Institutional shares held 43.7 Million
20.7K calls
102K puts
Total value of holdings $2.91B
$1.38M calls
$6.78M puts
Market Cap $3.23B
48,456,200 Shares Out.
Institutional ownership 90.17%
# of Institutions 354


Latest Institutional Activity in WK

Top Purchases

Q2 2025
Abacus Planning Group, Inc. Shares Held: 53K ($3.53M)
Q2 2025
Harbor Capital Advisors, Inc. Shares Held: 16K ($1.07M)
Q2 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 6.97K ($465K)
Q2 2025
Hilltop National Bank Shares Held: 969 ($64.6K)
Q2 2025
Fortitude Family Office, LLC Shares Held: 5 ($333)

Top Sells

Q2 2025
Riverbridge Partners LLC Shares Held: 1.38M ($91.7M)
Q2 2025
Assenagon Asset Management S.A. Shares Held: 148K ($9.9M)
Q2 2025
Kopp Family Office, LLC Shares Held: 101K ($6.73M)
Q2 2025
Orser Capital Management, LLC Shares Held: 49K ($3.27M)
Q2 2025
Trust Point Inc. Shares Held: 6.87K ($458K)

About WK

Workiva Inc., together with its subsidiaries, provides cloud-based compliance and regulatory reporting solutions worldwide. The company offers Workiva platform that offers controlled collaboration, data linking, data integrations, granular permissions, process management, and full audit trail services; and provides tools that enables customers to connect data from enterprise resource planning, governance risk and compliance, human capital management, and customer relationship management systems, as well as from other third-party cloud and on-premise applications. It serves public and private companies, government agencies, and higher-education institutions. The company was founded in 2008 and is headquartered in Ames, Iowa.


Insider Transactions at WK

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
512K Shares
From 15 Insiders
Grant, award, or other acquisition 290K shares
Bona fide gift 126K shares
Exercise of conversion of derivative security 84.2K shares
Open market or private purchase 12K shares
Sell / Disposition
354K Shares
From 15 Insiders
Open market or private sale 79.6K shares
Payment of exercise price or tax liability 136K shares
Bona fide gift 138K shares

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