Workiva Inc (WK) Ownership

98.21 ↑0.11 (0.11%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Workiva Inc (WK), owning a total of 5.7 million shares. Combined, the top 31 institutional holders of WK own 73.49% of the company with a total of 40.6 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders increased their combined ownership of WK by 206 thousand shares. 6 institutions bought 1,117,411 total additional shares and increased their ownership by an average of 20.52%. However 6 institutions sold 911,795 total shares and decreased their ownership by an average of 14.94%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Workiva increased by a net total of 205,616 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.347%	7.475%	5,729,254	398,469	2024-09-30
FMR Inc	6.834%	6.157%	3,784,035	219,470	2024-09-30
T. Rowe Price Investment Management,Inc.	3.518%	9.883%	1,947,801	175,193	2024-09-30
Riverbridge Partners LLC	3.165%	-4.233%	1,752,259	-77,453	2024-09-30
Geode Capital Management, LLC	2.068%	3.156%	1,144,826	35,029	2024-09-30
Conestoga Capital Advisors, LLC	1.851%	-13.777%	1,024,709	-163,736	2024-09-30
Brown Capital Management, LLC	1.650%	-10.624%	913,726	-108,613	2024-09-30
Mairs & Power Inc	1.508%	6.596%	835,086	51,676	2024-09-30
Brown Advisory Holdings Inc	1.169%	-36.584%	647,276	-373,402	2024-09-30
Artisan Partners Limited Partnership	1.117%	-22.032%	618,509	-174,780	2024-09-30
Northern Trust Corp	1.007%	-2.416%	557,833	-13,811	2024-09-30
Ranger Investment Management LP	0.907%	89.837%	502,023	237,574	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.347%	7.475%	5,729,254	398,469	2024-09-30
BlackRock Inc	7.657%	2.776%	4,240,063	114,521	2024-06-30
FMR Inc	6.834%	6.157%	3,784,035	219,470	2024-09-30
Macquarie Group Ltd	3.808%	3.261%	2,108,743	66,584	2024-06-30
T. Rowe Price Investment Management,Inc.	3.518%	9.883%	1,947,801	175,193	2024-09-30
Riverbridge Partners LLC	3.165%	-4.233%	1,752,259	-77,453	2024-09-30
JPMorgan Chase & Co	2.915%	-2.112%	1,614,313	-34,829	2024-06-30
Ameriprise Financial Inc	2.284%	-14.608%	1,264,915	-216,380	2024-06-30
State Street Corporation	2.158%	2.142%	1,191,857	24,996	2024-03-31
State Street Corp	2.152%	-0.035%	1,191,442	-415	2024-06-30
Geode Capital Management, LLC	2.068%	3.156%	1,144,826	35,029	2024-09-30
Champlain Investment Partners, LLC	1.988%	-17.860%	1,100,774	-239,340	2024-06-30
Conestoga Capital Advisors, LLC	1.851%	-13.777%	1,024,709	-163,736	2024-09-30
Amvescap Plc.	1.808%	-15.789%	991,203	-185,848	2023-12-31
Brown Capital Management, LLC	1.650%	-10.624%	913,726	-108,613	2024-09-30
T. Rowe Price Associates, Inc.	1.566%	17.987%	840,187	128,087	2023-03-31
Mairs & Power Inc	1.508%	6.596%	835,086	51,676	2024-09-30
First Trust Advisors L.P.	1.478%	6.842%	818,642	52,425	2024-06-30
ClearBridge Advisors, LLC	1.351%	-0.449%	721,401	-3,253	2022-12-31
OZ Management LLC	1.215%	92.918%	656,500	316,200	2023-06-30
DF Dent & Co Inc	1.188%	32.761%	656,094	161,902	2024-03-31
Allspring Global Investments Holdings, LLC	1.242%	-11.795%	652,377	-87,237	2022-06-30
Praesidium Capital Mgmt	1.209%	-37.863%	649,003	-395,473	2023-03-31
Brown Advisory Holdings Inc	1.169%	-36.584%	647,276	-373,402	2024-09-30
Loomis, Sayles & Company LP	1.159%	-6.621%	641,629	-45,497	2024-06-30
Artisan Partners Limited Partnership	1.117%	-22.032%	618,509	-174,780	2024-09-30
Renaissance Technologies Corp	1.106%	-1.085%	610,900	-6,700	2024-03-31
Morgan Stanley - Brokerage Accounts	1.061%	0.812%	587,248	4,728	2024-06-30
Thrivent Financial For Lutherans	1.011%	-1.093%	558,618	-6,174	2024-06-30
Northern Trust Corp	1.007%	-2.416%	557,833	-13,811	2024-09-30
Ranger Investment Management LP	0.907%	89.837%	502,023	237,574	2024-09-30

Mutual Fund Ownership

Fidelity Select Software & IT Svcs Port is the biggest individual fund holder of Workiva Inc (WK), owning a total of 1.8 million shares. Combined, the top 38 mutual fund holders of WK own 50.30% of the company with a total of 27.6 million shares.

In the latest ownership report on October 31st 2024, the top 38 fund holders increased their combined ownership of WK by 11 thousand shares. 2 funds bought 6,942 total additional shares and increased their ownership by an average of 0.32%. However 4 funds sold 18,220 total shares and decreased their ownership by an average of 0.43%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Workiva decreased by a net total of -11,278 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.752%	-0.583%	1,523,702	-8,930	2024-10-31
iShares Russell 2000 ETF	2.355%	-0.224%	1,303,919	-2,926	2024-10-31
Vanguard Small Cap Index	2.211%	0.196%	1,224,137	2,400	2024-10-31
Vanguard Information Technology ETF	1.841%	0.448%	1,019,542	4,542	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.354%	-0.371%	749,481	-2,788	2024-10-31
First Trust Cloud Computing ETF	1.282%	0.000%	709,709	0	2024-10-31
Vanguard Small Cap Growth Index Inv	1.216%	-0.529%	673,056	-3,576	2024-10-31
iShares Russell 2000 Growth ETF	0.814%	0.000%	450,535	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Select Software & IT Svcs Port	3.335%	0.000%	1,846,842	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.752%	-0.583%	1,523,702	-8,930	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.699%	3.223%	1,458,801	45,554	2023-03-31
iShares Russell 2000 ETF	2.355%	-0.224%	1,303,919	-2,926	2024-10-31
Vanguard Small Cap Index	2.211%	0.196%	1,224,137	2,400	2024-10-31
Select Software & IT Svcs Port	1.929%	43.068%	1,042,500	313,824	2023-10-31
Fidelity® Select Software & IT Svcs Port	1.929%	43.068%	1,042,500	313,824	2023-10-31
Vanguard Information Technology ETF	1.841%	0.448%	1,019,542	4,542	2024-10-31
Delaware Ivy Mid Cap Growth A	1.817%	0.000%	1,006,234	0	2024-09-30
Champlain Small Company Fund, LLC	1.492%	-17.101%	824,024	-169,990	2024-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.354%	-0.371%	749,481	-2,788	2024-10-31
First Trust Cloud Computing ETF	1.282%	0.000%	709,709	0	2024-10-31
Vanguard Small Cap Growth Index Inv	1.216%	-0.529%	673,056	-3,576	2024-10-31
T. Rowe Price Small-Cap Stock	1.194%	0.000%	661,133	0	2024-09-30
T. Rowe Price US Small-Cap Core Equity	1.194%	9.815%	661,133	59,091	2024-09-30
Vanguard Extended Market Index Investor	1.201%	-0.064%	644,233	-412	2023-08-31
JPMorgan Small Cap Equity A	0.982%	0.000%	542,531	0	2024-06-30
JPM US Small Cap Core-Composite	0.982%	0.000%	542,531	0	2024-06-30
JPM Small Cap Equity-MA	0.982%	9,507.420%	542,531	536,884	2024-06-30
Conestoga Small Cap Investors	0.963%	-23.464%	533,179	-163,456	2024-09-30
Mairs & Power Growth	0.962%	3.900%	532,857	20,000	2024-09-30
Mairs & Power Multi Cap	0.962%	3.900%	532,857	20,000	2024-09-30
Macquarie US Small Cap Core Equity	0.964%	0.341%	532,295	1,809	2024-03-31
Delaware US Small Cap Core Equity (SMA)	0.964%	0.341%	532,295	1,809	2024-03-31
ClearBridge Mid Cap	0.999%	0.000%	525,000	0	2022-12-31
ClearBridge Mid Cap A	0.989%	0.000%	525,000	0	2022-12-31
Champlain Small Company Adv	0.948%	-4.579%	524,815	-25,185	2024-06-30
Artisan Small Cap Investor	0.954%	2.732%	522,037	13,884	2023-12-31
Artisan U.S. Small-Cap Growth	0.954%	2.732%	522,037	13,884	2023-12-31
Fidelity Small Cap Index	0.933%	-2.260%	516,548	-11,942	2024-08-31
Brown Advisory Small-Cap Growth Inv	0.972%	0.000%	516,154	0	2023-01-31
Delaware Small Cap Core I	0.931%	-0.616%	515,264	-3,193	2024-09-30
Ranger Small Cap	0.907%	89.866%	501,939	237,574	2024-09-30
T. Rowe Price All-Cap Opportunities Fund	0.912%	-28.864%	479,100	-194,400	2022-09-30
CT (Lux) Glb Smlr Coms IE	0.849%	0.000%	468,908	0	2024-06-30
iShares Russell 2000 Growth ETF	0.814%	0.000%	450,535	0	2024-10-31
Brown Capital Mgmt Small Co Inv	0.800%	-12.870%	442,826	-65,412	2024-06-30
Fidelity® Small Cap Growth	0.782%	-0.755%	417,623	-3,178	2023-03-31