Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 340 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
497
shares
|
$41,961
0.0% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
341
shares
|
$28,790
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
282
shares
|
$23,809
0.01% of portfolio
|
Q1 2022
Reduced 5.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
271
shares
|
$22,880
0.0% of portfolio
|
Q4 2024
Reduced 76.9%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
250
shares
|
$21,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
247
shares
|
$20,854
0.0% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
229
shares
|
$19,334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
181
shares
|
$15,281
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
171
shares
|
$14,437
0.0% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
169
shares
|
$14,268
0.0% of portfolio
|
Q3 2023
Added 56.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
153
shares
|
$12,917
0.0% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
146
shares
|
$12,326
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$10,975
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
123
shares
|
$10,384
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
118
shares
|
$9,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
103
shares
|
$8,696
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
101
shares
|
$8,527
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
95
shares
|
$8,020
0.01% of portfolio
|
Q4 2024
Reduced 40.25%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
89
shares
|
$7,514
0.0% of portfolio
|
Q4 2024
Added 74.51%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
71
shares
|
$5,994
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
68
shares
|
$5,741
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
61
shares
|
$5,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
55
shares
|
$4,643
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
51
shares
|
$4,305
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
51
shares
|
$4,305
0.0% of portfolio
|
Q4 2024
Reduced 16.39%
|