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 |
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
7,506
shares
|
$497,272
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,925
shares
|
$458,781
0.08% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,914
shares
|
$458,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
6,898
shares
|
$456,992
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
6,800
shares
|
$450,500
0.01% of portfolio
|
Q3 2023
Reduced 2.86%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,764
shares
|
$448,115
0.0% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
6,664
shares
|
$441,490
0.31% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,527
shares
|
$432,413
0.0% of portfolio
|
Q3 2023
Added 2.3%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
6,387
shares
|
$423,138
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,383
shares
|
$422,873
0.0% of portfolio
|
Q4 2024
Reduced 82.7%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
6,343
shares
|
$420,223
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
6,191
shares
|
$410,153
0.14% of portfolio
|
Q4 2024
Added 50.05%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
5,972
shares
|
$395,645
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
5,828
shares
|
$386,105
0.25% of portfolio
|
Q4 2024
Added 22.23%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,712
shares
|
$378,420
0.0% of portfolio
|
Q2 2023
Added 4.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,622
shares
|
$372,457
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,460
shares
|
$361,725
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,203
shares
|
$344,698
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,184
shares
|
$343,440
0.0% of portfolio
|
Q1 2025
Added 55.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,154
shares
|
$341,452
0.01% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,134
shares
|
$340,127
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
5,041
shares
|
$333,966
0.05% of portfolio
|
Q1 2025
Added 144.23%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
5,003
shares
|
$331,448
0.0% of portfolio
|
Q3 2023
Reduced 93.77%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,000
shares
|
$331,250
0.13% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,742
shares
|
$314,157
0.0% of portfolio
|
Q4 2024
Reduced 57.77%
|