Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 58.65% institutional investors, 4.33% insiders, and 37.02% retail investors. Vanguard group is the largest institutional shareholder, holding 11.11% of WK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.78% of its assets in Workiva shares.
WK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Workiva | 58.65% | 4.33% | 37.02% |
| Sector | Technology Stocks | 35.36% | 13.13% | 51.51% |
| Idea | SaaS Stocks List | 48.24% | 6.71% | 45.05% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.26M | 11.11% | $539.84M |
| Blackrock funding, inc. /de | 4.44M | 7.89% | $383.32M |
| Blackrock | 4.24M | 7.72% | $309.48M |
| Eminence capital, lp | 3.72M | 6.63% | $320.52M |
| Ubs group | 2.20M | 3.91% | $190.16M |
| T. rowe price investment management | 1.59M | 2.84% | $137.25M |
| Price t rowe associates inc /md/ | 1.49M | 2.66% | $128.38M |
| State street | 1.31M | 2.33% | $112.84M |
| Nordea investment management ab | 1.29M | 2.29% | $110.84M |
| Edmond de rothschild | 1.26M | 2.25% | $108.68B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lakehouse capital pty | 184.11K | 10.81% | $16.03M |
| Irenic capital management lp | 497.01K | 4.48% | $42.78M |
| Pembroke management | 474.36K | 4.23% | $40.91M |
| Eminence capital, lp | 3.72M | 3.89% | $320.52M |
| Alamar capital management | 54.21K | 2.47% | $4.67B |
| Kopp family office | 55.87K | 2.29% | $3.33M |
| Ranger investment management | 306.86K | 1.82% | $26.47M |
| Tfg asset management gp | 150.00K | 1.73% | $12.91M |
| Edmond de rothschild | 1.26M | 1.68% | $108.68B |
| Private wealth asset management | 175.10K | 1.64% | $15.10M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 1.49M | 0.01% | 1.44M |
| Ubs group | 2.20M | 0.03% | 1.43M |
| Eminence capital, lp | 3.72M | 3.89% | 1.08M |
| Hotchkis & wiley capital management | 1.03M | 0.27% | 1.03M |
| Point72 asset management | 791.65K | 0.11% | 791.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -1.74M |
| Champlain investment partners | - | - | -1.10M |
| T. rowe price investment management | 1.59M | 0.08% | -942.16K |
| Assenagon asset management | - | - | -740.10K |
| Artisan partners limited partnership | - | - | -658.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hotchkis & wiley capital management | 1.03M | 0.27% | 1.03M | $88.29M |
| Point72 asset management | 791.65K | 0.11% | 791.65K | $68.14M |
| Norges bank | 618.85K | 0.01% | 618.85K | $53.38M |
| Irenic capital management lp | 497.01K | 4.48% | 497.01K | $42.78M |
| Readystate asset management lp | 371.22K | 1.36% | 371.22K | $31.95M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Tortoise investment management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Activest wealth management | -5.00 |
| Riggs asset managment | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 252 | -21.50% | 33,046,621 | -32.74% | 58 | 0.77% | 126 | -20.75% | 83 | -23.15% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.58M | 2.78% | 9.51K |
| Vanguard US Total Market Shares ETF | 1.53M | 2.73% | 1.46K |
| iShares Russell 2000 ETF | 1.23M | 2.17% | -10.06K |
| Vanguard Information Technology ETF | 1.21M | 2.13% | -1.27K |
| Vanguard Small Cap Index | 1.17M | 2.06% | 36.26K |
| Delaware Ivy Mid Cap Growth A | 1.01M | 1.82% | - |
| EdRF Big Data N EUR | 973.77K | 1.71% | 256.76K |
| Nordea 1 - Global Climate & Envir BI EUR | 938.94K | 1.65% | 938.94K |
| First Trust Cloud Computing ETF | 707.25K | 1.24% | -1.65K |
| Vanguard Small Cap Growth Index Inv | 651.90K | 1.15% | 23.48K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2025 | MULCAHY DAVID S. | - | Sell | $106.32K |
| Dec 10, 2025 | Herz Robert H | - | Sell | $137.16K |
| 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 | $132.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
WK Ownership FAQ
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