Recent Quarter Total Invested
$3.41 B
Recent Quarter Institutional Ownership Percentage
85.19%
Total Invested of Last Quarter
$3.99 B
Ownership Percentage of Last Quarter
86.92%
Workiva Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 5.33 M | $389.09 M | 2.79% | 9.71% |
| BLACKROCK INC. | 08/13/2024 | 4.24 M | $309.48 M | 2.78% | 7.72% |
| FMR LLC | 08/13/2024 | 3.56 M | $260.18 M | 7.14% | 6.49% |
| MACQUARIE GROUP LTD | 08/09/2024 | 2.11 M | $153.92 M | 3.26% | 3.84% |
| RIVERBRIDGE PARTNERS LLC | 07/17/2024 | 1.83 M | $133.55 M | -6.05% | 3.33% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 1.77 M | $129.38 M | 4.09% | 3.23% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.61 M | $117.83 M | -2.11% | 2.94% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 1.26 M | $92.33 M | -14.61% | 2.30% |
| STATE STREET CORP | 08/14/2024 | 1.19 M | $86.96 M | -0.03% | 2.17% |
| CONESTOGA CAPITAL ADVISORS, LLC | 07/26/2024 | 1.19 M | $86.74 M | 2.79% | 2.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.11 M | $81.02 M | 5.60% | 2.02% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 08/14/2024 | 1.10 M | $80.35 M | -17.86% | 2.00% |
| BROWN CAPITAL MANAGEMENT LLC | 08/12/2024 | 1.02 M | $74.62 M | -3.07% | 1.86% |
| BROWN ADVISORY INC | 08/14/2024 | 1.02 M | $74.50 M | -6.39% | 1.86% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 818,642 | $59.75 M | 6.84% | 1.49% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/12/2024 | 793,289 | $57.90 M | -31.95% | 1.44% |
| MAIRS & POWER INC | 08/14/2024 | 783,410 | $57.18 M | 3.46% | 1.43% |
| LOOMIS SAYLES & CO L P | 08/13/2024 | 641,629 | $46.83 M | -6.62% | 1.17% |
| NORTHERN TRUST CORP | 08/14/2024 | 571,644 | $41.72 M | -3.08% | 1.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 558,618 | $40.77 M | -1.09% | 1.02% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 520,100 | $37.96 M | -14.86% | 0.95% |
| NORGES BANK | 08/14/2024 | 457,981 | $33.43 M | 100.00% | 0.83% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 08/08/2024 | 448,674 | $32.75 M | 13.01% | 0.82% |
| UBS GROUP AG | 08/14/2024 | 431,392 | $31.49 M | 5.02% | 0.79% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 426,672 | $31.14 M | 6.23% | 0.78% |
| TENSILE CAPITAL MANAGEMENT LP | 08/14/2024 | 418,321 | $30.53 M | 422.90% | 0.76% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 417,360 | $30.46 M | 3.35% | 0.76% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 395,301 | $28.85 M | 1.12% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 392,951 | $28.68 M | 14.32% | 0.72% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 387,571 | $28.29 M | -10.08% | 0.71% |
| DF DENT & CO INC | 08/14/2024 | 382,697 | $27.93 M | -41.67% | 0.70% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/08/2024 | 377,832 | $27.58 M | 8.32% | 0.69% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 363,492 | $26.53 M | -1.64% | 0.66% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 352,799 | $25.75 M | 2.10% | 0.64% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 313,866 | $22.91 M | -12.70% | 0.57% |
| J. GOLDMAN & CO LP | 08/14/2024 | 299,615 | $21.87 M | 100.00% | 0.55% |
| MORGAN STANLEY | 10/17/2024 | 293,624 | $21.43 M | 0.81% | 0.53% |
| ABRDN PLC | 08/09/2024 | 281,654 | $20.56 M | -28.74% | 0.51% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 264,449 | $19.30 M | -1.27% | 0.48% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 255,182 | $18.63 M | 100.00% | 0.46% |
| BESSEMER GROUP INC | 08/13/2024 | 241,435 | $17.62 M | 15.14% | 0.44% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 234,661 | $17.13 M | -39.06% | 0.43% |
| SEI INVESTMENTS CO | 08/13/2024 | 230,398 | $16.82 M | -6.10% | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 219,218 | $16.00 M | -6.86% | 0.40% |
| SWEDBANK AB | 07/11/2024 | 190,800 | $13.93 M | 0.00% | 0.35% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 187,221 | $13.67 M | 91.94% | 0.34% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 162,079 | $11.83 M | 13.96% | 0.30% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 156,117 | $11.39 M | 145.47% | 0.28% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/27/2024 | 150,428 | $10.98 M | -59.58% | 0.27% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 08/05/2024 | 136,086 | $9.93 M | 0.00% | 0.25% |
Workiva Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WK shares?
During the previous two years, 306 institutional investors and hedge funds held shares of Workiva Inc.. The most heavily invested institutionals were:
Washington Trust Advisors, Inc.: 0
TFC Financial Management, Inc.: 0
INNEALTA CAPITAL, LLC: 0
Spire Wealth Management: 0
Crossmark Global Holdings, Inc.: 0
Stephens Consulting, LLC: 0
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What percentage of Workiva Inc. stock is owned by institutional investors?
85.19% of Workiva Inc. stock is owned by institutional investors.
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How much institutional buying is happening at WK ?
Institutional investors have bought a total of 45.23 M shares in the last 24 months. This purchase volume represents approximately $4.14 B in transactions.