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Not Investment Advice

WK NYSE

Workiva Inc.
1W: +6.5% 1M: +23.8% 3M: +37.4% YTD: +1.7% 1Y: -5.4% 3Y: -14.0% 5Y: -42.7%
$84.45
-2.06 (-2.38%)
 
Weekly Expected Move ±6.3%
$75 $80 $86 $91 $97
NYSE · Technology · Software - Application · Tech Score Buy · Power 74 · $4.6B mcap · 48M float · 2.14% daily turnover · Short 65% of daily vol
Credit Risk of going bust: lower than 57% of companies Debt: 14.5% of company value Bonds: $104.9M held by 24 funds → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.41 (down 98%), Workiva Inc. would be worth roughly what it owes.
Total debt $782.1M against a stock market value of $4.60B.
Distance to default 5.84 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $419.9M (short-term plus half of long-term), stock volatility 45.3%; Altman Z'' 0.21. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

ETF Exposure

162
ETFs Holding
Total ETF Value
3.23%
Max Weight
0.250%
Avg Weight

ETF Holdings by Value

ETFs Holding WK

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 IJR
iShares Core S&P Small-Cap ETF
0.2500% 602 5.3% 35.1 0.02%
2 IWM
iShares Russell 2000 ETF
0.1511% 1,965 3.3% 9.3 0.02%
3 VITSX
0.0044% 3,485 34.6% 62.4 0.01%
4 VTSAX
0.0044% 3,485 34.6% 62.4 0.01%
5 VSMPX
0.0044% 3,485 34.6% 62.4 0.01%
6 VTI
Vanguard Morningstar Total Stock Market ETF
0.0044% 3,485 34.6% 62.4 0.01%
7 VITAX
0.0462% 316 59.4% 87.0 0.01%
8 VGT
Vanguard Information Technology ETF
0.0462% 318 63.6% 117.2 0.00%
9 NAESX
0.0406% 1,302 4.3% 23.6 0.01%
10 VB
Vanguard Morningstar Small-Cap ETF
0.0406% 1,298 5.0% 22.8 0.01%
11 VSCIX
0.0406% 1,298 5.0% 22.8 0.01%
12 VSMAX
0.0406% 1,298 5.0% 22.8 0.01%
13 SKYY
First Trust Cloud Computing ETF
1.8200% 65 33.1% 51.0 0.00%
14 NJM
0.0750% 1,897 8.0% 11.8 0.01%
15 FCCGX
0.5220% 302 9.9% 10.7 0.00%
16 FIDGX
0.5220% 302 9.9% 10.7 0.00%
17 FCTGX
0.5220% 302 9.9% 10.7 0.00%
18 FCPGX
0.5220% 301 9.9% 10.8 0.00%
19 FCIGX
0.5220% 302 9.9% 10.7 0.00%
20 FCAGX
0.5220% 302 9.9% 10.7 0.00%
21 IWO
iShares Russell 2000 Growth ETF
0.3062% 1,114 6.4% -1.2 0.01%
22 VBK
Vanguard Morningstar Small-Cap Growth ETF
0.0917% 550 10.8% 26.4 0.00%
23 VSGIX
0.0917% 550 10.8% 26.4 0.00%
24 VSGAX
0.0917% 550 10.8% 26.4 0.00%
25 SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
0.2519% 605 5.2% 34.9 0.02%
26 VXF
Vanguard Extended Market ETF
0.0409% 3,322 9.5% 3.8 0.01%
27 VEXAX
0.0409% 3,322 9.5% 3.8 0.01%
28 VEMPX
0.0409% 3,322 9.5% 3.8 0.01%
29 VIEIX
0.0409% 3,322 9.5% 3.8 0.01%
30 FESM
Fidelity Enhanced Small Cap ETF
0.5600% 866 7.1% 13.4 0.01%
31 FSSNX
0.1000% 1,952 3.2% 7.5 0.02%
32 IJT
iShares S&P Small-Cap 600 Growth ETF
0.4200% 345 9.5% 47.3 0.01%
33 VEXPX
0.1064% 824 8.0% 24.2 0.01%
34 VEXRX
0.1064% 826 8.1% 25.0 0.01%
35 SCHA
Schwab U.S. Small-Cap ETF
0.1063% 1,743 2.8% 15.7 0.02%
36 NLO
0.1427% 1,077 14.6% 14.9 0.01%
37 IGV
iShares Expanded Tech-Software Sector ETF
0.1457% 106 60.4% 718.7 0.00%
38 FSMAX
0.0500% 3,181 8.8% 12.6 0.01%
39 VTWO
Vanguard Russell 2000 ETF
0.1137% 1,992 3.3% 8.8 0.01%
40 SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
0.4190% 347 9.5% 47.2 0.01%
41 FTEC
Fidelity MSCI Information Technology Index ETF
0.0600% 289 64.1% 118.6 0.00%
42 VSEQX
0.0981% 612 7.1% 22.0 0.01%
43 BDMIX
0.0800% 3,803 14.6% -8368.4 3.97%
44 SMLF
iShares U.S. Small-Cap Equity Factor ETF
0.2400% 932 6.2% 18.8 0.13%
45 PSCT
Invesco S&P SmallCap Information Technology ETF
2.0113% 72 28.5% 65.8 0.00%
46 CLOU
Global X - Cloud Computing ETF
2.2400% 38 50.0% -7.8 0.00%
47 FSKAX
0.0060% 3,600 34.8% 51.6 0.01%
48 KOMP
State Street SPDR S&P Kensho New Economies Composite ETF
0.3227% 500 10.8% 31.8 0.01%
49 IJS
iShares S&P Small-Cap 600 Value ETF
0.1000% 462 8.9% 23.9 0.02%
50 DFAS
Dimensional - US Small Cap ETF
0.0220% 2,090 2.6% 15.2 0.01%
51 TMSL
T. Rowe Price Small-Mid Cap ETF
0.2268% 283 9.8% 24.8 0.01%
52 FYC
First Trust Small Cap Growth AlphaDEX Fund
0.4900% 262 7.8% 8.9 0.00%
53 MDSKX
0.1157% 1,567 3.2% -1.8 0.01%
54 MASKX
0.1157% 1,567 3.2% -1.8 0.01%
55 ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.0061% 2,420 33.8% 62.4 0.01%
56 WCLD
WisdomTree Cloud Computing Fund
1.5674% 64 19.7% 103.5 0.00%
57 SLYV
State Street SPDR S&P 600 Small Cap Value ETF
0.1044% 464 9.0% 23.8 0.02%
58 ESML
iShares ESG Aware MSCI USA Small-Cap ETF
0.1517% 897 5.1% 20.0 0.01%
59 XSW
State Street SPDR S&P Software & Services ETF
0.8175% 130 10.8% 60.1 0.00%
60 VTWG
Vanguard Russell 2000 Growth ETF
0.2255% 1,129 6.4% -0.6 0.01%
61 VSTCX
0.1146% 652 7.2% 14.4 0.01%
62 DFAC
Dimensional - US Core Equity 2 ETF
0.0038% 2,537 26.7% 27.5 0.01%
63 FYX
First Trust Small Cap Core AlphaDEX Fund
0.2400% 525 4.0% 18.8 0.03%
64 BDSCX
0.0572% 805 5.9% 0.3 0.01%
65 BDSIX
0.0572% 783 9.1% 10.8 0.01%
66 BDSKX
0.0572% 805 5.9% 0.3 0.01%
67 BDSAX
0.0572% 805 5.9% 0.3 0.01%
68 VT
Vanguard Total World Stock ETF
0.0028% 9,661 22.3% 7515009019972.8 0.02%
69 VTWIX
0.0028% 9,661 22.3% 7515009019972.8 0.02%
70 VTWAX
0.0028% 9,661 22.3% 7515009019972.8 0.02%
71 SCHB
Schwab U.S. Broad Market ETF
0.0060% 2,380 33.9% 62.5 0.01%
72 SMMD
iShares Russell 2500 ETF
0.0615% 2,474 3.1% 19.4 0.02%
73 FZROX
0.0060% 2,631 33.4% 51.3 0.01%
74 IGM
iShares Expanded Tech Sector ETF
0.0204% 293 57.0% 135.4 0.00%
75 DFMC
U.S. Micro Cap Portfolio ETF
0.0277% 1,732 3.7% 24.8 0.02%
76 FECGX
0.1340% 1,103 6.0% 4.1 0.01%
77 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
0.0043% 2,518 27.9% 32.6 0.01%
78 RSSL
Global X - Russell 2000 ETF
0.1300% 1,967 3.3% 7.7 0.02%
79 FSCC
Federated Hermes MDT Small Cap Core ETF
0.3943% 309 12.6% 10.2 0.01%
80 VBAIX
0.0027% 3,170 21.6% 62.4 0.01%
81 VBINX
0.0027% 3,219 19.6% 52.8 0.01%
82 VBIAX
0.0027% 3,170 21.6% 62.4 0.01%
83 VITPX
0.0046% 3,015 34.6% 62.4 0.01%
84 VITNX
0.0046% 3,134 32.0% 52.7 0.01%
85 FZIPX
0.0580% 2,126 3.3% 18.3 0.02%
86 PRFZ
Invesco RAFI US 1500 Small-Mid ETF
0.0551% 1,481 4.1% 16.4 0.01%
87 ISCG
iShares Morningstar Small-Cap Growth ETF
0.1523% 912 7.3% 9.5 0.01%
88 SEIS
SEI Exchange Traded Funds - SEI Select Small Cap ETF
0.2300% 364 10.8% 21.8 0.01%
89 JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
0.2400% 536 3.6% 22.5 0.02%
90 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
0.1900% 835 4.0% 15.6 0.01%
91 JKK
iShares Morningstar Small-Cap Growth ETF
0.1362% 914 7.1% 10.1 0.01%
92 JHSC
John Hancock Investments - Multifactor Small Cap ETF
0.1800% 491 4.6% 24.2 0.02%
93 VFMV
Vanguard U.S. Minimum Volatility ETF
0.2967% 196 15.3% 26.3 0.03%
94 IWV
iShares Russell 3000 ETF
0.0057% 2,579 33.7% 62.4 0.01%
95 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
0.1100% 1,372 3.6% 0.7 0.01%
96 HAPS
Harbor Human Capital Factor US Small Cap ETF
0.5933% 187 19.5% 22.7 0.02%
97 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
0.0300% 671 5.8% 26.3 0.01%
98 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
0.0061% 1,509 35.1% 66.6 0.01%
99 ISMD
Inspire Small/Mid Cap ETF
0.2574% 499 2.7% 13.9 0.02%
100 HKJ
0.0837% 940 8.3% 22.8 0.01%
101 TRFM
AAM Transformers ETF
0.2500% 265 8.3% 101.8 0.01%
102 ESGV
Vanguard ESG U.S. Stock ETF
0.0057% 1,207 42.6% 70.4 0.01%
103 TPSC
Timothy Plan US Small Cap Core ETF
0.1900% 447 4.5% 38.8 0.02%
104 NMV
0.0034% 2,552 34.3% 54.6 0.01%
105 XITK
State Street SPDR FactSet Innovative Technology ETF
0.9655% 94 20.5% 60.1 0.00%
106 FLAPX
0.0970% 502 5.5% 23.0 0.02%
107 BSMAX
0.0463% 1,910 4.1% 12.6 0.01%
108 AIMS
Acuitas Small Cap Active ETF
0.7400% 282 11.8% 30.1 0.01%
109 FAD
First Trust Multi Cap Growth AlphaDEX Fund
0.1000% 674 4.9% 51.6 0.01%
110 RCGE
RockCreek Global Equality ETF
0.5800% 191 6.1% 19.3 0.03%
111 SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
0.1854% 393 5.9% 36.3 0.03%
112 EZM
WisdomTree U.S. MidCap Fund
0.0407% 503 9.0% 19.0 0.02%
113 OPTZ
Optimize Strategy Index ETF
0.1400% 393 12.7% 38.7 0.01%
114 NIXT
Research Affiliates Deletions ETF
0.6900% 202 10.4% 24.6 0.02%
115 DFUS
Dimensional U.S. Equity ETF
0.0015% 2,210 34.6% 64.3 0.01%
116 VTHR
Vanguard Russell 3000 ETF
0.0045% 2,980 34.7% 63.1 0.01%
117 FLQS
Franklin U.S. Small Cap Multifactor Index ETF
0.5900% 490 9.7% 25.5 0.02%
118 WSML
iShares MSCI World Small-Cap ETF
0.0403% 3,661 2.5% 20.4 0.02%
119 FSML
Franklin Small Cap Enhanced ETF
0.1700% 300 13.0% 8.6 0.01%
120 ITWO
ProShares Russell 2000 High Income ETF
0.1426% 1,961 3.1% 9.2 0.02%
121 RUSC
Russell Investments Exchange Traded Funds - Russell Investments US Small Cap Equity ETF
0.3035% 498 4.9% -1.0 0.02%
122 NUSC
Nuveen ESG Small-Cap ETF
0.0193% 392 10.1% 13.9 0.02%
123 NTRL
First Trust Merger Arbitrage ETF
1.4600% 423 14.5% 472.7 -0.01%
124 BASMX
0.0044% 1,985 19.9% 91.7 0.01%
125 DFSU
Dimensional - US Sustainability Core 1 ETF
0.0088% 1,967 30.7% 39.3 0.01%
126 DFAU
Dimensional - US Core Equity Market ETF
0.0015% 2,154 34.0% 42.9 0.01%
127 URTY LEV
ProShares - UltraPro Russell2000
0.0729% 1,964 22.8% 9.2 0.02%
128 RFLR
Innovator U.S. Small Cap Managed Floor ETF
0.1900% 823 3.8% 8.7 0.02%
129 MSML
iShares MSCI USA Small-Cap ETF
0.0700% 1,657 4.0% 21.1 0.02%
130 WCEO
Hypatia Women CEO ETF
1.3357% 157 15.4% 19.5 0.02%
131 BKSE
BNY Mellon US Small Cap Core Equity ETF
0.1900% 590 4.0% 17.2 0.02%
132 STXK
Strive Small-Cap ETF
0.1900% 600 3.5% 11.7 0.02%
133 NSCS
Nuveen Small Cap Select
1.6081% 84 19.3% 19.5 0.01%
134 TECB
iShares U.S. Tech Breakthrough Multisector ETF
0.0273% 170 41.9% 365.4 0.01%
135 BUYO
KraneShares Man Buyout Beta Index ETF
0.8200% 322 11.8% 21.7 0.01%
136 VQNPX
0.0007% 827 32.9% 50.0 0.01%
137 VGIAX
0.0007% 829 32.0% 50.7 0.01%
138 UWM LEV
ProShares - Ultra Russell2000
0.0616% 1,963 39.1% 9.2 0.02%
139 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
0.0055% 1,894 26.0% 49.9 0.01%
140 FULVX
0.6350% 124 11.9% 38.0 0.02%
141 HKG
0.0412% 1,533 4.5% 18.8 0.02%
142 AOA
iShares Core 80/20 Aggressive Allocation ETF
0.0030% 6,484 18.1% 50.1 0.02%
143 AOR
iShares Core 60/40 Balanced Allocation ETF
0.0023% 6,484 13.8% 50.1 0.02%
144 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
0.0128% 1,818 6.1% 16.1 0.01%
145 IWMW
iShares Russell 2000 BuyWrite ETF
0.1518% 1,963 3.3% 9.3 0.02%
146 QSML
WisdomTree U.S. SmallCap Quality Growth Fund
0.4148% 375 7.1% -4.7 0.01%
147 SAA LEV
ProShares - Ultra SmallCap600
0.1956% 602 4.1% 34.9 0.02%
148 FSEG
Fidelity Enhanced Small Cap Growth ETF
0.6300% 479 8.7% 10.7 0.00%
149 OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
0.0175% 1,100 11.2% 17.1 0.02%
150 STSB
iShares Factors US Small Blend Style ETF
0.7300% 840 6.2% -0.4 0.04%
151 LITL
Simplify Piper Sandler US Small-Cap PLUS Income ETF
0.6591% 163 7.0% 32.0 0.01%
152 SFYX
SoFi Next 500 ETF
0.1300% 487 11.7% 21.9 0.01%
153 SKYU LEV
ProShares - Ultra Nasdaq Cloud Computing
0.7527% 65 13.7% 51.7 0.00%
154 AVTM
Avantis Total Equity Markets ETF 1
—% 1,702 40.6% 45.5 0.01%
155 AOM
iShares Core 40/60 Moderate Allocation ETF
0.0016% 6,484 9.3% 50.1 0.02%
156 AVUQ
Avantis U.S. Quality ETF
0.0100% 548 53.4% 75.3 0.00%
157 BRSM
MFS Blended Research Small-Mid Cap ETF
0.1000% 329 10.0% 4.1 0.01%
158 KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
0.2000% 819 3.1% 6.8 0.02%
159 TNXT
T. Rowe Price Innovation Leaders ETF
0.1269% 247 34.3% 33.7 0.01%
160 CLDL LEV
Direxion Daily Cloud Computing Bull 2X Shares
0.4081% 47 166.3% 281.0 0.00%
161 SCDS
JPMorgan Fundamental Data Science Small Core ETF
0.2100% 271 9.2% 1.8 0.01%
162 HWSM
Hotchkis & Wiley SMID Cap Diversified Value Fund
0.6500% 171 15.0% 25.9 0.02%
163 ABLS
Abacus FCF Small Cap Leaders ETF
3.2300% 50 44.5% 20.6 0.01%
164 RESM
Columbia Research Enhanced Small Cap ETF
0.2400% 1,007 4.8% -6.1 0.01%
165 AOK
iShares Core 30/70 Conservative Allocation ETF
0.0012% 6,484 7.0% 50.1 0.02%
166 SWAR LEV
Direxion Daily S&P Expanded Tech Software Sector Bull 2X Shares
0.2005% 119 764452360.6% 20.5 0.01%
167 FVI
First Trust Total US Market AlphaDEX ETF
0.0200% 410 0.3% 29.6 0.02%
168 HDG
ProShares - Hedge Replication ETF
0.0243% 1,960 0.5% 9.2 0.02%
169 ITDF
iShares LifePath Target Date 2050 ETF
0.0044% 7,948 19.6% 47.8 0.02%
170 ITDE
iShares LifePath Target Date 2045 ETF
0.0036% 7,963 17.8% 47.8 0.02%
171 SYZ
Lazard US Systematic Small Cap Equity ETF
0.0056% 487 7.2% 17.6 0.01%
172 ITDD
iShares LifePath Target Date 2040 ETF
0.0027% 7,963 15.8% 47.9 0.02%
173 ITDG
iShares LifePath Target Date 2055 ETF
0.0048% 7,948 20.8% 47.5 0.02%
174 ITDH
iShares LifePath Target Date 2060 ETF
0.0049% 7,948 21.1% 47.4 0.02%
175 ITDC
iShares LifePath Target Date 2035 ETF
0.0018% 7,963 13.9% 48.2 0.02%
176 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
0.0100% 1,572 18.9% 40.8 0.01%
177 ITDI
iShares LifePath Target Date 2065 ETF
0.0049% 7,948 21.1% 47.4 0.02%
178 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
0.1256% 1,953 2.9% 8.9 0.02%
179 ITDJ
iShares LifePath Target Date 2070 ETF
0.0049% 7,948 21.1% 47.4 0.02%
180 ITDB
iShares LifePath Target Date 2030 ETF
0.0007% 7,963 11.3% 48.8 0.02%
181 IRTR
iShares LifePath Retirement ETF
0.0007% 7,963 8.6% 48.8 0.02%
182 JKJ
iShares Morningstar Small-Cap ETF
0.0600% 1,661 4.2% 20.8 0.01%
183 ISCB
iShares Morningstar Small-Cap ETF
0.0600% 1,560 3.5% 14.8 0.01%
184 AVUC
Avantis U.S. Core Equity ETF
—% 1,593 36.9% 55.3 0.01%
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms