Workiva
- Market cap
- 3.89B
- P/E (TTM)i
- 85.15
- P/Bi
- -40.10
- EPSi
- -0.47
- Div yieldi
- 0.00%
- 52W posi
- 52%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- 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
AlignedInstitutions 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
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 19 buys · 28 sells
| Name | Role | Stake |
|---|---|---|
| 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
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 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.