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Workiva (WK) Institutional Ownership

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$84.80
-0.30 (-0.35%)
(As of 05/17/2024 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)
146
Total
Institutional Inflows
(last 12 months)
$530.97M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$4.82B
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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
5/17/2024 iA Global Asset Management Inc.7,159$607K0.0%+12.5%0.013%
5/17/2024 Comerica Bank87,999$7.46M0.0%+23.8%0.160%
5/17/2024 Motley Fool Asset Management LLC3,404$289K0.0%N/A0.006%
5/16/2024 California State Teachers Retirement System47,886$4.06M0.0%-4.9%0.087%
5/16/2024 Vancity Investment Management Ltd13,428$1.14M0.1%+47.4%0.024%
5/16/2024 Dynasty Wealth Management LLC2,670$226K0.0%N/A0.005%
5/15/2024 Price T Rowe Associates Inc. MD390,939$33.15M0.0%-2.8%0.713%
5/15/2024 Brown Capital Management LLC1,054,680$89.44M1.6%-17.1%1.924%
5/15/2024 Lazard Asset Management LLC2,283$193K0.0%-13.5%0.004%
5/14/2024 Advisors Asset Management Inc.1,209$103K0.0%-27.6%0.002%
5/14/2024 EntryPoint Capital LLC475$40K0.0%N/A0.001%
5/14/2024 CANADA LIFE ASSURANCE Co76,702$6.50M0.0%+15.7%0.140%
5/14/2024 American International Group Inc.24,516$2.08M0.0%-0.9%0.045%
5/13/2024 Bessemer Group Inc.209,692$17.78M0.0%+10.0%0.382%
5/13/2024 Clearbridge Investments LLC372,185$31.56M0.0%-2.8%0.679%
5/13/2024 Champlain Investment Partners LLC1,340,114$113.64M0.7%+58.2%2.444%
5/10/2024 Vanguard Group Inc.5,185,929$439.77M0.0%+3.6%9.475%
5/9/2024 Dorsey & Whitney Trust CO LLC24,443$2.07M0.1%-1.1%0.045%
5/9/2024 Blair William & Co. IL2,992$254K0.0%-9.4%0.005%
5/9/2024 State Board of Administration of Florida Retirement System15,260$1.29M0.0%+9.2%0.028%
5/8/2024 William Blair Investment Management LLC348,827$29.58M0.1%+6.1%0.637%
5/8/2024 Motley Fool Asset Management LLC3,404$289K0.0%N/A0.006%
5/8/2024 ProShare Advisors LLC9,566$811K0.0%+10.2%0.017%
5/8/2024 US Bancorp DE19,254$1.63M0.0%-18.6%0.035%
5/8/2024 Russell 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%
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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%
3/25/2024 Quadrature Capital Ltd9,304$944K0.0%-57.6%0.017%
3/22/2024 PNC Financial Services Group Inc.19,992$2.03M0.0%+42.1%0.037%
3/11/2024 Vanguard Group Inc.5,004,409$508.10M0.0%+1.0%9.144%
3/5/2024 Wellington Management Group LLP156,745$15.91M0.0%-23.3%0.286%
3/1/2024 Goldman Sachs Group Inc.226,488$23.00M0.0%+8.1%0.419%
2/28/2024 American International Group Inc.24,727$2.51M0.0%+1.2%0.046%
2/26/2024Virtu Financial LLC7,454$757K0.1%N/A0.014%
2/20/2024 Vancity Investment Management Ltd9,112$925K0.1%+13.9%0.017%
2/15/2024 Occudo Quantitative Strategies LP48,063$4.88M0.7%N/A0.089%
2/15/2024 Granahan Investment Management LLC419,090$42.55M1.4%-3.8%0.775%
2/15/2024 Brown Capital Management LLC1,271,707$129.12M1.9%+22.6%2.353%
2/14/2024 Mairs & Power Inc.768,573$78.03M0.8%-3.1%1.422%
2/14/2024 Icon Wealth Advisors LLC6,149$624K0.1%N/A0.011%
2/14/2024 Harvest Management LLC4,200$426K0.4%+740.0%0.008%
2/14/2024 Ranger Investment Management L.P.394,686$40.07M2.4%+0.5%0.730%
2/14/2024 Quadrature Capital Ltd9,304$944K0.0%-57.6%0.017%
2/14/2024 CenterBook Partners LP3,942$400K0.0%+11.9%0.007%
2/13/2024 First Trust Advisors LP626,803$63.64M0.1%+8.2%1.160%
2/13/2024 Campbell & CO Investment Adviser LLC4,398$447K0.0%N/A0.008%
2/12/2024 Crestline Management LP37,358$3.79M0.3%N/A0.069%
2/12/2024 Dorsey & 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%
2/12/2024 Stifel Financial Corp48,719$4.95M0.0%-1.7%0.090%
2/12/2024 Artisan Partners Limited Partnership1,275,009$129.45M0.2%+4.2%2.359%
2/9/2024 US Bancorp DE23,645$2.40M0.0%-11.1%0.044%
2/9/2024 Affinity Investment Advisors LLC4,096$416K0.3%-40.9%0.008%
2/9/2024 King Luther Capital Management Corp66,447$6.75M0.0%-4.2%0.123%
2/9/2024 Aigen Investment Management LP8,260$839K0.1%N/A0.015%
2/9/2024 Trexquant Investment LP42,170$4.28M0.1%-30.3%0.078%
2/9/2024 Clearbridge Investments LLC383,061$38.89M0.0%-1.4%0.709%
2/9/2024 Hillsdale Investment Management Inc.32,850$3.34M0.3%-10.1%0.061%
2/9/2024 UBS Group AG341,252$34.65M0.0%+12.8%0.631%
2/9/2024 PNC Financial Services Group Inc.19,992$2.03M0.0%+42.1%0.037%
2/9/2024 Dynamic Technology Lab Private Ltd14,559$1.48M0.2%-5.4%0.027%
2/9/2024 Norges Bank561,657$57.03M0.0%N/A1.039%
2/8/2024 Brown Advisory Inc.1,093,530$111.03M0.2%-0.4%2.023%
2/8/2024 Vanguard Personalized Indexing Management LLC3,396$345K0.0%-10.9%0.006%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,800$168K0.0%+7.9%0.003%
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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%
2/7/2024 Jump 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%
2/7/2024 Versor Investments LP6,946$705K0.1%N/A0.013%
2/7/2024 TimesSquare Capital Management LLC418,635$42.50M0.6%+5.1%0.775%
2/6/2024 Picton Mahoney Asset Management24,515$2.49M0.1%+3.6%0.045%
2/6/2024 Charles 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%
(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, 267 institutional investors and hedge funds held shares of Workiva. The most heavily invested institutionals were Vanguard Group Inc. ($439.77M), FMR LLC ($186.60M), Riverbridge Partners LLC ($165.16M), Ameriprise Financial Inc. ($156.84M), Artisan Partners Limited Partnership ($129.45M), Invesco Ltd. ($119.28M), and Champlain Investment Partners LLC ($113.64M).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 233 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), Champlain Investment Partners LLC ($492.95K), Loomis Sayles & Co. L P ($419.64K), AEGON ASSET MANAGEMENT UK Plc ($410.47K), and Conestoga Capital Advisors LLC ($310.06K).

How much institutional buying is happening at Workiva?

Institutional investors have bought a total of 10,028,653 shares in the last 24 months. This purchase volume represents approximately $902.47M in transactions.

Which Workiva major shareholders have been selling company stock?

Of the 149 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 ($2.14M), 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 57,121,600 shares in the last 24 months. This volume of shares sold represents approximately $5.68B in transactions.


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This page (NYSE:WK) was last updated on 5/18/2024 by MarketBeat.com Staff

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