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Workiva

US · WK #2294 by market cap Listed 1970
71.53 +1.37 +1.95%
Live - 5344 symbols - heartbeat 348s ago · 2026-10-08 07:59
Pre-market 71.50 -0.04%
After-hours 71.53 0.00%
Market cap
3.89B
P/B
-40.10
EPS
-0.47
Reader sentiment Are you bullish or bearish on WK?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 3 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.3 percentage points.

Institutional ownership

Held by institutions
93.33% -0.25pp
Institutions
372 -3
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund68.70%
Hedge Fund17.63%
Individual/Insider9.87%
Public Company3.77%
Private Company1.53%
Government Pension Fund0.99%
Insurance Company0.53%

Top holders as of 2026-06-30

BlackRock 10.12% · 5.51M sh
Vanguard Portfolio Management, LLC 7.44% · 4.05M sh
Jericho Capital Asset Management L.P. 6.40% · 3.48M sh
Vanguard Capital Management, LLC 4.89% · 2.66M sh
Hotchkis and Wiley Capital Management, LLC 4.74% · 2.58M sh
Matthew Rizai 4.30% · 2.34M sh
Martin Vanderploeg 3.72% · 2.02M sh
FMR 3.12% · 1.70M sh
State Street Global Advisors 2.71% · 1.48M sh
Arrowstreet Capital, Limited Partnership 2.61% · 1.42M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 19 buys · 28 sells

NameRoleStake
Matthew Rizai Former Chief Executive Officer 4.30%
Martin Vanderploeg Non-Executive Chairperson 3.72%
Jeffrey Trom Former Chief Technology Officer 0.85%
Julie Iskow Chief Executive Officer 0.43%
Robert Herz Independent Director 0.14%
Brandon Ziegler Executive VP, Chief Legal Officer & Chief Administrative Officer 0.12%
Michael Crow Independent Director 0.09%
Suku Radia Independent Director 0.08%
Jill Klindt Former Executive VP, CFO, Chief Accounting Officer & Treasurer 0.08%
Michael Hawkins Executive Vice President of Sales 0.02%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-14 Martin Vanderploeg Non-Executive Chairperson Other Acquisition +60,000 --
2026-09-14 Martin Vanderploeg Non-Executive Chairperson Other Disposition -60,000 --
2026-08-31 Junko Swain Chief Accounting Officer Sale to Issuer -2,151 $76.70
2026-08-19 Brandon Ziegler Executive VP, Chief Legal Officer & Chief Administrative Officer Open Market Disposition -6,571 $75.97
2026-08-17 Martin Vanderploeg Non-Executive Chairperson Other Disposition -2,780 --
2026-06-03 Robert Herz Independent Director Open Market Disposition -1,500 $51.23
2026-05-31 Suku Radia Independent Director Other Acquisition +4,070 --
2026-05-31 Mark Peek Independent Director Other Acquisition +4,070 --
2026-05-31 Mark Peek Independent Director Initial Statement of Beneficial 0 --
2026-05-31 Martin Vanderploeg Non-Executive Chairperson Sale to Issuer -28,942 $52.83
2026-05-31 Martin Vanderploeg Non-Executive Chairperson Other Acquisition +4,070 --
2026-05-31 Michael Crow Independent Director Other Acquisition +4,070 --
2026-05-31 Richard Herren Independent Director Other Acquisition +4,070 --
2026-05-31 Robert Herz Independent Director Other Acquisition +4,070 --
2026-05-31 Astha Malik Independent Director Other Acquisition +4,070 --
2026-05-28 Robert Herz Independent Director Open Market Disposition -1,000 $49.69
2026-04-02 Julie Iskow Chief Executive Officer Sale to Issuer -7,578 $60.00
2026-03-01 Richard Herren Independent Director Other Acquisition +877 --
2026-02-28 Julie Iskow Chief Executive Officer Sale to Issuer -4,785 $61.58
2026-02-28 Julie Iskow Chief Executive Officer Other Acquisition +4,092 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:59:36 · For reference only, not investment advice and not tailored to your situation.