Workiva Inc
WK- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001445305
In the last 90 days, Workiva Inc insiders filed 0 open-market purchases and 1 sale; 306 institutions reported holding it in 13F filings for Q2 2026, worth $2.41B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Workiva Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 306
- −7 vs. Q1 2026
- Shares held
- 49.6M
- +867.3K (+1.8%) vs. Q1 2026
- Total value
- $2.41B
- −$504.6M (−17.3%) vs. Q1 2026
- New holders
- 63
- 120 more added
- Sold out
- 70
- 88 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 306 | $2.41B |
| Q1 2026 | 315 | $2.92B |
| Q4 2025 | 348 | $4.32B |
| Q3 2025 | 314 | $4.16B |
| Q2 2025 | 313 | $3.17B |
| Q1 2025 | 330 | $3.59B |
| Q4 2024 | 316 | $5.17B |
| Q3 2024 | 295 | $3.64B |
| Q2 2024 | 300 | $3.42B |
| Q1 2024 | 302 | $4.03B |
| Q4 2023 | 325 | $4.81B |
| Q3 2023 | 333 | $4.69B |
| Q2 2023 | 306 | $4.62B |
| Q1 2023 | 311 | $4.61B |
| Q4 2022 | 271 | $3.75B |
| Q3 2022 | 262 | $3.41B |
| Q2 2022 | 252 | $2.92B |
| Q1 2022 | 287 | $5.23B |
| Q4 2021 | 319 | $5.52B |
| Q3 2021 | 283 | $5.86B |
| Q2 2021 | 250 | $4.33B |
| Q1 2021 | 238 | $3.27B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,507,490 | $267.2M | 0.00% | +870,420+18.8% | Added |
| Vanguard Portfolio Management LLC | 4,046,352 | $196.3M | 0.01% | +90,685+2.3% | Added |
| Jericho Capital Asset Management L.P. | 3,482,515 | $168.9M | 1.40% | +1,016,770+41.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,578,108 | $125.1M | 0.36% | +898,320+53.5% | Added |
| Vanguard Capital Management LLC | 2,287,053 | $110.9M | 0.00% | +30,150+1.3% | Added |
| FMR LLC | 1,697,045 | $82.3M | 0.00% | −88,678−5.0% | Reduced |
| State Street Corp | 1,475,546 | $71.6M | 0.00% | +199,623+15.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,420,426 | $68.9M | 0.03% | +310,780+28.0% | Added |
| Geode Capital Management, LLC | 1,294,139 | $62.8M | 0.00% | +66,830+5.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,268,192 | $61.5M | 0.81% | +46,631+3.8% | Added |
| Squarepoint Ops LLC | 1,247,400 | $60.5M | 0.12% | +655,396+110.7% | Added |
| First Trust Advisors LP | 1,126,475 | $54.6M | 0.03% | +263,539+30.5% | Added |
| Price T Rowe Associates Inc | 966,637 | $46.9M | 0.00% | +427,595+79.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 943,485 | $45.8M | 0.12% | +21,318+2.3% | Added |
| Topline Capital Management, LLC | 871,101 | $42.3M | 10.96% | −178,989−17.0% | Reduced |
| Mairs & Power Inc | 829,491 | $40.2M | 0.37% | +113,851+15.9% | Added |
| Bank of America Corp | 804,184 | $39.0M | 0.00% | +409,243+103.6% | Added |
| UBS Group AG | 787,654 | $38.2M | 0.01% | −340,334−30.2% | Reduced |
| AQR Capital Management LLC | 713,213 | $34.6M | 0.01% | +376,920+112.1% | Added |
| Qube Research & Technologies Ltd | 699,733 | $33.9M | 0.04% | +336,400+92.6% | Added |
| Goldman Sachs Group Inc | 669,715 | $32.5M | 0.00% | −141,815−17.5% | Reduced |
| Irenic Capital Management LP | 552,010 | $26.8M | 1.93% | 00.0% | Unchanged |
| Northern Trust Corp | 527,937 | $25.6M | 0.00% | +45,381+9.4% | Added |
| Morgan Stanley | 526,630 | $25.5M | 0.00% | +224,355+74.2% | Added |
| Loomis Sayles & Co L P | 487,357 | $23.6M | 0.03% | −27,579−5.4% | Reduced |
| Conestoga Capital Advisors, LLC | 467,432 | $22.7M | 0.49% | −287,121−38.1% | Reduced |
| Charles Schwab Investment Management Inc | 437,170 | $21.2M | 0.00% | +10,011+2.3% | Added |
| Riverbridge Partners LLC | 436,284 | $21.2M | 0.59% | −214,959−33.0% | Reduced |
| Vanguard Fiduciary Trust Co | 373,816 | $18.1M | 0.00% | +13,294+3.7% | Added |
| Citadel Advisors LLC | 349,937 | $17.0M | 0.01% | −342,318−49.4% | Reduced |
| Acadian Asset Management LLC | 340,141 | $16.5M | 0.02% | +320,754+1,654.5% | Added |
| Marshall Wace, LLP | 331,483 | $16.1M | 0.01% | +324,865+4,908.8% | Added |
| Two Sigma Investments, LP | 320,421 | $15.5M | 0.01% | +81,980+34.4% | Added |
| TimesSquare Capital Management, LLC | 319,434 | $15.5M | 0.23% | −126,931−28.4% | Reduced |
| Nuveen, LLC | 318,573 | $15.5M | 0.00% | −169,355−34.7% | Reduced |
| Susquehanna International Group, LLP | 284,628 | $13.8M | 0.01% | +258,429+986.4% | Added |
| Ranger Investment Management, L.P. | 266,945 | $12.9M | 0.82% | −75,240−22.0% | Reduced |
| Polygon Management Ltd. | 250,000 | $12.1M | 1.97% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 243,581 | $11.8M | 0.01% | +128,822+112.3% | Added |
| Bank of New York Mellon Corp | 211,125 | $10.2M | 0.00% | −16,301−7.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 207,280 | $10.1M | 0.19% | +207,280 | New |
| Man Group plc | 194,813 | $9.45M | 0.02% | +104,206+115.0% | Added |
| Royal Bank of Canada | 187,975 | $9.12M | 0.00% | −35,361−15.8% | Reduced |
| Federated Hermes, Inc. | 176,026 | $8.54M | 0.01% | +55,815+46.4% | Added |
| JPMorgan Chase & Co | 164,697 | $8.16M | 0.00% | −26,325−13.8% | Reduced |
| Impax Asset Management Group plc | 162,086 | $7.86M | 0.05% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 160,793 | $7.80M | 0.01% | +24,950+18.4% | Added |
| XTX Topco Ltd | 159,959 | $7.76M | 0.10% | +144,157+912.3% | Added |
| Private Wealth Asset Management, LLC | 158,000 | $7.66M | 0.74% | 00.0% | Unchanged |
| Cadian Capital Management, LP | 144,200 | $7.00M | 0.53% | +144,200 | New |
| Royce & Associates LP | 140,000 | $6.79M | 0.05% | +140,000 | New |
| Canada Pension Plan Investment Board | 132,100 | $6.41M | 0.00% | −1,500−1.1% | Reduced |
| Renaissance Technologies LLC | 129,540 | $6.28M | 0.01% | −79,600−38.1% | Reduced |
| Brown Capital Management LLC | 128,497 | $6.23M | 1.25% | −20,500−13.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 119,503 | $5.80M | 0.01% | −19,011−13.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 119,357 | $5.79M | 0.02% | +106,834+853.1% | Added |
| UBS Asset Management Americas Inc | 117,899 | $5.72M | 0.00% | −9,540−7.5% | Reduced |
| OP Asset Management Ltd | 111,991 | $5.43M | 0.06% | +51,814+86.1% | Added |
| Harbor Capital Advisors, Inc. | 111,613 | $5.41M | 0.37% | +39,961+55.8% | Added |
| HRT Financial LP | 109,498 | $5.31M | 0.01% | +109,498 | New |
| Point72 Asset Management, L.P. | 105,127 | $5.10M | 0.01% | +105,127 | New |
| Swiss National Bank | 101,421 | $4.92M | 0.00% | +2,900+2.9% | Added |
| Algert Global LLC | 101,150 | $4.91M | 0.06% | +63,350+167.6% | Added |
| Lakehouse Capital Pty Ltd | 101,026 | $4.90M | 5.42% | −83,082−45.1% | Reduced |
| Fifth Third Bancorp | 99,711 | $4.84M | 0.01% | −17,584−15.0% | Reduced |
| Assenagon Asset Management S.A. | 96,074 | $4.66M | 0.01% | +96,074 | New |
| Praesidium Investment Management Company, LLC | 95,218 | $4.62M | 2.15% | −55,191−36.7% | Reduced |
| King Luther Capital Management Corp | 91,698 | $4.45M | 0.02% | +8,137+9.7% | Added |
| Mutual of America Capital Management LLC | 91,198 | $4.42M | 0.04% | −4,723−4.9% | Reduced |
| Madison Asset Management, LLC | 89,980 | $4.36M | 0.05% | +28,228+45.7% | Added |
| Jefferies Financial Group Inc. | 87,532 | $4.25M | 0.04% | +1,032+1.2% | Added |
| LGT Fund Management Co Ltd. | 85,800 | $4.16M | 0.17% | +85,800 | New |
| Nicholas Company, Inc. | 83,809 | $4.07M | 0.07% | +3,280+4.1% | Added |
| Summit Creek Advisors LLC | 80,717 | $3.92M | 1.33% | −10,452−11.5% | Reduced |
| CIBC Bancorp USA Inc. | 79,515 | $3.86M | 0.00% | −1,204−1.5% | Reduced |
| Alliancebernstein L.P. | 64,556 | $3.85M | 0.00% | +5,277+8.9% | Added |
| Balyasny Asset Management LLC | 78,981 | $3.83M | 0.01% | +58,042+277.2% | Added |
| Barclays PLC | 77,268 | $3.75M | 0.00% | +29,406+61.4% | Added |
| BNP Paribas Arbitrage, SA | 76,943 | $3.73M | 0.00% | +54,001+235.4% | Added |
| State of Wisconsin Investment Board | 74,360 | $3.61M | 0.01% | −5,446−6.8% | Reduced |
| Dark Forest Capital Management LP | 70,441 | $3.42M | 0.22% | +45,112+178.1% | Added |
| Deutsche Bank AG | 68,129 | $3.30M | 0.00% | +9,076+15.4% | Added |
| Great West Life Assurance Co | 67,595 | $3.28M | 0.01% | +5,658+9.1% | Added |
| Rhumbline Advisers | 66,866 | $3.24M | 0.00% | +50+0.1% | Added |
| Engineers Gate Manager LP | 66,202 | $3.21M | 0.04% | +6,357+10.6% | Added |
| SEI Investments Co | 65,093 | $3.16M | 0.00% | +12,970+24.9% | Added |
| Ameriprise Financial Inc | 61,751 | $3.00M | 0.00% | −211,936−77.4% | Reduced |
| California State Teachers Retirement System | 59,837 | $2.90M | 0.00% | −1,729−2.8% | Reduced |
| Citigroup Inc | 56,272 | $2.73M | 0.00% | +6,211+12.4% | Added |
| Kopp Family Office, LLC | 55,807 | $2.71M | 1.66% | −59−0.1% | Reduced |
| Voloridge Investment Management, LLC | 54,783 | $2.66M | 0.01% | +54,783 | New |
| Victory Capital Management Inc | 53,737 | $2.61M | 0.00% | +47,971+832.0% | Added |
| Abacus Planning Group, Inc. | 52,954 | $2.57M | 0.32% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 52,312 | $2.54M | 0.00% | +15,387+41.7% | Added |
| Verition Fund Management LLC | 51,700 | $2.51M | 0.02% | +51,700 | New |
| Wells Fargo & Company | 51,166 | $2.48M | 0.00% | +5,714+12.6% | Added |
| Prudential Financial Inc | 50,800 | $2.46M | 0.00% | −30,050−37.2% | Reduced |
| Invesco Ltd. | 50,608 | $2.45M | 0.00% | +2,068+4.3% | Added |
| Vanguard Asset Management, Ltd | 50,216 | $2.44M | 0.00% | +3,834+8.3% | Added |
| Envestnet Asset Management Inc | 48,687 | $2.36M | 0.00% | −5,203−9.7% | Reduced |