Security Snapshot

WORKIVA INC - Class A Common Stock (WK) Institutional Ownership

CUSIP: 98139A105

13F Institutional Holders and Ownership History from Q4 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

342

Shares (Excl. Options)

50,081,704

Price

$86.25

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Type / Class
Equity / Class A Common Stock
Symbol
WK on NYSE
Shares outstanding
55,377,375
Price per share
$52.36
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
50,081,704
Total reported value
$4,319,155,942
% of total 13F portfolios
0.01%
Share change
+978,583
Value change
+$101,781,511
Number of holders
342
Price from insider filings
$52.36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • WK - WORKIVA INC - Class A Common Stock is tracked under CUSIP 98139A105.
  • 342 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 342 to 86 between Q4 2025 and Q1 2026.
  • Reported value moved from $4,319,155,942 to $257,618,927.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 342 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 98139A105?
CUSIP 98139A105 identifies WK - WORKIVA INC - Class A Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of WORKIVA INC - Class A Common Stock (WK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.1% $314,357,867 4,227,513 BlackRock, Inc. 31 Mar 2025
EMINENCE CAPITAL, LP 7.1% +40% $320,522,840 +$92,689,050 3,723,546 +41% Eminence Capital, LP 30 Sep 2025
RIZAI MATTHEW M 4.8% $220,543,719 2,658,114 Matthew M Rizai 31 Dec 2025
T. Rowe Price Investment Management, Inc. 4.9% -10% $173,630,202 -$20,406,588 2,536,599 -11% T. Rowe Price Investment Management, Inc. 30 Jun 2025
FMR LLC 3.4% -48% $121,707,447 -$100,241,466 1,778,049 -45% FMR LLC 30 Jun 2025

As of 31 Dec 2025, 342 institutional investors reported holding 50,081,704 shares of WORKIVA INC - Class A Common Stock (WK). This represents 90% of the company’s total 55,377,375 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WORKIVA INC - Class A Common Stock (WK) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 6,259,001 -0.36% 0.01% $539,838,836
BlackRock, Inc. 8% 4,444,264 +1.8% 0.01% $383,317,800
EMINENCE CAPITAL, LP 6.7% 3,706,152 -0.47% 5.1% $319,655,610
UBS Group AG 4% 2,204,792 +183% 0.04% $190,163,311
FMR LLC 2.5% 1,389,485 +13% 0.01% $119,843,087
NORDEA INVESTMENT MANAGEMENT AB 2.3% 1,290,923 -5.7% 0.1% $110,838,649
MORGAN STANLEY 2.3% 1,265,693 +21% 0.01% $109,166,107
STATE STREET CORP 2.2% 1,239,519 -5.4% 0% $106,908,514
GEODE CAPITAL MANAGEMENT, LLC 2.2% 1,192,149 -0.42% 0.01% $102,840,920
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.1% 1,170,160 +14% 0.3% $100,926,300
RIVERBRIDGE PARTNERS LLC 2.1% 1,153,427 -11% 1.9% $99,483,093
Conestoga Capital Advisors, LLC 2% 1,083,243 +8.7% 1.6% $93,429,709
PRICE T ROWE ASSOCIATES INC /MD/ 1.9% 1,047,893 -30% 0.01% $90,382,000
EDMOND DE ROTHSCHILD HOLDING S.A. 1.7% 941,355 -25% 1.2% $81,191,869
FULLER & THALER ASSET MANAGEMENT, INC. 1.6% 893,859 +11% 0.26% $77,095,341
T. Rowe Price Investment Management, Inc. 1.5% 842,025 -47% 0.05% $72,625,000
FIRST TRUST ADVISORS LP 1.3% 741,293 -8.8% 0.05% $63,936,521
Assenagon Asset Management S.A. 1.3% 740,102 +14955% 0.1% $63,833,798
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1.3% 736,799 0% 0.1% $63,549,000
MAIRS & POWER INC 1.3% 727,994 -3.8% 0.6% $62,789,483
NORGES BANK 1.1% 618,845 0.01% $53,375,381
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.1% 588,807 +12% 0.03% $50,784,604
BARCLAYS PLC 1.1% 582,586 +532% 0.02% $50,248,043
Irenic Capital Management LP 1% 552,010 +11% 6.2% $47,610,863
AQR CAPITAL MANAGEMENT LLC 0.94% 522,304 +179% 0.02% $45,048,722

Institutional Holders of WORKIVA INC - Class A Common Stock (WK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,235,510 $257,618,927 -$207,431,100 $59.63 86
2025 Q4 50,081,704 $4,319,155,942 +$101,781,511 $86.25 342
2025 Q3 48,587,167 $4,163,058,928 +$224,309,957 $86.08 307
2025 Q2 46,263,718 $3,165,792,812 -$47,189,787 $68.45 306
2025 Q1 46,707,266 $3,544,816,133 -$135,087,230 $75.91 325
2024 Q4 47,187,837 $5,167,508,309 +$118,041,546 $109.50 311
2024 Q3 46,021,860 $3,641,254,693 -$118,269,973 $79.12 289
2024 Q2 46,784,632 $3,414,995,554 -$65,312,041 $72.99 298
2024 Q1 47,470,544 $4,029,981,322 -$7,338,999 $84.80 298
2023 Q4 47,343,735 $4,806,780,876 +$70,067,134 $101.53 322
2023 Q3 46,234,797 $4,685,476,823 +$107,008,537 $101.34 329
2023 Q2 45,481,364 $4,623,643,504 +$50,798,236 $101.66 304
2023 Q1 45,307,166 $4,639,497,246 +$46,673,798 $102.41 307
2022 Q4 45,061,617 $3,783,927,720 +$76,339,112 $83.97 266
2022 Q3 43,870,292 $3,412,954,694 -$162,042,807 $77.80 256
2022 Q2 44,250,711 $2,920,048,617 -$38,904,730 $65.99 243
2022 Q1 44,341,592 $5,226,692,755 +$228,222,966 $118.00 286
2021 Q4 42,337,795 $5,523,529,617 -$3,842,648 $130.49 306
2021 Q3 41,607,010 $5,864,046,327 +$382,123,217 $140.96 274
2021 Q2 38,803,391 $4,320,596,918 +$210,565,143 $111.33 246
2021 Q1 36,991,995 $3,265,403,205 +$128,352,909 $88.26 229
2020 Q4 35,533,719 $3,255,858,746 +$234,038,409 $91.62 212
2020 Q3 32,959,415 $1,838,148,633 +$89,845,523 $55.76 184
2020 Q2 31,320,173 $1,675,718,712 +$161,415,932 $53.49 176
2020 Q1 28,893,008 $934,234,725 +$11,106,129 $32.33 139
2019 Q4 28,388,704 $1,193,832,077 +$10,540,636 $42.05 154
2019 Q3 28,033,059 $1,228,253,783 +$75,442,406 $43.83 172
2019 Q2 26,064,643 $1,514,131,112 +$193,480,702 $58.09 175
2019 Q1 23,399,414 $1,186,349,741 +$121,270,317 $50.70 158
2018 Q4 21,513,216 $771,860,142 +$30,757,117 $35.89 140
2018 Q3 20,465,312 $807,499,180 +$114,048,644 $39.50 134
2018 Q2 17,820,169 $434,967,727 -$27,267,128 $24.40 114
2018 Q1 18,972,383 $450,131,173 +$72,200,631 $23.70 106
2017 Q4 15,950,546 $341,381,425 +$50,152,189 $21.40 94
2017 Q3 14,737,954 $307,305,817 +$26,671,491 $20.85 80
2017 Q2 13,479,679 $256,791,283 +$26,705,444 $19.05 77
2017 Q1 12,145,885 $190,085,546 +$54,486,768 $15.65 69
2016 Q4 10,110,898 $138,006,858 -$14,828,058 $13.65 74
2016 Q3 10,863,531 $196,947,612 +$20,614,061 $18.13 71
2016 Q2 9,738,325 $133,018,547 +$13,472,422 $13.66 59
2016 Q1 8,919,735 $103,896,882 -$5,242,285 $11.65 57
2015 Q4 9,065,271 $159,327,142 -$560,950 $17.57 62
2015 Q3 9,112,553 $138,421,036 +$24,938,658 $15.19 49
2015 Q2 7,461,649 $103,197,753 +$8,467,499 $13.83 47
2015 Q1 6,838,872 $98,475,448 -$7,147,271 $14.40 34
2014 Q4 7,426,413 $99,514,000 +$99,246,000 $13.40 22
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