Security key
98139A105
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 12,145,885
- Total 13F value
- $190,085,546
- Share change
- +3,429,209
- Put/Call ratio
- 0%
- SEC-reported price per share
- $15.65
- Number of holders
- 69
- Value change
- +$54,486,768
- Number of buys
- 39
- Number of sells
- 30
- Shares outstanding
- 52,622,852
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2017
Institutions
69
Top holders
10
WK full security history
Ownership snapshot
Full 13F holder table
WORKIVA INC SEC filings
WORKIVA INC company facts
Broader feeds
Ownership snapshot
Top reported holders of WK - WORKIVA INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
William E. Oberndorf
Disclosed value leader
William E. Oberndorf
Comparable rows
15/15
Latest evidence
31 Dec 2016
13F
Lead comparable stake: 3.2%
Showing 1-6 of 15 holder rows.
Quick read
William E. Oberndorf leads the comparable SEC ownership view at 3.2%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens William E. Oberndorf's linked filing trail.
Comparable ownership
Top 5
William E. Oberndorf
3.2%
MORGAN STANLEY
2.4%
VANGUARD GROUP INC
2%
CADIAN CAPITAL MANAGEMENT, LP
1.6%
BlackRock Fund Advisors
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| William E. Oberndorf |
13F
Individual
|
3.2%
|
$23,299,000
1,706,976 shares
|
— | 31 Dec 2016 |
| MORGAN STANLEY |
13F
Company
|
2.4%
|
$17,478,000
1,280,479 shares
|
— | 31 Dec 2016 |
| VANGUARD GROUP INC |
13F
Company
|
2%
|
$14,291,000
1,047,041 shares
|
— | 31 Dec 2016 |
| CADIAN CAPITAL MANAGEMENT, LP |
13F
Company
|
1.6%
|
$11,757,000
861,287 shares
|
— | 31 Dec 2016 |
| BlackRock Fund Advisors |
13F
Company
|
1.3%
|
$9,573,000
701,314 shares
|
— | 31 Dec 2016 |
| BlackRock Institutional Trust Company, N.A. |
13F
Company
|
0.77%
|
$5,518,000
404,281 shares
|
— | 31 Dec 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
69
Shares
12,145,885
Rows available
69
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2017 vs Q1 2017 Across Filers
Q1 2017 holders
69
Q1 2017 holders
69
Holder diff
0
| Investor | Q1 2017 Shares | Q1 2017 Shares | Share Diff | Share Chg % | Q1 2017 value | Q1 2017 value | Value change | Value Chg % |
|---|