Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 82.64% institutional investors, 3.65% insiders, and 13.71% retail investors. Vanguard group is the largest institutional shareholder, holding 9.71% of WK shares. Fidelity Select Software & IT Svcs Port is the top mutual fund, with 3.34% of its assets in Workiva shares.
WK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Workiva | 82.64% | 3.65% | 13.71% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
| Idea | SaaS Stocks List | 68.23% | 6.57% | 25.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.33M | 9.71% | $389.09M |
| Blackrock | 4.24M | 7.72% | $309.48M |
| Fmr | 3.56M | 6.49% | $260.18M |
| Macquarie group | 2.11M | 3.84% | $153.92M |
| Riverbridge partners | 1.83M | 3.33% | $133.55M |
| T. rowe price investment management | 1.77M | 3.23% | $129.38M |
| Jpmorgan chase | 1.61M | 2.94% | $117.83M |
| Ameriprise financial | 1.26M | 2.30% | $92.33M |
| State street | 1.19M | 2.17% | $86.96M |
| Conestoga capital advisors | 1.19M | 2.16% | $86.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopp family office | 111.71K | 5.06% | $8.15M |
| Tensile capital management lp | 418.32K | 3.37% | $30.53M |
| Orser capital management | 56.63K | 3.11% | $4.13M |
| Alamar capital management | 50.43K | 2.25% | $3.68M |
| Riverbridge partners | 1.83M | 1.81% | $133.55M |
| Brown capital management | 1.02M | 1.51% | $74.62M |
| Ranger investment management | 264.45K | 1.31% | $19.30M |
| Conestoga capital advisors | 1.19M | 1.30% | $86.74M |
| Advantage alpha capital partners lp | 76.83K | 1.22% | $5.61M |
| Granahan investment management | 234.66K | 0.69% | $17.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 457.98K | 0.01% | 457.98K |
| Tensile capital management lp | 418.32K | 3.37% | 338.32K |
| J. goldman & co lp | 299.62K | 0.62% | 299.62K |
| Mirae asset global etfs | 255.18K | 0.04% | 255.18K |
| Fmr | 3.56M | 0.02% | 237.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | - | - | -1.10M |
| Artisan partners limited partnership | 793.29K | 0.09% | -372.53K |
| Mirae asset global investments | 11.47K | 0.00% | -338.32K |
| Df dent | 382.70K | 0.36% | -273.40K |
| Ameriprise financial | 1.26M | 0.03% | -216.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 457.98K | 0.01% | 457.98K | $33.43M |
| J. goldman & co lp | 299.62K | 0.62% | 299.62K | $21.87M |
| Mirae asset global etfs | 255.18K | 0.04% | 255.18K | $18.63M |
| Nicholas company | 53.83K | 0.07% | 53.83K | $3.93M |
| Alamar capital management | 50.43K | 2.25% | 50.43K | $3.68M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Riggs asset managment | -6.00 |
| Innealta capital | -6.00 |
| Battery global advisors | -10.00 |
| Allspring global investments | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 331 | -3.22% | 47,230,066 | 3.36% | 87 | 1.22% | 150 | -7.98% | 126 | 10.53% |
| Sep 30, 2023 | 342 | 10.32% | 45,696,488 | 0.66% | 84 | 1.18% | 163 | 17.27% | 114 | 1.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Select Software & IT Svcs Port | 1.85M | 3.34% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.52M | 2.75% | -8.93K |
| iShares Russell 2000 ETF | 1.30M | 2.35% | -2.93K |
| Vanguard Small Cap Index | 1.22M | 2.21% | 2.40K |
| Vanguard Information Technology ETF | 1.02M | 1.84% | 4.54K |
| Delaware Ivy Mid Cap Growth A | 1.01M | 1.82% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 749.48K | 1.35% | -2.79K |
| First Trust Cloud Computing ETF | 709.71K | 1.28% | - |
| Vanguard Small Cap Growth Index Inv | 673.06K | 1.22% | -3.58K |
| T. Rowe Price US Small-Cap Core Equity | 661.13K | 1.20% | 59.09K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2024 | RADIA SUKU V. | - | Sell | $2.44M |
| Nov 11, 2024 | Herz Robert H | - | Sell | $300.83K |
| Nov 11, 2024 | Herz Robert H | - | Sell | $454.90K |
| Sep 13, 2024 | Hawkins Michael D. | EVP, Sales | Sell | $205.97K |
| Sep 11, 2024 | VANDERPLOEG MARTIN J. | - | Buy | $218.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | 5 | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 4 |
WK Ownership FAQ
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