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Workiva (WK) Institutional Ownership

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$51.99 +0.06 (+0.11%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$51.95 -0.04 (-0.07%)
As of 07/2/2026 07:24 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 Massive. 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)
188
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$3.55B
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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
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 Company 23,961$1.43M0.0%-1.8%0.043%
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%
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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%
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%
2/17/2026Trexquant Investment LP117,139$10.10M0.1%+539.1%0.209%
2/17/2026Price T Rowe Associates Inc. MD1,047,893$90.38M0.0%-29.7%1.867%
2/17/2026T. Rowe Price Investment Management Inc.319,993$27.60M0.0%-79.9%0.570%
2/17/2026California State Teachers Retirement System47,234$4.07M0.0%+1.2%0.084%
2/17/2026Kemnay Advisory Services Inc.1,818$157K0.0%N/A0.003%
2/17/2026Captrust Financial Advisors9,872$851K0.0%+106.7%0.018%
2/17/2026ExodusPoint Capital Management LP150,509$12.98M0.1%+5,666.6%0.268%
2/17/202613D Management LLC52,000$4.49M5.3%N/A0.093%
2/17/2026Graham Capital Management L.P.4,541$392K0.0%N/A0.008%
2/17/2026Magnetar Financial LLC3,791$327K0.0%N/A0.007%
2/16/2026Squarepoint Ops LLC51,992$4.48M0.0%-55.0%0.093%
2/16/2026Vanguard Personalized Indexing Management LLC4,368$377K0.0%+10.5%0.008%
2/16/2026Verition Fund Management LLC25,100$2.17M0.0%-6.5%0.045%
2/16/2026Panagora Asset Management Inc.85,664$7.39M0.0%+33.1%0.153%
2/16/2026MML Investors Services LLC3,889$335K0.0%-17.5%0.007%
2/16/2026Mariner LLC35,322$3.05M0.0%+96.0%0.063%
2/16/2026Barclays PLC582,586$50.25M0.0%+531.6%1.038%
2/16/2026Aigen Investment Management LP3,869$334K0.1%+65.3%0.007%
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2/16/2026Arrowstreet Capital Limited Partnership588,807$50.79M0.0%+12.4%1.049%
2/13/2026Kestra Advisory Services LLC1,078$93K0.0%N/A0.002%
2/13/2026Marshall Wace LLP15,699$1.35M0.0%N/A0.028%
2/13/2026Rosenblum Silverman Sutton S F Inc. CA27,236$2.35M0.5%-1.7%0.049%
2/13/2026The Manufacturers Life Insurance Company 24,395$2.10M0.0%-5.0%0.043%
2/13/2026CANADA LIFE ASSURANCE Co51,036$4.41M0.0%-24.6%0.091%
2/13/2026Bridgewater Associates LP50,254$4.33M0.0%+1,964.7%0.090%
2/13/2026Stifel Financial Corp40,636$3.51M0.0%-5.2%0.072%
2/13/2026Quarry LP407$35K0.0%+396.3%0.001%
2/13/2026Smartleaf Asset Management LLC1,797$155K0.0%+40.8%0.003%


WK Institutional Ownership - Frequently Asked Questions

During the previous two years, 365 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 294 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 16,276,892 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

Of the 120 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: Jane Street Group LLC ($13.05M), Amundi ($10.29M), Ameriprise Financial Inc. ($8.60M), Royal Bank of Canada ($4.14M), Invesco Ltd. ($2.57M), Jump Financial LLC ($2.54M), and T. Rowe Price Investment Management Inc. ($2.03M).

Institutional investors have sold a total of 50,049,240 shares in the last 24 months. This volume of shares sold represents approximately $3.55B in transactions.


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This page (NYSE:WK) was last updated on 7/5/2026 by MarketBeat.com Staff.
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