Stock ownership · SEC 13F · Q3 2025

WORKIVA INC

A breakdown of WORKIVA INC's institutional base (CUSIP 98139A105): the holders, the concentration among them, and what changed last quarter.

$7.3M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$7.3M of WORKIVA INC is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$7.3M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 98139A105 · Q3 2025 $7M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $7.3M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - WORKIVA INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of WORKIVA INC
  1. 1
    CIBC Private Wealth Group LLC $6.8M
  2. 2
    CIBC Bancorp USA Inc. $461K
  3. 3
    JPMORGAN CHASE & CO $7K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a WORKIVA INC position has risen from 2 to 3 over the last 7 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding WORKIVA INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Private Wealth Group LLC 79,093 $6.8M 93.6%
2 CIBC Bancorp USA Inc. 5,361 $461K 6.3%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 83 $7K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among WORKIVA INC's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
93.6%
Shared-defined discretion (DFND)
6.3%
Shared-other discretion (OTR)
0.1%

Latest Quarter Activity · Q3 2025

New positions (3)

CIBC Private Wealth Group LLC $6.8M
CIBC Bancorp USA Inc. $461K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $7K

Complete exits (1)

Squarepoint Ops LLC exited

Frequently Asked Questions

How many institutions hold WORKIVA INC?▼
WORKIVA INC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of WORKIVA INC?▼
Institutions report $7.3M of WORKIVA INC as of Q3 2025.
How concentrated is ownership of WORKIVA INC?▼
The top five institutional holders account for 100% of the reported institutional value in WORKIVA INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of WORKIVA INC?▼
CIBC Private Wealth Group LLC is the largest reported holder of WORKIVA INC with $6.8M across 79,093 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.