Workiva Inc.
Workiva Inc. (WK) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WK · as of Sep 30, 2025
Ownership Breakdown
324
Institutional Holders
▲ 7 vs Q2
$4.17B
Total Inst. Value
▲ $1.00B vs Q2
56.12M
Shares Outstanding
freeFloat 88.92%
49.14M
13F Shares Held
▲ 2.37M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WK largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC services-prepackaged software | 6.28M | 11.19% | 11.19% | $540.70B | Nov 7, 2025 | ▲ 46.3K |
BLACKROCK, INC. services-prepackaged software | 4.37M | 7.78% | 7.78% | $375.92B | Nov 12, 2025 | ▼ 806.1K |
EMINENCE CAPITAL, LP services-prepackaged software | 3.72M | 6.63% | 6.63% | $320.52B | Nov 14, 2025 | ▲ 1.08M |
MACQUARIE GROUP LTD services-prepackaged software | 1.74M | 3.10% | 3.10% | $133.12B | Nov 13, 2025 | ▲ 781.6K |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. services-prepackaged software | 1.59M | 2.84% | 2.84% | $137.25B | Nov 14, 2025 | ▼ 942.2K |
PRICE T ROWE ASSOCIATES INC /MD/ services-prepackaged software | 1.49M | 2.66% | 2.66% | $128.38B | Nov 14, 2025 | ▲ 1.44M |
NORDEA INVESTMENT MANAGEMENT AB services-prepackaged software | 1.37M | 2.44% | 2.44% | $115.59B | Oct 27, 2025 | ▲ 460.5K |
STATE STREET CORP services-prepackaged software | 1.31M | 2.33% | 2.33% | $112.84B | Nov 14, 2025 | ▼ 10.5K |
RIVERBRIDGE PARTNERS LLC services-prepackaged software | 1.29M | 2.30% | 2.30% | $111.12B | Oct 14, 2025 | ▼ 85.0K |
EDMOND DE ROTHSCHILD HOLDING S.A. services-prepackaged software | 1.26M | 2.25% | 2.25% | $108.68B | Nov 13, 2025 | ▼ 32.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
19
Increased
+5.57M shares7
New Positions
first time holders22
Decreased
−3.43M shares0
Sold Out
fully exitedNet shares change (top 50)
+2.13M
+5.57M / −3.43M
Net new holders
+4
7 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WK insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
14
Buy transactions
13
Sell transactions
1.08
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Herz Robert H director | Jun 4, 2026 | Sale | 1,500 | $51.23 | $76.8K | 37.4K | Form 4 ↗ |
Herz Robert H director | May 29, 2026 | Sale | 1,000 | $49.69 | $49.7K | 34.8K | Form 4 ↗ |
Iskow Julie President & CEO | Apr 3, 2026 | Tax Withhold | 7,578 | $60.00 | $454.7K | 460.5K | Form 4 ↗ |
Herren Richard Scott director | Mar 2, 2026 | Award | 877 | — | — | 877 | Form 4 ↗ |
Iskow Julie President & CEO | Mar 1, 2026 | Award | 4,092 | — | — | 472.9K | Form 4 ↗ |
Iskow Julie President & CEO | Mar 1, 2026 | Tax Withhold | 2,208 | $61.58 | $136.0K | 470.7K | Form 4 ↗ |
Iskow Julie President & CEO | Mar 1, 2026 | Tax Withhold | 2,577 | $61.58 | $158.7K | 468.1K | Form 4 ↗ |
Swain Junko SVP, Chief Accounting Officer | Feb 11, 2026 | Award | 771 | — | — | 31.2K | Form 4 ↗ |
Swain Junko SVP, Chief Accounting Officer | Feb 11, 2026 | Tax Withhold | 374 | $64.95 | $24.3K | 30.8K | Form 4 ↗ |
Ziegler Brandon EVP, CLO, CAO & Corp Secretary | Feb 11, 2026 | Award | 3,803 | — | — | 141.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Workiva Inc. (WK) is primarily owned by institutional investors, who hold approximately 87.6% of total shares outstanding. Company insiders own approximately 11.08%, while retail and public investors account for the remaining 1.36%.
The largest institutional shareholder of Workiva Inc. is VANGUARD GROUP INC, holding approximately 6.28 million shares — equal to 11.19% of outstanding shares — as of September 30, 2025.
A total of 324 institutional investors currently hold WK stock, with a combined institutional value of approximately $4.17 billion as of the most recent 13F filing period.
Frequently asked questions
WK ownershipWorkiva Inc. (WK) is primarily owned by institutional investors, who hold approximately 87.6% of shares. The largest shareholder is VANGUARD GROUP INC with a 11.19% stake. Company insiders hold 11.08%. Data sourced from SEC Form 13F as of September 30, 2025.