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 |
|---|---|---|---|---|---|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
28,118
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Added 46.05%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
27,239
shares
|
$1.95 Million
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
26,298
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 280.36%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
25,977
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 33.92%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
25,562
shares
|
$1.83 Million
0.11% of portfolio
|
Q1 2025
Added 305.42%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
25,265
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,062
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
24,337
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,413
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
23,027
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
22,753
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 89.36%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
22,231
shares
|
$1.59 Million
0.49% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Aequim Alternative Investments LP
Mill Valley, CA |
May 13, 2025 Q1 2025 |
22,200
shares
|
$1.59 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,157
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
21,103
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.68%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,923
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,911
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
19,885
shares
|
$1.43 Million
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,596
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,676
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,350
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
18,349
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,153
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Siren, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
17,500
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
16,640
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.23%
|