WK Insider Trading

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Insider Ownership Percentage: 3.86%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $2,293,118.25

Workiva Insider Trading History Chart

Workiva Share Price & Price History

^$73.39

▼ -0.23 (-0.31%)

As of 04/28/2025 04:59 PM ET

Days: 30 | 90 | 365

Workiva Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/14/2025	Robert H. Herz	Director	Sell	1,000	$88.70	$88,700.00	34,084
3/7/2025	Brandon Ziegler	CAO	Sell	4,115	$85.72	$352,737.80	103,509
3/7/2025	Jill Klindt	CFO	Sell	5,593	$85.04	$475,628.72	119,054
3/7/2025	Michael D. Hawkins	EVP	Sell	10,421	$85.43	$890,266.03	61,298
9/13/2024	Michael D. Hawkins	EVP	Sell	2,761	$74.60	$205,970.60	49,887
5/8/2024	Michael D. Hawkins	EVP	Sell	3,435	$81.46	$279,815.10	55,487
2/2/2024	Michael D. Hawkins	EVP	Sell	11,439	$93.62	$1,070,919.18	62,453
12/11/2023	Jill Klindt	CFO	Sell	2,931	$95.20	$279,031.20	80,197
11/6/2023	Brandon Ziegler	CAO	Sell	1,370	$88.50	$121,245.00	85,523
11/3/2023	Robert H. Herz	Director	Sell	1,500	$89.32	$133,980.00	23,651
11/2/2023	Michael D. Hawkins	EVP	Sell	1,995	$85.27	$170,113.65	59,103
6/12/2023	Michael M. Crow	Director	Sell	3,500	$100.46	$351,610.00	11,443
5/22/2023	Michael D. Hawkins	EVP	Sell	3,511	$94.70	$332,491.70	63,061
3/8/2023	Jill Klindt	CFO	Sell	15,000	$90.20	$1,353,000.00	84,399
3/3/2023	Michael M. Crow	Director	Sell	4,000	$90.20	$360,800.00	14,943
2/27/2023	Brandon Ziegler	CAO	Sell	10,818	$87.67	$948,414.06	97,364
2/24/2023	Michael D. Hawkins	EVP	Sell	8,431	$86.28	$727,426.68	70,026
1/23/2023	Robert H. Herz	Director	Sell	7,818	$90.51	$707,607.18	54,902
1/13/2023	Robert H. Herz	Director	Sell	9,182	$90.07	$827,022.74	62,720
11/28/2022	Brigid A. Bonner	Director	Sell	2,800	$77.21	$216,188.00	16,554
11/9/2022	Michael D. Hawkins	EVP	Sell	5,505	$66.72	$367,293.60	58,745

See Full Table

SEC Filings (Institutional Ownership Changes) for Workiva (NYSE:WK)

92.21% of Workiva stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Workiva Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/29/2025	OneDigital Investment Advisors LLC	36,080	$2.74M	0.0%	-7.5%	0.064%
4/29/2025	Avantax Planning Partners Inc.	16,640	$1.26M	0.0%	-6.2%	0.030%
4/28/2025	Principal Financial Group Inc.	4,084	$0.31M	0.0%	-5.4%	0.007%
4/28/2025	Teacher Retirement System of Texas	8,734	$0.66M	0.0%	+13.9%	0.016%
4/25/2025	Goodman Advisory Group LLC	34,492	$2.62M	1.2%	N/A	0.061%
4/24/2025	Mirae Asset Global Investments Co. Ltd.	6,387	$0.50M	0.0%	-5.2%	0.011%
4/23/2025	Bessemer Group Inc.	567	$43K	0.0%	+109.2%	0.001%
4/23/2025	Oppenheimer Asset Management Inc.	71,717	$5.44M	0.1%	-2.1%	0.128%
4/21/2025	Riverbridge Partners LLC	1,536,450	$116.63M	1.9%	-6.7%	2.738%
4/21/2025	Envestnet Portfolio Solutions Inc.	4,633	$0.35M	0.0%	-25.0%	0.008%
4/17/2025	Conestoga Capital Advisors LLC	1,179,179	$89.51M	1.4%	+1.2%	2.101%
4/17/2025	Janney Montgomery Scott LLC	19,596	$1.49M	0.0%	+1.9%	0.035%
4/17/2025	Trust Point Inc.	11,097	$0.84M	0.1%	-22.1%	0.020%
4/16/2025	Elevation Point Wealth Partners LLC	4,263	$0.32M	0.0%	+15.9%	0.008%
4/15/2025	Assenagon Asset Management S.A.	181,898	$13.81M	0.0%	+35.7%	0.324%
4/15/2025	SG Americas Securities LLC	13,038	$0.99M	0.0%	+39.6%	0.023%
4/14/2025	Harbor Capital Advisors Inc.	13,269	$1.01M	0.0%	+46.5%	0.024%
4/14/2025	Farther Finance Advisors LLC	411	$31K	0.0%	+705.9%	0.001%
4/14/2025	Abacus Planning Group Inc.	52,954	$4.02M	0.7%	+2,508.6%	0.094%
4/14/2025	Park Avenue Securities LLC	4,374	$0.33M	0.0%	-4.1%	0.008%
4/10/2025	Orser Capital Management LLC	56,462	$4.29M	3.4%	+5.2%	0.101%
4/8/2025	Rhumbline Advisers	74,495	$5.66M	0.0%	+4.1%	0.133%
4/7/2025	Summit Global Investments	6,343	$0.48M	0.0%	N/A	0.011%
4/7/2025	GAMMA Investing LLC	21,103	$1.60M	0.0%	+8,443.7%	0.038%
4/2/2025	Global Wealth Strategies & Associates	703	$53K	0.0%	N/A	0.001%
3/18/2025	California State Teachers Retirement System	45,785	$5.01M	0.0%	-0.4%	0.082%
2/25/2025	Polar Asset Management Partners Inc.	53,200	$5.83M	0.1%	N/A	0.096%
2/18/2025	GTS Securities LLC	1,936	$0.21M	0.0%	N/A	0.003%
2/18/2025	Castleark Management LLC	62,100	$6.80M	0.2%	N/A	0.112%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	181,478	$19.87M	0.0%	-63.0%	0.328%
2/17/2025	Voloridge Investment Management LLC	64,796	$7.10M	0.0%	-27.5%	0.117%
2/17/2025	Woodline Partners LP	8,619	$0.94M	0.0%	-91.9%	0.016%
2/17/2025	Vident Advisory LLC	2,192	$0.24M	0.0%	N/A	0.004%
2/17/2025	Two Sigma Advisers LP	42,200	$4.62M	0.0%	+155.8%	0.076%
2/17/2025	Two Sigma Investments LP	112,429	$12.31M	0.0%	+37.8%	0.203%
2/17/2025	Tensile Capital Management LP	238,321	$26.10M	2.7%	-21.8%	0.430%
2/17/2025	Point72 Asset Management L.P.	300,116	$32.86M	0.1%	N/A	0.542%
2/17/2025	Polar Asset Management Partners Inc.	53,200	$5.83M	0.1%	N/A	0.096%
2/17/2025	ProShare Advisors LLC	14,584	$1.60M	0.0%	-26.5%	0.026%
2/17/2025	Quantinno Capital Management LP	3,342	$0.37M	0.0%	+27.5%	0.006%
2/17/2025	Main Management ETF Advisors LLC	10,680	$1.17M	0.1%	-8.2%	0.019%
2/17/2025	Nomura Holdings Inc.	2,279	$0.25M	0.0%	N/A	0.004%
2/17/2025	Nicholas Investment Partners LP	17,478	$1.91M	0.2%	N/A	0.032%
2/17/2025	Nuveen Asset Management LLC	588,428	$64.43M	0.0%	+0.3%	1.062%
2/17/2025	Occudo Quantitative Strategies LP	6,191	$0.68M	0.1%	+50.0%	0.011%
2/17/2025	Millennium Management LLC	164,480	$18.01M	0.0%	-43.5%	0.297%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	172,202	$18.86M	0.0%	-16.1%	0.311%
2/17/2025	Lazard Asset Management LLC	15,573	$1.71M	0.0%	+10,282.0%	0.028%
2/17/2025	LMR Partners LLP	147,500	$16.15M	0.1%	N/A	0.266%
2/17/2025	Investor s Fiduciary Advisor Network LLC	7,560	$0.83M	0.3%	N/A	0.014%
2/17/2025	Jacobs Levy Equity Management Inc.	105,455	$11.55M	0.0%	-53.6%	0.190%
2/17/2025	Granahan Investment Management LLC	93,513	$10.24M	0.4%	-33.1%	0.169%
2/17/2025	G2 Investment Partners Management LLC	21,002	$2.30M	0.6%	N/A	0.038%
2/17/2025	Engle Capital Management L.P.	186,000	$20.37M	6.1%	N/A	0.336%
2/17/2025	Frontier Capital Management Co. LLC	78,600	$8.61M	0.1%	-0.2%	0.142%
2/17/2025	D. E. Shaw & Co. Inc.	15,511	$1.70M	0.0%	-86.9%	0.028%
2/17/2025	Cetera Investment Advisers	18,209	$1.99M	0.0%	-2.2%	0.033%
2/17/2025	Captrust Financial Advisors	4,742	$0.52M	0.0%	-57.8%	0.009%
2/17/2025	Brown Advisory Inc.	372,257	$40.76M	0.1%	-42.5%	0.672%
2/17/2025	Balyasny Asset Management L.P.	188,418	$20.63M	0.0%	+11.0%	0.340%
2/17/2025	Aristeia Capital L.L.C.	81,800	$8.96M	0.3%	N/A	0.148%
2/17/2025	Aequim Alternative Investments LP	22,200	$2.43M	0.1%	N/A	0.040%
2/14/2025	Comerica Bank	89,130	$9.76M	0.0%	-0.3%	0.161%
2/14/2025	Untitled Investments LP	69,841	$7.65M	1.9%	N/A	0.126%
2/14/2025	AQR Capital Management LLC	45,529	$4.99M	0.0%	-17.0%	0.082%
2/14/2025	Northern Trust Corp	596,466	$65.31M	0.0%	+6.9%	1.077%
2/14/2025	The Manufacturers Life Insurance Company	29,231	$3.20M	0.0%	-2.0%	0.053%
2/14/2025	Beacon Pointe Advisors LLC	2,000	$0.22M	0.0%	N/A	0.004%
2/14/2025	Aquatic Capital Management LLC	8,324	$0.91M	0.0%	-29.7%	0.015%
2/14/2025	Johnson Financial Group Inc.	599	$66K	0.0%	N/A	0.001%
2/14/2025	Boothbay Fund Management LLC	4,246	$0.47M	0.0%	N/A	0.008%
2/14/2025	Susquehanna Fundamental Investments LLC	38,479	$4.21M	0.1%	N/A	0.069%
2/14/2025	Stonebridge Capital Advisors LLC	2,125	$0.23M	0.0%	N/A	0.004%
2/14/2025	T. Rowe Price Investment Management Inc.	2,148,021	$235.21M	0.1%	+10.3%	3.878%
2/14/2025	MGO One Seven LLC	2,662	$0.29M	0.0%	N/A	0.005%
2/14/2025	Price T Rowe Associates Inc. MD	111,457	$12.21M	0.0%	-37.9%	0.201%
2/14/2025	Hsbc Holdings PLC	19,397	$2.12M	0.0%	-35.1%	0.035%
2/14/2025	Stifel Financial Corp	42,732	$4.68M	0.0%	-0.3%	0.077%
2/14/2025	OneDigital Investment Advisors LLC	39,009	$4.27M	0.0%	-2.7%	0.070%
2/14/2025	Tower Research Capital LLC TRC	797	$87K	0.0%	-87.5%	0.001%
2/14/2025	Transatlantique Private Wealth LLC	5,828	$0.64M	0.2%	+22.2%	0.011%
2/14/2025	Tradition Wealth Management LLC	4,507	$0.49M	0.0%	-5.4%	0.008%
2/14/2025	Mirabella Financial Services LLP	3,451	$0.38M	0.0%	-95.2%	0.006%
2/14/2025	MetLife Investment Management LLC	30,413	$3.33M	0.0%	+4.4%	0.055%
2/14/2025	First Trust Advisors LP	824,219	$90.25M	0.1%	+3.0%	1.488%
2/14/2025	GeoWealth Management LLC	622	$68K	0.0%	+3,010.0%	0.001%
2/13/2025	CANADA LIFE ASSURANCE Co	63,877	$6.99M	0.0%	-14.8%	0.115%
2/13/2025	Canada Pension Plan Investment Board	44,700	$4.90M	0.0%	+3,338.5%	0.081%
2/13/2025	XTX Topco Ltd	6,305	$0.69M	0.1%	N/A	0.011%
2/13/2025	Summit Investment Advisors Inc.	5,284	$0.58M	0.5%	+5.2%	0.010%
2/13/2025	Inlight Wealth Management LLC	3,607	$0.40M	0.1%	N/A	0.007%
2/13/2025	Bessemer Group Inc.	271	$30K	0.0%	-76.9%	0.000%
2/13/2025	CenterBook Partners LP	3,528	$0.39M	0.0%	-49.5%	0.006%
2/13/2025	Ranger Investment Management L.P.	500,163	$54.77M	3.5%	-0.4%	0.903%
2/13/2025	Raymond James Financial Inc.	52,588	$5.76M	0.0%	N/A	0.095%
2/13/2025	Renaissance Technologies LLC	414,511	$45.39M	0.1%	-11.3%	0.748%
2/13/2025	Legal & General Group Plc	53,173	$5.82M	0.0%	-4.7%	0.096%
2/13/2025	Bank of Montreal Can	3,746	$0.41M	0.0%	-5.3%	0.007%
2/13/2025	Cerity Partners LLC	2,952	$0.32M	0.0%	-20.7%	0.005%
2/13/2025	Federated Hermes Inc.	31,564	$3.46M	0.0%	-45.7%	0.057%

Data available starting January 2016

See Full Table

Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally. The company offers Workiva platform, a multi-tenant cloud software that provides data linking capabilities; audit trail services; administrators access management; and allows customers to connect data from multiple enterprise resource planning, human capital management, and customer relationship management systems, as well as other third-party cloud and on-premise applications. It serves public and private companies, government agencies, and higher-education institutions. Workiva Inc. was founded in 2008 and is headquartered in Ames, Iowa.

Today's Range

Now: $73.39

$72.31

$74.50

50 Day Range

MA: $78.37

$61.36

$89.61

52 Week Range

Now: $73.39

$60.50

$116.83

Volume

391,271 shs

Average Volume

493,971 shs

Market Capitalization

$4.12 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.02

Who are the company insiders with the largest holdings of Workiva?: Workiva's top insider investors include:
Jill Klindt (CFO)
Brandon Ziegler (CAO)
Michael D Hawkins (EVP)
Robert H Herz (Director)
Michael M Crow (Director)
Learn More about top insider investors at Workiva.
Who are the major institutional investors of Workiva?: Workiva's top institutional investors include:
Riverbridge Partners LLC — 2.74%
Conestoga Capital Advisors LLC — 2.10%
Assenagon Asset Management S.A. — 0.32%
Rhumbline Advisers — 0.13%
Oppenheimer Asset Management Inc. — 0.13%
Orser Capital Management LLC — 0.10%
Learn More about top institutional investors of Workiva stock.
Which institutional investors are selling Workiva stock?: Within the last quarter, WK stock was sold by these institutional investors:
Riverbridge Partners LLC
Trust Point Inc.
OneDigital Investment Advisors LLC
Envestnet Portfolio Solutions Inc.
Oppenheimer Asset Management Inc.
Avantax Planning Partners Inc.
Mirae Asset Global Investments Co. Ltd.
Principal Financial Group Inc.
In the previous year, company insiders that have sold Workiva company stock include:
Jill Klindt (CFO)
Brandon Ziegler (CAO)
Michael D Hawkins (EVP)
Robert H Herz (Director)
Learn More investors selling Workiva stock.
Which institutional investors are buying Workiva stock?: In the previous quarter, WK stock was acquired by institutional investors including:
Abacus Planning Group Inc.
Assenagon Asset Management S.A.
Goodman Advisory Group LLC
GAMMA Investing LLC
Conestoga Capital Advisors LLC
Summit Global Investments
Harbor Capital Advisors Inc.
SG Americas Securities LLC