Institutional shares held 43.4 Million
33.5K calls
80.2K puts
Total value of holdings $3.19B
$2.46M calls
$5.89M puts
Market Cap $3.6B
48,456,200 Shares Out.
Institutional ownership 89.54%
# of Institutions 338


Latest Institutional Activity in WK

Top Purchases

Q1 2025
Abacus Planning Group, Inc. Shares Held: 53K ($3.94M)
Q1 2025
Assenagon Asset Management S.A. Shares Held: 182K ($13.5M)
Q1 2025
Goodman Advisory Group, LLC Shares Held: 34.5K ($2.56M)
Q1 2025
Conestoga Capital Advisors, LLC Shares Held: 1.18M ($87.7M)
Q1 2025
Summit Global Investments Shares Held: 6.34K ($472K)

Top Sells

Q1 2025
Brown Advisory Inc Shares Held: 40.2K ($2.99M)
Q1 2025
Riverbridge Partners LLC Shares Held: 1.54M ($114M)
Q1 2025
Gamma Investing LLC Shares Held: 278 ($20.7K)
Q1 2025
Calamos Advisors LLC Shares Held: 10.7K ($793K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 173K ($12.9M)

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
426K Shares
From 15 Insiders
Grant, award, or other acquisition 288K shares
Bona fide gift 41.7K shares
Exercise of conversion of derivative security 84.2K shares
Open market or private purchase 12K shares
Sell / Disposition
265K Shares
From 15 Insiders
Open market or private sale 75.2K shares
Payment of exercise price or tax liability 139K shares
Bona fide gift 50.2K shares

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