| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Oaktree Capital · Howard Marks | $14.0M | 0.19% | 14.97M | New | Q2 2026 |
| Oaktree Capital · Howard Marks | $7.1M | 0.10% | 7.10M | New | Q2 2026 |
| Renaissance Technologies | $6.3M | 0.01% | 129.54K | −38% | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $742.5K | 0.00% | 15.31K | New | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a WK trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 19, 2026 | Ziegler BrandonOfficer | Sale at price 75.97 per share. | 6.6K | $499.20K |
| Aug 17, 2026 | Vanderploeg Martin JDirector | Stock Gift at price 0.00 per share. | 2.8K | — |
| Jun 3, 2026 | Herz Robert HDirector | Sale at price 51.23 per share. | 1.5K | $76.84K |
| May 31, 2026 | Malik AsthaDirector | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| May 31, 2026 | Vanderploeg Martin JDirector | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| May 31, 2026 | Crow Michael MDirector | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| May 31, 2026 | Peek Mark SDirector | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| May 31, 2026 | Radia Suku VDirector | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| May 31, 2026 | Herz Robert HDirector | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| May 31, 2026 | Herren Richard ScottDirector | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| May 28, 2026 | Herz Robert HDirector | Sale at price 49.69 per share. | 1K | $49.69K |
| Mar 1, 2026 | Herren Richard ScottDirector | Stock Award(Grant) at price 0.00 per share. | 877 | — |
| Feb 26, 2026 | Iskow JulieChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 4.1K | — |
| Feb 10, 2026 | Iskow JulieChief Executive Officer | Stock Award(Grant) at price 0.00 per share. | 48.5K | — |
| Feb 10, 2026 | Ziegler BrandonOfficer | Stock Award(Grant) at price 0.00 per share. | 17.1K | — |
| Feb 10, 2026 | Swain JunkoOfficer | Stock Award(Grant) at price 0.00 per share. | 771 | — |
| Feb 1, 2026 | Iskow JulieChief Executive Officer | Stock Award(Grant) at price 76.54 per share. | 128K | $9.80M |
| Feb 1, 2026 | Ziegler BrandonOfficer | Stock Award(Grant) at price 76.54 per share. | 33.8K | $2.59M |
| Feb 1, 2026 | Larson Barbara AChief Financial Officer | Stock Award(Grant) at price 76.54 per share. | 141.1K | $10.80M |
| Feb 1, 2026 | Swain JunkoOfficer | Stock Award(Grant) at price 76.54 per share. | 6.9K | $524.99K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.7 | -20.0 | -3.2 | -10.3 | -6.9 | -2.6 | 23.3 | 33.8 | -16.8 | 10.6 | −14.7% | ||
| 2025 | -10.3 | -10.9 | -13.3 | -0.8 | -10.6 | 1.7 | -6.7 | 28.8 | 4.7 | -1.2 | 8.9 | -6.8 | −21.2% |
| 2024 | -8.5 | -7.3 | -1.5 | -7.1 | -2.3 | -5.2 | 1.1 | 6.0 | 1.2 | 0.8 | 21.9 | 12.6 | +7.8% |
| 2023 | 3.0 | 3.1 | 14.8 | -8.8 | 3.7 | 5.0 | 3.6 | 6.2 | -9.4 | -14.1 | 10.4 | 5.6 | +20.9% |
| 2022 | -9.4 | -11.0 | 12.1 | -18.2 | -24.3 | -9.6 | -0.7 | 3.6 | 14.6 | 0.0 | 3.5 | 4.2 | −35.7% |
| 2021 | 6.4 | 3.8 | -12.7 | 6.5 | 1.0 | 17.3 | 16.6 | 8.1 | 0.5 | 6.1 | -6.7 | -6.4 | +42.4% |
| 2020 | 8.2 | -6.0 | -24.4 | 18.6 | 16.1 | 20.1 | 4.5 | 5.5 | -5.5 | -0.8 | 35.6 | 22.2 | +117.9% |
| 2019 | 16.7 | 18.0 | 2.5 | 4.8 | 4.7 | 4.4 | -1.0 | -16.3 | -8.9 | -4.9 | 4.1 | -3.0 | +17.2% |
| 2018 | 4.2 | 2.0 | 4.2 | -5.1 | 15.6 | -6.2 | 3.5 | 45.9 | 7.2 | -13.7 | 9.7 | -4.1 | +67.7% |
| 2017 | -7.7 | 18.7 | 4.7 | 7.3 | 8.3 | 4.7 | 2.9 | 3.1 | 3.2 | 7.2 | -2.7 | -1.6 | +56.8% |
| 2016 | -15.0 | -16.4 | -6.7 | 2.2 | 15.9 | -1.0 | 2.0 | 28.1 | 1.5 | -8.7 | -10.0 | -8.4 | −22.3% |
| 2015 | -8.4 | 4.2 | 12.5 | 0.5 | -8.6 | 4.5 | 5.5 | -1.8 | 6.0 | 9.2 | 13.1 | -6.3 | +31.1% |
| 2014 | — |
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally. The company provides Workiva platform, a multi-tenant cloud software that provides data-linking capabilities; audit trail services; administrators access management; and connects and transforms data from various 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.
Buy / hold / sell counts