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, Q3 2021
Institutional positions in Workiva Inc as of Sep 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
- 283
- +37 vs. Q2 2021
- Shares held
- 41.6M
- +2.76M (+7.1%) vs. Q2 2021
- Total value
- $5.86B
- +$1.54B (+35.5%) vs. Q2 2021
- New holders
- 53
- 97 more added
- Sold out
- 16
- 86 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,092,194 | $576.8M | 0.01% | −176,508−4.1% | Reduced |
| BlackRock Inc. | 3,373,078 | $475.5M | 0.01% | +555,960+19.7% | Added |
| Price T Rowe Associates Inc | 2,169,615 | $305.8M | 0.03% | −37,186−1.7% | Reduced |
| Brown Advisory Inc | 2,038,416 | $287.3M | 0.42% | −465,152−18.6% | Reduced |
| Riverbridge Partners LLC | 1,599,586 | $225.5M | 2.26% | −4,616−0.3% | Reduced |
| FMR LLC | 1,526,796 | $215.2M | 0.02% | −505,240−24.9% | Reduced |
| Invesco Ltd. | 1,270,783 | $179.1M | 0.05% | +1,174,169+1,215.3% | Added |
| Granahan Investment Management Inc | 1,249,671 | $176.2M | 3.34% | −91,671−6.8% | Reduced |
| William Blair Investment Management, LLC | 1,138,057 | $160.4M | 0.45% | −16,237−1.4% | Reduced |
| Ameriprise Financial Inc | 1,101,946 | $155.3M | 0.05% | +327,679+42.3% | Added |
| Praesidium Investment Management Company, LLC | 1,088,397 | $153.4M | 8.50% | −15,797−1.4% | Reduced |
| First Trust Advisors LP | 959,842 | $135.3M | 0.15% | +502,378+109.8% | Added |
| Champlain Investment Partners, LLC | 944,725 | $133.2M | 0.64% | −143,170−13.2% | Reduced |
| Renaissance Technologies LLC | 890,400 | $125.5M | 0.16% | −267,000−23.1% | Reduced |
| State Street Corp | 882,253 | $124.4M | 0.01% | +13,470+1.6% | Added |
| Conestoga Capital Advisors, LLC | 738,688 | $104.1M | 1.44% | +11,218+1.5% | Added |
| Wells Fargo & Company | 709,163 | $100.0M | 0.02% | +317,775+81.2% | Added |
| Geode Capital Management, LLC | 690,072 | $97.3M | 0.01% | +2,137+0.3% | Added |
| Goldman Sachs Group Inc | 688,349 | $97.0M | 0.02% | +407,600+145.2% | Added |
| Thrivent Financial for Lutherans | 618,862 | $87.2M | 0.18% | −16,308−2.6% | Reduced |
| Northern Trust Corp | 601,983 | $84.9M | 0.02% | −7,512−1.2% | Reduced |
| Artisan Partners Limited Partnership | 579,463 | $81.7M | 0.10% | +253,312+77.7% | Added |
| Ranger Investment Management, L.P. | 542,243 | $76.4M | 4.08% | −139,986−20.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 521,397 | $73.5M | 0.09% | +97,529+23.0% | Added |
| Standard Life Aberdeen plc | 516,879 | $71.9M | 0.16% | −59,547−10.3% | Reduced |
| TimesSquare Capital Management, LLC | 479,235 | $67.6M | 0.59% | +479,235 | New |
| Mairs & Power Inc | 418,481 | $59.0M | 0.59% | −36,269−8.0% | Reduced |
| D. E. Shaw & Co., Inc. | 405,548 | $57.2M | 0.07% | −82,819−17.0% | Reduced |
| Bank of New York Mellon Corp | 397,198 | $56.0M | 0.01% | −25,375−6.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 394,930 | $55.7M | 0.14% | −16,416−4.0% | Reduced |
| DF Dent & Co Inc | 383,687 | $54.1M | 0.55% | +40,211+11.7% | Added |
| Nuveen Asset Management, LLC | 376,364 | $53.1M | 0.02% | +42,263+12.6% | Added |
| Washington Harbour Partners LP | 362,105 | $51.0M | 6.04% | −108,754−23.1% | Reduced |
| Charles Schwab Investment Management Inc | 331,615 | $46.7M | 0.02% | +23,371+7.6% | Added |
| Kames Capital plc | 321,282 | $45.3M | 0.64% | +321,282 | New |
| Norges Bank | 307,359 | $43.3M | 0.01% | −65,021−17.5% | Reduced |
| Federated Hermes, Inc. | 291,709 | $41.1M | 0.08% | +16,723+6.1% | Added |
| Bank of America Corp | 263,930 | $37.2M | 0.00% | −21,489−7.5% | Reduced |
| Two Sigma Advisers, LP | 258,000 | $36.4M | 0.09% | −600−0.2% | Reduced |
| UBS Group AG | 251,445 | $35.4M | 0.01% | +88,921+54.7% | Added |
| Redwood Investments, LLC | 217,563 | $30.7M | 2.56% | −47,973−18.1% | Reduced |
| Deutsche Bank AG | 216,131 | $30.5M | 0.01% | +120,408+125.8% | Added |
| Wellington Management Group LLP | 203,760 | $28.7M | 0.00% | +203,760 | New |
| Silvercrest Asset Management Group LLC | 199,257 | $28.1M | 0.19% | −77,520−28.0% | Reduced |
| Russell Investments Group, Ltd. | 193,581 | $27.3M | 0.05% | +8,452+4.6% | Added |
| JPMorgan Chase & Co | 176,156 | $24.8M | 0.00% | +17,093+10.7% | Added |
| Two Sigma Investments, LP | 175,122 | $24.7M | 0.07% | −91,576−34.3% | Reduced |
| New York State Common Retirement Fund | 156,216 | $22.0M | 0.02% | +34,280+28.1% | Added |
| Nordea Investment Management AB | 140,663 | $19.7M | 0.03% | +213+0.2% | Added |
| Credit Suisse AG | 139,695 | $19.7M | 0.02% | −41,328−22.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 136,995 | $19.3M | 0.12% | −7,909−5.5% | Reduced |
| Comerica Bank | 131,605 | $18.8M | 0.11% | +67,625+105.7% | Added |
| G2 Investment Partners Management LLC | 125,000 | $17.6M | 3.06% | −28,759−18.7% | Reduced |
| Millennium Management LLC | 121,661 | $17.1M | 0.02% | −14,675−10.8% | Reduced |
| Frontier Capital Management Co LLC | 104,354 | $14.7M | 0.12% | +41,802+66.8% | Added |
| Impax Asset Management Group plc | 96,814 | $13.6M | 0.06% | 00.0% | Unchanged |
| California Public Employees Retirement System | 94,767 | $13.4M | 0.01% | +3,103+3.4% | Added |
| Great West Life Assurance Co | 84,055 | $11.9M | 0.03% | −35,407−29.6% | Reduced |
| Swiss National Bank | 84,021 | $11.8M | 0.01% | +1,400+1.7% | Added |
| Envestnet Asset Management Inc | 82,612 | $11.6M | 0.01% | +10,911+15.2% | Added |
| Morgan Stanley | 82,400 | $11.6M | 0.00% | −32,850−28.5% | Reduced |
| Citadel Advisors LLC | 80,138 | $11.3M | 0.01% | +43,224+117.1% | Added |
| EULAV Asset Management | 76,400 | $10.8M | 0.28% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 76,072 | $10.7M | 1.36% | +76,072 | New |
| SEI Investments Co | 73,627 | $10.4M | 0.02% | +21,706+41.8% | Added |
| Orser Capital Management, LLC | 73,165 | $10.3M | 5.82% | +1,365+1.9% | Added |
| Citigroup Inc | 72,370 | $10.2M | 0.01% | −7,304−9.2% | Reduced |
| Squarepoint Ops LLC | 70,366 | $9.92M | 0.07% | +65,959+1,496.7% | Added |
| Pier Capital, LLC | 68,711 | $9.69M | 1.00% | −1,629−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 62,883 | $8.86M | 0.01% | +6,359+11.3% | Added |
| Man Group plc | 61,769 | $8.71M | 0.03% | +3,588+6.2% | Added |
| Royal Bank of Canada | 61,568 | $8.68M | 0.00% | +5,584+10.0% | Added |
| Bank of Montreal | 59,671 | $8.37M | 0.00% | +51,182+602.9% | Added |
| Oppenheimer Asset Management Inc. | 59,281 | $8.36M | 0.12% | −140−0.2% | Reduced |
| Ingalls & Snyder LLC | 55,837 | $7.87M | 0.36% | −1,797−3.1% | Reduced |
| California State Teachers Retirement System | 54,226 | $7.64M | 0.01% | −3,708−6.4% | Reduced |
| Alliancebernstein L.P. | 53,080 | $7.48M | 0.00% | +600+1.1% | Added |
| George Kaiser Family Foundation | 45,905 | $6.47M | 1.08% | 00.0% | Unchanged |
| Eaton Vance Management | 45,300 | $6.38M | 0.01% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 44,333 | $6.25M | 4.84% | +2,079+4.9% | Added |
| UBS Asset Management Americas Inc | 44,095 | $6.22M | 0.00% | +1,208+2.8% | Added |
| Barclays PLC | 43,925 | $6.19M | 0.00% | +37,068+540.6% | Added |
| Rhumbline Advisers | 43,484 | $6.13M | 0.01% | +1,701+4.1% | Added |
| King Luther Capital Management Corp | 42,167 | $5.94M | 0.03% | −5,000−10.6% | Reduced |
| PDT Partners, LLC | 40,700 | $5.74M | 0.41% | +37,545+1,190.0% | Added |
| Resources Investment Advisors, LLC. | 40,512 | $5.71M | 0.23% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 38,021 | $5.36M | 0.05% | −6,195−14.0% | Reduced |
| US Bancorp | 34,959 | $4.93M | 0.01% | +13,120+60.1% | Added |
| Raymond James & Associates | 34,911 | $4.92M | 0.00% | +3,356+10.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 34,189 | $4.82M | 1.10% | +2,514+7.9% | Added |
| HighTower Advisors, LLC | 34,068 | $4.81M | 0.01% | +259+0.8% | Added |
| Legal & General Group Plc | 33,864 | $4.77M | 0.00% | +9,691+40.1% | Added |
| Advisory Research Inc | 33,009 | $4.65M | 0.30% | −3,219−8.9% | Reduced |
| Cubist Systematic Strategies, LLC | 30,822 | $4.34M | 0.05% | +1,287+4.4% | Added |
| Advantage Alpha Capital Partners LP | 30,812 | $4.34M | 0.79% | −23,629−43.4% | Reduced |
| NZS Capital, LLC | 29,048 | $4.09M | 0.40% | −2,642−8.3% | Reduced |
| Liontrust Investment Partners LLP | 29,000 | $4.09M | 0.06% | +29,000 | New |
| Assenagon Asset Management S.A. | 25,712 | $3.62M | 0.01% | −62,016−70.7% | Reduced |
| American International Group, Inc. | 23,439 | $3.30M | 0.02% | −109−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 21,932 | $3.09M | 0.00% | −1,791−7.5% | Reduced |