Workiva Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 5.73 M | $453.30 M | 7.47% | 10.31% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.07 M | $400.82 M | 100.00% | 9.11% |
| FMR LLC | 11/13/2024 | 3.78 M | $299.39 M | 6.16% | 6.81% |
| MACQUARIE GROUP LTD | 11/14/2024 | 2.09 M | $165.36 M | -0.89% | 3.76% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.95 M | $154.11 M | 9.88% | 3.50% |
| RIVERBRIDGE PARTNERS LLC | 10/15/2024 | 1.75 M | $138.64 M | -4.23% | 3.15% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.39 M | $110.07 M | -13.82% | 2.50% |
| STATE STREET CORP | 11/14/2024 | 1.19 M | $94.35 M | 0.09% | 2.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.14 M | $90.60 M | 3.16% | 2.06% |
| CONESTOGA CAPITAL ADVISORS, LLC | 10/28/2024 | 1.02 M | $81.07 M | -13.78% | 1.84% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.02 M | $81.00 M | -19.07% | 1.84% |
| BROWN CAPITAL MANAGEMENT LLC | 11/12/2024 | 913,726 | $72.29 M | -10.62% | 1.64% |
| MAIRS & POWER INC | 11/14/2024 | 835,086 | $66.07 M | 6.60% | 1.50% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 800,047 | $63.30 M | -2.27% | 1.44% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 728,375 | $57.63 M | 13.52% | 1.31% |
| BROWN ADVISORY INC | 11/13/2024 | 647,276 | $51.21 M | -36.58% | 1.16% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2024 | 618,509 | $48.94 M | -22.03% | 1.11% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 586,519 | $46.41 M | 37.46% | 1.06% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/04/2024 | 502,023 | $39.72 M | 89.84% | 0.90% |
| GROUPAMA ASSET MANAGMENT | 11/15/2024 | 500,000 | $381.12 M | 100.00% | 0.90% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/04/2024 | 467,769 | $37.01 M | 4.26% | 0.84% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 467,271 | $36.97 M | -10.16% | 0.84% |
| UBS GROUP AG | 11/14/2024 | 446,638 | $35.34 M | 3.53% | 0.80% |
| MORGAN STANLEY | 11/14/2024 | 446,525 | $35.33 M | 52.07% | 0.80% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 423,782 | $33.53 M | 1.54% | 0.76% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 399,605 | $31.62 M | 146.55% | 0.72% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 396,079 | $31.34 M | 4.83% | 0.71% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 390,555 | $30.90 M | 10.70% | 0.70% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 340,611 | $26.95 M | -12.12% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 304,808 | $24.12 M | -22.43% | 0.55% |
| TENSILE CAPITAL MANAGEMENT LP | 11/14/2024 | 304,605 | $24.10 M | -27.18% | 0.55% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 285,922 | $22.62 M | -8.90% | 0.51% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 270,181 | $21.38 M | 44.31% | 0.49% |
| ABRDN PLC | 10/25/2024 | 261,757 | $20.71 M | -7.06% | 0.47% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 227,498 | $18.00 M | 100.00% | 0.41% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 220,284 | $17.43 M | -60.57% | 0.40% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 213,831 | $16.92 M | 839.79% | 0.38% |
| SEI INVESTMENTS CO | 11/12/2024 | 209,328 | $16.56 M | -9.15% | 0.38% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 205,251 | $16.24 M | -19.57% | 0.37% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 190,847 | $15.10 M | -12.94% | 0.34% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 179,552 | $14.21 M | -54.58% | 0.32% |
| J. GOLDMAN & CO LP | 11/14/2024 | 179,280 | $14.18 M | -40.16% | 0.32% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 174,498 | $13.81 M | 92.40% | 0.31% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 169,808 | $13.44 M | 118.37% | 0.31% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 11/06/2024 | 158,586 | $12.55 M | 16.53% | 0.29% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 145,384 | $11.50 M | 435.48% | 0.26% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 139,686 | $11.05 M | -40.47% | 0.25% |
| MAN GROUP PLC | 11/14/2024 | 134,711 | $10.66 M | 130.43% | 0.24% |
| BARCLAYS PLC | 11/19/2024 | 126,901 | $10.04 M | 96.89% | 0.23% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 120,437 | $9.53 M | 509.28% | 0.22% |
Workiva Inc.institutional Ownership - FAQ's
During the previous two years, 387 institutional investors and hedge funds held shares of Workiva Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 5.73 M
BlackRock Funding, Inc. /DE: 5.07 M
FMR LLC: 3.78 M
MACQUARIE GROUP LTD: 2.09 M
T. Rowe Price Investment Management, Inc.: 1.95 M
RIVERBRIDGE PARTNERS LLC: 1.75 M
82.64% of Workiva Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 53.38 M shares in the last 24 months. This purchase volume represents approximately $5.81 B in transactions.