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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
Assetmark, Inc4$00.00%––
Rockefeller Capital Management L.P.11$00.00%––
Arkadios Wealth Advisors8$00.00%––
First Horizon Corp18$1.00K0.00%––
Baystate Wealth Management LLC9$1.00K0.00%––
NEXT Financial Group, Inc14$1.00K0.00%––
Parallel Advisors, LLC12$1.00K0.00%––
Meridian Wealth Partners, LLC6$1.00K0.00%––
Newbridge Financial Services Group, Inc.3$1.00K0.00%––
Enterprise Financial Services Corp23$2.00K0.00%––
Lindbrook Capital, LLC22$2.00K0.00%––
Evoke Wealth, LLC18$2.00K0.00%––
AdvisorNet Financial, Inc37$3.00K0.00%––
Alpha DNA Investment Management LLC34$3.00K0.00%––
TCI Wealth Advisors, Inc.44$4.00K0.00%––
Iron Horse Wealth Management, LLC50$4.00K0.00%––
Quadrant Capital Group LLC58$5.00K0.00%––
Spire Wealth Management53$5.00K0.00%––
HC Financial Advisors Inc130$11.0K0.01%––
Berman Capital Advisors, LLC189$16.0K0.00%––
International Assets Investment Management, LLC172$16.0K0.00%––
Signaturefd, LLC188$17.0K0.00%––
Carroll Financial Associates, Inc.223$19.0K0.00%––
Retirement Group, LLC225$20.0K0.01%––
Migdal Insurance & Financial Holdings Ltd.283$25.0K0.00%––
Huntington National Bank293$26.0K0.00%––
Private Capital Group, LLC297$26.0K0.01%––
Sowell Financial Services LLC337$29.0K0.00%––
Captrust Financial Advisors353$31.0K0.00%––
Stonebridge Capital Advisors LLC469$41.0K0.01%––
Proequities, Inc.726$64.0K0.00%––
First Horizon Advisors, Inc.794$70.0K0.00%––
Altshuler Shaham Ltd874$77.0K0.00%––
Acadian Asset Management LLC900$79.0K0.00%––
GPS Wealth Strategies Group, LLC900$79.0K0.02%––
FORA Capital, LLC1,088$96.0K0.03%––
First Mercantile Trust Co1,159$102.0K0.01%––
Macquarie Group Ltd1,193$105.0K0.00%––
Panagora Asset Management Inc1,227$108.0K0.00%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,369$120.8K0.00%––
TD Private Client Wealth LLC1,492$131.7K0.01%––
Point72 Hong Kong Ltd1,490$132.0K0.01%––
Fifth Third Bancorp1,597$141.0K0.00%––
Nisa Investment Advisors, LLC1,600$141.0K0.00%––
Parkside Financial Bank & Trust1,677$148.0K0.04%––
Sageworth Trust Co1,833$162.0K0.01%––
STRS Ohio2,200$194.0K0.00%––
Franklin Resources Inc2,209$195.0K0.00%––
Cresset Asset Management, LLC2,285$202.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund2,300$203.0K0.00%––
Simplex Trading, LLC2,371$209.0K0.01%––
GWM Advisors LLC2,379$210.0K0.01%––
Gsa Capital Partners LLP2,428$214.0K0.04%––
DuPont Capital Management Corp2,443$216.0K0.01%––
Petrus Trust Company, LTA2,525$223.0K0.02%––
Beacon Pointe Advisors, LLC2,555$226.0K0.01%––
Cornerstone Wealth Advisors, Inc.2,735$241.0K0.09%––
First Republic Investment Management, Inc.2,767$244.0K0.00%––
M&T Bank Corp2,859$253.0K0.00%––
Dorsey & Whitney Trust CO LLC2,950$260.0K0.03%––
Pictet Asset Management Ltd3,000$265.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,029$267.0K0.00%––
Tower Research Capital LLC (TRC)3,049$269.0K0.00%––
Janney Montgomery Scott LLC3,086$272.0K0.00%––
Quantbot Technologies LP3,216$283.0K0.03%––
Ameritas Investment Partners, Inc.3,231$285.0K0.01%––
Hardy Reed LLC3,291$290.0K0.06%––
State of Wisconsin Investment Board3,300$291.0K0.00%––
Gilbert & Cook, Inc.3,300$291.0K0.06%––
Winton Group Ltd3,394$300.0K0.02%––
Advisor Group Holdings, Inc.3,678$325.0K0.00%––
Seven Eight Capital, LP3,600$330.0K0.08%––
Asset Management One Co.,Ltd.3,853$340.0K0.00%––
Teacher Retirement System of Texas3,879$342.0K0.00%––
Victory Capital Management Inc4,110$363.0K0.00%––
M&G Investment Management Ltd4,145$365.0K0.00%––
Foster Group, Inc.4,158$367.0K0.06%––
Gyon Technologies Capital Management, LP4,175$368.0K0.16%––
Twinbeech Capital LP4,220$372.0K0.05%––
Synovus Financial Corp4,361$383.0K0.00%––
We Are One Seven, LLC4,372$385.0K0.07%––
Prudential Financial Inc4,371$386.0K0.00%––
Diversified Trust Co4,400$388.0K0.01%––
O'Shaughnessy Asset Management, LLC4,793$423.0K0.01%––
AMP Capital Investors Ltd4,800$424.0K0.00%––
Sage Rhino Capital LLC5,000$441.0K0.14%––
Public Employees Retirement Association of Colorado5,003$442.0K0.00%––
Trexquant Investment LP5,051$446.0K0.04%––
Jump Financial, LLC5,324$470.0K0.04%––
American Century Companies Inc5,490$485.0K0.00%––
Blair William & Co5,527$488.0K0.00%––
Gotham Asset Management, LLC5,607$495.0K0.02%––
Amalgamated Bank5,655$499.0K0.02%––
LPL Financial LLC5,853$517.0K0.00%––
Mackay Shields LLC5,900$521.0K0.00%––
First Hawaiian Bank6,223$549.0K0.02%––
SG Americas Securities, LLC6,485$572.0K0.00%––
Oak Associates, Ltd6,725$594.0K0.04%––
Quantinno Capital Management LP6,741$595.0K0.65%––
Athanor Capital, LP7,037$621.0K0.03%––