Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 83.92% institutional investors, 4.15% insiders, and 11.93% 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 2.87% of its assets in Workiva shares.
WK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Workiva | 83.92% | 4.15% | 11.93% |
| Sector | Technology Stocks | 38.48% | 12.71% | 48.82% |
| Idea | SaaS Stocks List | 49.09% | 6.54% | 44.38% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.80M | 10.44% | $635.11M |
| Blackrock funding, inc. /de | 5.31M | 9.56% | $581.89M |
| Blackrock | 4.24M | 7.72% | $309.48M |
| Fmr | 3.16M | 5.69% | $346.33M |
| T. rowe price investment management | 2.15M | 3.86% | $235.21M |
| Macquarie group | 2.10M | 3.78% | $230.04M |
| Riverbridge partners | 1.65M | 2.96% | $180.27M |
| State street | 1.19M | 2.17% | $86.96M |
| Jpmorgan chase | 1.18M | 2.12% | $128.82M |
| Conestoga capital advisors | 1.17M | 2.10% | $127.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopp family office | 111.59K | 7.74% | $12.22M |
| Orser capital management | 53.66K | 4.04% | $5.88M |
| Ranger investment management | 500.16K | 3.46% | $54.77M |
| Tensile capital management lp | 238.32K | 2.71% | $26.10M |
| Riverbridge partners | 1.65M | 2.46% | $180.27M |
| Alamar capital management | 50.43K | 2.25% | $3.68M |
| Brown capital management | 771.96K | 1.96% | $84.53M |
| Conestoga capital advisors | 1.17M | 1.69% | $127.57M |
| Advantage alpha capital partners lp | 45.57K | 1.18% | $4.99M |
| Timessquare capital management | 559.96K | 0.89% | $61.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 544.99K | 0.01% | 544.99K |
| Nordea investment management ab | 543.75K | 0.06% | 543.75K |
| Arrowstreet capital, limited partnership | 468.98K | 0.04% | 468.98K |
| Invesco | 475.66K | 0.01% | 448.18K |
| Blackrock funding, inc. /de | 5.31M | 0.01% | 248.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | - | - | -1.10M |
| Fmr | 3.16M | 0.02% | -621.23K |
| William blair investment management | - | - | -445.63K |
| Mirae asset global investments | 11.47K | 0.00% | -338.32K |
| Point72 asset management | - | - | -300.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 544.99K | 0.01% | 544.99K | $59.68M |
| Nordea investment management ab | 543.75K | 0.06% | 543.75K | $59.89M |
| Arrowstreet capital, limited partnership | 468.98K | 0.04% | 468.98K | $51.35M |
| Lmr partners llp | 147.50K | 0.14% | 147.50K | $16.15M |
| Polar asset management partners | 53.20K | 0.09% | 53.20K | $5.83M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Riggs asset managment | -6.00 |
| Innealta capital | -6.00 |
| Battery global advisors | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 309 | -6.65% | 47,022,242 | -0.44% | 86 | 1.15% | 148 | -1.33% | 120 | -4.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.60M | 2.87% | 4.77K |
| Vanguard US Total Market Shares ETF | 1.53M | 2.73% | 1.46K |
| iShares Russell 2000 ETF | 1.31M | 2.35% | 642.00 |
| Vanguard Small Cap Index | 1.25M | 2.24% | 7.13K |
| Fidelity Select Software & IT Svcs Port | 1.08M | 1.93% | -326.50K |
| Vanguard Information Technology ETF | 1.04M | 1.86% | 8.05K |
| Delaware Ivy Mid Cap Growth A | 1.01M | 1.82% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 797.66K | 1.43% | 4.87K |
| First Trust Cloud Computing ETF | 787.54K | 1.41% | - |
| Vanguard Small Cap Growth Index Inv | 694.62K | 1.25% | -525.00 |
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 Q2 | - | - |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | 5 | 2 |
| 2024 Q2 | - | 1 |
WK Ownership FAQ
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