Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 82.89% institutional investors, 4.14% insiders, and 12.96% retail investors. Vanguard group is the largest institutional shareholder, holding 10.44% of WK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.79% of its assets in Workiva shares.
WK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Workiva | 82.89% | 4.14% | 12.96% |
| Sector | Technology Stocks | 143.99% | 12.56% | -56.55% |
| Idea | SaaS Stocks List | 73.64% | 6.57% | 19.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.80M | 10.44% | $635.11M |
| Blackrock funding, inc. /de | 5.17M | 9.21% | $354.11M |
| Blackrock | 4.24M | 7.72% | $309.48M |
| Fmr | 3.16M | 5.69% | $346.33M |
| Eminence capital, lp | 2.65M | 4.71% | $181.17M |
| T. rowe price investment management | 2.54M | 4.52% | $173.63M |
| Macquarie group | 2.10M | 3.78% | $230.04M |
| Nordea investment management ab | 1.37M | 2.44% | $115.59M |
| Riverbridge partners | 1.29M | 2.30% | $111.12M |
| State street | 1.19M | 2.17% | $86.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ranger investment management | 500.16K | 3.46% | $54.77M |
| Kopp family office | 57.57K | 3.23% | $4.96M |
| Alamar capital management | 50.43K | 2.25% | $3.68M |
| Eminence capital, lp | 2.65M | 2.18% | $181.17M |
| Orser capital management | 48.09K | 2.18% | $4.14M |
| Riverbridge partners | 1.29M | 1.88% | $111.12M |
| Tensile capital management lp | 189.74K | 1.57% | $12.99M |
| Advantage alpha capital partners lp | 78.45K | 1.45% | $5.37M |
| Brown capital management | 702.01K | 1.40% | $48.05M |
| Conestoga capital advisors | 996.19K | 1.38% | $85.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eminence capital, lp | 2.65M | 2.18% | 1.79M |
| Norges bank | 544.99K | 0.01% | 544.99K |
| Nordea investment management ab | 1.37M | 0.10% | 460.54K |
| Invesco | 475.66K | 0.01% | 448.18K |
| Jefferies financial group | 169.06K | 0.10% | 165.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | - | - | -1.10M |
| Artisan partners limited partnership | - | - | -658.52K |
| Fmr | 3.16M | 0.02% | -621.23K |
| William blair investment management | - | - | -445.63K |
| Point72 asset management | - | - | -300.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 544.99K | 0.01% | 544.99K | $59.68M |
| Flputnam investment management | 80.49K | 0.10% | 80.49K | $6.93M |
| Edgestream partners | 73.31K | 0.14% | 73.31K | $5.02M |
| Algert global | 59.12K | 0.08% | 59.12K | $4.05M |
| Topline capital management | 58.00K | 0.68% | 58.00K | $3.97M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Activest wealth management | -5.00 |
| Riggs asset managment | -6.00 |
| Innealta capital | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 312 | -6.31% | 46,550,099 | -1.22% | 82 | 1.18% | 142 | -22.40% | 123 | 24.24% |
| Mar 31, 2025 | 331 | 3.76% | 47,125,958 | -1.30% | 83 | 1.14% | 182 | 17.42% | 98 | -12.50% |
| Dec 31, 2024 | 147 | -50.67% | 22,827,731 | -50.42% | 41 | 0.60% | 71 | -43.65% | 47 | -62.10% |
| Sep 30, 2024 | 295 | -3.59% | 45,932,477 | -1.85% | 82 | 1.15% | 124 | -20.00% | 124 | 13.76% |
| Jun 30, 2024 | 303 | -1.94% | 46,782,297 | -0.51% | 85 | 1.13% | 154 | 4.05% | 107 | -10.83% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.56M | 2.79% | -33.41K |
| Vanguard US Total Market Shares ETF | 1.53M | 2.73% | 1.46K |
| iShares Russell 2000 ETF | 1.21M | 2.17% | - |
| Vanguard Small Cap Index | 1.20M | 2.14% | -7.24K |
| Vanguard Information Technology ETF | 1.14M | 2.03% | 38.41K |
| Nordea 1 - Global Climate & Envir BI EUR | 1.03M | 1.84% | 360.20K |
| Delaware Ivy Mid Cap Growth A | 1.01M | 1.82% | - |
| EdRF Big Data N EUR | 967.37K | 1.73% | 123.69K |
| First Trust Cloud Computing ETF | 710.00K | 1.27% | 7.37K |
| Vanguard Small Cap Growth Index Inv | 675.52K | 1.21% | -362.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 23, 2025 | Klindt Jill | EVP, CFO & Treasurer | Sell | $521.57K |
| Mar 14, 2025 | Herz Robert H | - | Sell | $88.70K |
| Mar 14, 2025 | Herz Robert H | - | Sell | $132.99K |
| Mar 13, 2025 | Hawkins Michael D. | EVP, Sales | Sell | $772.50K |
| Mar 07, 2025 | Hawkins Michael D. | EVP, Sales | Sell | $890.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | 5 | 2 |
WK Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools