$WK

$86.51 +$0.71 (0.83%) Close

$WK Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 55.6M shares outstanding

Who owns WK?

By type of holder

Institutions 88.1% Insiders 0.0% Everyone else 11.9%

Concentration Top 10 holders own 45.0%

BlackRock, Inc. 9.9% · Vanguard Portfolio Management LLC 7.3%

Institutional ownership

88.1%

+0.4 pts vs last qtr

Institutional holders

302

-12 vs last qtr

Net shares bought

+202.5K

by institutions in Q2 2026

New / sold out

62 / 74

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jericho Capital Asset Management L.P. +1.0M
Hotchkis & Wiley Capital Management LLC +898.3K

Biggest sellers in Q2 2026

Eminence Capital, LP SOLD OUT −2.5M
Hawk Ridge Capital Management LP SOLD OUT −1.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$49.3M

16 notices from 6 people

Shares covered

669.2K

1.20% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Matthew Rizai 10% stockholder $19.6M
Matthew Rizai 10% stockholder $15.2M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+21.5%

+3.30% a year

Each share's claim on the business

−17.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$71.6M vs $525M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years56% 3–5 years4% 1–3 years18% Under 1 year22%

Quarterly turnover

19.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WK on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.5M	9.90%	+870.4K (+18.8%)	≤2021	0.0%
Shares held by quarter Peak holding5.5M (Q2'26) Change over 8 quarters+441.5K Share of the company9.900% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	4.0M	7.27%	+90.7K (+2.3%)	≤2021	0.0%
Shares held by quarter Peak holding4.0M (Q2'26) Change over 8 quarters+4.0M Share of the company7.270% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

5.5M

% of company

9.90%

Change vs last qtr

+870.4K (+18.8%)

Held since

≤2021

Vanguard Portfolio Management LLC

4.0M

% of company

7.27%

Change vs last qtr

+90.7K (+2.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Workiva Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WK on Form N-PORT; together they hold 36.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$77.2M	1.6M	2.86%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$65.8M	1.4M	2.44%	0.08%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$77.2M

% of company

2.86%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$65.8M

% of company

2.44%

% of the fund

0.08%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Workiva Inc and how much of the fund the position is.

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