Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 86.46% institutional investors, 4.12% insiders, and 9.43% retail investors. Vanguard group is the largest institutional shareholder, holding 11.19% 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 | 86.46% | 4.12% | 9.43% |
| Sector | Technology Stocks | 50.72% | 12.57% | 36.71% |
| Idea | SaaS Stocks List | 55.75% | 6.52% | 37.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.28M | 11.19% | $540.70M |
| Blackrock funding, inc. /de | 4.37M | 7.78% | $375.92M |
| Blackrock | 4.24M | 7.72% | $309.48M |
| Eminence capital, lp | 3.72M | 6.63% | $320.52M |
| Macquarie group | 1.74M | 3.10% | $133.12M |
| T. rowe price investment management | 1.59M | 2.84% | $137.25M |
| Price t rowe associates inc /md/ | 1.49M | 2.66% | $128.38M |
| Nordea investment management ab | 1.37M | 2.44% | $115.59M |
| State street | 1.31M | 2.33% | $112.84M |
| Riverbridge partners | 1.29M | 2.30% | $111.12M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Irenic capital management lp | 497.01K | 4.48% | $42.78M |
| Eminence capital, lp | 3.72M | 3.89% | $320.52M |
| Pembroke management | 420.36K | 3.59% | $36.18M |
| Kopp family office | 57.57K | 3.23% | $4.96M |
| Alamar capital management | 54.21K | 2.47% | $4.67B |
| Orser capital management | 48.09K | 2.18% | $4.14M |
| Riverbridge partners | 1.29M | 1.88% | $111.12M |
| Ranger investment management | 312.05K | 1.87% | $26.86M |
| Tfg asset management gp | 150.00K | 1.73% | $12.91M |
| Edmond de rothschild | 1.26M | 1.68% | $108.68B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 1.49M | 0.01% | 1.44M |
| Eminence capital, lp | 3.72M | 3.89% | 1.08M |
| Hotchkis & wiley capital management | 1.03M | 0.27% | 1.03M |
| Fuller & thaler asset management | 802.05K | 0.23% | 802.05K |
| Point72 asset management | 791.65K | 0.11% | 791.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | - | - | -1.10M |
| T. rowe price investment management | 1.59M | 0.08% | -942.16K |
| Blackrock funding, inc. /de | 4.37M | 0.01% | -806.10K |
| Artisan partners limited partnership | - | - | -658.52K |
| Fmr | 1.22M | 0.01% | -469.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hotchkis & wiley capital management | 1.03M | 0.27% | 1.03M | $88.29M |
| Fuller & thaler asset management | 802.05K | 0.23% | 802.05K | $69.04M |
| Point72 asset management | 791.65K | 0.11% | 791.65K | $68.14M |
| Norges bank | 544.99K | 0.01% | 544.99K | $59.68M |
| Irenic capital management lp | 497.01K | 4.48% | 497.01K | $42.78M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Activest wealth management | -5.00 |
| Federated hermes | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 308 | 0.65% | 48,551,422 | 5.83% | 86 | 1.30% | 153 | 10.07% | 103 | -15.57% |
| 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% |
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 |
|---|---|---|---|---|
| Nov 26, 2025 | MULCAHY DAVID S. | - | Sell | $74.34K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | 5 | 2 |
WK Ownership FAQ
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