Workiva Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 5.51 M | $267.17 M | 18.77% | 9.90% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.05 M | $196.29 M | 2.29% | 7.27% |
| JERICHO CAPITAL ASSET MANAGEMENT L.P. | 08/14/2026 | 3.48 M | $168.94 M | 41.24% | 6.26% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.58 M | $125.06 M | 53.48% | 4.63% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.29 M | $110.94 M | 1.34% | 4.11% |
| FMR LLC | 08/13/2026 | 1.70 M | $82.32 M | -4.97% | 3.05% |
| STATE STREET CORP | 09/22/2026 | 1.48 M | $71.58 M | 15.65% | 2.59% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.42 M | $68.90 M | 28.01% | 2.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.29 M | $62.79 M | 5.45% | 2.33% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 08/10/2026 | 1.27 M | $61.52 M | 3.82% | 2.28% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 1.25 M | $60.51 M | 110.71% | 2.24% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.13 M | $54.65 M | 30.54% | 2.02% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 966.64 K | $46.89 M | 79.33% | 1.74% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 943.49 K | $45.77 M | 2.31% | 1.70% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 871.10 K | $42.26 M | -17.05% | 1.57% |
| MAIRS & POWER INC | 08/14/2026 | 829.49 K | $40.24 M | 15.91% | 1.49% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 804.18 K | $39.01 M | 103.62% | 1.45% |
| UBS GROUP AG | 08/13/2026 | 787.65 K | $38.21 M | -30.17% | 1.42% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 713.21 K | $34.60 M | 112.08% | 1.28% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 699.73 K | $33.94 M | 92.59% | 1.26% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 669.72 K | $32.49 M | -17.48% | 1.20% |
| IRENIC CAPITAL MANAGEMENT LP | 08/14/2026 | 552.01 K | $26.78 M | 0.00% | 0.99% |
| NORTHERN TRUST CORP | 08/13/2026 | 527.94 K | $25.61 M | 9.40% | 0.95% |
| MORGAN STANLEY | 08/13/2026 | 526.63 K | $25.55 M | 74.22% | 0.95% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 487.36 K | $23.64 M | -5.36% | 0.88% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/24/2026 | 467.43 K | $22.68 M | -38.05% | 0.84% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 437.17 K | $21.21 M | 2.34% | 0.79% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 437.17 K | $21.21 M | 100.00% | 0.79% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 436.28 K | $21.16 M | -33.01% | 0.78% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 373.82 K | $18.13 M | 3.69% | 0.67% |
| CITADEL ADVISORS LLC | 09/02/2026 | 349.94 K | $16.98 M | -49.45% | 0.63% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 340.14 K | $16.49 M | 1,654.48% | 0.61% |
| MARSHALL WACE, LLP | 08/13/2026 | 331.48 K | $16.08 M | 4,908.81% | 0.60% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 320.42 K | $15.54 M | 34.38% | 0.58% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/07/2026 | 319.43 K | $15.50 M | -28.44% | 0.57% |
| NUVEEN, LLC | 08/11/2026 | 318.57 K | $15.45 M | -34.71% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 284.63 K | $13.81 M | 986.41% | 0.51% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/13/2026 | 266.95 K | $12.95 M | -21.99% | 0.48% |
| TETRAGON PARTNERS GP LTD | 08/13/2026 | 250.00 K | $12.13 M | 0.00% | 0.45% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 243.58 K | $11.84 M | 112.25% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 211.13 K | $10.24 M | -7.17% | 0.38% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 08/14/2026 | 207.28 K | $10.06 M | 100.00% | 0.37% |
| MAN GROUP PLC | 08/14/2026 | 194.81 K | $9.45 M | 115.01% | 0.35% |
| ROYAL BANK OF CANADA | 08/14/2026 | 187.98 K | $9.12 M | -15.83% | 0.34% |
| FEDERATED HERMES, INC. | 08/12/2026 | 176.03 K | $8.54 M | 46.43% | 0.32% |
| JPMORGAN CHASE & CO | 08/12/2026 | 164.70 K | $8.16 M | -13.78% | 0.30% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 08/11/2026 | 162.09 K | $7.86 M | 0.00% | 0.29% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 160.79 K | $7.80 M | 18.37% | 0.29% |
| XTX TOPCO LTD | 08/14/2026 | 159.96 K | $7.76 M | 912.27% | 0.29% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 08/11/2026 | 158.00 K | $7.66 M | 0.00% | 0.28% |
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Workiva Inc institutional Ownership - FAQ's
During the previous two years, 485 institutional investors and hedge funds held shares of Workiva Inc. The most heavily invested institutionals were:
TimesSquare Capital Management, LLC: 282,464
Assenagon Asset Management S.A.: 243,991
Lakehouse Capital Pty Ltd: 199,776
DIMENSIONAL FUND ADVISORS LP: 156,430
BROWN CAPITAL MANAGEMENT LLC: 128,497
HARBOR CAPITAL ADVISORS, INC.: 90,500
87.93% of Workiva Inc stock is owned by institutional investors.
Institutional investors have bought a total of 68.81 M shares in the last 24 months. This purchase volume represents approximately $4.41 B in transactions.