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

Have you ever wondered who the major players are behind Workiva Inc. (WK), and what drives their investment decisions? As of December 30, 2024, institutional investors held a significant stake in Workiva, with 648 institutions owning a total of 60,124,538 shares. Could these institutional holdings influence the stock's volatility and value, especially given the recent market trends? The share price as of April 17, 2025, was $67.63, a decrease from $77.86 on April 19, 2024. Let's delve into the details of Workiva's investor profile to uncover who's buying, who's selling, and the potential reasons behind their actions.

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

Understanding the investor profile of Workiva Inc. (WK) provides valuable insights into the market's perception of the company. Investors are drawn to Workiva for a variety of reasons, influenced by the company's growth prospects, market position, and overall financial health.

Workiva Inc. attracts a diverse range of investors, each with their own strategies and motivations:

• Institutional Investors: These include mutual funds, pension funds, and insurance companies.
• Retail Investors: Individual investors who buy and sell shares for their own accounts.
• Hedge Funds: Investment partnerships that use various strategies to generate returns.

Institutional investors often hold a significant portion of Workiva's shares. For example, according to Yahoo Finance, the most recent data shows that institutional investors hold about 94.70% of Workiva's shares. This indicates strong confidence from major financial institutions. Some of the top institutional holders include:

• BlackRock Fund Advisors
• The Vanguard Group, Inc.
• SSgA Funds Management, Inc.

These firms manage large portfolios and conduct thorough research before investing, suggesting they see long-term value in Workiva.

Several factors attract investors to Workiva Inc.:

• Growth Prospects: Workiva's cloud-based platform is designed to improve productivity, reduce risk, and drive growth for thousands of organizations.
• Market Position: As a leader in connected reporting and compliance, Workiva holds a strong position in a growing market.

Workiva's financial performance and strategic initiatives play a crucial role in attracting and retaining investors. For instance, the company's focus on innovation and expanding its product offerings can lead to increased revenue and profitability, making it an attractive investment.

Different investors adopt various strategies when investing in Workiva:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, driven by Workiva's consistent growth and market leadership.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, capitalizing on stock price fluctuations.
• Value Investing: Some investors may see Workiva as undervalued, especially if its stock price does not fully reflect its growth potential and strategic advantages.

Here's a look at some key investment data:

Understanding Workiva's investor profile helps stakeholders gauge market sentiment and the factors driving investment decisions. The high percentage of institutional ownership reflects confidence in Workiva's long-term prospects and strategic direction.

To gain further insights into Workiva's background and operations, consider exploring: Workiva Inc. (WK): History, Ownership, Mission, How It Works & Makes Money

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

Institutional investors and major shareholders play a significant role in the stock performance and strategic direction of Workiva Inc. (WK). As of April 2025, several institutions hold substantial positions in the company.

Here's a detailed look at Workiva Inc.'s (WK) institutional ownership:

• Total Institutional Ownership: Approximately 91.17% of Workiva Inc.'s (WK) shares are held by institutional investors.
• Number of Institutional Owners: There are 648 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC).
• Total Shares Held by Institutions: These institutions collectively hold 60,124,538 shares.

The largest shareholders include:

• Vanguard Group Inc: Holds 5.8 million shares, representing approximately 11.17% of the company. The market value of Vanguard's holding is about $397.19 million as of December 31, 2024.
• BlackRock, Inc.: Holds 5.31 million shares, accounting for approximately 10.24% of the company. The value of BlackRock's shares is approximately $363.91 million.
• FMR LLC: Holds 3.16 million shares, which is around 6.09% of the company, with a value of $216.59 million.
• T. Rowe Price Investment Management, Inc.: Holds 2.15 million shares, representing approximately 4.11% ownership of the company.
• Macquarie Group Ltd: Also a significant holder.

Here is a summary of top institutional holders as of December 31, 2024:

Changes in Ownership

Institutional ownership in Workiva Inc. (WK) has seen some changes recently.

• Increase in Institutional Ownership: Total shares owned by institutions increased in the last three months by 1.38% to 59.23 million shares.
• Changes in Share Holdings:
  • T. Rowe Price Investment Management increased its holdings by 9.32%.
  • FMR LLC decreased its holdings by 16.4%.
  • Renaissance Technologies Llc decreased its holdings by 11.29%.

Impact of Institutional Investors

Institutional investors can significantly influence Workiva Inc.'s (WK) stock price and strategy.

• Stock Price: As of April 17, 2025, the share price was $67.63. Previously, on April 19, 2024, it was $77.86, representing a 13.14% decrease over the year.
• Fund Sentiment Score: The Fund Sentiment Score indicates the level of institutional accumulation.
• Investment Decisions: 93% of institutional investors are more likely to invest in companies with integrated financial and non-financial reporting.

Moreover, a survey indicates that 96% of institutional investors agree that regulated company disclosures regarding sustainability enable them to make more informed investment decisions.

To gain more insight into Workiva Inc.'s background, explore this resource: Workiva Inc. (WK): History, Ownership, Mission, How It Works & Makes Money

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

Understanding the investor profile of Workiva Inc. (WK) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific real-time data on all investors and their recent moves changes constantly, we can discuss the types of investors typically found in a company like Workiva Inc. (WK) and their potential impact. Institutional investors, mutual funds, hedge funds, and individual investors all play a role.

Institutional investors such as mutual funds and pension funds often hold significant stakes in publicly traded companies like Workiva Inc. (WK). Their investment decisions are driven by in-depth research and analysis, and their actions can have a notable impact on stock prices. Recent moves by these investors, such as increasing or decreasing their positions, are closely watched by the market.

Hedge funds, known for their active trading strategies, may also hold positions in Workiva Inc. (WK). These funds often aim for short-term gains and can influence stock volatility. Activist investors, a subset of hedge funds, may seek to influence company management or strategy to unlock value.

Individual investors also contribute to Workiva Inc. (WK)'s investor base. Their impact is generally less pronounced than that of institutional investors, but their collective sentiment can still affect stock performance.

To gain a deeper understanding of Workiva Inc. (WK), explore: Workiva Inc. (WK): History, Ownership, Mission, How It Works & Makes Money

Here's a general overview of how different types of investors can influence Workiva Inc. (WK):

• Institutional Investors: These investors, including mutual funds, pension funds, and insurance companies, typically hold large blocks of shares. Their decisions to buy or sell can significantly impact Workiva Inc. (WK)'s stock price. For example, if a major mutual fund announces it is increasing its stake in Workiva Inc. (WK) due to strong growth prospects, this can signal confidence to the market and drive up demand.
• Hedge Funds: Hedge funds often employ more aggressive investment strategies. They might take short positions if they anticipate a decline in Workiva Inc. (WK)'s performance or engage in activist investing, pushing for changes in the company's management or strategy.
• Activist Investors: These investors actively seek to influence company policy. They might publicly advocate for changes they believe will increase shareholder value, such as cost-cutting measures, strategic shifts, or even a sale of the company.
• Individual Investors: While individual investors may not have the same market impact as large institutions, their collective sentiment can still influence Workiva Inc. (WK)'s stock. Positive news and strong financial results can attract more individual investors, increasing demand for the stock.

Keeping track of these investors and their recent moves requires continuous monitoring of financial news, regulatory filings, and market analysis.

Workiva Inc. (WK) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating Workiva Inc. (WK). Recent ownership changes and large investor moves can significantly impact the stock market's perception of the company. Analyst perspectives further enrich this understanding, offering insights into how key investors may shape Workiva Inc.'s future.

Institutional investors play a significant role in Workiva Inc.'s stock ownership. As of Q4 2023, institutional investors owned 91.40% of Workiva Inc.'s stock. Some of the major shareholders include:

• BlackRock Fund Advisors
• Vanguard Group Inc
• JPMorgan Investment Management Inc.
• Geode Capital Management LLC
• Государственный банк Норвегии

These institutional holdings reflect a strong interest from major financial entities. Recent changes in institutional ownership can provide insights into the shifting sentiments surrounding Workiva Inc.

Examining recent market reactions to Workiva Inc.'s stock reveals how the market responds to ownership changes. For instance, significant purchases or sales by institutional investors often lead to fluctuations in stock prices. Monitoring these movements helps gauge overall market confidence in Workiva Inc.

Analyst perspectives offer valuable context for understanding the impact of key investors. Analysts often provide ratings (e.g., buy, sell, hold) and price targets based on their assessment of the company's financial health and growth prospects. For example:

• One analyst has given Workiva Inc. a 'strong sell' rating.
• Four analysts have issued a 'sell' rating.
• Ten analysts have assigned a 'hold' rating.
• Four analysts have given a 'buy' rating.
• One analyst has issued a 'strong buy' rating.

These ratings collectively contribute to a consensus view, which can influence investor decisions. As of March 28, 2024, the consensus rating for Workiva Inc. is 'Hold.'

Here's a summary of analyst ratings and price targets for Workiva Inc.:

The price targets set by analysts can also influence investor expectations. As of April 17, 2024, the average price target for Workiva Inc. is $98.75.

Tracking these ratings and price targets over time can reveal trends in analyst sentiment and market expectations. Learn more about Workiva Inc.'s financial standing: Breaking Down Workiva Inc. (WK) Financial Health: Key Insights for Investors