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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
365
shares
|
$33,225
0.0% of portfolio
|
Q3 2025
Reduced 35.63%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
310
shares
|
$28,219
0.01% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
282
shares
|
$25,670
0.01% of portfolio
|
Q1 2022
Reduced 5.37%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
250
shares
|
$22,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
240
shares
|
$21,847
0.0% of portfolio
|
Q3 2025
Added 1233.33%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
212
shares
|
$19,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
210
shares
|
$19,116
0.0% of portfolio
|
Q4 2025
Added 61.54%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
193
shares
|
$17,568
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
181
shares
|
$16,476
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
169
shares
|
$15,384
0.0% of portfolio
|
Q3 2023
Added 56.48%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
141
shares
|
$12,835
0.0% of portfolio
|
Q3 2025
Added 235.71%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$11,833
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
122
shares
|
$11,105
0.0% of portfolio
|
Q4 2025
Added 369.23%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
117
shares
|
$10,650
0.0% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
115
shares
|
$10,468
0.0% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
104
shares
|
$9,467
0.0% of portfolio
|
Q3 2025
Added 188.89%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
96
shares
|
$8,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
92
shares
|
$8,374
0.0% of portfolio
|
Q3 2025
Added 53.33%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
82
shares
|
$7,464
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
69
shares
|
$6,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
68
shares
|
$6,190
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
56
shares
|
$5,097
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$4,551
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
50
shares
|
$4,551
0.0% of portfolio
|
Q3 2025
Added 1150.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
47
shares
|
$4,278
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|