Workiva Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 6.26 M | $539.84 M | -0.36% | 11.11% |
| BLACKROCK, INC. | 02/12/2026 | 4.44 M | $383.32 M | 1.77% | 7.89% |
| EMINENCE CAPITAL, LP | 02/17/2026 | 3.71 M | $319.66 M | -0.47% | 6.58% |
| UBS GROUP AG | 01/29/2026 | 2.20 M | $190.16 M | 183.35% | 3.91% |
| FMR LLC | 02/17/2026 | 1.39 M | $119.84 M | 13.48% | 2.47% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 1.29 M | $110.84 M | -5.66% | 2.29% |
| MORGAN STANLEY | 02/13/2026 | 1.27 M | $109.17 M | 21.06% | 2.25% |
| STATE STREET CORP | 02/13/2026 | 1.24 M | $106.91 M | -5.44% | 2.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.19 M | $102.84 M | -0.42% | 2.12% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.17 M | $100.93 M | 14.09% | 2.08% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 1.15 M | $99.48 M | -10.65% | 2.05% |
| CONESTOGA CAPITAL ADVISORS, LLC | 02/02/2026 | 1.08 M | $93.43 M | 8.74% | 1.92% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 1.05 M | $90.38 M | -29.74% | 1.86% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 02/17/2026 | 941.36 K | $81.19 M | -25.44% | 1.67% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 893.86 K | $77.10 M | 11.45% | 1.59% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 842.03 K | $72.63 M | -47.19% | 1.50% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 741.29 K | $63.94 M | -8.79% | 1.32% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 740.10 K | $63.83 M | 14,954.96% | 1.31% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 736.80 K | $63.55 M | 100.00% | 1.31% |
| MAIRS & POWER INC | 02/17/2026 | 727.99 K | $62.79 M | -3.84% | 1.29% |
| NORGES BANK | 02/10/2026 | 618.85 K | $53.38 M | 100.00% | 1.10% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 588.81 K | $50.78 M | 12.41% | 1.04% |
| BARCLAYS PLC | 02/13/2026 | 582.59 K | $50.25 M | 531.63% | 1.03% |
| IRENIC CAPITAL MANAGEMENT LP | 02/17/2026 | 552.01 K | $47.61 M | 11.07% | 0.98% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 522.30 K | $45.05 M | 179.18% | 0.93% |
| NORTHERN TRUST CORP | 02/17/2026 | 504.01 K | $43.47 M | -7.19% | 0.89% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 02/06/2026 | 502.40 K | $43.33 M | -2.16% | 0.89% |
| NUVEEN, LLC | 02/12/2026 | 499.99 K | $43.12 M | -8.62% | 0.89% |
| PEMBROKE MANAGEMENT, LTD | 02/12/2026 | 474.36 K | $40.91 M | 12.84% | 0.84% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 453.45 K | $39.11 M | -7.64% | 0.80% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 431.56 K | $37.22 M | -0.03% | 0.77% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 401.88 K | $34.66 M | -3.12% | 0.71% |
| CITADEL ADVISORS LLC | 02/17/2026 | 396.23 K | $34.17 M | 1,403.43% | 0.70% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 321.77 K | $27.75 M | -20.54% | 0.57% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2026 | 306.86 K | $26.47 M | -1.66% | 0.54% |
| JEFFERIES FINANCIAL GROUP INC. | 02/09/2026 | 300.72 K | $25.94 M | -13.29% | 0.53% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 299.90 K | $25.87 M | -8.06% | 0.53% |
| ROYAL BANK OF CANADA | 02/17/2026 | 297.31 K | $25.64 M | -0.08% | 0.53% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 288.25 K | $24.86 M | 3,302.79% | 0.51% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 279.04 K | $24.07 M | -32.03% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 232.79 K | $20.08 M | -1.95% | 0.41% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 225.18 K | $19.42 M | 953.84% | 0.40% |
| JAIN GLOBAL LLC | 02/17/2026 | 221.79 K | $19.13 M | 14.36% | 0.39% |
| ABRDN PLC | 01/16/2026 | 218.38 K | $18.84 M | -5.78% | 0.39% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 216.31 K | $18.66 M | -72.68% | 0.38% |
| BROWN CAPITAL MANAGEMENT LLC | 02/17/2026 | 208.49 K | $17.98 M | -54.81% | 0.37% |
| JANE STREET GROUP, LLC | 02/12/2026 | 194.53 K | $16.78 M | 100.00% | 0.35% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 02/10/2026 | 175.10 K | $15.10 M | 133.16% | 0.31% |
| LAKEHOUSE CAPITAL PTY LTD | 01/27/2026 | 151.99 K | $13.11 M | 100.00% | 0.27% |
| COMERICA BANK | 01/29/2026 | 151.32 K | $13.05 M | 28.79% | 0.27% |
Workiva Inc institutional Ownership - FAQ's
During the previous two years, 455 institutional investors and hedge funds held shares of Workiva Inc. The most heavily invested institutionals were:
UBS Group AG: 1.13 M
Conestoga Capital Advisors, LLC: 754,553
RIVERBRIDGE PARTNERS LLC: 651,243
Nuveen, LLC: 487,928
Bank of New York Mellon Corp: 227,426
Lakehouse Capital Pty Ltd: 184,108
88.88% of Workiva Inc stock is owned by institutional investors.
Institutional investors have bought a total of 56.56 M shares in the last 24 months. This purchase volume represents approximately $3.62 B in transactions.