Workiva Inc (WK) Ownership

75.91 ↓2.82 (-3.58%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Workiva Inc (WK), owning a total of 5.8 million shares. Combined, the top 35 institutional holders of WK own 76.99% of the company with a total of 42.9 million shares.

In the latest ownership report on December 31st 2024, the top 35 institutional holders decreased their combined ownership of WK by 1 million shares. 14 institutions bought 1,669,739 total additional shares and increased their ownership by an average of 7.28%. However 7 institutions sold 2,621,014 total shares and decreased their ownership by an average of 16.34%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Workiva decreased by a net total of -951,275 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.334%1.236%5,800,07470,8202024-12-31
BlackRock Inc9.468%4.896%5,314,050248,0282024-12-31
FMR Inc5.635%-16.417%3,162,803-621,2322024-12-31
T. Rowe Price Investment Management,Inc.3.827%10.279%2,148,021200,2202024-12-31
Macquarie Group Ltd3.743%0.514%2,100,79610,7512024-12-31
Riverbridge Partners LLC2.933%-6.046%1,646,325-105,9342024-12-31
State Street Corp2.347%10.462%1,317,208124,7492024-12-31
JPMorgan Chase & Co2.096%-57.721%1,176,397-1,606,0592024-12-31
Conestoga Capital Advisors, LLC2.076%13.693%1,165,019140,3102024-12-31
Geode Capital Management, LLC2.042%0.086%1,145,8139872024-12-31
Ameriprise Financial Inc1.804%-1.090%1,012,594-11,1612024-12-31
First Trust Advisors L.P.1.469%3.021%824,21924,1722024-12-31
Loomis, Sayles & Company LP1.451%11.836%814,58286,2072024-12-31
Brown Capital Management, LLC1.375%-15.515%771,962-141,7642024-12-31
Mairs & Power Inc1.308%-12.101%734,030-101,0562024-12-31
Northern Trust Corp1.063%6.926%596,46638,6332024-12-31
Nuveen Asset Management, LLC1.048%0.326%588,4281,9092024-12-31
Artisan Partners Limited Partnership1.042%-5.466%584,701-33,8082024-12-31
TimesSquare Capital Management, LLC0.998%19.709%559,96192,1922024-12-31
NORGES BANK0.971%18.998%544,98987,0082024-12-31
Nordea Investment Mgmt Bank Demark A/s0.982%0.000%543,753543,7532024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.334%1.236%5,800,07470,8202024-12-31
BlackRock Inc9.468%4.896%5,314,050248,0282024-12-31
FMR Inc5.635%-16.417%3,162,803-621,2322024-12-31
T. Rowe Price Investment Management,Inc.3.827%10.279%2,148,021200,2202024-12-31
Macquarie Group Ltd3.743%0.514%2,100,79610,7512024-12-31
Riverbridge Partners LLC2.933%-6.046%1,646,325-105,9342024-12-31
State Street Corp2.347%10.462%1,317,208124,7492024-12-31
State Street Corporation2.158%2.142%1,191,85724,9962024-03-31
JPMorgan Chase & Co2.096%-57.721%1,176,397-1,606,0592024-12-31
Conestoga Capital Advisors, LLC2.076%13.693%1,165,019140,3102024-12-31
Geode Capital Management, LLC2.042%0.086%1,145,8139872024-12-31
Champlain Investment Partners, LLC1.988%-17.860%1,100,774-239,3402024-06-30
Ameriprise Financial Inc1.804%-1.090%1,012,594-11,1612024-12-31
Amvescap Plc.1.808%-15.789%991,203-185,8482023-12-31
T. Rowe Price Associates, Inc.1.566%17.987%840,187128,0872023-03-31
First Trust Advisors L.P.1.469%3.021%824,21924,1722024-12-31
Loomis, Sayles & Company LP1.451%11.836%814,58286,2072024-12-31
Brown Capital Management, LLC1.375%-15.515%771,962-141,7642024-12-31
Mairs & Power Inc1.308%-12.101%734,030-101,0562024-12-31
ClearBridge Advisors, LLC1.351%-0.449%721,401-3,2532022-12-31
OZ Management LLC1.215%92.918%656,500316,2002023-06-30
DF Dent & Co Inc1.188%32.761%656,094161,9022024-03-31
Allspring Global Investments Holdings, LLC1.242%-11.795%652,377-87,2372022-06-30
Praesidium Capital Mgmt1.209%-37.863%649,003-395,4732023-03-31
Brown Advisory Holdings Inc1.169%-36.584%647,276-373,4022024-09-30
Renaissance Technologies Corp1.106%-1.085%610,900-6,7002024-03-31
Northern Trust Corp1.063%6.926%596,46638,6332024-12-31
Nuveen Asset Management, LLC1.048%0.326%588,4281,9092024-12-31
Morgan Stanley - Brokerage Accounts1.061%0.812%587,2484,7282024-06-30
Artisan Partners Limited Partnership1.042%-5.466%584,701-33,8082024-12-31
TimesSquare Capital Management, LLC0.998%19.709%559,96192,1922024-12-31
Thrivent Financial For Lutherans1.011%-1.093%558,618-6,1742024-06-30
NORGES BANK0.971%18.998%544,98987,0082024-12-31
Nordea Investment Mgmt Bank Demark A/s0.982%0.000%543,753543,7532024-12-31
Ranger Investment Management LP0.906%89.837%502,023237,5742024-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Workiva Inc (WK), owning a total of 1.5 million shares. Combined, the top 45 mutual fund holders of WK own 54.76% of the company with a total of 30.3 million shares.

In the latest ownership report on February 28th 2025, the top 45 fund holders increased their combined ownership of WK by 5 thousand shares. 4 funds bought 14,911 total additional shares and increased their ownership by an average of 0.33%. However 3 funds sold 19,673 total shares and decreased their ownership by an average of 0.61%.

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 -4,762 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.735%0.493%1,534,8687,5262025-02-28
iShares Russell 2000 ETF2.323%-1.162%1,303,998-15,3302025-02-28
Vanguard Small Cap Index2.228%0.084%1,250,2111,0522025-02-28
Vanguard Information Technology ETF1.830%0.280%1,026,8052,8642025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.395%0.445%782,6953,4692025-02-28
Vanguard Small Cap Growth Index Inv1.252%-0.540%702,422-3,8112025-02-28
iShares Russell 2000 Growth ETF0.803%-0.118%450,900-5322025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.735%0.493%1,534,8687,5262025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr2.699%3.223%1,458,80145,5542023-03-31
Fidelity Select Software & IT Svcs Port2.501%-10.134%1,403,570-158,2722025-01-31
iShares Russell 2000 ETF2.323%-1.162%1,303,998-15,3302025-02-28
Vanguard Small Cap Index2.228%0.084%1,250,2111,0522025-02-28
Fidelity® Select Software & IT Svcs Port1.929%43.068%1,042,500313,8242023-10-31
Select Software & IT Svcs Port1.929%43.068%1,042,500313,8242023-10-31
Vanguard Information Technology ETF1.830%0.280%1,026,8052,8642025-02-28
Delaware Ivy Mid Cap Growth A1.764%-2.890%977,156-29,0782024-10-31
Macquarie Mid Cap Growth A1.536%-1.161%861,942-10,1242025-01-31
Champlain Small Company Fund, LLC1.492%-17.101%824,024-169,9902024-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.395%0.445%782,6953,4692025-02-28
First Trust Cloud Computing ETF1.349%0.000%757,29402025-02-27
Nordea 1 - Global Climate & Envir BI EUR1.299%78.212%728,843319,8682025-01-31
Vanguard Small Cap Growth Index Inv1.252%-0.540%702,422-3,8112025-02-28
T. Rowe Price US Small-Cap Core Equity1.223%3.845%686,55525,4222024-12-31
Conestoga Small Cap Investors1.212%0.000%680,17902025-01-31
Vanguard Extended Market Index Investor1.201%-0.064%644,233-4122023-08-31
Macquarie Small Cap Core I1.066%0.000%598,50502025-01-31
T. Rowe Price Small-Cap Stock1.064%-13.017%597,184-89,3712025-01-31
Delaware US Small Cap Core Equity (SMA)0.964%0.341%532,2951,8092024-03-31
Macquarie US Small Cap Core Equity0.964%0.341%532,2951,8092024-03-31
ClearBridge Mid Cap0.999%0.000%525,00002022-12-31
ClearBridge Mid Cap A0.989%0.000%525,00002022-12-31
Champlain Small Company Adv0.948%-4.579%524,815-25,1852024-06-30
Artisan U.S. Small-Cap Growth0.954%2.732%522,03713,8842023-12-31
Artisan Small Cap Investor0.954%2.732%522,03713,8842023-12-31
Brown Advisory Small-Cap Growth Inv0.972%0.000%516,15402023-01-31
Delaware Small Cap Core I0.930%0.000%515,26402024-10-31
Fidelity Small Cap Index0.905%-0.832%507,655-4,2602024-12-31
Ranger Small Cap0.891%-0.366%500,104-1,8352024-12-31
T. Rowe Price All-Cap Opportunities Fund0.912%-28.864%479,100-194,4002022-09-30
CT (Lux) Glb Smlr Coms IE0.849%0.000%468,90802024-06-30
iShares Russell 2000 Growth ETF0.803%-0.118%450,900-5322025-02-28
Brown Capital Mgmt Small Co Inv0.800%-12.870%442,826-65,4122024-06-30
Mairs & Power Multi Cap0.771%-18.767%432,857-100,0002024-12-31
Mairs & Power Growth0.771%-18.767%432,857-100,0002024-12-31
Fidelity® Small Cap Growth0.782%-0.755%417,623-3,1782023-03-31
AB Small Cap Growth A0.708%0.000%397,309397,3092025-01-31
JPM Small Cap Equity-MA0.659%-32.742%364,896-177,6352024-09-30
JPM US Small Cap Core-Composite0.659%-32.742%364,896-177,6352024-09-30
JPMorgan Small Cap Equity A0.659%0.000%364,89602024-09-30
T. Rowe Price Instl Small-Cap Stock0.649%5.011%364,15717,3762024-12-31
Columbia Acorn Inst0.633%0.000%350,59902024-11-30
T. Rowe Price Small-Cap Value0.611%6.725%342,77921,6002024-12-31

Discussions

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4texin1/3/25 04:01am

$WK what happens?

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delaina12/22/24 06:20pm

$WK what calls are you guys jacked to the tits on?

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gangganggang10/14/24 11:20am

$WK I hope I never have to work for anyone again after this

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jchonnee1/5/24 08:21am

$WK I warned everyone this company sucks

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ihatenewegg12/1/23 07:50pm

$WK When they tell me diversifying is for idiots

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