Institutional Ownership Workiva Inc (WK)
This table provides information about the institutional ownership of Workiva Inc (WK). We have compiled data on the 350 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
176
shares
|
$11,660
0.0% of portfolio
|
Q1 2025
Added 282.61%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
169
shares
|
$11,196
0.0% of portfolio
|
Q3 2023
Added 56.48%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
130
shares
|
$8,612
0.01% of portfolio
|
Q1 2020
New holding
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
118
shares
|
$7,817
0.0% of portfolio
|
Q1 2025
Added 16.83%
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
117
shares
|
$7,751
0.0% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
103
shares
|
$6,823
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
99
shares
|
$6,558
0.0% of portfolio
|
Q1 2025
Added 39.44%
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
99
shares
|
$6,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
86
shares
|
$5,697
0.0% of portfolio
|
Q1 2025
Reduced 90.28%
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
71
shares
|
$4,703
0.0% of portfolio
|
Q1 2025
Added 491.67%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
68
shares
|
$4,505
0.01% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
65
shares
|
$4,306
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
62
shares
|
$4,107
0.0% of portfolio
|
Q1 2025
Added 3000.0%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
56
shares
|
$3,710
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
51
shares
|
$3,378
0.0% of portfolio
|
Q1 2025
Added 21.43%
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
50
shares
|
$3,312
0.0% of portfolio
|
Q4 2022
New holding
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
46
shares
|
$3,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
44
shares
|
$2,915
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44
shares
|
$2,915
0.0% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
44
shares
|
$2,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
43
shares
|
$2,848
0.0% of portfolio
|
Q1 2024
Reduced 74.56%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
37
shares
|
$2,451
0.0% of portfolio
|
Q4 2024
Added 54.17%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
35
shares
|
$2,318
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
32
shares
|
$2,120
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
32
shares
|
$2,120
0.0% of portfolio
|
Q4 2024
New holding
|