Workiva WK Institutional Ownership

NYSE WK

$76.66 -1.88 (-2.39%)

At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

306 Institutions

Increased 184 60.1%

Unchanged 35 11.4%

Reduced 87 28.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

89.71%

▲+3.56 pp QoQ

Shares Held by Institutions

49.92Mn

of 55.64Mn outstanding

▲+15.06% 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)

+6.53Mn

accumulated since last quarter

Value of Holdings

$3.83Bn

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) is held by 306 institutional investors per 13F filings through June 2026.

These investors collectively held 89.7% of Workiva's outstanding shares in June 2026, up from 86.2% in March 2026.
Their total shares held in WK increased 15.06% from the prior quarter, while the number of investors in Workiva decreased 1.29% year over year.
Among the 306 funds, 184 bought more Workiva shares, 87 sold down, and 35 held their ground.
Altogether, these fund groups held 49.92Mn shares in WK by June 2026, up by 6.53Mn shares quarter on quarter, and up 2.85Mn shares year over year.
BlackRock, Inc. leads ownership in WK with 5.51Mn shares as of June 30, 2026, equal to 9.9% of outstanding shares.
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).
Top sellers of WK stock for the quarter ending June 2026 included 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).
Business Quant data shows the 10 biggest positions in Workiva as of June 2026 are held by 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