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Workiva (WK) Institutional Ownership

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$80.07
-0.22 (-0.27%)
(As of 04/24/2024 ET)
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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)
$526.45M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$4.92B
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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
4/24/2024Assenagon Asset Management S.A.16,707$1.42M0.0%-1.3%0.031%
4/23/2024 Bell Bank7,990$678K0.1%-12.6%0.015%
4/23/2024 Fifth Third Bancorp1,692$143K0.0%+9.0%0.003%
4/18/2024 Allspring Global Investments Holdings LLC110,445$9.37M0.0%-29.8%0.202%
4/18/2024 Diversified Trust Co11,410$968K0.0%+98.0%0.021%
4/11/2024 Orser Capital Management LLC58,878$4.99M4.9%+1.1%0.108%
4/9/2024 Foster Group Inc.4,073$345K0.0%-6.8%0.007%
4/4/2024 Moody National Bank Trust Division19,734$1.67M0.1%+13.4%0.036%
3/25/2024Quadrature Capital Ltd9,304$944K0.0%-57.6%0.017%
3/22/2024PNC Financial Services Group Inc.19,992$2.03M0.0%+42.1%0.037%
3/11/2024Vanguard Group Inc.5,004,409$508.10M0.0%+1.0%9.144%
3/5/2024Wellington Management Group LLP156,745$15.91M0.0%-23.3%0.286%
3/1/2024Goldman Sachs Group Inc.226,488$23.00M0.0%+8.1%0.419%
2/28/2024American International Group Inc.24,727$2.51M0.0%+1.2%0.046%
2/26/2024Virtu Financial LLC7,454$757K0.1%N/A0.014%
2/20/2024Vancity Investment Management Ltd9,112$925K0.1%+13.9%0.017%
2/15/2024Occudo Quantitative Strategies LP48,063$4.88M0.7%N/A0.089%
2/15/2024Granahan Investment Management LLC419,090$42.55M1.4%-3.8%0.775%
2/15/2024Brown Capital Management LLC1,271,707$129.12M1.9%+22.6%2.353%
2/14/2024Mairs & Power Inc.768,573$78.03M0.8%-3.1%1.422%
2/14/2024Icon Wealth Advisors LLC6,149$624K0.1%N/A0.011%
2/14/2024Harvest Management LLC4,200$426K0.4%+740.0%0.008%
2/14/2024Ranger Investment Management L.P.394,686$40.07M2.4%+0.5%0.730%
2/14/2024Quadrature Capital Ltd9,304$944K0.0%-57.6%0.017%
2/14/2024CenterBook Partners LP3,942$400K0.0%+11.9%0.007%
2/13/2024First Trust Advisors LP626,803$63.64M0.1%+8.2%1.160%
2/13/2024Campbell & CO Investment Adviser LLC4,398$447K0.0%N/A0.008%
2/12/2024Crestline Management LP37,358$3.79M0.3%N/A0.069%
2/12/2024Dorsey & Whitney Trust CO LLC24,726$2.51M0.2%-1.9%0.046%
2/12/2024Capstone Investment Advisors LLC5,119$520K0.0%+42.2%0.009%
2/12/2024Stifel Financial Corp48,719$4.95M0.0%-1.7%0.090%
2/12/2024Artisan Partners Limited Partnership1,275,009$129.45M0.2%+4.2%2.359%
2/9/2024US Bancorp DE23,645$2.40M0.0%-11.1%0.044%
2/9/2024Affinity Investment Advisors LLC4,096$416K0.3%-40.9%0.008%
2/9/2024King Luther Capital Management Corp66,447$6.75M0.0%-4.2%0.123%
2/9/2024Aigen Investment Management LP8,260$839K0.1%N/A0.015%
2/9/2024Trexquant Investment LP42,170$4.28M0.1%-30.3%0.078%
2/9/2024Clearbridge Investments LLC383,061$38.89M0.0%-1.4%0.709%
2/9/2024Hillsdale Investment Management Inc.32,850$3.34M0.3%-10.1%0.061%
2/9/2024UBS Group AG341,252$34.65M0.0%+12.8%0.631%
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2/9/2024PNC Financial Services Group Inc.19,992$2.03M0.0%+42.1%0.037%
2/9/2024Dynamic Technology Lab Private Ltd14,559$1.48M0.2%-5.4%0.027%
2/9/2024Norges Bank561,657$57.03M0.0%N/A1.039%
2/8/2024Brown Advisory Inc.1,093,530$111.03M0.2%-0.4%2.023%
2/8/2024Vanguard Personalized Indexing Management LLC3,396$345K0.0%-10.9%0.006%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.1,800$168K0.0%+7.9%0.003%
2/7/2024Principal Financial Group Inc.5,735$582K0.0%+12.2%0.011%
2/7/2024Envestnet Portfolio Solutions Inc.9,189$933K0.0%-3.6%0.017%
2/7/2024Jump Financial LLC27,743$2.82M0.1%+307.3%0.051%
2/7/2024BNP Paribas Financial Markets46,105$4.68M0.0%-7.8%0.085%
2/7/2024Teacher Retirement System of Texas5,570$566K0.0%+9.5%0.010%
2/7/2024Versor Investments LP6,946$705K0.1%N/A0.013%
2/7/2024TimesSquare Capital Management LLC418,635$42.50M0.6%+5.1%0.775%
2/6/2024Picton Mahoney Asset Management24,515$2.49M0.1%+3.6%0.045%
2/6/2024Charles Schwab Investment Management Inc.416,805$42.32M0.0%-0.1%0.771%
2/6/2024Benjamin F. Edwards & Company Inc.2,101$213K0.0%N/A0.004%
2/6/2024 Amalgamated Bank7,137$725K0.0%-4.3%0.013%
2/6/2024Summit Global Investments2,903$295K0.0%+21.0%0.005%
2/6/2024Natixis Advisors L.P.183,706$18.65M0.0%+6.1%0.340%
2/6/2024Swiss National Bank93,221$9.47M0.0%-14.4%0.172%
2/5/2024Victory Capital Management Inc.6,458$656K0.0%+24.2%0.012%
2/5/2024AtonRa Partners2,618$266K0.5%-13.3%0.005%
2/5/2024Russell Investments Group Ltd.95,355$9.68M0.0%-16.5%0.176%
2/2/2024Semanteon Capital Management LP9,812$996K0.7%N/A0.018%
2/1/2024Parkside Financial Bank & Trust2,416$245K0.0%+6.4%0.004%
2/1/2024New York State Common Retirement Fund442,684$44.95M0.1%+11.4%0.819%
2/1/2024California Public Employees Retirement System88,873$9.02M0.0%-1.9%0.164%
2/1/2024Handelsbanken Fonder AB8,000$812K0.0%+15.9%0.015%
2/1/2024 CWM LLC6,043$614K0.0%-15.9%0.011%
2/1/2024Signaturefd LLC835$85K0.0%-12.9%0.002%
1/31/2024abrdn plc404,788$41.10M0.1%+1.0%0.749%
1/31/2024Knights of Columbus Asset Advisors LLC43,428$4.41M0.3%+108.0%0.080%
1/31/2024Xponance Inc.3,019$307K0.0%-21.4%0.006%
1/31/2024Federated Hermes Inc.109,545$11.12M0.0%-10.9%0.203%
1/31/2024 Steph & Co.2,069$210K0.1%-6.5%0.004%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 10,195$1.04M0.0%+2.6%0.019%
1/30/2024Wealth Alliance2,620$266K0.0%+4.8%0.005%
1/30/2024Mackenzie Financial Corp2,970$302K0.0%+3.8%0.005%
1/30/2024Strs Ohio5,100$517K0.0%-12.1%0.009%
1/30/2024Vontobel Holding Ltd.26,628$2.70M0.0%-1.7%0.049%
1/29/2024Ingalls & Snyder LLC49,878$5.06M0.2%+0.9%0.092%
1/26/2024Mutual of America Capital Management LLC25,538$2.59M0.0%-4.3%0.047%
1/26/2024Conestoga Capital Advisors LLC952,730$96.73M1.5%+0.6%1.763%
1/26/2024Moody Aldrich Partners LLC45,247$4.59M0.8%-27.6%0.084%
1/25/2024 Allspring Global Investments Holdings LLC157,433$15.98M0.0%-11.9%0.291%
1/25/2024 International Assets Investment Management LLC14,011$1.42M0.0%+10,356.0%0.026%
1/24/2024Mirae Asset Global Investments Co. Ltd.269,238$27.34M0.1%+4.7%0.498%
1/24/2024DekaBank Deutsche Girozentrale314$32K0.0%-98.1%0.001%
1/24/2024Prime Capital Investment Advisors LLC2,409$245K0.0%N/A0.004%
1/24/2024 International Assets Investment Management LLC14,011$1.42M0.0%+10,356.0%0.026%
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1/24/2024Riverbridge Partners LLC1,868,842$189.74M2.5%-2.4%3.458%
1/24/2024Arizona State Retirement System13,231$1.34M0.0%-6.2%0.024%
1/23/2024 Trust Point Inc.12,325$1.25M0.1%N/A0.023%
1/23/2024 Bell Bank9,139$928K0.1%-8.4%0.017%
1/19/2024Redwood Investments LLC29,314$2.98M0.8%-83.5%0.054%
1/17/2024Assenagon Asset Management S.A.16,926$1.72M0.0%-8.0%0.031%
1/16/2024 Raymond James & Associates35,076$3.56M0.0%-0.8%0.065%
1/12/2024SG Americas Securities LLC1,053$107K0.0%N/A0.002%
1/11/2024 AEGON ASSET MANAGEMENT UK Plc360,332$36.58M0.6%N/A0.667%
1/9/2024 Orser Capital Management LLC58,252$5.91M6.7%-6.6%0.108%
(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, 270 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($508.10M), Riverbridge Partners LLC ($189.74M), FMR LLC ($186.60M), Ameriprise Financial Inc. ($156.84M), Artisan Partners Limited Partnership ($129.45M), Brown Capital Management LLC ($129.12M), and Invesco Ltd. ($119.28M).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 236 institutional investors that purchased Workiva stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Capital Management LLC ($953.93K), Riverbridge Partners LLC ($671.90K), Norges Bank ($561.66K), Loomis Sayles & Co. L P ($419.64K), AEGON ASSET MANAGEMENT UK Plc ($410.47K), Conestoga Capital Advisors LLC ($340.26K), and JPMorgan Chase & Co. ($281.61K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 10,028,135 shares in the last 24 months. This purchase volume represents approximately $937.80M in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 149 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), Price T Rowe Associates Inc. MD ($2.13M), Invesco Ltd. ($2.10M), Bank of America Corp DE ($1.98M), Brown Advisory Inc. ($1.07M), and Allspring Global Investments Holdings LLC ($770.50K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 58,131,820 shares in the last 24 months. This volume of shares sold represents approximately $5.81B in transactions.


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This page (NYSE:WK) was last updated on 4/25/2024 by MarketBeat.com Staff

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