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Workiva (WK) Institutional Ownership

Workiva logo
$76.47 -2.12 (-2.70%)
As of 03:58 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)
158
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$2.21B
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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
8/27/2026 Corient Private Wealth LP28,961$1.41M0.0%+33.4%0.052%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al4,900$238K0.0%N/A0.009%
8/24/2026 Vancity Investment Management Ltd20,149$977K0.1%+32.3%0.036%
8/24/2026 California State Teachers Retirement System2,902,693$140.81M0.0%+4,614.8%5.172%
8/21/2026 Alamar Capital Management LLC31,785$1.54M0.8%-10.4%0.057%
8/21/2026 Nykredit A S3,711$180K0.0%N/A0.007%
8/19/2026 Wellington Management Group LLP37,124$1.80M0.0%N/A0.066%
8/15/2026 Praesidium Investment Management Company LLC95,218$4.62M0.0%N/A0.170%
8/13/2026 Ranger Investment Management L.P.266,945$12.95M0.8%N/A0.476%
8/11/2026 Madison Asset Management LLC89,980$4.37M0.1%N/A0.160%
8/8/2026 Summit Creek Advisors LLC80,717$3.92M1.3%N/A0.144%
8/6/2026 Bank of New York Mellon Corp211,125$10.24M0.0%N/A0.376%
7/10/2026 Handelsbanken Fonder AB16,095$781K0.0%+1.3%0.029%
7/8/2026 Assenagon Asset Management S.A.96,074$4.66M0.0%N/A0.171%
7/7/2026 Harbor Investment Advisory LLC827$40K0.0%N/A0.001%
7/2/2026 Versant Capital Management Inc532$26K0.0%+202.3%0.001%
6/16/2026 Empowered Funds LLC9,100$543K0.0%+34.3%0.016%
6/2/2026 Optiver Holding B.V.621$37K0.0%+454.5%0.001%
5/28/2026 Lavelle Capital LP14,805$883K0.5%N/A0.026%
5/26/2026 Glenmede Trust Co. NA3,404$203K0.0%-24.4%0.006%
5/19/2026Janus Henderson Group PLC173,155$10.33M0.0%-23.1%0.309%
5/18/2026 Amundi11,624$693K0.0%-99.9%0.021%
5/18/2026 California State Teachers Retirement System61,566$3.67M0.0%+30.3%0.110%
5/18/2026 Royal Bank of Canada223,336$13.32M0.0%-94.9%0.398%
5/18/2026 Ranger Investment Management L.P.342,185$20.40M1.5%+11.5%0.610%
5/18/2026 Empowered Funds LLC9,100$543K0.0%+34.3%0.016%
5/16/2026 The Manufacturers Life Insurance Company23,961$1.43M0.0%-1.8%0.043%
5/16/2026 Hawk Ridge Capital Management LP1,091,582$65.09M2.4%N/A1.945%
5/16/2026 Quantinno Capital Management LP36,925$2.20M0.0%+320.9%0.066%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund85,762$5.11M0.0%N/A0.153%
5/14/2026 Renaissance Technologies LLC209,140$12.47M0.0%-25.1%0.373%
5/14/2026 Arrowstreet Capital Limited Partnership1,109,646$66.17M0.0%+88.5%1.952%
5/14/2026 Siren L.L.C.92,500$5.52M0.2%+16.9%0.163%
5/14/2026 Alamar Capital Management LLC35,470$2.12M1.3%N/A0.062%
5/14/2026 State of Wyoming7,948$474K0.1%+287.1%0.014%
5/13/2026 First Trust Advisors LP862,936$51.46M0.0%+16.4%1.518%
5/8/2026 PNC Financial Services Group Inc.3,387$202K0.0%-31.6%0.006%
5/8/2026 Madison Asset Management LLC61,752$3.68M0.0%+16.2%0.109%
5/7/2026 Dimensional Fund Advisors LP17,110$1.02M0.0%+3.9%0.030%
5/7/2026 Swiss National Bank98,521$5.88M0.0%+0.8%0.173%
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5/6/2026 Allspring Global Investments Holdings LLC3,962$237K0.0%+10.4%0.007%
5/5/2026 Bank of New York Mellon Corp227,426$13.56M0.0%-57.3%0.400%
5/4/2026 Principal Financial Group Inc.3,671$219K0.0%+23.6%0.006%
5/1/2026 Fifth Third Bancorp117,295$6.99M0.0%+10,410.3%0.206%
5/1/2026 Paladin Advisory Group LLC1,570$94K0.1%-15.5%0.003%
4/30/2026 Hsbc Holdings PLC16,376$979K0.0%+18.0%0.029%
4/27/2026 Leonteq Securities AG903$54K0.0%+191.3%0.002%
4/27/2026 Elevation Point Wealth Partners LLC3,434$205K0.0%N/A0.006%
4/24/2026 Conestoga Capital Advisors LLC754,553$44.99M0.9%-30.3%1.328%
4/22/2026 Janney Montgomery Scott LLC3,965$236K0.0%-75.7%0.007%
4/22/2026 Pictet Asset Management Holding SA7,494$447K0.0%+8.8%0.013%
4/20/2026 OP Asset Management Ltd60,177$3.59M0.0%N/A0.106%
4/18/2026 Riverbridge Partners LLC651,243$38.83M1.0%-43.5%1.146%
4/16/2026 SG Americas Securities LLC8,956$534K0.0%-83.4%0.016%
4/16/2026 Orser Capital Management LLC3,972$237K0.2%-91.6%0.007%
3/20/2026 Hsbc Holdings PLC13,880$1.20M0.0%N/A0.024%
3/17/2026 Rockefeller Capital Management L.P.810$70K0.0%+60.7%0.001%
3/3/2026 Caitong International Asset Management Co. Ltd927$80K0.0%N/A0.002%
2/19/2026 Vancity Investment Management Ltd12,408$1.07M0.1%-19.7%0.022%
2/19/2026 T. Rowe Price Investment Management Inc.842,025$72.63M0.0%-47.2%1.500%
2/19/2026 Invesco Ltd.41,770$3.60M0.0%+2.7%0.074%
2/18/2026 Mercer Global Advisors Inc. ADV15,584$1.34M0.0%+86.5%0.028%
2/18/2026 Vident Advisory LLC5,278$455K0.0%N/A0.009%
2/18/2026 Fuller & Thaler Asset Management Inc.893,859$77.10M0.3%+11.4%1.593%
2/18/2026 Empowered Funds LLC6,775$584K0.0%+8.2%0.012%
2/18/2026 XTX Topco Ltd2,632$227K0.0%N/A0.005%
2/18/2026 Tudor Investment Corp ET AL12,426$1.07M0.0%N/A0.022%
2/18/2026 Susquehanna Fundamental Investments LLC2,372$205K0.0%N/A0.004%
2/18/2026 Readystate Asset Management LP10,000$862K0.0%-97.3%0.018%
2/18/2026 Occudo Quantitative Strategies LP13,534$1.17M0.1%N/A0.024%
2/18/2026 Millennium Management LLC76,752$6.62M0.0%+215.1%0.137%
2/18/2026 Madison Avenue Partners LP59,946$5.17M0.2%N/A0.107%
2/18/2026 Irenic Capital Management LP552,010$47.61M3.2%+11.1%0.983%
2/18/2026Janus Henderson Group PLC225,175$19.42M0.0%+953.8%0.401%
2/18/2026 Eminence Capital LP3,706,152$319.66M5.1%-0.5%6.603%
2/18/2026 Engineers Gate Manager LP83,433$7.20M0.1%+3,174.5%0.149%
2/18/2026 Balyasny Asset Management L.P.19,044$1.64M0.0%N/A0.034%
2/18/2026 Boothbay Fund Management LLC6,257$540K0.0%-27.9%0.011%
2/17/2026 Nexpoint Asset Management L.P.15,320$1.32M0.1%N/A0.027%
2/17/2026 Schonfeld Strategic Advisors LLC6,927$597K0.0%-61.8%0.012%
2/17/2026 Brown Capital Management LLC208,494$17.98M1.5%-54.8%0.371%
2/17/2026 AQR Capital Management LLC522,304$45.05M0.0%+179.2%0.931%
2/17/2026 Aequim Alternative Investments LP44,815$3.87M0.1%+101.9%0.080%
2/17/2026 EFG International AG50,770$4.38M0.1%N/A0.090%
2/17/2026 Cetera Investment Advisers18,776$1.62M0.0%-6.3%0.033%
2/17/2026 Praesidium Investment Management Company LLC140,427$12.11M2.2%+59.7%0.250%
2/17/2026 Jain Global LLC221,786$19.13M0.1%+14.4%0.395%
2/17/2026 Trexquant Investment LP117,139$10.10M0.1%+539.1%0.209%
2/17/2026 Price T Rowe Associates Inc. MD1,047,893$90.38M0.0%-29.7%1.867%
2/17/2026 T. Rowe Price Investment Management Inc.319,993$27.60M0.0%-79.9%0.570%
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2/17/2026 California State Teachers Retirement System47,234$4.07M0.0%+1.2%0.084%
2/17/2026 Kemnay Advisory Services Inc.1,818$157K0.0%N/A0.003%
2/17/2026 Captrust Financial Advisors9,872$851K0.0%+106.7%0.018%
2/17/2026 ExodusPoint Capital Management LP150,509$12.98M0.1%+5,666.6%0.268%
2/17/2026 13D Management LLC52,000$4.49M5.3%N/A0.093%
2/17/2026 Graham Capital Management L.P.4,541$392K0.0%N/A0.008%
2/17/2026 Magnetar Financial LLC3,791$327K0.0%N/A0.007%
2/16/2026 Squarepoint Ops LLC51,992$4.48M0.0%-55.0%0.093%
2/16/2026 Vanguard Personalized Indexing Management LLC4,368$377K0.0%+10.5%0.008%
2/16/2026 Verition Fund Management LLC25,100$2.17M0.0%-6.5%0.045%


WK Institutional Ownership - Frequently Asked Questions

During the previous two years, 354 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($539.84M), Eminence Capital LP ($319.66M), California State Teachers Retirement System ($140.81M), Nordea Investment Management AB ($110.84M), Geode Capital Management LLC ($102.84M), Price T Rowe Associates Inc. MD ($90.38M), and Edmond DE Rothschild Holding S.A. ($88.68M).Learn more on Workiva's institutional investors.

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

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: Eminence Capital LP ($3.72M), California State Teachers Retirement System ($2.86M), Norges Bank ($1.75M), Edmond DE Rothschild Holding S.A. ($1.30M), Hawk Ridge Capital Management LP ($1.09M), Arrowstreet Capital Limited Partnership ($1.09M), and Hotchkis & Wiley Capital Management LLC ($1.03M).

Institutional investors have bought a total of 15,378,387 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

Of the 93 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: Amundi ($10.29M), Ameriprise Financial Inc. ($8.60M), Royal Bank of Canada ($4.14M), T. Rowe Price Investment Management Inc. ($2.03M), Riverbridge Partners LLC ($724.62K), Conestoga Capital Advisors LLC ($502.81K), and Brown Capital Management LLC ($493.51K).

Institutional investors have sold a total of 30,476,296 shares in the last 24 months. This volume of shares sold represents approximately $2.21B in transactions.


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Institutional ownership data for NYSE:WK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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