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Workiva (WK) Institutional Ownership

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$67.43 -0.09 (-0.13%)
As of 12:37 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)
192
Total
Institutional Inflows
(last 12 months)
$881.44M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$466.84M
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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
5/21/2025 Acadian Asset Management LLC52,223$3.96M0.0%N/A0.093%
5/20/2025 Intech Investment Management LLC28,118$2.13M0.0%+46.1%0.050%
5/19/2025 Bayforest Capital Ltd519$39K0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC176,880$13.43M0.0%-2.5%0.315%
5/16/2025 Woodline Partners LP300,513$22.81M0.1%+3,386.6%0.535%
5/16/2025 Empowered Funds LLC5,552$421K0.0%N/A0.010%
5/16/2025 Vancity Investment Management Ltd11,268$855K0.1%N/A0.020%
5/16/2025 Fred Alger Management LLC111,870$8.49M0.0%N/A0.199%
5/16/2025 Goldman Sachs Group Inc.342,782$26.02M0.0%-17.0%0.611%
5/16/2025 Dynamic Technology Lab Private Ltd31,030$2.36M0.3%N/A0.055%
5/16/2025 Tensile Capital Management LP215,269$16.34M2.1%-9.7%0.384%
5/16/2025 Petrus Trust Company LTA10,012$760K0.1%N/A0.018%
5/16/2025 Polar Asset Management Partners Inc.85,375$6.48M0.1%+60.5%0.152%
5/16/2025 Millennium Management LLC237,746$18.05M0.0%+44.5%0.424%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.174,625$13.26M0.0%+1.4%0.311%
5/16/2025 Jacobs Levy Equity Management Inc.102,133$7.75M0.0%-3.2%0.182%
5/16/2025 EFG Asset Management North America Corp.28,371$2.15M0.4%N/A0.051%
5/16/2025 Eminence Capital LP855,000$64.90M1.1%N/A1.523%
5/16/2025 Alliancebernstein L.P.780,130$59.22M0.0%+1,177.5%1.390%
5/16/2025 Banque Transatlantique SA3,712$260K0.0%N/A0.007%
5/16/2025 AQR Capital Management LLC84,900$6.45M0.0%+86.5%0.151%
5/15/2025 Alamar Capital Management LLC47,712$3.62M2.1%-1.1%0.085%
5/15/2025 Vident Advisory LLC2,796$212K0.0%+27.6%0.005%
5/15/2025 Magnetar Financial LLC2,757$209K0.0%N/A0.005%
5/15/2025 Siren L.L.C.17,500$1.33M0.1%+75.0%0.031%
5/15/2025 Trexquant Investment LP171,308$13.00M0.2%+95.9%0.305%
5/14/2025 Ieq Capital LLC3,370$256K0.0%N/A0.006%
5/14/2025 Comerica Bank104,277$7.92M0.0%+17.0%0.186%
5/14/2025 MetLife Investment Management LLC29,979$2.28M0.0%-1.4%0.053%
5/14/2025 Walleye Capital LLC44,739$3.40M0.0%-23.5%0.080%
5/14/2025 Campbell & CO Investment Adviser LLC31,516$2.39M0.2%N/A0.056%
5/14/2025 SVB Wealth LLC345$26K0.0%N/A0.001%
5/14/2025 AlphaQuest LLC2,147$163K0.0%N/A0.004%
5/14/2025 Advantage Alpha Capital Partners LP56,523$4.40M1.1%+24.0%0.101%
5/14/2025 T. Rowe Price Investment Management Inc.2,834,723$215.18M0.1%+32.0%5.051%
5/14/2025 Hsbc Holdings PLC25,977$1.96M0.0%+33.9%0.046%
5/14/2025 Quantbot Technologies LP9,678$735K0.0%N/A0.017%
5/13/2025 Northern Trust Corp592,637$44.99M0.0%-0.6%1.056%
5/13/2025 Versor Investments LP7,037$534K0.1%N/A0.013%
5/13/2025 Aberdeen Group plc252,639$19.18M0.0%+10.3%0.450%
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5/13/2025 Fox Run Management L.L.C.9,198$698K0.1%N/A0.016%
5/13/2025 Caitong International Asset Management Co. Ltd2,704$205K0.2%N/A0.005%
5/13/2025 HighTower Advisors LLC19,911$1.51M0.0%-8.5%0.035%
5/12/2025 King Luther Capital Management Corp68,335$5.19M0.0%-2.9%0.122%
5/12/2025 Virtu Financial LLC3,166$240K0.0%N/A0.006%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.131,092$9.95M0.0%+22.1%0.234%
5/12/2025 Swiss National Bank94,921$7.21M0.0%-1.1%0.169%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.2,149$163K0.0%-10.1%0.004%
5/9/2025 Headlands Technologies LLC2,256$171K0.0%N/A0.004%
5/9/2025 Charles Schwab Investment Management Inc.430,462$32.68M0.0%+0.7%0.767%
5/9/2025 Vanguard Group Inc.5,942,371$451.09M0.0%+2.5%10.588%
5/9/2025 PNC Financial Services Group Inc.4,513$343K0.0%-14.8%0.008%
5/8/2025Jefferies Financial Group Inc.3,327$253K0.0%-66.7%0.006%
5/8/2025 US Bancorp DE21,157$1.61M0.0%-4.6%0.038%
5/8/2025 Harbour Investments Inc.509$39K0.0%N/A0.001%
5/8/2025 Bayforest Capital Ltd519$39K0.0%N/A0.001%
5/8/2025 XTX Topco Ltd25,562$1.94M0.1%+305.4%0.046%
5/8/2025 GSA Capital Partners LLP11,557$877K0.1%N/A0.021%
5/8/2025 Federated Hermes Inc.24,337$1.85M0.0%-22.9%0.043%
5/7/2025 Summit Creek Advisors LLC68,759$5.22M0.8%N/A0.123%
5/7/2025 IVY Lane Capital Management LLC62,000$4.71M2.8%N/A0.110%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 13,269$1.01M0.0%+4.6%0.024%
5/7/2025 TD Asset Management Inc45,974$3.49M0.0%-10.0%0.082%
5/7/2025 Skandinaviska Enskilda Banken AB publ 2,825$214K0.0%+8.7%0.005%
5/7/2025 Knights of Columbus Asset Advisors LLC28,163$2.14M0.1%+39.7%0.050%
5/6/2025 Avantax Advisory Services Inc.2,867$218K0.0%+41.9%0.005%
5/6/2025 Madison Asset Management LLC58,261$4.42M0.0%+39.4%0.104%
5/6/2025 Legato Capital Management LLC5,041$383K0.1%+144.2%0.009%
5/6/2025 KLP Kapitalforvaltning AS9,500$721K0.0%-6.9%0.017%
5/5/2025 Allianz Asset Management GmbH43,380$3.29M0.0%-58.8%0.077%
5/2/2025 TimesSquare 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%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
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%
(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, 347 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), 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 279 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), T. Rowe Price Investment Management Inc. ($886.92K), Eminence Capital LP ($855K), Alliancebernstein L.P. ($719.06K), Loomis Sayles & Co. L P ($592.59K), Nordea Investment Management AB ($543.75K), and Brown Capital Management LLC ($536.09K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 15,443,167 shares in the last 24 months. This purchase volume represents approximately $1.43B in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 178 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. ($862.49K), Riverbridge Partners LLC ($617.31K), Zurcher Kantonalbank Zurich Cantonalbank ($457.71K), and Thrivent Financial for Lutherans ($347.11K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 52,698,153 shares in the last 24 months. This volume of shares sold represents approximately $5.28B in transactions.


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This page (NYSE:WK) was last updated on 5/23/2025 by MarketBeat.com Staff
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