Workiva Inc

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Workiva Inc
TickerWK
CIK #0001445305
CUSIP98139A105
SectorTechnology - Services-Prepackaged Software
Address2900 University Blvd, Ames, IA 50010
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Workiva LLC 2014-10-17 0.7 M Exemption: 504 · Remaining: $310,653 · Duration: More than one year · Revenue: Decline to Disclose
Webfilings LLC 2012-10-16 30.2 M Exemption: 506 · Minimum: $50,000 · Remaining: $7,265,850 · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001445305] 10-K
[0001445305] 10-Q
[0001445305] 3
[0001445305] 4
[0001445305] 5
[0001445305] 8-K
[0001445305] D
[0001445305] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Workiva Inc [2026-04-29] 0.0
Eminence Capital LP Workiva Inc [2025-08-14] 0.0
T Rowe Price Investment Management Inc Workiva Inc [2025-05-14] 0.0
FMR LLC Workiva Inc [2024-11-12] 0.0
FMR LLC Workiva Inc [2021-02-08] 0.0
Brown Advisory Inc Workiva Inc [2020-01-10] 5.63
Price T Rowe Associates Inc /MD/ Workiva Inc [2019-02-14] 8.8
BlackRock Inc Workiva Inc [2019-02-08] 6.8
Vanguard Group Inc Workiva Inc [2018-02-09] 5.14
Oberndorf William E Workiva Inc [2016-11-18] 7.5
Murray Daniel James Workiva Inc [2016-02-12] 5.8
Kirby Steven T Workiva Inc [2016-02-08] 0.7
Morgan Stanley Workiva Inc [2015-08-20] 5.1
Cadian Capital Management LP Workiva Inc [2015-04-02] 0.1
Kirby Steven T Workiva Inc [2015-02-13] 5.7
Murray Daniel James Workiva Inc [2015-02-13] 6.2
Behar Living Trust Workiva Inc [2015-02-13] 16.1
Rizai Matthew M Workiva Inc [2015-02-13] 10.1
TROM Jeff D Workiva Inc [2015-02-13] 9.2
Vanderploeg Martin J Workiva Inc [2015-02-13] 15.9
Form 3/4/5 Filer 2011 - 2026
Herz Robert H
Workiva Inc
Radia Suku V
Peek Mark S
Malik Astha
Vanderploeg Martin J
Herren Richard Scott
Crow Michael M
Iskow Julie
Ziegler Brandon
Swain Junko
Larson Barbara A
Mulcahy David S
Klindt Jill
Hawkins Michael D
Bonner Brigid A
TROM Jeff D
Banarjee Mithun
Miller J Stuart
Katz Eugene S
Calkins Troy M
Ryan Scott G
Rizai Matthew M
Behar Leslie F
Behar Living Trust
Behar Jerome M
Howell Joseph H
Sellberg Michael S
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Herren Richard Scott
Class A Common Stock
2026-03-02 Grant 877
Iskow Julie
Class A Common Stock
2026-03-01 Tax withheld 2,208 $61.58 135,969
Iskow Julie
Class A Common Stock
2026-03-01 Grant 4,092 $0.00
Iskow Julie
Class A Common Stock
2026-03-01 Tax withheld 2,577 $61.58 158,692
Iskow Julie
Class A Common Stock
2026-02-11 Grant 14,390 $0.00
Iskow Julie
Class A Common Stock
2026-02-11 Grant 13,135 $0.00
Swain Junko
Class A Common Stock
2026-02-11 Tax withheld 374 $64.95 24,291
Ziegler Brandon
Class A Common Stock
2026-02-11 Grant 7,340 $0.00
Iskow Julie
Class A Common Stock
2026-02-11 Grant 20,972 $0.00
Swain Junko
Class A Common Stock
2026-02-11 Grant 771 $0.00
Iskow Julie
Class A Common Stock
2026-02-11 Tax withheld 26,166 $64.95 1,699,482
Ziegler Brandon
Class A Common Stock
2026-02-11 Grant 3,803 $0.00
Ziegler Brandon
Class A Common Stock
2026-02-11 Tax withheld 8,730 $64.95 567,014
Ziegler Brandon
Class A Common Stock
2026-02-11 Grant 5,954 $0.00
Ziegler Brandon
Class A Common Stock
2026-02-03 Tax withheld 4,531 $72.00 326,232
Iskow Julie
Class A Common Stock
2026-02-03 Tax withheld 18,115 $72.00 1,304,280
Swain Junko
Class A Common Stock
2026-02-03 Tax withheld 650 $72.00 46,800
Iskow Julie
Class A Common Stock
2026-02-02 Grant 128,038 $76.54 9,800,029
Larson Barbara A
Class A Common Stock
2026-02-02 Grant 141,103 $76.54 10,800,024
Ziegler Brandon
Class A Common Stock
2026-02-02 Grant 33,839 $76.54 2,590,037
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 316 48,172,435
2025-12-31 348 48,859,261
2025-09-30 318 45,693,458
2025-06-30 315 43,800,129
2025-03-31 332 43,415,947
2024-12-31 316 43,690,263
2024-09-30 295 44,134,295
2024-06-30 300 44,871,582
2024-03-31 302 45,421,919
2023-12-31 325 45,283,211
2023-09-30 335 41,837,774
2023-06-30 309 41,823,281
Form 13F Holdings
Firm Period DFND Voting Shares
Riverbridge Partners LLC [2026-06-30] SOLE 352,949 436,284
Assenagon Asset Management SA [2026-06-30] SOLE 96,074 96,074
Kopp Family Office LLC [2026-06-30] SOLE 0 55,807
Abacus Planning Group Inc [2026-06-30] SOLE 0 52,954
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 42,199 42,199
Handelsbanken Fonder AB [2026-06-30] SOLE 0 16,095
Brookstone Capital Management [2026-06-30] SOLE 0 15,329
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 440 14,815
Talbot Financial LLC [2026-06-30] SOLE 0 10,500
Kings Path Partners LLC [2026-06-30] SOLE 0 4,360
Merit Financial Group LLC [2026-06-30] OTR 0 3,770
Alaska Retirement Management Board [2026-06-30] SOLE 2,259 2,259
Gamma Investing LLC [2026-06-30] DFND 1,516 1,516
Merit Financial Group LLC [2026-06-30] SOLE 0 1,332
Harbor Investment Advisory LLC [2026-06-30] SOLE 827 827
Hilltop National Bank [2026-06-30] DFND 801 801
Versant Capital Management Inc [2026-06-30] SOLE 532 532
Farther Finance Advisors LLC [2026-06-30] SOLE 0 509
Abound Wealth Management [2026-06-30] SOLE 0 500
True Wealth Design LLC [2026-06-30] SOLE 0 327
IFP Advisors LLC [2026-06-30] SOLE 216 216
First Horizon Corp [2026-06-30] DFND 38 56
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 34 34
Marquette Asset Management LLC [2026-06-30] SOLE 0 24
Salem Investment Counselors Inc [2026-06-30] SOLE 20 20
Activest Wealth Management [2026-06-30] SOLE 0 17
Fortitude Family Office LLC [2026-06-30] SOLE 5 5
Dinuzzo Private Wealth Inc [2026-06-30] SOLE 0 5
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 5
Hughes Financial Services LLC [2026-06-30] SOLE 3 3
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