SCHEDULE: FMR LLC Updates Workiva Inc. Stake to 3.4%

Sentiment:

Ownership Disclosure


FMR LLC and Abigail P. Johnson have filed an updated Schedule 13G, reporting a 3.4% beneficial ownership stake in Workiva Inc.'s Class A Common Stock.

Summary

  • FMR LLC and Abigail P. Johnson collectively beneficially own 1,778,048.90 shares of Workiva Inc. Class A Common Stock as of June 30, 2025.
  • This ownership represents 3.4% of the total outstanding Class A Common Stock of Workiva Inc.
  • The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing the control of Workiva Inc.
  • FMR LLC holds sole voting power over 1,776,257.61 shares and sole dispositive power over 1,778,048.90 shares.
  • Abigail P. Johnson holds sole dispositive power over 1,778,048.90 shares.
  • FMR LLC is classified as a parent holding company, and Abigail P. Johnson is classified as an individual reporting person.
  • Several FMR LLC subsidiaries, including FIAM LLC, Fidelity Institutional Asset Management Trust Company, Fidelity Management & Research Company LLC, and Strategic Advisers LLC, are relevant entities beneficially owning shares.

Sentiment

Score: 5

Explanation: The filing is a routine ownership disclosure (Schedule 13G) and does not contain information that would inherently indicate positive or negative sentiment regarding the issuer's performance or outlook. It simply reports a beneficial ownership stake.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant institutional ownership by FMR LLC and Abigail P. Johnson.

Key Dates

DateDescription
2023-05-23Effective date of Power of Attorney for FMR LLC and Abigail P. Johnson.
2023-08-08Date of previous Schedule 13G filing by FMR LLC referencing the Power of Attorney (accession number -23-002397).
2025-06-30Date of event which requires filing of this statement, representing the reporting period end date for ownership.
2025-08-05Signature date of the Schedule 13G Amendment No. 2.

Keywords

Workiva Inc, FMR LLC, Abigail P. Johnson, Schedule 13G, Class A Common Stock, Institutional Ownership, SEC Filing, Investment Management

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