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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,656
shares
|
$442,638
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$430,430
0.0% of portfolio
|
Q2 2025
Added 189.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,389
shares
|
$421,743
0.0% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,243
shares
|
$410,317
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,154
shares
|
$403,352
0.01% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,150
shares
|
$403,039
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
5,117
shares
|
$400,456
0.01% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
5,003
shares
|
$391,534
0.0% of portfolio
|
Q3 2023
Reduced 93.77%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,000
shares
|
$391,300
0.13% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
4,753
shares
|
$371,969
0.04% of portfolio
|
Q2 2025
Reduced 61.9%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,678
shares
|
$366,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,629
shares
|
$362,265
0.0% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,608
shares
|
$360,622
0.03% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,577
shares
|
$358,196
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,504
shares
|
$352,483
0.07% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
4,456
shares
|
$348,726
0.13% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,176
shares
|
$326,813
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
4,100
shares
|
$320,866
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,997
shares
|
$312,805
0.0% of portfolio
|
Q2 2025
Added 41.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,983
shares
|
$311,709
0.0% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
3,940
shares
|
$308,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
3,898
shares
|
$305,057
0.03% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
3,896
shares
|
$304,900
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,825
shares
|
$299,344
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
3,789
shares
|
$296,527
0.0% of portfolio
|
Q2 2025
Added 16.01%
|