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. 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.
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.