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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 4,792 | $533.0K | 0.01% | −10.0% | Reduced |
| AMP Capital Investors Ltd | 4,800 | $534.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,003 | $557.0K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,000 | $557.0K | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 5,000 | $557.0K | 0.02% | +600+13.6% | Added |
| Foster Group, Inc. | 5,042 | $561.0K | 0.06% | +884+21.3% | Added |
| American Century Companies Inc | 5,490 | $611.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 5,527 | $615.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,613 | $624.0K | 0.01% | +1,252+28.7% | Added |
| LPL Financial LLC | 5,897 | $657.0K | 0.00% | +44+0.8% | Added |
| Quantinno Capital Management LP | 6,270 | $698.0K | 0.79% | −471−7.0% | Reduced |
| First Hawaiian Bank | 6,268 | $698.0K | 0.03% | +45+0.7% | Added |
| First Republic Investment Management, Inc. | 6,578 | $732.0K | 0.00% | +3,811+137.7% | Added |
| Principal Financial Group Inc | 6,719 | $748.0K | 0.00% | −1,753−20.7% | Reduced |
| Oak Associates, Ltd | 6,725 | $749.0K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 6,857 | $764.0K | 0.00% | −27,904−80.3% | Reduced |
| CWM, LLC | 7,065 | $787.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,093 | $789.0K | 0.00% | −161−2.2% | Reduced |
| Amalgamated Bank | 7,936 | $884.0K | 0.01% | +2,281+40.3% | Added |
| Creative Planning | 8,174 | $910.0K | 0.00% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 8,315 | $926.0K | 0.06% | −10,100−54.8% | Reduced |
| Handelsbanken Fonder AB | 8,500 | $946.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,489 | $972.0K | 0.00% | −29,790−77.8% | Reduced |
| Legacy Bridge, LLC | 9,637 | $1.07M | 0.61% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 10,000 | $1.11M | 0.01% | +1,030+11.5% | Added |
| Arizona State Retirement System | 10,187 | $1.13M | 0.01% | −266−2.5% | Reduced |
| Los Angeles Capital Management LLC | 10,320 | $1.15M | 0.01% | −2,060−16.6% | Reduced |
| Jane Street Group, LLC | 10,378 | $1.16M | 0.00% | −2,756−21.0% | Reduced |
| Affinity Investment Advisors, LLC | 10,539 | $1.17M | 0.53% | −210−2.0% | Reduced |
| Baird Financial Group, Inc. | 10,780 | $1.20M | 0.00% | +214+2.0% | Added |
| AlphaCrest Capital Management LLC | 10,900 | $1.21M | 0.05% | −10,500−49.1% | Reduced |
| ProShare Advisors LLC | 10,965 | $1.22M | 0.00% | +290+2.7% | Added |
| Metropolitan Life Insurance Co | 11,423 | $1.27M | 0.02% | +709+6.6% | Added |
| Icon Wealth Partners, LLC | 12,676 | $1.41M | 0.15% | +1,546+13.9% | Added |
| FDx Advisors, Inc. | 12,676 | $1.41M | 0.05% | +2,176+20.7% | Added |
| Financial Counselors Inc | 13,000 | $1.45M | 0.03% | 00.0% | Unchanged |
| QS Investors, LLC | 13,200 | $1.47M | 0.02% | −50−0.4% | Reduced |
| Susquehanna International Group, LLP | 13,421 | $1.49M | 0.00% | −2,103−13.5% | Reduced |
| NN Investment Partners Holdings N.V. | 13,700 | $1.53M | 0.01% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 14,366 | $1.60M | 0.08% | +14,366 | New |
| The PNC Financial Services Group, Inc. | 14,701 | $1.64M | 0.00% | +373+2.6% | Added |
| Stifel Financial Corp | 14,732 | $1.64M | 0.00% | +5,493+59.5% | Added |
| First PREMIER Bank | 14,856 | $1.65M | 0.48% | −774−5.0% | Reduced |
| MetLife Investment Management | 15,372 | $1.71M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,541 | $1.73M | 0.00% | +667+4.5% | Added |
| Voya Investment Management LLC | 16,279 | $1.81M | 0.00% | −1,160−6.7% | Reduced |
| TD Asset Management Inc | 14,529 | $1.89M | 0.00% | −2,902−16.6% | Reduced |
| Mariner, LLC | 16,953 | $1.89M | 0.01% | −58−0.3% | Reduced |
| M&G Investment Management Ltd | 17,391 | $1.93M | 0.01% | +13,246+319.6% | Added |
| Institutional & Family Asset Management, LLC | 18,983 | $2.11M | 0.35% | 00.0% | Unchanged |
| US Bancorp | 21,839 | $2.43M | 0.00% | +34+0.2% | Added |
| EAM Investors, LLC | 22,181 | $2.47M | 0.38% | +3,322+17.6% | Added |
| Engineers Gate Manager LP | 22,487 | $2.50M | 0.16% | −10,579−32.0% | Reduced |
| American International Group, Inc. | 23,548 | $2.62M | 0.01% | +397+1.7% | Added |
| Manufacturers Life Insurance Company, The | 23,723 | $2.64M | 0.00% | +1,319+5.9% | Added |
| Legal & General Group Plc | 24,173 | $2.69M | 0.00% | +133+0.6% | Added |
| Knights of Columbus Asset Advisors LLC | 27,321 | $3.04M | 0.28% | +27,321 | New |
| State of New Jersey Common Pension Fund D | 27,470 | $3.06M | 0.01% | +4,750+20.9% | Added |
| Occudo Quantitative Strategies LP | 27,688 | $3.08M | 0.47% | +12,134+78.0% | Added |
| Driehaus Capital Management LLC | 29,200 | $3.25M | 0.04% | +29,200 | New |
| Cubist Systematic Strategies, LLC | 29,535 | $3.29M | 0.04% | −7,958−21.2% | Reduced |
| Raymond James & Associates | 31,555 | $3.51M | 0.00% | +7,918+33.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 31,675 | $3.53M | 0.79% | +4,620+17.1% | Added |
| NZS Capital, LLC | 31,690 | $3.53M | 0.32% | +31,690 | New |
| HighTower Advisors, LLC | 33,809 | $3.76M | 0.01% | −3,419−9.2% | Reduced |
| Advisory Research Inc | 36,228 | $4.03M | 0.27% | +20,977+137.5% | Added |
| Citadel Advisors LLC | 36,914 | $4.11M | 0.00% | −39,917−52.0% | Reduced |
| Resources Investment Advisors, LLC. | 40,512 | $4.51M | 0.19% | +120.0% | Added |
| SG Americas Securities, LLC | 41,660 | $4.64M | 0.02% | +35,175+542.4% | Added |
| Rhumbline Advisers | 41,783 | $4.65M | 0.01% | −774−1.8% | Reduced |
| Alamar Capital Management, LLC | 42,254 | $4.70M | 4.11% | +430+1.0% | Added |
| UBS Asset Management Americas Inc | 42,887 | $4.77M | 0.00% | +2,230+5.5% | Added |
| Segall Bryant & Hamill, LLC | 44,216 | $4.92M | 0.05% | −17,587−28.5% | Reduced |
| Eaton Vance Management | 45,300 | $5.04M | 0.01% | −109−0.2% | Reduced |
| George Kaiser Family Foundation | 45,905 | $5.11M | 0.83% | +6,996+18.0% | Added |
| King Luther Capital Management Corp | 47,167 | $5.25M | 0.03% | +6,400+15.7% | Added |
| SEI Investments Co | 51,921 | $5.78M | 0.01% | +7,472+16.8% | Added |
| Alliancebernstein L.P. | 52,480 | $5.84M | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 54,441 | $6.06M | 1.17% | +54,441 | New |
| Royal Bank of Canada | 55,984 | $6.23M | 0.00% | +8,497+17.9% | Added |
| Parametric Portfolio Associates LLC | 56,524 | $6.29M | 0.00% | +8,020+16.5% | Added |
| Ingalls & Snyder LLC | 57,634 | $6.42M | 0.29% | +4,583+8.6% | Added |
| California State Teachers Retirement System | 57,934 | $6.45M | 0.01% | −1,965−3.3% | Reduced |
| Man Group plc | 58,181 | $6.48M | 0.02% | −33,320−36.4% | Reduced |
| Oppenheimer Asset Management Inc. | 59,421 | $6.62M | 0.09% | +288+0.5% | Added |
| Frontier Capital Management Co LLC | 62,552 | $6.96M | 0.05% | +7,495+13.6% | Added |
| Collaborative Holdings Management LP | 70,000 | $7.79M | 3.76% | 00.0% | Unchanged |
| Pier Capital, LLC | 70,340 | $7.83M | 0.79% | −10,027−12.5% | Reduced |
| Envestnet Asset Management Inc | 71,701 | $7.98M | 0.00% | +8,442+13.3% | Added |
| Orser Capital Management, LLC | 71,800 | $7.99M | 4.21% | −145−0.2% | Reduced |
| EULAV Asset Management | 76,400 | $8.51M | 0.22% | 00.0% | Unchanged |
| Comerica Bank | 63,980 | $8.63M | 0.05% | +17,250+36.9% | Added |
| Citigroup Inc | 79,674 | $8.87M | 0.01% | −3,045−3.7% | Reduced |
| Swiss National Bank | 82,621 | $9.20M | 0.01% | +500+0.6% | Added |
| Assenagon Asset Management S.A. | 87,728 | $9.77M | 0.04% | +87,728 | New |
| California Public Employees Retirement System | 91,664 | $10.2M | 0.01% | −968−1.0% | Reduced |
| Deutsche Bank AG | 95,723 | $10.7M | 0.01% | −1,158−1.2% | Reduced |
| Invesco Ltd. | 96,614 | $10.8M | 0.00% | +52,343+118.2% | Added |
| Impax Asset Management Group plc | 96,814 | $10.8M | 0.05% | +6,814+7.6% | Added |
| ArrowMark Colorado Holdings LLC | 108,380 | $12.1M | 0.09% | −4,213−3.7% | Reduced |