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 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 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 |
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
24,337
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
23,280
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
22,231
shares
|
$1.47 Million
0.49% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Aequim Alternative Investments LP
Mill Valley, CA |
Feb 14, 2025 Q4 2024 |
22,200
shares
|
$1.47 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
21,761
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,157
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
21,103
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.68%
|
|
|
G2 Investment Partners Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,002
shares
|
$1.39 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,804
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 74.4%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
19,885
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,596
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
19,397
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.06%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
19,252
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 76.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,153
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
17,478
shares
|
$1.16 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
17,431
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
17,072
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
16,640
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
16,394
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
16,117
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,573
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 10282.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,511
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 86.86%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,090
shares
|
$999,712
0.0% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
14,882
shares
|
$985,932
0.14% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,304
shares
|
$947,640
0.0% of portfolio
|
Q4 2024
Added 0.15%
|