Workiva Inc (WK) Ownership

77.86 ↓0.18 (-0.23%)

As of April 19, 2024, 3:59pm EST.

Institutions
Mutual Funds

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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.144%	1.035%	5,004,409	51,284	2023-12-31
BlackRock Inc	7.391%	7.194%	4,045,157	271,464	2023-12-31
FMR Inc	4.446%	32.160%	2,433,438	592,150	2023-12-31
Macquarie Group Ltd	3.713%	0.408%	2,032,154	8,265	2023-12-31
Riverbridge Partners LLC	3.664%	-2.257%	2,005,276	-46,309	2023-12-31
T. Rowe Price Investment Management,Inc.	2.866%	0.245%	1,568,359	3,836	2023-12-31
Ameriprise Financial Inc	2.838%	0.367%	1,553,293	5,675	2023-12-31
JPMorgan Chase & Co	2.615%	0.399%	1,431,128	5,685	2023-12-31
Artisan Partners Limited Partnership	2.330%	4.210%	1,275,009	51,506	2023-12-31
Brown Capital Management, LLC	2.324%	22.580%	1,271,707	234,255	2023-12-31
State Street Corporation	2.132%	8.336%	1,166,861	89,783	2023-12-31
Brown Advisory Holdings Inc	1.998%	-0.357%	1,093,530	-3,920	2023-12-31
Geode Capital Management, LLC	1.869%	6.533%	1,022,664	62,713	2023-12-31
Amvescap Plc.	1.811%	-15.789%	991,203	-185,848	2023-12-31
Conestoga Capital Advisors, LLC	1.741%	0.574%	952,730	5,440	2023-12-31
Champlain Investment Partners, LLC	1.548%	-4.939%	847,169	-44,014	2023-12-31
Mairs & Power Inc	1.404%	-3.113%	768,573	-24,692	2023-12-31
Loomis, Sayles & Company LP	1.281%	2.574%	701,008	17,590	2023-12-31
First Trust Advisors L.P.	1.145%	8.154%	626,803	47,256	2023-12-31
Renaissance Technologies Corp	1.128%	13.488%	617,600	73,400	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.144%	1.035%	5,004,409	51,284	2023-12-31
BlackRock Inc	7.391%	7.194%	4,045,157	271,464	2023-12-31
FMR Inc	4.446%	32.160%	2,433,438	592,150	2023-12-31
Macquarie Group Ltd	3.713%	0.408%	2,032,154	8,265	2023-12-31
Riverbridge Partners LLC	3.664%	-2.257%	2,005,276	-46,309	2023-12-31
T. Rowe Price Investment Management,Inc.	2.866%	0.245%	1,568,359	3,836	2023-12-31
Ameriprise Financial Inc	2.838%	0.367%	1,553,293	5,675	2023-12-31
JPMorgan Chase & Co	2.615%	0.399%	1,431,128	5,685	2023-12-31
Artisan Partners Limited Partnership	2.330%	4.210%	1,275,009	51,506	2023-12-31
Brown Capital Management, LLC	2.324%	22.580%	1,271,707	234,255	2023-12-31
State Street Corporation	2.132%	8.336%	1,166,861	89,783	2023-12-31
Brown Advisory Holdings Inc	1.998%	-0.357%	1,093,530	-3,920	2023-12-31
Geode Capital Management, LLC	1.869%	6.533%	1,022,664	62,713	2023-12-31
Amvescap Plc.	1.811%	-15.789%	991,203	-185,848	2023-12-31
Conestoga Capital Advisors, LLC	1.741%	0.574%	952,730	5,440	2023-12-31
Champlain Investment Partners, LLC	1.548%	-4.939%	847,169	-44,014	2023-12-31
T. Rowe Price Associates, Inc.	1.566%	17.987%	840,187	128,087	2023-03-31
Mairs & Power Inc	1.404%	-3.113%	768,573	-24,692	2023-12-31
ClearBridge Advisors, LLC	1.351%	-0.449%	721,401	-3,253	2022-12-31
Loomis, Sayles & Company LP	1.281%	2.574%	701,008	17,590	2023-12-31
DF Dent & Co Inc	1.276%	-13.157%	684,719	-103,734	2023-03-31
OZ Management LLC	1.215%	92.918%	656,500	316,200	2023-06-30
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
Thrivent Financial For Lutherans	1.177%	-30.245%	636,112	-275,812	2023-09-30
First Trust Advisors L.P.	1.145%	8.154%	626,803	47,256	2023-12-31
Renaissance Technologies Corp	1.128%	13.488%	617,600	73,400	2023-12-31
Northern Trust Corp	1.100%	0.356%	594,345	2,110	2023-09-30

Mutual Fund Ownership

Fidelity Select Software & IT Svcs Port is the biggest individual fund holder of Workiva Inc (WK), owning a total of 1.5 million shares. Combined, the top 32 mutual fund holders of WK own 42.72% of the company with a total of 23.2 million shares.

In the latest ownership report on February 29th 2024, the top 32 fund holders increased their combined ownership of WK by 106 thousand shares. 4 funds bought 110,249 total additional shares and increased their ownership by an average of 2.98%. However 2 funds sold 3,950 total shares and decreased their ownership by an average of 0.13%.

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 106,299 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	2.699%	-0.254%	1,476,954	-3,753	2024-02-29
Vanguard Small Cap Index	2.246%	0.944%	1,229,415	11,494	2024-02-29
iShares Russell 2000 ETF	2.202%	-0.016%	1,205,287	-197	2024-02-29
Champlain Small Company Fund, LLC	1.865%	9.580%	1,020,459	89,210	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.290%	0.075%	705,767	526	2024-02-29
Vanguard Small Cap Growth Index Inv	1.258%	1.327%	688,542	9,019	2024-02-29
First Trust Cloud Computing ETF	0.990%	0.000%	541,722	0	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Select Software & IT Svcs Port	2.717%	18.387%	1,487,200	230,985	2024-01-31
Vanguard Total Stock Mkt Idx Inv	2.699%	-0.254%	1,476,954	-3,753	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.699%	3.223%	1,458,801	45,554	2023-03-31
Vanguard Small Cap Index	2.246%	0.944%	1,229,415	11,494	2024-02-29
iShares Russell 2000 ETF	2.202%	-0.016%	1,205,287	-197	2024-02-29
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
Champlain Small Company Fund, LLC	1.865%	9.580%	1,020,459	89,210	2024-02-29
Delaware Ivy Mid Cap Growth A	1.456%	0.000%	796,795	0	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.290%	0.075%	705,767	526	2024-02-29
Vanguard Small Cap Growth Index Inv	1.258%	1.327%	688,542	9,019	2024-02-29
Vanguard Extended Market Index Investor	1.201%	-0.064%	644,233	-412	2023-08-31
T. Rowe Price Small-Cap Stock	1.090%	3.057%	596,634	17,700	2023-12-31
T. Rowe Price US Small-Cap Core Equity	1.090%	3.057%	596,634	17,700	2023-12-31
Conestoga Small Cap Investors	1.049%	0.000%	574,235	0	2024-01-31
Brown Capital Mgmt Small Co Inv	1.045%	5.310%	571,928	28,836	2023-09-30
First Trust Cloud Computing ETF	0.990%	0.000%	541,722	0	2024-02-29
Macquarie US Small Cap Core Equity	0.969%	0.000%	530,486	0	2023-12-31
ClearBridge Mid Cap A	0.989%	0.000%	525,000	0	2022-12-31
ClearBridge Mid Cap	0.999%	0.000%	525,000	0	2022-12-31
Delaware Small Cap Core I	0.958%	-1.185%	524,202	-6,284	2024-01-31
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
Brown Advisory Small-Cap Growth Inv	0.972%	0.000%	516,154	0	2023-01-31
JPMorgan Small Cap Equity A	0.939%	7.680%	514,150	36,668	2024-01-31
Mairs & Power Multi Cap	0.937%	0.000%	512,857	0	2023-12-31
Mairs & Power Growth	0.937%	0.000%	512,857	0	2023-12-31
Vanguard Information Technology ETF	0.893%	2.035%	483,979	9,651	2024-01-31
Champlain Small Company Adv	0.888%	-21.312%	480,000	-130,000	2023-06-30
T. Rowe Price All-Cap Opportunities Fund	0.912%	-28.864%	479,100	-194,400	2022-09-30
JPM US Small Cap Core-Composite	0.883%	2.330%	477,482	10,870	2023-12-31
Fidelity® Small Cap Growth	0.782%	-0.755%	417,623	-3,178	2023-03-31