WKNYSEServices-Prepackaged SoftwareFiscal year ends December 31
WORKIVA INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$76.73+1.42 (+1.89%)
Close on Oct 19, 2026
- Market cap
- $4.30B
- P/E (TTM)
- 92.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.3%
50M of 54M shares
Institutional holders
306
64 new, 70 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $943.56K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,227,513 | 8.10% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 3,999,817 | 7.51% | 13G (passive) | Mar 31, 2026 |
| Jericho Capital Asset Management L.P. | 3,482,515 | 6.60% | 13G (passive) | Jun 30, 2026 |
| Abigail P. Johnson | 3,242,497 | 6.30% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 2,694,290 | 5.12% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,507,490 | 10.12% | $267.17M | +870,420 | 0.00% |
| Vanguard Portfolio Management LLC | 4,046,352 | 7.44% | $196.29M | +90,685 | 0.01% |
| Jericho Capital Asset Management L.P. | 3,482,515 | 6.40% | $168.94M | +1,016,770 | 1.40% |
| Hotchkis & Wiley Capital Management LLC | 2,578,108 | 4.74% | $125.06M | +898,320 | 0.36% |
| Vanguard Capital Management LLC | 2,287,053 | 4.20% | $110.94M | +30,150 | 0.00% |
| FMR LLC | 1,697,045 | 3.12% | $82.32M | −88,678 | 0.00% |
| State Street Corp | 1,475,546 | 2.71% | $71.58M | +199,623 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,420,426 | 2.61% | $68.90M | +310,780 | 0.03% |
| Geode Capital Management, LLC | 1,294,139 | 2.38% | $62.79M | +66,830 | 0.00% |
| Edmond De Rothschild Holding S.A. | 1,268,192 | 2.33% | $61.52M | +46,631 | 0.81% |
| Squarepoint Ops LLC | 1,247,400 | 2.29% | $60.51M | +655,396 | 0.07% |
| First Trust Advisors LP | 1,126,475 | 2.07% | $54.65M | +263,539 | 0.03% |
| Price T Rowe Associates Inc /Md/ | 966,637 | 1.78% | $46.89K | +427,595 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 943,485 | 1.73% | $45.77M | +21,318 | 0.12% |
| Topline Capital Management, LLC | 871,101 | 1.60% | $42.26M | −178,989 | 10.96% |
| Mairs & Power Inc | 829,491 | 1.52% | $40.24M | +113,851 | 0.37% |
| Bank Of America Corp /De/ | 804,184 | 1.48% | $39.01M | +409,243 | 0.00% |
| UBS Group AG | 787,654 | 1.45% | $38.21M | −340,334 | 0.00% |
| Aqr Capital Management LLC | 713,213 | 1.31% | $34.60M | +376,920 | 0.01% |
| Qube Research & Technologies Ltd | 699,733 | 1.29% | $33.94M | +336,400 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 306 | 50M | 91.3% | 64 / 119 | 87 / 70 | 10M | 9M |
| Q1 2026 | 315 | 49M | 89.9% | 48 / 110 | 119 / 75 | 17M | 13M |
| Q4 2025 | 348 | 51M | 94.4% | 75 / 113 | 112 / 32 | 10M | 7M |
| Q3 2025 | 313 | 49M | 90.0% | 55 / 103 | 109 / 51 | 11M | 8M |
| Q2 2025 | 312 | 47M | 85.6% | 38 / 101 | 130 / 53 | 7M | 7M |
| Q1 2025 | 329 | 47M | 87.0% | 64 / 124 | 97 / 45 | 7M | 7M |
| Q4 2024 | 315 | 47M | 86.8% | 60 / 97 | 113 / 37 | 5M | 5M |
| Q3 2024 | 294 | 47M | 87.2% | 37 / 90 | 124 / 40 | 9M | 6M |
| Q2 2024 | 300 | 49M | 89.1% | 44 / 111 | 110 / 41 | 3M | 4M |
| Q1 2024 | 302 | 50M | 91.4% | 35 / 110 | 122 / 55 | 4M | 4M |
| Q4 2023 | 324 | 49M | 90.3% | 37 / 115 | 125 / 40 | 5M | 2M |
| Q3 2023 | 332 | 46M | 84.7% | 53 / 109 | 114 / 25 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,591,536 | 2.92% | $77.21M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,356,419 | 2.49% | $65.80M | 0.08% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,239,337 | 2.28% | $61.69M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,143,332 | 2.10% | $55.46M | 0.03% | Jun 30, 2026 |
| First Trust Cloud Computing ETF | 972,121 | 1.79% | $47.16M | 1.73% | Jun 30, 2026 |
| Hotchkis and Wiley Small Cap Value Fund | 823,400 | 1.51% | $39.94M | 4.90% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 768,351 | 1.41% | $45.95M | 0.52% | Jul 31, 2026 |
| American Beacon Small Cap Value Fund | 713,500 | 1.31% | $42.67M | 1.14% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 661,523 | 1.22% | $32.09M | 0.07% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 610,600 | 1.12% | $29.62M | 0.48% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 603,225 | 1.11% | $29.26M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 567,671 | 1.04% | $33.95M | 0.10% | Jul 31, 2026 |
| Mairs & Power Fund | 545,114 | 1.00% | $26.44M | 0.48% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 480,516 | 0.88% | $23.31M | 0.15% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 460,993 | 0.85% | $22.95M | 0.42% | May 29, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Julie Iskow | President & CEO, Director | 460,530 | 0.85% | Apr 6, 2026 |
| Junko Swain | SVP, Chief Accounting Officer | 28,830 | 0.05% | Sep 2, 2026 |
| Brandon Ziegler | EVP, CLO, CAO & Corp Secretary | 126,216 | 0.23% | Aug 21, 2026 |
| Barbara A. Larson | EVP, CFO & Treasurer | 141,103 | 0.26% | Feb 3, 2026 |
| Jill Klindt | EVP, CFO & Treasurer | 107,581 | 0.20% | May 27, 2025 |
| Michael D. Hawkins | EVP, Sales | 52,306 | 0.10% | Mar 14, 2025 |
| Martin J. Vanderploeg | Director | 1,931,212 | 3.55% | Sep 16, 2026 |
| Robert H. Herz | Director | 74,181 | 0.14% | Jun 8, 2026 |
| Michael M. Crow | Director | 53,620 | 0.10% | Jun 3, 2026 |
| Mark S. Peek | Director | 2,000 | 0.00% | Jun 3, 2026 |
| Richard Scott Herren | Director | 4,947 | 0.01% | Jun 3, 2026 |
| Astha Malik | Director | 7,288 | 0.01% | Jun 3, 2026 |
| Suku V. Radia | Director | 45,442 | 0.08% | Jun 3, 2026 |
| David S. Mulcahy | Director | 240,373 | 0.44% | Dec 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Junko Swain SVP, Chief Accounting Officer | Sep 1, 2026 | Tax withholding | −2,151 | $76.70 | $164.98K | 28,830 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Aug 20, 2026 | Sale | −6,571 | $75.97 | $499.20K | 126,216 |
| Martin J. Vanderploeg Director | Aug 18, 2026 | Gift | −2,780 | – | – | 437,105 |
| Robert H. Herz Director | Jun 4, 2026 | Sale | −1,500 | $51.23 | $76.85K | 37,372 |
| Mark S. Peek Director | Jun 1, 2026 | Award | +4,070 | – | – | 6,070 |
| Richard Scott Herren Director | Jun 1, 2026 | Award | +4,070 | – | – | 4,947 |
| Robert H. Herz Director | Jun 1, 2026 | Award | +4,070 | – | – | 38,872 |
| Astha Malik Director | Jun 1, 2026 | Award | +4,070 | – | – | 7,288 |
| Michael M. Crow Director | Jun 1, 2026 | Award | +4,070 | – | – | 7,288 |
| Martin J. Vanderploeg Director | Jun 1, 2026 | Award | +4,070 | – | – | 292,275 |
| Martin J. Vanderploeg Director | Jun 1, 2026 | Tax withholding | −28,942 | $52.83 | $1.53M | 288,205 |
| Suku V. Radia Director | Jun 1, 2026 | Award | +4,070 | – | – | 15,643 |
| Robert H. Herz Director | May 29, 2026 | Sale | −1,000 | $49.69 | $49.69K | 34,802 |
| Julie Iskow President & CEO, Director | Apr 3, 2026 | Tax withholding | −7,578 | $60.00 | $454.68K | 460,530 |
| Richard Scott Herren Director | Mar 2, 2026 | Award | +877 | – | – | 877 |
| Julie Iskow President & CEO, Director | Mar 1, 2026 | Tax withholding | −2,577 | $61.58 | $158.69K | 468,108 |
| Julie Iskow President & CEO, Director | Mar 1, 2026 | Award | +4,092 | – | – | 472,893 |
| Julie Iskow President & CEO, Director | Mar 1, 2026 | Tax withholding | −2,208 | $61.58 | $135.97K | 470,685 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Feb 11, 2026 | Tax withholding | −8,730 | $64.95 | $567.01K | 132,640 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Feb 11, 2026 | Award | +3,803 | – | – | 141,370 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Feb 11, 2026 | Award | +7,340 | – | – | 137,567 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Feb 11, 2026 | Award | +5,954 | – | – | 130,227 |
| Julie Iskow President & CEO, Director | Feb 11, 2026 | Tax withholding | −26,166 | $64.95 | $1.70M | 468,801 |
| Julie Iskow President & CEO, Director | Feb 11, 2026 | Award | +13,135 | – | – | 459,605 |
| Julie Iskow President & CEO, Director | Feb 11, 2026 | Award | +20,972 | – | – | 480,577 |
| Julie Iskow President & CEO, Director | Feb 11, 2026 | Award | +14,390 | – | – | 494,967 |
| Junko Swain SVP, Chief Accounting Officer | Feb 11, 2026 | Award | +771 | – | – | 31,208 |
| Junko Swain SVP, Chief Accounting Officer | Feb 11, 2026 | Tax withholding | −374 | $64.95 | $24.29K | 30,834 |
| Julie Iskow President & CEO, Director | Feb 3, 2026 | Tax withholding | −18,115 | $72.00 | $1.30M | 446,470 |
| Junko Swain SVP, Chief Accounting Officer | Feb 3, 2026 | Tax withholding | −650 | $72.00 | $46.80K | 30,437 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Feb 3, 2026 | Tax withholding | −4,531 | $72.00 | $326.23K | 124,273 |
| Julie Iskow President & CEO, Director | Feb 2, 2026 | Award | +128,038 | $76.54 | $9.80M | 464,585 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Feb 2, 2026 | Award | +33,839 | $76.54 | $2.59M | 128,804 |
| Barbara A. Larson EVP, CFO & Treasurer | Feb 2, 2026 | Award | +141,103 | $76.54 | $10.80M | 141,103 |
| Junko Swain SVP, Chief Accounting Officer | Feb 2, 2026 | Award | +6,859 | $76.54 | $524.99K | 31,087 |
| Julie Iskow President & CEO, Director | Feb 1, 2026 | Tax withholding | −23,460 | $77.02 | $1.81M | 336,547 |
| Brandon Ziegler EVP, CLO, CAO & Corp Secretary | Feb 1, 2026 | Tax withholding | −8,838 | $77.02 | $680.70K | 94,965 |
| Martin J. Vanderploeg Director | Feb 1, 2026 | Tax withholding | −560 | $77.02 | $43.13K | 317,147 |
| Junko Swain SVP, Chief Accounting Officer | Feb 1, 2026 | Tax withholding | −618 | $77.02 | $47.60K | 24,228 |
| David S. Mulcahy Director | Dec 10, 2025 | Sale | −1,162 | $91.50 | $106.32K | 240,373 |
| Robert H. Herz Director | Dec 10, 2025 | Sale | −1,500 | $91.44 | $137.16K | 35,802 |
| David S. Mulcahy Director | Nov 26, 2025 | Sale | −808 | $92.01 | $74.34K | 241,535 |
| Michael M. Crow Director | Oct 30, 2025 | Gift | +34,889 | – | – | 46,332 |
| Michael M. Crow Director | Oct 30, 2025 | Gift | −34,889 | – | – | 3,218 |
| Junko Swain SVP, Chief Accounting Officer | Sep 2, 2025 | Tax withholding | −2,093 | $82.24 | $172.13K | 24,661 |
| Suku V. Radia Director | Jun 16, 2025 | Gift | −1,645 | – | – | 11,573 |
| Suku V. Radia Director | Jun 16, 2025 | Gift | +1,645 | – | – | 29,799 |
| Astha Malik Director | May 29, 2025 | Award | +3,218 | – | – | 3,218 |
| Martin J. Vanderploeg Director | May 29, 2025 | Award | +3,218 | – | – | 317,707 |
| Michael M. Crow Director | May 29, 2025 | Award | +3,218 | – | – | 38,107 |
| Robert H. Herz Director | May 29, 2025 | Award | +3,218 | – | – | 37,302 |
| Suku V. Radia Director | May 29, 2025 | Award | +3,218 | – | – | 13,218 |
| David S. Mulcahy Director | May 29, 2025 | Award | +3,218 | – | – | 242,343 |
| Jill Klindt EVP, CFO & Treasurer | May 23, 2025 | Sale | −7,773 | $67.10 | $521.57K | 107,581 |
| Jill Klindt EVP, CFO & Treasurer | May 9, 2025 | Gift | −3,700 | – | – | 115,354 |
| Martin J. Vanderploeg Director | May 5, 2025 | Gift | −84,210 | – | – | 314,489 |
| Martin J. Vanderploeg Director | May 5, 2025 | Gift | +84,210 | – | – | 439,885 |
| Martin J. Vanderploeg Director | Apr 15, 2025 | Option exercise | +84,210 | $14.74 | $1.24M | 398,699 |
| Julie Iskow President & CEO, Director | Apr 3, 2025 | Tax withholding | −7,564 | $69.25 | $523.81K | 360,007 |
| Robert H. Herz Director | Mar 14, 2025 | Sale | −1,000 | $88.70 | $88.70K | 34,084 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ziegler Brandon Officer | Aug 20, 2026 | 6,571 | $499.22K | Aug 20, 2026 | Performance Shares |
| Rizai Matthew 10% Stockholder | Aug 5, 2026 | 20,000 | $1.22M | Aug 5, 2026 | Cash |
| Rizai Matthew 10% Stockholder | Jul 16, 2026 | 30,000 | $1.70M | Jul 16, 2026 | Cash |
| Rizai Matthew 10% Stockholder | Jul 1, 2026 | 120,000 | $6.05M | Jul 1, 2026 | Stock Option Exercise |
| Rizai Matthew 10% Stockholder | Jun 17, 2026 | 20,204 | $986.59K | Jun 17, 2026 | Stock Option Exercise |
| Herz Robert Director | May 29, 2026 | 1,000 | $49.69K | May 29, 2026 | Restricted stock vesting under a registered plan |
| Rizai Matthew 10% stockholder | Mar 5, 2026 | 71,429 | $4.60M | Mar 5, 2026 | Cash |
| Klindt Jill Officer | Feb 24, 2026 | 16,040 | $942.01K | Feb 24, 2026 | Stock Option Exercise |
| Rizai Matthew 10% Shareholder | Feb 20, 2026 | 50,000 | $3.00M | Feb 20, 2026 | Cash |
| Rizai Matthew 10% stockholder | Jan 21, 2026 | 30,364 | $2.43M | Jan 21, 2026 | Cash |
| Rizai Matthew 10% Stockholder | Jan 2, 2026 | 25,980 | $2.25M | Jan 2, 2026 | Cash |
| Rizai Matthew 10% Stockholder | Dec 17, 2025 | 60,000 | $5.31M | Dec 17, 2025 | Stock Option Exercise |
| Herz Robert Director | Dec 10, 2025 | 1,500 | $137.16K | Dec 10, 2025 | Restricted stock vesting under a registered plan |
| Hawkins Michael Officer | Dec 4, 2025 | 12,000 | $1.11M | Dec 4, 2025 | Performance Shares |
| David S. Mulcahy Director | Nov 25, 2025 | 120,000 | $11.11M | Nov 25, 2025 | IPO |