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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 306 | $2.41B |
| Q1 2026 | 315 | $2.92B |
| Q4 2025 | 348 | $4.32B |
| Q3 2025 | 314 | $4.16B |
| Q2 2025 | 313 | $3.17B |
| Q1 2025 | 330 | $3.59B |
| Q4 2024 | 316 | $5.17B |
| Q3 2024 | 295 | $3.64B |
| Q2 2024 | 300 | $3.42B |
| Q1 2024 | 302 | $4.03B |
| Q4 2023 | 325 | $4.81B |
| Q3 2023 | 333 | $4.69B |
| Q2 2023 | 306 | $4.62B |
| Q1 2023 | 311 | $4.61B |
| Q4 2022 | 271 | $3.75B |
| Q3 2022 | 262 | $3.41B |
| Q2 2022 | 252 | $2.92B |
| Q1 2022 | 287 | $5.23B |
| Q4 2021 | 319 | $5.52B |
| Q3 2021 | 283 | $5.86B |
| Q2 2021 | 250 | $4.33B |
| Q1 2021 | 238 | $3.27B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1 | $0 | 0.00% | −57−98.3% | Reduced |
| Arkadios Wealth Advisors | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $0 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Rockefeller Capital Management L.P. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 42 | $5.00K | 0.00% | −1,185−96.6% | Reduced |
| NEXT Financial Group, Inc | 42 | $5.00K | 0.00% | +28+200.0% | Added |
| CVA Family Office, LLC | 46 | $5.00K | 0.00% | +46 | New |
| Eagle Bay Advisors LLC | 42 | $5.00K | 0.00% | +42 | New |
| Iron Horse Wealth Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $6.00K | 0.00% | +15+40.5% | Added |
| Cullen/Frost Bankers, Inc. | 83 | $9.00K | 0.00% | +83 | New |
| TCI Wealth Advisors, Inc. | 93 | $10.0K | 0.00% | +49+111.4% | Added |
| Parallel Advisors, LLC | 94 | $10.0K | 0.00% | +82+683.3% | Added |
| Bessemer Group Inc | 110 | $12.0K | 0.00% | +110 | New |
| HC Financial Advisors Inc | 130 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 151 | $17.0K | 0.00% | +98+184.9% | Added |
| Huntington National Bank | 169 | $19.0K | 0.00% | −124−42.3% | Reduced |
| SRS Capital Advisors, Inc. | 171 | $19.0K | 0.00% | +171 | New |
| Signaturefd, LLC | 184 | $20.0K | 0.00% | −4−2.1% | Reduced |
| Berman Capital Advisors, LLC | 192 | $21.0K | 0.00% | +3+1.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 195 | $22.0K | 0.00% | −88−31.1% | Reduced |
| Carroll Financial Associates, Inc. | 221 | $24.0K | 0.00% | −2−0.9% | Reduced |
| Private Capital Group, LLC | 297 | $33.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 331 | $37.0K | 0.00% | +331 | New |
| Advisors Asset Management, Inc. | 387 | $43.0K | 0.00% | +387 | New |
| Altshuler Shaham Ltd | 419 | $47.0K | 0.00% | −455−52.1% | Reduced |
| Captrust Financial Advisors | 460 | $51.0K | 0.00% | +107+30.3% | Added |
| Stonebridge Capital Advisors LLC | 469 | $52.0K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 603 | $67.0K | 0.00% | −3,250−84.3% | Reduced |
| Dark Forest Capital Management LP | 599 | $67.0K | 0.03% | +599 | New |
| First Horizon Advisors, Inc. | 798 | $88.0K | 0.00% | +4+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 900 | $100.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,037 | $115.0K | 0.00% | −2,012−66.0% | Reduced |
| Proequities, Inc. | 1,039 | $116.0K | 0.01% | +313+43.1% | Added |
| Acadian Asset Management LLC | 1,119 | $125.0K | 0.00% | +219+24.3% | Added |
| Macquarie Group Ltd | 1,193 | $133.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,318 | $147.0K | 0.02% | +159+13.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,369 | $152.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,492 | $166.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,600 | $178.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,648 | $183.0K | 0.00% | +51+3.2% | Added |
| Parkside Financial Bank & Trust | 1,690 | $188.0K | 0.05% | +13+0.8% | Added |
| C M Bidwell & Associates Ltd | 1,810 | $202.0K | 0.13% | +1,810 | New |
| Sageworth Trust Co | 1,833 | $204.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,852 | $206.0K | 0.13% | +1,852 | New |
| Neuberger Berman Group LLC | 1,952 | $217.0K | 0.00% | +1,952 | New |
| Moneta Group Investment Advisors LLC | 1,976 | $220.0K | 0.01% | +1,976 | New |
| Mercer Global Advisors Inc | 2,044 | $228.0K | 0.00% | +2,044 | New |
| Schonfeld Strategic Advisors LLC | 2,100 | $234.0K | 0.00% | +2,100 | New |
| Bayesian Capital Management, LP | 2,115 | $235.0K | 0.06% | +2,115 | New |
| Quantbot Technologies LP | 2,160 | $240.0K | 0.02% | −1,056−32.8% | Reduced |
| Milestone Advisory Partners | 2,204 | $245.0K | 0.13% | +2,204 | New |
| Pictet Asset Management Ltd | 2,300 | $256.0K | 0.00% | −700−23.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,300 | $256.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,301 | $256.0K | 0.00% | +2,301 | New |
| Versor Investments LP | 2,311 | $257.0K | 0.01% | +2,311 | New |
| Cornerstone Investment Partners, LLC | 2,425 | $270.0K | 0.01% | +2,425 | New |
| GWM Advisors LLC | 2,497 | $278.0K | 0.01% | +118+5.0% | Added |
| Beacon Pointe Advisors, LLC | 2,555 | $284.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,694 | $300.0K | 0.00% | +2,694 | New |
| Cornerstone Wealth Advisors, Inc. | 2,735 | $309.0K | 0.11% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,821 | $314.0K | 0.00% | +2,821 | New |
| M&T Bank Corp | 2,859 | $318.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,923 | $325.0K | 0.03% | +398+15.8% | Added |
| Walleye Capital LLC | 2,934 | $327.0K | 0.01% | +2,934 | New |
| Mission Wealth Management, LP | 3,000 | $334.0K | 0.02% | +3,000 | New |
| Marshall Wace North America L.P. | 3,035 | $337.0K | 0.00% | +3,035 | New |
| Prelude Capital Management, LLC | 3,042 | $339.0K | 0.02% | +3,042 | New |
| Janney Montgomery Scott LLC | 3,100 | $345.0K | 0.00% | +14+0.5% | Added |
| PDT Partners, LLC | 3,155 | $351.0K | 0.02% | −6,123−66.0% | Reduced |
| Franklin Resources Inc | 3,185 | $355.0K | 0.00% | +976+44.2% | Added |
| Virtu Financial LLC | 3,190 | $355.0K | 0.03% | +3,190 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,262 | $363.0K | 0.00% | +233+7.7% | Added |
| State of Wisconsin Investment Board | 3,300 | $367.0K | 0.00% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,300 | $367.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,326 | $370.0K | 0.01% | +95+2.9% | Added |
| Hardy Reed LLC | 3,491 | $389.0K | 0.07% | +200+6.1% | Added |
| STRS Ohio | 3,500 | $389.0K | 0.00% | +1,300+59.1% | Added |
| BNP Paribas Arbitrage, SA | 3,576 | $398.1K | 0.00% | −4,364−55.0% | Reduced |
| Cresset Asset Management, LLC | 3,614 | $402.0K | 0.01% | +1,329+58.2% | Added |
| Sonora Investment Management, LLC | 3,619 | $403.0K | 0.05% | +3,619 | New |
| Dorsey & Whitney Trust CO LLC | 3,631 | $404.0K | 0.04% | +681+23.1% | Added |
| HSBC Holdings PLC | 3,618 | $406.0K | 0.00% | +3,618 | New |
| AQR Capital Management LLC | 3,906 | $435.0K | 0.00% | −4,035−50.8% | Reduced |
| Gotham Asset Management, LLC | 3,907 | $435.0K | 0.02% | −1,700−30.3% | Reduced |
| Victory Capital Management Inc | 4,017 | $447.0K | 0.00% | −93−2.3% | Reduced |
| Simplex Trading, LLC | 4,214 | $469.0K | 0.02% | +1,843+77.7% | Added |
| Advisor Group Holdings, Inc. | 4,354 | $483.0K | 0.00% | +676+18.4% | Added |
| We Are One Seven, LLC | 4,412 | $491.0K | 0.07% | +40+0.9% | Added |
| Squarepoint Ops LLC | 4,407 | $491.0K | 0.00% | +4,407 | New |
| Quadrature Capital Ltd | 4,419 | $492.0K | 0.02% | +4,419 | New |
| Trexquant Investment LP | 4,504 | $501.0K | 0.04% | −547−10.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,580 | $510.0K | 0.05% | −4,568−49.9% | Reduced |
| Teacher Retirement System of Texas | 4,582 | $510.0K | 0.00% | +703+18.1% | Added |
| Prudential Financial Inc | 4,739 | $528.0K | 0.00% | +368+8.4% | Added |