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.
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.
Shareholder Matthew Rizai filed a Form 144 notice relating to issuer WK, indicating an intent to sell 30000 shares of common stock through Merrill Lynch on or about 07/16/2026 on the NYSE, with an aggregate market value of 1697901.
He reports having acquired 2077058 common shares from the issuer for cash on 12/12/2014. In the past three months he sold 120000 shares on 07/01/2026 for gross proceeds of 6047292 and 20204 shares on 06/17/2026 for 986589.61.
Matthew Rizai filed a Form 144 notifying an intended sale of 120,000 shares of Common Stock on 07/01/2026. The notice lists Morgan Stanley Smith Barney LLC as the broker and an aggregate value of $6,047,292.00 for the shares. The filing also reports prior sales of 20,204 shares on 06/17/2026 for $986,589.61. As context, the filing shows 52,549,753 shares outstanding as of 07/01/2026.
Workiva director Robert H. Herz reported an open-market sale of 1,500 shares of Class A Common Stock at $51.23 per share on June 4, 2026. After this sale, he directly holds 37,372 shares and has an additional 36,809 shares held indirectly through a trust.
PEEK MARK S reported acquisition or exercise transactions in this Form 4 filing.
Workiva Inc. director Mark S. Peek received a grant of 4,070 shares of Class A Common Stock in the form of restricted stock units under the Workiva Inc. 2014 Equity Incentive Plan. After this award on June 1, 2026, he directly owns 6,070 shares of Workiva stock.
WORKIVA INC director Mark S. Peek has filed an initial Form 3 reporting his equity position in the company. The filing shows direct ownership of 2,000 shares of Class A Common Stock, establishing his baseline stake as a director, with no specific buy or sell transaction disclosed.