WK · NYSE · Software - Application

Workiva (WK)

Connects enterprise data to financial, sustainability, risk, and compliance reporting.

$69.83
After hours−0.02 (−0.03%)
At close$69.85(−4.10%)

13F · 13D/G · Form 4

Institutions91.92%50.02M shares
317 holders · as of Jun 30, 2026
Insiders16.26%8.85M shares
17 holders · as of Sep 16, 2026
Adds to108.18%

54.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 108.18%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.12%5.51M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
7.44%4.05M Aas of Jun 30, 2026
Jericho Capital Asset Management L.P.Institution
6.40%3.48M Aas of Jun 30, 2026
Hotchkis & Wiley Capital Management LLCInstitution
4.74%2.58M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.20%2.29M Aas of Jun 30, 2026
Martin J. Vanderploeg1Insiderdirector
4.04%1.82M Afiled Sep 16, 2026
Jerome M. Behar2Insider10 percent owner
3.73%2.03M Afiled Mar 30, 2021
Brown Advisory Incorporated ("BAI")Insider
3.33%1.81Mfiled Apr 14, 2022
FMR LLCInstitution
3.12%1.70M Aas of Jun 30, 2026
Jeff D. Trom3Insiderofficer: Executive VP & CTO
2.75%2.36M Afiled Sep 6, 2022
State Street CorpInstitution
2.71%1.48M Aas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
2.61%1.42M Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.38%1.29M Aas of Jun 30, 2026
Edmond de Rothschild Holding S.A.Institution
2.33%1.27M Aas of Jun 30, 2026
Squarepoint Ops LLCInstitution
2.29%1.25M Aas of Jun 30, 2026
First Trust Advisors LPInstitution
2.07%1.13M Aas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
1.78%966,637 Aas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
1.73%943,485 Aas of Jun 30, 2026
Topline Capital Management, LLCInstitution
1.60%871,101 Aas of Jun 30, 2026
Mairs & Power IncInstitution
1.52%829,491 Aas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.48%804,184 Aas of Jun 30, 2026
UBS Group AGInstitution
1.45%787,654 Aas of Jun 30, 2026
AQR Capital Management LLCInstitution
1.31%713,213 Aas of Jun 30, 2026
Qube Research & Technologies LtdInstitution
1.29%699,733 Aas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.23%669,715 Aas of Jun 30, 2026
  1. Martin J. Vanderploeg's transaction reports restate only vehicles that traded; the 2021 ownership statement (1.82M) plus the 376.9K net shares acquired since is used instead.
  2. Jerome M. Behar's own ownership statement (13G, Mar 30, 2021) reports fewer shares than the transaction reports; the statement is used.
  3. Jeff D. Trom's transaction reports restate only vehicles that traded; the 2020 ownership statement (2.36M) less the 869.2K net shares sold since is used instead.

13F, as of Jun 30, 2026

317 holders · 50.02M shares · 65 new positions · 187 increased · 87 reduced · 71 closed

HolderShares% of companyChg q/qFiled
BlackRock, Inc.5.51M10.12%+870.4KAug 7, 2026
Vanguard Portfolio Management LLC4.05M7.44%+90.7KAug 13, 2026
Jericho Capital Asset Management L.P.3.48M6.40%+1.02MAug 14, 2026
Hotchkis & Wiley Capital Management LLC2.58M4.74%+898.3KAug 14, 2026
Vanguard Capital Management LLC2.29M4.20%+30.2KAug 13, 2026
FMR LLC1.70M3.12%−88.7KAug 13, 2026
State Street Corp1.48M2.71%+199.6KAug 7, 2026
Arrowstreet Capital, Limited Partnership1.42M2.61%+310.8KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.8.10%4.23M13GApr 24, 2025
Vanguard Portfolio Management7.51%4.00M13GApr 29, 2026
Jericho Capital Asset Management L.P.6.60%3.48M13GAug 14, 2026
Vanguard Capital Management5.12%2.69M13GJul 31, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 20, 2026
Brandon Zieglerofficer: EVP, CLO, CAO & Corp Secretary
Sale6,571$75.97126,216
Jun 4, 2026
Robert H. Herzdirector
Sale1,500$51.2337,372
May 29, 2026
Robert H. Herzdirector
Sale1,000$49.6934,802
Dec 10, 2025
Robert H. Herzdirector
Sale1,500$91.4435,802
Dec 10, 2025
David S. Mulcahydirector
Sale1,162$91.50240,373
Nov 26, 2025
David S. Mulcahydirector
Sale808$92.01241,535

House and Senate disclosures

Not reported.