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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
46
shares
|
$4,187
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
45
shares
|
$4,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
44
shares
|
$4,005
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
38
shares
|
$3,459
0.0% of portfolio
|
Q3 2025
Reduced 26.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
37
shares
|
$3,368
0.0% of portfolio
|
Q4 2024
Added 54.17%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
37
shares
|
$3,368
0.0% of portfolio
|
Q3 2025
Added 76.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
33
shares
|
$3,003
0.0% of portfolio
|
Q2 2025
Reduced 70.54%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
32
shares
|
$2,912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
29
shares
|
$2,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
28
shares
|
$2,548
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
28
shares
|
$2,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
26
shares
|
$2,366
0.0% of portfolio
|
Q3 2025
Reduced 39.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
26
shares
|
$2,366
0.0% of portfolio
|
Q3 2025
Reduced 39.53%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
23
shares
|
$2,093
0.0% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
23
shares
|
$2,093
0.0% of portfolio
|
Q2 2025
Added 91.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
20
shares
|
$1,820
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
14
shares
|
$1,274
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11
shares
|
$1,001
0.0% of portfolio
|
Q3 2025
Added 266.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
9
shares
|
$819
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
8
shares
|
$728
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7
shares
|
$637
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$546
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
5
shares
|
$455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
5
shares
|
$455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
4
shares
|
$364
0.0% of portfolio
|
Q3 2025
New holding
|
|