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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
Voya Investment Management LLC17,439$1.54M0.00%––
TD Asset Management Inc17,431$1.54M0.00%––
Mariner, LLC17,011$1.50M0.01%––
ExodusPoint Capital Management, LP15,986$1.41M0.03%––
First PREMIER Bank15,630$1.38M0.49%––
Occudo Quantitative Strategies LP15,554$1.37M0.30%––
Voloridge Investment Management, LLC15,532$1.37M0.01%––
Susquehanna International Group, LLP15,524$1.37M0.00%––
MetLife Investment Management15,372$1.36M0.01%––
Advisory Research Inc15,251$1.35M0.09%––
State Board of Administration of Florida Retirement System14,874$1.31M0.00%––
The PNC Financial Services Group, Inc.14,328$1.26M0.00%––
NN Investment Partners Holdings N.V.13,700$1.21M0.01%––
QS Investors, LLC13,250$1.17M0.01%––
Jane Street Group, LLC13,134$1.16M0.00%––
Financial Counselors Inc13,000$1.15M0.03%––
Los Angeles Capital Management LLC12,380$1.09M0.00%––
Icon Wealth Partners, LLC11,130$982.0K0.12%––
Mitsubishi UFJ Trust & Banking Corp10,798$953.0K0.00%––
Affinity Investment Advisors, LLC10,749$949.0K0.35%––
Metropolitan Life Insurance Co10,714$945.6K0.01%––
ProShare Advisors LLC10,675$942.0K0.00%––
Baird Financial Group, Inc.10,566$933.0K0.00%––
FDx Advisors, Inc.10,500$927.0K0.03%––
Arizona State Retirement System10,453$923.0K0.01%––
Legacy Bridge, LLC9,637$851.0K0.55%––
PDT Partners, LLC9,278$819.0K0.06%––
Stifel Financial Corp9,239$815.0K0.00%––
Dynamic Technology Lab Private Ltd9,148$807.0K0.09%––
CWM, LLC7,065$787.0K0.01%––
Candriam Luxembourg S.C.A.8,970$785.0K0.01%––
Handelsbanken Fonder AB8,500$750.0K0.00%––
Principal Financial Group Inc8,472$748.0K0.00%––
Creative Planning8,174$721.0K0.00%––
AQR Capital Management LLC7,941$701.0K0.00%––
BNP Paribas Arbitrage, SA7,940$700.8K0.00%––
Mirae Asset Global Investments Co., Ltd.7,450$658.0K0.00%––
Commonwealth Equity Services, LLC7,254$640.0K0.00%––
Athanor Capital, LP7,037$621.0K0.03%––
Quantinno Capital Management LP6,741$595.0K0.65%––
Oak Associates, Ltd6,725$594.0K0.04%––
SG Americas Securities, LLC6,485$572.0K0.00%––
First Hawaiian Bank6,223$549.0K0.02%––
Mackay Shields LLC5,900$521.0K0.00%––
LPL Financial LLC5,853$517.0K0.00%––
Amalgamated Bank5,655$499.0K0.02%––
Gotham Asset Management, LLC5,607$495.0K0.02%––
Blair William & Co5,527$488.0K0.00%––
American Century Companies Inc5,490$485.0K0.00%––
Jump Financial, LLC5,324$470.0K0.04%––
Trexquant Investment LP5,051$446.0K0.04%––
Public Employees Retirement Association of Colorado5,003$442.0K0.00%––
Sage Rhino Capital LLC5,000$441.0K0.14%––
AMP Capital Investors Ltd4,800$424.0K0.00%––
O'Shaughnessy Asset Management, LLC4,793$423.0K0.01%––
Diversified Trust Co4,400$388.0K0.01%––
Prudential Financial Inc4,371$386.0K0.00%––
We Are One Seven, LLC4,372$385.0K0.07%––
Synovus Financial Corp4,361$383.0K0.00%––
Twinbeech Capital LP4,220$372.0K0.05%––
Gyon Technologies Capital Management, LP4,175$368.0K0.16%––
Foster Group, Inc.4,158$367.0K0.06%––
M&G Investment Management Ltd4,145$365.0K0.00%––
Victory Capital Management Inc4,110$363.0K0.00%––
Teacher Retirement System of Texas3,879$342.0K0.00%––
Asset Management One Co.,Ltd.3,853$340.0K0.00%––
Seven Eight Capital, LP3,600$330.0K0.08%––
Advisor Group Holdings, Inc.3,678$325.0K0.00%––
Winton Group Ltd3,394$300.0K0.02%––
State of Wisconsin Investment Board3,300$291.0K0.00%––
Gilbert & Cook, Inc.3,300$291.0K0.06%––
Hardy Reed LLC3,291$290.0K0.06%––
Ameritas Investment Partners, Inc.3,231$285.0K0.01%––
Quantbot Technologies LP3,216$283.0K0.03%––
Janney Montgomery Scott LLC3,086$272.0K0.00%––
Tower Research Capital LLC (TRC)3,049$269.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,029$267.0K0.00%––
Pictet Asset Management Ltd3,000$265.0K0.00%––
Dorsey & Whitney Trust CO LLC2,950$260.0K0.03%––
M&T Bank Corp2,859$253.0K0.00%––
First Republic Investment Management, Inc.2,767$244.0K0.00%––
Cornerstone Wealth Advisors, Inc.2,735$241.0K0.09%––
Beacon Pointe Advisors, LLC2,555$226.0K0.01%––
Petrus Trust Company, LTA2,525$223.0K0.02%––
DuPont Capital Management Corp2,443$216.0K0.01%––
Gsa Capital Partners LLP2,428$214.0K0.04%––
GWM Advisors LLC2,379$210.0K0.01%––
Simplex Trading, LLC2,371$209.0K0.01%––
Healthcare of Ontario Pension Plan Trust Fund2,300$203.0K0.00%––
Cresset Asset Management, LLC2,285$202.0K0.00%––
Franklin Resources Inc2,209$195.0K0.00%––
STRS Ohio2,200$194.0K0.00%––
Sageworth Trust Co1,833$162.0K0.01%––
Parkside Financial Bank & Trust1,677$148.0K0.04%––
Fifth Third Bancorp1,597$141.0K0.00%––
Nisa Investment Advisors, LLC1,600$141.0K0.00%––
Point72 Hong Kong Ltd1,490$132.0K0.01%––
TD Private Client Wealth LLC1,492$131.7K0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,369$120.8K0.00%––
Panagora Asset Management Inc1,227$108.0K0.00%––