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
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
16 Aug 24	BuyUS$315,640	Martin Vanderploeg	Individual	4,000	US$78.91
15 Aug 24	SellUS$297,975	Brandon Ziegler	Individual	3,750	US$79.46
09 Aug 24	BuyUS$278,027	Martin Vanderploeg	Individual	3,710	US$74.94
09 Aug 24	BuyUS$21,927	Martin Vanderploeg	Individual	290	US$75.61
08 May 24	SellUS$279,815	Michael Hawkins	Individual	3,435	US$81.46
26 Feb 24	SellUS$206,837	Michael Hawkins	Individual	2,381	US$86.87

Insider Trading Volume

Insider Buying: WK insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WK?
Owner Type	Number of Shares	Ownership Percentage
General Public	1,701,898	3.07%
Individual Insiders	6,029,088	10.9%
Institutions	47,660,001	86%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.5%.

Top Shareholders

Top 25 shareholders own 70.28% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.3%	The Vanguard Group, Inc.	5,729,254	US$657.6m	7.47%	0.01%
9.34%	BlackRock, Inc.	5,176,217	US$594.1m	2.18%	0.01%
6.83%	FMR LLC	3,783,811	US$434.3m	6.16%	0.02%
4.67%	Matthew Rizai	2,589,375	US$297.2m	0%	no data
3.84%	T. Rowe Price Group, Inc.	2,127,353	US$244.2m	-1.87%	0.02%
3.77%	Macquarie Investment Management Business Trust	2,090,045	US$239.9m	-0.89%	0.27%
3.6%	Martin Vanderploeg	1,991,956	US$228.6m	0.99%	no data
3.16%	Riverbridge Partners, LLC	1,752,259	US$201.1m	-4.23%	2.46%
2.3%	JP Morgan Asset Management	1,271,524	US$145.9m	-17.7%	0.02%
2.15%	State Street Global Advisors, Inc.	1,192,459	US$136.9m	0.09%	no data
2.07%	Geode Capital Management, LLC	1,144,826	US$131.4m	3.16%	0.01%
1.85%	Conestoga Capital Advisors, LLC	1,024,709	US$117.6m	-13.8%	1.51%
1.85%	Columbia Management Investment Advisers, LLC	1,023,755	US$117.5m	-19.1%	0.03%
1.65%	Brown Capital Management, LLC	913,726	US$104.9m	-10.6%	1.39%
1.51%	Mairs and Power, Inc.	835,086	US$95.9m	6.6%	0.86%
1.51%	Jeffrey Trom	833,772	US$95.7m	0%	no data
1.44%	First Trust Advisors LP	800,047	US$91.8m	-2.27%	0.07%
1.31%	Loomis Sayles & Company, L.P.	728,375	US$83.6m	13.5%	0.1%
1.17%	Brown Advisory Incorporated	646,910	US$74.3m	-36.6%	0.09%
1.12%	Artisan Partners Limited Partnership	618,509	US$71.0m	-22%	0.05%
1.06%	UBS Asset Management AG	586,956	US$67.4m	-0.09%	0.01%
1.01%	Northern Trust Global Investments	557,833	US$64.0m	-2.42%	0.01%
0.91%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	505,968	US$58.1m	38%	0.01%
0.91%	Ranger Investment Management, L.P.	502,023	US$57.6m	89.8%	3.52%
0.9%	Groupama Asset Management SA	500,000	US$57.4m	0%	0.42%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:01
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

Workiva Inc. is covered by 16 analysts. 10 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