WK on NYSE

Workiva

Logo: Foxtrot Bravo Alpha [FBA], Public domain, via Wikimedia Commons5

American software company

Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.3 Its shares trade on NYSE under the symbol WK.1 Wikipedia text CC BY-SA 4.0

Price unavailable

Last updated Oct 21, 2026.

Overview

$884.6MRevenue, fiscal 20256
-$26.2MNet income, fiscal 20256
2008Founded1

Compare with Clear Secure, Rapid7 or Sprinklr, or pick any stock.

  • TickerWK on NYSE1
  • IndustryServices-Prepackaged Software1
  • HeadquartersAmes1
  • Websitewww.workiva.com
  • Legal formpublic company1
  • Incorporated inDE7
  • Business address2900 University Blvd., Ames, Ia 500107
  • Filer categoryLarge accelerated filer7
  • LEI529900RTOQ8GRWHY1O584
  • StatusActive4
  • LEI statusIssued and current4
  • Registered addressC/O COGENCY GLOBAL INC., 19904 Dover, United States4
  • Registered withDivision of Corporations, Department of State, 56021504

Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

78.5%Gross margin6
-4.8%Operating margin6
-3.0%Net margin6
19.7%Revenue growth, 20256
$138.0MFree cash flow6

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

License and Service brought in 92% of the revenue Workiva broke down this way in fiscal 2025.

  1. License and Service$812.6M692%up 22% from 2024
  2. XBRL Professional Services$60.6M67%up 3% from 2024
  3. Other Services$11.3M61%down 8% from 2024
Products and services by year
Products and services202320242025
License and Service$558.6M$667.6M$812.6M
XBRL Professional Services$56.8M$58.8M$60.6M
Other Services$14.6M$12.2M$11.3M

Regions

United States brought in 73% of the revenue Workiva broke down this way in fiscal 2025.

  1. United States$648.4M673%up 15% from 2024
  2. Outside the United States$236.2M627%up 35% from 2024
Regions by year
Regions202320242025
United States$501.7M$563.4M$648.4M
Outside the United States$128.3M$175.3M$236.2M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Cost of revenue22¢$190.4M
  • Research and development24¢$214.8M
  • Other costs54¢$475.5M
  • Income tax0¢$3.8M

Out of $884.6M in revenue.6 The company lost money this year.

Where each dollar of operating cash went, fiscal 2025

  • Capital spending1¢$2.1M
  • Share buybacks51¢$71.6M
  • Kept or used elsewhere47¢$66.4M

Out of $140.1M of cash from operations.6

Financial statements

Revenue10111213146$884.6M in 2025+262% since 2018
0$250.0M$500.0M$750.0M$1.0B2018: $244.3M$244.3M20182019: $297.9M$297.9M2019+22%2020: $351.6M$351.6M2020+18%2021: $443.3M$443.3M2021+26%2022: $537.9M$537.9M2022+21%2023: $630.0M$630.0M2023+17%2024: $738.7M$738.7M2024+17%2025: $884.6M$884.6M2025+20%
Gross profit10111213146$694.1M in 2025+289% since 2018
0$200.0M$400.0M$600.0M$800.0M2018: $178.5M$178.5M20182019: $212.9M$212.9M2019+19%2020: $261.4M$261.4M2020+23%2021: $339.5M$339.5M2021+30%2022: $408.0M$408.0M2022+20%2023: $475.8M$475.8M2023+17%2024: $566.6M$566.6M2024+19%2025: $694.1M$694.1M2025+23%
Operating income10111213146-$42.4M in 2025−15% since 2018
-$100.0M-$75.0M-$50.0M-$25.0M02018: -$49.8M-$49.8M20182019: -$45.4M-$45.4M2019−9%2020: -$37.8M-$37.8M2020−17%2021: -$29.4M-$29.4M2021−22%2022: -$88.8M-$88.8M2022+202%2023: -$94.5M-$94.5M2023+6%2024: -$76.5M-$76.5M2024−19%2025: -$42.4M-$42.4M2025−45%
Net income10111213146-$26.2M in 2025−48% since 2018
-$150.0M-$100.0M-$50.0M02018: -$50.1M-$50.1M20182019: -$47.5M-$47.5M2019−5%2020: -$48.4M-$48.4M2020+2%2021: -$37.7M-$37.7M2021−22%2022: -$90.9M-$90.9M2022+141%2023: -$127.5M-$127.5M2023+40%2024: -$55.0M-$55.0M2024−57%2025: -$26.2M-$26.2M2025−52%

Every line of the income statement as filed: the last 3 fiscal years, latest first.6

Period ending2025-12-312024-12-312023-12-31
Total revenue$884.6M$738.7M$630.0M
Total cost of revenue$190.4M$172.1M$154.2M
Gross profit$694.1M$566.6M$475.8M
Research and development$214.8M$192.9M$172.8M
Sales and marketing$408.9M$347.2M$287.0M
General and administrative$112.9M$103.0M$110.5M
Total operating expenses$736.6M$643.2M$570.3M
Loss from operations-$42.4M-$76.5M-$94.5M
Interest income$34.2M$39.4M$25.9M
Interest expense-$12.8M-$12.9M-$53.6M
Other (expense) income, net-$1.4M$563.0K-$1.8M
Loss before provision for income taxes-$22.4M-$49.4M-$124.1M
Provision for income taxes$3.8M$5.6M$3.4M
Net loss-$26.2M-$55.0M-$127.5M
Basic (in dollars per share)-$0.47-$0.99-$2.36
Diluted (in dollars per share)-$0.47-$0.99-$2.36
Weighted-average common shares outstanding - basic (in shares)56.3M shares55.4M shares54.1M shares
Weighted-average common shares outstanding - diluted (in shares)56.3M shares55.4M shares54.1M shares

Compare Workiva with another company

Corporate structure

Workiva sits at the top of its group. 16 entities, 14 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Workiva

  • Workiva Ames, Iowa, United States
    • ParsePort ApS Subsidiary · Denmark
    • Sustain.Life Ventures Ireland Limited Subsidiary · Ireland
    • Workiva Australia Pty. Ltd. Subsidiary · Australia
    • Workiva Canada ULC Subsidiary · Canada
    • Workiva France SAS Subsidiary · France
    • Workiva Germany GmbH Subsidiary · Germany
    • Workiva Holdings Limited Subsidiary · United Kingdom
    • Workiva Hong Kong Limited Subsidiary · Hong Kong
    • Workiva Ireland Limited Subsidiary · Ireland
    • Workiva Japan G.K. Subsidiary · Japan
    • Workiva Netherlands B.V. Subsidiary · Amsterdam, Netherlands
    • Workiva Singapore Pte. Ltd. Subsidiary · Singapore
    • Workiva Spain S.L. Subsidiary · Spain
    • Workiva Sweden AB Subsidiary · Sweden
    • WORKIVA UK LIMITED Subsidiary · Reading, United Kingdom

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Workiva reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Operating-lease assets (leased space)$14.0M6 Dec 31, 2025$11.8M6 Dec 31, 2024+18.7%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$338.8M6 Dec 31, 2025$301.8M6 Dec 31, 2024+12.2%
Marketable securities, current$552.9M6 Dec 31, 2025$514.6M6 Dec 31, 2024+7.4%
Debt securities available for sale$552.9M6 Dec 31, 2025$514.6M6 Dec 31, 2024+7.4%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$206.2M6 Dec 31, 2025$196.8M6 Dec 31, 2024+4.7%
Finite-lived intangibles, gross$49.1M6 Dec 31, 2025$45.9M6 Dec 31, 2024+7.1%
Accumulated amortization$26.9M6 Dec 31, 2025$18.5M6 Dec 31, 2024+45.2%
Finite-lived intangibles, net$22.3M6 Dec 31, 2025$27.4M6 Dec 31, 2024−18.7%

Properties, in its own words

Our corporate headquarters is located in Ames, Iowa, where we lease approximately 120,000 square feet of office space. We also lease office facilities or contract with flexible workspace providers throughout the U.S. and internationally. We believe that our properties are generally suitable to meet our needs for the foreseeable future. In addition, to the extent we require additional space in the future, we believe that it would be readily available on commercially reasonable terms.

Item 2 of the 10-K filed Feb 19, 2026.20

The story

2008 - 2014

In August 2008, Workiva Inc. was formed as WebFilings LLC in California by Jerry Behar and a team of five other entrepreneurs.

Martin Vanderploeg was a co-founder of EAI and served as CTO and Executive Vice President until they were acquired in 2000 by UGS Corp, and is now a division of Siemens, the German technology multinational.

The Workiva Platform is a cloud-based enterprise software-as-a-service platform that enables companies to collect, manage, report and analyse critical business data in real time. Wdesk also allows companies to manage and file financial and compliance documents to regulatory agencies.

Workiva integrates information from disparate content formats, including spreadsheets, presentation documents, emails and other unstructured data, into a single cloud-based report.

In July 2014, the company changed its name to Workiva LLC.

2014 - 2019

The company went public in December 2014 and with an IPO on the New York Stock Exchange (NYSE: WK).

Deloitte's 2015 Technology Fast 500 survey of fastest growing technology companies in America Workiva ranked fiftieth among all software companies. In the DevOps Excellence Awards 2019, Workiva won Best Software-Defined Product.

In May 2019, Workiva opened offices in Frankfurt, Germany, and Paris, France. The company also has offices in Amsterdam and London, 12 U.S. cities, and two Canadian cities.

Read the full text

Workiva’s product Wdata allows users to connect large datasets of information to the Workiva platform. It was designed to improve the usefulness of Wdesk. Wdata connects data from enterprise resource planning, governance risk and compliance platforms, and other third-party, on-premise systems and cloud applications.

In September, Workiva updated the Wdata platform to include automatic updates, approval workflows, finance and accounting connectors, risk and control integration, and improved controlled access tools. The company also integrated its platforms with BlackLine, a producer of financial close software. The integration allows accountants to connect and transfer data between the two companies. Later in September, Workiva established a partnership with FloQast, a financial close management software company. The two offer a reporting and compliance solution for private companies, as well as for companies to use before and after they issue an initial public offering of stock.

2020 - 2025

In April 2020, Workiva launched W for ESEF. It is a solution to help European companies comply with the European Securities and Markets Authority (ESMA) requirements for European Single Electronic Format (ESEF) reporting. W for ESEF was made available in 23 European languages. Companies can use the solution to build reports, tag data, and compile the final ESEF submission package.

In November 2020, Workiva appointed COO Julie Iskow to the board. She was named one of the 50 most powerful women in tech in 2019.

In May, the company updated its cloud platform to help companies with Environmental, Social and Corporate Governance (ESG) reporting.

In July 2021, the company became the first SaaS company to enter the United Nations’ Global Compact CFO Taskforce. A few months later, in August 2021, Workiva made its first acquisition when it acquired OneCloud, which provides integration platform as a service software.

In December 2021, Workiva acquired AuditNet, a global audit content and services provider.

In February 2023, Workiva announced that President and Chief Operating Officer Julie Iskow would succeed Marty Vanderploeg as CEO, starting April 1.

In June 2024, Workiva acquired Sustain.Life, a carbon accounting software startup, to enhance its sustainability reporting capabilities.

In September 2025, the company launched an agentic AI platform, Workiva AI.

From Wikipedia’s article on Workiva, shared under CC BY-SA 4.0.8

Leadership

Who has led Workiva, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (20)

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • ParsePort ApS Denmark9
  • Sustain.Life Ventures Ireland Limited Ireland9
  • Workiva Australia Pty. Ltd. Australia9
  • Workiva Canada ULC Canada9
  • Workiva France SAS France9
  • Workiva Germany GmbH Germany9
  • Workiva Holdings Limited United Kingdom9
  • Workiva Hong Kong Limited Hong Kong9
  • Workiva Ireland Limited Ireland9
  • Workiva Japan G.K. Japan9
  • Workiva Netherlands B.V. Netherlands9
  • Workiva Singapore Pte. Ltd. Singapore9
  • Workiva Spain S.L. Spain9
  • Workiva Sweden AB Sweden9
  • Workiva UK Limited United Kingdom9

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

  • WORKIVA LLCSep 3, 2014 to Dec 12, 20147
  • WEBFILINGS LLCOct 13, 2009 to Dec 27, 20127
  • WEB FILINGS LLCSep 15, 2008 to Sep 28, 20097

Timeline

  1. Aug 4, 20268-K Results of operations49
  2. Jun 2, 20268-K Executive or director change; Shareholder vote50
  3. May 5, 20268-K Results of operations51
  4. May 5, 20268-K Change of auditor52
  5. Feb 19, 20268-K Results of operations53
  6. Jan 28, 20268-K Executive or director change; Regulation FD disclosure54
  7. Dec 10, 20258-K Executive or director change; Regulation FD disclosure55
  8. Nov 5, 20258-K Results of operations56
  9. Jul 31, 20258-K Results of operations57
  10. Jun 2, 20258-K Executive or director change; Bylaws or fiscal year changed; Shareholder vote58
  11. May 1, 20258-K Results of operations59
  12. Apr 4, 20258-K Executive or director change; Other events60
  13. Apr 4, 2023New chief executive Julie Iskow becomes CEO21
  14. Nov 14, 2018New chief executive Martin J. Vanderploeg becomes CEO22
  15. Dec 10, 2014New chief executive Matthew M. Rizai becomes CEO23
  16. 2008Founded Founded1

Calendar

Coming up

  1. Nov 5, 2026 · After the closeReports results for the quarter ending Sep/2026 A year earlier it reported $0.08 a share, on Nov 5, 2025.61

When it reported results

  1. Aug 4, 2026Reported quarterly or annual results49
  2. May 5, 2026Reported quarterly or annual results51
  3. Feb 19, 2026Reported quarterly or annual results53
  4. Nov 5, 2025Reported quarterly or annual results56
  5. Jul 31, 2025Reported quarterly or annual results57
  6. May 1, 2025Reported quarterly or annual results59
  7. Feb 25, 2025Reported quarterly or annual results62
  8. Nov 6, 2024Reported quarterly or annual results63

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

364 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 43 major events, 203 insider forms, 32 large holders, 66 other. The latest 20:

  1. Sep 16, 20264 EDGAR
  2. Sep 2, 20264 EDGAR
  3. Aug 21, 20264 EDGAR
  4. Aug 20, 2026144 EDGAR
  5. Aug 20, 20264 EDGAR
  6. Aug 14, 2026SCHEDULE 13G EDGAR
  7. Aug 5, 2026144 EDGAR
  8. Aug 4, 2026S-8 EDGAR
  9. Aug 4, 202610-Q EDGAR
  10. Aug 4, 20268-K EDGAR
  11. Jul 31, 2026SCHEDULE 13G EDGAR
  12. Jul 16, 2026144 EDGAR
  13. Jul 1, 2026144 EDGAR
  14. Jun 17, 2026144 EDGAR
  15. Jun 8, 20264 EDGAR
  16. Jun 3, 20264 EDGAR
  17. Jun 3, 20264 EDGAR
  18. Jun 3, 20264 EDGAR
  19. Jun 3, 20264 EDGAR
  20. Jun 3, 20264 EDGAR

The 364 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

50 open-market trades by officers, directors and large owners since October 2021: 3 buys and 47 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 20, 2026Ziegler BrandonEVP, CLO, CAO & Corp SecretarySale6,571$75.97$499.2KForm 4
Jun 4, 2026Herz Robert HDirectorSale1,500$51.23$76.8KForm 4
May 29, 2026Herz Robert HDirectorSale1,000$49.69$49.7KForm 4
Dec 10, 2025Herz Robert HDirectorSale1,500$91.44$137.2KForm 4
Dec 10, 2025MULCAHY DAVID S.DirectorSale1,162$91.50$106.3KForm 4
Nov 26, 2025MULCAHY DAVID S.DirectorSale808$92.01$74.3KForm 4
May 23, 2025Klindt JillEVP, CFO & TreasurerSale7,773$67.10$521.6KForm 4
Mar 14, 2025Herz Robert HDirectorSale2,500$88.68$221.7KForm 4
Mar 13, 2025Hawkins Michael D.EVP, SalesSale8,992$85.91$772.5KForm 4
Mar 7, 2025Hawkins Michael D.EVP, SalesSale10,421$85.43$890.3KForm 4
Mar 7, 2025Ziegler BrandonEVP, CLO, CAO & Corp SecretarySale4,115$85.72$352.7KForm 4
Mar 7, 2025Klindt JillEVP, CFO & TreasurerSale5,593$85.04$475.6KForm 4
Nov 11, 2024RADIA SUKU V.DirectorSale25,678$95.00$2.4MForm 4
Nov 11, 2024Herz Robert HDirectorSale7,977$94.74$755.7KForm 4
Sep 13, 2024Hawkins Michael D.EVP, SalesSale2,761$74.60$206.0KForm 4
Sep 11, 2024VANDERPLOEG MARTIN J.DirectorBuy4,000$70.06$280.2KForm 4
Aug 16, 2024VANDERPLOEG MARTIN J.DirectorBuy4,000$78.91$315.6KForm 4
Aug 15, 2024Ziegler BrandonEVP, CLO, CAO & Corp SecretarySale3,750$79.46$298.0KForm 4
Aug 9, 2024VANDERPLOEG MARTIN J.DirectorBuy4,000$74.99$300.0KForm 4
May 8, 2024Hawkins Michael D.EVP, SalesSale3,435$81.46$279.8KForm 4

All 50 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Julie Iskow64$625.0K$15.6M75
2025Jill Klindt$425.5K$6.9M75
2025Michael Hawkins$373.9K$6.6M75
2025Brandon Ziegler53$430.0K$4.6M75
2024President, Chief Executive Officer and Directorand Former Interim Chief Financial Officer$610.0K$13.5M75
2024Former Executive Vice President, Chief Financial Officerand Treasurer$412.0K$5.1M75
2024Executive Vice President, Chief Legal and AdministrativeOfficer and Corporate Secretary$412.0K$4.4M75
2024Former Executive Vice PresidentChief Sales Officer$420.0K$4.2M75
2023President, Chief Executive Officer and Directorand Former Interim Chief Financial Officer$601.2K$13.2M75
2023Former Executive Vice President, Chief Financial Officerand Treasurer$400.0K$4.8M75
2023Executive Vice President, Chief Legal and AdministrativeOfficer and Corporate Secretary$400.0K$4.1M75
2023Former Executive Vice PresidentChief Sales Officer$400.0K$4.0M75

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.5,507,490$267.2M0.0%+870,420
Vanguard Portfolio Management LLC4,046,352$196.3M0.0%+90,685
Jericho Capital Asset Management L.P.3,482,515$168.9M1.4%+1,016,770
Hotchkis & Wiley Capital Management LLC2,578,108$125.1M0.4%+898,320
Vanguard Capital Management LLC2,287,053$110.9M0.0%+30,150
Fmr LLC1,697,045$82.3M0.0%−88,678
State Street Corp1,475,546$71.6M0.0%+199,623
Arrowstreet Capital, Limited Partnership1,420,426$68.9M0.0%+310,780
Geode Capital Management, LLC1,294,139$62.8M0.0%+66,830
Edmond De Rothschild Holding S.a.1,268,192$61.5M0.8%+46,631
Squarepoint Ops LLC1,247,400$60.5M0.1%+655,396
First Trust Advisors LP1,126,475$54.6M0.0%+263,539
Fuller & Thaler Asset Management, Inc.943,485$45.8M0.1%+21,318
Topline Capital Management, LLC871,101$42.3M11.0%−178,989
Mairs & Power Inc829,491$40.2M0.4%+113,851
Bank Of America Corp /de/804,184$39.0M0.0%+409,243
UBS Group AG787,654$38.2M0.0%−340,334
Aqr Capital Management LLC713,213$34.6M0.0%+376,920
Qube Research & Technologies Ltd699,733$33.9M0.0%+336,400
Goldman Sachs Group Inc669,715$32.5M0.0%−141,815
Irenic Capital Management LP552,010$26.8M1.9%No change
Northern Trust Corp527,937$25.6M0.0%+45,381
Morgan Stanley526,630$25.5M0.0%+224,355
Loomis Sayles & Co L P487,357$23.6M0.0%−27,579
Conestoga Capital Advisors, LLC467,432$22.7M0.5%−287,121

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Jun 24, 2020Greg Gianforte, HouseBuy$100,001 - $250,000−107.3%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Workiva is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARWORKIVA INC2
  • CIK0001445305
  • Employer ID (EIN)47-250982820
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company20
  • Incorporated inDelaware20
  • Fiscal year endsDecember 312
  • Industry code (SIC)7372 Services-Prepackaged Software2
  • SEC reviewing officeOffice of Technology, Division of Corporation Finance2
  • Business address2900 University Blvd., Ames, IA 500102
  • Phone(515) 817-61002
  • Shares outstanding53,227,057 Common Class A shares; 3,607,583 Common Class B shares as of Feb 12, 202620
  • Public float$3.5B as of Jun 30, 202520
  • AuditorErnst & Young LLP, Chicago, Illinois PCAOB ID 42; it also attests to the company’s internal control over financial reporting20
  • On EDGAR sinceSep 15, 20082
  • Filings909 in all: 4 (514), 8-K (92), SC 13G/A (62), 144 (47), 10-Q (35), 3 (25), SC 13G (17), DEFA14A (14)2
    All 35 form types

    10-K (12), DEF 14A (12), D (8), SCHEDULE 13G/A (8), S-8 (7), 4/A (6), 5 (6), CORRESP (6), ARS (5), SCHEDULE 13G (5), UPLOAD (5), D/A (3), S-1/A (3), 424B7 (2), EFFECT (2), FWP (2), 3/A (1), 424B4 (1), 8-A12B (1), 8-K/A (1), CERTNYS (1), DRS (1), PRE 14A (1), REGDEX (1), S-1 (1), S-3 (1), S-3ASR (1)

  • Latest filingsAnnual report (10-K) Feb 19, 2026
    Quarterly report (10-Q) Aug 4, 2026
    Proxy statement (DEF 14A) Apr 17, 2026
    Latest 8-K (8-K) Aug 4, 2026

Securities registered for trading

ClassSymbolExchange
Class A common stock, par value $.001WKNew York Stock Exchange

From the cover page of the 10-K filed Feb 19, 2026 (Section 12(b) of the Exchange Act).20

Risk factors and legal proceedings

The risks Workiva names in Item 1A of its 10-K filed Feb 19, 2026: 46 risks under these headings, as written.20

  • Risks Related to Our Business and Industry
  • We derive more than 35% of our total revenue from customers using our platform for SEC filings.
  • We cannot accurately predict subscription renewal or upgrade rates.
  • Failure to manage our growth may adversely affect our business or operations.
  • Our revenue growth rate in recent periods may not be indicative of our future performance.
  • We have not been profitable historically and may not achieve or maintain profitability in the future.
  • Our quarterly results may fluctuate significantly.
  • Our solutions face intense competition in the marketplace.
  • Our revenue growth will depend in part on the success of our efforts to augment our direct-sales channels by developing relationships with third parties.
  • Adverse economic conditions or reduced technology spending may adversely impact our business.
  • If we cannot maintain our corporate culture as we grow, we could lose the innovation, teamwork, passion and focus on execution that we believe contribute to our success.
  • We depend on our senior management team and other key employees.
The other 35 risks
  • Our workforce is our primary operating expense and subjects us to risks associated with increases in the cost of labor.
  • Operations outside the United States expose us to risks inherent in global sales.
  • A significant fluctuation between the U.S. Dollar and other currencies could adversely impact our operating results.
  • Geopolitical conflicts, including the conflict between Russia and Ukraine and the conflict in the Middle East, may adversely affect our business and results of operations.
  • Fixed-fee engagements with customers may not meet our expectations if we underestimate the cost of these engagements.
  • If we fail to continue to develop our brand, our business may suffer.
  • We may need to raise additional capital, which may not be available to us.
  • We have acquired, and may continue to acquire, other companies or technologies, which could divert our management’s attention, result in additional dilution to our stockholders and otherwise disrupt our operations and adversely affect our operating results.
  • Because we recognize revenue over the term of each subscription, downturns or upturns in sales may not be immediately reflected in our operating results.
  • We are subject to general litigation that may materially adversely affect us.
  • A failure to maintain adequate internal controls over our financial and management systems could cause errors in our financial reporting.
  • Risks Related to Technology and Intellectual Property
  • We face continually evolving cybersecurity risks, which could result in the loss, theft, misuse, unauthorized disclosure, access, or destruction of confidential information or data, disruption of our solutions, damage to our brands, reputation and relationships with customers, legal exposure and financial losses.
  • The success of our cloud-based software largely depends on our ability to provide reliable solutions to our customers.
  • Any failure to offer high-quality technical support services may adversely affect our relationships with our customers.
  • Failure to establish and maintain partnerships that can provide complementary technology offerings and software integrations could limit our ability to grow our business.
  • If we do not keep pace with technological changes, or if our AI offerings and investments are not successful, our solutions may become less competitive.
  • Issues relating to the development, deployment and use of AI, machine learning and other technological capabilities in our solutions, offerings and internal operations may result in reputational harm, liability and adverse financial results.
  • If we fail to manage our technical operations infrastructure, our existing customers may experience service outages, and our new customers may experience delays in the deployment of our solutions.
  • The inability to maintain software licenses, or the existence of errors in the software we license could result in increased costs or reduced service levels.
  • Any failure or interruptions in the internet infrastructure, bandwidth providers, data center providers, other third parties or our own systems could negatively impact our business.
  • Changes in laws and regulations related to technology, the internet or changes in the internet infrastructure itself may diminish the demand for our solutions.
  • We are subject to data privacy and protection laws and regulations as well as contractual privacy obligations around the world.
  • Any failure to protect our intellectual property rights or defend against accusations of infringement of third-party intellectual property rights could impair our ability to protect our proprietary technology and our brand.
  • Some of our solutions utilize open source software, and any failure to comply with the terms of one or more of these open source licenses, or failures stemming from the open source software, could negatively affect our business.
  • Risks Related to Taxes
  • The adoption of new tax legislation could adversely affect our business and financial condition.
  • Determining our income tax rate is complex and subject to uncertainty.
  • Our ability to use our net operating loss carryforwards to offset future taxable income may be subject to certain limitations.
  • Risks Related to Ownership of Our Securities
  • Our stock price has been and will likely continue to be volatile or may decline regardless of our operating performance, including due to factors outside of our control.
  • If there are substantial sales of shares of our Class A common stock or some or all of our convertible senior notes are converted and sold, the price of our Class A common stock could decline.
  • The dual class structure of our common stock concentrates voting control with certain of our founding shareholders.
  • Anti-takeover provisions in our charter documents, our convertible senior notes and Delaware law could make an acquisition of us more difficult, limit attempts by our stockholders to replace or remove our current management and may negatively affect the market price of our Class A common stock.
  • The amount and frequency of our share repurchases may fluctuate, and we cannot guarantee that we will fully consummate our share repurchase authorization, or that it will enhance long-term shareholder value. Share repurchases could also increase the volatility of the trading price of our stock and will diminish our cash reserves.
  • We do not intend to pay dividends for the foreseeable future.
  • Risks Related to our Indebtedness
  • The conditional conversion feature of our convertible senior notes may adversely affect our financial condition and operating results.
  • Servicing our debt requires a significant amount of cash.

Legal proceedings

From time to time we may become involved in legal proceedings or be subject to claims arising in the ordinary course of our business. We are not presently a party to any legal proceedings that in the opinion of our management, if determined adversely to us, would have a material adverse effect on our business, financial condition, operating results or cash flows. Regardless of the outcome, litigation can have an adverse impact on us because of defense and settlement costs, diversion of management resources and other factors.

The opening of Item 3, Legal Proceedings.20

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19
  20. 20
  21. 21
  22. 22
  23. 23
  24. 24
  25. 25
  26. 26
  27. 27
  28. 28
  29. 29
  30. 30
  31. 31
  32. 32
  33. 33
  34. 34
  35. 35
  36. 36
  37. 37
  38. 38
  39. 39
  40. 40
  41. 41
  42. 42
  43. 43
  44. 44
  45. 45
  46. 46
  47. 47
  48. 48
  49. 49
  50. 50
  51. 51
  52. 52
  53. 53
  54. 54
  55. 55
  56. 56
  57. 57
  58. 58
  59. 59
  60. 60
  61. 61
  62. 62
  63. 63
  64. 64
  65. 65
  66. 66
  67. 67
  68. 68
  69. 69
  70. 70
  71. 71
  72. 72
  73. 73
  74. 74
  75. 75