Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 343 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
5,143
shares
|
$340,723
0.16% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,134
shares
|
$340,127
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
5,041
shares
|
$333,966
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
|
$331,448
0.0% of portfolio
|
Q3 2023
Reduced 93.77%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,000
shares
|
$331,250
0.13% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,742
shares
|
$314,157
0.0% of portfolio
|
Q4 2024
Reduced 57.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,633
shares
|
$306,936
0.0% of portfolio
|
Q1 2025
Reduced 24.98%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Feb 14, 2025 Q4 2024 |
4,559
shares
|
$302,033
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,557
shares
|
$301,901
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,513
shares
|
$298,986
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,507
shares
|
$298,588
0.05% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
4,401
shares
|
$291,566
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
4,374
shares
|
$289,777
0.0% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
4,336
shares
|
$287,260
0.0% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
4,331
shares
|
$286,928
0.05% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,263
shares
|
$282,423
0.03% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,246
shares
|
$281,297
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
4,084
shares
|
$270,565
0.0% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
3,940
shares
|
$261,025
0.1% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
3,940
shares
|
$261,025
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
3,850
shares
|
$255,062
0.0% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
3,756
shares
|
$248,835
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
3,754
shares
|
$248,702
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
3,655
shares
|
$242,143
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
3,654
shares
|
$242,077
0.02% of portfolio
|
Q4 2023
Added 0.97%
|