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Vanguard (WK) reports 0 shares of Workiva after Jan 12, 2026 realignment

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Workiva Inc: The Vanguard Group filed Amendment No. 12 to its Schedule 13G/A reporting that it currently beneficially owns 0 shares of Workiva Inc Common Stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, under which certain Vanguard subsidiaries now report beneficial ownership separately.

Positive

  • None.

Negative

  • None.

Insights

Vanguard now reports zero beneficial ownership of Workiva common stock after internal disaggregation.

The filing states 0 shares and 0% beneficial ownership; this is an administrative disclosure reflecting internal organizational changes rather than an active trade.

Monitor subsequent amendments or Schedule 13D/G filings for any change; timing tied to the January 12, 2026 realignment.

The amendment cites reliance on SEC Release No. 34-39538 for disaggregated reporting by subsidiaries.

The text explains that certain Vanguard subsidiaries will report separately and that Vanguard "no longer has, or is deemed to have, beneficial ownership" of securities held by those units. This is a compliance-driven reallocation of reporting responsibilities.

Stakeholders should note the signature by Vanguard's Head of Global Fund Administration dated 03/27/2026 as the executing attestation.






98139A105

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does Vanguard report for Workiva (WK) ownership in Amendment No. 12?

Vanguard reports 0 shares of Workiva common stock, representing 0% of the class. The amendment records that reporting units now disclose holdings separately after an internal realignment.

Why does the filing say Vanguard no longer has beneficial ownership?

Because of an internal realignment effective January 12, 2026, certain Vanguard subsidiaries now report holdings separately under SEC Release No. 34-39538, and Vanguard states it no longer is deemed to own those securities.

Who signed the Schedule 13G/A amendment for Vanguard?

Ashley Grim, Head of Global Fund Administration, signed the filing on 03/27/2026, certifying the disclosure about beneficial ownership and the internal reporting change.

Does Amendment No. 12 indicate Vanguard sold or purchased Workiva shares?

No; the filing presents an administrative reporting change showing 0 shares beneficially owned. It does not state any specific purchase or sale transaction in this excerpt.

What SEC release does Vanguard cite for disaggregated reporting?

The amendment cites SEC Release No. 34-39538 (January 12, 1998) as the basis for subsidiaries reporting beneficial ownership separately following the internal realignment.
Workiva Inc

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