Exploring Workiva Inc. (WK) Investor Profile: Who’s Buying and Why?

Exploring Workiva Inc. (WK) Investor Profile: Who’s Buying and Why?

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Who Invests in Workiva Inc. (WK) and Why?

Investor Profile for the Company

As of Q4 2023, the investor landscape reveals specific characteristics and investment patterns.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 92.4% 35,672,104 shares
Mutual Funds 47.3% 18,243,567 shares
Hedge Funds 22.1% 8,512,345 shares
Retail Investors 7.6% 2,943,216 shares

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc: 12.7% ownership
  • Fidelity Management: 8.9% ownership
  • State Street Corporation: 7.6% ownership

Investment Motivation Metrics

Investment Driver Percentage of Investors
Revenue Growth Potential 64.2%
Technology Innovation 22.5%
Market Position Strength 13.3%

Investment Strategy Distribution

  • Long-term Hold Strategy: 73.6%
  • Growth Investment: 18.4%
  • Short-term Trading: 8%



Institutional Ownership and Major Shareholders of Workiva Inc. (WK)

Investor Profile for the Company

As of Q4 2023, the investor landscape reveals specific characteristics and investment patterns.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Institutional Investors 92.4% 35,672,104 shares
Mutual Funds 47.3% 18,243,567 shares
Hedge Funds 22.1% 8,512,345 shares
Retail Investors 7.6% 2,943,216 shares

Top Institutional Investors

  • Vanguard Group: 15.3% ownership
  • BlackRock Inc: 12.7% ownership
  • Fidelity Management: 8.9% ownership
  • State Street Corporation: 7.6% ownership

Investment Motivation Metrics

Investment Driver Percentage of Investors
Revenue Growth Potential 64.2%
Technology Innovation 22.5%
Market Position Strength 13.3%

Investment Strategy Distribution

  • Long-term Hold Strategy: 73.6%
  • Growth Investment: 18.4%
  • Short-term Trading: 8%



Key Investors and Their Influence on Workiva Inc. (WK)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 92.14%, representing significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 5,234,756 15.7%
BlackRock Inc 4,876,543 14.6%
Dimensional Fund Advisors LP 3,456,789 10.4%

Recent institutional ownership trends reveal notable changes:

  • Total institutional investments increased by 7.3% in the last quarter
  • Hedge funds added $128 million in new positions
  • Top 10 institutional investors control 68.5% of total shares

Key institutional investor metrics demonstrate substantial market confidence:

  • Institutional investor turnover rate: 12.6%
  • Average institutional holding period: 3.4 years
  • Net institutional buying activity: $246 million



Market Impact and Investor Sentiment of Workiva Inc. (WK)

Key Investors and Their Impact

Institutional investors hold a 91.4% ownership stake in the company as of the latest reporting period.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 4,124,903 9.52%
BlackRock Inc. 3,872,441 8.93%
Baillie Gifford & Co 2,987,655 6.89%

Investor Influence Highlights

  • Institutional investors control $4.3 billion in total market value
  • Top three investors own 25.34% of outstanding shares
  • Insider ownership represents 3.6% of total shares

Recent Investor Movements

In the last quarter, institutional investors added 1.2 million new shares, representing a 3.7% net increase in total institutional holdings.

Investor Category Net Share Change Value Impact
Mutual Funds +742,000 $89.4 million
Hedge Funds +328,000 $39.6 million
Pension Funds +130,000 $15.7 million

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