Workiva WK Institutional Ownership

NYSE WK

$66.55 +1.43 (+2.20%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

306 Institutions

Increased 185 60.5%

Unchanged 35 11.4%

Reduced 86 28.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

89.71%

▲+3.97 pp QoQ

Shares Held by Institutions

49.92Mn

of 55.64Mn outstanding

▲+15.22% QoQ

Shares Outstanding

55.64Mn

5.72Mn held outside 13F filers

Institutional Investors

306

filed 13F for Jun 2026

▼-7 vs prior quarter

Net Shares Added (QoQ)

+6.60Mn

accumulated since last quarter

Value of Holdings

$3.32Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Workiva Inc (NYSE:WK) showed up in the 13F filings of 306 institutional investors as of June 2026.

These investors held 89.7% of outstanding shares in June 2026, up from 85.7% in March 2026.
Their total shares held in WK increased 15.22% from the prior quarter, while the number of investors in Workiva decreased 1.29% year over year.
Among the 306 funds, 185 bought more Workiva shares, 86 sold down, and 35 held their ground.
Institutional investors collectively held 49.92Mn shares in Workiva as of June 2026, up by 6.6Mn shares quarter on quarter, and up 3.73Mn shares year over year.
BlackRock, Inc. holds the largest position in WK at 5.51Mn shares as of June 30, 2026, or 9.9% of shares outstanding.
Top purchasers of WK stock for the quarter ending June 2026 included Jericho Capital Asset Management L.P. (1.02Mn), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (898.32K), BlackRock, Inc. (870.42K), Squarepoint Ops LLC (655.4K), Sixth Street Partners Management Company, L.P. (437.17K).
The largest sales of WK for the quarter ending June 2026 came from NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (643.19K), CITADEL ADVISORS LLC (342.32K), UBS Group AG (340.33K), Conestoga Capital Advisors, LLC (287.12K), RIVERBRIDGE PARTNERS LLC (214.96K).
Per Business Quant data, the top 10 holders of Workiva for the quarter ending June 2026 are BlackRock, Inc. (5.51Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.05Mn), Jericho Capital Asset Management L.P. (3.48Mn), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (2.58Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.29Mn), FMR LLC (1.7Mn), State Street Corp (1.48Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (1.42Mn), GEODE CAPITAL MANAGEMENT, LLC (1.29Mn), EDMOND DE ROTHSCHILD HOLDING S.A. (1.27Mn).

Form 13F Holdings

306 Institutional Holders

Report period 30 Jun, 2026

Total shares held 49.92Mn

Of outstanding 89.71%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	5,507,490	9.90%	▲870,420	+18.77%	$267.17Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,046,352	7.27%	▲90,685	+2.29%	$196.29Mn
3	Jericho Capital Asset Management L.P.	0001525234	3,482,515	6.26%	▲1,016,770	+41.24%	$168.94Mn
4	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	2,578,108	4.63%	▲898,320	+53.48%	$125.06Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,287,053	4.11%	▲30,150	+1.34%	$110.94Mn
6	FMR LLC	0000315066	1,697,045	3.05%	▼88,678	-4.97%	$82.32Mn
7	State Street Corp	0000093751	1,475,546	2.65%	▲199,623	+15.65%	$71.58Mn
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	1,420,426	2.55%	▲310,780	+28.01%	$68.90Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,294,139	2.33%	▲66,830	+5.45%	$62.79Mn
10	EDMOND DE ROTHSCHILD HOLDING S.A.	0001649647	1,268,192	2.28%	▲46,631	+3.82%	$61.52Mn
11	Squarepoint Ops LLC	0001642575	1,247,400	2.24%	▲655,396	+110.71%	$60.51Mn
12	FIRST TRUST ADVISORS LP	0001125816	1,126,475	2.02%	▲263,539	+30.54%	$54.65Mn
13	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	966,637	1.74%	▲427,595	+79.32%	$46.89K
14	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	943,485	1.70%	▲21,318	+2.31%	$45.77Mn
15	Topline Capital Management, LLC	0001792549	871,101	1.57%	▼178,989	-17.05%	$42.26Mn
16	MAIRS & POWER INC	0001070134	829,491	1.49%	▲113,851	+15.91%	$40.24Mn
17	Bank Of America Corp /De/	0000070858	804,184	1.45%	▲409,243	+103.62%	$39.01Mn
18	UBS Group AG	0001610520	787,654	1.42%	▼340,334	-30.17%	$38.21Mn
19	AQR CAPITAL MANAGEMENT LLC	0001167557	713,213	1.28%	▲376,920	+112.08%	$34.60Mn
20	Qube Research & Technologies Ltd	0001729829	699,733	1.26%	▲336,400	+92.59%	$33.94Mn

Showing 1 to 20 of 306 holders