Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 343 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,651
shares
|
$241,878
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
3,607
shares
|
$238,963
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
3,463
shares
|
$229,423
0.02% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
3,451
shares
|
$228,628
0.04% of portfolio
|
Q4 2024
Reduced 95.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,447
shares
|
$228,363
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
3,327
shares
|
$220,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
3,268
shares
|
$216,505
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,266
shares
|
$216,372
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,265
shares
|
$216,306
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,166
shares
|
$209,747
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
3,100
shares
|
$205,375
0.0% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
3,074
shares
|
$203,652
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,042
shares
|
$201,532
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
3,000
shares
|
$198,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,944
shares
|
$195,040
0.45% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,906
shares
|
$192,522
0.03% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
2,886
shares
|
$191,197
0.03% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,867
shares
|
$189,938
0.0% of portfolio
|
Q1 2025
Added 41.86%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,854
shares
|
$189,077
0.03% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
2,825
shares
|
$187,156
0.0% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,817
shares
|
$186,626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
2,737
shares
|
$181,326
0.14% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
2,704
shares
|
$179,140
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,641
shares
|
$174,966
0.0% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
2,618
shares
|
$173,442
0.53% of portfolio
|
Q4 2023
Reduced 13.28%
|