- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 55,377,375
- Total 13F shares
- 10,863,531
- Share change
- +1,124,048
- Total reported value
- $196,947,612
- Price per share
- $18.13
- Number of holders
- 71
- Value change
- +$20,614,061
- Number of buys
- 39
- Number of sells
- 26
Quarterly Holders Quick Answers
What is CUSIP 98139A105?
CUSIP 98139A105 identifies WK - WORKIVA INC - Class A Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 98139A105:
Top shareholders of WK - WORKIVA INC - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| CADIAN CAPITAL MANAGEMENT, LP |
13F
|
Company |
4.5%
|
2,468,395
|
$33,718,000 | — | 30 Jun 2016 | |
| MORGAN STANLEY |
13F
|
Company |
3%
|
1,645,100
|
$22,473,000 | — | 30 Jun 2016 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.6%
|
895,140
|
$12,227,000 | — | 30 Jun 2016 | |
| BlackRock Fund Advisors |
13F
|
Company |
1%
|
572,164
|
$7,816,000 | — | 30 Jun 2016 | |
| FMR LLC |
13F
|
Company |
0.96%
|
530,457
|
$7,246,000 | — | 30 Jun 2016 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.89%
|
491,749
|
$6,717,000 | — | 30 Jun 2016 | |
| STATE STREET CORP |
13F
|
Company |
0.53%
|
290,973
|
$3,976,000 | — | 30 Jun 2016 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
0.45%
|
249,089
|
$3,403,000 | — | 30 Jun 2016 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.44%
|
242,324
|
$3,310,000 | — | 30 Jun 2016 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.42%
|
235,040
|
$3,210,000 | — | 30 Jun 2016 | |
| WASATCH ADVISORS LP |
13F
|
Company |
0.37%
|
202,730
|
$2,769,000 | — | 30 Jun 2016 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.34%
|
190,818
|
$2,607,000 | — | 30 Jun 2016 | |
| MAIRS & POWER INC |
13F
|
Company |
0.33%
|
183,023
|
$2,500,000 | — | 30 Jun 2016 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.27%
|
150,551
|
$2,056,000 | — | 30 Jun 2016 | |
| Trutina Financial LLC |
13F
|
Company |
0.25%
|
138,161
|
$1,887,000 | — | 30 Jun 2016 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.15%
|
84,273
|
$1,151,000 | — | 30 Jun 2016 | |
| Spark Investment Management LLC |
13F
|
Company |
0.15%
|
83,500
|
$1,140,000 | — | 30 Jun 2016 | |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
72,203
|
$986,000 | — | 30 Jun 2016 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.13%
|
70,127
|
$958,000 | — | 30 Jun 2016 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.12%
|
69,054
|
$943,000 | — | 30 Jun 2016 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.11%
|
63,615
|
$869,000 | — | 30 Jun 2016 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.11%
|
63,107
|
$860,000 | — | 30 Jun 2016 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.11%
|
62,060
|
$848,000 | — | 30 Jun 2016 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.1%
|
57,800
|
$790,000 | — | 30 Jun 2016 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.1%
|
54,716
|
$747,000 | — | 30 Jun 2016 | |
| MENTA CAPITAL LLC |
13F
|
Company |
0.1%
|
53,516
|
$731,000 | — | 30 Jun 2016 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.08%
|
46,068
|
$629,000 | — | 30 Jun 2016 | |
| BTC Capital Management, Inc. |
13F
|
Company |
0.08%
|
45,300
|
$619,000 | — | 30 Jun 2016 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
0.06%
|
35,236
|
$481,000 | — | 30 Jun 2016 | |
| STRS OHIO |
13F
|
Company |
0.06%
|
35,100
|
$479,000 | — | 30 Jun 2016 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.06%
|
34,675
|
$474,000 | — | 30 Jun 2016 | |
| North Star Investment Management Corp. |
13F
|
Company |
0.06%
|
31,680
|
$433,000 | — | 30 Jun 2016 | |
| Swiss National Bank |
13F
|
Company |
0.06%
|
31,521
|
$431,000 | — | 30 Jun 2016 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.06%
|
31,259
|
$427,000 | — | 30 Jun 2016 | |
| Calamos Advisors LLC |
13F
|
Company |
0.04%
|
24,900
|
$340,000 | — | 30 Jun 2016 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.04%
|
23,608
|
$321,000 | — | 30 Jun 2016 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.03%
|
16,759
|
$229,000 | — | 30 Jun 2016 | |
| METROPOLITAN LIFE INSURANCE CO/NY |
13F
|
Company |
0.03%
|
16,594
|
$227,000 | — | 30 Jun 2016 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.03%
|
16,147
|
$221,000 | — | 30 Jun 2016 | |
| UBS Group AG |
13F
|
Company |
0.03%
|
16,000
|
$219,000 | — | 30 Jun 2016 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.03%
|
15,723
|
$215,000 | — | 30 Jun 2016 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.03%
|
14,188
|
$194,000 | — | 30 Jun 2016 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.02%
|
12,647
|
$172,758 | — | 30 Jun 2016 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.02%
|
12,372
|
$169,000 | — | 30 Jun 2016 | |
| First PREMIER Bank |
13F
|
Company |
0.02%
|
11,507
|
$157,000 | — | 30 Jun 2016 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.02%
|
10,013
|
$137,000 | — | 30 Jun 2016 | |
| BLACKROCK ADVISORS LLC |
13F
|
Company |
0.02%
|
9,828
|
$134,000 | — | 30 Jun 2016 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.01%
|
6,600
|
$90,000 | — | 30 Jun 2016 | |
| Advisor Group, Inc. |
13F
|
Company |
0.01%
|
3,500
|
$47,000 | — | 30 Jun 2016 | |
| Legal & General Group Plc |
13F
|
Company |
0.01%
|
3,301
|
$42,000 | — | 30 Jun 2016 |
Institutional Holders of WORKIVA INC - Class A Common Stock (WK) as of Q3 2016
As of 30 Sep 2016,
WORKIVA INC - Class A Common Stock (WK) was held by
71 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,863,531 shares.
The largest 10 holders included
CADIAN CAPITAL MANAGEMENT, LP, MORGAN STANLEY, VANGUARD GROUP INC, FMR LLC, NEXT CENTURY GROWTH INVESTORS LLC, BlackRock Fund Advisors, STATE STREET CORP, BlackRock Institutional Trust Company, N.A., NORTHERN TRUST CORP, and Alyeska Investment Group, L.P..
This page lists
71
institutional shareholders reporting positions in this security
for the Q3 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2016 vs Q2 2016 Across Filers
Q2 2016 holders
59
Q3 2016 holders
71
Holder diff
12
| Investor | Q2 2016 Shares | Q3 2016 Shares | Share Diff | Share Chg % | Q2 2016 Value $ | Q3 2016 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.