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Workiva (WK) Institutional Ownership

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$80.15
-1.91 (-2.33%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Workiva (NYSE:WK)

Current
Institutional Ownership
Percentage
92.21%
Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$546.61M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$4.93B
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WK Institutional Buying and Selling by Quarter

Workiva Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024William Blair Investment Management LLC348,827$29.58M0.1%+6.1%0.637%
5/8/2024Motley Fool Asset Management LLC3,404$289K0.0%N/A0.006%
5/8/2024ProShare Advisors LLC9,566$811K0.0%+10.2%0.017%
5/8/2024US Bancorp DE19,254$1.63M0.0%-18.6%0.035%
5/8/2024Russell Investments Group Ltd.71,256$6.04M0.0%-25.3%0.130%
5/7/2024 Sei Investments Co.245,368$20.81M0.0%-4.1%0.448%
5/7/2024 Swiss National Bank94,121$7.98M0.0%+1.0%0.172%
5/7/2024 TimesSquare Capital Management LLC397,032$33.67M0.5%-5.2%0.725%
5/7/2024 Oppenheimer Asset Management Inc.79,637$6.75M0.1%-6.0%0.146%
5/7/2024 SG Americas Securities LLC14,935$1.27M0.0%+1,318.3%0.027%
5/6/2024 Envestnet Portfolio Solutions Inc.8,978$761K0.0%-2.3%0.016%
5/3/2024 RIA Advisory Group LLC4,761$404K0.2%N/A0.009%
5/3/2024 RiverPark Advisors LLC1,140$97K0.1%+361.5%0.002%
5/2/2024 Mutual of America Capital Management LLC23,619$2.00M0.0%-7.5%0.043%
5/2/2024 FORA Capital LLC5,478$465K0.0%+17.1%0.010%
5/2/2024 Hardy Reed LLC3,425$290K0.0%+6.7%0.006%
5/2/2024 Fidelis Capital Partners LLC532$45K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC19,935$1.69M0.0%+4.3%0.036%
5/1/2024 Mirae Asset Global Investments Co. Ltd.349,789$29.66M0.1%+29.9%0.639%
4/30/2024Commonwealth Equity Services LLC6,888$584K0.0%-35.9%0.013%
4/29/2024 Principal Financial Group Inc.6,686$567K0.0%+16.6%0.012%
4/26/2024 Conestoga Capital Advisors LLC1,156,215$98.05M1.4%+21.4%2.113%
4/26/2024 Riverbridge Partners LLC1,947,638$165.16M2.0%-2.9%3.559%
4/26/2024 Legacy Bridge LLC19,164$1.63M1.0%-5.4%0.035%
4/24/2024 Assenagon Asset Management S.A.16,707$1.42M0.0%-1.3%0.031%
4/23/2024 Bell Bank7,990$678K0.1%-12.6%0.015%
4/23/2024 Fifth Third Bancorp1,692$143K0.0%+9.0%0.003%
4/18/2024 Allspring Global Investments Holdings LLC110,445$9.37M0.0%-29.8%0.202%
4/18/2024 Diversified Trust Co11,410$968K0.0%+98.0%0.021%
4/11/2024 Orser Capital Management LLC58,878$4.99M4.9%+1.1%0.108%
4/9/2024 Foster Group Inc.4,073$345K0.0%-6.8%0.007%
4/4/2024 Moody National Bank Trust Division19,734$1.67M0.1%+13.4%0.036%
3/25/2024Quadrature Capital Ltd9,304$944K0.0%-57.6%0.017%
3/22/2024PNC Financial Services Group Inc.19,992$2.03M0.0%+42.1%0.037%
3/11/2024Vanguard Group Inc.5,004,409$508.10M0.0%+1.0%9.144%
3/5/2024Wellington Management Group LLP156,745$15.91M0.0%-23.3%0.286%
3/1/2024Goldman Sachs Group Inc.226,488$23.00M0.0%+8.1%0.419%
2/28/2024American International Group Inc.24,727$2.51M0.0%+1.2%0.046%
2/26/2024Virtu Financial LLC7,454$757K0.1%N/A0.014%
2/20/2024Vancity Investment Management Ltd9,112$925K0.1%+13.9%0.017%
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2/15/2024Occudo Quantitative Strategies LP48,063$4.88M0.7%N/A0.089%
2/15/2024Granahan Investment Management LLC419,090$42.55M1.4%-3.8%0.775%
2/15/2024Brown Capital Management LLC1,271,707$129.12M1.9%+22.6%2.353%
2/14/2024Mairs & Power Inc.768,573$78.03M0.8%-3.1%1.422%
2/14/2024Icon Wealth Advisors LLC6,149$624K0.1%N/A0.011%
2/14/2024Harvest Management LLC4,200$426K0.4%+740.0%0.008%
2/14/2024Ranger Investment Management L.P.394,686$40.07M2.4%+0.5%0.730%
2/14/2024Quadrature Capital Ltd9,304$944K0.0%-57.6%0.017%
2/14/2024CenterBook Partners LP3,942$400K0.0%+11.9%0.007%
2/13/2024First Trust Advisors LP626,803$63.64M0.1%+8.2%1.160%
2/13/2024Campbell & CO Investment Adviser LLC4,398$447K0.0%N/A0.008%
2/12/2024Crestline Management LP37,358$3.79M0.3%N/A0.069%
2/12/2024Dorsey & Whitney Trust CO LLC24,726$2.51M0.2%-1.9%0.046%
2/12/2024 Capstone Investment Advisors LLC5,119$520K0.0%+42.2%0.009%
2/12/2024Stifel Financial Corp48,719$4.95M0.0%-1.7%0.090%
2/12/2024Artisan Partners Limited Partnership1,275,009$129.45M0.2%+4.2%2.359%
2/9/2024US Bancorp DE23,645$2.40M0.0%-11.1%0.044%
2/9/2024 Affinity Investment Advisors LLC4,096$416K0.3%-40.9%0.008%
2/9/2024King Luther Capital Management Corp66,447$6.75M0.0%-4.2%0.123%
2/9/2024Aigen Investment Management LP8,260$839K0.1%N/A0.015%
2/9/2024Trexquant Investment LP42,170$4.28M0.1%-30.3%0.078%
2/9/2024Clearbridge Investments LLC383,061$38.89M0.0%-1.4%0.709%
2/9/2024Hillsdale Investment Management Inc.32,850$3.34M0.3%-10.1%0.061%
2/9/2024UBS Group AG341,252$34.65M0.0%+12.8%0.631%
2/9/2024PNC Financial Services Group Inc.19,992$2.03M0.0%+42.1%0.037%
2/9/2024Dynamic Technology Lab Private Ltd14,559$1.48M0.2%-5.4%0.027%
2/9/2024Norges Bank561,657$57.03M0.0%N/A1.039%
2/8/2024 Brown Advisory Inc.1,093,530$111.03M0.2%-0.4%2.023%
2/8/2024Vanguard Personalized Indexing Management LLC3,396$345K0.0%-10.9%0.006%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.1,800$168K0.0%+7.9%0.003%
2/7/2024 Principal Financial Group Inc.5,735$582K0.0%+12.2%0.011%
2/7/2024 Envestnet Portfolio Solutions Inc.9,189$933K0.0%-3.6%0.017%
2/7/2024Jump Financial LLC27,743$2.82M0.1%+307.3%0.051%
2/7/2024 BNP Paribas Financial Markets46,105$4.68M0.0%-7.8%0.085%
2/7/2024 Teacher Retirement System of Texas5,570$566K0.0%+9.5%0.010%
2/7/2024Versor Investments LP6,946$705K0.1%N/A0.013%
2/7/2024 TimesSquare Capital Management LLC418,635$42.50M0.6%+5.1%0.775%
2/6/2024Picton Mahoney Asset Management24,515$2.49M0.1%+3.6%0.045%
2/6/2024Charles Schwab Investment Management Inc.416,805$42.32M0.0%-0.1%0.771%
2/6/2024 Benjamin F. Edwards & Company Inc.2,101$213K0.0%N/A0.004%
2/6/2024 Amalgamated Bank7,137$725K0.0%-4.3%0.013%
2/6/2024 Summit Global Investments2,903$295K0.0%+21.0%0.005%
2/6/2024 Natixis Advisors L.P.183,706$18.65M0.0%+6.1%0.340%
2/6/2024 Swiss National Bank93,221$9.47M0.0%-14.4%0.172%
2/5/2024 Victory Capital Management Inc.6,458$656K0.0%+24.2%0.012%
2/5/2024AtonRa Partners2,618$266K0.5%-13.3%0.005%
2/5/2024Russell Investments Group Ltd.95,355$9.68M0.0%-16.5%0.176%
2/2/2024 Semanteon Capital Management LP9,812$996K0.7%N/A0.018%
2/1/2024 Parkside Financial Bank & Trust2,416$245K0.0%+6.4%0.004%
2/1/2024 New York State Common Retirement Fund442,684$44.95M0.1%+11.4%0.819%
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2/1/2024 California Public Employees Retirement System88,873$9.02M0.0%-1.9%0.164%
2/1/2024Handelsbanken Fonder AB8,000$812K0.0%+15.9%0.015%
2/1/2024 CWM LLC6,043$614K0.0%-15.9%0.011%
2/1/2024 Signaturefd LLC835$85K0.0%-12.9%0.002%
1/31/2024abrdn plc404,788$41.10M0.1%+1.0%0.749%
1/31/2024Knights of Columbus Asset Advisors LLC43,428$4.41M0.3%+108.0%0.080%
1/31/2024Xponance Inc.3,019$307K0.0%-21.4%0.006%
1/31/2024Federated Hermes Inc.109,545$11.12M0.0%-10.9%0.203%
1/31/2024 Steph & Co.2,069$210K0.1%-6.5%0.004%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank10,195$1.04M0.0%+2.6%0.019%
(Data available from 1/1/2016 forward)

WK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WK shares?

During the previous two years, 272 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($508.10M), FMR LLC ($186.60M), Riverbridge Partners LLC ($165.16M), Ameriprise Financial Inc. ($156.84M), Artisan Partners Limited Partnership ($129.45M), Brown Capital Management LLC ($129.12M), and Invesco Ltd. ($119.28M).Learn more on WK's institutional investors.

What percentage of Workiva stock is owned by institutional investors?

92.21% of Workiva stock is owned by institutional investors. Learn more on WK's institutional investor holdings.

Which institutional investors have been buying Workiva stock?

Of the 238 institutional investors that purchased Workiva stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Capital Management LLC ($953.93K), Riverbridge Partners LLC ($671.90K), Norges Bank ($561.66K), Loomis Sayles & Co. L P ($419.64K), AEGON ASSET MANAGEMENT UK Plc ($410.47K), Conestoga Capital Advisors LLC ($310.06K), and JPMorgan Chase & Co. ($281.61K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 9,970,633 shares in the last 24 months. This purchase volume represents approximately $919.99M in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 150 institutional investors that sold Workiva stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($24.85M), FMR LLC ($17.75M), Price T Rowe Associates Inc. MD ($2.13M), Invesco Ltd. ($2.10M), Bank of America Corp DE ($1.98M), Brown Advisory Inc. ($1.07M), and Allspring Global Investments Holdings LLC ($770.50K).

How much institutional selling is happening at Workiva?

Institutional investors have sold a total of 58,117,498 shares in the last 24 months. This volume of shares sold represents approximately $5.80B in transactions.


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This page (NYSE:WK) was last updated on 5/9/2024 by MarketBeat.com Staff

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