Workiva Ownership

WK Stock  USD 100.47  4.04  3.87%   
Workiva retains a total of 51.55 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
2013-12-31
Previous Quarter
55.2 M
Current Value
55.6 M
Avarage Shares Outstanding
45.7 M
Quarterly Volatility
6.8 M
 
Yuan Drop
 
Covid
Dividend Paid And Capex Coverage Ratio is expected to rise to 28.39 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 46.3 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 94.0% of the company outstanding shares are owned by institutional investors. The company recorded a loss per share of 0.92. 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.
Besides selling stocks to institutional investors, Workiva also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Workiva's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Workiva's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Workiva Quarterly Liabilities And Stockholders Equity

1.3 Billion

Workiva Insider Trades History

Roughly 4.0% of Workiva are currently held by insiders. Unlike Workiva's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Workiva's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Workiva's insider trades
 
Yuan Drop
 
Covid

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
Brown Capital Management, Llc2024-09-30
913.7 K
Mairs & Power Inc2024-09-30
835.1 K
First Trust Advisors L.p.2024-09-30
800 K
Loomis, Sayles & Company Lp2024-09-30
728.4 K
Brown Advisory Holdings Inc2024-09-30
647.3 K
Artisan Partners Limited Partnership2024-09-30
618.5 K
Nuveen Asset Management, Llc2024-09-30
586.5 K
Northern Trust Corp2024-09-30
557.8 K
Nordea Investment Mgmt Bank Demark A/s2024-12-31
543.8 K
Vanguard Group Inc2024-09-30
5.7 M
Blackrock Inc2024-09-30
5.1 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

F4
14th of January 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
13A
6th of December 2024
An amended filing to the original Schedule 13G
ViewVerify
13A
12th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
8K
6th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

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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.
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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
(0.92)
Revenue Per Share
12.82
Quarterly Revenue Growth
0.174
Return On Assets
(0.02)
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.