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. director Robert H. Herz reported an open-market sale of 1,000 shares of Class A Common Stock. The shares were sold at a price of $49.69 per share on May 29, 2026. After this transaction, he directly holds 34,802 shares and indirectly holds 36,809 shares through a trust.
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.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice to sell 1,000 shares of Class A Common stock. The filing references restricted stock vesting under a registered plan on 02/17/2026 and lists Services Rendered as the vesting reason.
The Form 144 shows brokerage information for Morgan Stanley Smith Barney LLC at New York Plaza and an execution/filing date of 05/29/2026. The notice identifies the securities as listed on NYSE.
Workiva Inc. Schedule 13G/A reports that Eminence Capital, LP and Ricky C. Sandler together beneficially own 2,519,889 shares of Class A Common Stock, representing 4.8% of the class based on 52,798,288 shares outstanding as of March 31, 2026. The filing states shared voting and dispositive power over these shares through Eminence-managed funds and separately managed accounts.
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.