Skip to main content

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 2021

Institutional positions in Workiva Inc as of Jun 30, 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
250
+12 vs. Q1 2021
Shares held
38.9M
+1.87M (+5.0%) vs. Q1 2021
Total value
$4.33B
+$1.06B (+32.5%) vs. Q1 2021
New holders
38
106 more added
Sold out
26
67 more reduced

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 250 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 heldQ2 2021: $4.33B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2021.

Institutions holding WK in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc4,268,702$475.2M0.01%+121,366+2.9%Added
BlackRock Inc.2,817,118$313.6M0.01%−128,954−4.4%Reduced
Brown Advisory Inc2,503,568$278.7M0.42%+119,807+5.0%Added
Price T Rowe Associates Inc2,206,801$245.7M0.02%+292,834+15.3%Added
FMR LLC2,032,036$226.2M0.02%+332,196+19.5%Added
Riverbridge Partners LLC1,604,202$178.6M1.81%+72,386+4.7%Added
Granahan Investment Management Inc1,341,342$149.3M2.78%−66,196−4.7%Reduced
Renaissance Technologies LLC1,157,400$128.9M0.16%−194,300−14.4%Reduced
William Blair Investment Management, LLC1,154,294$128.5M0.40%−19,360−1.6%Reduced
Praesidium Investment Management Company, LLC1,104,194$122.9M6.56%+65,174+6.3%Added
Champlain Investment Partners, LLC1,087,895$121.1M0.58%+133,695+14.0%Added
State Street Corp868,783$96.7M0.01%+92,066+11.9%Added
Ameriprise Financial Inc774,267$86.2M0.03%+41,956+5.7%Added
Conestoga Capital Advisors, LLC727,470$81.0M1.17%+201,795+38.4%Added
Geode Capital Management, LLC687,935$76.6M0.01%+40,802+6.3%Added
Ranger Investment Management, L.P.682,229$76.0M3.97%−15,419−2.2%Reduced
Thrivent Financial for Lutherans635,170$70.7M0.14%+51,188+8.8%Added
Northern Trust Corp609,495$67.9M0.01%+2,644+0.4%Added
Standard Life Aberdeen plc576,426$64.2M0.14%+60,116+11.6%Added
D. E. Shaw & Co., Inc.488,367$54.4M0.06%−112,935−18.8%Reduced
Washington Harbour Partners LP470,859$52.4M8.26%+50,148+11.9%Added
First Trust Advisors LP457,464$50.9M0.06%−13,064−2.8%Reduced
Mairs & Power Inc454,750$50.6M0.50%+22,490+5.2%Added
Arrowstreet Capital, Limited Partnership423,868$47.2M0.06%+9,000+2.2%Added
Bank of New York Mellon Corp422,573$47.0M0.01%+6,642+1.6%Added
Mirae Asset Global Investments Co., Ltd.411,346$45.8M0.13%+403,896+5,421.4%Added
Wells Fargo & Company391,388$43.6M0.01%+72,276+22.6%Added
Norges Bank372,380$41.5M0.01%−120,085−24.4%Reduced
DF Dent & Co Inc343,476$38.2M0.41%+26,604+8.4%Added
Nuveen Asset Management, LLC334,101$37.2M0.01%−45,752−12.0%Reduced
Artisan Partners Limited Partnership326,151$36.3M0.04%+326,151New
Charles Schwab Investment Management Inc308,244$34.3M0.01%+28,431+10.2%Added
Bank of America Corp285,419$31.8M0.00%+11,736+4.3%Added
Goldman Sachs Group Inc280,749$31.3M0.01%+12,122+4.5%Added
Silvercrest Asset Management Group LLC276,777$30.8M0.20%+5,458+2.0%Added
Federated Hermes, Inc.274,986$30.6M0.06%+1,332+0.5%Added
Two Sigma Investments, LP266,698$29.7M0.08%−87,956−24.8%Reduced
Redwood Investments, LLC265,536$29.6M2.38%−1,796−0.7%Reduced
Two Sigma Advisers, LP258,600$28.8M0.08%−2,100−0.8%Reduced
Russell Investments Group, Ltd.185,129$20.6M0.03%+3,890+2.1%Added
Credit Suisse AG181,023$20.5M0.02%+270+0.1%Added
UBS Group AG162,524$18.1M0.01%+109,090+204.2%Added
JPMorgan Chase & Co159,063$17.7M0.00%+47,738+42.9%Added
G2 Investment Partners Management LLC153,759$17.1M2.82%+5,104+3.4%Added
Fuller & Thaler Asset Management, Inc.144,904$16.1M0.10%−4,741−3.2%Reduced
Nordea Investment Management AB140,450$15.6M0.02%+12,448+9.7%Added
Millennium Management LLC136,336$15.2M0.02%−77,741−36.3%Reduced
New York State Common Retirement Fund121,936$13.6M0.01%−29,970−19.7%Reduced
Great West Life Assurance Co119,462$13.3M0.03%−143−0.1%Reduced
Morgan Stanley115,250$12.8M0.00%+21,779+23.3%Added
ArrowMark Colorado Holdings LLC108,380$12.1M0.09%−4,213−3.7%Reduced
Impax Asset Management Group plc96,814$10.8M0.05%+6,814+7.6%Added
Invesco Ltd.96,614$10.8M0.00%+52,343+118.2%Added
Deutsche Bank AG95,723$10.7M0.01%−1,158−1.2%Reduced
California Public Employees Retirement System91,664$10.2M0.01%−968−1.0%Reduced
Assenagon Asset Management S.A.87,728$9.77M0.04%+87,728New
Swiss National Bank82,621$9.20M0.01%+500+0.6%Added
Citigroup Inc79,674$8.87M0.01%−3,045−3.7%Reduced
Comerica Bank63,980$8.63M0.05%+17,250+36.9%Added
EULAV Asset Management76,400$8.51M0.22%00.0%Unchanged
Orser Capital Management, LLC71,800$7.99M4.21%−145−0.2%Reduced
Envestnet Asset Management Inc71,701$7.98M0.00%+8,442+13.3%Added
Pier Capital, LLC70,340$7.83M0.79%−10,027−12.5%Reduced
Collaborative Holdings Management LP70,000$7.79M3.76%00.0%Unchanged
Frontier Capital Management Co LLC62,552$6.96M0.05%+7,495+13.6%Added
Oppenheimer Asset Management Inc.59,421$6.62M0.09%+288+0.5%Added
Man Group plc58,181$6.48M0.02%−33,320−36.4%Reduced
California State Teachers Retirement System57,934$6.45M0.01%−1,965−3.3%Reduced
Ingalls & Snyder LLC57,634$6.42M0.29%+4,583+8.6%Added
Parametric Portfolio Associates LLC56,524$6.29M0.00%+8,020+16.5%Added
Royal Bank of Canada55,984$6.23M0.00%+8,497+17.9%Added
Advantage Alpha Capital Partners LP54,441$6.06M1.17%+54,441New
Alliancebernstein L.P.52,480$5.84M0.00%00.0%Unchanged
SEI Investments Co51,921$5.78M0.01%+7,472+16.8%Added
King Luther Capital Management Corp47,167$5.25M0.03%+6,400+15.7%Added
George Kaiser Family Foundation45,905$5.11M0.83%+6,996+18.0%Added
Eaton Vance Management45,300$5.04M0.01%−109−0.2%Reduced
Segall Bryant & Hamill, LLC44,216$4.92M0.05%−17,587−28.5%Reduced
UBS Asset Management Americas Inc42,887$4.77M0.00%+2,230+5.5%Added
Alamar Capital Management, LLC42,254$4.70M4.11%+430+1.0%Added
Rhumbline Advisers41,783$4.65M0.01%−774−1.8%Reduced
SG Americas Securities, LLC41,660$4.64M0.02%+35,175+542.4%Added
Resources Investment Advisors, LLC.40,512$4.51M0.19%+120.0%Added
Citadel Advisors LLC36,914$4.11M0.00%−39,917−52.0%Reduced
Advisory Research Inc36,228$4.03M0.27%+20,977+137.5%Added
HighTower Advisors, LLC33,809$3.76M0.01%−3,419−9.2%Reduced
NZS Capital, LLC31,690$3.53M0.32%+31,690New
Rosenblum Silverman Sutton S F Inc31,675$3.53M0.79%+4,620+17.1%Added
Raymond James & Associates31,555$3.51M0.00%+7,918+33.5%Added
Cubist Systematic Strategies, LLC29,535$3.29M0.04%−7,958−21.2%Reduced
Driehaus Capital Management LLC29,200$3.25M0.04%+29,200New
Occudo Quantitative Strategies LP27,688$3.08M0.47%+12,134+78.0%Added
State of New Jersey Common Pension Fund D27,470$3.06M0.01%+4,750+20.9%Added
Knights of Columbus Asset Advisors LLC27,321$3.04M0.28%+27,321New
Legal & General Group Plc24,173$2.69M0.00%+133+0.6%Added
Manufacturers Life Insurance Company, The23,723$2.64M0.00%+1,319+5.9%Added
American International Group, Inc.23,548$2.62M0.01%+397+1.7%Added
Engineers Gate Manager LP22,487$2.50M0.16%−10,579−32.0%Reduced
EAM Investors, LLC22,181$2.47M0.38%+3,322+17.6%Added
US Bancorp21,839$2.43M0.00%+34+0.2%Added