Workiva Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 6.28 M | $540.70 M | 0.74% | 11.19% |
| BLACKROCK, INC. | 11/12/2025 | 4.37 M | $375.92 M | -15.58% | 7.78% |
| EMINENCE CAPITAL, LP | 11/14/2025 | 3.72 M | $320.52 M | 40.68% | 6.63% |
| MACQUARIE GROUP LTD | 11/13/2025 | 1.74 M | $133.12 M | 81.27% | 3.10% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.59 M | $137.25 M | -37.14% | 2.84% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 1.49 M | $128.38 M | 2,925.57% | 2.66% |
| NORDEA INVESTMENT MANAGEMENT AB | 10/27/2025 | 1.37 M | $115.59 M | 50.73% | 2.44% |
| STATE STREET CORP | 11/14/2025 | 1.31 M | $112.84 M | -0.79% | 2.33% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 1.29 M | $111.12 M | -6.18% | 2.30% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 11/13/2025 | 1.26 M | $108.68 M | -2.54% | 2.25% |
| FMR LLC | 11/13/2025 | 1.22 M | $105.40 M | -27.70% | 2.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.20 M | $103.07 M | -0.82% | 2.13% |
| MORGAN STANLEY | 11/14/2025 | 1.05 M | $90.00 M | 258.76% | 1.86% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.03 M | $88.29 M | 100.00% | 1.83% |
| CONESTOGA CAPITAL ADVISORS, LLC | 10/24/2025 | 996.19 K | $85.75 M | -14.88% | 1.77% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 812.76 K | $69.96 M | -15.72% | 1.45% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 802.05 K | $69.04 M | 100.00% | 1.43% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 791.65 K | $68.14 M | 100.00% | 1.41% |
| UBS GROUP AG | 11/13/2025 | 778.12 K | $66.98 M | 40.79% | 1.39% |
| MAIRS & POWER INC | 11/14/2025 | 757.06 K | $65.17 M | -0.10% | 1.35% |
| NUVEEN, LLC | 11/12/2025 | 547.14 K | $47.10 M | -4.65% | 0.97% |
| NORTHERN TRUST CORP | 11/14/2025 | 543.03 K | $46.74 M | -3.14% | 0.97% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 523.81 K | $45.09 M | 6.21% | 0.93% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/07/2025 | 513.50 K | $44.20 M | 11.73% | 0.91% |
| GROUPAMA ASSET MANAGMENT | 12/01/2025 | 500.00 K | $494.41 K | 0.00% | 0.89% |
| IRENIC CAPITAL MANAGEMENT LP | 11/14/2025 | 497.01 K | $42.78 M | 100.00% | 0.89% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 490.94 K | $42.26 M | -23.84% | 0.87% |
| BROWN CAPITAL MANAGEMENT LLC | 11/04/2025 | 461.36 K | $39.71 M | -34.28% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 431.69 K | $37.16 M | -0.68% | 0.77% |
| PEMBROKE MANAGEMENT, LTD | 10/28/2025 | 420.36 K | $36.18 M | 100.00% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 414.81 K | $35.71 M | -1.00% | 0.74% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 410.51 K | $35.34 M | -3.37% | 0.73% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 404.93 K | $34.86 M | -20.50% | 0.72% |
| JPMORGAN CHASE & CO | 11/26/2025 | 387.62 K | $33.37 M | -14.57% | 0.69% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 371.22 K | $31.95 M | 100.00% | 0.66% |
| JEFFERIES FINANCIAL GROUP INC. | 11/13/2025 | 346.81 K | $29.85 M | 105.15% | 0.62% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 326.18 K | $28.08 M | 5.65% | 0.58% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/05/2025 | 312.05 K | $26.86 M | 39.54% | 0.56% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 298.13 K | $25.66 M | 36.34% | 0.53% |
| ROYAL BANK OF CANADA | 11/14/2025 | 297.56 K | $25.62 M | 2.50% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 237.43 K | $20.44 M | -28.79% | 0.42% |
| ABRDN PLC | 11/07/2025 | 231.77 K | $19.75 M | 5.29% | 0.41% |
| ALGERT GLOBAL LLC | 11/14/2025 | 229.56 K | $19.76 M | 288.29% | 0.41% |
| JAIN GLOBAL LLC | 11/14/2025 | 193.94 K | $16.69 M | 26.00% | 0.35% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 187.08 K | $16.10 M | 85.85% | 0.33% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 163.40 K | $14.07 M | -10.10% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 160.10 K | $13.78 M | -3.87% | 0.29% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 156.03 K | $13.43 M | 12.35% | 0.28% |
| AXA INVESTMENT MANAGERS S.A. | 11/14/2025 | 153.10 K | $13.18 M | 100.00% | 0.27% |
| TFG ASSET MANAGEMENT GP LTD | 11/14/2025 | 150.00 K | $12.91 M | 0.00% | 0.27% |
Workiva Inc. institutional Ownership - FAQ's
During the previous two years, 432 institutional investors and hedge funds held shares of Workiva Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 6.28 M
BlackRock, Inc.: 4.37 M
EMINENCE CAPITAL, LP: 3.72 M
MACQUARIE GROUP LTD: 1.74 M
T. Rowe Price Investment Management, Inc.: 1.59 M
PRICE T ROWE ASSOCIATES INC /MD/: 1.49 M
87.49% of Workiva Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 58.64 M shares in the last 24 months. This purchase volume represents approximately $5.15 B in transactions.