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WK Smart Money

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.

🏦 Institutional Activity

Latest: Q2 2026
376
Institutions Holding
-10 vs prior
51.3%
Ownership
-11.36%
65 New
120 Increased
157 Reduced
70 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-01 Swain Junko officer: svp, chief accounting officer F-Tax Withholding 2,151 $76.70 $165K Filing
2026-08-20 Ziegler Brandon officer: evp, clo, cao & corp secretary S-Sale 6,571 $75.97 $499K Filing
2026-08-18 VANDERPLOEG MARTIN J. director G-Gift 2,780 $— $0 Filing
2026-06-04 Herz Robert H director S-Sale 1,500 $51.23 $77K Filing
2026-06-01 Malik Astha director A-Grant/Award 4,070 $— $0 Filing
2026-06-01 Herren Richard Scott director A-Grant/Award 4,070 $— $0 Filing
2026-06-01 Herz Robert H director A-Grant/Award 4,070 $— $0 Filing
2026-06-01 PEEK MARK S director A-Grant/Award 4,070 $— $0 Filing
2026-06-01 VANDERPLOEG MARTIN J. director F-Tax Withholding 28,942 $52.83 $1.5M Filing
2026-06-01 VANDERPLOEG MARTIN J. director A-Grant/Award 4,070 $— $0 Filing
2026-06-01 RADIA SUKU V. director A-Grant/Award 4,070 $— $0 Filing
2026-06-01 CROW MICHAEL M director A-Grant/Award 4,070 $— $0 Filing
2026-05-29 Herz Robert H director S-Sale 1,000 $49.69 $50K Filing
2026-04-03 Iskow Julie officer: president & ceo F-Tax Withholding 7,578 $60.00 $455K Filing
2026-03-02 Herren Richard Scott director A-Grant/Award 877 $— $0 Filing
2026-03-01 Iskow Julie officer: president & ceo F-Tax Withholding 2,577 $61.58 $159K Filing
2026-03-01 Iskow Julie officer: president & ceo F-Tax Withholding 2,208 $61.58 $136K Filing
2026-03-01 Iskow Julie officer: president & ceo A-Grant/Award 4,092 $— $0 Filing
2026-02-11 Swain Junko officer: svp, chief accounting officer A-Grant/Award 771 $— $0 Filing
2026-02-11 Ziegler Brandon officer: evp, clo, cao & corp secretary A-Grant/Award 5,954 $— $0 Filing
2026-02-11 Ziegler Brandon officer: evp, clo, cao & corp secretary A-Grant/Award 7,340 $— $0 Filing
2026-02-11 Ziegler Brandon officer: evp, clo, cao & corp secretary A-Grant/Award 3,803 $— $0 Filing
2026-02-11 Ziegler Brandon officer: evp, clo, cao & corp secretary F-Tax Withholding 8,730 $64.95 $567K Filing
2026-02-11 Iskow Julie officer: president & ceo A-Grant/Award 14,390 $— $0 Filing
2026-02-11 Iskow Julie officer: president & ceo A-Grant/Award 20,972 $— $0 Filing

🏛️ Congressional Trades

1 records
Date Politician Chamber Type Amount Filing
2020-06-24 Greg Gianforte House Buy $100,001 - $250,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 5,507,490 $267M +870,420 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 4,046,352 $196M +90,685 2026-06-30 Filing
Jericho Capital Asset Management L.P. 3,482,515 $169M +1,016,770 2026-06-30 Filing
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2,578,108 $125M +898,320 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 2,287,053 $111M +30,150 2026-06-30 Filing
FMR LLC 1,697,045 $82M -88,678 2026-06-30 Filing
STATE STREET CORP 1,475,546 $72M +199,623 2026-06-30 Filing
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,420,426 $69M +310,780 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,294,139 $63M +66,830 2026-06-30 Filing
EDMOND DE ROTHSCHILD HOLDING S.A. 1,268,192 $62M +46,631 2026-06-30 Filing
Squarepoint Ops LLC 1,247,400 $61M +655,396 2026-06-30 Filing
FIRST TRUST ADVISORS LP 1,126,475 $55M +263,539 2026-06-30 Filing
FULLER & THALER ASSET MANAGEMENT, INC. 943,485 $46M +21,318 2026-06-30 Filing
Topline Capital Management, LLC 871,101 $42M -178,989 2026-06-30 Filing
MAIRS & POWER INC 829,491 $40M +113,851 2026-06-30 Filing
BANK OF AMERICA CORP /DE 804,184 $39M +409,243 2026-06-30 Filing
UBS Group AG 787,654 $38M -340,334 2026-06-30 Filing
AQR CAPITAL MANAGEMENT LLC 713,213 $35M +376,920 2026-06-30 Filing
Qube Research & Technologies Ltd 699,733 $34M +336,400 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 669,715 $32M -141,815 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms