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.
This page provides access to Workiva Inc. (NYSE: WK) SEC filings, along with AI-powered tools that help explain the information contained in each document. Workiva is a cloud-native, AI-powered software platform focused on transparency, accountability, and trust in reporting and compliance, and its own filings offer insight into how the company operates and reports its results.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q for details on Workiva’s business, risk factors, financial statements, and segment information, including the breakdown between subscription and support revenue and professional services revenue. These core filings also discuss key operating metrics, non-GAAP financial measures, and the company’s use of a subscription-based business model.
Current reports on Form 8-K document material events such as quarterly earnings announcements and leadership changes. For example, recent 8-K filings reference the release of second and third quarter financial results and the appointment of a new Executive Vice President, Chief Financial Officer and Treasurer, as well as an interim CFO during a transition period. These filings help readers track changes in Workiva’s executive team and ongoing financial performance.
Users can also monitor proxy statements and related governance documents, which describe board composition, committees, and executive compensation, as well as any equity incentive or employment agreements referenced in exhibits. Insider transaction reports on Form 4, when available, allow investors to see purchases, sales, and equity grants involving Workiva’s officers and directors.
Stock Titan enhances these filings with AI-generated summaries that highlight important sections, explain technical language, and surface items that may be relevant to shareholders, analysts, and other stakeholders who follow Workiva’s reporting and compliance-focused software business.
Workiva Inc. director David S. Mulcahy reported a small open-market sale of company stock. On 11/26/2025, he sold 808 shares of Workiva Class A common stock at a weighted-average price of $92.01 per share, with actual sale prices ranging from $92.00 to $92.04. After this transaction, he directly beneficially owned 241,535 shares of Workiva common stock. The filing notes that detailed pricing breakdowns within the reported range are available upon request.
Workiva Inc. (WK) has a security holder who filed a Form 144 notice to sell 120,000 shares of common stock through broker Charles Schwab on or about 11/25/2025 on the NYSE, with an aggregate market value of $11,114,400. The securities to be sold were acquired over time through IPO purchases and restricted stock unit (RSU) vestings between 2010 and 2024, all from the issuer. The table also notes that 52,432,466 shares of the issuer’s common stock are outstanding; this is a baseline figure, not the amount being sold. By signing the notice, the seller represents that they do not know of any undisclosed material adverse information about the issuer’s current or prospective operations.
Workiva Inc. (WK) — Schedule 13G/A Amendment No. 1 filed by Eminence Capital
Eminence Capital, LP and Ricky C. Sandler reported beneficial ownership of 3,723,546 shares of Workiva Class A common stock, representing 7.1% of the class. The filing lists shared voting and dispositive power over all reported shares and no sole voting or dispositive power. The percentage is based on 52,169,998 shares outstanding as of July 25, 2025, as disclosed in Workiva’s Form 10‑Q for the quarter ended June 30, 2025.
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control, consistent with a passive Schedule 13G filing. The date of event requiring the filing is September 30, 2025.
Workiva (WK) filed a Form 144 notice for a proposed sale of 78,421 common shares. The shares were acquired via stock option exercise on 11/12/2025 for cash and are proposed to be sold on 11/12/2025 through Morgan Stanley Smith Barney LLC on the NYSE. The filing lists an aggregate market value of $7,294,203.84. Workiva had 52,432,466 shares outstanding. Recent sales disclosed: 50,000 shares on 10/13/2025 for $4,434,375.00 and 40,000 shares on 10/03/2025 for $3,499,992.00.
WK: A holder filed a Form 144 notice to sell up to 12,250 shares of common stock. The filing lists an aggregate market value of $1,130,486.35, with an approximate sale date of 11/11/2025. The intended broker is Morgan Stanley Smith Barney LLC, and the shares are listed on the NYSE.
The shares to be sold were acquired as Restricted Stock on 11/07/2025 from the issuer, in the same 12,250-share amount. The filing also notes 52,432,466 shares outstanding, providing context for the issuer’s capital base.
Workiva Inc. reported third‑quarter results, delivering total revenue of $224.2 million, up from $185.6 million. Subscription and support drove growth at $209.6 million, while professional services were $14.6 million. Gross profit rose to $177.8 million. Operating loss narrowed to $3.4 million, and the company posted net income of $2.8 million versus a loss a year ago.
Cash and cash equivalents were $315.9 million and marketable securities were $540.9 million. Deferred revenue stood at $489.7 million current and $38.8 million non‑current. Cash from operations was $46.2 million for the quarter. The company repurchased $10.0 million of Class A shares in the quarter. Convertible senior notes included $71.0 million due 2026 (classified current) and $695.7 million due 2028 (non‑current).
Operating metrics showed 6,541 customers, gross retention of 97.3%, and net retention of 113.6%. As of October 30, 2025, Class A shares outstanding were 52,432,466 and Class B were 3,695,583.
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.”
Workiva Inc. insider Matthew M. Rizai notified a proposed sale of 40,000 common shares through Morgan Stanley Smith Barney LLC with an aggregate market value of $3,499,992.00, to be sold approximately on 10/03/2025 on the NYSE. The filing states the shares were acquired on 10/03/2025 by a stock option exercise and paid for in cash. The notice also discloses prior sales by the same person in the past three months: 50,000 shares sold on 08/01/2025 for $3,882,500.00 and 100,000 shares sold on 07/14/2025 for $6,714,000.00. The filer represents they are not aware of any undisclosed material adverse information about the issuer.
Junko Swain, SVP and Chief Accounting Officer of Workiva Inc. (WK), reported a routine tax-withholding sale tied to vesting equity awards. On 09/02/2025 she disposed of 2,093 shares of Class A common stock at a price of $82.24 per share to cover withholding taxes related to vested restricted stock units. After the transaction she beneficially owned 24,661 shares, a total that includes 109 shares acquired through the company Employee Stock Purchase Plan on July 14, 2025. The Form 4 was submitted by an attorney-in-fact on her behalf.
Eminence Capital, LP and Ricky C. Sandler report beneficial ownership of 2,646,768 shares of Workiva Inc. Class A common stock, representing 5.1% of the outstanding Class A shares based on 51,888,191 shares outstanding as of April 25, 2025. The filing states that Eminence Capital is an investment adviser organized in Delaware and that Mr. Sandler, a U.S. citizen and CEO of Eminence Capital, may be deemed to share voting and dispositive power over the shares held by Eminence-managed funds and separately managed accounts. The filing asserts the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.