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 |
|---|---|---|---|---|---|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
21,592
shares
|
$1.82 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
G2 Investment Partners Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,002
shares
|
$1.77 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,804
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 74.4%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
20,163
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 35.84%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
19,916
shares
|
$1.68 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
19,397
shares
|
$1.64 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
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 76.62%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
19,225
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,209
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
17,746
shares
|
$1.5 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
17,478
shares
|
$1.48 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
17,431
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
17,072
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
16,999
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
16,117
shares
|
$1.36 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
|
$1.31 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
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 86.86%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,090
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
14,882
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2024
Reduced 45.48%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
14,584
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
14,534
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,304
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
14,248
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
14,170
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
13,900
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.33%
|