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 |
---|---|---|---|---|---|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
1,139
shares
|
$81,677
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,094
shares
|
$78,450
0.0% of portfolio
|
Q1 2025
Added 37.26%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,070
shares
|
$76,729
0.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
864
shares
|
$61,957
0.01% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
839
shares
|
$60,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
796
shares
|
$57,081
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
717
shares
|
$51,416
0.02% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
703
shares
|
$50,412
0.01% of portfolio
|
Q1 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
652
shares
|
$46,754
0.0% of portfolio
|
Q4 2024
Added 1373.01%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
645
shares
|
$46,252
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
599
shares
|
$42,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
567
shares
|
$40,659
0.0% of portfolio
|
Q1 2025
Added 109.23%
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
519
shares
|
$37,217
0.02% of portfolio
|
Q1 2025
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
509
shares
|
$36,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
503
shares
|
$36,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
500
shares
|
$35,855
0.01% of portfolio
|
Q1 2023
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
497
shares
|
$35,639
0.0% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
448
shares
|
$32,126
0.02% of portfolio
|
Q1 2025
Added 371.58%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
378
shares
|
$27,106
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
345
shares
|
$24,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
341
shares
|
$24,453
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
282
shares
|
$20,222
0.01% of portfolio
|
Q1 2022
Reduced 5.37%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
250
shares
|
$17,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
205
shares
|
$14,700
0.0% of portfolio
|
Q1 2025
Added 19.88%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
181
shares
|
$12,979
0.0% of portfolio
|
Q3 2022
New holding
|