Workiva Inc.
Workiva Inc. (NYSE: WK) provides cloud-based software for financial reporting, sustainability management, and governance, risk, and compliance. Its platform connects data from enterprise systems and other applications, then helps organizations manage workflows and create linked documents, presentations, reports, and… From the company’s description.
Over the twelve months to Sep 30, 2026, Workiva Inc. reported revenue of $1.00B, up 18.8% from a year earlier, and net income of $63.36M. Its operating margin was 5.2%, and operations generated $225.29M in cash. In fiscal 2025, it reported revenue of $884.57M, up 19.7% from fiscal 2024, and a net loss of $26.17M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Workiva Inc. does
In the company’s own words
Workiva Inc. (NYSE: WK) provides cloud-based software for financial reporting, sustainability management, and governance, risk, and compliance. Its platform connects data from enterprise systems and other applications, then helps organizations manage workflows and create linked documents, presentations, reports, and regulatory filings. Customers include public and private companies, government agencies, and higher-education institutions, with finance, sustainability, audit, and risk teams among its users. Workiva organizes its solutions into three primary groups—financial reporting, sustainability management, and GRC—and also serves industry verticals such as financial services, the public sector, and energy and utilities. Its tools support tasks including SEC reporting, sustainability disclosures, carbon accounting, internal controls, internal audit, and enterprise risk management. In 2025, the company served more than 6,600 organizations worldwide and generated $884.6 million in revenue; subscription and support fees accounted for approximately 92% of that revenue. Workiva employed approximately 2,860 people worldwide at year-end 2025. Its website is https://www.workiva.com.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Prepackaged Software
- Headquarters
- AMES, IA
- Fiscal year end
- December
- CIK
- 1445305
- SIC
- 7372
Financial performance, year by year
Fiscal 2012–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Workiva Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Workiva Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Workiva Inc.’s bonds, as funds hold them
Funds report holding 2 issues of Workiva Inc.’s debt, $151.24M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 1.23%, maturing 2026 to 2028.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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- “How do Workiva Inc. and its peers compare on margins and cash generation over ten years?”
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- “What changed in Workiva Inc.'s last four quarterly filings that the numbers alone won't show?”