# Workiva Inc: overview

WK · NYSE · CIK 1445305 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/wk.md) · [Financials](/companies/wk/financials.md) · [Filings](/companies/wk/filings.md) · [Insiders](/companies/wk/insiders.md)

Latest reported revenue: [$255.3m](/filings/0001445305-26-000060.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 4, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001445305-26-000060).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [186](/filings/0001445305-25-000142.md) | [200 d](/filings/0001445305-26-000016.md) | [206](/filings/0001445305-26-000045.md) | [215](/filings/0001445305-26-000060.md) | [224](/filings/0001445305-25-000142.md) | [239 d](/filings/0001445305-26-000016.md) | [247](/filings/0001445305-26-000045.md) | [255](/filings/0001445305-26-000060.md) |
| Gross margin | % | [76.5%](/filings/0001445305-25-000142.md) | [77.1% d](/filings/0001445305-26-000016.md) | [76.6%](/filings/0001445305-26-000045.md) | [77.0%](/filings/0001445305-26-000060.md) | [79.3%](/filings/0001445305-25-000142.md) | [80.7% d](/filings/0001445305-26-000016.md) | [80.4%](/filings/0001445305-26-000045.md) | [80.4%](/filings/0001445305-26-000060.md) |
| Operating margin | % | [(11.7%)](/filings/0001445305-25-000142.md) | [(6.7%) d](/filings/0001445305-26-000016.md) | [(12.0%)](/filings/0001445305-26-000045.md) | [(10.3%)](/filings/0001445305-26-000060.md) | [(1.5%)](/filings/0001445305-25-000142.md) | [3.3% d](/filings/0001445305-26-000016.md) | [6.2%](/filings/0001445305-26-000045.md) | [4.6%](/filings/0001445305-26-000060.md) |
| Net margin | % | [(9.2%)](/filings/0001445305-25-000142.md) | [(4.4%) d](/filings/0001445305-26-000016.md) | [(10.4%)](/filings/0001445305-26-000060.md) | [(9.0%)](/filings/0001445305-26-000060.md) | [1.2%](/filings/0001445305-25-000142.md) | [4.9% d](/filings/0001445305-26-000016.md) | [7.7%](/filings/0001445305-26-000060.md) | [5.3%](/filings/0001445305-26-000060.md) |
| Diluted EPS | $ per share | [(0.31)](/filings/0001445305-25-000142.md) | not reported | [(0.38)](/filings/0001445305-26-000045.md) | [(0.35)](/filings/0001445305-26-000060.md) | [0.05](/filings/0001445305-25-000142.md) | not reported | [0.33](/filings/0001445305-26-000045.md) | [0.24](/filings/0001445305-26-000060.md) |
| Free cash flow | $m | [18.7](/filings/0001445305-25-000142.md) | [43.2 d](/filings/0001445305-26-000016.md) | [(8.1)](/filings/0001445305-26-000045.md) | [49.3](/filings/0001445305-26-000060.md) | [46.1](/filings/0001445305-25-000142.md) | [50.7 d](/filings/0001445305-26-000016.md) | [25.7](/filings/0001445305-26-000045.md) | [78.0](/filings/0001445305-26-000060.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [443](/filings/0001445305-24-000021.md) | [538](/filings/0001445305-25-000034.md) | [630](/filings/0001445305-26-000016.md) | [739](/filings/0001445305-26-000016.md) | [885](/filings/0001445305-26-000016.md) |
| Gross margin | % | [76.6%](/filings/0001445305-24-000021.md) | [75.9%](/filings/0001445305-25-000034.md) | [75.5%](/filings/0001445305-26-000016.md) | [76.7%](/filings/0001445305-26-000016.md) | [78.5%](/filings/0001445305-26-000016.md) |
| Operating margin | % | [(6.6%)](/filings/0001445305-24-000021.md) | [(16.5%)](/filings/0001445305-25-000034.md) | [(15.0%)](/filings/0001445305-26-000016.md) | [(10.4%)](/filings/0001445305-26-000016.md) | [(4.8%)](/filings/0001445305-26-000016.md) |
| Net margin | % | [(8.5%)](/filings/0001445305-24-000021.md) | [(16.9%)](/filings/0001445305-25-000034.md) | [(20.2%)](/filings/0001445305-26-000016.md) | [(7.5%)](/filings/0001445305-26-000016.md) | [(3.0%)](/filings/0001445305-26-000016.md) |
| Diluted EPS | $ per share | [(0.74)](/filings/0001445305-24-000021.md) | [(1.72)](/filings/0001445305-25-000034.md) | [(2.36)](/filings/0001445305-26-000016.md) | [(0.99)](/filings/0001445305-26-000016.md) | [(0.47)](/filings/0001445305-26-000016.md) |
| Free cash flow | $m | [46.3](/filings/0001445305-24-000021.md) | [7.9](/filings/0001445305-25-000034.md) | [68.8](/filings/0001445305-26-000016.md) | [86.3](/filings/0001445305-26-000016.md) | [138](/filings/0001445305-26-000016.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/wk/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $267.2m | 5,507,490 |  | Added +870,420 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $196.3m | 4,046,352 |  | Added +90,685 |
| [Jericho Capital Asset Management L.P.](/funds/1525234.md) | 2026-06-30 | $168.9m | 3,482,515 |  | Added +1,016,770 |
| [HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC](/funds/1164833.md) | 2026-06-30 | $125.1m | 2,578,108 |  | Added +898,320 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $110.9m | 2,287,053 |  | Added +30,150 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $82.3m | 1,697,045 |  | Reduced −88,678 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $71.6m | 1,475,546 |  | Added +199,623 |
| [ARROWSTREET CAPITAL, LIMITED PARTNERSHIP](/funds/1164508.md) | 2026-06-30 | $68.9m | 1,420,426 |  | Added +310,780 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $62.8m | 1,294,139 |  | Added +66,830 |
| [EDMOND DE ROTHSCHILD HOLDING S.A.](/funds/1649647.md) | 2026-06-30 | $61.5m | 1,268,192 |  | Added +46,631 |

## Recent filings

[All 901 filings](/companies/wk/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-04 | 16:14 ET | [10-Q](/filings/0001445305-26-000060.md) | Quarterly report, period 2026-06-30 | 0001445305-26-000060 |
| 2026-08-04 | 16:11 ET | [8-K](/filings/0001445305-26-000059.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001445305-26-000059 |
| 2026-06-02 | 16:26 ET | [8-K](/filings/0001445305-26-000050.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001445305-26-000050 |
| 2026-05-05 | 16:14 ET | [8-K](/filings/0001445305-26-000046.md) | 4.01 Change of auditor; 9.01 Financial statements and exhibits | 0001445305-26-000046 |
| 2026-05-05 | 16:11 ET | [10-Q](/filings/0001445305-26-000045.md) | Quarterly report, period 2026-03-31 | 0001445305-26-000045 |
| 2026-05-05 | 16:07 ET | [8-K](/filings/0001445305-26-000043.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001445305-26-000043 |
| 2026-04-17 | 14:42 ET | [DEF 14A](/filings/0001445305-26-000030.md) | Proxy statement, period 2026-05-28 | 0001445305-26-000030 |
| 2026-02-19 | 16:10 ET | [10-K](/filings/0001445305-26-000016.md) | Annual report, period 2025-12-31 | 0001445305-26-000016 |
| 2026-02-19 | 16:05 ET | [8-K](/filings/0001445305-26-000015.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001445305-26-000015 |
| 2026-01-28 | 16:05 ET | [8-K](/filings/0001445305-26-000005.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001445305-26-000005 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001445305-26-000016.md), filed Feb 19, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/c910adad-1b96-47be-abd9-a17371f8779c)

## About the filer

- CIK: 1445305
- Tickers: WK
- Exchange: NYSE
- SIC code: 7372 Services-Prepackaged Software
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:40 ET. No prices; not investment advice.
