Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 48.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
1,553
shares
|
$141,369
0.02% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,518
shares
|
$138,183
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,425
shares
|
$129,717
0.0% of portfolio
|
Q2 2025
Reduced 39.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,276
shares
|
$116,154
0.01% of portfolio
|
Q3 2025
Added 52.63%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,152
shares
|
$104,866
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,020
shares
|
$92,850
0.01% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,000
shares
|
$91,030
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
969
shares
|
$88,208
0.02% of portfolio
|
Q2 2025
Added 35.15%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
866
shares
|
$78,831
0.0% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
728
shares
|
$66,269
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
703
shares
|
$63,994
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
653
shares
|
$59,442
0.0% of portfolio
|
Q3 2025
Added 36.04%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
636
shares
|
$57,895
0.0% of portfolio
|
Q4 2025
Added 121.6%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
624
shares
|
$56,802
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
617
shares
|
$56,165
0.01% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
582
shares
|
$52,979
0.0% of portfolio
|
Q3 2025
Reduced 90.63%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
547
shares
|
$49,793
0.0% of portfolio
|
Q3 2025
Reduced 64.39%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
529
shares
|
$48,154
0.0% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
509
shares
|
$46,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
504
shares
|
$45,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
500
shares
|
$45,515
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
497
shares
|
$45,241
0.0% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
412
shares
|
$37,504
0.0% of portfolio
|
Q3 2025
Added 82.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
403
shares
|
$36,685
0.0% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
391
shares
|
$35,592
0.0% of portfolio
|
Q3 2025
Added 217.89%
|
|