WK Institutional Ownership & Shareholders

WORKIVA INC (WK) is currently held by 309 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.42B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of WK tracked by InsiderSet, reporting ownership valued at approximately $267.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $460.48M, representing an estimated gain of +72.36% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed WK value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Jericho Capital Asset Management L.P., and several other long-term asset managers with concentrated positions in WORKIVA INC (WK).

This page ranks the largest institutional WK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

309

Total Reported Value

$2.42B

Largest Holder

Blackrock, Inc.

Largest Position

$267.17M

Insider Transactions (90d)

3

Latest Filing Quarter

Q2 2026

New Institutional Positions

46

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%5,507,490$267,168,330$460,481,239+$193,312,909+72.36%
Vanguard Portfolio Management Llc0.01%4,046,352$196,288,536$338,315,491+$142,026,955+72.36%
Jericho Capital Asset Management L.P.1.40%3,482,515$168,936,802$291,173,079+$122,236,277+72.36%
Hotchkis & Wiley Capital Management Llc0.36%2,578,108$125,064,019$215,555,610+$90,491,591+72.36%
Vanguard Capital Management Llc0.00%2,287,053$110,944,941$191,220,501+$80,275,560+72.36%
Fmr Llc0.00%1,697,045$82,323,673$141,889,932+$59,566,259+72.36%
State Street Corp0.00%1,475,546$71,578,736$123,370,401+$51,791,665+72.36%
Arrowstreet Capital, Limited Partnership0.03%1,420,426$68,904,865$118,761,818+$49,856,953+72.36%
Geode Capital Management, Llc0.00%1,294,139$62,792,012$108,202,962+$45,410,950+72.32%
Edmond De Rothschild Holding S.A.0.81%1,268,192$61,519,994$106,033,533+$44,513,539+72.36%
Squarepoint Ops Llc0.12%1,247,400$60,511,374$104,295,114+$43,783,740+72.36%
First Trust Advisors Lp0.03%1,126,475$54,645,302$94,184,575+$39,539,273+72.36%
Price T Rowe Associates Inc0.00%966,637$46,892,000$80,820,520+$33,928,520+72.35%
Fuller & Thaler Asset Management, Inc.0.12%943,485$45,768,471$78,884,781+$33,116,310+72.36%
Topline Capital Management, Llc10.96%871,101$42,257,110$72,832,755+$30,575,645+72.36%
Mairs & Power Growth FundAndrew R. Adams0.37%829,491$40,238,608$69,353,743+$29,115,135+72.36%
Bank Of America Corp0.00%804,184$39,010,966$67,237,824+$28,226,858+72.36%
Ubs Group Ag0.01%787,654$38,209,096$65,855,751+$27,646,655+72.36%
Aqr Capital Management Llc0.01%713,213$34,597,963$59,631,739+$25,033,776+72.36%
Qube Research & Technologies Ltd0.04%699,733$33,944,048$58,504,676+$24,560,628+72.36%
Goldman Sachs Group Inc0.00%669,715$32,487,875$55,994,871+$23,506,996+72.36%
Irenic Capital Management Lp1.93%552,010$26,778,005$46,153,556+$19,375,551+72.36%
Northern Trust Corp0.00%527,937$25,610,223$44,140,813+$18,530,590+72.36%
Morgan Stanley0.00%526,630$25,546,919$44,031,534+$18,484,615+72.36%
Loomis Sayles & Co L P0.03%487,357$23,641,688$40,747,919+$17,106,231+72.36%
Conestoga Capital Advisors, Llc0.49%467,432$22,675,126$39,081,990+$16,406,864+72.36%
Charles Schwab Investment Management Inc0.00%437,170$21,207,117$36,551,784+$15,344,667+72.36%
Riverbridge Partners Llc0.59%436,284$21,164,128$36,477,705+$15,313,577+72.36%
Vanguard Fiduciary Trust Co0.00%373,816$18,133,814$31,254,756+$13,120,942+72.36%
Citadel Advisors Llc0.01%349,937$16,975,443$29,258,233+$12,282,790+72.36%
Acadian Asset Management Llc0.02%340,141$16,485,000$28,439,189+$11,954,189+72.52%
Assenagon Asset Management S.A.0.02%243,991$16,242,481$20,400,088+$4,157,607+25.60%
Marshall Wace, Llp0.01%331,483$16,080,241$27,715,294+$11,635,053+72.36%
Two Sigma Investments, Lp0.01%320,421$15,543,623$26,790,400+$11,246,777+72.36%
Timessquare Capital Management, Llc0.23%319,434$15,495,743$26,707,877+$11,212,134+72.36%
Nuveen, Llc0.00%318,573$15,453,976$26,635,889+$11,181,913+72.36%
Susquehanna International Group, Llp0.01%284,628$13,807,304$23,797,747+$9,990,443+72.36%
Ranger Investment Management, L.P.0.82%266,945$12,949,502$22,319,271+$9,369,769+72.36%
Tetragon Partners Gp Ltd1.97%250,000$12,127,500$20,902,500+$8,775,000+72.36%
Russell Investments Group, Ltd.0.01%243,581$11,844,735$20,365,807+$8,521,072+71.94%
Janus Henderson Group Plc0.01%173,155$10,325,980$14,477,490+$4,151,510+40.20%
Bank Of New York Mellon Corp0.00%211,125$10,241,663$17,652,161+$7,410,498+72.36%
Susquehanna Fundamental Investments, Llc0.19%207,280$10,055,153$17,330,681+$7,275,528+72.36%
Man Group Plc0.02%194,813$9,450,379$16,288,315+$6,837,936+72.36%
Royal Bank Of Canada0.00%187,975$9,118,000$15,716,590+$6,598,590+72.37%
Brown Capital Management Llc1.62%128,497$8,554,045$10,743,634+$2,189,589+25.60%
Federated Hermes, Inc.0.01%176,026$8,539,022$14,717,534+$6,178,512+72.36%
Jpmorgan Chase & Co0.00%164,697$8,161,567$13,770,316+$5,608,749+68.72%
Ensign Peak Advisors, Inc0.01%134,977$8,048,679$11,285,427+$3,236,748+40.21%
Impax Asset Management Group Plc0.05%162,086$7,862,792$13,552,010+$5,689,218+72.36%
Showing 50 of 309

Frequently asked questions about WK

  • Who are the largest institutional holders of WK?

    The largest institutional holders of WK reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Jericho Capital Asset Management L.P., Hotchkis & Wiley Capital Management Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported WK position.

  • What is WK institutional ownership?

    This page tracks WK positions reported by institutional investment managers through SEC Form 13F. WORKIVA INC (WK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own WK?

    InsiderSet currently tracks 309 institutional managers reporting WK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WK shareholders.

  • How much WK stock do institutions own?

    Institutional investment managers disclosed approximately $2.42B in WK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was WK institutional ownership last updated?

    The latest WK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional WK holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WK position after the reporting date.

  • Are institutions buying or selling WK?

    Institutional buying and selling can be analyzed by comparing WK positions across consecutive 13F reporting periods. InsiderSet's WK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WK ownership changes.

  • How has WK institutional ownership changed over time?

    InsiderSet tracks WK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.