Management L.P.

3,482,515.0 sh

$168.9M

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

2,578,108.0 sh

$125.1M

VANGUARD CAPITAL MANAGEMENT LLC

2,287,053.0 sh

$110.9M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

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

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Hotchkis and Wiley Small Cap Value Fund

$25.9M POSITION · AS OF 2026-03-31

4.0%

Global X Cloud Computing ETF

$7.1M POSITION · AS OF 2026-02-28

3.4%

13D Activist Fund

$3.1M POSITION · AS OF 2026-03-31

3.4%

Advent Convertible Bond ETF

$888.6K POSITION · AS OF 2026-02-28

3.1%

ABSOLUTE FLEXIBLE FUND

$938.8K POSITION · AS OF 2026-03-31

2.9%

Mairs & Power Small Cap Fund

$5.7M POSITION · AS OF 2026-03-31

2.5%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	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
BUYBACKS	$71.6M	$0	$0	—

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE