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

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Signals for this name

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

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 62/100 · S&P 500 fund at 67, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-25
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 99th percentile of the window, +8.4% over 20 sessions. Factor regime → 2026-09-25
  • Sovereign pressure Index 0.61 · up 0.29 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-25
How it trades on rate days beta 0.25 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How WK has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.25 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Workiva Inc moved 0.25% on average · correlation 0.05 · higher than 25% of US names
  • Beta, last 3 months 0.82 more rate-sensitive lately than over the year
  • On the 10 worst bond days +0.38% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +0.97% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

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 Closelooknet 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 Closelooknet scores where it exists.

Company snapshot — Workiva Inc

WK in five paragraphs: what it makes and sells, where it sits in the Closelooknet 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 Closelooknet tracks it
Workiva holds no seat in our indices and carries no Closelooknet 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 Closelooknet’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.

The Street on this name 1 analyst action on the wire · latest: price target by Baird, 2026-09-01

The Street on this name

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

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

1 action on the analyst wire since 2026-08-13: 1 target change. Analyst wire → · Earnings wire →

FAQ · from the current data · as of 2026-09-26

Quick answers

What is Workiva Inc (WK)?

Workiva Inc trades as WK on the US exchange (US) in the Closelooknet research universe, as of the registry build of 2026-09-26.

Is WK in a Closelooknet index?

Not currently — Workiva Inc is tracked in the Closelooknet research universe but is not a constituent of a Closelooknet functional index as of 2026-09-26.

Where does WK trade against its moving averages?

Bullish stack, 200-day still turning: Trades +1.6% vs the 50-day and +8.3% vs the 200-day average, 28.3% below the 52-week high and +60.7% off the 52-week low; a golden cross printed 9 sessions ago. Computed from daily closes. As of 2026-09-25 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How does Workiva Inc trade when bond yields rise?

Over the past year Workiva Inc had a beta of 0.25 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 25% of US names. On the 10 sessions in which long bonds fell most it moved +0.38% on average, against −0.74% for the S&P 500. The "How it trades on rate days" block on this page carries the lines.

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 Closelooknet 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 Closelooknet wire is a price target by Baird on 2026-09-01 (target 95 from 74). 1 action on the analyst wire since 2026-08-13: 1 target change. Analyst actions are third-party opinions recorded by the wire, not Closelooknet 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 Closelooknet structure read — an investment research diary view, not investment advice.

Related in the Closelooknet universe

then Software - Application. Scored names rank on their Closelooknet 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.