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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
340
shares
|
$26,608
0.0% of portfolio
|
Q2 2025
Reduced 32.41%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
310
shares
|
$24,260
0.01% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
282
shares
|
$22,069
0.01% of portfolio
|
Q1 2022
Reduced 5.37%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
271
shares
|
$21,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
250
shares
|
$19,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
226
shares
|
$17,686
0.0% of portfolio
|
Q2 2025
Added 91.53%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
194
shares
|
$15,182
0.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
181
shares
|
$14,165
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
169
shares
|
$13,225
0.0% of portfolio
|
Q3 2023
Added 56.48%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
139
shares
|
$10,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$10,173
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
123
shares
|
$9,625
0.0% of portfolio
|
Q2 2025
Added 43.02%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
117
shares
|
$9,156
0.0% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
116
shares
|
$9,078
0.0% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
96
shares
|
$7,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
74
shares
|
$5,791
0.0% of portfolio
|
Q2 2025
Reduced 73.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
68
shares
|
$5,321
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
60
shares
|
$4,695
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
56
shares
|
$4,382
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
52
shares
|
$4,069
0.0% of portfolio
|
Q2 2025
Reduced 49.51%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$3,913
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
47
shares
|
$3,678
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
44
shares
|
$3,443
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$3,365
0.0% of portfolio
|
Q1 2024
Reduced 74.56%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
43
shares
|
$3,365
0.0% of portfolio
|
Q2 2025
Reduced 39.44%
|