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Workiva (WK) Institutional Ownership

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$67.31 -7.08 (-9.52%)
Closing price 05/2/2025 03:59 PM Eastern
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$67.19 -0.12 (-0.17%)
As of 05/2/2025 07:52 PM Eastern
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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)
171
Total
Institutional Inflows
(last 12 months)
$698.22M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$477.24M
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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
5/2/2025TimesSquare Capital Management LLC472,851$35.89M0.6%-15.6%0.842%
5/1/2025 CWM LLC8,166$620K0.0%+27.4%0.015%
5/1/2025 Mutual of America Capital Management LLC77,284$5.87M0.1%+8.9%0.138%
5/1/2025 Xponance Inc.3,850$292K0.0%+6.7%0.007%
4/30/2025 Cerity Partners LLC2,641$200K0.0%-10.5%0.005%
4/30/2025 Brown Advisory Inc.40,160$3.05M0.0%-89.2%0.072%
4/29/2025 Envestnet Asset Management Inc.173,141$13.14M0.0%-6.7%0.308%
4/29/2025 OneDigital Investment Advisors LLC36,080$2.74M0.0%-7.5%0.064%
4/29/2025 Avantax Planning Partners Inc.16,640$1.26M0.0%-6.2%0.030%
4/28/2025 Principal Financial Group Inc.4,084$310K0.0%-5.4%0.007%
4/28/2025 Teacher Retirement System of Texas8,734$663K0.0%+13.9%0.016%
4/25/2025 Goodman Advisory Group LLC34,492$2.62M1.2%N/A0.061%
4/24/2025 Mirae Asset Global Investments Co. Ltd.6,387$503K0.0%-5.2%0.011%
4/23/2025 Bessemer Group Inc.567$43K0.0%+109.2%0.001%
4/23/2025 Oppenheimer Asset Management Inc.71,717$5.44M0.1%-2.1%0.128%
4/21/2025 Riverbridge Partners LLC1,536,450$116.63M1.9%-6.7%2.738%
4/21/2025 Envestnet Portfolio Solutions Inc.4,633$352K0.0%-25.0%0.008%
4/17/2025 Conestoga Capital Advisors LLC1,179,179$89.51M1.4%+1.2%2.101%
4/17/2025 Janney Montgomery Scott LLC19,596$1.49M0.0%+1.9%0.035%
4/17/2025 Trust Point Inc.11,097$842K0.1%-22.1%0.020%
4/16/2025 Elevation Point Wealth Partners LLC4,263$324K0.0%+15.9%0.008%
4/15/2025 Assenagon Asset Management S.A.181,898$13.81M0.0%+35.7%0.324%
4/15/2025 SG Americas Securities LLC13,038$990K0.0%+39.6%0.023%
4/14/2025 Harbor Capital Advisors Inc.13,269$1.01M0.0%+46.5%0.024%
4/14/2025 Farther Finance Advisors LLC411$31K0.0%+705.9%0.001%
4/14/2025 Abacus Planning Group Inc.52,954$4.02M0.7%+2,508.6%0.094%
4/14/2025 Park Avenue Securities LLC4,374$332K0.0%-4.1%0.008%
4/10/2025 Orser Capital Management LLC56,462$4.29M3.4%+5.2%0.101%
4/8/2025 Rhumbline Advisers74,495$5.66M0.0%+4.1%0.133%
4/7/2025 Summit Global Investments6,343$481K0.0%N/A0.011%
4/7/2025 GAMMA Investing LLC21,103$1.60M0.0%+8,443.7%0.038%
4/2/2025 Global Wealth Strategies & Associates703$53K0.0%N/A0.001%
3/18/2025California State Teachers Retirement System45,785$5.01M0.0%-0.4%0.082%
2/25/2025Polar Asset Management Partners Inc.53,200$5.83M0.1%N/A0.096%
2/18/2025GTS Securities LLC1,936$212K0.0%N/A0.003%
2/18/2025Castleark Management LLC62,100$6.80M0.2%N/A0.112%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC181,478$19.87M0.0%-63.0%0.328%
2/17/2025Voloridge Investment Management LLC64,796$7.10M0.0%-27.5%0.117%
2/17/2025Woodline Partners LP8,619$944K0.0%-91.9%0.016%
2/17/2025Vident Advisory LLC2,192$240K0.0%N/A0.004%
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2/17/2025Two Sigma Advisers LP42,200$4.62M0.0%+155.8%0.076%
2/17/2025Two Sigma Investments LP112,429$12.31M0.0%+37.8%0.203%
2/17/2025Tensile Capital Management LP238,321$26.10M2.7%-21.8%0.430%
2/17/2025Point72 Asset Management L.P.300,116$32.86M0.1%N/A0.542%
2/17/2025Polar Asset Management Partners Inc.53,200$5.83M0.1%N/A0.096%
2/17/2025ProShare Advisors LLC14,584$1.60M0.0%-26.5%0.026%
2/17/2025Quantinno Capital Management LP3,342$366K0.0%+27.5%0.006%
2/17/2025Main Management ETF Advisors LLC10,680$1.17M0.1%-8.2%0.019%
2/17/2025Nomura Holdings Inc.2,279$250K0.0%N/A0.004%
2/17/2025Nicholas Investment Partners LP17,478$1.91M0.2%N/A0.032%
2/17/2025Nuveen Asset Management LLC588,428$64.43M0.0%+0.3%1.062%
2/17/2025Occudo Quantitative Strategies LP6,191$678K0.1%+50.0%0.011%
2/17/2025Millennium Management LLC164,480$18.01M0.0%-43.5%0.297%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.172,202$18.86M0.0%-16.1%0.311%
2/17/2025Lazard Asset Management LLC15,573$1.71M0.0%+10,282.0%0.028%
2/17/2025LMR Partners LLP147,500$16.15M0.1%N/A0.266%
2/17/2025 Investor s Fiduciary Advisor Network LLC7,560$827K0.3%N/A0.014%
2/17/2025Jacobs Levy Equity Management Inc.105,455$11.55M0.0%-53.6%0.190%
2/17/2025Granahan Investment Management LLC93,513$10.24M0.4%-33.1%0.169%
2/17/2025G2 Investment Partners Management LLC21,002$2.30M0.6%N/A0.038%
2/17/2025Engle Capital Management L.P.186,000$20.37M6.1%N/A0.336%
2/17/2025Frontier Capital Management Co. LLC78,600$8.61M0.1%-0.2%0.142%
2/17/2025D. E. Shaw & Co. Inc.15,511$1.70M0.0%-86.9%0.028%
2/17/2025Cetera Investment Advisers18,209$1.99M0.0%-2.2%0.033%
2/17/2025Captrust Financial Advisors4,742$519K0.0%-57.8%0.009%
2/17/2025 Brown Advisory Inc.372,257$40.76M0.1%-42.5%0.672%
2/17/2025Balyasny Asset Management L.P.188,418$20.63M0.0%+11.0%0.340%
2/17/2025Aristeia Capital L.L.C.81,800$8.96M0.3%N/A0.148%
2/17/2025Aequim Alternative Investments LP22,200$2.43M0.1%N/A0.040%
2/14/2025Comerica Bank89,130$9.76M0.0%-0.3%0.161%
2/14/2025Untitled Investments LP69,841$7.65M1.9%N/A0.126%
2/14/2025AQR Capital Management LLC45,529$4.99M0.0%-17.0%0.082%
2/14/2025Northern Trust Corp596,466$65.31M0.0%+6.9%1.077%
2/14/2025The Manufacturers Life Insurance Company 29,231$3.20M0.0%-2.0%0.053%
2/14/2025Beacon Pointe Advisors LLC2,000$219K0.0%N/A0.004%
2/14/2025Aquatic Capital Management LLC8,324$911K0.0%-29.7%0.015%
2/14/2025Johnson Financial Group Inc.599$66K0.0%N/A0.001%
2/14/2025Boothbay Fund Management LLC4,246$465K0.0%N/A0.008%
2/14/2025Susquehanna Fundamental Investments LLC38,479$4.21M0.1%N/A0.069%
2/14/2025Stonebridge Capital Advisors LLC2,125$233K0.0%N/A0.004%
2/14/2025T. Rowe Price Investment Management Inc.2,148,021$235.21M0.1%+10.3%3.878%
2/14/2025MGO One Seven LLC2,662$291K0.0%N/A0.005%
2/14/2025Price T Rowe Associates Inc. MD111,457$12.21M0.0%-37.9%0.201%
2/14/2025Hsbc Holdings PLC19,397$2.12M0.0%-35.1%0.035%
2/14/2025Stifel Financial Corp42,732$4.68M0.0%-0.3%0.077%
2/14/2025 OneDigital Investment Advisors LLC39,009$4.27M0.0%-2.7%0.070%
2/14/2025Tower Research Capital LLC TRC 797$87K0.0%-87.5%0.001%
2/14/2025Transatlantique Private Wealth LLC5,828$638K0.2%+22.2%0.011%
2/14/2025Tradition Wealth Management LLC4,507$494K0.0%-5.4%0.008%
2/14/2025Mirabella Financial Services LLP3,451$378K0.0%-95.2%0.006%
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2/14/2025MetLife Investment Management LLC30,413$3.33M0.0%+4.4%0.055%
2/14/2025First Trust Advisors LP824,219$90.25M0.1%+3.0%1.488%
2/14/2025GeoWealth Management LLC622$68K0.0%+3,010.0%0.001%
2/13/2025CANADA LIFE ASSURANCE Co63,877$6.99M0.0%-14.8%0.115%
2/13/2025Canada Pension Plan Investment Board44,700$4.90M0.0%+3,338.5%0.081%
2/13/2025XTX Topco Ltd6,305$690K0.1%N/A0.011%
2/13/2025Summit Investment Advisors Inc.5,284$579K0.5%+5.2%0.010%
2/13/2025 Inlight Wealth Management LLC3,607$395K0.1%N/A0.007%
2/13/2025 Bessemer Group Inc.271$30K0.0%-76.9%0.000%
2/13/2025CenterBook Partners LP3,528$386K0.0%-49.5%0.006%
(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, 335 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($635.11M), T. Rowe Price Investment Management Inc. ($235.21M), FMR LLC ($186.60M), Ameriprise Financial Inc. ($156.84M), Geode Capital Management LLC ($125.50M), Invesco Ltd. ($119.28M), and Riverbridge Partners LLC ($116.63M).Learn more on WK's institutional investors.

What percentage of Workiva stock is owned by institutional investors?

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

Which institutional investors have been buying Workiva stock?

Of the 269 institutional investors that purchased Workiva stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.11M), Brown Capital Management LLC ($953.93K), Loomis Sayles & Co. L P ($592.59K), Nordea Investment Management AB ($543.75K), Groupama Asset Managment ($500K), Champlain Investment Partners LLC ($492.95K), and Arrowstreet Capital Limited Partnership ($468.98K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 12,710,112 shares in the last 24 months. This purchase volume represents approximately $1.25B in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 177 institutional investors that sold Workiva stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($24.85M), FMR LLC ($17.75M), Invesco Ltd. ($2.10M), Brown Advisory Inc. ($1.22M), Riverbridge Partners LLC ($617.31K), Clearbridge Investments LLC ($570.97K), and Zurcher Kantonalbank Zurich Cantonalbank ($457.71K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 53,786,363 shares in the last 24 months. This volume of shares sold represents approximately $5.40B in transactions.


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This page (NYSE:WK) was last updated on 5/3/2025 by MarketBeat.com Staff
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