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 |
|---|---|---|---|---|---|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
8,312
shares
|
$650,497
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
8,043
shares
|
$629,445
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
7,901
shares
|
$618,332
0.04% of portfolio
|
Q2 2025
Reduced 31.63%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
7,828
shares
|
$612,619
0.0% of portfolio
|
Q2 2025
Reduced 82.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7,637
shares
|
$597,671
0.01% of portfolio
|
Q2 2025
Added 598.08%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
7,560
shares
|
$591,645
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
7,346
shares
|
$574,897
0.03% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
7,292
shares
|
$570,671
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
7,264
shares
|
$568,480
0.01% of portfolio
|
Q2 2025
Added 30.84%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,065
shares
|
$552,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
6,972
shares
|
$545,628
0.0% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,925
shares
|
$541,950
0.08% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,898
shares
|
$539,837
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
6,871
shares
|
$537,724
0.04% of portfolio
|
Q2 2025
Reduced 38.08%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,838
shares
|
$535,141
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
6,664
shares
|
$521,524
0.24% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,527
shares
|
$510,803
0.0% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
6,259
shares
|
$489,829
0.0% of portfolio
|
Q2 2025
Added 66.73%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
6,208
shares
|
$485,838
0.04% of portfolio
|
Q2 2025
Added 189.15%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
6,196
shares
|
$484,898
0.0% of portfolio
|
Q2 2025
Reduced 45.37%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,106
shares
|
$477,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,005
shares
|
$469,951
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,902
shares
|
$461,890
0.0% of portfolio
|
Q2 2025
Reduced 74.79%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
5,847
shares
|
$457,586
0.0% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,712
shares
|
$447,021
0.0% of portfolio
|
Q2 2023
Added 4.27%
|