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Workiva (WK) Institutional Ownership

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$76.62 +3.98 (+5.48%)
As of 01:12 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)
160
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$2.19B
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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
10/14/2026Foster Group Inc.3,096$206K0.0%N/A0.006%
10/13/2026Compass Financial Group INC SD3,619$241K0.0%N/A0.006%
10/9/2026GAMMA Investing LLC2,901$193K0.0%+91.4%0.005%
10/8/2026Farther Finance Advisors LLC732$49K0.0%+43.8%0.001%
10/8/2026Ausbil Investment Management Ltd7,213$480K0.2%N/A0.013%
10/6/2026Lakehouse Capital Pty Ltd199,776$13.30M10.6%+97.7%0.356%
10/2/2026 Versant Capital Management Inc887$59K0.0%+66.7%0.002%
9/9/2026Engineers Gate Manager LP66,202$3.21M0.0%+10.6%0.118%
9/9/2026Integrated Wealth Concepts LLC938$46K0.0%N/A0.002%
9/9/2026NewEdge Advisors LLC2,543$123K0.0%N/A0.005%
9/9/2026Squarepoint Ops LLC1,247,400$60.51M0.1%+110.7%2.223%
9/8/2026Allworth Financial LP1,251$61K0.0%+91.0%0.002%
9/8/2026Arizona State Retirement System13,953$677K0.0%+1.9%0.025%
9/8/2026Nykredit A S3,711$180K0.0%N/A0.007%
8/27/2026Corient Private Wealth LP28,961$1.41M0.0%+33.4%0.052%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al4,900$238K0.0%N/A0.009%
8/24/2026Vancity Investment Management Ltd20,149$977K0.1%+32.3%0.036%
8/21/2026Alamar Capital Management LLC31,785$1.54M0.8%-10.4%0.057%
8/21/2026Nykredit A S3,711$180K0.0%N/A0.007%
8/19/2026Wellington Management Group LLP37,124$1.80M0.0%N/A0.066%
8/15/2026Praesidium Investment Management Company LLC95,218$4.62M0.0%N/A0.170%
8/13/2026Ranger Investment Management L.P.266,945$12.95M0.8%N/A0.476%
8/11/2026Madison Asset Management LLC89,980$4.37M0.1%N/A0.160%
8/8/2026Summit Creek Advisors LLC80,717$3.92M1.3%N/A0.144%
8/6/2026Bank of New York Mellon Corp211,125$10.24M0.0%N/A0.376%
7/10/2026Handelsbanken Fonder AB16,095$781K0.0%+1.3%0.029%
7/8/2026Assenagon Asset Management S.A.96,074$4.66M0.0%N/A0.171%
7/7/2026Harbor Investment Advisory LLC827$40K0.0%N/A0.001%
7/2/2026 Versant Capital Management Inc532$26K0.0%+202.3%0.001%
6/16/2026Empowered Funds LLC9,100$543K0.0%+34.3%0.016%
6/2/2026Optiver Holding B.V.621$37K0.0%+454.5%0.001%
5/28/2026Lavelle Capital LP14,805$883K0.5%N/A0.026%
5/26/2026Glenmede Trust Co. NA3,404$203K0.0%-24.4%0.006%
5/19/2026Janus Henderson Group PLC173,155$10.33M0.0%-23.1%0.309%
5/18/2026Amundi11,624$693K0.0%-99.9%0.021%
5/18/2026California State Teachers Retirement System61,566$3.67M0.0%+30.3%0.110%
5/18/2026Royal Bank of Canada223,336$13.32M0.0%-94.9%0.398%
5/18/2026Ranger Investment Management L.P.342,185$20.40M1.5%+11.5%0.610%
5/18/2026Empowered Funds LLC9,100$543K0.0%+34.3%0.016%
5/16/2026The Manufacturers Life Insurance Company23,961$1.43M0.0%-1.8%0.043%
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5/16/2026Hawk Ridge Capital Management LP1,091,582$65.09M2.4%N/A1.945%
5/16/2026Quantinno Capital Management LP36,925$2.20M0.0%+320.9%0.066%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund85,762$5.11M0.0%N/A0.153%
5/14/2026Renaissance Technologies LLC209,140$12.47M0.0%-25.1%0.373%
5/14/2026Arrowstreet Capital Limited Partnership1,109,646$66.17M0.0%+88.5%1.952%
5/14/2026Siren L.L.C.92,500$5.52M0.2%+16.9%0.163%
5/14/2026Alamar Capital Management LLC35,470$2.12M1.3%N/A0.062%
5/14/2026State of Wyoming7,948$474K0.1%+287.1%0.014%
5/13/2026First Trust Advisors LP862,936$51.46M0.0%+16.4%1.518%
5/8/2026PNC Financial Services Group Inc.3,387$202K0.0%-31.6%0.006%
5/8/2026Madison Asset Management LLC61,752$3.68M0.0%+16.2%0.109%
5/7/2026Dimensional Fund Advisors LP17,110$1.02M0.0%+3.9%0.030%
5/7/2026Swiss National Bank98,521$5.88M0.0%+0.8%0.173%
5/6/2026Allspring Global Investments Holdings LLC3,962$237K0.0%+10.4%0.007%
5/5/2026Bank of New York Mellon Corp227,426$13.56M0.0%-57.3%0.400%
5/4/2026Principal Financial Group Inc.3,671$219K0.0%+23.6%0.006%
5/1/2026Fifth Third Bancorp117,295$6.99M0.0%+10,410.3%0.206%
5/1/2026Paladin Advisory Group LLC1,570$94K0.1%-15.5%0.003%
4/30/2026Hsbc Holdings PLC16,376$979K0.0%+18.0%0.029%
4/27/2026Leonteq Securities AG903$54K0.0%+191.3%0.002%
4/27/2026Elevation Point Wealth Partners LLC3,434$205K0.0%N/A0.006%
4/24/2026Conestoga Capital Advisors LLC754,553$44.99M0.9%-30.3%1.328%
4/22/2026Janney Montgomery Scott LLC3,965$236K0.0%-75.7%0.007%
4/22/2026Pictet Asset Management Holding SA7,494$447K0.0%+8.8%0.013%
4/20/2026OP Asset Management Ltd60,177$3.59M0.0%N/A0.106%
4/18/2026Riverbridge Partners LLC651,243$38.83M1.0%-43.5%1.146%
4/16/2026SG Americas Securities LLC8,956$534K0.0%-83.4%0.016%
4/16/2026Orser Capital Management LLC3,972$237K0.2%-91.6%0.007%
3/20/2026Hsbc Holdings PLC13,880$1.20M0.0%N/A0.024%
3/17/2026Rockefeller Capital Management L.P.810$70K0.0%+60.7%0.001%
3/3/2026Caitong International Asset Management Co. Ltd927$80K0.0%N/A0.002%
2/19/2026Vancity Investment Management Ltd12,408$1.07M0.1%-19.7%0.022%
2/19/2026T. Rowe Price Investment Management Inc.842,025$72.63M0.0%-47.2%1.500%
2/19/2026Invesco Ltd.41,770$3.60M0.0%+2.7%0.074%
2/18/2026Mercer Global Advisors Inc. ADV15,584$1.34M0.0%+86.5%0.028%
2/18/2026Vident Advisory LLC5,278$455K0.0%N/A0.009%
2/18/2026Fuller & Thaler Asset Management Inc.893,859$77.10M0.3%+11.4%1.593%
2/18/2026Empowered Funds LLC6,775$584K0.0%+8.2%0.012%
2/18/2026XTX Topco Ltd2,632$227K0.0%N/A0.005%
2/18/2026Tudor Investment Corp ET AL12,426$1.07M0.0%N/A0.022%
2/18/2026Susquehanna Fundamental Investments LLC2,372$205K0.0%N/A0.004%
2/18/2026Readystate Asset Management LP10,000$862K0.0%-97.3%0.018%
2/18/2026Occudo Quantitative Strategies LP13,534$1.17M0.1%N/A0.024%
2/18/2026Millennium Management LLC76,752$6.62M0.0%+215.1%0.137%
2/18/2026Madison Avenue Partners LP59,946$5.17M0.2%N/A0.107%
2/18/2026Irenic 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%
2/18/2026Eminence Capital LP3,706,152$319.66M5.1%-0.5%6.603%
2/18/2026Engineers Gate Manager LP83,433$7.20M0.1%+3,174.5%0.149%
2/18/2026Balyasny Asset Management L.P.19,044$1.64M0.0%N/A0.034%
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2/18/2026Boothbay Fund Management LLC6,257$540K0.0%-27.9%0.011%
2/17/2026Nexpoint Asset Management L.P.15,320$1.32M0.1%N/A0.027%
2/17/2026Schonfeld Strategic Advisors LLC6,927$597K0.0%-61.8%0.012%
2/17/2026Brown Capital Management LLC208,494$17.98M1.5%-54.8%0.371%
2/17/2026AQR Capital Management LLC522,304$45.05M0.0%+179.2%0.931%
2/17/2026Aequim Alternative Investments LP44,815$3.87M0.1%+101.9%0.080%
2/17/2026EFG International AG50,770$4.38M0.1%N/A0.090%
2/17/2026Cetera Investment Advisers18,776$1.62M0.0%-6.3%0.033%
2/17/2026Praesidium Investment Management Company LLC140,427$12.11M2.2%+59.7%0.250%
2/17/2026Jain Global LLC221,786$19.13M0.1%+14.4%0.395%


WK Institutional Ownership - Frequently Asked Questions

During the previous two years, 356 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), Nordea Investment Management AB ($110.84M), Geode Capital Management LLC ($102.84M), Price T Rowe Associates Inc. MD ($90.38M), Edmond DE Rothschild Holding S.A. ($88.68M), and Hotchkis & Wiley Capital Management LLC ($88.29M).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 283 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), 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), Hotchkis & Wiley Capital Management LLC ($1.03M), and Nordea Investment Management AB ($1.00M).

Institutional investors have bought a total of 13,198,406 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 91 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 ($639.63K), Conestoga Capital Advisors LLC ($502.81K), and Brown Capital Management LLC ($493.51K).

Institutional investors have sold a total of 30,246,715 shares in the last 24 months. This volume of shares sold represents approximately $2.19B in transactions.


Related Companies

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 10/15/2026. New 13F filings are added each quarter as they're published.
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