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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,482
shares
|
$407,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,477
shares
|
$407,541
0.0% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Nov 10, 2025 Q3 2025 |
4,456
shares
|
$405,629
0.16% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,389
shares
|
$399,530
0.0% of portfolio
|
Q3 2025
Added 33.69%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,213
shares
|
$383,509
0.0% of portfolio
|
Q3 2025
Reduced 31.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,201
shares
|
$382,417
0.01% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
4,067
shares
|
$370,219
0.03% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,952
shares
|
$359,750
0.0% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,952
shares
|
$359,750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
3,951
shares
|
$359,659
0.02% of portfolio
|
Q3 2025
Reduced 46.22%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
3,947
shares
|
$359,295
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
3,940
shares
|
$358,658
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,850
shares
|
$350,465
0.0% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,819
shares
|
$347,643
0.0% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,777
shares
|
$343,820
0.0% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
3,758
shares
|
$342,090
0.03% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
3,619
shares
|
$329,437
0.02% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
3,607
shares
|
$328,345
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
3,540
shares
|
$322,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
3,538
shares
|
$322,064
0.08% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,447
shares
|
$313,780
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
3,319
shares
|
$302,128
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
3,282
shares
|
$298,760
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
3,268
shares
|
$297,486
0.03% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
3,114
shares
|
$283,467
0.03% of portfolio
|
Q3 2025
New holding
|
|