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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,183
shares
|
$658,512
0.0% of portfolio
|
Q1 2025
Added 145.14%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
8,734
shares
|
$626,315
0.0% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
8,521
shares
|
$611,040
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,463
shares
|
$606,881
0.01% of portfolio
|
Q1 2025
Added 16494.12%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,315
shares
|
$596,268
0.01% of portfolio
|
Q2 2021
Reduced 54.85%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,166
shares
|
$585,583
0.0% of portfolio
|
Q1 2025
Added 27.35%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
8,147
shares
|
$584,221
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
7,560
shares
|
$542,127
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
7,506
shares
|
$538,255
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
7,037
shares
|
$504,623
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,925
shares
|
$496,591
0.08% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,898
shares
|
$494,655
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,871
shares
|
$492,719
0.04% of portfolio
|
Q2 2025
Reduced 38.08%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
6,800
shares
|
$487,627
0.01% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,764
shares
|
$485,046
0.0% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
6,664
shares
|
$477,875
0.31% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
6,588
shares
|
$472,425
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,527
shares
|
$468,051
0.0% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
6,387
shares
|
$458,011
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
6,343
shares
|
$454,856
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,300
shares
|
$451,772
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
5,972
shares
|
$428,252
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,901
shares
|
$423,160
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,741
shares
|
$411,687
0.0% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,712
shares
|
$409,607
0.0% of portfolio
|
Q2 2023
Added 4.27%
|