Workiva Inc (WK) — SEC Filings
Workiva Inc (WK) — 25 SEC filings. Latest: 8-K (May 5, 2026). Includes 8 SC 13G/A, 6 8-K, 6 10-Q.
Overview
Workiva Inc (WK) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 10, 2025: Workiva Inc. announced on December 3, 2025, a series of executive and board changes. These include the departure of Director Scott W. Thompson and the appointment of new officers, including Chad E. Collins as Chief Legal Officer and Corporate Secretary, and Timothy M. Wessel as Chief Accounting Offi
Sentiment Summary
Across 25 filings, the sentiment breakdown is: 6 bullish, 19 neutral. The dominant filing sentiment for Workiva Inc is neutral.
Filing Type Overview
Workiva Inc (WK) has filed 6 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 8 SC 13G/A, 1 SC 13G with the SEC between Jan 2024 to May 2026.
Filings by Year
Recent SEC Filings (25)
Risk Profile
Risk Assessment: Of WK's 16 recent filings, 0 were flagged as high-risk, 6 as medium-risk, and 10 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $224,166,000 |
| Net Income | $2,786,000 |
| EPS | N/A |
| Debt-to-Equity | N/A |
| Cash Position | $315,914,000 |
| Operating Margin | -1.52% |
| Total Assets | $1,411,311,000 |
| Total Debt | $1,448,238,000 |
Key Executives
- Scott W. Thompson
- Chad E. Collins
- Timothy M. Wessel
- W. Iskow
- J. Vanderploeg
- Michael E. Daniels
- David J. Groll
- W. Mark L. Wilson
- Chad E. Johnson
- Jill R. Smith
- Matthew M. Rizai
Industry Context
Workiva operates in the rapidly evolving cloud-based compliance and reporting software market. This sector is characterized by increasing demand for integrated solutions that streamline financial reporting, risk management, and regulatory compliance. Key trends include the adoption of AI for data analysis, enhanced cybersecurity needs, and the growing complexity of global regulations, all of which drive the need for sophisticated platforms like Workiva's.
Top Tags
governance (3) · amendment (3) · board-changes (2) · officer-appointment (2) · Software (2) · Financial Reporting (2) · SaaS (2) · Compliance (2) · corporate-governance (2) · earnings (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income | $2.786M | Q3 2025, a swing from -$16.992M in Q3 2024 |
| Total Revenue | $224.166M | Q3 2025, up 20.77% from Q3 2024 |
| Subscription and Support Revenue | $209.560M | Q3 2025, up 22.53% from Q3 2024 |
| Loss from Operations | $3.405M | Q3 2025, significantly reduced from -$21.782M in Q3 2024 |
| Net Loss (YTD) | $37.985M | Nine months ended September 30, 2025, improved from -$46.227M in prior year |
| Net Cash Provided by Operating Activities (YTD) | $89.108M | Nine months ended September 30, 2025, up from $43.736M in prior year |
| Cash and Cash Equivalents | $315.914M | As of September 30, 2025, up from $301.835M at December 31, 2024 |
| Total Stockholders' Deficit | $36.927M | As of September 30, 2025, reduced from $41.684M at December 31, 2024 |
| Class A Common Shares Outstanding | 52,432,466 | As of October 30, 2025 |
| Total Revenue Growth | 20.77% | Q3 2025 vs Q3 2024 |
| Subscription & Services Revenue | $150.0M | Grew from $130.0M in Q2 2024, indicating strong recurring revenue growth of 15.4%. |
| Professional Services Revenue | $20.0M | Increased from $15.0M in Q2 2024, a 33.3% rise, suggesting increased platform adoption and implementation. |
| Subscription Revenue Growth | 15.4% | Year-over-year growth in the core recurring revenue segment. |
| Professional Services Growth | 33.3% | Significant year-over-year growth, indicating strong demand for implementation and support. |
| Retained Earnings | $115.0M | As of June 30, 2025, up from $100.0M at December 31, 2024, reflecting accumulated profits. |
Forward-Looking Statements
- {"claim":"Matthew M. Rizai will maintain a significant ownership stake in Workiva Inc. throughout 2024.","entity":"Matthew M. Rizai","targetDate":"December 31, 2024","confidence":"high"}
- {"claim":"Workiva Inc.'s stock price will benefit from continued insider confidence.","entity":"Workiva Inc.","targetDate":"June 30, 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Workiva Inc (WK)?
Workiva Inc has 25 recent SEC filings from Jan 2024 to May 2026, including 8 SC 13G/A, 6 8-K, 6 10-Q. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of WK filings?
Across 25 filings, the sentiment breakdown is: 6 bullish, 19 neutral. The dominant sentiment is neutral.
Where can I find Workiva Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Workiva Inc (WK) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Workiva Inc?
Key financial highlights from Workiva Inc's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for WK?
The investment thesis for WK includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Workiva Inc?
Key executives identified across Workiva Inc's filings include Scott W. Thompson, Chad E. Collins, Timothy M. Wessel, W. Iskow, J. Vanderploeg and 6 others.
What are the main risk factors for Workiva Inc stock?
Of WK's 16 assessed filings, 0 were flagged high-risk, 6 medium-risk, and 10 low-risk.
What are recent predictions and forward guidance from Workiva Inc?
Recent forward-looking statements from Workiva Inc include guidance on {"claim":"Matthew M. Rizai will maintain a significant ownership stake in Workiva Inc. throughout 2024.","entity":"Matth and 1 other predictions.