Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 45.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
3,654
shares
|
$285,962
0.02% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,607
shares
|
$282,283
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
3,564
shares
|
$278,918
0.0% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
3,540
shares
|
$277,040
0.07% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,497
shares
|
$273,675
0.0% of portfolio
|
Q2 2025
Reduced 24.52%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,471
shares
|
$271,640
0.0% of portfolio
|
Q2 2025
Reduced 93.92%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,451
shares
|
$270,075
0.03% of portfolio
|
Q4 2024
Reduced 95.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,447
shares
|
$269,762
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,428
shares
|
$268,275
0.09% of portfolio
|
Q2 2025
Reduced 33.35%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
3,425
shares
|
$268,040
0.02% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,402
shares
|
$266,240
0.0% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,297
shares
|
$258,023
0.0% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,283
shares
|
$256,927
0.0% of portfolio
|
Q2 2025
Reduced 64.25%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
3,282
shares
|
$256,849
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
3,166
shares
|
$247,771
0.0% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,122
shares
|
$244,327
0.03% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,029
shares
|
$237,049
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
3,000
shares
|
$234,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,944
shares
|
$230,397
0.45% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,827
shares
|
$221,241
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
2,757
shares
|
$215,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
2,618
shares
|
$204,884
0.53% of portfolio
|
Q4 2023
Reduced 13.28%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
2,453
shares
|
$191,971
0.0% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,347
shares
|
$183,676
0.0% of portfolio
|
Q2 2024
Added 8.26%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
2,300
shares
|
$179,998
0.0% of portfolio
|
Q2 2025
Reduced 45.24%
|