WK: Workiva Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | New 13G stake | Jericho Capital Asset Management L.P. | 6.60% | SEC | |
| 2026-07-31 | New 13G stake | Vanguard Capital Management | 5.12% | SEC |
Institutional ownership (Q2 2026)
306 institutions reported holding $2.33B of Workiva Inc on Form 13F (317 the quarter before). 58 opened a new position and 71 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 5,507,490 | $267.17M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,046,352 | $196.29M |
| Jericho Capital Asset Management L.P. | 3,482,515 | $168.94M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2,578,108 | $125.06M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,287,053 | $110.94M |
| FMR LLC | 1,697,045 | $82.32M |
| STATE STREET CORP | 1,475,546 | $71.58M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,420,426 | $68.90M |
| GEODE CAPITAL MANAGEMENT, LLC | 1,294,139 | $62.79M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1,268,192 | $61.52M |
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