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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,852 | $206.0K | 0.13% | +1,852 | New |
| Sageworth Trust Co | 1,833 | $204.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,810 | $202.0K | 0.13% | +1,810 | New |
| Parkside Financial Bank & Trust | 1,690 | $188.0K | 0.05% | +13+0.8% | Added |
| Fifth Third Bancorp | 1,648 | $183.0K | 0.00% | +51+3.2% | Added |
| Nisa Investment Advisors, LLC | 1,600 | $178.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,492 | $166.1K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,369 | $152.4K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,318 | $147.0K | 0.02% | +159+13.7% | Added |
| Macquarie Group Ltd | 1,193 | $133.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,119 | $125.0K | 0.00% | +219+24.3% | Added |
| Proequities, Inc. | 1,039 | $116.0K | 0.01% | +313+43.1% | Added |
| Tower Research Capital LLC (TRC) | 1,037 | $115.0K | 0.00% | −2,012−66.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 900 | $100.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 798 | $88.0K | 0.00% | +4+0.5% | Added |
| 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 |
| Stonebridge Capital Advisors LLC | 469 | $52.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 460 | $51.0K | 0.00% | +107+30.3% | Added |
| Altshuler Shaham Ltd | 419 | $47.0K | 0.00% | −455−52.1% | Reduced |
| Advisors Asset Management, Inc. | 387 | $43.0K | 0.00% | +387 | New |
| Advisory Services Network, LLC | 331 | $37.0K | 0.00% | +331 | New |
| Private Capital Group, LLC | 297 | $33.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 221 | $24.0K | 0.00% | −2−0.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 195 | $22.0K | 0.00% | −88−31.1% | Reduced |
| Berman Capital Advisors, LLC | 192 | $21.0K | 0.00% | +3+1.6% | Added |
| Signaturefd, LLC | 184 | $20.0K | 0.00% | −4−2.1% | Reduced |
| Huntington National Bank | 169 | $19.0K | 0.00% | −124−42.3% | Reduced |
| SRS Capital Advisors, Inc. | 171 | $19.0K | 0.00% | +171 | New |
| Spire Wealth Management | 151 | $17.0K | 0.00% | +98+184.9% | Added |
| HC Financial Advisors Inc | 130 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 110 | $12.0K | 0.00% | +110 | 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 |
| Cullen/Frost Bankers, Inc. | 83 | $9.00K | 0.00% | +83 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |