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.
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).
Workiva Inc. director Richard Scott Herren filed an initial ownership report showing no holdings of Class A Common Stock. This Form 3 filing establishes his starting beneficial ownership position as a director, which is reported as zero shares following the reported status.
Workiva Inc. President & CEO Julie Iskow reported a mix of equity compensation activity in Class A common stock. She acquired 4,092 shares at no cost through performance restricted stock units that were earned and vested at 200% of target for the 2024-2025 performance period.
To cover withholding taxes on these newly vested PSUs and previously granted restricted stock units, 2,208 shares and 2,577 shares were delivered back to Workiva, both at a reference price of $61.58 per share. After these transactions, Iskow directly owns 468,108 shares of Workiva Class A common stock.
WK submitted a Form 144 disclosing proposed sales of Common shares. The filing lists securities information including the broker address, figures of 50000, 3000000, and 52432466 with an 02/20/2026 NYSE reference. The filing also lists recent sales by Matthew Rizai, including 60,000 shares on 12/17/2025, 25,616 shares on 01/02/2026, and 30,364 shares on 01/21/2026, with corresponding share figures shown alongside each sale.
Workiva Inc. reports strong top-line growth while remaining unprofitable. Revenue reached $884.6 million in 2025, up from $630.0 million in 2023, as the company expanded its AI-powered SaaS platform for financial reporting, sustainability management, and governance, risk, and compliance.
Subscription and support generated about 92% of 2025 revenue, reflecting a durable, recurring model. Workiva served more than 6,600 organizations worldwide, including over 85% of FORTUNE 1,000, with a gross retention rate of 97.2% and net retention of 112.8%, indicating successful upselling and strong customer loyalty.
Net losses narrowed to $26.2 million in 2025 from $55.0 million in 2024 and $127.5 million in 2023 as scale improved. The company is investing heavily in AI capabilities, global expansion and partner ecosystems, while citing competitive pressure, regulatory change, cybersecurity and macroeconomic conditions as key risks.
Workiva Inc. reported strong fourth quarter and full-year 2025 results and issued upbeat 2026 guidance. Q4 2025 revenue reached $239 million, up 20% year-over-year, with subscription and support revenue of $219 million. GAAP operating margin improved to 3.4%, while non-GAAP operating margin rose to 19.1%.
For 2025, total revenue was $885 million, up 20%, and subscription and support revenue grew 22% to $813 million. GAAP net loss narrowed to $26 million, and non-GAAP net income increased to $104 million, with a 9.9% non-GAAP operating margin and 15.6% free cash flow margin on $138 million of free cash flow.
Workiva ended 2025 with $892 million in cash, cash equivalents, and marketable securities, repurchased $72 million of Class A shares, and expanded its repurchase authorization by $250 million. For 2026, it projects revenue of $1.036–$1.040 billion, GAAP operating margin of 2.6–3.2%, non-GAAP operating margin of 15.0–15.5%, and free cash flow margin of about 19%.
Swain Junko reported multiple insider transaction types in a Form 4 filing for WK. The filing lists transactions totaling 1,145 shares at a weighted average price of $64.95 per share. Following the reported transactions, holdings were 31,208 shares.
Workiva Inc executive Brandon Ziegler, EVP, CLO, CAO & Corporate Secretary, reported several equity award transactions in Class A common stock. On February 11, 2026, he acquired 5,954, 7,340, and 3,803 shares at $0 per share through performance restricted stock units (PSUs) granted in 2023, 2024, and 2025.
The Compensation Committee certified that these PSU grants vested at 162.5%, 200%, and 100% of target for their respective performance periods, with portions subject to continued employment and future revenue growth goals. In a separate transaction coded F, 8,730 shares were delivered at $64.95 per share to cover withholding taxes, leaving him with 132,640 directly owned shares.