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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, Q1 2021

Institutional positions in Workiva Inc as of Mar 31, 2021. 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
238
No complete 13F data for Q4 2020
Shares held
37.0M
No complete 13F data for Q4 2020
Total value
$3.27B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 238 institutions
Q1 2021: 238 institutionsQ2 2021: 250 institutionsQ3 2021: 283 institutionsQ4 2021: 319 institutionsQ1 2022: 287 institutionsQ2 2022: 252 institutionsQ3 2022: 262 institutionsQ4 2022: 271 institutionsQ1 2023: 311 institutionsQ2 2023: 306 institutionsQ3 2023: 333 institutionsQ4 2023: 325 institutionsQ1 2024: 302 institutionsQ2 2024: 300 institutionsQ3 2024: 295 institutionsQ4 2024: 316 institutionsQ1 2025: 330 institutionsQ2 2025: 313 institutionsQ3 2025: 314 institutionsQ4 2025: 348 institutionsQ1 2026: 315 institutionsQ2 2026: 306 institutions
Value heldQ1 2021: $3.27B
Q1 2021: $3.27BQ2 2021: $4.33BQ3 2021: $5.86BQ4 2021: $5.52BQ1 2022: $5.23BQ2 2022: $2.92BQ3 2022: $3.41BQ4 2022: $3.75BQ1 2023: $4.61BQ2 2023: $4.62BQ3 2023: $4.69BQ4 2023: $4.81BQ1 2024: $4.03BQ2 2024: $3.42BQ3 2024: $3.64BQ4 2024: $5.17BQ1 2025: $3.59BQ2 2025: $3.17BQ3 2025: $4.16BQ4 2025: $4.32BQ1 2026: $2.92BQ2 2026: $2.41B
Institutions holding WK and their total value by quarter
QuarterHoldersValue
Q2 2026306$2.41B
Q1 2026315$2.92B
Q4 2025348$4.32B
Q3 2025314$4.16B
Q2 2025313$3.17B
Q1 2025330$3.59B
Q4 2024316$5.17B
Q3 2024295$3.64B
Q2 2024300$3.42B
Q1 2024302$4.03B
Q4 2023325$4.81B
Q3 2023333$4.69B
Q2 2023306$4.62B
Q1 2023311$4.61B
Q4 2022271$3.75B
Q3 2022262$3.41B
Q2 2022252$2.92B
Q1 2022287$5.23B
Q4 2021319$5.52B
Q3 2021283$5.86B
Q2 2021250$4.33B
Q1 2021238$3.27B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Workiva Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WK in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,147,336$366.0M0.01%––
BlackRock Inc.2,946,072$260.0M0.01%––
Brown Advisory Inc2,383,761$210.4M0.36%––
Price T Rowe Associates Inc1,913,967$168.9M0.02%––
FMR LLC1,699,840$150.0M0.01%––
Riverbridge Partners LLC1,531,816$135.2M1.54%––
Granahan Investment Management Inc1,407,538$124.2M2.63%––
Renaissance Technologies LLC1,351,700$119.3M0.15%––
William Blair Investment Management, LLC1,173,654$103.6M0.34%––
Praesidium Investment Management Company, LLC1,039,020$91.7M4.73%––
Champlain Investment Partners, LLC954,200$84.2M0.44%––
State Street Corp776,717$68.6M0.00%––
Ameriprise Financial Inc732,311$64.6M0.02%––
Ranger Investment Management, L.P.697,648$61.6M3.39%––
Geode Capital Management, LLC647,133$57.1M0.01%––
Northern Trust Corp606,851$53.6M0.01%––
D. E. Shaw & Co., Inc.601,302$53.1M0.07%––
Thrivent Financial for Lutherans583,982$51.5M0.11%––
Conestoga Capital Advisors, LLC525,675$46.4M0.70%––
Standard Life Aberdeen plc516,310$45.6M0.10%––
Norges Bank492,465$43.5M0.01%––
First Trust Advisors LP470,528$41.5M0.05%––
Mairs & Power Inc432,260$38.2M0.40%––
Washington Harbour Partners LP420,711$37.1M6.22%––
Bank of New York Mellon Corp415,931$36.7M0.01%––
Arrowstreet Capital, Limited Partnership414,868$36.6M0.05%––
Nuveen Asset Management, LLC379,853$33.5M0.01%––
Two Sigma Investments, LP354,654$31.3M0.10%––
Wells Fargo & Company319,112$28.2M0.01%––
DF Dent & Co Inc316,872$28.0M0.32%––
Charles Schwab Investment Management Inc279,813$24.7M0.01%––
Bank of America Corp273,683$24.2M0.00%––
Federated Hermes, Inc.273,654$24.2M0.05%––
Silvercrest Asset Management Group LLC271,319$23.9M0.16%––
Goldman Sachs Group Inc268,627$23.7M0.01%––
Redwood Investments, LLC267,332$23.6M2.07%––
Two Sigma Advisers, LP260,700$23.0M0.06%––
Millennium Management LLC214,077$18.9M0.03%––
Russell Investments Group, Ltd.181,239$16.0M0.03%––
Credit Suisse AG180,753$16.0M0.01%––
New York State Common Retirement Fund151,906$13.4M0.01%––
Fuller & Thaler Asset Management, Inc.149,645$13.2M0.09%––
G2 Investment Partners Management LLC148,655$13.1M2.10%––
Nordea Investment Management AB128,002$11.1M0.02%––
Great West Life Assurance Co119,605$10.6M0.03%––
ArrowMark Colorado Holdings LLC112,593$9.94M0.07%––
JPMorgan Chase & Co111,325$9.83M0.00%––
Deutsche Bank AG96,881$8.55M0.00%––
Morgan Stanley93,471$8.25M0.00%––
California Public Employees Retirement System92,632$8.18M0.01%––
Man Group plc91,501$8.08M0.04%––
Impax Asset Management Group plc90,000$7.94M0.04%––
Penn Capital Management Co Inc86,505$7.63M0.79%––
Citigroup Inc82,719$7.30M0.01%––
Swiss National Bank82,121$7.25M0.00%––
Pier Capital, LLC80,367$7.09M0.67%––
Jacobs Levy Equity Management, Inc78,059$6.89M0.05%––
Citadel Advisors LLC76,831$6.78M0.01%––
EULAV Asset Management76,400$6.74M0.18%––
Orser Capital Management, LLC71,945$6.35M4.21%––
Collaborative Holdings Management LP70,000$6.18M3.41%––
Envestnet Asset Management Inc63,259$5.58M0.00%––
Segall Bryant & Hamill, LLC61,803$5.45M0.05%––
California State Teachers Retirement System59,899$5.29M0.01%––
Oppenheimer Asset Management Inc.59,133$5.22M0.08%––
Frontier Capital Management Co LLC55,057$4.86M0.04%––
UBS Group AG53,434$4.72M0.00%––
Ingalls & Snyder LLC53,051$4.68M0.22%––
Alliancebernstein L.P.52,480$4.63M0.00%––
Comerica Bank46,730$4.49M0.03%––
Balyasny Asset Management LLC50,173$4.43M0.03%––
Parametric Portfolio Associates LLC48,504$4.28M0.00%––
Royal Bank of Canada47,487$4.19M0.00%––
Eaton Vance Management45,409$4.01M0.01%––
SEI Investments Co44,449$3.96M0.01%––
Invesco Ltd.44,271$3.91M0.00%––
Rhumbline Advisers42,557$3.76M0.01%––
Alamar Capital Management, LLC41,824$3.69M3.55%––
Bank of Montreal38,279$3.63M0.00%––
King Luther Capital Management Corp40,767$3.60M0.02%––
UBS Asset Management Americas Inc40,657$3.59M0.00%––
Resources Investment Advisors, LLC.40,500$3.58M0.17%––
George Kaiser Family Foundation38,909$3.43M0.72%––
Cubist Systematic Strategies, LLC37,493$3.31M0.04%––
HighTower Advisors, LLC37,228$3.29M0.01%––
Barclays PLC34,761$3.07M0.00%––
Engineers Gate Manager LP33,066$2.92M0.14%––
Rosenblum Silverman Sutton S F Inc27,055$2.39M0.61%––
Legal & General Group Plc24,040$2.12M0.00%––
Raymond James & Associates23,637$2.09M0.00%––
American International Group, Inc.23,151$2.04M0.01%––
State of New Jersey Common Pension Fund D22,720$2.00M0.01%––
Manufacturers Life Insurance Company, The22,404$1.98M0.00%––
US Bancorp21,805$1.92M0.00%––
AlphaCrest Capital Management LLC21,400$1.89M0.11%––
Duality Advisers, LP19,313$1.71M0.15%––
Institutional & Family Asset Management, LLC18,983$1.68M0.33%––
EAM Investors, LLC18,859$1.66M0.25%––
Foundry Partners, LLC18,740$1.65M0.05%––
Frontier Wealth Management LLC18,415$1.63M0.12%––