Workiva Inc (WK) Institutional Ownership

Ownership Summary

Workiva Inc (NYSE:WK) currently has 68 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• These investors collectively held 23.0% of the company's total shares outstanding in December 2025, down from 88.0% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 20.65%, with a year-over-year a decrease of 78.06% in the count of filers.
• During the quarter, 32 institutions bought more Workiva shares, 17 sold shares, and 19 of the 68 total investors held their position steady.
• Collectively, institutional investors increased their stake in Workiva to 12.81Mn shares as of December 2025, a change that is up by 2.19Mn shares quarter on quarter and down 34.94Mn shares year over year.
• As of December 31, 2025, VANGUARD GROUP INC held Workiva's largest shareholding position with over 6.26Mn shares, representing 11.23% of total outstanding shares.
• Among the most significant buyers of Workiva during December 2025 were UBS Group AG (1.43Mn), Assenagon Asset Management S.A. (735.19K), Lakehouse Capital Pty Ltd (151.99K), SG Americas Securities, LLC (53.89K), COMERICA BANK (33.83K).
• Leading sellers of Workiva stock in December 2025 included RIVERBRIDGE PARTNERS LLC (137.44K), NORDEA INVESTMENT MANAGEMENT AB (77.48K), VANGUARD GROUP INC (22.32K), Aberdeen Group plc (13.39K), US BANCORP \DE\ (5.07K).
• The top 10 institutional holders of Workiva for the quarter ending December 2025 included VANGUARD GROUP INC (6.26Mn), UBS Group AG (2.20Mn), NORDEA INVESTMENT MANAGEMENT AB (1.29Mn), RIVERBRIDGE PARTNERS LLC (1.15Mn), Assenagon Asset Management S.A. (740.10K), Aberdeen Group plc (218.38K), Lakehouse Capital Pty Ltd (151.99K), COMERICA BANK (151.32K), Impax Asset Management Group plc (136.09K), Kopp Family Office, LLC (55.87K).