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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
64,794
shares
|
$5.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
64,369
shares
|
$5.86 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
58,310
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
57,566
shares
|
$5.24 Million
3.32% of portfolio
|
Q3 2025
Reduced 42.92%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
56,006
shares
|
$5.1 Million
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
54,207
shares
|
$4.93 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
53,122
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.13%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
52,954
shares
|
$4.82 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
52,797
shares
|
$4.81 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
52,656
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
52,063
shares
|
$4.74 Million
0.62% of portfolio
|
Q3 2025
Added 47.92%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
51,152
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Herald Investment Management LTD
|
Nov 07, 2025 Q3 2025 |
50,000
shares
|
$4.55 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
49,065
shares
|
$4.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
48,087
shares
|
$4.38 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
46,688
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
45,300
shares
|
$4.12 Million
0.01% of portfolio
|
Q2 2022
Reduced 18.69%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
43,983
shares
|
$4 Million
0.12% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
42,884
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,037
shares
|
$3.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
41,787
shares
|
$3.8 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
41,205
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
40,688
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
39,514
shares
|
$3.6 Million
0.26% of portfolio
|
Q3 2025
Added 146.64%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,230
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2025
Added 6.12%
|
|