Workiva (WK)
Workiva on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as services-prepackaged software.
4.1M
Short interest
settlement 2026-10-15
2.0
Days to cover
-1.1 days vs prior
56.2%
Short share of volume
2026-10-28
16,252
Fails to deliver
settlement 2026-09-11
Wed 4 Nov
Next earnings
estimated date
-$499K
Insider flow, 90 days
0 buys, 1 sells
As of 2026-10-28.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in WK is 4,066,561 shares, up 293,867 shares over the last month. Over the last 48 readings it ranged from 1,736,782 shares (30 May 2025) to 5,961,577 shares (15 July 2026). At the reported average volume of 2.0M shares a day that is 2.0 days to cover.
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<iframe src="https://xoomar.com/embed/stocks/wk" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 4,066,561 | +14.3% | 1,993,165 | 2.04 |
| 2026-09-30 | 3,558,442 | -5.7% | 1,122,078 | 3.17 |
| 2026-09-15 | 3,772,694 | -11.0% | 850,028 | 4.44 |
| 2026-08-31 | 4,237,089 | -13.3% | 807,519 | 5.25 |
| 2026-08-14 | 4,889,157 | -1.6% | 889,654 | 5.50 |
| 2026-07-31 | 4,970,069 | -16.6% | 746,330 | 6.66 |
| 2026-07-15 | 5,961,577 | +1.0% | 818,363 | 7.28 |
| 2026-06-30 | 5,902,290 | +14.0% | 1,169,146 | 5.05 |
| 2026-06-15 | 5,176,866 | +20.3% | 1,025,215 | 5.05 |
| 2026-05-29 | 4,303,611 | -5.2% | 870,843 | 4.94 |
| 2026-05-15 | 4,539,752 | +3.4% | 1,751,433 | 2.59 |
| 2026-04-30 | 4,389,531 | +2.9% | 1,075,350 | 4.08 |
| 2026-04-15 | 4,266,891 | +2.8% | 814,482 | 5.24 |
| 2026-03-31 | 4,149,749 | +15.7% | 643,093 | 6.45 |
| 2026-03-13 | 3,587,148 | -11.8% | 873,809 | 4.11 |
| 2026-02-27 | 4,067,713 | -4.3% | 1,873,732 | 2.17 |
| 2026-02-13 | 4,252,221 | +8.6% | 1,060,816 | 4.01 |
| 2026-01-30 | 3,915,911 | +0.6% | 696,306 | 5.62 |
| 2026-01-15 | 3,893,793 | +2.5% | 820,797 | 4.74 |
| 2025-12-31 | 3,799,066 | -10.0% | 517,254 | 7.34 |
| 2025-12-15 | 4,220,068 | +5.5% | 714,541 | 5.91 |
| 2025-11-28 | 4,001,201 | +6.5% | 466,309 | 8.58 |
| 2025-11-14 | 3,755,086 | -11.7% | 822,447 | 4.57 |
| 2025-10-31 | 4,251,823 | -0.2% | 634,631 | 6.70 |
| 2025-10-15 | 4,261,643 | +29.9% | 927,189 | 4.60 |
| 2025-09-30 | 3,280,195 | -2.2% | 842,889 | 3.89 |
| 2025-09-15 | 3,355,172 | +7.6% | 834,131 | 4.02 |
| 2025-08-29 | 3,118,577 | +13.9% | 699,258 | 4.46 |
| 2025-08-15 | 2,737,271 | +13.1% | 1,248,555 | 2.19 |
| 2025-07-31 | 2,421,002 | +4.6% | 471,185 | 5.14 |
| 2025-07-15 | 2,314,777 | +4.3% | 588,162 | 3.94 |
| 2025-06-30 | 2,218,516 | +8.1% | 503,536 | 4.41 |
| 2025-06-13 | 2,051,838 | +18.1% | 475,499 | 4.32 |
| 2025-05-30 | 1,736,782 | -5.0% | 389,859 | 4.45 |
| 2025-05-15 | 1,829,120 | -15.4% | 899,749 | 2.03 |
| 2025-04-30 | 2,161,378 | -3.9% | 466,332 | 4.63 |
| 2025-04-15 | 2,249,684 | -10.5% | 1,209,003 | 1.86 |
| 2025-03-31 | 2,512,614 | -15.6% | 690,553 | 3.64 |
| 2025-03-14 | 2,976,640 | +2.8% | 624,593 | 4.77 |
| 2025-02-28 | 2,895,525 | +4.1% | 800,610 | 3.62 |
| 2025-02-14 | 2,780,750 | +4.5% | 550,147 | 5.05 |
| 2025-01-31 | 2,660,839 | +3.2% | 915,567 | 2.91 |
| 2025-01-15 | 2,578,707 | -4.2% | 496,530 | 5.19 |
| 2024-12-31 | 2,691,917 | +0.5% | 522,392 | 5.15 |
| 2024-12-13 | 2,678,389 | +14.7% | 383,657 | 6.98 |
| 2024-11-29 | 2,335,720 | -4.2% | 381,046 | 6.13 |
| 2024-11-15 | 2,438,860 | -3.8% | 542,914 | 4.49 |
| 2024-10-31 | 2,534,919 | +5.8% | 237,077 | 10.69 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 28 October 2026, the short share of WK volume is 56.2%, up 1.5 points over the last five sessions. Over the last 30 readings it ranged from 8.7% (29 September 2026) to 78.7% (15 October 2026). The latest reading is 4.4 points above the 30-session average of 51.9%, on 188K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-28 | 106K | 188K | 56.2% | 0 |
| 2026-10-27 | 145K | 284K | 51.0% | 0 |
| 2026-10-26 | 154K | 206K | 74.6% | 0 |
| 2026-10-23 | 163K | 275K | 59.2% | 0 |
| 2026-10-22 | 191K | 273K | 69.9% | 113 |
| 2026-10-21 | 125K | 228K | 54.7% | 700 |
| 2026-10-20 | 136K | 207K | 65.8% | 220 |
| 2026-10-19 | 160K | 232K | 69.1% | 0 |
| 2026-10-16 | 221K | 307K | 71.9% | 1 |
| 2026-10-15 | 350K | 445K | 78.7% | 0 |
| 2026-10-14 | 175K | 512K | 34.2% | 0 |
| 2026-10-13 | 116K | 191K | 60.9% | 0 |
| 2026-10-12 | 141K | 245K | 57.5% | 3 |
| 2026-10-09 | 154K | 236K | 65.6% | 48 |
| 2026-10-08 | 169K | 249K | 68.1% | 14 |
| 2026-10-07 | 263K | 440K | 59.8% | 1 |
| 2026-10-06 | 216K | 321K | 67.3% | 2,092 |
| 2026-10-05 | 700K | 990K | 70.7% | 0 |
| 2026-10-02 | 510K | 934K | 54.6% | 138 |
| 2026-10-01 | 109K | 344K | 31.6% | 0 |
| 2026-09-30 | 118K | 379K | 31.0% | 0 |
| 2026-09-29 | 58K | 671K | 8.7% | 0 |
| 2026-09-28 | 81K | 277K | 29.1% | 0 |
| 2026-09-25 | 61K | 125K | 48.3% | 0 |
| 2026-09-24 | 92K | 275K | 33.4% | 7 |
| 2026-09-23 | 104K | 555K | 18.7% | 11 |
| 2026-09-22 | 114K | 329K | 34.5% | 0 |
| 2026-09-21 | 97K | 327K | 29.6% | 0 |
| 2026-09-18 | 130K | 264K | 49.0% | 900 |
| 2026-09-17 | 153K | 292K | 52.4% | 0 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 11 September 2026, the fails-to-deliver balance in WK is 16,252 shares, up 16,221 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (12 August 2026) to 50,287 shares (13 May 2026).
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-11 | 16,252 | $71.33 | $1.2M |
| 2026-09-09 | 31 | $73.71 | $2K |
| 2026-09-08 | 3,562 | $76.55 | $273K |
| 2026-09-04 | 29 | $78.59 | $2K |
| 2026-09-02 | 27 | $76.70 | $2K |
| 2026-09-01 | 750 | $80.00 | $60K |
| 2026-08-26 | 803 | $74.30 | $60K |
| 2026-08-24 | 136 | $74.83 | $10K |
| 2026-08-14 | 4,790 | $73.75 | $353K |
| 2026-08-12 | 1 | $69.05 | $69 |
| 2026-08-05 | 4,808 | $61.25 | $294K |
| 2026-07-31 | 77 | $58.54 | $5K |
| 2026-07-30 | 29 | $61.45 | $2K |
| 2026-07-16 | 39 | $54.38 | $2K |
| 2026-06-18 | 869 | $48.03 | $42K |
| 2026-06-15 | 3 | $48.93 | $147 |
| 2026-06-11 | 100 | $49.30 | $5K |
| 2026-06-08 | 98 | $49.13 | $5K |
| 2026-05-28 | 383 | $47.51 | $18K |
| 2026-05-21 | 2 | $48.56 | $97 |
| 2026-05-20 | 57 | $49.69 | $3K |
| 2026-05-19 | 23 | $49.81 | $1K |
| 2026-05-13 | 50,287 | $46.85 | $2.4M |
| 2026-05-07 | 158 | $51.53 | $8K |
| 2026-04-20 | 675 | $57.34 | $39K |
| 2026-04-13 | 28 | $52.36 | $1K |
| 2026-03-11 | 18,414 | $62.19 | $1.1M |
| 2026-03-06 | 21 | $64.42 | $1K |
| 2026-03-04 | 11 | $62.55 | $688 |
| 2026-02-25 | 67 | $57.70 | $4K |
Insider trades
SEC Form 4, newest first. JSONInsiders at WK reported 1 open-market sell worth $499K in the last 90 days and no open-market buys. Latest filing: Swain Junko (SVP, Chief Accounting Officer) on 2026-09-01.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-01 | Swain Junko | SVP, Chief Accounting Officer | Tax withholding | 2K | $76.70 | $165K | 29K |
| 2026-08-20 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Sell | 7K | $75.97 | $499K | 126K |
| 2026-08-18 | VANDERPLOEG MARTIN J. | Director | Gift | 3K | $0.00 | $0 | 437K |
| 2026-06-04 | Herz Robert H | Director | Sell | 2K | $51.23 | $77K | 37K |
| 2026-06-01 | CROW MICHAEL M | Director | Grant | 4K | price not stated in the filing | not stated | 7K |
| 2026-06-01 | Herz Robert H | Director | Grant | 4K | price not stated in the filing | not stated | 39K |
| 2026-06-01 | Herren Richard Scott | Director | Grant | 4K | price not stated in the filing | not stated | 5K |
| 2026-06-01 | Malik Astha | Director | Grant | 4K | price not stated in the filing | not stated | 7K |
| 2026-06-01 | RADIA SUKU V. | Director | Grant | 4K | price not stated in the filing | not stated | 16K |
| 2026-06-01 | VANDERPLOEG MARTIN J. | Director | Grant | 4K | price not stated in the filing | not stated | 292K |
| 2026-06-01 | PEEK MARK S | Director | Grant | 4K | price not stated in the filing | not stated | 6K |
| 2026-06-01 | VANDERPLOEG MARTIN J. | Director | Tax withholding | 29K | $52.83 | $1.5M | 288K |
| 2026-05-29 | Herz Robert H | Director | Sell | 1K | $49.69 | $50K | 35K |
| 2026-04-03 | Iskow Julie | President & CEO | Tax withholding | 8K | $60.00 | $455K | 461K |
| 2026-03-02 | Herren Richard Scott | Director | Grant | 877 | price not stated in the filing | not stated | 877 |
| 2026-03-01 | Iskow Julie | President & CEO | Tax withholding | 3K | $61.58 | $159K | 468K |
| 2026-03-01 | Iskow Julie | President & CEO | Tax withholding | 2K | $61.58 | $136K | 471K |
| 2026-03-01 | Iskow Julie | President & CEO | Grant | 4K | $0.00 | $0 | 473K |
| 2026-02-11 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Tax withholding | 9K | $64.95 | $567K | 133K |
| 2026-02-11 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 4K | $0.00 | $0 | 141K |
| 2026-02-11 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 7K | $0.00 | $0 | 138K |
| 2026-02-11 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 6K | $0.00 | $0 | 130K |
| 2026-02-11 | Swain Junko | SVP, Chief Accounting Officer | Tax withholding | 374 | $64.95 | $24K | 31K |
| 2026-02-11 | Swain Junko | SVP, Chief Accounting Officer | Grant | 771 | $0.00 | $0 | 31K |
| 2026-02-11 | Iskow Julie | President & CEO | Tax withholding | 26K | $64.95 | $1.7M | 469K |
| 2026-02-11 | Iskow Julie | President & CEO | Grant | 14K | $0.00 | $0 | 495K |
| 2026-02-11 | Iskow Julie | President & CEO | Grant | 21K | $0.00 | $0 | 481K |
| 2026-02-11 | Iskow Julie | President & CEO | Grant | 13K | $0.00 | $0 | 460K |
| 2026-02-03 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Tax withholding | 5K | $72.00 | $326K | 124K |
| 2026-02-03 | Swain Junko | SVP, Chief Accounting Officer | Tax withholding | 650 | $72.00 | $47K | 30K |
| 2026-02-03 | Iskow Julie | President & CEO | Tax withholding | 18K | $72.00 | $1.3M | 446K |
| 2026-02-02 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 34K | $76.54 | $2.6M | 129K |
| 2026-02-02 | Swain Junko | SVP, Chief Accounting Officer | Grant | 7K | $76.54 | $525K | 31K |
| 2026-02-02 | Larson Barbara A | EVP, CFO & Treasurer | Grant | 141K | $76.54 | $10.8M | 141K |
| 2026-02-02 | Iskow Julie | President & CEO | Grant | 128K | $76.54 | $9.8M | 465K |
| 2026-02-01 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Tax withholding | 9K | $77.02 | $681K | 95K |
| 2026-02-01 | VANDERPLOEG MARTIN J. | Director | Tax withholding | 560 | $77.02 | $43K | 317K |
| 2026-02-01 | Swain Junko | SVP, Chief Accounting Officer | Tax withholding | 618 | $77.02 | $48K | 24K |
| 2026-02-01 | Iskow Julie | President & CEO | Tax withholding | 23K | $77.02 | $1.8M | 337K |
| 2025-12-10 | MULCAHY DAVID S. | Director | Sell | 1K | $91.50 | $106K | 240K |
| 2025-12-10 | Herz Robert H | Director | Sell | 2K | $91.44 | $137K | 36K |
| 2025-11-26 | MULCAHY DAVID S. | Director | Sell | 808 | $92.01 | $74K | 242K |
| 2025-09-02 | Swain Junko | SVP, Chief Accounting Officer | Tax withholding | 2K | $82.24 | $172K | 25K |
| 2025-05-29 | VANDERPLOEG MARTIN J. | Director | Grant | 3K | price not stated in the filing | not stated | 318K |
| 2025-05-29 | Herz Robert H | Director | Grant | 3K | price not stated in the filing | not stated | 37K |
| 2025-05-29 | MULCAHY DAVID S. | Director | Grant | 3K | price not stated in the filing | not stated | 242K |
| 2025-05-29 | RADIA SUKU V. | Director | Grant | 3K | price not stated in the filing | not stated | 13K |
| 2025-05-29 | CROW MICHAEL M | Director | Grant | 3K | price not stated in the filing | not stated | 38K |
| 2025-05-29 | Malik Astha | Director | Grant | 3K | price not stated in the filing | not stated | 3K |
| 2025-05-23 | Klindt Jill | EVP, CFO & Treasurer | Sell | 8K | $67.10 | $522K | 108K |
| 2025-05-09 | Klindt Jill | EVP, CFO & Treasurer | Gift | 4K | $0.00 | $0 | 115K |
| 2025-05-05 | VANDERPLOEG MARTIN J. | Director | Gift | 84K | $0.00 | $0 | 314K |
| 2025-05-05 | VANDERPLOEG MARTIN J. | Director | Gift | 84K | $0.00 | $0 | 440K |
| 2025-04-15 | VANDERPLOEG MARTIN J. | Director | Exercise or conversion | 84K | $14.74 | $1.2M | 399K |
| 2025-04-03 | Iskow Julie | President & CEO | Tax withholding | 8K | $69.25 | $524K | 360K |
| 2025-03-14 | Herz Robert H | Director | Sell | 1K | $88.70 | $89K | 34K |
| 2025-03-14 | Herz Robert H | Director | Sell | 2K | $88.66 | $133K | 37K |
| 2025-03-13 | Hawkins Michael D. | EVP, Sales | Sell | 9K | $85.91 | $773K | 52K |
| 2025-03-07 | Klindt Jill | EVP, CFO & Treasurer | Sell | 6K | $85.04 | $476K | 119K |
| 2025-03-07 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Sell | 4K | $85.72 | $353K | 104K |
| 2025-03-07 | Hawkins Michael D. | EVP, Sales | Sell | 10K | $85.43 | $890K | 61K |
| 2025-03-01 | Iskow Julie | President & CEO | Tax withholding | 4K | $87.52 | $393K | 368K |
| 2025-03-01 | Iskow Julie | President & CEO | Grant | 4K | $0.00 | $0 | 374K |
| 2025-03-01 | Iskow Julie | President & CEO | Tax withholding | 2K | $87.52 | $180K | 372K |
| 2025-03-01 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Tax withholding | 786 | $87.52 | $69K | 108K |
| 2025-02-20 | VANDERPLOEG MARTIN J. | Director | Grant | 3K | $0.00 | $0 | 315K |
| 2025-02-20 | VANDERPLOEG MARTIN J. | Director | Tax withholding | 438 | $86.55 | $38K | 314K |
| 2025-02-20 | Iskow Julie | President & CEO | Tax withholding | 17K | $86.55 | $1.5M | 370K |
| 2025-02-20 | Iskow Julie | President & CEO | Grant | 20K | $0.00 | $0 | 387K |
| 2025-02-20 | Iskow Julie | President & CEO | Grant | 10K | $0.00 | $0 | 368K |
| 2025-02-20 | Iskow Julie | President & CEO | Grant | 2K | $0.00 | $0 | 358K |
| 2025-02-20 | Klindt Jill | EVP, CFO & Treasurer | Grant | 2K | $0.00 | $0 | 118K |
| 2025-02-20 | Klindt Jill | EVP, CFO & Treasurer | Grant | 5K | $0.00 | $0 | 123K |
| 2025-02-20 | Klindt Jill | EVP, CFO & Treasurer | Grant | 8K | $0.00 | $0 | 131K |
| 2025-02-20 | Klindt Jill | EVP, CFO & Treasurer | Tax withholding | 7K | $86.55 | $570K | 125K |
| 2025-02-20 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 4K | $0.00 | $0 | 108K |
| 2025-02-20 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 1K | $0.00 | $0 | 103K |
| 2025-02-20 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Tax withholding | 6K | $86.55 | $551K | 108K |
| 2025-02-20 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 7K | $0.00 | $0 | 115K |
| 2025-02-20 | Hawkins Michael D. | EVP, Sales | Tax withholding | 6K | $86.55 | $506K | 72K |
| 2025-02-20 | Hawkins Michael D. | EVP, Sales | Grant | 6K | $0.00 | $0 | 78K |
| 2025-02-20 | Hawkins Michael D. | EVP, Sales | Grant | 4K | $0.00 | $0 | 71K |
| 2025-02-20 | Hawkins Michael D. | EVP, Sales | Grant | 1K | $0.00 | $0 | 67K |
| 2025-02-03 | Iskow Julie | President & CEO | Grant | 101K | $97.29 | $9.8M | 356K |
| 2025-02-03 | Klindt Jill | EVP, CFO & Treasurer | Grant | 32K | $97.29 | $3.1M | 116K |
| 2025-02-03 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Grant | 27K | $97.29 | $2.6M | 102K |
| 2025-02-03 | Hawkins Michael D. | EVP, Sales | Grant | 29K | $97.29 | $2.8M | 66K |
| 2025-02-03 | Swain Junko | SVP, Chief Accounting Officer | Grant | 5K | $97.29 | $525K | 27K |
| 2025-02-01 | VANDERPLOEG MARTIN J. | Director | Tax withholding | 3K | $98.22 | $283K | 312K |
| 2025-02-01 | Iskow Julie | President & CEO | Tax withholding | 29K | $98.22 | $2.8M | 255K |
| 2025-02-01 | Klindt Jill | EVP, CFO & Treasurer | Tax withholding | 12K | $98.22 | $1.2M | 84K |
| 2025-02-01 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Tax withholding | 12K | $98.22 | $1.1M | 76K |
| 2025-02-01 | Hawkins Michael D. | EVP, Sales | Tax withholding | 13K | $98.22 | $1.2M | 37K |
| 2025-02-01 | Swain Junko | SVP, Chief Accounting Officer | Tax withholding | 606 | $98.22 | $60K | 21K |
| 2025-01-10 | VANDERPLOEG MARTIN J. | Director | Gift | 10K | $0.00 | $0 | 356K |
| 2025-01-10 | VANDERPLOEG MARTIN J. | Director | Gift | 10K | $0.00 | $0 | 315K |
| 2024-11-27 | MULCAHY DAVID S. | Director | Gift | 5K | $0.00 | $0 | 239K |
| 2024-11-11 | Herz Robert H | Director | Sell | 3K | $94.69 | $301K | 35K |
| 2024-11-11 | Herz Robert H | Director | Sell | 5K | $94.77 | $455K | 38K |
| 2024-11-11 | RADIA SUKU V. | Director | Sell | 26K | $95.00 | $2.4M | 28K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON17 Form 144 notices on file for WK worth $54.8M at the prices reported; 1 in the last 90 days worth $499K. Latest: BRANDON ZIEGLER filed on 2026-08-20 to sell 6,571 shares ($499K) from 2026-08-20.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-08-20 | BRANDON ZIEGLEROfficer | 7K | $499K | 0.013% | 2026-08-20 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-07-01 | MATTHEW RIZAI10% Stockholder | 120K | $6.0M | 0.228% | 2026-07-01 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-17 | MATTHEW RIZAI10% Stockholder | 20K | $987K | 0.038% | 2026-06-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-29 | ROBERT HERZDirector | 1K | $50K | 0.002% | 2026-05-29 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-03-05 | Matthew Rizai10% stockholder | 71K | $4.6M | 0.136% | 2026-03-05 | Merrill Lynch |
| 2026-02-24 | JILL KLINDTOfficer | 16K | $942K | 0.030% | 2026-02-24 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-20 | Matthew Rizai10% Shareholder | 50K | $3.0M | 0.095% | 2026-02-20 | Merrill Lynch |
| 2026-01-21 | Matthew Rizai10% stockholder | 30K | $2.4M | 0.058% | 2026-01-21 | Merrill Lynch |
| 2026-01-02 | Matthew Rizai10% Stockholder | 26K | $2.3M | 0.050% | 2026-01-02 | Merrill Lynch |
| 2025-12-17 | MATTHEW RIZAI10% Stockholder | 60K | $5.3M | 0.114% | 2025-12-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-10 | ROBERT HERZDirector | 2K | $137K | 0.003% | 2025-12-10 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-04 | MICHAEL HAWKINSOfficer | 12K | $1.1M | 0.023% | 2025-12-04 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-25 | MULCAHY DAVID S.Director | 120K | $11.1M | 0.229% | 2025-11-25 | Charles Schwab Corp. |
| 2025-11-12 | MATTHEW RIZAI10% Stockholder | 78K | $7.3M | 0.150% | 2025-11-12 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-12 | MICHAEL HAWKINSOfficer | 12K | $1.1M | 0.023% | 2025-11-11 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-10-14 | MATTHEW RIZAI10% Stockholder | 50K | $4.4M | 0.089% | 2025-10-13 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-10-03 | MATTHEW RIZAI10% Stockholder | 40K | $3.5M | 0.071% | 2025-10-03 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON4 holders report 5% or more of WK in their latest filing, all on Schedule 13G (passive). The largest reported stake is Vanguard Portfolio Management at 7.5% of the class (3,999,817 shares), filed 2026-04-29 for an event on 2026-03-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-14 | 13G | Jericho Capital Asset Management L.P.investment adviser, partnership | 3.5M | 6.6% | 2026-06-30 |
| 2026-08-14 | 13G | Josh Resnickparent holding company, individual | 3.5M | 6.6% | 2026-06-30 |
| 2026-07-31 | 13G | Vanguard Capital Managementinvestment adviser | 2.7M | 5.1% | 2026-06-30 |
| 2026-05-15 | 13G/Ano. 2 | Eminence Capital, LPinvestment adviser, partnership | 2.5M | 4.8% | 2026-03-31 |
| 2026-05-15 | 13G/Ano. 2 | Ricky C. Sandlerparent holding company, individual | 2.5M | 4.8% | 2026-03-31 |
| 2026-04-29 | 13G | Vanguard Portfolio Managementinvestment adviser | 4.0M | 7.5% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 12 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-13 | 13G/Ano. 10 | Matthew M Rizaiindividual | 2.7M | 4.8% | 2025-12-31 |
13F holders
Tracked managers holding WK at their latest 13F. JSON8 of the 30 tracked managers held WK at their latest 13F, $82.6M in total at quarter-end prices. AQR Capital Management is the largest at $34.6M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 4 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| AQR Capital Management | 2026-06-30 | 713K | $34.6M | 0.01% | +377K |
| Citadel Advisors | 2026-06-30 | 350K | $17.0M | 0.00% | -342K |
| Two Sigma Investments | 2026-06-30 | 320K | $15.5M | 0.01% | +82K |
| Renaissance Technologies | 2026-06-30 | 130K | $6.3M | 0.01% | -80K |
| Point72 Asset Management | 2026-06-30 | 105K | $5.1M | 0.01% | new |
| Millennium Management | 2026-06-30 | 41K | $2.0M | 0.00% | -86K |
| D. E. Shaw & Co. | 2026-06-30 | 29K | $1.4M | 0.00% | -10K |
| Bridgewater Associates | 2026-06-30 | 15K | $743K | 0.00% | new |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Workiva reported revenue of $255.3M, up 18.6% from the same quarter a year earlier, and net income of $13.4M (0.24 diluted EPS). In FY 2025 it generated $140.1M of operating cash flow and spent $71.6M on buybacks.
- Cash
- $252.5M
- Equity
- -$97.1M
- Total assets
- $1.37B
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $255.3M | $13.4M | 5.3% | 0.24 |
| Q1 FY 2026 | 2026-03-31 | $247.3M | $19.0M | 7.7% | 0.33 |
| Q4 FY 2025derived | 2025-12-31 | $238.9M | $11.8M | 4.9% | n/a |
| Q3 FY 2025 | 2025-09-30 | $224.2M | $2.8M | 1.2% | 0.05 |
| Q2 FY 2025 | 2025-06-30 | $215.2M | -$19.4M | -9.0% | -0.35 |
| Q1 FY 2025 | 2025-03-31 | $206.3M | -$21.4M | -10.4% | -0.38 |
| Q4 FY 2024derived | 2024-12-31 | $199.9M | -$8.8M | -4.4% | n/a |
| Q3 FY 2024 | 2024-09-30 | $185.6M | -$17.0M | -9.2% | -0.31 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $884.6M | -$26.2M | $140.1M | $2.1M | $71.6M | n/a |
| FY 2024 | 2024-12-31 | $738.7M | -$55.0M | $87.7M | $1.4M | $0 | n/a |
| FY 2023 | 2023-12-31 | $630.0M | -$127.5M | $70.9M | $2.1M | $0 | n/a |
| FY 2022 | 2022-12-31 | $537.9M | -$90.9M | $11.3M | $3.5M | n/a | n/a |
| FY 2021 | 2021-12-31 | $443.3M | -$37.7M | $49.8M | $3.5M | n/a | n/a |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30.
What this page is
Workiva in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Workiva (WK), SEC CIK 1445305, listed on NYSE, classified by the SEC as services-prepackaged software. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-28.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-11.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-08-20.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-14.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-08-04.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-01.JSON and CSV
- Company record
- EDGAR filing index for CIK 1445305Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as services-prepackaged software
Other company pages
Datasets
Frequently Asked Questions
How much of WK is sold short?
4,066,561 shares were held short at the 2026-10-15 settlement, 2.0 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is WK's daily short volume?
On 2026-10-28, 105,718 of the 188,012 WK shares reported to FINRA were sold short, 56.2% of the day's reported volume. Short volume is a flow for one day, not a position.
Does WK have fails to deliver?
The SEC's latest file shows 16,252 WK shares failed to deliver at settlement 2026-09-11. Fails are reported per settlement date and published twice a month with a lag.
Are WK insiders buying or selling?
Insiders at WK reported 1 open-market sell worth $499K in the last 90 days and no open-market buys. Latest filing: Swain Junko (SVP, Chief Accounting Officer) on 2026-09-01.
Have WK insiders filed to sell?
17 Form 144 notices on file for WK worth $54.8M at the prices reported; 1 in the last 90 days worth $499K. Latest: BRANDON ZIEGLER filed on 2026-08-20 to sell 6,571 shares ($499K) from 2026-08-20.
Who owns 5% or more of WK?
4 holders report 5% or more of WK in their latest filing, all on Schedule 13G (passive). The largest reported stake is Vanguard Portfolio Management at 7.5% of the class (3,999,817 shares), filed 2026-04-29 for an event on 2026-03-31.
What did WK report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Workiva reported revenue of $255.3M, up 18.6% from the same quarter a year earlier, and net income of $13.4M (0.24 diluted EPS). In FY 2025 it generated $140.1M of operating cash flow and spent $71.6M on buybacks.
Which tracked 13F managers own WK?
8 of the 30 tracked 13F managers held WK shares at their latest filing, $82.6M in all. The largest: Cliff Asness's AQR Capital Management (713K shares, $34.6M), Ken Griffin's Citadel Advisors (350K shares, $17.0M), Two Sigma Investments (320K shares, $15.5M), Renaissance Technologies (130K shares, $6.3M), Steve Cohen's Point72 Asset Management (105K shares, $5.1M), Izzy Englander's Millennium Management (41K shares, $2.0M). The table above lists all 8.
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.