WK Workiva Inc.

XNYS 69.74 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

WK $69.74 —
Key stats
$69.74
52-Week Range
$43.34 – $95.00
YTD
-15.95%
IV Rank (30D)
14.12
Straddle Price
$9.35
P/C Vol Ratio
2.43
Market Cap
$4.0B
Open
$71.67
Day Range
$69.33 – $72.92
Volume
767,060
Prev Close
$72.76
Fair Value
MODEL: NEUTRAL

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.90%
Beta vs SPY1.08
Cost of Equity (CAPM)10.82% (VRP-adj)
WACC10.17%
Volatility Risk Premium+25.3pp (IV − HV30), ERP adj +50bps
Effective Tax Rate9.8%
Rev. Growth (YoY, DCF input)+13.9%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)-48.5%
Book / Price-2.4%
Gross Margin (TTM)80.2%
FCF Margin (TTM)20.8%
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth+11.8% (reverse-DCF on current price)
SMA 50$75.86 (Market Anchor value)
SMA 20 / Bollinger Mid$80.56
Bollinger Width / SMA2024.8% (drives anchor stability)
Net Debt$0.5B
Market Cap$4B
Peers used for multiples: BOX, NET, PAYC, QLYS, SNOW, TWLO, WDAY, ZS
60-Day Conviction
26%
20-Day Fair Value
≈ by Dec 8, 2026
$69.47
α -0.4% rank 65%
conviction
27%
40-Day Fair Value
≈ by Jan 6, 2027
$69.62
α -0.1% rank 65%
conviction
6%
60-Day Fair Value
≈ by Feb 4, 2027
$69.08
α -0.9% rank 65%
conviction
26%
MethodImplied PriceWeightDetail
DCF $83.09 29%
DDM (Gordon) n/a 0%
Peer P/E $30.53 7% median 33.4× · 5 peers
Peer EV/EBITDA $19.64 9% median 33.7× · 7 peers
Peer P/B n/a 0% median 16.1× · 8 peers
Peer P/S $143.55 11% median 7.6× · 8 peers
Market Anchor (SMA50) $75.86 15% stability 26% (BB-width)
Options Expected (B-L 30d) $71.35 29% 22 strikes · skew +0.19
As of 2026-11-09 · updated
About
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
Exchange
XNYS
Market Cap
$4.0B
Employees
2,887
List Date
2014-12-12
CIK
0001445305
Last Earnings
Nov 5 after close · −14.9% vs ±14.3% expected
Next Earnings
~Feb 18, 2027 (estimated)
Headquarters
Ames, IA
Homepage
https://www.workiva.com

Workiva Inc is an AI-powered platform for trust, transparency, and accountability. Accounting, finance, sustainability, risk, and audit teams rely on Workiva for their mission-critical work. It transforms how customers connect data, unify processes, and empower teams in a secure, AI-powered, audit-ready, collaborative platform. Company's Geographical region consist of USA, Netherland, UK, and Others. Majority of revenue is from USA.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan7.03%-7.69%4.91%-2.81%-9.78%-7.17%-2.58%
Feb-0.10%-12.02%-3.87%-9.70%-10.04%-19.55%-9.21%
Mar-15.44%8.92%15.07%-0.82%-11.90%-2.69%-1.14%
Apr1.85%-21.12%-7.38%-5.72%-1.04%-10.43%-7.31%
May4.33%-24.47%3.32%-4.15%-9.54%-9.09%-6.60%
Jun16.65%-10.22%4.37%-3.83%0.10%-8.18%-0.19%
Jul14.80%-0.52%8.06%3.19%-6.52%18.42%6.24%
Aug8.68%1.33%5.46%7.75%-2.44%30.72%8.58%
Sep-1.32%19.84%-8.19%5.76%11.37%-13.21%2.37%
Oct5.06%0.87%-12.71%3.75%1.11%20.08%3.03%
Nov-8.56%8.22%12.93%22.84%9.11%-17.78%*4.46%
Dec2.13%-0.43%1.92%11.62%-4.93%--2.06%
Total35.38%-37.87%21.84%26.54%-31.74%-27.93%-2.30%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $80.39
SMA 50: $75.68
SMA 200: $62.77
Current: $69.72
EMA 12: $79.75
EMA 26: $78.65
MACD: 1.1032 | Signal: -1.4812
BULLISH
ADX (14): 30.46
TREND
+DI: 20.31
−DI: 38.15

Momentum Oscillators

RSI (14): 34.94
NEUTRAL
Stoch %K: 42.93
Stoch %D: 64.05
Williams %R: -84.47

Volume & Volatility

BB Upper: $90.96
BB Lower: $69.82
OVERSOLD
OBV: 14,695,074
Vol SMA 20: 866,191
Vol ROC: 12.16%
ATR: $4.24
True Range: $3.59
HV 20: 71.7%
HV 30: 63.1%
HV 60: 53.7%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before WK’s Nov 5 earnings report, so it doesn’t reflect the results.

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 7/10)

Key Drivers:

  • Bullish technical indicators, including MACD and trend strength
  • Overbought RSI and Stochastic Oscillators, indicating potential for mean reversion or correction
  • Positive news sentiment, with majority of recent headlines highlighting growth prospects

Primary Risks:

  • Volatility risk, as IV premium is slightly higher than historical volatility
  • Potential for downward price pressure due to overbought conditions

Investment Thesis: Workiva (WK) presents a neutral investment opportunity, with both bullish and bearish factors at play. While the technical indicators suggest an uptrend, the RSI and Stochastic Oscillators indicate potential for mean reversion or correction. The positive news sentiment is balanced by volatility risk and the possibility of downward price pressure.

Recent News Sentiment Impact: The majority of recent headlines are positive, highlighting growth prospects and catalysts. However, the Pembroke filing indicates a reduction in ownership, which could be seen as neutral or slightly bearish.

Technical Analysis

Trend Direction:

  • Short-term: Uptrend
  • Medium-term: Uptrend
  • Long-term: Uptrend

Support/Resistance Levels:

  • Upper Bollinger Band: $67.21
  • Middle Bollinger Band: $58.19
  • Lower Bollinger Band: $49.18
  • SMA 20: $58.19
  • SMA 50: $53.10
  • SMA 200: $66.91

Momentum Signals:

  • RSI: 73.61 (overbought)
  • MACD: Bullish momentum, with a bullish crossover above the signal line
  • Bollinger Bands: Overbought condition, with price touching the upper band

News & Sentiment Analysis

Recent Headlines Summary:

The majority of recent headlines are positive, highlighting growth prospects and catalysts. However, one filing indicates a reduction in ownership, which could be seen as neutral or slightly bearish.

Sentiment Assessment: Positive (7/10)

Catalyst Identification: Earnings, product launches, partnerships

Risk & Volatility Assessment

Beta Interpretation: Low risk relative to market (beta < 1.0)

Volatility Regime: Current volatility is moderate compared to historical levels

Options Market Signals:

  • IV Rank: 17.5% (Low)
  • Put/Call Volume Ratio: 1.63 (Bearish sentiment)
  • Market Expectation: Options market pricing $9.45 move by expiration

Market Context & Positioning

Sector Performance: WK outperforms the sector and market

Institutional Activity: No unusual volume or institutional interest signals

Correlation Analysis: Low correlation with market (R-squared interpretation)

Relative Valuation: WK is trading near its historical mean, indicating a neutral valuation

Key Levels & Action Items

Critical Price Levels:

  • Upper Bollinger Band: $67.21
  • Middle Bollinger Band: $58.19
  • Lower Bollinger Band: $49.18
  • SMA 20: $58.19
  • SMA 50: $53.10
  • SMA 200: $66.91

Breakout/Breakdown Levels: None identified

Time-Sensitive Catalysts: Earnings, product launches, partnerships

Risk Management: Consider stop-loss levels and position sizing considerations based on volatility risk and technical signals.

Note: This report focuses on the analysis framework provided and does not include a buy or sell recommendation.

Generated
News
All WK news →
Earnings History
18 of 24 under expected move
Avg Expected Move
10.88%
Avg Actual Move
6.88%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-17 After-Close 10.24% 2.77% 0.27x Within
2021-05-04 After-Close 6.70% 2.48% 0.37x Within
2021-08-03 After-Close 7.15% 7.80% 1.09x Exceeded
2021-11-03 After-Close 9.41% 7.86% 0.84x Within
2022-02-22 After-Close 14.33% 8.56% 0.60x Within
2022-05-03 After-Close 11.17% 6.71% 0.60x Within
2022-08-09 After-Close 9.92% 10.55% 1.06x Exceeded
2022-11-02 After-Close 9.90% 2.21% 0.22x Within
2023-02-21 After-Close 10.06% 2.43% 0.24x Within
2023-05-02 After-Close 10.14% 3.87% 0.38x Within
2023-08-03 After-Close 10.18% 4.61% 0.45x Within
2023-10-30 After-Close 10.20% 4.82% 0.47x Within
2024-02-20 After-Close 11.09% 12.93% 1.17x Exceeded
2024-05-02 After-Close 10.59% 2.05% 0.19x Within
2024-08-01 After-Close 10.23% 0.50% 0.05x Within
2024-11-06 After-Close 12.50% 4.40% 0.35x Within
2025-02-25 After-Close 12.85% 6.98% 0.54x Within
2025-05-01 After-Close 8.27% 9.38% 1.13x Exceeded
2025-07-31 After-Close 9.52% 32.07% 3.37x Exceeded
2025-11-05 After-Close 11.45% 5.85% 0.51x Within
2026-02-19 After-Close 11.98% 3.66% 0.31x Within
2026-05-05 After-Close 13.67% 7.00% 0.51x Within
2026-08-04 After-Close 15.27% 0.73% 0.05x Within
2026-11-05 After-Close 14.33% 14.90% 1.04x Exceeded

Earnings calendar: this week’s reports with expected vs actual moves →

WK Options Activity & IV Rank

WK IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 52.2%
7-DTE IV: 56.3%
Expected Move: $9.35
7-DTE Move: $5.45
Days to Exp: 39 (2026-12-18)

Options Flow · All expiries

Call Volume: 1,060
Put Volume: 2,574
P/C Volume: 2.428
BEARISH
Call OI: 2,238
Put OI: 4,496
P/C OI: 2.009
Total OI: 6,734

ATM Options Pricing

ATM Call: $4.65
ATM Put: $4.70
Call %: 6.7%
Put %: 6.7%

Chain Summary

Chain Volume: 3,634
Chain OI: 6,734
Last Updated: 11/9/2026
Spread Scanner
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Scanning bull put, bear call, iron condor and calendar spreads…

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 9th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
9%
vs own history
GEX tilt
-0.63
OI-weighted, today
Vanna tilt
-0.63
δ-sensitivity to IV
Charm tilt
+0.78
δ-decay vs time
Vanna tilt -0.63: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.78: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 21 ATM contracts, 4k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
No data

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Loading the implied volatility surface…

Volatility Smile

Loading the implied volatility smile…

IV Rank (7 DTE)20.3LowNov 9
IV Rank (30 DTE)14.1LowNov 9
Straddle Price (30 DTE)$9.35Nov 9
Beta Analysis

Risk Metrics

Beta: -0.0149
Alpha: -13.04%
Correlation: -0.0043
R-Squared: 0.0%
Stock Volatility: 47.4%
Market Volatility: 13.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own WK
7 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Point72 Hedge fund
Steve Cohen
$48.5M
0.07%
#336 of 1945+238.4%13F
Oaktree Capital Asset manager
Howard Marks
$21.1M
0.40%
#54 of 130new13F
Citadel Hedge fund
Ken Griffin
$17.0M
0.01%
#1245 of 6285-49.4%13F
Renaissance Technologies Hedge fund
Jim Simons
$6.3M
0.01%
#1323 of 3138-38.1%13F
Millennium Management Hedge fund
Izzy Englander
$5.7M
0.00%
#1966 of 3716+3072.5%13F
Bridgewater Associates Hedge fund
Ray Dalio
$743K
0.00%
#879 of 997new13F
Rockefeller Capital Management Family office
Rockefeller family
$385K
0.00%
#2226 of 4729+4.7%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

WK Institutional Ownership (13F)

Filings for 2026-06-30 · 145 already for 2026-09-30
Diluted shares outstanding: 57,238,764 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

354 filers1,559,779,785 shares$3.25B value2725.04% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 85,287,490 $341.64M 10.52% 149.00% 2026-06-30
2 Vanguard Portfolio Management LLC 4,046,352 $196.29M 6.05% 7.07% 2026-06-30
3 Jericho Capital Asset Management L.P. 3,482,515 $168.94M 5.20% 6.08% 2026-06-30
4 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2,578,108 $125.06M 3.85% 4.50% 2026-06-30
5 Vanguard Capital Management LLC 2,287,053 $110.94M 3.42% 4.00% 2026-06-30
6 WOLVERINE ASSET MANAGEMENT LLC 98,590,000 $94.43M 2.91% 172.24% 2026-09-30
7 State Street Corp 19,590,546 $88.67M 2.73% 34.23% 2026-06-30
8 FMR LLC Custodian 5,887,045 $86.24M 2.66% 10.29% 2026-06-30
9 Geode Capital Management, LLC Custodian 1,293,061 $86.10M 2.65% 2.26% 2026-09-30
10 Linden Advisors LP 87,320,000 $81.94M 2.52% 152.55% 2026-06-30
11 Arrowstreet Capital, Limited Partnership 1,420,426 $68.90M 2.12% 2.48% 2026-06-30
12 DeepCurrents Investment Group LLC 70,700,000 $66.33M 2.04% 123.52% 2026-06-30
13 Franklin Resources, Inc. Custodian 67,023,700 $64.35M 1.98% 117.09% 2026-06-30
14 EDMOND DE ROTHSCHILD HOLDING S.A. 1,268,192 $61.52M 1.90% 2.22% 2026-06-30
15 Squarepoint Ops LLC 1,247,400 $60.51M 1.86% 2.18% 2026-06-30
16 STEELHEAD PARTNERS LLC 61,000,000 $57.30M 1.76% 106.57% 2026-06-30
17 First Trust Advisors LP 1,126,475 $54.65M 1.68% 1.97% 2026-06-30
18 Point72 Asset Management, L.P. 46,280,127 $48.47M 1.49% 80.85% 2026-06-30
19 T. Rowe Price Associates, Inc. 966,637 $46.89M 1.44% 1.69% 2026-06-30
20 FULLER & THALER ASSET MANAGEMENT, INC. 943,485 $45.77M 1.41% 1.65% 2026-06-30
21 Topline Capital Management, LLC 871,101 $42.26M 1.30% 1.52% 2026-06-30
22 MAIRS & POWER INC 829,491 $40.24M 1.24% 1.45% 2026-06-30
23 Opti Capital Management, LP 41,945,000 $39.55M 1.22% 73.28% 2026-06-30
24 Bank of America Corp Custodian 1,230,184 $39.41M 1.21% 2.15% 2026-06-30
25 UBS Group AG Custodian 787,654 $38.21M 1.18% 1.38% 2026-06-30
9 filers$4.95M notional
# Filer Notional Value % of Total Period
1 IMC-Chicago, LLC Custodian $1.98M 39.98% 2026-09-30
2 Susquehanna International Group, LLP Custodian $1.11M 22.36% 2026-06-30
3 Citadel Advisors LLC Custodian $878.03K 17.75% 2026-06-30
4 D. E. Shaw & Co., Inc. Custodian $553.01K 11.18% 2026-06-30
5 Jane Street Group, LLC Custodian $373.53K 7.55% 2026-06-30
6 Simplex Trading, LLC Custodian $33.28K 0.67% 2026-09-30
7 Walleye Trading LLC $14.55K 0.29% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $9.70K 0.20% 2026-06-30
9 OSAIC HOLDINGS, INC. Custodian $530 0.01% 2026-06-30
7 filers$11.68M notional
# Filer Notional Value % of Total Period
1 NATIXIS $8.32M 71.25% 2026-09-30
2 Jane Street Group, LLC Custodian $1.09M 9.30% 2026-06-30
3 IMC-Chicago, LLC Custodian $805.50K 6.90% 2026-09-30
4 Citadel Advisors LLC Custodian $596.67K 5.11% 2026-06-30
5 Susquehanna International Group, LLP Custodian $582.12K 4.98% 2026-06-30
6 Walleye Trading LLC $276.51K 2.37% 2026-06-30
7 GROUP ONE TRADING LLC Custodian $9.70K 0.08% 2026-06-30

WK Insider Trading (Form 4)

Latest: 2026-09-16
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-16 Martin J. Vanderploeg Director Gift (G) — — EDGAR
2026-09-02 Junko Swain SVP, Chief Accounting Officer Tax (F) −2,151 $76.70 -$165.0K EDGAR
2026-08-21 Brandon Ziegler EVP, CLO, CAO & Corp Secretary Sell (S) −6,571 $75.97 -$499.2K EDGAR
2026-08-20 Martin J. Vanderploeg Director Gift (G) −2,780 — EDGAR
2026-06-08 Robert H Herz Director Sell (S) −1,500 $51.23 -$76.8K EDGAR
2026-06-03 Mark S Peek Director Award (A) +4,070 — EDGAR
2026-06-03 Astha Malik Director Award (A) +4,070 — EDGAR
2026-06-03 Richard Scott Herren Director Award (A) +4,070 — EDGAR
2026-06-03 Michael M Crow Director Award (A) +4,070 — EDGAR
2026-06-03 Suku V. Radia Director Award (A) +4,070 — EDGAR
2026-06-03 Martin J. Vanderploeg Director Mixed
Grant +4,070 · Tax −28,942
 −24,872 $52.83 -$1.53M EDGAR
2026-06-03 Robert H Herz Director Award (A) +4,070 — EDGAR
2026-06-02 Robert H Herz Director Sell (S) −1,000 $49.69 -$49.7K EDGAR
2026-04-06 Julie Iskow President & CEO Tax (F) −7,578 $60.00 -$454.7K EDGAR
2026-03-03 Richard Scott Herren Director Award (A) +877 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

WK Insider Holdings

14 insiders · @ $69.72
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Martin J. Vanderploeg Director 729,380 $50.86M -$348.41M 72 2026-09-16
2 Julie Iskow President & CEO 460,530 $32.11M -$2.82M 33 2026-04-06
3 David S. Mulcahy Director 240,373 $16.76M -$180.7K 15 2025-12-12
4 Barbara A Larson EVP, CFO & Treasurer 141,103 $9.84M $0 1 2026-02-03
5 Brandon Ziegler EVP, CLO, CAO & Corp Secretary 126,216 $8.80M -$3.31M 29 2026-08-21
6 Jill Klindt EVP, CFO & Treasurer 107,581 $7.50M -$10.91M 37 2025-05-27
7 Robert H Herz Director 74,181 $5.17M -$6.42M 30 2026-06-08
8 Michael M Crow Director 53,620 $3.74M -$5.07M 27 2026-06-03
9 Michael D. Hawkins EVP, Sales 52,306 $3.65M -$6.23M 28 2025-03-14
10 Suku V. Radia Director 45,442 $3.17M -$2.44M 15 2026-06-03
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

WK Board & Officers

As of SEC filings through Sep 16, 2026

Directors 7

Officers 4

Changes in the last 10 years (36)
Jun 1, 2026Mark S Peek became a director
Mar 1, 2026Richard Scott Herren became a director
Jan 20, 2026Barbara A Larson became EVP, CFO & Treasurer
May 29, 2025Astha Malik became a director
Apr 2, 2025The company announced the departure of Brigid A. Bonner from the board in an SEC filing
Sep 6, 2023Jill Klindt listed as EVP, CFO & Treasurer (previously SVP, CFO, CAO & Treasurer) in SEC filings
Sep 6, 2023Brandon Ziegler listed as EVP, CLO, CAO & Corp Secretary (previously EVP, CLO, CAO & Secretary) in SEC filings
Aug 14, 2023Junko Swain became SVP, Chief Accounting Officer
Apr 4, 2023Julie Iskow listed as President & CEO (previously President & COO) in SEC filings
Feb 21, 2023The company announced the departure of Martin J. Vanderploeg from the board in an SEC filing
Feb 21, 2023The company announced the departure of Martin J. Vanderploeg as CEO in an SEC filing
Feb 21, 2023The company announced the departure of David S. Mulcahy from the board in an SEC filing
Feb 3, 2023Brandon Ziegler first listed as EVP, CLO, CAO & Secretary in an SEC filing
Jan 9, 2023The company announced the departure of Jeff D. Trom as Executive VP & CTO in an SEC filing
Sep 6, 2022Martin J. Vanderploeg listed as CEO (previously President & CEO) in SEC filings
Sep 1, 2022The company announced the departure of Mithun Banarjee as EVP and Chief Customer Officer in an SEC filing
Mar 2, 2022Julie Iskow listed as President & COO (previously EVP & Chief Operating Officer) in SEC filings
Sep 2, 2021Julie Iskow first listed as a director in an SEC filing
Aug 17, 2021Martin J. Vanderploeg no longer listed as a 10% owner in SEC filings
Aug 17, 2021Jeff D. Trom no longer listed as a 10% owner in SEC filings
Not reported recently (9)
  • Jill Klindt · Last reported as EVP, CFO & Treasurer in an SEC filing dated May 27, 2025
  • Michael D. Hawkins · Last reported as EVP, Sales in an SEC filing dated Mar 14, 2025
  • J Stuart Miller · Last reported as Executive VP & CFO in an SEC filing dated Feb 4, 2021
  • Eugene S Katz · Last reported as a director in an SEC filing dated Nov 16, 2020
  • Troy M. Calkins · Last reported as EVP, CLO & Corp Secretary in an SEC filing dated Feb 5, 2020
  • Scott G. Ryan · Last reported as EVP and Chief Revenue Officer in an SEC filing dated Feb 5, 2020
  • Matthew M Rizai · Last reported as a 10% owner in an SEC filing dated May 21, 2019
  • Joseph H. Howell · Last reported as Executive VP in an SEC filing dated Feb 7, 2018
  • Michael S. Sellberg · Last reported as Executive VP & CPO in an SEC filing dated Feb 7, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

WK Proposed Insider Sales (Form 144)

Latest: 2026-08-20
Last 30d: 0 filings  ·  Last 90d: 1 filing · $499K notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: BRANDON ZIEGLER (1, $499K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-20 BRANDON ZIEGLER Officer 6,571 $499.2K 2026-08-20 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-05 Matthew Rizai 10% Stockholder 20,000 $1.22M 2026-08-05 Merrill Lynch — EDGAR
2026-07-16 Matthew Rizai 10% Stockholder 30,000 $1.70M 2026-07-16 Merrill Lynch — EDGAR
2026-07-01 MATTHEW RIZAI 10% Stockholder 120,000 $6.05M 2026-07-01 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-17 MATTHEW RIZAI 10% Stockholder 20,204 $986.6K 2026-06-17 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-29 ROBERT HERZ Director 1,000 $49.7K 2026-05-29 Morgan Stanley Smith Barney LLC … — EDGAR
2026-03-05 Matthew Rizai 10% stockholder 71,429 $4.60M 2026-03-05 Merrill Lynch — EDGAR
2026-02-24 JILL KLINDT Officer 16,040 $942.0K 2026-02-24 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-20 Matthew Rizai 10% Shareholder 50,000 $3.00M 2026-02-20 Merrill Lynch — EDGAR
2026-01-21 Matthew Rizai 10% stockholder 30,364 $2.43M 2026-01-21 Merrill Lynch — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Event Link
2026-11-05 Earnings results EDGAR
2026-08-04 Earnings results EDGAR
2026-06-02 Director or officer change · Shareholder vote results EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-11-05 0001445305-26-000085 EDGAR
2026-08-04 0001445305-26-000060 EDGAR
ETF Holders
102 ETFs hold WK
25 shown · $997.11M total exposure · 0.21% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.22% $223.9M $103.8B 2026-11-06
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $101.6M — 2026-09-30
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.13% $98.4M $76.6B 2026-11-06
4 VGT Vanguard Information Technology ETF Vanguard 0.05% $82.5M — 2026-09-30
5 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.04% $72.3M — 2026-09-30
6 SKYY First Trust Cloud Computing ETF First Trust 1.77% $53.3M $3.0B 2026-11-06
7 VBK Vanguard Morningstar Small-Cap Growth ETF Vanguard 0.09% $40.3M — 2026-09-30
8 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.26% $40.1M $15.7B 2026-11-05
9 VXF Vanguard Extended Market ETF Vanguard 0.04% $38.2M — 2026-09-30
10 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.26% $35.8M $13.7B 2026-11-06
11 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.51% $34.0M $6.6B 2026-11-05
12 IJT iShares S&P Small-Cap 600 Growth ETF iShares (BlackRock) 0.36% $26.1M $7.3B 2026-11-06
13 VTWO Vanguard Russell 2000 ETF Vanguard 0.11% $20.1M — 2026-09-30
14 SCHA Schwab U.S. Small-Cap ETF Nport 0.09% $20.0M — 2026-08-31
15 SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF SPDR (State Street) 0.43% $19.4M $4.6B 2026-11-05
16 IGV iShares Expanded Tech-Software Sector ETF iShares (BlackRock) 0.14% $17.0M $12.4B 2026-11-06
17 FTEC Fidelity MSCI Information Technology Index ETF Fidelity 0.07% $13.4M $19.1B 2026-11-05
18 PSCT Invesco S&P SmallCap Information Technology ETF Invesco 2.15% $9.6M — 2026-11-05
19 CLOU Global X Cloud Computing ETF Global X 2.57% $9.5M — 2026-11-06
20 SMLF iShares U.S. Small-Cap Equity Factor ETF iShares (BlackRock) 0.21% $8.5M $4.2B 2026-11-06
21 KOMP State Street® SPDR® S&P Kensho New Economies Composite ETF SPDR (State Street) 0.34% $8.0M $2.3B 2026-11-05
22 DFAS Dimensional US Small Cap ETF Dimensional 0.02% $7.7M — 2026-11-05
23 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.09% $6.7M $7.5B 2026-11-06
24 FYC First Trust Small Cap Growth AlphaDEX® Fund First Trust 0.42% $5.5M $1.3B 2026-11-06
25 SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF SPDR (State Street) 0.10% $5.1M $4.9B 2026-11-05
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
83.98
TTM Diluted EPS
$0.83
TTM Revenue
$965.70M
TTM Net Income
$47.04M
TTM Op. Cash Flow
$201.90M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$255.29M$13.44M$0.24$78.31M
Q1 '262026-03-31$247.31M$19.00M$0.33$26.48M
Q4 '252025-12-31$238.94M$11.82M$0.21$50.96M
Q3 '252025-09-30$224.17M$2.79M$0.05$46.16M
Q2 '252025-06-30$215.19M$-19.40M$-0.35$50.31M
Q1 '252025-03-31$206.28M$-21.37M$-0.38$-7.36M
Q4 '242024-12-31$199.89M$-8.81M$-0.15$43.97M
Q3 '242024-09-30$185.62M$-16.99M$-0.31$18.91M
Q2 '242024-06-30$177.50M$-17.55M$-0.32$-14.00K
Q1 '242024-03-31$175.67M$-11.69M$-0.21$24.84M
Q4 '232023-12-31$166.65M$-4.20M$-0.08$24.34M
Q3 '232023-09-30$158.18M$-56.27M$-1.04$14.99M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-04
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
83.98
P/B
—
P/S
4.13
EV/EBITDA
105.80
EV/Sales
4.61
ROE
—
ROA
3.4%
Div Yield
0.00%
FCF Yield
5.06%
Debt/Equity
—
Current Ratio
—
Market Cap
$3.99B
as of 2026-11-09

WK vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
SNOW Snowflake Inc. $97.3B — +32.0% +35.1% 80
NET Cloudflare, Inc. Class A common stock, p $96.3B — +33.5% +51.7% 39
WDAY Workday, Inc. Class A Common Stock $46.5B 38.8 +13.3% −7.0% 36
ZS Zscaler, Inc. Common Stock $32.2B — +25.4% −8.6% 87
TWLO Twilio Inc. $31.3B 319.6 +15.7% +50.2% 26
PAYC PAYCOM SOFTWARE, INC. $10.5B 25.3 +9.2% +56.2% 11
QLYS Qualys, Inc. Common Stock $6.6B 35.2 +10.4% +55.2% 93
BOX BOX, INC. $5.8B 60.7 +9.6% +45.3% 89
WK Workiva Inc. $4.0B 84.0 +19.7% −16.0% 14
Peer median $31.7B 38.8 +14.5% +47.7% 59

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.

Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
4.07M
SI % of Float
8.70%
Days to Cover
2.04
Short Vol Ratio
67.0%
Free Float
46.75M
Float %
89.0%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-22