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.
Workiva Inc. SEC filings document operating results for its AI-powered platform, including subscription and support revenue, professional services revenue, GAAP and non-GAAP measures, cash flow metrics and revenue outlook. Current reports on Form 8-K also record capital allocation items such as Class A common stock repurchases and material-event disclosures.
Governance filings include definitive proxy materials covering board matters, executive compensation and equity awards, along with 8-K disclosures on director changes, officer appointments, compensatory arrangements and changes involving the independent registered public accounting firm.
WORKIVA INC (WK) director Martin J. Vanderploeg reported a restructuring of indirect holdings through bona fide gifts of 60,000 shares of Class B Common Stock on September 15, 2026, moving them from a living trust to an irrevocable family trust for which he serves as investment advisor and an immediate family member is beneficiary. Each Class B share is convertible into one Class A share. After these transfers, indirect holdings through the living trust total 1,141,832 Class B shares and 437,105 Class A shares, and the family trust holds 60,000 Class B shares. He also reports a direct holding of 292,275 Class A shares and a stock option covering 200,204 Class A shares at an exercise price of $12.40 per share expiring January 31, 2027, granted under Workiva’s 2014 Equity Incentive Plan, vesting in three equal annual installments. No Rule 10b5-1 trading plan is indicated.
WORKIVA INC (WK) officer Junko Swain, SVP and Chief Accounting Officer, reported a disposition of 2,151 shares of Class A Common Stock on September 1, 2026. The shares were delivered to Workiva to cover withholding taxes upon vesting of previously granted restricted stock units. After this tax-withholding transaction, Swain directly holds 28,830 shares of Workiva, including 147 shares acquired through the company’s Employee Stock Purchase Plan on July 15, 2026. No Rule 10b5-1 trading plan is reported.
WORKIVA INC (WK) reported that executive officer Brandon Ziegler, EVP, CLO, CAO & Corporate Secretary, sold 6,571 shares of Class A Common Stock on August 20, 2026 in an open-market or private transaction at a weighted-average price of $75.97 per share, with individual sale prices ranging from $75.76 to $76.19.
Following this sale, Ziegler directly holds 126,216 shares of WORKIVA INC Class A Common Stock, which includes 147 shares purchased under the Workiva Inc. Employee Stock Purchase Plan on July 14, 2026.
WORKIVA INC (WK) reported that officer Brandon Ziegler filed a notice to sell 6,571 shares of common stock under Rule 144 through Morgan Stanley Smith Barney LLC Executive Financial Services. The proposed sale, listed for 08/20/2026 on the NYSE, has an aggregate market value of $499,215.30. The shares relate to performance share awards of 4,710 and 1,861 shares acquired from the issuer on 02/01/2026 and 02/03/2026, respectively.
WORKIVA INC (WK) director Martin J. Vanderploeg reported a bona fide gift of 2,780 shares of Class A Common Stock on August 18, 2026, from an indirect holding "by living trust," leaving 437,105 Class A shares held indirectly. He also reports 292,275 Class A shares held directly.
Indirect derivative holdings include 1,201,832 shares of Class B Common Stock, each convertible into one Class A share. Direct derivative holdings include an employee stock option over 200,204 Class A shares at an exercise price of $12.40 per share, expiring January 31, 2027, vesting in three equal annual installments.
Workiva Inc. has a new large shareholder disclosure. Jericho Capital Asset Management L.P. and its managing member, Josh Resnick, report beneficial ownership of 3,482,515 shares of Workiva Class A common stock as of 06/30/2026. This position represents 6.6% of the outstanding Class A shares.
Both reporting persons have no sole voting or dispositive power over these shares; instead, they report shared voting and shared dispositive power over 3,482,515 shares. Jericho Capital acts as investment adviser to certain funds and accounts that have the right to receive dividends and sale proceeds from these shares.
The shareholder filing for the issuer with ticker WK indicates an intent to sell 20,000 shares of common stock through Merrill Lynch on or after August 5, 2026, on the NYSE. The shares have an aggregate market value of $1,220,622, compared with 52,549,753 shares outstanding.
Over the prior three months, the same shareholder reported additional sales of common stock, including 30,000 shares on July 16, 2026, 120,000 shares on July 1, 2026, and 20,204 shares on June 17, 2026, all for cash consideration.
Workiva Inc. delivered strong Q2 2026 results, with total revenue of $255.3 million, up 18.6% year over year, driven by 19.2% growth in subscription and support revenue to $236.3 million. Net income was $13.4 million, or $0.24 per diluted share, compared with a $19.4 million loss a year earlier, and operating margin turned positive at 4.6%.
For the first half of 2026, revenue reached $502.6 million and net income was $32.4 million. Net cash provided by operating activities was $104.8 million. Cash, cash equivalents and marketable securities totaled $815.2 million at June 30, 2026, while outstanding convertible senior notes had principal balances of $71.2 million (2026 Notes) and $702.0 million (2028 Notes). Remaining performance obligations for subscription contracts were $1,456.5 million, with $788.8 million expected to be recognized over the next 12 months.
Customer metrics were solid: Workiva served 6,750 customers, with a gross retention rate of 97.3% and net retention rate of 110.5%. The company continued returning capital to shareholders, repurchasing $172.7 million of Class A common stock in the first six months of 2026 under its share repurchase plan.
Workiva Inc. reported strong results for the quarter ended June 30, 2026, with total revenue of $255 million, up 19% from $215 million a year earlier. Subscription and support revenue was $236 million, also up 19%, while professional services revenue rose 12% to $19 million. GAAP operating margin improved to 4.6% from (10.2)%, and non-GAAP operating margin rose to 16.8% from 3.8%. GAAP net income was $13 million ($0.24 per diluted share), compared with a net loss of $19 million, and non-GAAP net income increased to $45 million ($0.77 per diluted share) from $11 million.
Operating cash flow was $78 million and free cash flow was $78 million, both significantly higher than a year earlier. Cash, cash equivalents, and marketable securities totaled $815 million, against convertible senior notes of $71 million due 2026 and $702 million due 2028. As of June 30, 2026, Workiva had 6,750 customers, gross retention of 97% and net retention of 111%. During the quarter the company repurchased about 2.5 million shares for $123 million, with $106 million remaining under its authorization. Guidance for full-year 2026 calls for revenue of $1.040–$1.044 billion, non-GAAP operating margin of about 18%, and free cash flow margin of roughly 21%.
Vanguard Capital Management filed a Schedule 13G reporting passive ownership of 2,694,290 shares of Workiva Inc common stock, representing 5.12% of the class as of June 30, 2026. Vanguard has sole voting power over 407,237 shares and sole dispositive power over 2,694,290 shares, with no shared voting or dispositive power.
The position aggregates securities beneficially owned or deemed beneficially owned by Vanguard Capital Management LLC and certain affiliates and business divisions, including various Vanguard entities and Vanguard funds or managed accounts over which they exercise voting and/or dispositive power. No single other person has an interest in more than 5% of the class through these holdings.