Welcome to our dedicated page for Workiva SEC filings (Ticker: WK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Workiva Inc. (NYSE: WK) SEC filings, along with AI-powered tools that help explain the information contained in each document. Workiva is a cloud-native, AI-powered software platform focused on transparency, accountability, and trust in reporting and compliance, and its own filings offer insight into how the company operates and reports its results.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q for details on Workiva’s business, risk factors, financial statements, and segment information, including the breakdown between subscription and support revenue and professional services revenue. These core filings also discuss key operating metrics, non-GAAP financial measures, and the company’s use of a subscription-based business model.
Current reports on Form 8-K document material events such as quarterly earnings announcements and leadership changes. For example, recent 8-K filings reference the release of second and third quarter financial results and the appointment of a new Executive Vice President, Chief Financial Officer and Treasurer, as well as an interim CFO during a transition period. These filings help readers track changes in Workiva’s executive team and ongoing financial performance.
Users can also monitor proxy statements and related governance documents, which describe board composition, committees, and executive compensation, as well as any equity incentive or employment agreements referenced in exhibits. Insider transaction reports on Form 4, when available, allow investors to see purchases, sales, and equity grants involving Workiva’s officers and directors.
Stock Titan enhances these filings with AI-generated summaries that highlight important sections, explain technical language, and surface items that may be relevant to shareholders, analysts, and other stakeholders who follow Workiva’s reporting and compliance-focused software business.
Workiva Inc. changed its independent auditor, moving from Ernst & Young LLP (EY) to Grant Thornton LLP (GT). The Audit Committee approved EY’s dismissal on April 30, 2026, effective after EY completes the review of the March 31, 2026 quarter and the related Form 10‑Q filing.
EY’s reports on Workiva’s financial statements for the fiscal years ended December 31, 2025 and December 31, 2024 contained no adverse opinions, disclaimers, or qualifications, and there were no disagreements or reportable events under Regulation S‑K Item 304. On the same date, the Committee approved GT as the new independent registered public accounting firm for the fiscal year ending December 31, 2026. EY provided a confirming letter to the SEC, filed as Exhibit 16.1.
Workiva Inc. reported a strong turnaround for the quarter ended March 31, 2026. Total revenue rose 19.9% to $247.3 million, driven by subscription and support revenue of $225.4 million, up 21.5%. Professional services contributed $22.0 million.
The company generated net income of $19.0 million compared with a net loss of $21.4 million a year earlier, as operating margin improved from a loss of 12.0% to a 6.2% profit. Gross margin expanded to 80.4%, reflecting scalable SaaS economics and slower growth in costs of revenue.
Workiva’s customer metrics remained solid, with 6,665 customers, a gross retention rate of 97.3% and net retention of 112.4%. Larger accounts continued to grow, with 605 customers at $300k+ ACV and 265 at $500k+. The company ended the quarter with $863.4 million in cash, cash equivalents and marketable securities, generated operating cash flow of $26.5 million, and repurchased $50.0 million of Class A shares while carrying $767.9 million of convertible notes.
Workiva Inc. reported a strong turnaround in the first quarter of 2026, combining fast growth with solid profitability. Total revenue rose 20% year-over-year to $247.3 million, driven by subscription and support revenue of $225.4 million, up 21% from the prior-year quarter. Professional services revenue was $22.0 million, up slightly.
GAAP operating margin improved to 6.2% from a loss of 12.0% a year earlier, while non-GAAP operating margin expanded to 18.4% from 2.4%. GAAP results swung to net income of $19.0 million, or $0.33 per diluted share, compared with a net loss of $(21.4) million, or $(0.38) per share, a year ago. Non-GAAP net income rose to $49.1 million, with non-GAAP diluted EPS of $0.77.
Customer metrics remained strong, with 6,665 customers, gross retention of 97% and net retention of 112%. Large enterprise adoption continued to grow across all ACV tiers. Workiva repurchased about 763,000 shares of Class A common stock for $50 million under its share repurchase plan.
For the second quarter of 2026, the company expects revenue between $250 million and $252 million, GAAP operating margin of 1.6%–2.2% and non-GAAP operating margin of 14.5%–15.0%. For full year 2026, Workiva guides to revenue of $1.037–$1.041 billion, GAAP diluted EPS of $0.89–$0.99, non-GAAP diluted EPS of $2.85–$2.95 and free cash flow margin of about 20%.
Workiva Inc ownership filing shows Vanguard Portfolio Management reports beneficial ownership of 3,999,817 shares of Common Stock, representing 7.51% of the class. The filing lists 44,150 shares of sole voting power and 3,999,817 shares of sole dispositive power. The statement attributes holdings to Vanguard Portfolio Management and affiliated Vanguard entities.
Workiva Inc. is asking stockholders to vote at its 2026 virtual annual meeting on May 28, 2026, including electing three Class III directors, an advisory vote on executive pay, expanding the 2014 equity incentive plan, and ratifying EY as auditor.
The company highlights strong 2025 results, with subscription revenue up 22%, total revenue up 20%, a non-GAAP operating margin of 9.9%, and free cash flow margin of 15.6%. Workiva reports more than 6,600 customers, a 97% gross retention rate, and rapid growth in larger accounts, alongside expanded AI-driven product capabilities. The proxy also describes governance practices, director qualifications, board independence, and detailed voting and attendance procedures.
Workiva Inc. President & CEO Julie Iskow reported a tax-withholding share disposition tied to equity compensation. On this Form 4, 7,578 shares of Class A Common Stock were delivered back to the company at $60.00 per share to cover withholding taxes due upon the vesting of previously granted restricted stock units. After this non-market transaction, Iskow directly holds 460,530 shares, indicating she retains a substantial equity position despite the routine tax-related share surrender.
Workiva Inc: The Vanguard Group filed Amendment No. 12 to its Schedule 13G/A reporting that it currently beneficially owns 0 shares of Workiva Inc Common Stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, under which certain Vanguard subsidiaries now report beneficial ownership separately.
WK filed a Form 144 registering proposed sales of Common stock by an affiliate. The filing lists multiple recent transactions by Matthew Rizai: 60,000 shares on 12/17/2025, 25,616 on 01/02/2026, 30,364 on 01/21/2026, and 50,000 on 02/20/2026. Shares outstanding were 52,432,466 as of 03/05/2026.
Workiva Inc. director Richard Scott Herren reported an equity award of Class A common stock. He acquired 877 shares on a grant basis at a stated price of $0.00 per share. The award was in the form of restricted stock units granted under the Workiva Inc. 2014 Equity Incentive Plan (as Amended and Restated May 30, 2024).