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Workiva (WK) Institutional Ownership

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$84.70 -1.85 (-2.13%)
As of 01:44 PM 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)
174
Total
Institutional Inflows
(last 12 months)
$710.65M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$450.99M
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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
2/18/2025 GTS Securities LLC1,936$212K0.0%N/A0.003%
2/18/2025 Castleark Management LLC62,100$6.80M0.2%N/A0.112%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC181,478$19.87M0.0%-63.0%0.328%
2/17/2025 Voloridge Investment Management LLC64,796$7.10M0.0%-27.5%0.117%
2/17/2025 Woodline Partners LP8,619$944K0.0%-91.9%0.016%
2/17/2025 Vident Advisory LLC2,192$240K0.0%N/A0.004%
2/17/2025 Two Sigma Advisers LP42,200$4.62M0.0%+155.8%0.076%
2/17/2025 Two Sigma Investments LP112,429$12.31M0.0%+37.8%0.203%
2/17/2025 Tensile Capital Management LP238,321$26.10M2.7%-21.8%0.430%
2/17/2025 Point72 Asset Management L.P.300,116$32.86M0.1%N/A0.542%
2/17/2025 Polar Asset Management Partners Inc.53,200$5.83M0.1%N/A0.096%
2/17/2025 ProShare Advisors LLC14,584$1.60M0.0%-26.5%0.026%
2/17/2025 Quantinno Capital Management LP3,342$366K0.0%+27.5%0.006%
2/17/2025 Main Management ETF Advisors LLC10,680$1.17M0.1%-8.2%0.019%
2/17/2025 Nomura Holdings Inc.2,279$250K0.0%N/A0.004%
2/17/2025 Nicholas Investment Partners LP17,478$1.91M0.2%N/A0.032%
2/17/2025 Nuveen Asset Management LLC588,428$64.43M0.0%+0.3%1.062%
2/17/2025 Occudo Quantitative Strategies LP6,191$678K0.1%+50.0%0.011%
2/17/2025 Millennium Management LLC164,480$18.01M0.0%-43.5%0.297%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.172,202$18.86M0.0%-16.1%0.311%
2/17/2025 Lazard Asset Management LLC15,573$1.71M0.0%+10,282.0%0.028%
2/17/2025 LMR Partners LLP147,500$16.15M0.1%N/A0.266%
2/17/2025 Investor s Fiduciary Advisor Network LLC7,560$827K0.3%N/A0.014%
2/17/2025 Jacobs Levy Equity Management Inc.105,455$11.55M0.0%-53.6%0.190%
2/17/2025 Granahan Investment Management LLC93,513$10.24M0.4%-33.1%0.169%
2/17/2025 G2 Investment Partners Management LLC21,002$2.30M0.6%N/A0.038%
2/17/2025 Engle Capital Management L.P.186,000$20.37M6.1%N/A0.336%
2/17/2025 Frontier Capital Management Co. LLC78,600$8.61M0.1%-0.2%0.142%
2/17/2025 D. E. Shaw & Co. Inc.15,511$1.70M0.0%-86.9%0.028%
2/17/2025 Cetera Investment Advisers18,209$1.99M0.0%-2.2%0.033%
2/17/2025 Captrust Financial Advisors4,742$519K0.0%-57.8%0.009%
2/17/2025 Brown Advisory Inc.372,257$40.76M0.1%-42.5%0.672%
2/17/2025 Balyasny Asset Management L.P.188,418$20.63M0.0%+11.0%0.340%
2/17/2025 Aristeia Capital L.L.C.81,800$8.96M0.3%N/A0.148%
2/17/2025 Aequim Alternative Investments LP22,200$2.43M0.1%N/A0.040%
2/14/2025 Comerica Bank89,130$9.76M0.0%-0.3%0.161%
2/14/2025 Untitled Investments LP69,841$7.65M1.9%N/A0.126%
2/14/2025 AQR Capital Management LLC45,529$4.99M0.0%-17.0%0.082%
2/14/2025 Northern Trust Corp596,466$65.31M0.0%+6.9%1.077%
2/14/2025 The Manufacturers Life Insurance Company 29,231$3.20M0.0%-2.0%0.053%
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2/14/2025 Beacon Pointe Advisors LLC2,000$219K0.0%N/A0.004%
2/14/2025 Aquatic Capital Management LLC8,324$911K0.0%-29.7%0.015%
2/14/2025 Johnson Financial Group Inc.599$66K0.0%N/A0.001%
2/14/2025 Boothbay Fund Management LLC4,246$465K0.0%N/A0.008%
2/14/2025 Susquehanna Fundamental Investments LLC38,479$4.21M0.1%N/A0.069%
2/14/2025 Stonebridge Capital Advisors LLC2,125$233K0.0%N/A0.004%
2/14/2025 T. Rowe Price Investment Management Inc.2,148,021$235.21M0.1%+10.3%3.878%
2/14/2025 MGO One Seven LLC2,662$291K0.0%N/A0.005%
2/14/2025 Price T Rowe Associates Inc. MD111,457$12.21M0.0%-37.9%0.201%
2/14/2025 Hsbc Holdings PLC19,397$2.12M0.0%-35.1%0.035%
2/14/2025 Stifel Financial Corp42,732$4.68M0.0%-0.3%0.077%
2/14/2025 OneDigital Investment Advisors LLC39,009$4.27M0.0%-2.7%0.070%
2/14/2025 Tower Research Capital LLC TRC 797$87K0.0%-87.5%0.001%
2/14/2025 Transatlantique Private Wealth LLC5,828$638K0.2%+22.2%0.011%
2/14/2025 Tradition Wealth Management LLC4,507$494K0.0%-5.4%0.008%
2/14/2025 Mirabella Financial Services LLP3,451$378K0.0%-95.2%0.006%
2/14/2025 MetLife Investment Management LLC30,413$3.33M0.0%+4.4%0.055%
2/14/2025 First Trust Advisors LP824,219$90.25M0.1%+3.0%1.488%
2/14/2025 GeoWealth Management LLC622$68K0.0%+3,010.0%0.001%
2/13/2025 CANADA LIFE ASSURANCE Co63,877$6.99M0.0%-14.8%0.115%
2/13/2025 Canada Pension Plan Investment Board44,700$4.90M0.0%+3,338.5%0.081%
2/13/2025 XTX Topco Ltd6,305$690K0.1%N/A0.011%
2/13/2025 Summit Investment Advisors Inc.5,284$579K0.5%+5.2%0.010%
2/13/2025 Inlight Wealth Management LLC3,607$395K0.1%N/A0.007%
2/13/2025 Bessemer Group Inc.271$30K0.0%-76.9%0.000%
2/13/2025 CenterBook Partners LP3,528$386K0.0%-49.5%0.006%
2/13/2025 Ranger Investment Management L.P.500,163$54.77M3.5%-0.4%0.903%
2/13/2025 Raymond James Financial Inc.52,588$5.76M0.0%N/A0.095%
2/13/2025 Renaissance Technologies LLC414,511$45.39M0.1%-11.3%0.748%
2/13/2025 Legal & General Group Plc53,173$5.82M0.0%-4.7%0.096%
2/13/2025 Bank of Montreal Can3,746$410K0.0%-5.3%0.007%
2/13/2025 Cerity Partners LLC2,952$323K0.0%-20.7%0.005%
2/13/2025 Federated Hermes Inc.31,564$3.46M0.0%-45.7%0.057%
2/13/2025 Envestnet Asset Management Inc.185,634$20.33M0.0%-2.7%0.335%
2/13/2025 Rosenblum Silverman Sutton S F Inc. CA21,592$2.36M0.6%-5.9%0.039%
2/12/2025 World Investment Advisors5,135$562K0.0%+2.7%0.009%
2/12/2025 Trexquant Investment LP87,428$9.57M0.1%+85.6%0.158%
2/12/2025 Geode Capital Management LLC1,145,813$125.50M0.0%+0.1%2.069%
2/12/2025 Alliancebernstein L.P.61,068$6.69M0.0%-20.9%0.110%
2/12/2025 CIBC Private Wealth Group LLC38,117$4.23M0.0%-28.5%0.069%
2/12/2025 California Public Employees Retirement System195,859$21.45M0.0%+12.2%0.354%
2/12/2025 Arrowstreet Capital Limited Partnership468,977$51.35M0.0%N/A0.847%
2/12/2025 Pictet Asset Management Holding SA7,187$787K0.0%+12.3%0.013%
2/12/2025 Norges Bank544,989$59.68M0.0%N/A0.984%
2/12/2025 Blair William & Co. IL2,744$300K0.0%-5.5%0.005%
2/12/2025 Loomis Sayles & Co. L P814,582$89.20M9.6%+11.8%1.471%
2/12/2025 Artisan Partners Limited Partnership584,701$64.03M0.1%-5.5%1.056%
2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.2,390$266K0.0%+21.5%0.004%
2/11/2025 Prudential Financial Inc.3,749$411K0.0%-13.9%0.007%
2/11/2025 Corebridge Financial Inc.25,111$2.75M0.0%-7.0%0.045%
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2/11/2025 Advantage Alpha Capital Partners LP45,570$4.99M1.2%-47.9%0.082%
2/11/2025 Vanguard Group Inc.5,800,074$635.11M0.0%+1.2%10.471%
2/11/2025 LPL Financial LLC14,534$1.59M0.0%+3.8%0.026%
2/11/2025 KLP Kapitalforvaltning AS10,200$1.12M0.0%N/A0.018%
2/11/2025 Knights of Columbus Asset Advisors LLC20,163$2.21M0.1%-35.8%0.036%
2/11/2025 Oxford Financial Group LTD. LLC2,300$252K0.0%N/A0.004%
2/11/2025 Semanteon Capital Management LP13,227$1.45M0.8%N/A0.024%
2/11/2025 Teacher Retirement System of Texas7,668$840K0.0%+29.8%0.014%
2/11/2025 Harvest Fund Management Co. Ltd3,940$431K0.0%N/A0.007%
2/11/2025 Xponance Inc.3,609$395K0.0%+9.3%0.007%
(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, 339 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($635.11M), T. Rowe Price Investment Management Inc. ($235.21M), FMR LLC ($186.60M), Riverbridge Partners LLC ($180.27M), Ameriprise Financial Inc. ($156.84M), Conestoga Capital Advisors LLC ($127.57M), and Geode Capital Management LLC ($125.50M).Learn more on WK's institutional investors.

What percentage of Workiva stock is owned by institutional investors?

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

Which institutional investors have been buying Workiva stock?

Of the 273 institutional investors that purchased Workiva stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.11M), Brown Capital Management LLC ($953.93K), Loomis Sayles & Co. L P ($592.59K), Nordea Investment Management AB ($543.75K), Groupama Asset Managment ($500K), Champlain Investment Partners LLC ($492.95K), and Arrowstreet Capital Limited Partnership ($468.98K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 12,576,834 shares in the last 24 months. This purchase volume represents approximately $1.24B in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 182 institutional investors that sold Workiva stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($24.85M), FMR LLC ($17.75M), Invesco Ltd. ($2.10M), Brown Advisory Inc. ($886.52K), Riverbridge Partners LLC ($674.52K), Clearbridge Investments LLC ($570.97K), and Zurcher Kantonalbank Zurich Cantonalbank ($457.71K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 53,685,408 shares in the last 24 months. This volume of shares sold represents approximately $5.40B in transactions.


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This page (NYSE:WK) was last updated on 2/21/2025 by MarketBeat.com Staff
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