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Workiva (WK) Institutional Ownership

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$112.05 -1.65 (-1.45%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
140
Total
Institutional Inflows
(last 12 months)
$473.70M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$239.06M
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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
1/17/2025 Riverbridge Partners LLC1,646,325$180.27M2.5%-6.0%2.972%
1/17/2025 Janney Montgomery Scott LLC19,225$2.11M0.0%-1.9%0.035%
1/17/2025 SG Americas Securities LLC9,341$1.02M0.0%+141.6%0.017%
1/17/2025 Nisa Investment Advisors LLC1,452$159K0.0%+8.7%0.003%
1/14/2025 Orser Capital Management LLC53,658$5.88M4.4%-2.3%0.097%
1/14/2025 Burney Co.2,427$266K0.0%-47.9%0.004%
1/14/2025 Park Avenue Securities LLC4,561$499K0.0%+4.5%0.008%
1/14/2025 Assenagon Asset Management S.A.134,019$14.68M0.0%-7.8%0.242%
1/13/2025 Moody National Bank Trust Division7,012$768K0.1%-16.7%0.013%
1/10/2025 Heartwood Wealth Advisors LLC2,000$219K0.0%N/A0.004%
1/10/2025 Harbor Capital Advisors Inc.9,060$992K0.0%+6.3%0.016%
1/6/2025 Nordea Investment Management AB543,753$59.89M0.1%N/A0.982%
12/19/2024Principal Financial Group Inc.4,691$371K0.0%-31.2%0.008%
11/25/2024World Investment Advisors LLC5,000$396K0.0%N/A0.009%
11/25/2024Sanctuary Advisors LLC2,126$168K0.0%N/A0.004%
11/16/2024Geode Capital Management LLC1,144,826$90.60M0.0%+3.2%2.072%
11/15/2024Groupama Asset Managment500,000$381K0.0%N/A0.905%
11/15/2024Y Intercept Hong Kong Ltd10,587$838K0.1%-8.7%0.019%
11/15/2024MML Investors Services LLC5,383$426K0.0%-20.6%0.010%
11/15/2024Main Management ETF Advisors LLC11,640$921K0.0%N/A0.021%
11/15/2024DF Dent & Co. Inc.69,964$5.54M0.1%-81.7%0.127%
11/15/2024Jane Street Group LLC36,906$2.92M0.0%-60.6%0.067%
11/15/2024Voya Financial Advisors Inc.4,646$374K0.0%-8.8%0.008%
11/15/2024Tensile Capital Management LP304,605$24.10M2.6%-27.2%0.551%
11/15/2024Stifel Financial Corp42,868$3.39M0.0%-2.6%0.078%
11/15/2024Quadrature Capital Ltd3,656$289K0.0%N/A0.007%
11/15/2024Quantinno Capital Management LP2,622$207K0.0%N/A0.005%
11/15/2024Ingalls & Snyder LLC70,353$5.57M0.2%-1.3%0.127%
11/15/2024Jacobs Levy Equity Management Inc.227,498$18M0.1%N/A0.412%
11/15/2024Janus Henderson Group PLC213,831$16.92M0.0%+839.8%0.387%
11/15/2024HighTower Advisors LLC22,778$1.81M0.0%-6.8%0.041%
11/15/2024Holocene Advisors LP34,791$2.75M0.0%-7.9%0.063%
11/15/2024Benjamin Edwards Inc.3,247$257K0.0%+238.6%0.006%
11/14/2024Verition Fund Management LLC20,461$1.62M0.0%+241.4%0.037%
11/14/2024Captrust Financial Advisors11,230$889K0.0%-9.6%0.020%
11/14/2024Icon Wealth Advisors LLC3,120$247K0.0%-31.8%0.006%
11/14/2024Capstone Investment Advisors LLC3,101$245K0.0%-28.6%0.006%
11/14/2024FORA Capital LLC6,059$479K0.1%N/A0.011%
11/13/2024Quantbot Technologies LP20,064$1.59M0.1%+431.1%0.036%
11/13/2024Advantage Alpha Capital Partners LP87,472$6.92M1.6%+13.9%0.158%
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11/13/2024Mirabella Financial Services LLP72,302$5.56M0.4%+515.4%0.131%
11/13/2024Loomis Sayles & Co. L P728,375$57.63M0.1%+13.5%1.319%
11/12/2024Swedbank AB100,000$7.91M0.0%-47.6%0.181%
11/12/2024Icon Wealth Advisors LLC1,608$127K0.0%-64.8%0.003%
11/12/2024Charles Schwab Investment Management Inc.423,782$33.53M0.0%+1.5%0.767%
11/12/2024Brown Capital Management LLC913,726$72.29M1.6%-10.6%1.654%
11/9/2024Landscape Capital Management L.L.C.5,895$466K0.0%-37.9%0.011%
11/9/2024Intech Investment Management LLC10,900$862K0.0%N/A0.020%
11/8/2024King Luther Capital Management Corp66,580$5.27M0.0%+3.2%0.121%
11/8/2024Connor Clark & Lunn Investment Management Ltd.92,451$7.32M0.0%+345.9%0.167%
11/7/2024Pathstone Holdings LLC16,958$1.34M0.0%-25.2%0.031%
11/7/2024Baron Wealth Management LLC2,737$217K0.1%-12.5%0.005%
11/7/2024Quest Partners LLC14,633$1.16M0.1%+441.6%0.026%
11/7/2024Swiss National Bank94,621$7.49M0.0%-0.4%0.171%
11/7/2024Thrivent Financial for Lutherans220,284$17.43M0.0%-60.6%0.399%
11/6/2024Mutual of America Capital Management LLC54,059$4.28M0.0%+138.8%0.098%
11/6/2024RIA Advisory Group LLC4,146$328K0.1%N/A0.008%
11/6/2024Cornercap Investment Counsel Inc.3,382$268K0.1%N/A0.006%
11/6/2024Impax Asset Management Group plc158,586$12.55M0.0%+16.5%0.287%
11/6/2024OneDigital Investment Advisors LLC40,107$3.17M0.0%-0.9%0.073%
11/6/2024Oppenheimer Asset Management Inc.77,911$6.16M0.1%-5.8%0.141%
11/5/2024Aigen Investment Management LP14,323$1.13M0.2%-2.8%0.026%
11/5/2024GSA Capital Partners LLP8,097$641K0.0%N/A0.015%
11/5/2024Entropy Technologies LP5,027$398K0.0%N/A0.009%
11/4/2024Versor Investments LP15,382$1.22M0.2%N/A0.028%
11/4/2024State of New Jersey Common Pension Fund D24,656$1.95M0.0%+2.8%0.045%
11/4/2024TimesSquare Capital Management LLC467,769$37.01M0.6%+4.3%0.847%
11/1/2024Atria Investments Inc4,567$361K0.0%-8.6%0.008%
10/31/2024Principal Financial Group Inc.4,691$371K0.0%-31.2%0.009%
10/30/2024Impax 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%
10/28/2024Conestoga Capital Advisors LLC1,024,709$81.08M1.1%-13.8%1.855%
10/28/2024US Bancorp DE23,431$1.85M0.0%+58.3%0.042%
10/25/2024abrdn plc261,757$20.71M0.0%-7.1%0.477%
10/23/2024Mirae Asset Global Investments Co. Ltd.10,086$812K0.0%-12.1%0.018%
10/23/2024Mount 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%
10/16/2024nVerses Capital LLC4,300$340K0.2%+34.4%0.008%
10/16/2024Vontobel Holding Ltd.16,094$1.27M0.0%-14.3%0.029%
10/15/2024Swedbank AB100,000$7.91M0.0%-47.6%0.182%
10/11/2024Creative Planning11,929$944K0.0%+73.5%0.022%
10/7/2024Azzad Asset Management Inc. ADV19,920$1.58M0.2%-8.5%0.036%
10/5/2024Handelsbanken 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%
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9/16/2024Point72 Asia Singapore Pte. Ltd.856$62K0.0%-67.4%0.002%
8/27/2024Clearbridge Investments LLC150,428$10.98M0.0%-59.6%0.274%
8/22/2024Cetera Investment Advisers19,660$1.44M0.0%+2.3%0.036%
8/16/2024Quarry LP453$33K0.0%+57.8%0.001%
8/16/2024Northwestern Mutual Wealth Management Co.2,478$181K0.0%+484.4%0.004%
8/16/2024Creative Planning6,876$502K0.0%+20.0%0.012%
8/16/2024Algert Global LLC4,870$355K0.0%N/A0.009%
8/15/2024Susquehanna Fundamental Investments LLC34,293$2.50M0.1%N/A0.063%
8/15/2024The Manufacturers Life Insurance Company29,846$2.18M0.0%+3.5%0.054%
8/15/2024AQR Capital Management LLC33,967$2.48M0.0%-8.7%0.062%
(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, 290 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($439.77M), FMR LLC ($186.60M), Riverbridge Partners LLC ($180.27M), Ameriprise Financial Inc. ($156.84M), 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 236 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), Nordea Investment Management AB ($543.75K), Loomis Sayles & Co. L P ($506.39K), Groupama Asset Managment ($500K), Champlain Investment Partners LLC ($492.95K), and AEGON ASSET MANAGEMENT UK Plc ($388.58K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 10,043,473 shares in the last 24 months. This purchase volume represents approximately $937.71M in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 157 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 ($674.52K), 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 52,970,550 shares in the last 24 months. This volume of shares sold represents approximately $5.29B in transactions.


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This page (NYSE:WK) was last updated on 1/20/2025 by MarketBeat.com Staff
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