Vanguard (WK) reports 0 shares of Workiva after Jan 12, 2026 realignment
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.
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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.
FAQ
What does Vanguard report for Workiva (WK) ownership in Amendment No. 12?
Why does the filing say Vanguard no longer has beneficial ownership?
Who signed the Schedule 13G/A amendment for Vanguard?
Does Amendment No. 12 indicate Vanguard sold or purchased Workiva shares?
What SEC release does Vanguard cite for disaggregated reporting?