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Livermore
Livermore
ZHEN

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
Institutional & Family Asset Management, LLC18,983$2.11M0.35%00.0%Unchanged
M&G Investment Management Ltd17,391$1.93M0.01%+13,246+319.6%Added
Mariner, LLC16,953$1.89M0.01%−58−0.3%Reduced
TD Asset Management Inc14,529$1.89M0.00%−2,902−16.6%Reduced
Voya Investment Management LLC16,279$1.81M0.00%−1,160−6.7%Reduced
State Board of Administration of Florida Retirement System15,541$1.73M0.00%+667+4.5%Added
MetLife Investment Management15,372$1.71M0.02%00.0%Unchanged
First PREMIER Bank14,856$1.65M0.48%−774−5.0%Reduced
Stifel Financial Corp14,732$1.64M0.00%+5,493+59.5%Added
The PNC Financial Services Group, Inc.14,701$1.64M0.00%+373+2.6%Added
Kiwi Wealth Investments Limited Partnership14,366$1.60M0.08%+14,366New
NN Investment Partners Holdings N.V.13,700$1.53M0.01%00.0%Unchanged
Susquehanna International Group, LLP13,421$1.49M0.00%−2,103−13.5%Reduced
QS Investors, LLC13,200$1.47M0.02%−50−0.4%Reduced
Financial Counselors Inc13,000$1.45M0.03%00.0%Unchanged
Icon Wealth Partners, LLC12,676$1.41M0.15%+1,546+13.9%Added
FDx Advisors, Inc.12,676$1.41M0.05%+2,176+20.7%Added
Metropolitan Life Insurance Co11,423$1.27M0.02%+709+6.6%Added
ProShare Advisors LLC10,965$1.22M0.00%+290+2.7%Added
AlphaCrest Capital Management LLC10,900$1.21M0.05%−10,500−49.1%Reduced
Baird Financial Group, Inc.10,780$1.20M0.00%+214+2.0%Added
Affinity Investment Advisors, LLC10,539$1.17M0.53%−210−2.0%Reduced
Jane Street Group, LLC10,378$1.16M0.00%−2,756−21.0%Reduced
Los Angeles Capital Management LLC10,320$1.15M0.01%−2,060−16.6%Reduced
Arizona State Retirement System10,187$1.13M0.01%−266−2.5%Reduced
Candriam Luxembourg S.C.A.10,000$1.11M0.01%+1,030+11.5%Added
Legacy Bridge, LLC9,637$1.07M0.61%00.0%Unchanged
Bank of Montreal8,489$972.0K0.00%−29,790−77.8%Reduced
Handelsbanken Fonder AB8,500$946.0K0.00%00.0%Unchanged
Frontier Wealth Management LLC8,315$926.0K0.06%−10,100−54.8%Reduced
Creative Planning8,174$910.0K0.00%00.0%Unchanged
Amalgamated Bank7,936$884.0K0.01%+2,281+40.3%Added
Commonwealth Equity Services, LLC7,093$789.0K0.00%−161−2.2%Reduced
CWM, LLC7,065$787.0K0.01%00.0%Unchanged
Barclays PLC6,857$764.0K0.00%−27,904−80.3%Reduced
Oak Associates, Ltd6,725$749.0K0.04%00.0%Unchanged
Principal Financial Group Inc6,719$748.0K0.00%−1,753−20.7%Reduced
First Republic Investment Management, Inc.6,578$732.0K0.00%+3,811+137.7%Added
Quantinno Capital Management LP6,270$698.0K0.79%−471−7.0%Reduced
First Hawaiian Bank6,268$698.0K0.03%+45+0.7%Added
LPL Financial LLC5,897$657.0K0.00%+44+0.8%Added
Synovus Financial Corp5,613$624.0K0.01%+1,252+28.7%Added
Blair William & Co5,527$615.0K0.00%00.0%Unchanged
American Century Companies Inc5,490$611.0K0.00%00.0%Unchanged
Foster Group, Inc.5,042$561.0K0.06%+884+21.3%Added
Public Employees Retirement Association of Colorado5,003$557.0K0.00%00.0%Unchanged
Sage Rhino Capital LLC5,000$557.0K0.16%00.0%Unchanged
Diversified Trust Co5,000$557.0K0.02%+600+13.6%Added
AMP Capital Investors Ltd4,800$534.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC4,792$533.0K0.01%−10.0%Reduced
Prudential Financial Inc4,739$528.0K0.00%+368+8.4%Added
Dynamic Technology Lab Private Ltd4,580$510.0K0.05%−4,568−49.9%Reduced
Teacher Retirement System of Texas4,582$510.0K0.00%+703+18.1%Added
Trexquant Investment LP4,504$501.0K0.04%−547−10.8%Reduced
Quadrature Capital Ltd4,419$492.0K0.02%+4,419New
We Are One Seven, LLC4,412$491.0K0.07%+40+0.9%Added
Squarepoint Ops LLC4,407$491.0K0.00%+4,407New
Advisor Group Holdings, Inc.4,354$483.0K0.00%+676+18.4%Added
Simplex Trading, LLC4,214$469.0K0.02%+1,843+77.7%Added
Victory Capital Management Inc4,017$447.0K0.00%−93−2.3%Reduced
AQR Capital Management LLC3,906$435.0K0.00%−4,035−50.8%Reduced
Gotham Asset Management, LLC3,907$435.0K0.02%−1,700−30.3%Reduced
HSBC Holdings PLC3,618$406.0K0.00%+3,618New
Dorsey & Whitney Trust CO LLC3,631$404.0K0.04%+681+23.1%Added
Sonora Investment Management, LLC3,619$403.0K0.05%+3,619New
Cresset Asset Management, LLC3,614$402.0K0.01%+1,329+58.2%Added
BNP Paribas Arbitrage, SA3,576$398.1K0.00%−4,364−55.0%Reduced
Hardy Reed LLC3,491$389.0K0.07%+200+6.1%Added
STRS Ohio3,500$389.0K0.00%+1,300+59.1%Added
Ameritas Investment Partners, Inc.3,326$370.0K0.01%+95+2.9%Added
State of Wisconsin Investment Board3,300$367.0K0.00%00.0%Unchanged
Gilbert & Cook, Inc.3,300$367.0K0.07%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,262$363.0K0.00%+233+7.7%Added
Franklin Resources Inc3,185$355.0K0.00%+976+44.2%Added
Virtu Financial LLC3,190$355.0K0.03%+3,190New
PDT Partners, LLC3,155$351.0K0.02%−6,123−66.0%Reduced
Janney Montgomery Scott LLC3,100$345.0K0.00%+14+0.5%Added
Prelude Capital Management, LLC3,042$339.0K0.02%+3,042New
Marshall Wace North America L.P.3,035$337.0K0.00%+3,035New
Mission Wealth Management, LP3,000$334.0K0.02%+3,000New
Walleye Capital LLC2,934$327.0K0.01%+2,934New
Petrus Trust Company, LTA2,923$325.0K0.03%+398+15.8%Added
M&T Bank Corp2,859$318.0K0.00%00.0%Unchanged
Glenmede Trust Co NA2,821$314.0K0.00%+2,821New
Cornerstone Wealth Advisors, Inc.2,735$309.0K0.11%00.0%Unchanged
MML Investors Services, LLC2,694$300.0K0.00%+2,694New
Beacon Pointe Advisors, LLC2,555$284.0K0.01%00.0%Unchanged
GWM Advisors LLC2,497$278.0K0.01%+118+5.0%Added
Cornerstone Investment Partners, LLC2,425$270.0K0.01%+2,425New
Versor Investments LP2,311$257.0K0.01%+2,311New
Pictet Asset Management Ltd2,300$256.0K0.00%−700−23.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund2,300$256.0K0.00%00.0%Unchanged
Xponance, Inc.2,301$256.0K0.00%+2,301New
Milestone Advisory Partners2,204$245.0K0.13%+2,204New
Quantbot Technologies LP2,160$240.0K0.02%−1,056−32.8%Reduced
Bayesian Capital Management, LP2,115$235.0K0.06%+2,115New
Schonfeld Strategic Advisors LLC2,100$234.0K0.00%+2,100New
Mercer Global Advisors Inc2,044$228.0K0.00%+2,044New
Moneta Group Investment Advisors LLC1,976$220.0K0.01%+1,976New
Neuberger Berman Group LLC1,952$217.0K0.00%+1,952New