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8-K ·Filed Jun 2, 2026

WK

WORKIVA INC
NEUTRAL
Impact 3/10
Horizonmonths Processed4mo ago SEC0001445305-26-000050
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine annual meeting and equity plan refresh. The additional 3.9M shares represent ~2.5% dilution at current share count but are standard for ongoing employee retention. No trading catalyst. Monitor next 10-Q for actual grant activity under the expanded plan.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
WK ▲ +55.70% at T+60d
NEUTRAL call +55.70% · α vs SPY +53.20% · entry $49.84 → $77.60
Entry = T+0 close
Jun 2, 2026
via day close
T+1d
-1.59%
call -1.59% · α -1.98%
$49.05
settled 5mo ago
T+5d
-1.08%
call -1.08% · α +2.74%
$49.30
settled 5mo ago
T+20d
+4.19%
call +4.19% · α +5.19%
$51.93
settled 4mo ago
T+60d
+55.70%
call +55.70% · α +53.20%
$77.60
settled 2mo ago

Price Chart

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Executive Summary

Workiva held its 2026 Annual Meeting on May 28, 2026, where shareholders approved an amendment to the 2014 Equity Incentive Plan, increasing the share reserve by 3.9 million shares (from 17.76M to 21.66M). Three Class III directors were re-elected, and the advisory vote on executive compensation passed. This is a routine governance filing with no material financial impact.

Key Facts

  • Shareholders approved an increase in the equity plan share reserve from 17,760,000 to 21,660,000 shares, adding 3,900,000 new shares available for issuance.
  • Three Class III directors (Michael M. Crow, R. Scott Herren, Julie Iskow) were elected for terms expiring in 2029.
  • Advisory vote on named executive officer compensation passed with 51,575,404 votes for, 22,289,983 against, and 177,948 abstentions.
  • The plan amendment and restatement was approved with 62,218,607 votes for, 11,806,408 against, and 18,320 abstentions.
  • No departures or appointments of officers or directors were reported.

Financial Impact

3,900,000 additional shares authorized for equity grants; no immediate dilution as shares are granted over time subject to vesting.

dilution

Risk Factors

  • Potential future dilution as new equity awards are granted from the expanded pool.
  • Advisory say-on-pay vote had ~30% against, indicating some shareholder discontent with compensation practices.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
95% bullish (21 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001445305-26-000050
Document: wk-20260528.htm0001445305-26-000050
Document: 0001445305-26-000050-index-headers.html0001445305-26-000050
Document: 0001445305-26-000050-index.html0001445305-26-000050
Document: 0001445305-26-000050.txt0001445305-26-000050
9 reports for WK
Performance horizon
Filters
Rows
Reports for WK — sortable, filterable
TypeNow
Oct 15, 2026
11d ago
Institutional Cluster
NEUTRAL ★ 3/10
$77.21awaiting T+20—$83.38 (+7.99%)
Aug 5, 2026
11w ago
144
NEUTRAL ★ 3/10
$62.05 $78.59▲ +26.66%▲ +26.06%$83.38 (+34.38%)
Jul 16, 2026
14w ago
144
NEUTRAL ★ 4/10
$57.18 $70.51▲ +23.31%▲ +18.87%$83.38 (+45.82%)
Jun 17, 2026
18w ago
144
NEUTRAL ★ 2/10
$47.37 $56.97▲ +20.27%▲ +19.73%$83.38 (+76.02%)
Jun 11, 2026
19w ago
Institutional Cluster
MIXED ★ 4/10
$49.13 $52.33▲ +6.51%▲ +4.62%$83.38 (+69.71%)
Jun 3, 2026
20w ago
3
NEUTRAL ★ 2/10
$49.05 $51.93▲ +5.87%▲ +7.24%$83.38 (+69.99%)
Jun 2, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$49.84 $51.93▲ +4.19%▲ +5.19%$83.38 (+67.30%)
May 5, 2026
24w ago
8-K
NEUTRAL ★ 4/10
$51.53 $49.84▼ −3.28%▼ −6.06%$83.38 (+61.81%)
Apr 17, 2026
27w ago
DEFA14A
NEUTRAL ★ 3/10
$57.34 $45.39▼ −20.84%▼ −26.21%$83.38 (+45.41%)
Showing 9 of 9

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Report published Jun 5, 2026