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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
5,552
shares
|
$398,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,184
shares
|
$371,744
0.0% of portfolio
|
Q1 2025
Added 55.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,154
shares
|
$369,593
0.01% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,150
shares
|
$369,306
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
5,143
shares
|
$368,804
0.16% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,134
shares
|
$368,159
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
5,041
shares
|
$361,490
0.05% of portfolio
|
Q1 2025
Added 144.23%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
5,003
shares
|
$358,765
0.0% of portfolio
|
Q3 2023
Reduced 93.77%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,000
shares
|
$358,549
0.13% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,633
shares
|
$332,232
0.0% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,557
shares
|
$326,782
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,513
shares
|
$323,627
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,507
shares
|
$323,196
0.03% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
May 14, 2025 Q1 2025 |
4,456
shares
|
$319,539
0.18% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
4,401
shares
|
$315,595
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
4,374
shares
|
$313,659
0.0% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,336
shares
|
$310,934
0.0% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,263
shares
|
$305,699
0.03% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
4,200
shares
|
$301,182
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
4,100
shares
|
$294,011
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
4,084
shares
|
$292,863
0.0% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
3,986
shares
|
$285,836
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
3,940
shares
|
$282,537
0.1% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
3,940
shares
|
$282,537
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
3,937
shares
|
$282,322
0.03% of portfolio
|
Q1 2025
Reduced 9.1%
|