Workiva Inc (WK) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

55,720,000Shares Outstanding

685,748Shares held by institutions

$39,773,384Value of institutional holdings

86.63%Institutional ownership %

8.75%Shares Changed QoQ

324No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Workiva Inc (NYSE:WK) is held by 324 institutional firms.

Workiva saw its institutional ownership percentage fell to 86.6% in December 2025 from 88.0% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 8.75%, with a year-over-year an increase of 4.52% in the count of filers.
Of these 324 institutional investors, 174 increased their holdings in Workiva, while 106 of them reduced positions, and 44 investors maintained their exposure.
Collectively, institutional investors increased their stake in Workiva to 48.27Mn shares as of December 2025, a change that is up by 3.88Mn shares quarter on quarter and up 517.52K shares year over year.
With 6.26Mn shares, VANGUARD GROUP INC commands the largest institutional position in Workiva as of December 31, 2025, equating to 11.23% of the company.
Among the most significant buyers of Workiva during December 2025 were UBS Group AG (1.43Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (736.80K), Assenagon Asset Management S.A. (735.19K), NORGES BANK (618.85K), BARCLAYS PLC (490.35K).
Leading sellers of Workiva stock in December 2025 included T. Rowe Price Investment Management, Inc. (1.27Mn), Point72 Asset Management, L.P. (575.34K), READYSTATE ASSET MANAGEMENT LP (361.22K), EDMOND DE ROTHSCHILD HOLDING S.A. (321.21K), JPMORGAN CHASE & CO (274.71K).
The top 10 institutional holders of Workiva for the quarter ending December 2025 included VANGUARD GROUP INC (6.26Mn), BlackRock, Inc. (4.44Mn), EMINENCE CAPITAL, LP (3.71Mn), UBS Group AG (2.20Mn), FMR LLC (1.39Mn), NORDEA INVESTMENT MANAGEMENT AB (1.29Mn), MORGAN STANLEY (1.27Mn), STATE STREET CORP (1.24Mn), GEODE CAPITAL MANAGEMENT, LLC (1.19Mn), HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC (1.17Mn).

324 Institutional Holders

685,748 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	6,259,001	-22,316	-0.36%	$539,838,836.00
BlackRock, Inc.	31 Dec, 2025	4,444,264	77,165	1.77%	$383,317,800.00
EMINENCE CAPITAL, LP	31 Dec, 2025	3,706,152	-17,394	-0.47%	$319,655,610.00
UBS Group AG	31 Dec, 2025	2,204,792	1,426,674	183.35%	$190,163,311.00
FMR LLC	31 Dec, 2025	1,389,485	165,046	13.48%	$119,843,087.00
NORDEA INVESTMENT MANAGEMENT AB	31 Dec, 2025	1,290,923	-77,478	-5.66%	$110,838,649.00
MORGAN STANLEY	31 Dec, 2025	1,265,693	220,159	21.06%	$109,166,107.00
STATE STREET CORP	31 Dec, 2025	1,239,519	-71,312	-5.44%	$106,908,514.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,192,149	-5,074	-0.42%	$102,840,920.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,170,160	144,500	14.09%	$100,926,300.00
RIVERBRIDGE PARTNERS LLC	31 Dec, 2025	1,153,427	-137,443	-10.65%	$99,483,093.00
Conestoga Capital Advisors, LLC	31 Dec, 2025	1,083,243	87,056	8.74%	$93,429,709.00
EDMOND DE ROTHSCHILD HOLDING S.A.	31 Dec, 2025	941,355	-321,206	-25.44%	$81,191,869.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	893,859	91,808	11.45%	$77,095,341.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	741,293	-71,467	-8.79%	$63,936,521.00
Assenagon Asset Management S.A.	31 Dec, 2025	740,102	735,186	14,954.96%	$63,833,798.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	736,799	736,799	0.00%	$63,549,000.00
MAIRS & POWER INC	31 Dec, 2025	727,994	-29,069	-3.84%	$62,789,483.00
NORGES BANK	31 Dec, 2025	618,845	618,845	0.00%	$53,375,381.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	588,807	64,999	12.41%	$50,784,604.00

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