Research / Stocks / WK WK NYSE CIK 0001445305
WORKIVA INC · Services-Prepackaged Software
COVERAGE / STANDARD
Latest filing 4 · Aug 21, 2026
Research state Latest filing analysis is current
Last SEC check Sep 13, 2026
Data basis Official SEC · no quote feed Component status Filing Evidence Research Current Official SEC filing history is available
Structured Financials Research Current Validated structured financial research is available
Filing Analysis Research Current No filing analysis job is currently running
Fundamental State Research Current Fundamental State depends on validated comparable financial metrics
RESEARCH SNAPSHOT WORKIVA INC's latest supported as-filed period reports revenue of $255.3M ; gross margin moved 343 basis points higher on the same comparison basis. Every value below links to its SEC accession and metric lineage.
Deterministic / evidence backed Key research observations No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Current configuration / point in time Fundamental state A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Capex intensity 33th Own-history percentile · N=9
Method Level · gp.fundamentals.capex_revenue_ratio
Raw value 0.13% · OPTIONAL
Operating cash generation 100th Own-history percentile · N=9
Method Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 30.67% · OPTIONAL
Revenue growth RAW Current state valid · history insufficient
Method Yoy · gp.fundamentals.revenue
Raw value 18.64% · CORE
Gross margin 100th Own-history percentile · N=9
Method Level · gp.fundamentals.gross_margin
Raw value 80.41% · CORE
Operating margin 89th Own-history percentile · N=9
Method Level · gp.fundamentals.operating_margin
Raw value 4.57% · CORE
R&D intensity 11th Own-history percentile · N=9
Method Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue
Raw value 22.52% · OPTIONAL
SBC intensity 11th Own-history percentile · N=9
Method Level · gp.fundamentals.sbc_revenue_ratio
Deterministic multi-period research Company direction Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
As filed Jun 30, 2026 General Corporate
Capital Allocation 4 evidence-backed dimensions Capex Intensity Inflecting Cash Generation Stable R And D Intensity Decreasing Sbc Intensity Improving [email protected] · 10 historical states · 38% confidenceCompany Direction 7 evidence-backed dimensions Capex Intensity Inflecting Cash Generation Stable Margin Improving Profitability Improving R And D Intensity Decreasing [email protected] · 10 historical states · 36% confidenceFinancial Quality 4 evidence-backed dimensions Cash Generation Stable Margin Improving Profitability Improving Sbc Intensity Improving [email protected] · 10 historical states · 38% confidenceGovernance Evidence 4 evidence-backed dimensions Filing Amendments None Detected Auditor Changes Observed Sbc Intensity Observed Insider Activity Observed [email protected] · 10 historical states · 50% confidenceInterpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Comparable evidence Peer context Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
Capex Intensity
WK 0.1
Peer median 1.0
Peer percentile 12th 124 valid peers · 79% coverage · -0.7 robust σ Cash Generation
WK 30.7
Peer median 16.4
Peer percentile 81th 143 valid peers · 91% coverage · +0.7 robust σ Margin
WK 80.4
Peer median 72.6
Peer percentile 78th 131 valid peers · 83% coverage · +0.6 robust σ Growth
WK 18.6
Peer median 10.6
Peer percentile 71th 129 valid peers · 82% coverage · +0.6 robust σ Profitability
WK 4.6
Peer median -1.8
Peer percentile 61th 148 valid peers · 94% coverage · +0.3 robust σ Sbc Intensity
WK 11.7
Peer median 10.7
Peer percentile 53th 142 valid peers · 90% coverage · +0.1 robust σ Open group breadth → Divergence is context, not positive or negative. INSIDER STATE / 90D Recent disclosed activity
Open-market purchases 0
Sales 0
Distinct buyers 0
Repeat buyer NO Conservative Form 4 classification · not a sentiment label Flagship analysis / V3 What changed? The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Current 10-Q 0001445305-26-000060 12 governed changes · top 7 shown
01
MEDIUM IMPORTANCE Capex 100TH HISTORICAL PCTL · N=3
Capex / revenue moved 33 bp lower Capex / revenue changed -33 basis points from the comparable as-filed period.
Why this ranks here · [email protected] 0.46% → 0.13% Comparable → current
02
HIGH IMPORTANCE Capex 100TH HISTORICAL PCTL · N=3
Capital expenditure decreased 66.6% Capital expenditure changed -66.6% from the comparable as-filed period.
Why this ranks here · [email protected] $995,000 → $332,000 Comparable → current
03
HIGH IMPORTANCE Free Cash Flow Proxy 33TH HISTORICAL PCTL · N=3
Free-cash-flow proxy increased 58.1% Free-cash-flow proxy changed +58.1% from the comparable as-filed period.
Why this ranks here · [email protected] $49.3M → $78.0M Comparable → current
04
HIGH IMPORTANCE Margin 67TH HISTORICAL PCTL · N=3
Gross margin moved 343 bp higher Gross margin changed +343 basis points from the comparable as-filed period.
As-filed financials Financial trajectory Each point keeps the date investors could first observe it and its accession.
As filed Current normalized · later
Capex / revenue 0.13% +0.0% ↑ Capital expenditure $332,000 -54.4% ↓ Cash & equivalents $252.5M +0.0% ↑ Free-cash-flow proxy $78.0M +0.0% ↑ Gross margin 80.41% +0.0% ↑ Interest expense $53.6M +13.1% ↑ Net income $13.4M -29.2% ↓ Operating cash flow $78.3M +195.8% ↑
ACTIVE TRACE Revenue WK · as filed with the SEC · reported-date aware
Capex / revenue Q2 / 2026-06-30 0.13% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Capital expenditure Q2 / 2026-06-30 $332,000 -54.4% sequential point Trace ↗ Evidence inspector
Loading lineage… × Cash & equivalents Q2 / 2026-06-30 $252.5M +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Free-cash-flow proxy Q2 / 2026-06-30 $78.0M +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Gross margin Q2 / 2026-06-30 80.41% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Interest expense FY / 2023-12-31 $53.6M +13.1% sequential point Trace ↗ Evidence inspector
Loading lineage… × Net income Q2 / 2026-06-30 $13.4M -29.2% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating cash flow Q2 / 2026-06-30 $78.3M +195.8% sequential point Trace ↗ Evidence inspector
Loading lineage… × Operating margin Q2 / 2026-06-30 4.57% +0.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Research & development Q2 / 2026-06-30 $57.5M +8.7% sequential point Trace ↗ Evidence inspector
Loading lineage… × Revenue Q2 / 2026-06-30 $255.3M +3.2% sequential point Trace ↗ Evidence inspector
Loading lineage… × Stock-based compensation Q2 / 2026-06-30 $29.8M +4.0% sequential point Trace ↗ Evidence inspector
Loading lineage… × Primary evidence Filing timeline Direct SEC links, filing dates, report periods, and amendment flags.
4 Aug 21, 2026 Period Aug 20, 2026 0001809344-26-000008SEC ↗ 4 Aug 20, 2026 Period Aug 18, 2026 0001014008-26-000006SEC ↗ 10-Q Aug 4, 2026 Period Jun 30, 2026 0001445305-26-000060SEC ↗ 8-K Aug 4, 2026 Period Aug 4, 2026 0001445305-26-000059SEC ↗ 4 Jun 8, 2026 Period Jun 4, 2026 0001523753-26-000006SEC ↗ 4 Jun 3, 2026 Period Jun 1, 2026 0001184754-26-000004SEC ↗ 4 Jun 3, 2026 Period Jun 1, 2026 0001014008-26-000004SEC ↗ Form 4 Insider activity Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
“Insider purchase” rule Code P · non-derivative · acquired · direct ownership · positive price and shares · not amended
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