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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
Commonwealth Equity Services, LLC7,254$640.0K0.00%––
Mirae Asset Global Investments Co., Ltd.7,450$658.0K0.00%––
BNP Paribas Arbitrage, SA7,940$700.8K0.00%––
AQR Capital Management LLC7,941$701.0K0.00%––
Creative Planning8,174$721.0K0.00%––
Principal Financial Group Inc8,472$748.0K0.00%––
Handelsbanken Fonder AB8,500$750.0K0.00%––
Candriam Luxembourg S.C.A.8,970$785.0K0.01%––
CWM, LLC7,065$787.0K0.01%––
Dynamic Technology Lab Private Ltd9,148$807.0K0.09%––
Stifel Financial Corp9,239$815.0K0.00%––
PDT Partners, LLC9,278$819.0K0.06%––
Legacy Bridge, LLC9,637$851.0K0.55%––
Arizona State Retirement System10,453$923.0K0.01%––
FDx Advisors, Inc.10,500$927.0K0.03%––
Baird Financial Group, Inc.10,566$933.0K0.00%––
ProShare Advisors LLC10,675$942.0K0.00%––
Metropolitan Life Insurance Co10,714$945.6K0.01%––
Affinity Investment Advisors, LLC10,749$949.0K0.35%––
Mitsubishi UFJ Trust & Banking Corp10,798$953.0K0.00%––
Icon Wealth Partners, LLC11,130$982.0K0.12%––
Los Angeles Capital Management LLC12,380$1.09M0.00%––
Financial Counselors Inc13,000$1.15M0.03%––
Jane Street Group, LLC13,134$1.16M0.00%––
QS Investors, LLC13,250$1.17M0.01%––
NN Investment Partners Holdings N.V.13,700$1.21M0.01%––
The PNC Financial Services Group, Inc.14,328$1.26M0.00%––
State Board of Administration of Florida Retirement System14,874$1.31M0.00%––
Advisory Research Inc15,251$1.35M0.09%––
MetLife Investment Management15,372$1.36M0.01%––
Susquehanna International Group, LLP15,524$1.37M0.00%––
Voloridge Investment Management, LLC15,532$1.37M0.01%––
Occudo Quantitative Strategies LP15,554$1.37M0.30%––
First PREMIER Bank15,630$1.38M0.49%––
ExodusPoint Capital Management, LP15,986$1.41M0.03%––
Mariner, LLC17,011$1.50M0.01%––
TD Asset Management Inc17,431$1.54M0.00%––
Voya Investment Management LLC17,439$1.54M0.00%––
Frontier Wealth Management LLC18,415$1.63M0.12%––
Foundry Partners, LLC18,740$1.65M0.05%––
EAM Investors, LLC18,859$1.66M0.25%––
Institutional & Family Asset Management, LLC18,983$1.68M0.33%––
Duality Advisers, LP19,313$1.71M0.15%––
AlphaCrest Capital Management LLC21,400$1.89M0.11%––
US Bancorp21,805$1.92M0.00%––
Manufacturers Life Insurance Company, The22,404$1.98M0.00%––
State of New Jersey Common Pension Fund D22,720$2.00M0.01%––
American International Group, Inc.23,151$2.04M0.01%––
Raymond James & Associates23,637$2.09M0.00%––
Legal & General Group Plc24,040$2.12M0.00%––
Rosenblum Silverman Sutton S F Inc27,055$2.39M0.61%––
Engineers Gate Manager LP33,066$2.92M0.14%––
Barclays PLC34,761$3.07M0.00%––
HighTower Advisors, LLC37,228$3.29M0.01%––
Cubist Systematic Strategies, LLC37,493$3.31M0.04%––
George Kaiser Family Foundation38,909$3.43M0.72%––
Resources Investment Advisors, LLC.40,500$3.58M0.17%––
UBS Asset Management Americas Inc40,657$3.59M0.00%––
King Luther Capital Management Corp40,767$3.60M0.02%––
Bank of Montreal38,279$3.63M0.00%––
Alamar Capital Management, LLC41,824$3.69M3.55%––
Rhumbline Advisers42,557$3.76M0.01%––
Invesco Ltd.44,271$3.91M0.00%––
SEI Investments Co44,449$3.96M0.01%––
Eaton Vance Management45,409$4.01M0.01%––
Royal Bank of Canada47,487$4.19M0.00%––
Parametric Portfolio Associates LLC48,504$4.28M0.00%––
Balyasny Asset Management LLC50,173$4.43M0.03%––
Comerica Bank46,730$4.49M0.03%––
Alliancebernstein L.P.52,480$4.63M0.00%––
Ingalls & Snyder LLC53,051$4.68M0.22%––
UBS Group AG53,434$4.72M0.00%––
Frontier Capital Management Co LLC55,057$4.86M0.04%––
Oppenheimer Asset Management Inc.59,133$5.22M0.08%––
California State Teachers Retirement System59,899$5.29M0.01%––
Segall Bryant & Hamill, LLC61,803$5.45M0.05%––
Envestnet Asset Management Inc63,259$5.58M0.00%––
Collaborative Holdings Management LP70,000$6.18M3.41%––
Orser Capital Management, LLC71,945$6.35M4.21%––
EULAV Asset Management76,400$6.74M0.18%––
Citadel Advisors LLC76,831$6.78M0.01%––
Jacobs Levy Equity Management, Inc78,059$6.89M0.05%––
Pier Capital, LLC80,367$7.09M0.67%––
Swiss National Bank82,121$7.25M0.00%––
Citigroup Inc82,719$7.30M0.01%––
Penn Capital Management Co Inc86,505$7.63M0.79%––
Impax Asset Management Group plc90,000$7.94M0.04%––
Man Group plc91,501$8.08M0.04%––
California Public Employees Retirement System92,632$8.18M0.01%––
Morgan Stanley93,471$8.25M0.00%––
Deutsche Bank AG96,881$8.55M0.00%––
JPMorgan Chase & Co111,325$9.83M0.00%––
ArrowMark Colorado Holdings LLC112,593$9.94M0.07%––
Great West Life Assurance Co119,605$10.6M0.03%––
Nordea Investment Management AB128,002$11.1M0.02%––
G2 Investment Partners Management LLC148,655$13.1M2.10%––
Fuller & Thaler Asset Management, Inc.149,645$13.2M0.09%––
New York State Common Retirement Fund151,906$13.4M0.01%––
Credit Suisse AG180,753$16.0M0.01%––
Russell Investments Group, Ltd.181,239$16.0M0.03%––