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Compiled from SEC Form N-PX filings and Workiva Inc.’s Form 8-K, filed 2026-06-02 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore Workiva Inc. in the interactive database Compare manager voting policies
These tallies are Workiva Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-02 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Michael M. Crow, Ph.D. | 57,647,311 | -- | -- | 16,396,024 | 4,805,109 | Majority: yes |
| Elect Director: R. Scott Herren | 73,726,838 | -- | -- | 316,497 | 4,805,109 | Majority: yes |
| Elect Director: Julie Iskow | 53,595,260 | -- | -- | 20,448,075 | 4,805,109 | Majority: yes |
| Proposal 2: Advisory approval of the compensation of the named executive officers | 51,575,404 | 22,289,983 | 177,948 | -- | 4,805,109 | Majority: yes |
| Proposal 3: Approval of the amendment and restatement of the Workiva Inc | 62,218,607 | 11,806,408 | 18,320 | -- | 4,805,109 | Majority: yes |
Source: Workiva Inc., Form 8-K, filed with the SEC on 2026-06-02 — read the filing on EDGAR.
Each item below shows how the 336 asset managers that disclosed a Workiva Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Workiva Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2026-05-28.
Combines 9 wordings of this item as funds reported it.
70% Majority: yes · of votes cast
Workiva Inc.’s own tally for this item (“Proposal 2: Advisory approval of the compensation of the named executive officers”): 51,575,404 for, 22,289,983 against, per its Form 8-K filed 2026-06-02 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 332 asset managers below cast 91% of the shares they voted on this item FOR (38,413,972 for, 3,628,252 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,617,015 | 7,270 | 0 | 0 | For |
| Fidelity | 4,328,108 | 0 | 0 | 0 | For |
| BlackRock | 4,201,288 | 0 | 0 | 0 | For |
| Jericho Capital Asset Management L.P. | 1,493,601 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1,453,168 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,227,339 | 0 | 0 | 0 | For |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 0 | 1,133,781 | 0 | 0 | Against |
| State Street | 1,101,272 | 315 | 0 | 0 | For |
| Topline Capital Management, LLC | 1,014,019 | 0 | 0 | 0 | For |
| T. Rowe Price | 987,946 | 0 | 0 | 0 | For |
| First Trust | 868,520 | 0 | 0 | 0 | For |
| Charles Schwab | 854,252 | 0 | 0 | 0 | For |
| FULLER & THALER ASSET MANAGEMENT, INC. | 843,390 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 819,445 | 0 | 0 | 0 | For |
| Loomis Sayles | 727,841 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 639,358 | 0 | 0 | 0 | For |
| NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 600,791 | 0 | 0 | 0 | For |
| Capitol Series Trust | 582,100 | 0 | 0 | 0 | For |
| Irenic Capital Management LP | 552,010 | 0 | 0 | 0 | For |
| Northern Trust | 546,419 | 0 | 0 | 0 | For |
| RIVERBRIDGE PARTNERS LLC | 0 | 537,122 | 0 | 0 | Against |
| Nuveen | 0 | 521,829 | 0 | 0 | Against |
| TRUST FOR PROFESSIONAL MANAGERS | 515,202 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 476,283 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 447,600 | 0 | 0 | 0 | For |
Showing the 25 largest of 332 asset managers. See all 332 in the interactive database.
Meeting held 2026-05-28.
Combines 4 wordings of this item as funds reported it.
78% Majority: yes · of votes cast
Workiva Inc.’s own tally for this item (“Elect Director: Michael M. Crow, Ph.D.”): 57,647,311 for, 16,396,024 withheld, per its Form 8-K filed 2026-06-02 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 86 asset managers below cast 100% of the shares they voted on this item FOR (12,020,946 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,176,115 | 0 | 4,140 | 0 | For |
| Fidelity | 1,506,809 | 0 | 1,045,731 | 0 | For |
| BlackRock | 2,188,086 | 0 | 0 | 0 | For |
| First Trust | 0 | 0 | 768,059 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 639,358 | 0 | Abstain |
| Capitol Series Trust | 0 | 0 | 582,100 | 0 | Abstain |
| TRUST FOR PROFESSIONAL MANAGERS | 515,202 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 0 | 0 | 476,283 | 0 | Abstain |
| AMERICAN BEACON FUNDS | 0 | 0 | 447,600 | 0 | Abstain |
| CONESTOGA FUNDS | 440,424 | 0 | 0 | 0 | For |
| Charles Schwab | 426,974 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 384,244 | 0 | Abstain |
| TIAA | 0 | 0 | 370,613 | 0 | Abstain |
| Columbia Threadneedle | 0 | 0 | 272,388 | 0 | Abstain |
| Loomis Sayles | 0 | 0 | 222,716 | 0 | Abstain |
| IMPAX FUNDS SERIES TRUST I | 162,086 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 0 | 0 | 149,199 | 0 | Abstain |
| Prudential/PGIM | 19,500 | 0 | 118,500 | 0 | Abstain |
| Global X | 0 | 0 | 135,136 | 0 | Abstain |
| Equitable | 72,327 | 0 | 40,449 | 0 | For |
| Brighthouse | 0 | 0 | 108,650 | 0 | Abstain |
| Brown Capital Management Mutual Funds | 0 | 0 | 108,516 | 0 | Abstain |
| State Street | 219 | 0 | 106,376 | 0 | Abstain |
| MoA Funds Corp | 0 | 0 | 89,877 | 0 | Abstain |
| Federated Hermes | 85,983 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Meeting held 2026-05-28.
Combines 2 wordings of this item as funds reported it.
72% Majority: yes · of votes cast
Workiva Inc.’s own tally for this item (“Elect Director: Julie Iskow”): 53,595,260 for, 20,448,075 withheld, per its Form 8-K filed 2026-06-02 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 86 asset managers below cast 100% of the shares they voted on this item FOR (18,900,869 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,180,251 | 0 | 5 | 0 | For |
| Fidelity | 2,552,540 | 0 | 0 | 0 | For |
| BlackRock | 2,188,086 | 0 | 0 | 0 | For |
| First Trust | 768,059 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 639,358 | 0 | 0 | 0 | For |
| Capitol Series Trust | 582,100 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 515,202 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 476,283 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 447,600 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 440,424 | 0 | 0 | 0 | For |
| Charles Schwab | 426,974 | 0 | 0 | 0 | For |
| T. Rowe Price | 384,244 | 0 | 0 | 0 | For |
| TIAA | 370,613 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 272,388 | 0 | 0 | 0 | For |
| Loomis Sayles | 222,716 | 0 | 0 | 0 | For |
| IMPAX FUNDS SERIES TRUST I | 162,086 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 149,199 | 0 | 0 | 0 | For |
| Prudential/PGIM | 138,000 | 0 | 0 | 0 | For |
| Global X | 135,136 | 0 | 0 | 0 | For |
| Equitable | 112,776 | 0 | 0 | 0 | For |
| Brighthouse | 103,848 | 0 | 4,802 | 0 | For |
| Brown Capital Management Mutual Funds | 108,516 | 0 | 0 | 0 | For |
| State Street | 106,593 | 0 | 2 | 0 | For |
| MoA Funds Corp | 89,877 | 0 | 0 | 0 | For |
| Federated Hermes | 85,983 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Meeting held 2026-05-28.
Combines 2 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
Workiva Inc.’s own tally for this item (“Elect Director: R. Scott Herren”): 73,726,838 for, 316,497 withheld, per its Form 8-K filed 2026-06-02 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 86 asset managers below cast 100% of the shares they voted on this item FOR (18,915,948 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,180,255 | 0 | 1 | 0 | For |
| Fidelity | 2,552,540 | 0 | 0 | 0 | For |
| BlackRock | 2,188,086 | 0 | 0 | 0 | For |
| First Trust | 768,059 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 639,358 | 0 | 0 | 0 | For |
| Capitol Series Trust | 582,100 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 515,202 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 476,283 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 447,600 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 440,424 | 0 | 0 | 0 | For |
| Charles Schwab | 426,974 | 0 | 0 | 0 | For |
| T. Rowe Price | 384,244 | 0 | 0 | 0 | For |
| TIAA | 370,613 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 272,388 | 0 | 0 | 0 | For |
| Loomis Sayles | 222,716 | 0 | 0 | 0 | For |
| IMPAX FUNDS SERIES TRUST I | 162,086 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 149,199 | 0 | 0 | 0 | For |
| Prudential/PGIM | 138,000 | 0 | 0 | 0 | For |
| Global X | 135,136 | 0 | 0 | 0 | For |
| Equitable | 112,776 | 0 | 0 | 0 | For |
| Brighthouse | 103,848 | 0 | 4,802 | 0 | For |
| Brown Capital Management Mutual Funds | 108,516 | 0 | 0 | 0 | For |
| State Street | 106,595 | 0 | 0 | 0 | For |
| MoA Funds Corp | 89,877 | 0 | 0 | 0 | For |
| Federated Hermes | 85,983 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
Meeting held 2026-05-28.
84% Majority: yes · of votes cast
Workiva Inc.’s own tally for this item (“Proposal 3: Approval of the amendment and restatement of the Workiva Inc”): 62,218,607 for, 11,806,408 against, per its Form 8-K filed 2026-06-02 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.
The 85 asset managers below cast 75% of the shares they voted on this item FOR (14,141,176 for, 4,769,012 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,172,949 | 7,307 | 0 | 0 | For |
| Fidelity | 2,551,051 | 1,489 | 0 | 0 | For |
| BlackRock | 2,188,086 | 0 | 0 | 0 | For |
| First Trust | 0 | 768,059 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 639,358 | 0 | 0 | Against |
| Capitol Series Trust | 0 | 582,100 | 0 | 0 | Against |
| TRUST FOR PROFESSIONAL MANAGERS | 515,202 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 0 | 476,283 | 0 | 0 | Against |
| AMERICAN BEACON FUNDS | 0 | 447,600 | 0 | 0 | Against |
| CONESTOGA FUNDS | 440,424 | 0 | 0 | 0 | For |
| Charles Schwab | 426,974 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 384,244 | 0 | 0 | Against |
| TIAA | 0 | 370,613 | 0 | 0 | Against |
| Columbia Threadneedle | 272,388 | 0 | 0 | 0 | For |
| Loomis Sayles | 222,716 | 0 | 0 | 0 | For |
| IMPAX FUNDS SERIES TRUST I | 162,086 | 0 | 0 | 0 | For |
| Janus Detroit Street Trust | 0 | 149,199 | 0 | 0 | Against |
| Prudential/PGIM | 19,500 | 118,500 | 0 | 0 | Against |
| Global X | 135,136 | 0 | 0 | 0 | For |
| Equitable | 112,776 | 0 | 0 | 0 | For |
| Brighthouse | 41,322 | 62,526 | 4,802 | 0 | Against |
| Brown Capital Management Mutual Funds | 108,516 | 0 | 0 | 0 | For |
| State Street | 106,356 | 239 | 0 | 0 | For |
| MoA Funds Corp | 0 | 89,877 | 0 | 0 | Against |
| Federated Hermes | 85,983 | 0 | 0 | 0 | For |
Showing the 25 largest of 85 asset managers. See all 85 in the interactive database.
Meeting held 2026-05-28.
99.9% fund support · no official result
The 37 asset managers below cast 99.9% of the shares they voted on this item FOR (898,945 for, 5 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 2,188,086 | 0 | Abstain |
| TRUST FOR PROFESSIONAL MANAGERS | 515,202 | 0 | 0 | 0 | For |
| CONESTOGA FUNDS | 0 | 0 | 440,424 | 0 | Abstain |
| Charles Schwab | 0 | 0 | 426,974 | 0 | Abstain |
| Loomis Sayles | 0 | 0 | 222,716 | 0 | Abstain |
| IMPAX FUNDS SERIES TRUST I | 162,086 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 135,136 | 0 | Abstain |
| Brown Capital Management Mutual Funds | 0 | 0 | 108,516 | 0 | Abstain |
| Federated Hermes | 0 | 0 | 85,983 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 82,613 | 0 | Abstain |
| Harbor Funds II | 58,735 | 0 | 0 | 0 | For |
| MADISON FUNDS | 53,178 | 0 | 0 | 0 | For |
| LKCM Funds | 0 | 0 | 48,843 | 0 | Abstain |
| Russell Investments | 0 | 0 | 42,838 | 0 | Abstain |
| Bridge Builder Trust | 0 | 0 | 40,123 | 0 | Abstain |
| Advisors' Inner Circle Fund III | 32,021 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 28,648 | 0 | Abstain |
| PACE SELECT ADVISORS TRUST | 26,638 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 23,164 | 0 | Abstain |
| AMG FUNDS | 0 | 0 | 22,460 | 0 | Abstain |
| Prudential/PGIM | 19,500 | 0 | 0 | 0 | For |
| Vanguard | 14,637 | 5 | 4,198 | 0 | For |
| Mercer Funds | 0 | 0 | 18,108 | 0 | Abstain |
| Harbor ETF Trust | 12,917 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 0 | 0 | 11,962 | 0 | Abstain |
Showing the 25 largest of 37 asset managers. See all 37 in the interactive database.
Meeting held 2026-05-28.
— fund support · no official result
No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Brighthouse | 0 | 0 | 0 | 0 | Not Voted |
| Empower | 0 | 0 | 0 | 0 | N/A |
| SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 0 | 0 | 0 | 0 | Unknown |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 0 | Not Voted |
| Venerable Variable Insurance Trust | 0 | 0 | 0 | 0 | Unknown |
| Blackstone Alternative Investment Funds | 0 | 0 | 0 | 0 | Non-Voting Ballot |
Meeting held 2026-05-28.
0% fund support · no official result
The 3 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 169,173 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Praesidium Investment Management Company, LLC | 0 | 150,409 | 0 | 0 | Against |
| Empower | 0 | 12,000 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 0 | 6,764 | 0 | 0 | Against |
Reported under meeting date 2026-03-31; no official results on file for that date.
43% fund support · no official result
The 2 asset managers below cast 43% of the shares they voted on this item FOR (146 for, 196 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0 | 196 | 0 | 0 | Against |
| Robertson Stephens Wealth Management, LLC | 146 | 0 | 0 | 0 | For |
Ranked by the number of Workiva Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 56,885,568 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 11.64% |
| 2 | Fidelity | 7.61% |
| 3 | BlackRock | 7.39% |
| 4 | Jericho Capital Asset Management L.P. | 2.63% |
| 5 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.55% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.16% |
| 7 | EDMOND DE ROTHSCHILD HOLDING S.A. | 1.99% |
| 8 | State Street | 1.94% |
| 9 | Topline Capital Management, LLC | 1.78% |
| 10 | T. Rowe Price | 1.74% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 11.00% | 13F |
| BlackRock | 8.15% | 13F |
| Vanguard Portfolio Management | 7.03% | 13G |
| Jericho Capital Asset Management L.P. | 6.12% | 13G |
| Matthew M Rizai | 4.67% | 13G |
| FMR (Fidelity) | 3.14% | 13F |
| State Street | 2.24% | 13F |
| Morgan Stanley | 2.22% | 13F |
| Geode Capital | 2.16% | 13F |
| Goldman Sachs | 1.43% | 13F |
Percentages above are of 56,885,568 shares outstanding, as reported by Workiva Inc. on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Workiva Inc.’s 10-Q dated 2026-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At Workiva Inc.'s shareholder meeting held 2026-05-28, in the 2025-2026 proxy season, 336 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,841 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — APPROVAL, ON AN ADVISORY BASIS, OF THE COMPENSATION OF WORKIVA'S NAMED EXECUTIVE OFFICERS. — FOR was 70% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Workiva Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-06-02.
Workiva Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).