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 |
|---|---|---|---|---|---|
| Morgan Stanley | 115,250 | $12.8M | 0.00% | +21,779+23.3% | Added |
| Great West Life Assurance Co | 119,462 | $13.3M | 0.03% | −143−0.1% | Reduced |
| New York State Common Retirement Fund | 121,936 | $13.6M | 0.01% | −29,970−19.7% | Reduced |
| Millennium Management LLC | 136,336 | $15.2M | 0.02% | −77,741−36.3% | Reduced |
| Nordea Investment Management AB | 140,450 | $15.6M | 0.02% | +12,448+9.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 144,904 | $16.1M | 0.10% | −4,741−3.2% | Reduced |
| G2 Investment Partners Management LLC | 153,759 | $17.1M | 2.82% | +5,104+3.4% | Added |
| JPMorgan Chase & Co | 159,063 | $17.7M | 0.00% | +47,738+42.9% | Added |
| UBS Group AG | 162,524 | $18.1M | 0.01% | +109,090+204.2% | Added |
| Credit Suisse AG | 181,023 | $20.5M | 0.02% | +270+0.1% | Added |
| Russell Investments Group, Ltd. | 185,129 | $20.6M | 0.03% | +3,890+2.1% | Added |
| Two Sigma Advisers, LP | 258,600 | $28.8M | 0.08% | −2,100−0.8% | Reduced |
| Redwood Investments, LLC | 265,536 | $29.6M | 2.38% | −1,796−0.7% | Reduced |
| Two Sigma Investments, LP | 266,698 | $29.7M | 0.08% | −87,956−24.8% | Reduced |
| Federated Hermes, Inc. | 274,986 | $30.6M | 0.06% | +1,332+0.5% | Added |
| Silvercrest Asset Management Group LLC | 276,777 | $30.8M | 0.20% | +5,458+2.0% | Added |
| Goldman Sachs Group Inc | 280,749 | $31.3M | 0.01% | +12,122+4.5% | Added |
| Bank of America Corp | 285,419 | $31.8M | 0.00% | +11,736+4.3% | Added |
| Charles Schwab Investment Management Inc | 308,244 | $34.3M | 0.01% | +28,431+10.2% | Added |
| Artisan Partners Limited Partnership | 326,151 | $36.3M | 0.04% | +326,151 | New |
| Nuveen Asset Management, LLC | 334,101 | $37.2M | 0.01% | −45,752−12.0% | Reduced |
| DF Dent & Co Inc | 343,476 | $38.2M | 0.41% | +26,604+8.4% | Added |
| Norges Bank | 372,380 | $41.5M | 0.01% | −120,085−24.4% | Reduced |
| Wells Fargo & Company | 391,388 | $43.6M | 0.01% | +72,276+22.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 411,346 | $45.8M | 0.13% | +403,896+5,421.4% | Added |
| Bank of New York Mellon Corp | 422,573 | $47.0M | 0.01% | +6,642+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 423,868 | $47.2M | 0.06% | +9,000+2.2% | Added |
| Mairs & Power Inc | 454,750 | $50.6M | 0.50% | +22,490+5.2% | Added |
| First Trust Advisors LP | 457,464 | $50.9M | 0.06% | −13,064−2.8% | Reduced |
| Washington Harbour Partners LP | 470,859 | $52.4M | 8.26% | +50,148+11.9% | Added |
| D. E. Shaw & Co., Inc. | 488,367 | $54.4M | 0.06% | −112,935−18.8% | Reduced |
| Standard Life Aberdeen plc | 576,426 | $64.2M | 0.14% | +60,116+11.6% | Added |
| Northern Trust Corp | 609,495 | $67.9M | 0.01% | +2,644+0.4% | Added |
| Thrivent Financial for Lutherans | 635,170 | $70.7M | 0.14% | +51,188+8.8% | Added |
| Ranger Investment Management, L.P. | 682,229 | $76.0M | 3.97% | −15,419−2.2% | Reduced |
| Geode Capital Management, LLC | 687,935 | $76.6M | 0.01% | +40,802+6.3% | Added |
| Conestoga Capital Advisors, LLC | 727,470 | $81.0M | 1.17% | +201,795+38.4% | Added |
| Ameriprise Financial Inc | 774,267 | $86.2M | 0.03% | +41,956+5.7% | Added |
| State Street Corp | 868,783 | $96.7M | 0.01% | +92,066+11.9% | Added |
| Champlain Investment Partners, LLC | 1,087,895 | $121.1M | 0.58% | +133,695+14.0% | Added |
| Praesidium Investment Management Company, LLC | 1,104,194 | $122.9M | 6.56% | +65,174+6.3% | Added |
| William Blair Investment Management, LLC | 1,154,294 | $128.5M | 0.40% | −19,360−1.6% | Reduced |
| Renaissance Technologies LLC | 1,157,400 | $128.9M | 0.16% | −194,300−14.4% | Reduced |
| Granahan Investment Management Inc | 1,341,342 | $149.3M | 2.78% | −66,196−4.7% | Reduced |
| Riverbridge Partners LLC | 1,604,202 | $178.6M | 1.81% | +72,386+4.7% | Added |
| FMR LLC | 2,032,036 | $226.2M | 0.02% | +332,196+19.5% | Added |
| Price T Rowe Associates Inc | 2,206,801 | $245.7M | 0.02% | +292,834+15.3% | Added |
| Brown Advisory Inc | 2,503,568 | $278.7M | 0.42% | +119,807+5.0% | Added |
| BlackRock Inc. | 2,817,118 | $313.6M | 0.01% | −128,954−4.4% | Reduced |
| Vanguard Group Inc | 4,268,702 | $475.2M | 0.01% | +121,366+2.9% | Added |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −86,505−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −78,059−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −50,173−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −19,313−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −18,740−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,986−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,532−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |