Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 318 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,125
shares
|
$376,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
4,044
shares
|
$369,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
4,014
shares
|
$366,397
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,955
shares
|
$361,012
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
3,866
shares
|
$352,888
0.0% of portfolio
|
Q3 2024
Reduced 76.93%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
3,841
shares
|
$350,606
0.15% of portfolio
|
Q3 2024
Reduced 30.4%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
3,791
shares
|
$346,042
0.0% of portfolio
|
Q3 2024
Reduced 13.41%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,724
shares
|
$339,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,685
shares
|
$336,366
0.03% of portfolio
|
Q3 2024
Added 24.96%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,656
shares
|
$333,719
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
3,654
shares
|
$333,537
0.02% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
3,463
shares
|
$316,102
0.02% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,447
shares
|
$314,642
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,382
shares
|
$308,708
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
3,301
shares
|
$301,315
0.0% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,282
shares
|
$299,580
0.0% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,247
shares
|
$296,386
0.0% of portfolio
|
Q3 2024
Added 238.58%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,101
shares
|
$283,059
0.0% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
3,100
shares
|
$282,968
0.0% of portfolio
|
Q2 2024
Reduced 11.43%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,077
shares
|
$280,868
0.03% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,944
shares
|
$268,728
0.45% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,905
shares
|
$265,168
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
2,834
shares
|
$258,687
0.03% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
2,737
shares
|
$249,833
0.1% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,729
shares
|
$249,103
0.0% of portfolio
|
Q3 2024
Added 10.89%
|