WK WORKIVA INCcompanySEC Filings & Insider Trading Activity 2026
Latest WORKIVA INC (WK) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 19, 2026, a 10-Q quarterly report filed on May 5, 2026, an 8-K current report filed on August 4, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for WORKIVA INC (WK) (SEC CIK 1445305), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
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
Go deeper on WORKIVA INC
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Annual Reports Archive10-K
AI-powered analysis of WORKIVA INC (WK) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of WORKIVA INC (WK) 10-Q quarterly reports filed with SEC EDGAR.
Financial SummaryXBRL
| 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 financial data from WORKIVA INC (WK) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Aug 4, 2026 | - | - | - |
8-K | Jun 2, 2026 | - | - | |
8-K | May 5, 2026 | - | - | - |
8-K | May 5, 2026 | - | - | - |
10-Q | May 5, 2026 | Mar 31, 2026 | - | |
8-K | Feb 19, 2026 | - | - | |
10-K | Feb 19, 2026 | Dec 31, 2025 | Analysis | |
8-K | Jan 28, 2026 | - | - | |
8-K | Dec 10, 2025 | - | - | |
10-Q | Nov 5, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Jul 31, 2025 | Jun 30, 2025 | - | |
10-Q | May 1, 2025 | Mar 31, 2025 | - | |
10-K | Feb 25, 2025 | Dec 31, 2024 | - | |
SC 13G | Nov 12, 2024 | - | - | |
10-Q | Nov 6, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 1, 2024 | Jun 30, 2024 | - | |
10-Q | May 2, 2024 | Mar 31, 2024 | - | |
10-K | Feb 20, 2024 | Dec 31, 2023 | - | |
10-Q | Oct 30, 2023 | Sep 30, 2023 | - | |
10-Q | Aug 3, 2023 | Jun 30, 2023 | - | |
10-Q | May 2, 2023 | Mar 31, 2023 | - | |
10-K | Feb 21, 2023 | Dec 31, 2022 | - | |
10-Q | Nov 2, 2022 | Sep 30, 2022 | - | |
10-Q | Aug 9, 2022 | Jun 30, 2022 | - | |
10-Q | May 3, 2022 | Mar 31, 2022 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate WK share value held by 13F filers tracked by SignalX, by quarter.
- Goldman Sachs Group+511.6K (+171%)
- FMR LLC (Fidelity)+396.2K (+29%)
- Citadel Advisors LLC+293.9K (+72%)
- Two Sigma Investments+215.2K (+928%)
- BlackRock+192.8K (+4%)
- Morgan Stanley963.4K (-76%)
- AQR Capital Management186.0K (-36%)
- Renaissance Technologies LLC69.9K (-25%)
- Ameriprise Financial48.1K (-15%)
- Northern Trust21.5K (-4%)
- D.E. Shaw & Co+49.9K
- Franklin Resources+14.3K
- Blackstone Group+6.9K
- Vanguard Group Inc−6.26M
- JPMorgan Chase & Co−112.9K
- Bridgewater Associates LP−50.3K
- Invesco Ltd−41.8K
- Truist Financial−3.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 196 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest WK SEC filings in 2026?
WORKIVA INC (WK) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did WK file its most recent 10-K annual report?
WORKIVA INC (WK) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view WK 10-Q quarterly reports?
WORKIVA INC (WK)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every WK 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has WK filed recently?
WORKIVA INC (WK)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find WK insider trading activity (Form 4)?
SignalX aggregates every WK Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does WK file with the SEC?
WORKIVA INC (WK) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new WK filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for WORKIVA INC (WK).
What is WK's SEC CIK number?
WORKIVA INC (WK)'s SEC CIK (Central Index Key) number is 1445305. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1445305 to look up all WK filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find WK return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from WORKIVA INC (WK) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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