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. President & CEO Julie Iskow reported a tax-withholding share disposition tied to equity compensation. On this Form 4, 7,578 shares of Class A Common Stock were delivered back to the company at $60.00 per share to cover withholding taxes due upon the vesting of previously granted restricted stock units. After this non-market transaction, Iskow directly holds 460,530 shares, indicating she retains a substantial equity position despite the routine tax-related share surrender.
Workiva Inc: The Vanguard Group filed Amendment No. 12 to its Schedule 13G/A reporting that it currently beneficially owns 0 shares of Workiva Inc Common Stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, under which certain Vanguard subsidiaries now report beneficial ownership separately.
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.