Wellington Management Group LLP Makes New Investment in Workiva Inc. $WK

Posted by on Sep 11th, 2026

Wellington Management Group LLP acquired a new stake in shares of Workiva Inc. (NYSE:WK – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 37,124 shares of the software maker’s stock, valued at approximately $1,801,000. Wellington Management Group LLP owned approximately 0.07% of Workiva at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Arrowstreet Capital Limited Partnership raised its stake in Workiva by 88.5% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,109,646 shares of the software maker’s stock worth $66,168,000 after purchasing an additional 520,839 shares during the period. Hawk Ridge Capital Management LP acquired a new stake in shares of Workiva during the 1st quarter worth approximately $65,091,000. Hotchkis & Wiley Capital Management LLC acquired a new stake in shares of Workiva during the 3rd quarter worth approximately $88,289,000. Fuller & Thaler Asset Management Inc. raised its position in shares of Workiva by 11.4% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 893,859 shares of the software maker’s stock valued at $77,095,000 after buying an additional 91,808 shares during the period. Finally, First Trust Advisors LP raised its position in shares of Workiva by 16.4% during the 1st quarter. First Trust Advisors LP now owns 862,936 shares of the software maker’s stock valued at $51,457,000 after buying an additional 121,643 shares during the period. 92.21% of the stock is owned by hedge funds and other institutional investors.

Workiva Price Performance

NYSE WK opened at $71.31 on Friday. Workiva Inc. has a 1 year low of $43.34 and a 1 year high of $97.10. The company has a market capitalization of $4.00 billion, a PE ratio of 86.97 and a beta of 0.49. The company has a fifty day moving average of $64.79 and a two-hundred day moving average of $57.94.

Workiva (NYSE:WK – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The software maker reported $0.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.64 by $0.13. The firm had revenue of $255.29 million for the quarter, compared to the consensus estimate of $251.16 million. Workiva had a negative return on equity of 140.17% and a net margin of 4.87%.The firm’s quarterly revenue was up 18.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.19 EPS. Workiva has set its FY 2026 guidance at 3.380-3.390 EPS and its Q3 2026 guidance at 0.790-0.820 EPS. On average, research analysts expect that Workiva Inc. will post 1.31 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on WK. UBS Group set a $70.00 target price on Workiva in a research note on Wednesday, August 5th. Wall Street Zen cut Workiva from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 29th. Stifel Nicolaus set a $95.00 target price on Workiva in a report on Thursday, August 27th. Robert W. Baird upped their price objective on Workiva from $74.00 to $95.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 1st. Finally, Zacks Research upgraded shares of Workiva from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Workiva currently has a consensus rating of “Moderate Buy” and an average target price of $85.80.

Check Out Our Latest Analysis on Workiva

Insider Buying and Selling

In other news, EVP Brandon Ziegler sold 6,571 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $75.97, for a total value of $499,198.87. Following the completion of the sale, the executive vice president directly owned 126,216 shares of the company’s stock, valued at $9,588,629.52. This trade represents a 4.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 4.77% of the stock is currently owned by insiders.

Workiva Profile

(Free Report)

Workiva, originally founded as WebFilings in 2008, delivers a cloud-native platform designed to streamline and connect data, documents and teams for reporting and compliance. Its flagship Workiva platform supports a range of applications including financial reporting, regulatory filings, internal controls documentation, risk management and environmental, social and governance (ESG) disclosures. By centralizing data and automating workflows, the company helps organizations improve accuracy, transparency and auditability across critical reporting processes.

The Workiva platform offers modular solutions that integrate with existing enterprise systems and data sources.

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Institutional Ownership by Quarter for Workiva (NYSE:WK)

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