Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 353 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
3,888
shares
|
$278,808
0.06% of portfolio
|
Q1 2025
New holding
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
3,850
shares
|
$276,083
0.0% of portfolio
|
Q1 2025
Added 6.68%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
3,804
shares
|
$272,784
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
3,754
shares
|
$269,199
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
3,712
shares
|
$266,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,693
shares
|
$264,825
0.0% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
3,655
shares
|
$262,100
0.08% of portfolio
|
Q1 2025
New holding
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
3,654
shares
|
$262,028
0.02% of portfolio
|
Q4 2023
Added 0.97%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,651
shares
|
$261,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
3,607
shares
|
$258,657
0.17% of portfolio
|
Q4 2024
New holding
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
3,463
shares
|
$248,331
0.02% of portfolio
|
Q3 2024
Added 1.11%
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
3,451
shares
|
$247,471
0.01% of portfolio
|
Q4 2024
Reduced 95.23%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,447
shares
|
$247,184
0.01% of portfolio
|
Q3 2023
New holding
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,370
shares
|
$241,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
3,369
shares
|
$241,590
0.12% of portfolio
|
Q1 2025
New holding
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
3,327
shares
|
$238,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
3,268
shares
|
$234,348
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
3,266
shares
|
$234,204
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
3,265
shares
|
$234,133
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,166
shares
|
$227,033
0.01% of portfolio
|
Q1 2025
New holding
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
3,074
shares
|
$220,436
0.02% of portfolio
|
Q1 2025
New holding
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,042
shares
|
$218,141
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
3,000
shares
|
$215,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,944
shares
|
$211,114
0.45% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
2,886
shares
|
$206,955
0.03% of portfolio
|
Q1 2025
Added 3.26%
|