Free Trial
→ Why I'm telling friends to avoid gold stocks (From DTI) (Ad) Free WK Stock Alerts

Workiva (WK) Institutional Ownership

Workiva logo
$114.78 +3.40 (+3.05%)
(As of 12/20/2024 05:31 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Workiva (NYSE:WK)

Current
Institutional Ownership
Percentage
92.21%
Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$450.07M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$241.38M
Get WK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Workiva stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WK Institutional Buying and Selling by Quarter

Workiva Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.4,691$371K0.0%-31.2%0.008%
11/25/2024 World Investment Advisors LLC5,000$396K0.0%N/A0.009%
11/25/2024 Sanctuary Advisors LLC2,126$168K0.0%N/A0.004%
11/16/2024 Geode Capital Management LLC1,144,826$90.60M0.0%+3.2%2.072%
11/15/2024 Groupama Asset Managment500,000$381K0.0%N/A0.905%
11/15/2024 Y Intercept Hong Kong Ltd10,587$838K0.1%-8.7%0.019%
11/15/2024 MML Investors Services LLC5,383$426K0.0%-20.6%0.010%
11/15/2024 Main Management ETF Advisors LLC11,640$921K0.0%N/A0.021%
11/15/2024 DF Dent & Co. Inc.69,964$5.54M0.1%-81.7%0.127%
11/15/2024 Jane Street Group LLC36,906$2.92M0.0%-60.6%0.067%
11/15/2024 Voya Financial Advisors Inc.4,646$374K0.0%-8.8%0.008%
11/15/2024 Tensile Capital Management LP304,605$24.10M2.6%-27.2%0.551%
11/15/2024 Stifel Financial Corp42,868$3.39M0.0%-2.6%0.078%
11/15/2024 Quadrature Capital Ltd3,656$289K0.0%N/A0.007%
11/15/2024 Quantinno Capital Management LP2,622$207K0.0%N/A0.005%
11/15/2024 Ingalls & Snyder LLC70,353$5.57M0.2%-1.3%0.127%
11/15/2024 Jacobs Levy Equity Management Inc.227,498$18M0.1%N/A0.412%
11/15/2024 Janus Henderson Group PLC213,831$16.92M0.0%+839.8%0.387%
11/15/2024 HighTower Advisors LLC22,778$1.81M0.0%-6.8%0.041%
11/15/2024 Holocene Advisors LP34,791$2.75M0.0%-7.9%0.063%
11/15/2024 Benjamin Edwards Inc.3,247$257K0.0%+238.6%0.006%
11/14/2024 Verition Fund Management LLC20,461$1.62M0.0%+241.4%0.037%
11/14/2024 Captrust Financial Advisors11,230$889K0.0%-9.6%0.020%
11/14/2024 Icon Wealth Advisors LLC3,120$247K0.0%-31.8%0.006%
11/14/2024 Capstone Investment Advisors LLC3,101$245K0.0%-28.6%0.006%
11/14/2024 FORA Capital LLC6,059$479K0.1%N/A0.011%
11/13/2024 Quantbot Technologies LP20,064$1.59M0.1%+431.1%0.036%
11/13/2024 Advantage Alpha Capital Partners LP87,472$6.92M1.6%+13.9%0.158%
11/13/2024 Mirabella Financial Services LLP72,302$5.56M0.4%+515.4%0.131%
11/13/2024 Loomis Sayles & Co. L P728,375$57.63M0.1%+13.5%1.319%
11/12/2024 Swedbank AB100,000$7.91M0.0%-47.6%0.181%
11/12/2024 Icon Wealth Advisors LLC1,608$127K0.0%-64.8%0.003%
11/12/2024 Charles Schwab Investment Management Inc.423,782$33.53M0.0%+1.5%0.767%
11/12/2024 Brown Capital Management LLC913,726$72.29M1.6%-10.6%1.654%
11/9/2024 Landscape Capital Management L.L.C.5,895$466K0.0%-37.9%0.011%
11/9/2024 Intech Investment Management LLC10,900$862K0.0%N/A0.020%
11/8/2024 King Luther Capital Management Corp66,580$5.27M0.0%+3.2%0.121%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.92,451$7.32M0.0%+345.9%0.167%
11/7/2024 Pathstone Holdings LLC16,958$1.34M0.0%-25.2%0.031%
11/7/2024 Baron Wealth Management LLC2,737$217K0.1%-12.5%0.005%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

>> Register for the Workshop Now
11/7/2024 Quest Partners LLC14,633$1.16M0.1%+441.6%0.026%
11/7/2024 Swiss National Bank94,621$7.49M0.0%-0.4%0.171%
11/7/2024 Thrivent Financial for Lutherans220,284$17.43M0.0%-60.6%0.399%
11/6/2024 Mutual of America Capital Management LLC54,059$4.28M0.0%+138.8%0.098%
11/6/2024 RIA Advisory Group LLC4,146$328K0.1%N/A0.008%
11/6/2024 Cornercap Investment Counsel Inc.3,382$268K0.1%N/A0.006%
11/6/2024 Impax Asset Management Group plc158,586$12.55M0.0%+16.5%0.287%
11/6/2024 OneDigital Investment Advisors LLC40,107$3.17M0.0%-0.9%0.073%
11/6/2024 Oppenheimer Asset Management Inc.77,911$6.16M0.1%-5.8%0.141%
11/5/2024 Aigen Investment Management LP14,323$1.13M0.2%-2.8%0.026%
11/5/2024 GSA Capital Partners LLP8,097$641K0.0%N/A0.015%
11/5/2024 Entropy Technologies LP5,027$398K0.0%N/A0.009%
11/4/2024 Versor Investments LP15,382$1.22M0.2%N/A0.028%
11/4/2024 State of New Jersey Common Pension Fund D24,656$1.95M0.0%+2.8%0.045%
11/4/2024 TimesSquare Capital Management LLC467,769$37.01M0.6%+4.3%0.847%
11/1/2024 Atria Investments Inc4,567$361K0.0%-8.6%0.008%
10/31/2024 Principal Financial Group Inc.4,691$371K0.0%-31.2%0.009%
10/30/2024 Impax Asset Management Group plc158,586$12.55M0.0%+16.5%0.289%
10/29/2024 Harbor Capital Advisors Inc.8,523$674K0.0%-4.1%0.016%
10/28/2024 Conestoga Capital Advisors LLC1,024,709$81.08M1.1%-13.8%1.855%
10/28/2024 US Bancorp DE23,431$1.85M0.0%+58.3%0.042%
10/25/2024 abrdn plc261,757$20.71M0.0%-7.1%0.477%
10/23/2024 Mirae Asset Global Investments Co. Ltd.10,086$812K0.0%-12.1%0.018%
10/23/2024 Mount Yale Investment Advisors LLC3,685$292K0.0%+25.0%0.007%
10/23/2024 Assenagon Asset Management S.A.145,384$11.50M0.0%+435.5%0.265%
10/22/2024 International Assets Investment Management LLC9,257$732K0.0%+6,373.4%0.017%
10/18/2024Raymond James & Associates52,656$4.17M0.0%-4.6%0.096%
10/17/2024Trust Point Inc.16,089$1.27M0.1%-11.9%0.029%
10/17/2024V Square Quantitative Management LLC349$28K0.0%N/A0.001%
10/16/2024 nVerses Capital LLC4,300$340K0.2%+34.4%0.008%
10/16/2024 Vontobel Holding Ltd.16,094$1.27M0.0%-14.3%0.029%
10/15/2024 Swedbank AB100,000$7.91M0.0%-47.6%0.182%
10/11/2024 Creative Planning11,929$944K0.0%+73.5%0.022%
10/7/2024 Azzad Asset Management Inc. ADV19,920$1.58M0.2%-8.5%0.036%
10/5/2024 Handelsbanken Fonder AB15,000$1.19M0.0%+33.9%0.027%
10/5/2024 Orser Capital Management LLC54,908$4.34M3.3%-3.0%0.100%
10/3/2024 Park Avenue Securities LLC4,363$345K0.0%-14.8%0.008%
10/3/2024 SG Americas Securities LLC3,866$306K0.0%-76.9%0.007%
9/16/2024 Point72 Asia Singapore Pte. Ltd.856$62K0.0%-67.4%0.002%
8/27/2024 Clearbridge Investments LLC150,428$10.98M0.0%-59.6%0.274%
8/22/2024 Cetera Investment Advisers19,660$1.44M0.0%+2.3%0.036%
8/16/2024 Quarry LP453$33K0.0%+57.8%0.001%
8/16/2024 Northwestern Mutual Wealth Management Co.2,478$181K0.0%+484.4%0.004%
8/16/2024 Creative Planning6,876$502K0.0%+20.0%0.012%
8/16/2024 Algert Global LLC4,870$355K0.0%N/A0.009%
8/15/2024Susquehanna Fundamental Investments LLC34,293$2.50M0.1%N/A0.063%
8/15/2024 The Manufacturers Life Insurance Company29,846$2.18M0.0%+3.5%0.054%
8/15/2024 AQR Capital Management LLC33,967$2.48M0.0%-8.7%0.062%
8/15/2024 AXA S.A.102,832$7.51M0.0%-2.8%0.188%
8/15/2024 Point72 Asia Singapore Pte. Ltd.856$62K0.0%-67.4%0.002%
How Low-Cost Stocks Generate Monthly Income (Ad)

Are you ready to transform your investment strategy and generate a steady monthly income? We’re excited to offer you our exclusive report, "Options Trading Strategy: 2 (Surprisingly) Low-Cost Stocks Primed for Generating Monthly Income," FREE!

👉 Yes, I Want the Free Report! 👈
8/15/2024 Point72 Hong Kong Ltd846$62K0.0%N/A0.002%
8/14/2024 Squarepoint Ops LLC118,106$8.62M0.0%-31.7%0.215%
8/14/2024 Cubist Systematic Strategies LLC75,484$5.51M0.0%+501.4%0.137%
8/14/2024 Point72 DIFC Ltd7,780$568K0.0%+40.3%0.014%
8/14/2024 Marshall Wace LLP3,300$241K0.0%-63.5%0.006%
8/14/2024 Xponance Inc.3,195$233K0.0%+6.0%0.006%
8/14/2024 Mount Yale Investment Advisors LLC2,949$215K0.0%N/A0.005%
8/14/2024 ProShare Advisors LLC7,251$529K0.0%-24.2%0.013%
8/13/2024 Transatlantique Private Wealth LLC5,590$402K0.2%+30.7%0.010%
8/13/2024 Thrivent Financial for Lutherans558,618$40.77M0.1%-1.1%1.019%
(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, 289 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($439.77M), FMR LLC ($186.60M), Ameriprise Financial Inc. ($156.84M), Riverbridge Partners LLC ($133.55M), Artisan Partners Limited Partnership ($129.45M), Invesco Ltd. ($119.28M), and Champlain Investment Partners LLC ($113.64M).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 234 institutional investors that purchased Workiva stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Capital Management LLC ($953.93K), Norges Bank ($561.66K), Loomis Sayles & Co. L P ($506.39K), Groupama Asset Managment ($500K), Champlain Investment Partners LLC ($492.95K), AEGON ASSET MANAGEMENT UK Plc ($388.58K), and Conestoga Capital Advisors LLC ($340.74K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 9,497,836 shares in the last 24 months. This purchase volume represents approximately $877.80M in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 156 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), Riverbridge Partners LLC ($627.77K), Brown Advisory Inc. ($611.50K), Clearbridge Investments LLC ($574.23K), and Allspring Global Investments Holdings LLC ($456.44K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 52,912,815 shares in the last 24 months. This volume of shares sold represents approximately $5.28B in transactions.


Related Companies

This page (NYSE:WK) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners
Amazon coin set to soar 25X – starting December 16th?
This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. And one team...
True Market Insiders | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored