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Workiva (WK) Institutional Ownership

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$87.79 +0.54 (+0.62%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$87.84 +0.06 (+0.06%)
As of 10/17/2025 07:41 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Workiva (NYSE:WK)

Current
Institutional Ownership
Percentage
92.21%
Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$1.17B
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$1.77B
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WK Institutional Buying and Selling by Quarter

Workiva Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025Kopp Family Office LLC57,566$4.96M3.2%-42.9%0.103%
10/15/2025 CWM LLC15,348$1.32M0.0%+66.0%0.027%
10/15/2025 Harbor Capital Advisors Inc.39,514$3.40M0.3%+146.6%0.071%
10/15/2025 Brookstone Capital Management8,329$717K0.0%N/A0.015%
10/14/2025 Riverbridge Partners LLC1,290,870$111.12M1.9%-6.2%2.304%
10/10/2025 Trust Point Inc.7,475$643K0.1%+8.8%0.013%
10/10/2025 Flputnam Investment Management Co.80,491$6.93M0.1%N/A0.144%
10/9/2025 Voya Financial Advisors Inc.3,758$320K0.0%-3.6%0.007%
10/7/2025 Orser Capital Management LLC48,087$4.14M2.3%-1.8%0.086%
10/7/2025 ST Germain D J Co. Inc.2,055$177K0.0%N/A0.004%
10/7/2025 Assenagon Asset Management S.A.4,916$423K0.0%-96.7%0.009%
10/6/2025 Heartwood Wealth Advisors LLC2,000$172K0.0%N/A0.004%
10/2/2025 GAMMA Investing LLC287$25K0.0%+287.8%0.001%
9/4/2025Osaic Holdings Inc.480$33K0.0%-26.4%0.001%
8/27/2025Squarepoint Ops LLC103,606$7.09M0.0%+313.4%0.185%
8/19/2025Ranger Investment Management L.P.223,620$15.31M1.1%-5.1%0.399%
8/19/2025State of Wyoming1,346$92K0.0%-28.8%0.002%
8/16/2025FORA Capital LLC8,312$569K0.1%N/A0.015%
8/15/2025CANADA LIFE ASSURANCE Co72,062$4.94M0.0%-1.5%0.129%
8/15/2025Tower Research Capital LLC TRC 7,637$523K0.0%+598.1%0.014%
8/15/2025Captrust Financial Advisors3,402$233K0.0%-7.9%0.006%
8/15/2025Two Sigma Securities LLC6,005$411K0.1%N/A0.011%
8/15/2025Tensile Capital Management LP189,742$12.99M1.6%-11.9%0.339%
8/15/2025Topline Capital Management LLC58,000$3.97M0.7%N/A0.104%
8/15/2025Holocene Advisors LP56,008$3.83M0.0%+342.2%0.100%
8/15/2025Eminence Capital LP2,646,768$181.17M2.2%+209.6%4.725%
8/15/2025Engineers Gate Manager LP104,017$7.12M0.1%+86.7%0.186%
8/15/2025Bank of America Corp DE418,993$28.68M0.0%-47.1%0.748%
8/15/2025AQR Capital Management LLC100,662$6.89M0.0%+18.6%0.180%
8/14/2025Jane Street Group LLC79,118$5.42M0.0%-99.4%0.141%
8/14/2025Raymond James Financial Inc.51,239$3.51M0.0%-2.5%0.091%
8/14/2025Canada Pension Plan Investment Board5,500$376K0.0%+189.5%0.010%
8/14/2025Occudo Quantitative Strategies LP4,753$325K0.0%-61.9%0.008%
8/14/2025Quantinno Capital Management LP3,983$273K0.0%-23.2%0.007%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.181,755$12.44M0.0%+4.1%0.324%
8/14/2025TFG Asset Management GP Ltd150,000$10.27M1.7%N/A0.268%
8/14/2025The Manufacturers Life Insurance Company 27,662$1.89M0.0%-7.6%0.049%
8/14/2025Squarepoint Ops LLC103,606$7.09M0.0%+313.4%0.185%
8/14/2025Qube Research & Technologies Ltd260,900$17.86M0.0%+46.3%0.466%
8/14/2025WINTON GROUP Ltd11,536$790K0.0%N/A0.021%
8/14/2025California Public Employees Retirement System82,197$5.63M0.0%+0.4%0.147%
8/14/2025Cerity Partners LLC3,297$226K0.0%+24.8%0.006%
8/13/2025Jump Financial LLC60,281$4.13M0.0%-97.7%0.108%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA24,731$1.69M0.4%+11.2%0.044%
8/13/2025Brown Advisory Inc.38,895$2.66M0.0%-3.1%0.069%
8/13/2025Marshall Wace LLP3,471$238K0.0%-93.9%0.006%
8/13/2025Brown Capital Management LLC702,007$48.05M1.4%+0.9%1.253%
8/13/2025Walleye Capital LLC7,828$536K0.0%-82.5%0.014%
8/13/2025First Trust Advisors LP964,347$66.01M0.1%+0.4%1.722%
8/13/2025Invesco Ltd.38,989$2.67M0.0%-98.5%0.070%
8/13/2025Arrowstreet Capital Limited Partnership493,180$33.76M0.0%-20.5%0.880%
8/13/2025Quantbot Technologies LP20,215$1.38M0.0%+108.9%0.036%
8/13/2025Edgestream Partners L.P.73,306$5.02M0.1%N/A0.131%
8/13/2025Loomis Sayles & Co. L P644,631$44.13M0.1%-19.1%1.151%
8/13/2025Norges Bank587,735$40.23M0.0%N/A1.049%
8/13/2025Quadrature Capital Ltd18,039$1.24M0.0%+309.9%0.032%
8/13/2025Hsbc Holdings PLC28,541$1.94M0.0%+9.9%0.051%
8/13/2025Northwestern Mutual Wealth Management Co.2,061$141K0.0%-14.8%0.004%
8/13/2025Advantage Alpha Capital Partners LP78,447$5.37M1.4%+38.8%0.140%
8/13/2025Elevation Point Wealth Partners LLC4,608$315K0.0%+8.1%0.008%
8/12/2025XTX Topco Ltd27,698$1.90M0.1%+8.4%0.049%
8/12/2025Edmond DE Rothschild Holding S.A.1,295,497$88.68M1.4%N/A2.313%
8/12/2025Summit Global Investments7,346$503K0.0%+15.8%0.013%
8/12/2025Prudential Financial Inc.6,259$428K0.0%+66.7%0.011%
8/12/2025Rhumbline Advisers77,141$5.28M0.0%+3.6%0.138%
8/12/2025Legal & General Group Plc55,961$3.83M0.0%+3.3%0.100%
8/12/2025Swiss National Bank94,221$6.45M0.0%-0.7%0.168%
8/12/2025Handelsbanken Fonder AB13,400$917K0.0%-3.6%0.024%
8/11/2025TD Waterhouse Canada Inc.740$51K0.0%N/A0.001%
8/11/2025Dorsey & Whitney Trust CO LLC27,919$1.91M0.1%+2.5%0.050%
8/8/2025Intech Investment Management LLC21,977$1.50M0.0%-21.8%0.039%
8/8/2025Creative Planning5,902$404K0.0%-74.8%0.011%
8/8/2025Police & Firemen s Retirement System of New Jersey11,538$790K0.0%+4.4%0.021%
8/8/2025Geode Capital Management LLC1,207,108$82.64M0.0%+0.3%2.166%
8/8/2025PNC Financial Services Group Inc.3,825$262K0.0%-15.2%0.007%
8/8/2025Wealth Alliance LLC3,122$214K0.0%+8.2%0.006%
8/8/2025TimesSquare Capital Management LLC459,586$31.46M0.5%-2.8%0.825%
8/8/2025KBC Group NV1,425$98K0.0%-99.3%0.003%
8/7/2025ProShare Advisors LLC10,765$737K0.0%-5.9%0.019%
8/7/2025King Luther Capital Management Corp79,835$5.47M0.0%+16.8%0.143%
8/7/2025Acadian Asset Management LLC86,066$5.89M0.0%+64.8%0.154%
8/7/2025Campbell & CO Investment Adviser LLC12,364$846K0.1%-60.8%0.022%
8/7/2025Connor Clark & Lunn Investment Management Ltd.138,881$9.51M0.0%+5.9%0.249%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.2,453$168K0.0%+14.1%0.004%
8/7/2025Los Angeles Capital Management LLC14,038$961K0.0%-55.0%0.025%
8/6/2025Summit Investment Advisors Inc.5,154$391K0.3%-2.5%0.009%
8/6/2025Savant Capital LLC3,997$274K0.0%+41.9%0.007%
8/6/2025Summit Creek Advisors LLC95,108$6.51M0.9%+38.3%0.171%
8/6/2025EFG Asset Management North America Corp.35,196$2.41M0.3%+24.1%0.063%
8/5/2025Transatlantique Private Wealth LLC3,428$235K0.1%-33.3%0.006%
8/5/2025Ceera Investments LLC15,301$1.05M0.3%N/A0.027%
8/5/2025Nicholas Company Inc.80,881$5.54M0.1%+9.3%0.145%
8/4/2025Atria Investments Inc4,629$317K0.0%+6.8%0.008%
8/1/2025Teacher Retirement System of Texas9,201$630K0.0%+5.3%0.017%
8/1/2025Y Intercept Hong Kong Ltd40,883$2.80M0.1%N/A0.073%
8/1/2025Envestnet Asset Management Inc.166,537$11.40M0.0%-3.8%0.299%
7/31/2025Oppenheimer Asset Management Inc.67,442$4.62M0.1%-6.0%0.121%
7/31/2025University of Texas Texas AM Investment Management Co.23,868$1.63M0.3%N/A0.043%
7/31/2025Ingalls & Snyder LLC43,454$2.97M0.1%-40.7%0.078%
7/31/2025State of New Jersey Common Pension Fund D27,895$1.91M0.0%+21.1%0.050%
(Data available from 1/1/2016 forward)

WK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WK shares?

During the previous two years, 348 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($451.09M), T. Rowe Price Investment Management Inc. ($215.18M), FMR LLC ($186.60M), Eminence Capital LP ($181.17M), Ameriprise Financial Inc. ($156.84M), Champlain Investment Partners LLC ($113.64M), and Riverbridge Partners LLC ($111.12M).Learn more on Workiva's institutional investors.

What percentage of Workiva's stock is owned by institutional investors?

92.21% of Workiva's stock is owned by institutional investors. Learn more on WK's institutional investor holdings.

Which institutional investors have been buying Workiva's stock?

Of the 284 institutional investors that purchased Workiva's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Eminence Capital LP ($2.65M), Norges Bank ($1.69M), Edmond DE Rothschild Holding S.A. ($1.30M), T. Rowe Price Investment Management Inc. ($886.92K), Alliancebernstein L.P. ($719.06K), Loomis Sayles & Co. L P ($592.59K), and Nordea Investment Management AB ($543.75K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 14,001,591 shares in the last 24 months. This purchase volume represents approximately $1.17B in transactions.

Which of Workiva's major shareholders have been selling company stock?

Of the 129 institutional investors that sold Workiva's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($13.10M), Invesco Ltd. ($2.57M), Jump Financial LLC ($2.54M), Brown Advisory Inc. ($608.38K), Riverbridge Partners LLC ($461.39K), Zurcher Kantonalbank Zurich Cantonalbank ($447.87K), and Bank of America Corp DE ($372.47K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 24,151,959 shares in the last 24 months. This volume of shares sold represents approximately $1.77B in transactions.


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This page (NYSE:WK) was last updated on 10/18/2025 by MarketBeat.com Staff
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