WK at a glance
WORKIVA INC (WK, SEC CIK 1445305) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), WORKIVA INC (WK) reported revenue of $884.6 million (up 19.7% from FY2024) and a net loss of $26.2 million. Diluted EPS was -$0.47.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding WORKIVA INC (WK) shares worth $1.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ziegler Brandon on August 20, 2026 of 6,571 shares at $75.97 per share.
- In the last 90 days, WK insiders reported 0 open-market purchases ($0) and 1 open-market sale ($499K) on Form 4, a net sale of $499K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $884.6M
- +19.7% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$499K
- 13F holders
- 32 funds
- $1.0B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: AI-powered SaaS platform uniting financial reporting, sustainability management, and GRC data for global finance, audit, and sustainability teams
- New emphasis on Generative AI capabilities integrated in platform to accelerate CFO office transformation and streamline workflows
- Strategic shift to multi-solution selling and global expansion; 26.7% of 2025 revenue from outside U.S., highlighting international growth focus
- Revenue $884.6M in 2025 vs $630.0M in 2023, 18% CAGR; net loss narrowing to $26.2M in 2025 from $127.5M in 2023
- Earned highest sustainability ratings (MSCI ESG AAA, ISS ESG Prime, EcoVadis Silver) alongside recognition as a top workplace for 7th time
Risk Factors
- Cybersecurity risk: potential loss or unauthorized disclosure of confidential data causing legal exposure and financial losses
- Board oversight of cybersecurity risk includes minimum three briefings per year by CISO to Audit Committee with real-time incident escalation
- Operational vulnerability: reliance on CISO and certified cybersecurity team to monitor and manage evolving threat landscape
- No specific regulatory or geopolitical risks detailed in this section for FY 2026
- No competitive or financial structural risks explicitly disclosed in provided text
Management Discussion & Analysis
- Operating cash flow $140.1M in 2025, up from $87.7M in 2024; net loss narrowed to $26.2M from $55.0M
- Share repurchase $71.6M in 2025 under 2024 Repurchase Plan; $28M remaining authorization, plus $250M additional authorized in 2026
- Convertible debt: $691.1M net proceeds from 2028 Notes in 2023, $396.9M used to repurchase 2026 Notes; $71.1M outstanding on 2026 Notes year-end 2025
- Investing cash outflow $35.0M in 2025 vs $45.2M in 2024; capital expenditures mainly computer equipment; marketable securities net purchases and maturities active
- Management expects existing cash plus operating cash flow to fund operations for 12+ months despite historical operating losses
AI summary of the WK 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $255.3M, up 18.6% YoY from $215.2M; subscription revenue $236.3M, up 19.2%
- Gross margin 80.4% vs 77.0% YoY; operating margin 4.6% vs (10.2)%
- Subscription and support strongest line at $236.3M, up 19.2%; professional services $19.0M, up 11.9%
- Net retention 110.5% vs 113.7%; sustainability adoption pressured by policy uncertainty and EU CSRD changes
Risk Factors
- Risk Factors section not provided; no quarter-specific risk changes assessable
- Share-repurchase authorization increased by $250 million on February 16, 2026
- Remaining repurchase capacity $105.771 million as of June 30, 2026
AI summary of the WK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Workiva reported results for quarter ended June 30, 2026
- Press release attached as Exhibit 99.1 contains the financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue $255M, up 19% YoY, with subscription revenue $236M and professional services $19M
- Profitability inflection: GAAP operating margin 4.6% versus (10.2)%; non-GAAP margin 16.8% versus 3.8%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved increasing equity-plan capacity from 17,760,000 to 21,660,000 shares
- Additional 3,900,000 Class A shares available for future employee awards
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three Class III directors elected through 2029, including Michael M. Crow, R. Scott Herren, and Julie Iskow
- R. Scott Herren received strongest support with 73,726,838 votes for and 316,497 withheld
Item 4.01: Changes in Registrant's Certifying Accountant
- Audit committee dismissed EY effective after Q1 2026 interim review and Form 10-Q filing
- Grant Thornton appointed auditor for fiscal 2026 and related interim periods
AI summaries of WK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WK
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| VANDERPLOEG MARTIN J. | G | Sep 15, 2026 | 60,000 | - |
| VANDERPLOEG MARTIN J. | G | Sep 15, 2026 | 60,000 | - |
| Swain Junko | F | Sep 1, 2026 | 2,151 | $76.70 |
| Ziegler Brandon | Sell | Aug 20, 2026 | 6,571 | $75.97 |
| VANDERPLOEG MARTIN J. | G | Aug 18, 2026 | 2,780 | - |
| Herz Robert H | Sell | Jun 4, 2026 | 1,500 | $51.23 |
| CROW MICHAEL M | A | Jun 1, 2026 | 4,070 | - |
| Herren Richard Scott | A | Jun 1, 2026 | 4,070 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $738.7M | $884.6M |
| Gross Profit | - | $566.6M | $694.1M |
| Operating Income | - | -$76.5M | -$42.4M |
| Net Income | - | -$55.0M | -$26.2M |
| Gross Margin | - | 76.7% | 78.5% |
| Op. Margin | - | -10.4% | -4.8% |
| Net Margin | - | -7.5% | -3.0% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.4B | $1.5B |
| Equity | -$89.4M | -$41.7M | -$5.4M |
| ROE | - | 132.0% | 481.4% |
| Per Share | |||
| EPS | - | $-0.99 | $-0.47 |
| Cash Flow | |||
| Operating CF | - | $87.7M | $140.1M |
| CapEx | - | $1.4M | $2.1M |
Source: XBRL data in WORKIVA INC (WK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.02B |
| Q1 2026 | 31 | $1.14B |
| Q4 2025 | 29 | $1.66B |
| Q3 2025 | 30 | $1.67B |
| Q2 2025 | 29 | $1.29B |
| Q1 2025 | 25 | $1.14B |
| Q4 2024 | 22 | $1.49B |
| Q3 2024 | 18 | $334.4M |
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- Bridgewater Associates LP+15.3K
- Mangrove Partners+5.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 216 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 6, 2026 | - | - | - |
| 10-K | Feb 19, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 19, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - |
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WK SEC filings: frequently asked questions
Are WK insiders buying or selling?
In the last 90 days, WORKIVA INC (WK) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $499,199 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WK stock?
As of June 30, 2026, the largest WORKIVA INC (WK) holders among the 13F filers tracked by SignalX were BlackRock ($267.2 million), Vanguard Portfolio Management LLC ($196.3 million), Vanguard Capital Management LLC ($110.9 million), FMR LLC (Fidelity) ($82.3 million), State Street Corp ($71.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WK's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), WORKIVA INC (WK) reported revenue of $884.6 million (up 19.7% from FY2024) and a net loss of $26.2 million. Diluted EPS was -$0.47. The figures come from the XBRL data in the 10-K.
What are the main risks in WK's latest 10-K?
In the 10-K filed February 19, 2026, WORKIVA INC (WK) flagged: Cybersecurity risk: potential loss or unauthorized disclosure of confidential data causing legal exposure and financial losses. Board oversight of cybersecurity risk includes minimum three briefings per year by CISO to Audit Committee with real-time incident escalation. (AI summary of the Risk Factors section.)
What did WK report in its latest 8-K?
WORKIVA INC (WK) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Workiva reported results for quarter ended June 30, 2026.
What are the latest WK SEC filings?
WORKIVA INC (WK) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 16, 2026.
What is WK's SEC CIK number?
WORKIVA INC (WK)'s SEC Central Index Key (CIK) is 1445305. EDGAR lists every WK filing under that number.
Ask anything about WK
The research agent reads WK's filings, financials, insider trades and 13F holders, then answers with sources.