{"data":{"ticker":"WK","slug":"workiva","name":"Workiva","exchange":"NYSE","sector":"Technology","headquarters":"Ames, Iowa","ceo":"Julie Iskow","employees":2860,"website":"https://www.workiva.com","founded":"2008","layers":[{"slug":"ai-saas","name":"AI Applications"}],"exposure":{"score":10,"tier":"Peripheral","rationale":"Workiva sells compliance and financial reporting SaaS, adding generative AI for document drafting and data linking. AI features aid retention and upsell, while regulatory reporting demand drives the business, not the buildout."},"quote":{"price":72.76,"change24hPct":-14.9,"change7dPct":-12.98,"change30dPct":-1.26,"change1yPct":-18.25,"high52w":93.31,"low52w":44.31,"marketCap":4083243008,"peRatio":86.62,"eps":0.84,"volume24h":184506845},"nextEarningsDate":"2026-11-05","summary":"Workiva sells a cloud platform for regulatory reporting and compliance. Companies use it to assemble financial filings, ESG disclosures, and audit documentation, with the platform linking data across documents so reports stay consistent. Revenue comes from subscriptions.","explainer":["Workiva sells a cloud platform for regulatory reporting and compliance. Companies use it to assemble financial filings, ESG disclosures, and audit documentation, with the platform linking data across documents so reports stay consistent. Revenue comes from subscriptions.","Generative AI is the newest layer. The Workiva AI Assistant helps draft financial narratives, automated ESG reporting assembles disclosures, AI document linking keeps numbers synchronized, and smart compliance workflows route work to the right people.","Founded in 2008 and headquartered in Ames, Iowa, Workiva trades on the NYSE, employs roughly 2,800 people, and is led by CEO Julie Iskow."],"buildoutRole":"Workiva sits in the AI Applications layer as a compliance software vendor adding generative AI to reporting work. Drafting assistance and document linking make its platform stickier and support upsell, which is where the AI value shows up. The demand driver is regulatory reporting obligations, which exist regardless of the AI cycle, so buildout exposure stays light. Supercycle scores Workiva's AI exposure at 10 out of 100.","faq":[{"q":"What does Workiva do?","a":"Workiva sells cloud software for regulatory reporting, ESG disclosure, and compliance. Its platform links data across documents so filings stay consistent, and generative AI now helps draft and assemble reports."},{"q":"How is Workiva exposed to AI?","a":"Lightly. Supercycle scores it 10 out of 100. AI features aid retention and upsell, but regulatory reporting demand drives the business, not the AI buildout."},{"q":"What are Workiva's main AI products?","a":"The Workiva AI Assistant for drafting, automated ESG reporting, AI document linking that keeps data synchronized, and smart compliance workflows. All live inside its reporting platform."},{"q":"Where is Workiva headquartered and who leads it?","a":"Workiva is headquartered in Ames, Iowa, and led by CEO Julie Iskow. The company was founded in 2008, trades on the NYSE, and employs roughly 2,800 people."}],"history1y":[{"date":"2026-09-28","close":68.19},{"date":"2026-09-29","close":65.15},{"date":"2026-09-30","close":66.57},{"date":"2026-10-01","close":69.63},{"date":"2026-10-02","close":71.23},{"date":"2026-10-05","close":71.88},{"date":"2026-10-06","close":70.16},{"date":"2026-10-07","close":71.53},{"date":"2026-10-08","close":73.69},{"date":"2026-10-09","close":73.25},{"date":"2026-10-12","close":73.04},{"date":"2026-10-13","close":72.5},{"date":"2026-10-14","close":72.64},{"date":"2026-10-15","close":77.21},{"date":"2026-10-16","close":75.31},{"date":"2026-10-19","close":76.73},{"date":"2026-10-20","close":79.26},{"date":"2026-10-21","close":80.31},{"date":"2026-10-22","close":85.04},{"date":"2026-10-23","close":85.8},{"date":"2026-10-26","close":86.51},{"date":"2026-10-27","close":84.45},{"date":"2026-10-28","close":83.91},{"date":"2026-10-29","close":82.64},{"date":"2026-10-30","close":83.61},{"date":"2026-11-02","close":84.77},{"date":"2026-11-03","close":83.88},{"date":"2026-11-04","close":85.28},{"date":"2026-11-05","close":85.5},{"date":"2026-11-06","close":72.76}],"incomeStatements":[{"ticker":"WK","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":884568000,"cost_of_revenue":190430000,"gross_profit":694138000,"operating_expense":0,"operating_income":-42441000,"net_income":-26169000,"earnings_per_share":-0.47,"earnings_per_share_diluted":-0.47,"research_and_development":214844000,"selling_general_and_administrative_expenses":521735000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"WK","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":738680000,"cost_of_revenue":172055000,"gross_profit":566625000,"operating_expense":0,"operating_income":-76534000,"net_income":-55042000,"earnings_per_share":-0.99,"earnings_per_share_diluted":-0.99,"research_and_development":192935000,"selling_general_and_administrative_expenses":450224000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"WK","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":630039000,"cost_of_revenue":154222000,"gross_profit":475817000,"operating_expense":0,"operating_income":-94527000,"net_income":-127525000,"earnings_per_share":-2.36,"earnings_per_share_diluted":-2.36,"research_and_development":172790000,"selling_general_and_administrative_expenses":397554000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"WK","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":537875000,"cost_of_revenue":129885000,"gross_profit":407990000,"operating_expense":0,"operating_income":-88764000,"net_income":-90947000,"earnings_per_share":-1.72,"earnings_per_share_diluted":-1.72,"research_and_development":151716000,"selling_general_and_administrative_expenses":345038000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"WK","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":1493571000,"current_assets":1162385000,"cash_and_equivalents":338769000,"total_liabilities":1499007000,"current_liabilities":741652000,"total_debt":797348000,"shareholders_equity":-5436000,"retained_earnings":-733852000},{"ticker":"WK","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":1368469000,"current_assets":1048242000,"cash_and_equivalents":301835000,"total_liabilities":1410153000,"current_liabilities":592425000,"total_debt":793278000,"shareholders_equity":-41684000,"retained_earnings":-707683000},{"ticker":"WK","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":1218860000,"current_assets":1008936000,"cash_and_equivalents":256100000,"total_liabilities":1308250000,"current_liabilities":484500000,"total_debt":793183000,"shareholders_equity":-89390000,"retained_earnings":-652641000},{"ticker":"WK","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":819620000,"current_assets":600089000,"cash_and_equivalents":240197000,"total_liabilities":813637000,"current_liabilities":406940000,"total_debt":373166000,"shareholders_equity":5983000,"retained_earnings":-525116000}],"holders13f":[{"slug":"ray-dalio","personName":"Ray Dalio","fundName":"Bridgewater Associates","value":742543,"portfolioPct":0.000030461944704952604,"change":"new","period":"2026-06-30"}],"news":[{"title":"Workiva Inc (WK) (Q3 2026) Earnings Call Highlights: Revenue Tops $263 Million as Margins ...","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/workiva-inc-wk-q3-2026-091732726.html?.tsrc=rss","date":"2026-11-06"},{"title":"Workiva (WK) Q3 2026 Earnings Call Transcript","source":null,"url":"https://www.fool.com/earnings/call-transcripts/2026/11/06/workiva-wk-q3-2026-earnings-call-transcript/?.tsrc=rss","date":"2026-11-06"},{"title":"Workiva (WK) Q3 Earnings Miss Estimates","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/workiva-wk-q3-earnings-miss-000018946.html?.tsrc=rss","date":"2026-11-06"},{"title":"Compared to Estimates, Workiva (WK) Q3 Earnings: A Look at Key Metrics","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/compared-estimates-workiva-wk-q3-000003506.html?.tsrc=rss","date":"2026-11-06"},{"title":"Workiva: Q3 Earnings Snapshot","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/workiva-q3-earnings-snapshot-223258733.html?.tsrc=rss","date":"2026-11-05"},{"title":"Workiva (NYSE:WK) surprises with Q3 2026 sales but quarterly revenue guidance slightly misses expectations","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/workiva-nyse-wk-surprises-q3-212556625.html?.tsrc=rss","date":"2026-11-05"},{"title":"Workiva Announces Third Quarter 2026 Financial Results","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/workiva-announces-third-quarter-2026-210500964.html?.tsrc=rss","date":"2026-11-05"},{"title":"Workiva (WK): Rotating Capital Away from AI Disruption Risks in Software","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/workiva-wk-rotating-capital-away-132626040.html?.tsrc=rss","date":"2026-10-29"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.715Z","tier":"free","source":"https://supercyclehq.com/stock/workiva","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/WK","html":"https://supercyclehq.com/stock/workiva","md":"https://supercyclehq.com/stock/workiva.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}