Security Snapshot

WORKIVA INC - Class A common stock, par value $.001 (WK) Institutional Ownership

CUSIP: 98139A105

13F Institutional Holders and Ownership History from Q4 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

305

Shares (Excl. Options)

49,561,384

Price

$48.51

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+770,420
Value change
-$21,139,245
Number of holders
305
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
52,765,379
SEC-reported price per share
$58.54
Insider filing price
$58.54
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • WK - WORKIVA INC - Class A common stock, par value $.001 is tracked under CUSIP 98139A105.
  • 305 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 314 to 305 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $2,921,652,298 to $2,405,598,724.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 305 institutions filings for Q2 2026.

Open SEC evidence

Security key

98139A105

Latest holder period

Q2 2026

13F holders

305

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
WK
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
Jericho Capital Asset Management L.P. 6.6% $168,936,803 3,482,515 Jericho Capital Asset Management L.P. 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC 5.1% $130,700,008 2,694,290 Vanguard Capital Management 30 Jun 2026
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
EMINENCE CAPITAL, LP 4.8% -33% $131,941,388 -$63,023,481 2,519,889 -32% Eminence Capital, LP 31 Mar 2026
FMR LLC 3.4% -48% $121,707,447 -$100,241,466 1,778,049 -45% FMR LLC 30 Jun 2025

As of 30 Jun 2026, 305 institutional investors reported holding 49,561,384 shares of WORKIVA INC - Class A common stock, par value $.001 (WK). This represents 94% of the company’s total 52,765,379 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
70%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 10% 5,507,490 +19% 0% $267,168,330
VANGUARD PORTFOLIO MANAGEMENT LLC 7.7% 4,046,352 +2.3% 0.01% $196,288,536
Jericho Capital Asset Management L.P. 6.6% 3,482,515 +41% 1.4% $168,936,802
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4.9% 2,578,108 +53% 0.36% $125,064,019
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 2,287,053 +1.3% 0% $110,944,941
FMR LLC 3.2% 1,697,045 -5% 0% $82,323,673
STATE STREET CORP 2.8% 1,475,546 +16% 0% $71,578,736
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.7% 1,420,426 +28% 0.03% $68,904,865
GEODE CAPITAL MANAGEMENT, LLC 2.5% 1,294,139 +5.4% 0% $62,792,012
EDMOND DE ROTHSCHILD HOLDING S.A. 2.4% 1,268,192 +3.8% 0.81% $61,519,994
Squarepoint Ops LLC 2.4% 1,247,400 +111% 0.12% $60,511,374
FIRST TRUST ADVISORS LP 2.1% 1,126,475 +31% 0.03% $54,645,302
PRICE T ROWE ASSOCIATES INC /MD/ 1.8% 966,637 +79% 0% $46,892,000
FULLER & THALER ASSET MANAGEMENT, INC. 1.8% 943,485 +2.3% 0.12% $45,768,471
Topline Capital Management, LLC 1.7% 871,101 -17% 11% $42,257,110
MAIRS & POWER INC 1.6% 829,491 +16% 0.37% $40,238,608
BANK OF AMERICA CORP /DE/ 1.5% 804,184 +104% 0% $39,010,966
UBS Group AG 1.5% 787,654 -30% 0.01% $38,209,096
AQR CAPITAL MANAGEMENT LLC 1.4% 713,213 +112% 0.01% $34,597,963
Qube Research & Technologies Ltd 1.3% 699,733 +93% 0.04% $33,944,048
GOLDMAN SACHS GROUP INC 1.3% 669,715 -17% 0% $32,487,875
Irenic Capital Management LP 1% 552,010 0% 1.9% $26,778,005
NORTHERN TRUST CORP 1% 527,937 +9.4% 0% $25,610,223
MORGAN STANLEY 1% 526,629 +74% 0% $25,546,833
LOOMIS SAYLES & CO L P 0.92% 487,357 -5.4% 0.03% $23,641,688

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
47
Latest
Q2 2026
Rows shown
1-25 of 47
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 49,561,384 $2,405,598,724 -$21,139,245 $48.51 305
2026 Q1 48,894,875 $2,921,652,298 -$217,308,003 $59.63 314
2025 Q4 50,138,925 $4,324,091,253 +$100,016,403 $86.25 347
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
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