Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.
Peak NRR of 113.7% in FY2025-Q2. Latest is 112.4% - that's -1.3pp from peak.
Workiva is above the Finance Tech Public median by +8.4pp (cell median: 104%)
Workiva (WK) is a finance tech company at the public stage. As of its most recent disclosure (FY2026-Q1), Workiva reported a Net Revenue Retention rate of 112.4% - a mid-pack result for B2B SaaS at this segment.
Workiva is currently at or near its all-time NRR peak. Over the past three years, the metric has expanded by 16pp.
Within its peer set (finance tech companies at public stage in the $100k-$500k acv band), Workiva's NRR is above the cell median of 104%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Logo flow per period (count-side complement to dollar-based NRR).
Revenue, ARR, and team-size denominators for the productivity ratios.
Forward-booked revenue by maturity. Renewal pipeline visibility.
Support tiers: fee-based premium customer support
CS team segments: corporate · strategic · major accounts
CSM model: account-named
Education programs: Amplify
Customer Advisory Board: Yes
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Delivering capabilities to help customers analyze and query data, automate evidence ingestion for GRC.
"In 2025, we accelerated AI product innovation, delivering capabilities that help customers analyze and query data"
Acquired a company with deep expertise in data automation on March 9, 2026.
"On March 9, 2026, we acquired a company with deep expertise in data automation."
Launched capability that analyzes queries and manages data directly within the platform to accelerate data prep.
"we launched an AI-powered capability that analyzes queries and manages data directly within the Workiva platform."
Shifted to a tiered pricing model to monetize advanced AI and platform capabilities.
"we adopted a good, better, best model when it comes to pricing and packaging"
Expanded team of major account sellers, shrinking territories for greater focus, and hiring experienced platform sellers.
"As we roll into 2025... we've further expanded our team of major account sellers. We continue to shrink territories"
Strategic addition to the platform for carbon accounting and reporting to win sustainability deals.
"Workiva Carbon... was a strategic addition for us to our platform that's made sustainability solutions... marketable"
Generative AI capabilities for drafting, editing, and refining SEC disclosures and GRC processes.
"Workiva has put AI at the top of our innovation priorities... acceleration of adoption of our AI capabilities"
Automatically turns process narratives into audit-ready visual diagrams mapping risks and controls.
"we launched the Workiva flowchart visualizer and enhanced GRC intelligence agents."
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
Teams navigating financial transformation and increased investor scrutiny.
"AI has shifted from interest to a requirement as teams navigated financial transformation, evolving regulations"
Shifts in regulatory priorities and legal challenges to sustainability rules affecting market expansion.
"Sales of our sustainability management solutions have been, and may continue to be, materially impacted by domestic and global policy uncertainties."
M&A and financial distress among customers driving over half of revenue attrition.
"Customers whose securities were deregistered due to merger or acquisition or financial distress accounted for over half of our revenue attrition"
Sales of sustainability management solutions impacted by domestic and global policy uncertainties and shifts in regulatory priorities.
"Sales of our sustainability management solutions have been, and may continue to be, materially impacted by domestic and global policy uncertainties."
Volatility in public markets led to a decrease in IPOs and SPACs, adversely affecting SEC and capital markets solutions.
"New sales of our SEC and capital markets solutions were adversely affected by this decline in the IPO and SPAC markets."
Demand for sustainability reporting moderated in 2025 compared to 2024 highs due to regulatory shifts.
"we did see demand for sustainability reporting moderate in 2025 when compared to 2024 highs."
Curated quotes about customer outcomes, retention, renewals.
"We've spent a decade and a half building trusted relationships with our customers, and we have the most innovative technology."
"Generally, the majority of our uplift on NRR tends to be from the additional solutions sold into our base."
"We're evolving the operating model across sales, customer success, and R&D... to reduce duplication and strengthen execution."
"Workiva's value is not dictated by how often a company files. It's tied to giving CFOs absolute confidence in their data"
"Our current internal target in terms of NRR is, you know, maintaining that north of 110%."
"We exceeded expectations in our account expansion activity, showcased by our net retention rate improving to 112%."
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
Workiva appears on 2 of our retention leaderboards.
Free to embed on your blog or board deck. Includes a small backlink to cust.co.
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2026-Q1 | 112.4% | 97.3% | 10-Q-mdna | source ↗ |
| FY-2025 | 112.8% | 97.2% | 10-K | source ↗ |
| FY2025-Q4 | 112.8% | 97.2% | 10-K | source ↗ |
| FY2025-Q3 | 113.6% | 97.3% | 10-Q-mdna | source ↗ |
| FY2025-Q2 | 113.7% | 97.5% | 10-Q-mdna | source ↗ |
| FY2025-Q1 | 110% | 97% | earnings-call-transcript | source ↗ |
| FY-2024 | 111.9% | 97.4% | 10-K | source ↗ |
| FY2024-Q4 | 112% | - | earnings-call-transcript | source ↗ |
| FY2024-Q3 | 110.5% | 97.5% | 10-Q-mdna | source ↗ |
| FY2024-Q2 | 109.2% | 97.6% | 10-Q-mdna | source ↗ |
| FY2024-Q1 | 96% | - | earnings-call-transcript | source ↗ |
| FY2023-Q4 | 96% | - | earnings-call-transcript | source ↗ |
| FY2023-Q3 | 96% | - | earnings-call-transcript | source ↗ |
Generate a live retention report against Workiva and your full peer cell. Ungated. Downloadable as PDF.