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Workiva (WK) Institutional Ownership

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$67.84 -0.44 (-0.64%)
Closing price 07/2/2025 03:59 PM Eastern
Extended Trading
$67.85 +0.01 (+0.01%)
As of 07/2/2025 06:09 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)
192
Total
Institutional Inflows
(last 12 months)
$873.87M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$466.41M
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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
5/29/2025Rhumbline Advisers74,495$5.66M0.0%+4.1%0.134%
5/28/2025Strs Ohio4,200$319K0.0%N/A0.008%
5/21/2025Acadian Asset Management LLC52,223$3.96M0.0%N/A0.093%
5/20/2025Intech Investment Management LLC28,118$2.13M0.0%+46.1%0.050%
5/19/2025Bayforest Capital Ltd519$39K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC176,880$13.43M0.0%-2.5%0.315%
5/16/2025Woodline Partners LP300,513$22.81M0.1%+3,386.6%0.535%
5/16/2025Empowered Funds LLC5,552$421K0.0%N/A0.010%
5/16/2025Vancity Investment Management Ltd11,268$855K0.1%N/A0.020%
5/16/2025Fred Alger Management LLC111,870$8.49M0.0%N/A0.199%
5/16/2025Goldman Sachs Group Inc.342,782$26.02M0.0%-17.0%0.615%
5/16/2025Dynamic Technology Lab Private Ltd31,030$2.36M0.3%N/A0.055%
5/16/2025Tensile Capital Management LP215,269$16.34M2.1%-9.7%0.384%
5/16/2025Petrus Trust Company LTA10,012$760K0.1%N/A0.018%
5/16/2025Polar Asset Management Partners Inc.85,375$6.48M0.1%+60.5%0.152%
5/16/2025Millennium Management LLC237,746$18.05M0.0%+44.5%0.424%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.174,625$13.26M0.0%+1.4%0.311%
5/16/2025Jacobs Levy Equity Management Inc.102,133$7.75M0.0%-3.2%0.182%
5/16/2025EFG Asset Management North America Corp.28,371$2.15M0.4%N/A0.051%
5/16/2025Eminence Capital LP855,000$64.90M1.1%N/A1.523%
5/16/2025Alliancebernstein L.P.780,130$59.22M0.0%+1,177.5%1.390%
5/16/2025Banque Transatlantique SA3,712$260K0.0%N/A0.007%
5/16/2025AQR Capital Management LLC84,900$6.45M0.0%+86.5%0.151%
5/15/2025Alamar Capital Management LLC47,712$3.62M2.1%-1.1%0.085%
5/15/2025Vident Advisory LLC2,796$212K0.0%+27.6%0.005%
5/15/2025Magnetar Financial LLC2,757$209K0.0%N/A0.005%
5/15/2025Siren L.L.C.17,500$1.33M0.1%+75.0%0.031%
5/15/2025Trexquant Investment LP171,308$13.00M0.2%+95.9%0.305%
5/14/2025Ieq Capital LLC3,370$256K0.0%N/A0.006%
5/14/2025Comerica Bank104,277$7.92M0.0%+17.0%0.186%
5/14/2025MetLife Investment Management LLC29,979$2.28M0.0%-1.4%0.053%
5/14/2025Walleye Capital LLC44,739$3.40M0.0%-23.5%0.080%
5/14/2025Campbell & CO Investment Adviser LLC31,516$2.39M0.2%N/A0.056%
5/14/2025SVB Wealth LLC345$26K0.0%N/A0.001%
5/14/2025AlphaQuest LLC2,147$163K0.0%N/A0.004%
5/14/2025Advantage Alpha Capital Partners LP56,523$4.40M1.1%+24.0%0.101%
5/14/2025T. Rowe Price Investment Management Inc.2,834,723$215.18M0.1%+32.0%5.051%
5/14/2025Hsbc Holdings PLC25,977$1.96M0.0%+33.9%0.046%
5/14/2025Quantbot Technologies LP9,678$735K0.0%N/A0.017%
5/13/2025Northern Trust Corp592,637$44.99M0.0%-0.6%1.056%
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5/13/2025Versor Investments LP7,037$534K0.1%N/A0.013%
5/13/2025Aberdeen Group plc252,639$19.18M0.0%+10.3%0.450%
5/13/2025Fox Run Management L.L.C.9,198$698K0.1%N/A0.016%
5/13/2025Caitong International Asset Management Co. Ltd2,704$205K0.2%N/A0.005%
5/13/2025HighTower Advisors LLC19,911$1.51M0.0%-8.5%0.035%
5/12/2025King Luther Capital Management Corp68,335$5.19M0.0%-2.9%0.122%
5/12/2025Virtu Financial LLC3,166$240K0.0%N/A0.006%
5/12/2025Connor Clark & Lunn Investment Management Ltd.131,092$9.95M0.0%+22.1%0.234%
5/12/2025Swiss National Bank94,921$7.21M0.0%-1.1%0.169%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.2,149$163K0.0%-10.1%0.004%
5/9/2025Headlands Technologies LLC2,256$171K0.0%N/A0.004%
5/9/2025Charles Schwab Investment Management Inc.430,462$32.68M0.0%+0.7%0.767%
5/9/2025Vanguard Group Inc.5,942,371$451.09M0.0%+2.5%10.588%
5/9/2025PNC 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%
5/8/2025US Bancorp DE21,157$1.61M0.0%-4.6%0.038%
5/8/2025Harbour Investments Inc.509$39K0.0%N/A0.001%
5/8/2025Bayforest Capital Ltd519$39K0.0%N/A0.001%
5/8/2025XTX Topco Ltd25,562$1.94M0.1%+305.4%0.046%
5/8/2025GSA Capital Partners LLP11,557$877K0.1%N/A0.021%
5/8/2025Federated Hermes Inc.24,337$1.85M0.0%-22.9%0.043%
5/7/2025Summit Creek Advisors LLC68,759$5.22M0.8%N/A0.123%
5/7/2025IVY Lane Capital Management LLC62,000$4.71M2.8%N/A0.110%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 13,269$1.01M0.0%+4.6%0.024%
5/7/2025TD Asset Management Inc45,974$3.49M0.0%-10.0%0.082%
5/7/2025Skandinaviska Enskilda Banken AB publ 2,825$214K0.0%+8.7%0.005%
5/7/2025Knights of Columbus Asset Advisors LLC28,163$2.14M0.1%+39.7%0.050%
5/6/2025Avantax Advisory Services Inc.2,867$218K0.0%+41.9%0.005%
5/6/2025Madison Asset Management LLC58,261$4.42M0.0%+39.4%0.104%
5/6/2025Legato Capital Management LLC5,041$383K0.1%+144.2%0.009%
5/6/2025KLP Kapitalforvaltning AS9,500$721K0.0%-6.9%0.017%
5/5/2025Allianz Asset Management GmbH43,380$3.29M0.0%-58.8%0.077%
5/2/2025TimesSquare Capital Management LLC472,851$35.89M0.6%-15.6%0.842%
5/1/2025CWM LLC8,166$620K0.0%+27.4%0.015%
5/1/2025Mutual of America Capital Management LLC77,284$5.87M0.1%+8.9%0.138%
5/1/2025Xponance Inc.3,850$292K0.0%+6.7%0.007%
4/30/2025Cerity Partners LLC2,641$200K0.0%-10.5%0.005%
4/30/2025Brown Advisory Inc.40,160$3.05M0.0%-89.2%0.072%
4/29/2025Envestnet Asset Management Inc.173,141$13.14M0.0%-6.7%0.308%
4/29/2025OneDigital Investment Advisors LLC36,080$2.74M0.0%-7.5%0.064%
4/29/2025Avantax Planning Partners Inc.16,640$1.26M0.0%-6.2%0.030%
4/28/2025Principal Financial Group Inc.4,084$310K0.0%-5.4%0.007%
4/28/2025Teacher Retirement System of Texas8,734$663K0.0%+13.9%0.016%
4/25/2025Goodman Advisory Group LLC34,492$2.62M1.2%N/A0.061%
4/24/2025Mirae Asset Global Investments Co. Ltd.6,387$503K0.0%-5.2%0.011%
4/23/2025Bessemer Group Inc.567$43K0.0%+109.2%0.001%
4/23/2025Oppenheimer Asset Management Inc.71,717$5.44M0.1%-2.1%0.128%
4/21/2025Riverbridge Partners LLC1,536,450$116.63M1.9%-6.7%2.738%
4/21/2025Envestnet Portfolio Solutions Inc.4,633$352K0.0%-25.0%0.008%
4/17/2025Conestoga Capital Advisors LLC1,179,179$89.51M1.4%+1.2%2.101%
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4/17/2025Janney Montgomery Scott LLC19,596$1.49M0.0%+1.9%0.035%
4/17/2025Trust Point Inc.11,097$842K0.1%-22.1%0.020%
4/16/2025Elevation Point Wealth Partners LLC4,263$324K0.0%+15.9%0.008%
4/15/2025Assenagon Asset Management S.A.181,898$13.81M0.0%+35.7%0.324%
4/15/2025SG Americas Securities LLC13,038$990K0.0%+39.6%0.023%
4/14/2025Harbor Capital Advisors Inc.13,269$1.01M0.0%+46.5%0.024%
4/14/2025Farther Finance Advisors LLC411$31K0.0%+705.9%0.001%
4/14/2025Abacus Planning Group Inc.52,954$4.02M0.7%+2,508.6%0.094%
4/14/2025Park Avenue Securities LLC4,374$332K0.0%-4.1%0.008%
4/10/2025Orser Capital Management LLC56,462$4.29M3.4%+5.2%0.101%
(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, 346 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 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 278 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: 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 9,723,503 shares in the last 24 months. This purchase volume represents approximately $873.87M in transactions.

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

Of the 117 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: Brown Advisory Inc. ($607.12K), Zurcher Kantonalbank Zurich Cantonalbank ($457.71K), Thrivent Financial for Lutherans ($347.11K), Riverbridge Partners LLC ($333.74K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($313.44K), DF Dent & Co. Inc. ($312.73K), and Clearbridge Investments LLC ($221.76K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 5,096,410 shares in the last 24 months. This volume of shares sold represents approximately $466.41M in transactions.


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This page (NYSE:WK) was last updated on 7/3/2025 by MarketBeat.com Staff
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