Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 87.74% institutional investors, 4.04% insiders, and 8.22% retail investors. Vanguard group is the largest institutional shareholder, holding 11.11% of WK shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.94% of its assets in Workiva shares.
WK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Workiva | 87.74% | 4.04% | 8.22% |
| Sector | Technology Stocks | 78.07% | 14.90% | 7.03% |
| Idea | SaaS Stocks List | 75.83% | 6.55% | 17.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.26M | 11.11% | $539.84M |
| Blackrock funding, inc. /de | 5.51M | 9.68% | $267.17M |
| Blackrock | 4.24M | 7.72% | $309.48M |
| Jericho capital asset management | 3.48M | 6.12% | $168.94M |
| Hotchkis & wiley capital management | 2.58M | 4.53% | $125.06M |
| Eminence capital, lp | 2.52M | 4.48% | $150.26M |
| Vanguard capital management | 2.29M | 4.02% | $110.94M |
| Fmr | 1.70M | 2.98% | $82.32M |
| State street | 1.48M | 2.59% | $71.58M |
| Arrowstreet capital, limited partnership | 1.42M | 2.50% | $68.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Topline capital management | 871.10K | 10.96% | $42.26M |
| Lakehouse capital pty | 101.03K | 5.42% | $4.90M |
| Eminence capital, lp | 2.52M | 3.45% | $150.26M |
| Praesidium investment management company | 95.22K | 2.15% | $4.62M |
| Tfg asset management gp | 250.00K | 1.91% | $12.13M |
| Kopp family office | 55.81K | 1.66% | $2.71M |
| Jericho capital asset management | 3.48M | 1.40% | $168.94M |
| Summit creek advisors | 80.72K | 1.33% | $3.92M |
| Irenic capital management lp | 552.01K | 1.29% | $26.78M |
| Brown capital management | 128.50K | 1.25% | $6.23M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jericho capital asset management | 3.48M | 1.40% | 1.02M |
| Hotchkis & wiley capital management | 2.58M | 0.36% | 898.32K |
| Blackrock funding, inc. /de | 5.51M | 0.00% | 870.42K |
| Squarepoint ops | 1.25M | 0.07% | 655.40K |
| Norges bank | 618.85K | 0.01% | 618.85K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -1.74M |
| Eminence capital, lp | 2.52M | 3.45% | -1.19M |
| Champlain investment partners | - | - | -1.10M |
| Hawk ridge capital management lp | - | - | -1.09M |
| T. rowe price investment management | - | - | -842.02K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 618.85K | 0.01% | 618.85K | $53.38M |
| Sixth street partners management company | 437.17K | 0.00% | 437.17K | $21.21M |
| Axa investment managers | 153.10K | 0.04% | 153.10K | $13.18M |
| Cadian capital management, lp | 144.20K | 0.53% | 144.20K | $7.00M |
| Royce & associates lp | 140.00K | 0.05% | 140.00K | $6.79M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Bay harbor wealth management | -1.00 |
| Tfc financial management | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Dunhill financial | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 312 | -2.80% | 49,913,898 | 2.09% | 87 | 1.16% | 183 | 15.82% | 86 | -27.12% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.60M | 2.94% | 6.57K |
| Vanguard Total Stock Mkt Idx Inv | 1.59M | 2.84% | -12.07K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.59M | 2.84% | -12.07K |
| Vanguard US Total Market Shares ETF | 1.53M | 2.73% | 1.46K |
| iShares Russell 2000 ETF | 1.33M | 2.44% | -23.52K |
| Vanguard Information Technology ETF | 1.24M | 2.29% | 5.08K |
| Vanguard Small Cap Index | 1.15M | 2.10% | 3.80K |
| Delaware Ivy Mid Cap Growth A | 1.01M | 1.82% | - |
| EdRF Big Data N EUR | 1.02M | 1.81% | -1.10K |
| First Trust Cloud Computing ETF | 960.09K | 1.71% | -2.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2026 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Sell | $499.20K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | - |
WK Ownership FAQ
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