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Workiva Inc (WK) — chart, structure and Closelook read

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Company snapshot — Workiva Inc

WK in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Workiva provides cloud software that companies use to prepare regulatory filings, financial reports and ESG disclosures, pulling data from ERP, HR and CRM systems into one linked document. It also offers audit-trail and access-management tools so multiple people can work on the same filing with a record of changes. Customers include public and private companies, government bodies and universities. It is based in Ames, Iowa, and listed in the United States.
Where it sits in the stack
Workiva sits in the compliance and reporting software sleeve of our universe, serving finance and audit teams rather than any layer of the AI build-out itself.
Who it is priced against
It is often set against other reporting and disclosure software vendors; Certent, now part of insightsoftware, is the name most commonly named alongside it.
Why Closelook tracks it
Workiva holds no seat in our indices and carries no Closelook score yet; the diary has not quoted it in an edition so far.
What the diary watches
Whether Workiva's reporting platform gains ground in ESG and non-financial disclosure work as more of that reporting becomes mandatory.

Workiva Inc (WK) trades on US exchanges.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for WK, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 2 analyst actions on the wire · latest: price target by BTIG, 2026-09-16

The Street on this name

Analyst actions and the latest print for WK from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target BTIG — target 85 from 80 Target raised to $85 from $80 (+13.6% to spot) 2026-09-16
  • Price target Baird — target 95 from 74 Target raised to $95 from $74 (+18.8% to spot) 2026-09-01

2 actions on the analyst wire since 2026-08-13: 2 target changes. Analyst wire → · Earnings wire →

Who it is priced against Software - Application · US · 8 names with week and year-to-date

Peer group

Software - Application · US

This name carries no Closelook score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against WK on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 50/100 · S&P 500 fund at 49, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-18
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 97th percentile of the window, +4.9% over 20 sessions. Factor regime → 2026-09-18
  • Sovereign pressure Index 0.07 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-18

FAQ · from the current data · as of 2026-09-19

Quick answers

What is Workiva Inc (WK)?

Workiva Inc trades as WK on the US exchange (US) in the Closelook research universe, as of the registry build of 2026-09-19.

Is WK in a Closelook index?

Not currently — Workiva Inc is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-19.

Where does WK trade against its moving averages?

Bullish stack, 200-day still turning: Trades +9.4% vs the 50-day and +12.9% vs the 200-day average, 24.6% below the 52-week high and +68.9% off the 52-week low; a golden cross printed 4 sessions ago. Computed from daily closes. As of 2026-09-18 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does Workiva Inc do?

Workiva provides cloud software that companies use to prepare regulatory filings, financial reports and ESG disclosures, pulling data from ERP, HR and CRM systems into one linked document. It also offers audit-trail and access-management tools so multiple people can work on the same filing with a record of changes. Customers include public and private companies, government bodies and universities. It is often set against other reporting and disclosure software vendors; Certent, now part of insightsoftware, is the name most commonly named alongside it.

Where does Workiva Inc sit in the AI build-out?

Workiva sits in the compliance and reporting software sleeve of our universe, serving finance and audit teams rather than any layer of the AI build-out itself. Workiva holds no seat in our indices and carries no Closelook score yet; the diary has not quoted it in an edition so far.

What has Wall Street done on Workiva Inc recently?

The most recent analyst action on Workiva Inc on the Closelook wire is a price target by BTIG on 2026-09-16 (target 85 from 80). 2 actions on the analyst wire since 2026-08-13: 2 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for WK, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Related in the Closelook universe

then Software - Application. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.