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 |
|---|---|---|---|---|---|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
6,310
shares
|
$574,399
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,295
shares
|
$573,033
0.0% of portfolio
|
Q3 2025
Added 90.93%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
6,274
shares
|
$571,122
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
6,263
shares
|
$570,120
0.01% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
6,196
shares
|
$564,021
0.0% of portfolio
|
Q2 2025
Reduced 45.37%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
6,085
shares
|
$553,917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,715
shares
|
$520,236
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,712
shares
|
$519,963
0.0% of portfolio
|
Q2 2023
Added 4.27%
|
|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
5,686
shares
|
$517,596
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,439
shares
|
$495,112
0.01% of portfolio
|
Q3 2025
Added 16896.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,398
shares
|
$491,379
0.01% of portfolio
|
Q3 2025
Added 70.5%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
5,344
shares
|
$486,464
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,214
shares
|
$474,630
0.0% of portfolio
|
Q3 2025
Reduced 23.75%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
5,210
shares
|
$474,266
0.14% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,150
shares
|
$468,804
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,117
shares
|
$465,800
0.01% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
5,003
shares
|
$455,423
0.0% of portfolio
|
Q3 2023
Reduced 93.77%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
5,000
shares
|
$455,150
0.13% of portfolio
|
Q1 2023
Reduced 16.67%
|
|
|
Assenagon Asset Management S.A.
|
Oct 07, 2025 Q3 2025 |
4,916
shares
|
$447,503
0.0% of portfolio
|
Q3 2025
Reduced 96.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,776
shares
|
$434,759
0.0% of portfolio
|
Q3 2025
Added 40.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,763
shares
|
$433,575
0.01% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,743
shares
|
$431,755
0.0% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
4,716
shares
|
$429,297
0.0% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,579
shares
|
$416,826
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
4,522
shares
|
$411,637
0.08% of portfolio
|
Q3 2025
Added 0.4%
|
|