13FPulse
WK

WK WORKIVA INC

2026Q2 · CUSIP 98139A105 · Enterprise Software · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
296
Institutions that reported holding it to the SEC
Net decrease in holders
17
Last quarter 313 → now 296
How unusual is that
Bottom 20%
Stronger than only 8% of US stocks
What the filings say, in one paragraph

296 funds held WK at the end of 2026Q2, down 17 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $966M(YoY +19.7%), the P/E is 92.4x. WK has had 14 buying rushes in its history, and the price moved +2.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2015Q1: holders=38 2015Q2: holders=48 2015Q3: holders=49 2015Q4: holders=62 2016Q1: holders=57 2016Q2: holders=60 2016Q3: holders=71 2016Q4: holders=74 2017Q1: holders=69 2017Q2: holders=78 2017Q3: holders=83 2017Q4: holders=96 2018Q1: holders=107 2018Q2: holders=113 2018Q3: holders=135 2018Q4: holders=141 2019Q1: holders=156 2019Q2: holders=174 2019Q3: holders=174 2019Q4: holders=156 2020Q1: holders=138 2020Q2: holders=176 2020Q3: holders=186 2020Q4: holders=216 2021Q1: holders=236 2021Q2: holders=249 2021Q3: holders=281 2021Q4: holders=319 2022Q1: holders=285 2022Q2: holders=247 2022Q3: holders=257 2022Q4: holders=269 2023Q1: holders=306 2023Q2: holders=302 2023Q3: holders=331 2023Q4: holders=323 2024Q1: holders=300 2024Q2: holders=299 2024Q3: holders=293 2024Q4: holders=316 2025Q1: holders=329 2025Q2: holders=310 2025Q3: holders=315 2025Q4: holders=346 2026Q1: holders=313 2026Q2: holders=296 -38 -19 +0 +19 +38 34199364 15Q116Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% -0.7% -18.1%
2025Q1 Top 20% -1.2% +10.0%
2023Q3 Top 5% +2.3% +3.4%
2023Q1 Top 5% +10.2% +9.8%
2022Q3 Top 20% +5.4% +14.6%
2021Q4 Top 20% +2.6% -44.5%
2021Q3 Top 5% -12.3% -20.9%
2021Q1 Top 20% +35.7% +51.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
155
Change in large funds
+8
Total value they hold
$2.4B
Funds buying for the first time
61
Funds that sold out entirely
78
Price change that quarter
+54.0%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
92.4
EPS (TTM)
$0.83
EPS YoY
Revenue (TTM)
$1.0B
Revenue YoY
+19.7%
Net margin
4.9%
ROE
Debt ratio
107.1%
FCF (TTM)
$201M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.13 2021-12-31: EPS -0.27 2022-03-31: EPS -0.35 2022-06-30: EPS -0.55 2022-09-30: EPS -0.56 2022-12-31: EPS -0.26 2023-03-31: EPS -0.86 2023-06-30: EPS -0.39 2023-09-30: EPS -1.04 2023-12-31: EPS -0.07 2024-03-31: EPS -0.21 2024-06-30: EPS -0.32 2024-09-30: EPS -0.31 2024-12-31: EPS -0.15 2025-03-31: EPS -0.38 2025-06-30: EPS -0.35 2025-09-30: EPS 0.05 2025-12-31: EPS 0.21 2026-03-31: EPS 0.33 2026-06-30: EPS 0.24 0M 128M 255M $M -1.14 -0.39 0.36 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
77 142 207 2026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-8M21M51M 20162017201820192020202120222023202420252026
Latest quarter $26M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.