Workiva Ownership
| WK Stock | USD 67.63 0.23 0.34% |
Shares in Circulation | First Issued 2013-03-31 | Previous Quarter 55.6 M | Current Value 55.7 M | Avarage Shares Outstanding 45 M | Quarterly Volatility 7.5 M |
Workiva Stock Ownership Analysis
About 96.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 0.99. 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 | First Trust Advisors L.p. | 2024-12-31 | 824.2 K | Loomis, Sayles & Company Lp | 2024-12-31 | 814.6 K | Brown Capital Management, Llc | 2024-12-31 | 772 K | Mairs & Power Inc | 2024-12-31 | 734 K | Northern Trust Corp | 2024-12-31 | 596.5 K | Nuveen Asset Management, Llc | 2024-12-31 | 588.4 K | Artisan Partners Limited Partnership | 2024-12-31 | 584.7 K | Timessquare Capital Management, Llc | 2024-12-31 | 560 K | Norges Bank | 2024-12-31 | 545 K | Vanguard Group Inc | 2024-12-31 | 5.8 M | Blackrock Inc | 2024-12-31 | 5.3 M |
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's latest congressional trading
Congressional trading in companies like Workiva, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Workiva by those in governmental positions are based on the same information available to the general public.
| 2020-07-01 | Representative Greg Gianforte | Acquired $100K to $250K | Verify |
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.
| WDAY 38 01 APR 32 Corp BondUS98138HAJ05 | View | |
| WDAY 37 01 APR 29 Corp BondUS98138HAH49 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Workiva Corporate Filings
| 17th of April 2025 Other Reports | ViewVerify | |
8K | 4th of April 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 14th of March 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 |
| 12th of February 2025 Other Reports | ViewVerify |
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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 (0.99) | Revenue Per Share | Quarterly Revenue Growth 0.199 | Return On Assets | Return On Equity |
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.