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 Q3 2026

13F reference period

Q2 2026

Institutions Reporting

305

Shares (Excl. Options)

49.58MFull value: 49,578,817 · shares · 30 Jun 2026

Price

$48.51

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Class A common stock, par value $.001
Symbol
WK on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
49,578,817
Latest holder snapshot 5 signals
Total 13F value
$2,406,118,413
Portfolio coverage rank
0%
Share change
+785,149
Value change
-$20,424,768
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
$71.53
Insider filing price
$71.53
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

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 315 to 305 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $2.93BFull value: $2,925,240,653 · USD · 31 Mar 2026
    to
    $2.41BFull value: $2,406,118,413 · USD · 30 Jun 2026
    .

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

13F reference period

Q2 2026

13F holders

305

13D/G owners

7

CIK / CUSIP context first

Open Q2 2026 holders WK full holder history WORKIVA INC SEC filings WORKIVA INC company facts WORKIVA INC insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

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
49.58MFull value: 49,578,817 · shares · 30 Jun 2026
shares of WORKIVA INC - Class A common stock, par value $.001 (WK). This represents 94% of the company’s total
52.77MFull value: 52,765,379 · shares · Stored outstanding share count
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
48
Headline period
Q2 2026
Rows shown
1-25 of 48
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 1,044,239 $69,696,105 +$18,097,851 $66.57 70
2026 Q2 49,578,817 $2,406,118,413 -$20,424,768 $48.51 305
2026 Q1 48,955,052 $2,925,240,653 -$213,738,193 $59.63 315
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
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