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Workiva (WK) Institutional Ownership

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$55.35 -1.23 (-2.17%)
Closing price 03:59 PM Eastern
Extended Trading
$53.02 -2.33 (-4.21%)
As of 07:57 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)
202
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$2.69B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank 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%
3/17/2026Rockefeller 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%
2/16/2026 MML 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%
2/16/2026Arrowstreet Capital Limited Partnership588,807$50.79M0.0%+12.4%1.049%
2/13/2026 Kestra 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%
2/13/2026Bridgefront Capital LLC11,382$982K0.2%+118.5%0.020%
2/13/2026Essex Investment Management Co. LLC39,520$3.41M0.5%+5,328.6%0.070%
2/13/2026First Trust Advisors LP741,293$63.94M0.0%-8.8%1.321%
2/13/2026Siren L.L.C.79,123$6.82M0.2%+163.7%0.141%
2/13/2026 Police & Firemen s Retirement System of New Jersey13,715$1.18M0.0%-1.5%0.024%
2/13/2026Ieq Capital LLC68,225$5.88M0.0%+194.5%0.122%
2/13/2026Dynamic Technology Lab Private Ltd4,288$370K0.1%N/A0.008%
2/13/2026Caitong International Asset Management Co. Ltd300$26K0.1%N/A0.001%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC125,689$10.84M0.0%+3.3%0.224%
2/13/2026Quadrant Capital Group LLC1,861$161K0.0%+37,120.0%0.003%
2/12/2026CI Investments Inc.36,514$3.15M0.0%+29.0%0.065%
2/12/2026HRT Financial LP13,623$1.17M0.0%N/A0.024%
2/12/2026MetLife Investment Management LLC27,805$2.40M0.0%-5.0%0.050%
2/12/2026Cibc World Markets Corp3,327$287K0.0%N/A0.006%
2/12/2026Pembroke Management LTD474,356$40.91M4.3%+12.8%0.845%
2/12/2026Renaissance Technologies LLC279,040$24.07M0.0%-32.0%0.497%
2/12/2026Dimensional Fund Advisors LP16,472$1.42M0.0%+8.2%0.029%
2/12/2026EntryPoint Capital LLC3,364$290K0.1%N/A0.006%
2/12/2026Federated Hermes Inc.31,724$2.74M0.0%N/A0.057%
2/12/2026Ensign Peak Advisors Inc3,917$338K0.0%-64.8%0.007%
2/12/2026Fuller & Thaler Asset Management Inc.893,859$77.10M0.3%+11.4%1.593%
2/12/2026Campbell & CO Investment Adviser LLC6,735$581K0.0%N/A0.012%
2/12/2026CIBC Private Wealth Group LLC78,416$6.76M0.0%-0.9%0.140%
2/12/2026Bank of Montreal Can3,707$320K0.0%-15.5%0.007%
2/12/2026Loomis Sayles & Co. L P453,451$39.11M0.0%-7.6%0.808%
2/12/2026Swiss National Bank97,721$8.43M0.0%+2.3%0.174%


WK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WK shares?

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), Champlain Investment Partners LLC ($113.64M), 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.

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 296 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), Hotchkis & Wiley Capital Management LLC ($1.03M), Nordea Investment Management AB ($1.00M), Assenagon Asset Management S.A. ($911.74K), and T. Rowe Price Investment Management Inc. ($886.92K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 17,847,520 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 123 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), Ameriprise Financial Inc. ($8.60M), Invesco Ltd. ($2.57M), Jump Financial LLC ($2.54M), T. Rowe Price Investment Management Inc. ($2.03M), Riverbridge Partners LLC ($885.21K), and Conestoga Capital Advisors LLC ($511.68K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 35,630,757 shares in the last 24 months. This volume of shares sold represents approximately $2.69B in transactions.


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