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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,507
shares
|
$380,526
0.05% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
4,331
shares
|
$365,666
0.05% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
4,320
shares
|
$364,737
0.09% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
4,315
shares
|
$364,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,246
shares
|
$358,489
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
4,124
shares
|
$348,189
0.01% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
4,043
shares
|
$341,350
0.15% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
3,940
shares
|
$332,654
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
3,756
shares
|
$317,119
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
3,749
shares
|
$316,528
0.0% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,746
shares
|
$316,274
0.0% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,679
shares
|
$310,617
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,654
shares
|
$308,507
0.03% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
3,609
shares
|
$304,707
0.0% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,607
shares
|
$304,539
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
3,528
shares
|
$297,869
0.03% of portfolio
|
Q4 2024
Reduced 49.48%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
3,463
shares
|
$292,381
0.03% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
3,451
shares
|
$291,367
0.04% of portfolio
|
Q4 2024
Reduced 95.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,447
shares
|
$291,030
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
3,427
shares
|
$289,341
0.04% of portfolio
|
Q4 2024
Reduced 31.83%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
3,382
shares
|
$285,542
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,342
shares
|
$282,165
0.0% of portfolio
|
Q4 2024
Added 27.46%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
3,307
shares
|
$279,210
0.01% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
3,282
shares
|
$277,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
3,100
shares
|
$261,733
0.0% of portfolio
|
Q2 2024
Reduced 11.43%
|