Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
652
shares
|
$43,195
0.0% of portfolio
|
Q1 2025
Reduced 43.7%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
645
shares
|
$42,731
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
599
shares
|
$39,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
567
shares
|
$37,563
0.0% of portfolio
|
Q1 2025
Added 109.23%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
519
shares
|
$34,383
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
509
shares
|
$33,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
503
shares
|
$33,323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
500
shares
|
$33,125
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
497
shares
|
$32,926
0.0% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
448
shares
|
$29,680
0.02% of portfolio
|
Q1 2025
Added 371.58%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
411
shares
|
$27,228
0.0% of portfolio
|
Q1 2025
Added 705.88%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
341
shares
|
$22,591
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
282
shares
|
$18,682
0.01% of portfolio
|
Q1 2022
Reduced 5.37%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
250
shares
|
$16,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
229
shares
|
$15,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
219
shares
|
$14,508
0.0% of portfolio
|
Q1 2025
Added 85.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
181
shares
|
$11,991
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
176
shares
|
$11,660
0.0% of portfolio
|
Q1 2025
Added 282.61%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
171
shares
|
$11,328
0.0% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
169
shares
|
$11,196
0.0% of portfolio
|
Q3 2023
Added 56.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
153
shares
|
$10,136
0.0% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
146
shares
|
$9,672
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$8,612
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
118
shares
|
$7,817
0.0% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
103
shares
|
$6,823
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|