Workiva Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 May 25	SellUS$521,568	Jill Klindt	Individual	7,773	US$67.10
14 Mar 25	SellUS$221,690	Robert Herz	Individual	2,500	US$88.70
13 Mar 25	SellUS$772,503	Michael Hawkins	Individual	8,992	US$85.91
07 Mar 25	SellUS$890,266	Michael Hawkins	Individual	10,421	US$85.43
07 Mar 25	SellUS$475,629	Jill Klindt	Individual	5,593	US$85.04
07 Mar 25	SellUS$352,738	Brandon Ziegler	Individual	4,115	US$85.72
11 Nov 24	SellUS$755,726	Robert Herz	Individual	7,977	US$94.77
11 Nov 24	SellUS$2,439,410	Suku Radia	Individual	25,678	US$95.00
13 Sep 24	SellUS$205,971	Michael Hawkins	Individual	2,761	US$74.60
11 Sep 24	BuyUS$280,243	Martin Vanderploeg	Individual	4,000	US$70.81

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WK?
Owner Type	Number of Shares	Ownership Percentage
General Public	3,545,629	6.33%
Individual Insiders	5,918,457	10.6%
Institutions	46,551,495	83.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.37% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.1%	The Vanguard Group, Inc.	6,235,063	US$503.5m	4.93%	0.01%
9.24%	BlackRock, Inc.	5,173,196	US$417.7m	-1.5%	0.01%
4.84%	Matthew Rizai	2,712,584	US$219.0m	0%	no data
4.73%	Eminence Capital, LP	2,646,768	US$213.7m	210%	2.49%
4.62%	T. Rowe Price Group, Inc.	2,585,893	US$208.8m	-10.2%	0.02%
3.77%	Martin Vanderploeg	2,113,994	US$170.7m	18.2%	no data
3.02%	FMR LLC	1,693,272	US$136.7m	-38%	0.01%
2.46%	Riverbridge Partners, LLC	1,375,867	US$111.1m	-10.5%	1.72%
2.36%	State Street Global Advisors, Inc.	1,321,319	US$106.7m	0.92%	no data
2.31%	Edmond de Rothschild Asset Management (France)	1,295,497	US$104.6m	0%	0.99%
2.15%	Geode Capital Management, LLC	1,207,108	US$97.5m	0.34%	0.01%
2.09%	Conestoga Capital Advisors, LLC	1,170,311	US$94.5m	-0.75%	1.34%
1.72%	First Trust Advisors LP	964,347	US$77.9m	0.38%	0.05%
1.72%	Macquarie Investment Management Business Trust	961,753	US$77.7m	-35.4%	0.1%
1.62%	Nordea Investment Management, AB	907,861	US$73.3m	-2.93%	0.04%
1.35%	UBS Asset Management AG	757,931	US$61.2m	20.6%	no data
1.35%	Mairs and Power, Inc.	757,819	US$61.2m	2.57%	0.55%
1.25%	Brown Capital Management, LLC	702,007	US$56.7m	0.94%	0.99%
1.15%	Loomis Sayles & Company, L.P.	644,631	US$52.1m	-19.1%	0.06%
1.05%	Norges Bank Investment Management	587,735	US$47.5m	7.84%	no data
1%	Northern Trust Global Investments	560,658	US$45.3m	-5.4%	0.01%
0.91%	Columbia Management Investment Advisers, LLC	509,333	US$41.1m	-0.74%	0.01%
0.88%	Arrowstreet Capital, Limited Partnership	493,180	US$39.8m	-20.6%	0.03%
0.82%	Jeffrey Trom	461,383	US$37.3m	0%	no data
0.82%	TimesSquare Capital Management, LLC	459,586	US$37.1m	-2.81%	0.49%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/08/28 13:22
End of Day Share Price	2025/08/28 00:00
Earnings	2025/06/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Workiva Inc. is covered by 19 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Oliver	Baird
Ishan Majumdar	Baptista Research
Daniel Jester	BMO Capital Markets Equity Research