MORGAN STANLEY

Position in WK — Workiva Inc

CIK 895421 NEW YORK, NY

Back to WK Full portfolio

Position in WK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$25,546,817

+$7,522,162 QoQ

Shares Held

526,630

+74.2% QoQ

Ownership

0.968%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#24

of 301 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in WK Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. WK ranks #74 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	72,847,766	$5,256,694,785
2	CRM	Salesforce, Inc.	23,311,316	$3,651,950,754
3	SHOP	Shopify Inc.	25,517,034	$2,913,534,933
4	NOW	ServiceNow, Inc.	26,630,984	$2,643,924,082
5	ADP	Automatic Data Processing Inc	8,361,515	$1,872,561,274
6	CDNS	Cadence Design Systems Inc	3,585,961	$1,345,882,872
7	INTU	Intuit Inc.	4,935,654	$1,288,205,694
8	DDOG	Datadog, Inc.	4,643,376	$1,208,949,367

All Filings in WK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,546,817	526,630	+74.2%	Shares	Defined	2026-08-13
2026-03-31	$18,024,655	302,275	-76.1%	Shares	Defined	2026-05-15
2025-12-31	$109,166,018	1,265,693	+21.1%	Shares	Defined	2026-05-27
2025-09-30	$89,999,562	1,045,534	+258.8%	Shares	Defined	2026-05-27
2025-06-30	$19,948,379	291,430	+34.5%	Shares	Defined	2025-08-15
2025-03-31	$16,445,668	216,647	-19.3%	Shares	Defined	2025-05-15
2024-12-31	$29,389,579	268,398	-39.9%	Shares	Defined	2025-05-15
2024-09-30	$35,329,055	446,525	+52.1%	Shares	Defined	2025-05-14
2024-06-30	$21,431,612	293,624	+0.8%	Shares	Defined	2025-05-14
2024-03-31	$24,698,845	291,260	+10.9%	Shares	Defined	2024-10-17
2023-12-31	$26,662,585	262,608	+34.0%	Shares	Defined	2024-08-16
2023-09-30	$19,865,878	196,032	-25.2%	Shares	Defined	2023-11-15
2023-06-30	$26,630,343	261,955	+1.2%	Shares	Defined	2023-08-14
2023-03-31	$26,518,963	258,949	+12.2%	Shares	Defined	2023-05-15
2022-12-31	$19,375,066	230,738	+88.3%	Shares	Defined	2023-02-14
2022-09-30	$9,530,963	122,506	-8.1%	Shares	Defined	2022-11-14
2022-06-30	$8,797,057	133,309	+133.2%	Shares	Defined	2022-10-27
2022-03-31	$6,745,588	57,166	-28.6%	Shares	Defined	2022-10-27
2021-12-31	$10,454,856	80,120	-2.8%	Shares	Defined	2022-02-14
2021-09-30	$11,615,102	82,400	-28.5%	Shares	Defined	2021-11-15
2021-06-30	$12,830,778	115,250	+23.3%	Shares	Defined	2021-08-23
2021-03-31	$8,249,749	93,471	-33.4%	Shares	Defined	2021-05-17
2020-12-31	$12,856,667	140,326	+237.7%	Shares	Defined	2021-02-16
2020-09-30	$2,316,827	41,550	-60.3%	Shares	Defined	2020-11-13
2020-06-30	$5,600,509	104,702	+210.8%	Shares	Defined	2020-08-14
2020-03-31	$1,089,294	33,693	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.