Skip to content
Esta página está disponible en españolCambiar →
GestorLensSign up

Workiva (WK): which funds own it

Information Technology →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow WK for free
Share

Sections with a free account

8 concentrated managers hold it with a median weight of 0.3%.

Who owns Workiva?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: BlackRock (13G/A filed Nov 4, 2026), Vanguard Portfolio Management (13G filed Apr 29, 2026), Jericho Capital Asset Management (13G filed Aug 14, 2026) and Vanguard Capital Management (13G filed Jul 31, 2026). As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were BlackRock (10.5% of Class A), Vanguard Portfolio Management (7.7%) and Jericho Capital Asset Management (6.6%).

Which institutions hold the most Workiva shares?

Per Form 13F filings as of Jun 30, 2026, as a share of Class A:

  1. 1. BlackRock: 10.5%
  2. 2. Vanguard Portfolio Management: 7.7%
  3. 3. Jericho Capital Asset Management: 6.6%
  4. 4. Hotchkis & Wiley Capital Management: 4.9%
  5. 5. Vanguard Capital Management: 4.4%
  6. 6. FMR: 3.2%
  7. 7. State Street: 2.8%
  8. 8. Arrowstreet Capital, Limited Partnership: 2.7%
  9. 9. Geode Capital Management: 2.5%
  10. 10. Edmond De Rothschild Holding: 2.4%

How much of Workiva do institutions own?

The 305 institutions that file 13F reported 94.3% of the Class A shares as of Jun 30, 2026.

Sources:13G/A by BlackRock (Nov 4, 2026) ↗13G by Vanguard Portfolio Management (Apr 29, 2026) ↗13G by Jericho Capital Asset Management (Aug 14, 2026) ↗13G by Vanguard Capital Management (Jul 31, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (Apr 29, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Workiva revenue

Workiva reported annual revenue of $884.6 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
8
All 13F: 305
Consensus
24/100
across 8 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$48.51
-18.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (8 → 8): 1 opened · 1 exited = 0

Net flow in the quarter: +$1.5M (+31 K shares) · bought $56.6M and sold $55.1MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

The set of concentrated managers changed between quarters: with the set as it was then, 11 held it last quarter (the chart point); with today's set, 8 (the base for the change).

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of WK (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.

Profitability
Operating margin
3.3%
Net margin
4.9%
ROE
—
Growth
Revenue (TTM)
$966M
Revenue growth
19.7%
Net income (TTM)
$47.0M
Balance sheet
Net debt / EBITDA
−0.8x
Free cash flow (TTM)
$201M
Quality vs sector
52/100

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2025: 56.3 M

56.3 M0
20192025
1 year
+1.7%
3 years
+6.3%
5 years
+16.1%
Buybacks (FY 2025)
$71.6M
Share issuance
no data
Stock-based compensation
$123M13.9% of revenue
Dividends paid
no data

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

33.2% of net income does not come from operations.

Operating cash flow ÷ net income (12 months)
4.29
Interest coverage (operating income ÷ interest)
−3.3 timesnegative operating income
Debt due within 12 months
$71.8M0.09 times cash and investments

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • May 5, 2026Mediumfiling ↗

    Change of auditor (Item 4.01)

  • Jun 2, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Jan 28, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Workiva Announces Two New Appointments to Board of Directors»

  • Dec 10, 2025Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Workiva Appoints Barbara Larson as EVP & Chief Financial Officer to Drive Operational Excellence»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Information Technology stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Information Technology →

Follow WK for free

If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

Follow WK