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WK Institutional Ownership & 13F Holders | SmartMoneyDB

WKWORKIVA INC

COM CL A · CUSIP 98139A105

Smart Money Ownership

Of the 10 tracked institutions holding WK, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.9pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$32.1M

+2.7pt

WK (WORKIVA INC) Institutional Ownership Summary

Among the 10 tracked institutional investors we monitor, WK (WORKIVA INC) is held with a combined value of $1.11B across 15,874,534 shares. The largest holder is VANGUARD GROUP INC with a position worth $539.84M. 6 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$1.11B

Total Shares Held

15,874,534

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+29% shares~$23.6M CITADEL ADVISORS LLC+75% shares~$17.7M BlackRock, Inc.+4% shares~$11.4M MILLENNIUM MANAGEMENT LLC+66% shares~$3.0M STATE STREET CORP+3% shares~$2.1M

13F Institutional Holders

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PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book-48.6%

$32.14M

AQR CAPITAL MANAGEMENT LLC

0.01% of book-35.6%

$20.05M

RENAISSANCE TECHNOLOGIES LLC

0.02% of book-25.1%

$12.47M

MILLENNIUM MANAGEMENT LLC

0.00% of book+66.0%

$7.60M

Magnetar Financial LLC

0.01% of book+235.2%

$757.72K

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$539.84M	6,259,001	0.01%	-0.4%
2	BlackRock, Inc.	$276.51M	4,637,070	0.00%	+4.3%
3	FMR LLC	$106.48M	1,785,723	0.01%	+28.5%
4	STATE STREET CORP	$76.08M	1,275,923	0.00%	+2.9%
5	CITADEL ADVISORS LLC	$41.28M	692,255	0.03%	+74.7%
6	PRICE T ROWE ASSOCIATES INC /MD/	$32.14M	539,042	0.00%	-48.6%
7	AQR CAPITAL MANAGEMENT LLC	$20.05M	336,293	0.01%	-35.6%
8	RENAISSANCE TECHNOLOGIES LLC	$12.47M	209,140	0.02%	-25.1%
9	MILLENNIUM MANAGEMENT LLC	$7.60M	127,380	0.00%	+66.0%
10	Magnetar Financial LLC	$757.72K	12,707	0.01%	+235.2%

Frequently Asked Questions

Which institutional investors own the most WK stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of WK with a position worth $539.84M, representing 0.01% of their portfolio. In total, 10 institutional investors hold WK with a combined value of $1.11B.

What percentage of WK is owned by institutional investors?

Institutional investors hold $1.11B worth of WK stock across 10 positions. The largest institutional holder is VANGUARD GROUP INC with $539.84M in holdings.

What is a 13F filing and why does it matter for WK?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WK, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track WK institutional moves

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