Workiva Inc (WK) Ownership

80.04 ↓0.26 (-0.32%)
As of May 2, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Workiva Inc (WK), owning a total of 5 million shares. Combined, the top 28 institutional holders of WK own 67.52% of the company with a total of 36.8 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of WK by 1.2 million shares. 15 institutions bought 1,520,302 total additional shares and increased their ownership by an average of 7.22%. However 5 institutions sold 304,783 total shares and decreased their ownership by an average of 5.29%.

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 1,215,519 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.144%1.035%5,004,40951,2842023-12-31
BlackRock Inc7.391%7.194%4,045,157271,4642023-12-31
FMR Inc4.446%32.160%2,433,438592,1502023-12-31
Macquarie Group Ltd3.713%0.408%2,032,1548,2652023-12-31
Riverbridge Partners LLC3.664%-2.257%2,005,276-46,3092023-12-31
T. Rowe Price Investment Management,Inc.2.866%0.245%1,568,3593,8362023-12-31
Ameriprise Financial Inc2.838%0.367%1,553,2935,6752023-12-31
JPMorgan Chase & Co2.615%0.399%1,431,1285,6852023-12-31
Artisan Partners Limited Partnership2.330%4.210%1,275,00951,5062023-12-31
Brown Capital Management, LLC2.324%22.580%1,271,707234,2552023-12-31
State Street Corporation2.132%8.336%1,166,86189,7832023-12-31
Brown Advisory Holdings Inc1.998%-0.357%1,093,530-3,9202023-12-31
Geode Capital Management, LLC1.869%6.533%1,022,66462,7132023-12-31
Amvescap Plc.1.811%-15.789%991,203-185,8482023-12-31
Conestoga Capital Advisors, LLC1.741%0.574%952,7305,4402023-12-31
Champlain Investment Partners, LLC1.548%-4.939%847,169-44,0142023-12-31
Mairs & Power Inc1.404%-3.113%768,573-24,6922023-12-31
Loomis, Sayles & Company LP1.281%2.574%701,00817,5902023-12-31
First Trust Advisors L.P.1.145%8.154%626,80347,2562023-12-31
Renaissance Technologies Corp1.128%13.488%617,60073,4002023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.144%1.035%5,004,40951,2842023-12-31
BlackRock Inc7.391%7.194%4,045,157271,4642023-12-31
FMR Inc4.446%32.160%2,433,438592,1502023-12-31
Macquarie Group Ltd3.713%0.408%2,032,1548,2652023-12-31
Riverbridge Partners LLC3.664%-2.257%2,005,276-46,3092023-12-31
T. Rowe Price Investment Management,Inc.2.866%0.245%1,568,3593,8362023-12-31
Ameriprise Financial Inc2.838%0.367%1,553,2935,6752023-12-31
JPMorgan Chase & Co2.615%0.399%1,431,1285,6852023-12-31
Artisan Partners Limited Partnership2.330%4.210%1,275,00951,5062023-12-31
Brown Capital Management, LLC2.324%22.580%1,271,707234,2552023-12-31
State Street Corporation2.132%8.336%1,166,86189,7832023-12-31
Brown Advisory Holdings Inc1.998%-0.357%1,093,530-3,9202023-12-31
Geode Capital Management, LLC1.869%6.533%1,022,66462,7132023-12-31
Amvescap Plc.1.811%-15.789%991,203-185,8482023-12-31
Conestoga Capital Advisors, LLC1.741%0.574%952,7305,4402023-12-31
Champlain Investment Partners, LLC1.548%-4.939%847,169-44,0142023-12-31
T. Rowe Price Associates, Inc.1.566%17.987%840,187128,0872023-03-31
Mairs & Power Inc1.404%-3.113%768,573-24,6922023-12-31
ClearBridge Advisors, LLC1.351%-0.449%721,401-3,2532022-12-31
Loomis, Sayles & Company LP1.281%2.574%701,00817,5902023-12-31
DF Dent & Co Inc1.276%-13.157%684,719-103,7342023-03-31
OZ Management LLC1.215%92.918%656,500316,2002023-06-30
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
Thrivent Financial For Lutherans1.177%-30.245%636,112-275,8122023-09-30
First Trust Advisors L.P.1.145%8.154%626,80347,2562023-12-31
Renaissance Technologies Corp1.128%13.488%617,60073,4002023-12-31
Northern Trust Corp1.100%0.356%594,3452,1102023-09-30

Mutual Fund Ownership

Fidelity Select Software & IT Svcs Port is the biggest individual fund holder of Workiva Inc (WK), owning a total of 1.7 million shares. Combined, the top 32 mutual fund holders of WK own 44.23% of the company with a total of 24.1 million shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of WK by 153 thousand shares. 8 funds bought 163,279 total additional shares and increased their ownership by an average of 3.70%. However 1 funds sold 10,355 total shares and decreased their ownership by an average of 1.01%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Workiva increased by a net total of 152,924 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Small Cap Index2.253%0.295%1,233,0393,6242024-03-31
Champlain Small Company Fund, LLC1.846%-1.015%1,010,104-10,3552024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.306%1.254%714,6188,8512024-03-31
Vanguard Small Cap Growth Index Inv1.276%1.397%698,1619,6192024-03-31
First Trust Cloud Computing ETF1.245%0.000%681,44502024-03-31
T. Rowe Price US Small-Cap Core Equity1.151%5.548%629,73433,1002024-03-31
T. Rowe Price Small-Cap Stock1.151%5.548%629,73433,1002024-03-31
JPM US Small Cap Core-Composite0.991%13.623%542,53165,0492024-03-31
Macquarie US Small Cap Core Equity0.973%0.341%532,2951,8092024-03-31
Vanguard Information Technology ETF0.952%1.585%520,7818,1272024-03-31
Mairs & Power Growth0.937%0.000%512,85702024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity Select Software & IT Svcs Port3.050%12.223%1,668,978181,7782024-02-29
Vanguard Total Stock Mkt Idx Inv2.699%-0.254%1,476,954-3,7532024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.699%3.223%1,458,80145,5542023-03-31
Vanguard Small Cap Index2.253%0.295%1,233,0393,6242024-03-31
iShares Russell 2000 ETF2.231%0.412%1,221,2325,0152024-03-28
Select Software & IT Svcs Port1.929%43.068%1,042,500313,8242023-10-31
Fidelity® Select Software & IT Svcs Port1.929%43.068%1,042,500313,8242023-10-31
Champlain Small Company Fund, LLC1.846%-1.015%1,010,104-10,3552024-03-31
Delaware Ivy Mid Cap Growth A1.456%0.000%796,79502023-12-31
Brown Capital Mgmt Small Co Inv1.340%28.229%733,379161,4512023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.306%1.254%714,6188,8512024-03-31
Vanguard Small Cap Growth Index Inv1.276%1.397%698,1619,6192024-03-31
Conestoga Small Cap Investors1.273%21.315%696,635122,4002024-02-29
First Trust Cloud Computing ETF1.245%0.000%681,44502024-03-31
Vanguard Extended Market Index Investor1.201%-0.064%644,233-4122023-08-31
T. Rowe Price US Small-Cap Core Equity1.151%5.548%629,73433,1002024-03-31
T. Rowe Price Small-Cap Stock1.151%5.548%629,73433,1002024-03-31
JPMorgan Small Cap Equity A0.991%5.520%542,53128,3812024-02-29
JPM US Small Cap Core-Composite0.991%13.623%542,53165,0492024-03-31
Delaware Small Cap Core I0.973%1.544%532,2958,0932024-02-29
Macquarie US Small Cap Core Equity0.973%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
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
Vanguard Information Technology ETF0.952%1.585%520,7818,1272024-03-31
Brown Advisory Small-Cap Growth Inv0.972%0.000%516,15402023-01-31
Mairs & Power Multi Cap0.937%0.000%512,85702023-12-31
Mairs & Power Growth0.937%0.000%512,85702024-03-31
Champlain Small Company Adv0.888%-21.312%480,000-130,0002023-06-30
T. Rowe Price All-Cap Opportunities Fund0.912%-28.864%479,100-194,4002022-09-30
Fidelity® Small Cap Growth0.782%-0.755%417,623-3,1782023-03-31

Discussions

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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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