Workiva (WK) Institutional Ownership

$49.34 +0.41 (+0.85%)

As of 10:21 AM Eastern

Current Institutional Ownership Percentage: 92.21%
Number of Institutional Buyers (last 12 months): 187
Total Institutional Inflows (last 12 months): $1.26B

Number of Institutional Sellers (last 12 months): 120
Total Institutional Outflows (last 12 months): $3.55B

Get WK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Workiva stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

WK Institutional Buying and Selling by Quarter

Workiva Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/2/2026	Optiver Holding B.V.	621	$37K	0.0%	+454.5%	0.001%
5/28/2026	Lavelle Capital LP	14,805	$883K	0.5%	N/A	0.026%
5/26/2026	Glenmede Trust Co. NA	3,404	$203K	0.0%	-24.4%	0.006%
5/19/2026	Janus Henderson Group PLC	173,155	$10.33M	0.0%	-23.1%	0.309%
5/18/2026	Amundi	11,624	$693K	0.0%	-99.9%	0.021%
5/18/2026	California State Teachers Retirement System	61,566	$3.67M	0.0%	+30.3%	0.110%
5/18/2026	Royal Bank of Canada	223,336	$13.32M	0.0%	-94.9%	0.398%
5/18/2026	Ranger Investment Management L.P.	342,185	$20.40M	1.5%	+11.5%	0.610%
5/18/2026	Empowered Funds LLC	9,100	$543K	0.0%	+34.3%	0.016%
5/16/2026	The Manufacturers Life Insurance Company	23,961	$1.43M	0.0%	-1.8%	0.043%
Get the Latest News and Ratings for WK and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Workiva and its competitors with MarketBeat's FREE daily newsletter.
5/16/2026	Hawk Ridge Capital Management LP	1,091,582	$65.09M	2.4%	N/A	1.945%
5/16/2026	Quantinno Capital Management LP	36,925	$2.20M	0.0%	+320.9%	0.066%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	85,762	$5.11M	0.0%	N/A	0.153%
5/14/2026	Renaissance Technologies LLC	209,140	$12.47M	0.0%	-25.1%	0.373%
5/14/2026	Arrowstreet Capital Limited Partnership	1,109,646	$66.17M	0.0%	+88.5%	1.952%
5/14/2026	Siren L.L.C.	92,500	$5.52M	0.2%	+16.9%	0.163%
5/14/2026	Alamar Capital Management LLC	35,470	$2.12M	1.3%	N/A	0.062%
5/14/2026	State of Wyoming	7,948	$474K	0.1%	+287.1%	0.014%
5/13/2026	First Trust Advisors LP	862,936	$51.46M	0.0%	+16.4%	1.518%
5/8/2026	PNC Financial Services Group Inc.	3,387	$202K	0.0%	-31.6%	0.006%
5/8/2026	Madison Asset Management LLC	61,752	$3.68M	0.0%	+16.2%	0.109%
5/7/2026	Dimensional Fund Advisors LP	17,110	$1.02M	0.0%	+3.9%	0.030%
5/7/2026	Swiss National Bank	98,521	$5.88M	0.0%	+0.8%	0.173%
5/6/2026	Allspring Global Investments Holdings LLC	3,962	$237K	0.0%	+10.4%	0.007%
5/5/2026	Bank of New York Mellon Corp	227,426	$13.56M	0.0%	-57.3%	0.400%
5/4/2026	Principal Financial Group Inc.	3,671	$219K	0.0%	+23.6%	0.006%
5/1/2026	Fifth Third Bancorp	117,295	$6.99M	0.0%	+10,410.3%	0.206%
5/1/2026	Paladin Advisory Group LLC	1,570	$94K	0.1%	-15.5%	0.003%
4/30/2026	Hsbc Holdings PLC	16,376	$979K	0.0%	+18.0%	0.029%
4/27/2026	Leonteq Securities AG	903	$54K	0.0%	+191.3%	0.002%
4/27/2026	Elevation Point Wealth Partners LLC	3,434	$205K	0.0%	N/A	0.006%
4/24/2026	Conestoga Capital Advisors LLC	754,553	$44.99M	0.9%	-30.3%	1.328%
4/22/2026	Janney Montgomery Scott LLC	3,965	$236K	0.0%	-75.7%	0.007%
4/22/2026	Pictet Asset Management Holding SA	7,494	$447K	0.0%	+8.8%	0.013%
4/20/2026	OP Asset Management Ltd	60,177	$3.59M	0.0%	N/A	0.106%
4/18/2026	Riverbridge Partners LLC	651,243	$38.83M	1.0%	-43.5%	1.146%
4/16/2026	SG Americas Securities LLC	8,956	$534K	0.0%	-83.4%	0.016%
4/16/2026	Orser Capital Management LLC	3,972	$237K	0.2%	-91.6%	0.007%
3/20/2026	Hsbc Holdings PLC	13,880	$1.20M	0.0%	N/A	0.024%
3/17/2026	Rockefeller Capital Management L.P.	810	$70K	0.0%	+60.7%	0.001%
SpaceX IPO hides a much bigger story (Ad) The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page. Click here to see the details before the crowd catches on
3/3/2026	Caitong International Asset Management Co. Ltd	927	$80K	0.0%	N/A	0.002%
2/19/2026	Vancity Investment Management Ltd	12,408	$1.07M	0.1%	-19.7%	0.022%
2/19/2026	T. Rowe Price Investment Management Inc.	842,025	$72.63M	0.0%	-47.2%	1.500%
2/19/2026	Invesco Ltd.	41,770	$3.60M	0.0%	+2.7%	0.074%
2/18/2026	Mercer Global Advisors Inc. ADV	15,584	$1.34M	0.0%	+86.5%	0.028%
2/18/2026	Vident Advisory LLC	5,278	$455K	0.0%	N/A	0.009%
2/18/2026	Fuller & Thaler Asset Management Inc.	893,859	$77.10M	0.3%	+11.4%	1.593%
2/18/2026	Empowered Funds LLC	6,775	$584K	0.0%	+8.2%	0.012%
2/18/2026	XTX Topco Ltd	2,632	$227K	0.0%	N/A	0.005%
2/18/2026	Tudor Investment Corp ET AL	12,426	$1.07M	0.0%	N/A	0.022%
2/18/2026	Susquehanna Fundamental Investments LLC	2,372	$205K	0.0%	N/A	0.004%
2/18/2026	Readystate Asset Management LP	10,000	$862K	0.0%	-97.3%	0.018%
2/18/2026	Occudo Quantitative Strategies LP	13,534	$1.17M	0.1%	N/A	0.024%
2/18/2026	Millennium Management LLC	76,752	$6.62M	0.0%	+215.1%	0.137%
2/18/2026	Madison Avenue Partners LP	59,946	$5.17M	0.2%	N/A	0.107%
2/18/2026	Irenic Capital Management LP	552,010	$47.61M	3.2%	+11.1%	0.983%
2/18/2026	Janus Henderson Group PLC	225,175	$19.42M	0.0%	+953.8%	0.401%
2/18/2026	Eminence Capital LP	3,706,152	$319.66M	5.1%	-0.5%	6.603%
2/18/2026	Engineers Gate Manager LP	83,433	$7.20M	0.1%	+3,174.5%	0.149%
2/18/2026	Balyasny Asset Management L.P.	19,044	$1.64M	0.0%	N/A	0.034%
2/18/2026	Boothbay Fund Management LLC	6,257	$540K	0.0%	-27.9%	0.011%
2/17/2026	Nexpoint Asset Management L.P.	15,320	$1.32M	0.1%	N/A	0.027%
2/17/2026	Schonfeld Strategic Advisors LLC	6,927	$597K	0.0%	-61.8%	0.012%
2/17/2026	Brown Capital Management LLC	208,494	$17.98M	1.5%	-54.8%	0.371%
2/17/2026	AQR Capital Management LLC	522,304	$45.05M	0.0%	+179.2%	0.931%
2/17/2026	Aequim Alternative Investments LP	44,815	$3.87M	0.1%	+101.9%	0.080%
2/17/2026	EFG International AG	50,770	$4.38M	0.1%	N/A	0.090%
2/17/2026	Cetera Investment Advisers	18,776	$1.62M	0.0%	-6.3%	0.033%
2/17/2026	Praesidium Investment Management Company LLC	140,427	$12.11M	2.2%	+59.7%	0.250%
2/17/2026	Jain Global LLC	221,786	$19.13M	0.1%	+14.4%	0.395%
2/17/2026	Trexquant Investment LP	117,139	$10.10M	0.1%	+539.1%	0.209%
2/17/2026	Price T Rowe Associates Inc. MD	1,047,893	$90.38M	0.0%	-29.7%	1.867%
2/17/2026	T. Rowe Price Investment Management Inc.	319,993	$27.60M	0.0%	-79.9%	0.570%
2/17/2026	California State Teachers Retirement System	47,234	$4.07M	0.0%	+1.2%	0.084%
2/17/2026	Kemnay Advisory Services Inc.	1,818	$157K	0.0%	N/A	0.003%
2/17/2026	Captrust Financial Advisors	9,872	$851K	0.0%	+106.7%	0.018%
2/17/2026	ExodusPoint Capital Management LP	150,509	$12.98M	0.1%	+5,666.6%	0.268%
2/17/2026	13D Management LLC	52,000	$4.49M	5.3%	N/A	0.093%
2/17/2026	Graham Capital Management L.P.	4,541	$392K	0.0%	N/A	0.008%
2/17/2026	Magnetar Financial LLC	3,791	$327K	0.0%	N/A	0.007%
2/16/2026	Squarepoint Ops LLC	51,992	$4.48M	0.0%	-55.0%	0.093%
2/16/2026	Vanguard Personalized Indexing Management LLC	4,368	$377K	0.0%	+10.5%	0.008%
2/16/2026	Verition Fund Management LLC	25,100	$2.17M	0.0%	-6.5%	0.045%
2/16/2026	Panagora Asset Management Inc.	85,664	$7.39M	0.0%	+33.1%	0.153%
2/16/2026	MML Investors Services LLC	3,889	$335K	0.0%	-17.5%	0.007%
2/16/2026	Mariner LLC	35,322	$3.05M	0.0%	+96.0%	0.063%
2/16/2026	Barclays PLC	582,586	$50.25M	0.0%	+531.6%	1.038%
2/16/2026	Aigen Investment Management LP	3,869	$334K	0.1%	+65.3%	0.007%
2/16/2026	Arrowstreet Capital Limited Partnership	588,807	$50.79M	0.0%	+12.4%	1.049%
2/13/2026	Kestra Advisory Services LLC	1,078	$93K	0.0%	N/A	0.002%
Why this tiny stock may move before the SpaceX IPO drops (Ad) The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does. But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight. Get the ticker and full briefing before the June roadshow begins
2/13/2026	Marshall Wace LLP	15,699	$1.35M	0.0%	N/A	0.028%
2/13/2026	Rosenblum Silverman Sutton S F Inc. CA	27,236	$2.35M	0.5%	-1.7%	0.049%
2/13/2026	The Manufacturers Life Insurance Company	24,395	$2.10M	0.0%	-5.0%	0.043%
2/13/2026	CANADA LIFE ASSURANCE Co	51,036	$4.41M	0.0%	-24.6%	0.091%
2/13/2026	Bridgewater Associates LP	50,254	$4.33M	0.0%	+1,964.7%	0.090%
2/13/2026	Stifel Financial Corp	40,636	$3.51M	0.0%	-5.2%	0.072%
2/13/2026	Quarry LP	407	$35K	0.0%	+396.3%	0.001%
2/13/2026	Smartleaf Asset Management LLC	1,797	$155K	0.0%	+40.8%	0.003%
2/13/2026	Bridgefront Capital LLC	11,382	$982K	0.2%	+118.5%	0.020%
2/13/2026	Essex Investment Management Co. LLC	39,520	$3.41M	0.5%	+5,328.6%	0.070%

WK Institutional Ownership - Frequently Asked Questions

During the previous two years, 364 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 293 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 16,274,211 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.

Related Companies

This page (NYSE:WK) was last updated on 6/15/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Workiva (WK) Institutional Ownership

WK Institutional Buying and Selling by Quarter

Workiva Major Shareholders & Ownership History

WK Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Workiva (WK) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Workiva (NYSE:WK)

WK Institutional Buying and Selling by Quarter

Workiva Major Shareholders & Ownership History

WK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WK shares?

What percentage of Workiva's stock is owned by institutional investors?

Which institutional investors have been buying Workiva's stock?

How much institutional buying is happening at Workiva?

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

How much institutional selling is happening at Workiva?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools