Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 22.98% institutional investors, 3.65% insiders, and 73.37% 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 2.85% of its assets in Workiva shares.
WK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Workiva | 22.98% | 3.65% | 73.37% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
| Idea | SaaS Stocks List | 59.32% | 6.71% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.26M | 11.11% | $539.84M |
| Blackrock funding, inc. /de | 4.64M | 8.24% | $276.51M |
| Blackrock | 4.24M | 7.72% | $309.48M |
| Eminence capital, lp | 2.52M | 4.48% | $150.26M |
| Jericho capital asset management | 2.47M | 4.38% | $147.03M |
| Fmr | 1.79M | 3.17% | $106.48M |
| Hotchkis & wiley capital management | 1.68M | 2.99% | $100.17M |
| State street | 1.28M | 2.27% | $76.08M |
| Geode capital management | 1.23M | 2.18% | $73.20M |
| Edmond de rothschild | 1.22M | 2.17% | $72.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lakehouse capital pty | 184.11K | 10.81% | $16.03M |
| Topline capital management | 1.05M | 10.35% | $62.62M |
| 13d management | 52.00K | 4.81% | $3.10M |
| Irenic capital management lp | 497.01K | 4.48% | $42.78M |
| Eminence capital, lp | 2.52M | 3.45% | $150.26M |
| Tfg asset management gp | 250.00K | 2.89% | $14.91M |
| Hawk ridge capital management lp | 1.09M | 2.37% | $65.09M |
| Kopp family office | 55.87K | 2.29% | $3.33M |
| Jericho capital asset management | 2.47M | 2.17% | $147.03M |
| Praesidium investment management company | 150.41K | 2.14% | $8.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jericho capital asset management | 2.47M | 2.17% | 2.47M |
| Hawk ridge capital management lp | 1.09M | 2.37% | 1.09M |
| Topline capital management | 1.05M | 10.35% | 761.84K |
| Norges bank | 618.85K | 0.01% | 618.85K |
| Squarepoint ops | 592.00K | 0.04% | 540.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -1.74M |
| Nordea investment management ab | - | - | -1.29M |
| Eminence capital, lp | 2.52M | 3.45% | -1.19M |
| Champlain investment partners | - | - | -1.10M |
| Ubs group | 1.13M | 0.01% | -1.08M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jericho capital asset management | 2.47M | 2.17% | 2.47M | $147.03M |
| Hawk ridge capital management lp | 1.09M | 2.37% | 1.09M | $65.09M |
| Norges bank | 618.85K | 0.01% | 618.85K | $53.38M |
| Irenic capital management lp | 497.01K | 4.48% | 497.01K | $42.78M |
| Vanguard fiduciary trust | 360.52K | 0.01% | 360.52K | $21.50M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Transamerica financial advisors | -1.00 |
| Dv trading | -2.00 |
| Hfm investment advisors | -2.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 138 | -60.23% | 12,931,214 | -74.18% | 22 | 0.29% | 61 | -66.11% | 54 | -53.04% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.60M | 2.85% | 19.47K |
| Vanguard US Total Market Shares ETF | 1.53M | 2.73% | 1.46K |
| Vanguard Information Technology ETF | 1.22M | 2.17% | 6.36K |
| iShares Russell 2000 ETF | 1.19M | 2.13% | 10.06K |
| Vanguard Small Cap Index | 1.17M | 2.08% | -1.97K |
| Delaware Ivy Mid Cap Growth A | 1.01M | 1.82% | - |
| EdRF Big Data N EUR | 988.44K | 1.76% | 14.38K |
| Nordea 1 - Global Climate & Envir BI EUR | 938.94K | 1.65% | 938.94K |
| First Trust Cloud Computing ETF | 677.57K | 1.20% | -1.65K |
| Vanguard Small Cap Growth Index Inv | 651.29K | 1.16% | -618.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 04, 2026 | Herz Robert H | - | Sell | $76.84K |
| May 29, 2026 | Herz Robert H | - | Sell | $49.69K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
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