Workiva Ownership | Who Owns Workiva?
Workiva Ownership Summary
Workiva is owned by 41.07% institutional investors, 3.77% insiders, and 55.16% 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 2.73% of its assets in Workiva shares.
WK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Workiva | 41.07% | 3.77% | 55.16% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
| Idea | SaaS Stocks List | 57.10% | 6.98% | 35.92% |
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 |
| Untitled investments lp | 69.84K | 1.86% | $7.65M |
| Conestoga capital advisors | 1.17M | 1.69% | $127.57M |
| Advantage alpha capital partners lp | 45.57K | 1.18% | $4.99M |
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 |
| Point72 asset management | 300.12K | 0.07% | 300.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Champlain investment partners | - | - | -1.10M |
| Fmr | 3.16M | 0.02% | -621.23K |
| Mirae asset global investments | 11.47K | 0.00% | -338.32K |
| Brown advisory | 372.26K | 0.05% | -275.02K |
| Jpmorgan chase | 1.18M | 0.01% | -214.83K |
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 |
| Point72 asset management | 300.12K | 0.07% | 300.12K | $32.86M |
| Maverick capital | 280.02K | 0.55% | 280.02K | $30.66M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Riggs asset managment | -6.00 |
| Innealta capital | -6.00 |
| Battery global advisors | -10.00 |
| Advisornet financial | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 331 | -3.22% | 47,230,066 | 3.36% | 87 | 1.22% | 150 | -7.98% | 126 | 10.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.53M | 2.73% | 7.53K |
| Vanguard US Total Market Shares ETF | 1.53M | 2.73% | 1.46K |
| Fidelity Select Software & IT Svcs Port | 1.40M | 2.50% | - |
| iShares Russell 2000 ETF | 1.34M | 2.39% | -11.66K |
| Vanguard Small Cap Index | 1.25M | 2.23% | 1.05K |
| Vanguard Information Technology ETF | 1.03M | 1.83% | 2.86K |
| Delaware Ivy Mid Cap Growth A | 1.01M | 1.82% | - |
| Macquarie Mid Cap Growth A | 823.09K | 1.47% | -38.85K |
| First Trust Cloud Computing ETF | 807.59K | 1.44% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 782.70K | 1.39% | 3.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2025 | Herz Robert H | - | Sell | $132.99K |
| Mar 14, 2025 | Herz Robert H | - | Sell | $88.70K |
| Mar 13, 2025 | Hawkins Michael D. | EVP, Sales | Sell | $772.50K |
| Mar 07, 2025 | Hawkins Michael D. | EVP, Sales | Sell | $890.27K |
| Mar 07, 2025 | Ziegler Brandon | EVP, CLO, CAO & Corp Secretary | Sell | $352.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | 5 | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 2 |
WK Ownership FAQ
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