WORKIVA INC (WK) Workiva Inc. is a global provider of cloud-based software solutions designed to streamline and manage compliance and regulatory reporting. Its flagship offering, the Workiva platform, delivers a suite of advanced capabilities such as secure collaboration, robust data linking and integration, precise granular permissions, efficient process management, and comprehensive audit trails. This platform empowers users to centralize data from various sources, including enterprise resource planning (ERP), governance, risk, and compliance (GRC), human capital management (HCM), customer relationship management (CRM) systems, and numerous other third-party cloud-based or on-premise applications. Workiva serves a diverse clientele that spans public and private companies, governmental organizations, and academic institutions. The company was established in 2008 and is headquartered in Ames, Iowa.
Sector: Services-Prepackaged Software
Industry: Software - Application
Workiva Inc. NYSE:WK Technology · Software - Application
AH Close $85.80 +0.00% vs close
AH Close $85.80 +0.00% vs close
All Press Release SEC Filings News
Press Release
Workiva Sets Date for Third Quarter 2026 Financial Release and Conference Call
Workiva announced it will release Q3 2026 financial results after market close on November 5, 2026.
A conference call and live webcast will follow at 5:00 p.m. Eastern Time the same day, with a replay available on the company's investor relations site.
The release contains no financial results or guidance; it is purely a scheduling notice.
• 19d ago AI analysis › Press Release ⚠ 1
Workiva Advances Regulatory Work with AI Innovation
Workiva unveiled Agent Studio at its Amplify 2026 conference, a capability that lets users build, customize, and deploy AI agents inside Workiva's platform without writing any code.
Three new agentic solutions expand the company's regulatory reporting footprint into historically manual obligations such as BEA surveys, US Census surveys, and Country-by-Country Reporting.
A separate automated testing offering for internal audit and GRC replaces manual evidence collection, sample selection, and attribute testing with orchestrated agent workflows that preserve traceability.
CEO Julie Iskow framed the differentiation around trust, arguing that outcomes must be traceable and defensible in front of investors and regulators as AI becomes ubiquitous.
• 1mo ago AI analysis › Press Release
Workiva to Host 2026 Analyst & Investor Day
Workiva announced it will host its 2026 Analyst & Investor Day on Tuesday, September 15, 2026, with executives presenting at 10:00 a.m. Pacific Time during the annual Amplify user conference in Las Vegas.
A live webcast and replay will be available for a limited time on Workiva's investor relations website.
The notice itself contains no new financial figures or guidance; the investor day the following day is the event to watch for strategy and outlook updates from management.
• 1mo ago AI analysis › Press Release
Workiva to Present at Upcoming Investor Conferences
Workiva announced that executives will present at the Citi 2026 Global TMT Conference and the Goldman Sachs Communacopia + Technology Conference in September.
Chief Strategy Officer Mike Rost is scheduled for the Citi event, while CEO Julie Iskow will present at the Goldman Sachs conference, both occurring on September 9, 2026.
The company noted that its platform is used by over 6,700 organizations, including more than 85% of the Fortune 1,000.
• 2mo ago AI analysis › Press Release
One in Four Executives Say AI Errors Have Reached External Audiences or Boards, According to New Research From Workiva
Workiva released results from its 2026 Midyear Executive Benchmark Survey, highlighting a disconnect between executive confidence in AI and actual data quality controls.
The data shows that while 84% of executives are confident in AI output, 26% report that AI errors have reached external audiences or boards, and 89% of investors are concerned about AI accuracy in disclosures.
The company positions its platform as the necessary infrastructure to govern AI, ensuring data quality and auditability for financial and sustainability reporting.
• 2mo ago AI analysis › SEC Filing ⚠ 5
WK: 10-Q · periodic report
Workiva filed its Q2 2026 Form 10-Q reporting total revenue of $255.3 million, up 18.6% year over year, led by subscription and support revenue of $236.3 million, up 19.2%. The company swung to GAAP profitability, posting net income of $13.4 million ($0.24 diluted EPS) versus a $19.4 million net loss in the year-ago quarter, with Q2 operating cash flow of $78.3 million and $104.8 million for the first half.
The balance sheet shows $815.2 million of cash, cash equivalents and marketable securities against $768.6 million of convertible notes, including $71.2 million of 2026 Notes maturing August 15, 2026. Workiva repurchased $122.7 million of Class A stock in Q2 under the plan expanded by $250 million in February 2026, bringing cumulative buybacks to $244.2 million; the stockholders' deficit widened to $97.1 million as a result.
Customers grew to 6,750 with gross retention steady at 97.3%, but net retention eased to 110.5% from 113.7%, and larger customers ($100k+ ACV) grew to 2,690. Management flagged demand uncertainty from the EU Omnibus Directive's CSRD changes and SEC proposals such as semiannual Form 10-S reporting as factors that could affect its sustainability and reporting compliance businesses.
SEC 10-Q • 2mo ago AI analysis › Press Release ● Major
Workiva Announces Second Quarter 2026 Financial Results
Workiva delivered Q2 revenue of $255 million, up 19% year-over-year, beating the high end of guidance driven by 19% growth in subscription revenue to $236 million.
The company swung to GAAP profitability with $13 million in net income, while Non-GAAP operating margin expanded 1,300 basis points to 16.8% and free cash flow reached $78 million.
Workiva repurchased $123 million of stock in the quarter and affirmed FY26 revenue guidance of $1.04B+, indicating it achieved its 18% non-GAAP operating margin target a year early.
• 2mo ago AI analysis › Press Release
Workiva Launches Specialized AI Agents and Intelligence Layer to Advance High-Stakes Reporting
Workiva announced the launch of three specialized AI agents and Workiva Knowledge, a persistent intelligence layer designed to orchestrate and accelerate high-stakes reporting and compliance workflows.
The new Tie-Out, Benchmarking, and Sustainability Disclosure agents automate labor-intensive tasks like data cross-referencing and gap analysis, ensuring outputs are traceable and audit-ready.
Complemented by a new Model Context Protocol gateway, the platform allows customers to use their preferred AI models while maintaining strict governance and data lineage.
• 2mo ago AI analysis › Press Release
Workiva Sets Date for Second Quarter 2026 Financial Release and Conference Call
Workiva announced it will release financial results for the second quarter ended June 30, 2026, following the market close on August 4, 2026.
The company will host a conference call and live webcast at 5:00 p.m. Eastern Time on the same day to discuss the results.
Investors can access the call via domestic or international dial-in numbers or through the company's investor relations website.
• 3mo ago AI analysis › SEC Filing
WK: 8-K · amendment
Workiva Inc. (WK) held its Annual Meeting of Stockholders on May 28, 2026, where shareholders approved the amendment and restatement of the 2014 Equity Incentive Plan. The amendment increases the number of shares available for issuance under the plan from 17,760,000 to 21,660,000, adding 3,900,000 new shares to the pool for employee and director awards.
Shareholders also elected three Class III directors—Michael M. Crow, R. Scott Herren, and Julie Iskow—to terms expiring in 2029. Additionally, the advisory vote on executive compensation was approved, with 51,575,404 votes in favor and 22,289,983 against, indicating continued shareholder support for current compensation practices.
SEC 8-K • 4mo ago AI analysis › Press Release
Trust in Volatile Times: What Our 2025 Sustainability Report Says About AI, Connected Data, and Long-Term Value
Workiva published its 2025 Sustainability Report, highlighting the use of its own AI-powered platform to manage disclosures and track sustainability targets.
The company completed a voluntary CSRD-aligned double materiality assessment, aligning with nine UN Sustainable Development Goals.
Operational metrics included a 91% employee engagement score and 71% participation in philanthropic programs, with the company maintaining operational net-zero across its value chain.
• 5mo ago AI analysis › Press Release ● Major
Workiva Announces First Quarter 2026 Financial Results
Workiva reported Q1 2026 total revenue of $247 million, up 20% year-over-year, driven by a 21% increase in subscription revenue.
Non-GAAP operating margin expanded significantly to 18.4%, up 1,600 basis points from the prior year, while free cash flow margin reached 10.4%.
The company provided full-year revenue guidance of approximately $1.04 billion and repurchased $50 million of stock during the quarter.
• 5mo ago AI analysis › 
