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Workiva Inc. (WK) Institutional Ownership & Insider Trading

306 institutions reported holding Workiva Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 6 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

WKWorkiva Inc.Follow WK — free
Software - Application · Technology
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Price chart with a free account
Market cap
4.7B
P/E TTM
103.4
Dividend yield
—
52-week
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Next earnings
5 Nov, in 12 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

306 institutions held 91.3% of the shares. Across filers that reported both quarters, shares held changed +7.4%.

Increased+115New+53Decreased-79Closed-61

Largest moves, shares (millions)

Jericho Capital Asset…+1.0MHotchkis & Wiley Capital…+0.9MBlackRock+0.9MHawk Ridge Capital…-1.1MNomura Asset Management…-0.6MGoldentree Asset Management-0.4M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-2.0Sep 24-0.6Dec 24-0.0Mar 25-1.1Jun 25+2.7Sep 25+1.1Dec 25-2.1Mar 26+3.4Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2630650+7.4%115537961
Mar 2631449-4.7%1023311365
Dec 2534051+2.3%98519921
Sep 2530549+5.8%90399343
Jun 2530946-2.3%923111747
Mar 2532747-0.1%112568439
Dec 2431147-1.2%825010233
Sep 2428945-4.8%812611438

Workiva Inc. — questions

Who owns Workiva Inc. stock?
306 institutions reported Workiva Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (10.1%), VANGUARD PORTFOLIO MANAGEMENT LLC (7.4%), Jericho Capital Asset Management L.P. (6.4%).
Are Workiva Inc. insiders buying or selling?
6 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Workiva Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.