Workiva Ownership

WK Stock  USD 66.51  0.04  0.06%   
Workiva retains a total of 51.89 Million outstanding shares. The majority of Workiva outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Workiva to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Workiva. Please pay attention to any change in the institutional holdings of Workiva as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company shows, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2013-03-31
Previous Quarter
55.7 M
Current Value
56.2 M
Avarage Shares Outstanding
45.3 M
Quarterly Volatility
7.5 M
 
Yuan Drop
 
Covid
Dividend Paid And Capex Coverage Ratio is expected to rise to 67.57 this year, although the value of Dividends Paid will most likely fall to about 13.1 K. The value of Common Stock Shares Outstanding is expected to slide to about 47.4 M. Net Loss is expected to rise to about (77.8 M) this year.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Workiva. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.
For more information on how to buy Workiva Stock please use our How to buy in Workiva Stock guide.

Workiva Stock Ownership Analysis

About 93.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 1.16. Workiva had not issued any dividends in recent years. Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company was founded in 2008 and is headquartered in Ames, Iowa. Workiva operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 2375 people. For more information please call Martin Vanderploeg at 888 275 3125 or visit https://www.workiva.com.

Workiva Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Workiva is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Workiva backward and forwards among themselves. Workiva's institutional investor refers to the entity that pools money to purchase Workiva's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Eminence Capital Llc2025-03-31
855 K
Loomis, Sayles & Company Lp2025-03-31
797.2 K
Alliancebernstein L.p.2025-03-31
780.1 K
Mairs & Power Inc2025-03-31
738.8 K
Brown Capital Management, Llc2025-03-31
695.5 K
Artisan Partners Limited Partnership2025-03-31
658.5 K
Nuveen, Llc2025-03-31
629.1 K
Arrowstreet Capital Limited Partnership2025-03-31
620.7 K
Amvescap Plc.2025-03-31
612.1 K
Vanguard Group Inc2025-03-31
5.9 M
Blackrock Inc2025-03-31
5.3 M
Note, although Workiva's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Workiva Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Workiva insiders, such as employees or executives, is commonly permitted as long as it does not rely on Workiva's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Workiva insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Workiva Outstanding Bonds

Workiva issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Workiva uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Workiva bonds can be classified according to their maturity, which is the date when Workiva has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Workiva Corporate Filings

8K
2nd of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
27th of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
14th of May 2025
Other Reports
ViewVerify
24th of April 2025
Other Reports
ViewVerify

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Workiva. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.
For more information on how to buy Workiva Stock please use our How to buy in Workiva Stock guide.
You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Workiva. If investors know Workiva will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Workiva listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(1.16)
Revenue Per Share
13.82
Quarterly Revenue Growth
0.174
Return On Assets
(0.04)
Return On Equity
(27.63)
The market value of Workiva is measured differently than its book value, which is the value of Workiva that is recorded on the company's balance sheet. Investors also form their own opinion of Workiva's value that differs from its market value or its book value, called intrinsic value, which is Workiva's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Workiva's market value can be influenced by many factors that don't directly affect Workiva's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Workiva's value and its price as these two are different measures arrived at by different means. Investors typically determine if Workiva is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Workiva's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.