Every 8-K that Workiva Inc. (WK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow WK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WK filings page.
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%.
Workiva Inc. reported results of its annual stockholder meeting, including approval of changes to its long‑term incentive plan and director elections. Stockholders approved an amendment and restatement of the 2014 Equity Incentive Plan, increasing the total shares authorized under the plan from 17,760,000 to 21,660,000, so an additional 3,900,000 Class A shares may be issued as equity awards. Three Class III directors—Michael M. Crow, Ph.D., R. Scott Herren, and Julie Iskow—were elected to terms expiring at the 2029 annual meeting. Stockholders also gave advisory approval to the compensation of named executive officers.
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 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. 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%.
Workiva Inc. reported several Board changes. David S. Mulcahy, a Class I director and Lead Independent Director, resigned effective immediately, with the company stating his decision was not related to any disagreement over operations, policies or practices. The Board appointed Suku Radia as the new Lead Independent Director.
The Board approved expanding its size to eight members as of June 1, 2026, and elected R. Scott Herren as a Class III director effective March 1, 2026, and Mark S. Peek as a Class I director effective June 1, 2026. Both will receive standard non‑employee director compensation and enter into Workiva’s customary indemnification agreements. Their appointments were also announced in a press release furnished as an exhibit.
Workiva Inc. announced that its board has appointed Barbara Larson as Executive Vice President, Chief Financial Officer and Treasurer, effective January 20, 2026. Larson joins from SentinelOne, and previously held several senior finance roles at Workday, VMware, TIBCO and Symantec, and serves on Equifax’s board.
Under her executive employment agreement, Larson will receive a base salary of $485,000, an initial target bonus of 85% of base salary for 2026, and an initial restricted stock unit grant valued at $8,000,000 under Workiva’s equity plan, along with standard employee benefits and confidentiality, non-solicitation and non-compete covenants.
If she is terminated without cause outside a change in control, she is eligible for one year of base salary and accelerated vesting of equity that would have vested in the following year, subject to a release of claims. If such a termination occurs in connection with a change in control, she is entitled to 18 months of base salary plus target bonus and full accelerated vesting of equity. The company also named CEO Julie Iskow as Interim CFO from December 27, 2025 until Larson’s start date.
Workiva Inc. reported via Form 8-K that it issued a press release announcing results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and incorporated by reference.
The company states the information in this report and its exhibits is not deemed “filed” under the Exchange Act. The press release is titled “Workiva Inc. Announces Third Quarter 2025 Financial Results.”