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Workiva (WK) Institutional Ownership

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$72.98 -1.86 (-2.49%)
Closing price 08/14/2025 03:59 PM Eastern
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$71.04 -1.95 (-2.67%)
As of 04:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for Workiva (NYSE:WK)

Current
Institutional Ownership
Percentage
92.21%
Number of
Institutional Buyers
(last 12 months)
196
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$1.75B
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WK Institutional Buying and Selling by Quarter

Workiva Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Jane Street Group LLC79,118$5.42M0.0%-99.4%0.141%
8/14/2025Raymond James Financial Inc.51,239$3.51M0.0%-2.5%0.091%
8/14/2025Canada Pension Plan Investment Board5,500$376K0.0%+189.5%0.010%
8/14/2025Occudo Quantitative Strategies LP4,753$325K0.0%-61.9%0.008%
8/14/2025Quantinno Capital Management LP3,983$273K0.0%-23.2%0.007%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.181,755$12.44M0.0%+4.1%0.324%
8/14/2025TFG Asset Management GP Ltd150,000$10.27M1.7%N/A0.268%
8/14/2025The Manufacturers Life Insurance Company 27,662$1.89M0.0%-7.6%0.049%
8/14/2025Squarepoint Ops LLC103,606$7.09M0.0%+313.4%0.185%
8/14/2025Qube Research & Technologies Ltd260,900$17.86M0.0%+46.3%0.466%
8/14/2025WINTON GROUP Ltd11,536$790K0.0%N/A0.021%
8/14/2025 California Public Employees Retirement System82,197$5.63M0.0%+0.4%0.147%
8/14/2025 Cerity Partners LLC3,297$226K0.0%+24.8%0.006%
8/13/2025 Jump Financial LLC60,281$4.13M0.0%-97.7%0.108%
8/13/2025 Rosenblum Silverman Sutton S F Inc. CA24,731$1.69M0.4%+11.2%0.044%
8/13/2025 Brown Advisory Inc.38,895$2.66M0.0%-3.1%0.069%
8/13/2025 Marshall Wace LLP3,471$238K0.0%-93.9%0.006%
8/13/2025 Brown Capital Management LLC702,007$48.05M1.4%+0.9%1.253%
8/13/2025 Walleye Capital LLC7,828$536K0.0%-82.5%0.014%
8/13/2025 First Trust Advisors LP964,347$66.01M0.1%+0.4%1.722%
8/13/2025 Invesco Ltd.38,989$2.67M0.0%-98.5%0.070%
8/13/2025 Arrowstreet Capital Limited Partnership493,180$33.76M0.0%-20.5%0.880%
8/13/2025 Quantbot Technologies LP20,215$1.38M0.0%+108.9%0.036%
8/13/2025 Edgestream Partners L.P.73,306$5.02M0.1%N/A0.131%
8/13/2025 Loomis Sayles & Co. L P644,631$44.13M0.1%-19.1%1.151%
8/13/2025 Norges Bank587,735$40.23M0.0%N/A1.049%
8/13/2025 Quadrature Capital Ltd18,039$1.24M0.0%+309.9%0.032%
8/13/2025 Hsbc Holdings PLC28,541$1.94M0.0%+9.9%0.051%
8/13/2025 Northwestern Mutual Wealth Management Co.2,061$141K0.0%-14.8%0.004%
8/13/2025 Advantage Alpha Capital Partners LP78,447$5.37M1.4%+38.8%0.140%
8/13/2025 Elevation Point Wealth Partners LLC4,608$315K0.0%+8.1%0.008%
8/12/2025 XTX Topco Ltd27,698$1.90M0.1%+8.4%0.049%
8/12/2025 Edmond DE Rothschild Holding S.A.1,295,497$88.68M1.4%N/A2.313%
8/12/2025 Summit Global Investments7,346$503K0.0%+15.8%0.013%
8/12/2025 Prudential Financial Inc.6,259$428K0.0%+66.7%0.011%
8/12/2025 Rhumbline Advisers77,141$5.28M0.0%+3.6%0.138%
8/12/2025 Legal & General Group Plc55,961$3.83M0.0%+3.3%0.100%
8/12/2025 Swiss National Bank94,221$6.45M0.0%-0.7%0.168%
8/12/2025 Handelsbanken Fonder AB13,400$917K0.0%-3.6%0.024%
8/11/2025 TD Waterhouse Canada Inc.740$51K0.0%N/A0.001%
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8/11/2025 Dorsey & Whitney Trust CO LLC27,919$1.91M0.1%+2.5%0.050%
8/8/2025 Intech Investment Management LLC21,977$1.50M0.0%-21.8%0.039%
8/8/2025 Creative Planning5,902$404K0.0%-74.8%0.011%
8/8/2025 Police & Firemen s Retirement System of New Jersey11,538$790K0.0%+4.4%0.021%
8/8/2025 Geode Capital Management LLC1,207,108$82.64M0.0%+0.3%2.166%
8/8/2025 PNC Financial Services Group Inc.3,825$262K0.0%-15.2%0.007%
8/8/2025 Wealth Alliance LLC3,122$214K0.0%+8.2%0.006%
8/8/2025 TimesSquare Capital Management LLC459,586$31.46M0.5%-2.8%0.825%
8/8/2025 KBC Group NV1,425$98K0.0%-99.3%0.003%
8/7/2025 ProShare Advisors LLC10,765$737K0.0%-5.9%0.019%
8/7/2025 King Luther Capital Management Corp79,835$5.47M0.0%+16.8%0.143%
8/7/2025 Acadian Asset Management LLC86,066$5.89M0.0%+64.8%0.154%
8/7/2025 Campbell & CO Investment Adviser LLC12,364$846K0.1%-60.8%0.022%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.138,881$9.51M0.0%+5.9%0.249%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.2,453$168K0.0%+14.1%0.004%
8/7/2025 Los Angeles Capital Management LLC14,038$961K0.0%-55.0%0.025%
8/6/2025 Summit Investment Advisors Inc.5,154$391K0.3%-2.5%0.009%
8/6/2025 Savant Capital LLC3,997$274K0.0%+41.9%0.007%
8/6/2025 Summit Creek Advisors LLC95,108$6.51M0.9%+38.3%0.171%
8/6/2025 EFG Asset Management North America Corp.35,196$2.41M0.3%+24.1%0.063%
8/5/2025 Transatlantique Private Wealth LLC3,428$235K0.1%-33.3%0.006%
8/5/2025 Ceera Investments LLC15,301$1.05M0.3%N/A0.027%
8/5/2025 Nicholas Company Inc.80,881$5.54M0.1%+9.3%0.145%
8/4/2025 Atria Investments Inc4,629$317K0.0%+6.8%0.008%
8/1/2025 Teacher Retirement System of Texas9,201$630K0.0%+5.3%0.017%
8/1/2025 Y Intercept Hong Kong Ltd40,883$2.80M0.1%N/A0.073%
8/1/2025 Envestnet Asset Management Inc.166,537$11.40M0.0%-3.8%0.299%
7/31/2025 Oppenheimer Asset Management Inc.67,442$4.62M0.1%-6.0%0.121%
7/31/2025 University of Texas Texas AM Investment Management Co.23,868$1.63M0.3%N/A0.043%
7/31/2025 Ingalls & Snyder LLC43,454$2.97M0.1%-40.7%0.078%
7/31/2025 State of New Jersey Common Pension Fund D27,895$1.91M0.0%+21.1%0.050%
7/31/2025 AlphaQuest LLC6,208$425K0.0%+189.1%0.011%
7/31/2025 Alamar Capital Management LLC54,467$3.73M2.0%+14.2%0.098%
7/30/2025 Conestoga Capital Advisors LLC1,170,311$80.11M1.2%-0.8%2.100%
7/29/2025 Mutual of America Capital Management LLC93,101$6.37M0.1%+20.5%0.167%
7/29/2025 Nordea Investment Management AB907,861$61.22M0.1%-2.9%1.629%
7/28/2025 Allianz Asset Management GmbH39,955$2.74M0.0%-7.9%0.072%
7/28/2025 TD Asset Management Inc41,354$2.83M0.0%-10.0%0.074%
7/25/2025 Envestnet Portfolio Solutions Inc.3,497$239K0.0%-24.5%0.006%
7/25/2025 CWM LLC9,243$633K0.0%+13.2%0.017%
7/24/2025 Aberdeen Group plc220,121$15.07M0.0%-12.9%0.395%
7/24/2025 US Bancorp DE18,863$1.29M0.0%-10.8%0.034%
7/23/2025 KLP Kapitalforvaltning AS10,300$705K0.0%+8.4%0.018%
7/22/2025 Knights of Columbus Asset Advisors LLC27,588$1.89M0.1%-2.0%0.050%
7/21/2025 Hilltop National Bank969$66K0.0%N/A0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.6,972$477K0.0%+9.2%0.013%
7/17/2025 Janney Montgomery Scott LLC18,850$1.29M0.0%-3.8%0.034%
7/16/2025 Signaturefd LLC444$30K0.0%-31.2%0.001%
7/15/2025 Riverbridge Partners LLC1,375,867$94.18M1.5%-10.5%2.469%
7/15/2025 Kopp Family Office LLC100,859$6.90M4.5%-9.4%0.181%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.

This little-known company holds nearly 100 patents and trades for around $7
7/15/2025 Fifth Third Bancorp1,135$78K0.0%-32.8%0.002%
7/14/2025 Park Avenue Securities LLC4,176$286K0.0%-4.5%0.007%
7/11/2025 Assenagon Asset Management S.A.148,460$10.16M0.0%-18.4%0.266%
7/10/2025 Trust Point Inc.6,871$470K0.0%-38.1%0.012%
7/9/2025 Harbor Capital Advisors Inc.16,021$1.10M0.0%+20.7%0.029%
7/9/2025 Orser Capital Management LLC48,987$3.35M2.5%-13.2%0.088%
5/29/2025 Rhumbline Advisers74,495$5.66M0.0%+4.1%0.134%
5/28/2025 Strs Ohio4,200$319K0.0%N/A0.008%
5/21/2025 Acadian Asset Management LLC52,223$3.96M0.0%N/A0.093%
5/20/2025 Intech Investment Management LLC28,118$2.13M0.0%+46.1%0.050%
(Data available from 1/1/2016 forward)

WK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WK shares?

During the previous two years, 342 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($451.09M), T. Rowe Price Investment Management Inc. ($215.18M), FMR LLC ($186.60M), Ameriprise Financial Inc. ($156.84M), Champlain Investment Partners LLC ($113.64M), Riverbridge Partners LLC ($94.18M), and Edmond DE Rothschild Holding S.A. ($88.68M).Learn more on Workiva's institutional investors.

What percentage of Workiva's stock is owned by institutional investors?

92.21% of Workiva's stock is owned by institutional investors. Learn more on WK's institutional investor holdings.

Which institutional investors have been buying Workiva's stock?

Of the 278 institutional investors that purchased Workiva's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.69M), Edmond DE Rothschild Holding S.A. ($1.30M), T. Rowe Price Investment Management Inc. ($886.92K), Eminence Capital LP ($855K), Alliancebernstein L.P. ($719.06K), Loomis Sayles & Co. L P ($592.59K), and Nordea Investment Management AB ($543.75K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 11,876,847 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Which of Workiva's major shareholders have been selling company stock?

Of the 132 institutional investors that sold Workiva's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($13.10M), Invesco Ltd. ($2.57M), Jump Financial LLC ($2.54M), Brown Advisory Inc. ($608.38K), Zurcher Kantonalbank Zurich Cantonalbank ($447.87K), Riverbridge Partners LLC ($376.39K), and Thrivent Financial for Lutherans ($340.94K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 23,814,013 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.


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This page (NYSE:WK) was last updated on 8/15/2025 by MarketBeat.com Staff
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