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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.

Q3 2021 vs. Q2 2021

How the institutions holding Workiva Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of WK: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2504283+37
Shares38.9M22.6K41.6M+2.76M (+7.1%)
Value$4.33B$2.52M$5.86B+$1.54B (+35.5%)

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Workiva Inc at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to WK in Q3 2021
InstitutionSharesValue% of portfolio
TimesSquare Capital Management, LLC479,235$67.6M0.59%
Kames Capital plc321,282$45.3M0.64%
Wellington Management Group LLP203,760$28.7M0.00%
Moody Aldrich Partners LLC76,072$10.7M1.36%
Liontrust Investment Partners LLP29,000$4.09M0.06%
Dimensional Fund Advisors LP20,073$2.83M0.00%
Canada Pension Plan Investment Board18,300$2.58M0.00%
Castleark Management LLC17,990$2.54M0.10%
CastleArk Alternatives, LLC17,990$2.54M0.10%
Empowered Funds, LLC12,504$1.76M0.23%
Paloma Partners Management Co12,033$1.70M0.07%
Lazard Asset Management LLC11,723$1.65M0.00%
EAM Global Investors LLC10,171$1.43M0.34%
Verition Fund Management LLC6,532$921.0K0.01%
Qube Research & Technologies Ltd6,462$911.0K0.01%
Algert Global LLC6,029$850.0K0.11%
Seven Eight Capital, LP5,870$827.0K0.08%
Centiva Capital, LP5,786$816.0K0.07%
Virginia Retirement Systems Et Al5,600$789.0K0.01%
Twin Tree Management, LP3,994$563.0K0.02%
Hanseatic Management Services Inc3,974$560.0K0.97%
Janus Henderson Group PLC3,783$533.0K0.00%
PEAK6 Investments LLC2,661$375.0K0.01%
Pictet Asset Management SA2,635$371.0K0.00%
Y-Intercept (Hong Kong) Ltd2,498$352.0K0.06%
Convergence Investment Partners, LLC2,459$347.0K0.19%
Mackenzie Financial Corp2,457$346.0K0.00%
Ergoteles LLC2,390$337.0K0.01%
Wolverine Asset Management LLC2,291$322.0K0.00%
Jump Financial, LLC2,100$296.0K0.02%
Alphasimplex Group, LLC2,072$292.0K0.24%
Caxton Associates LP2,044$288.0K0.04%
CIBC Asset Management Inc1,976$279.0K0.00%
Mount Yale Investment Advisors, LLC1,830$258.0K0.03%
Sigma Planning Corp1,700$240.0K0.01%
Profund Advisors LLC1,663$234.0K0.01%
Capula Management Ltd1,601$226.0K0.02%
Keebeck Alpha, LP1,561$220.0K0.07%
Arlington Financial Advisors, LLC1,500$211.0K0.08%
Azzad Asset Management Inc1,457$205.3K0.03%
Wealth Alliance1,449$204.0K0.05%
Sofos Investments, Inc.0$141.0K0.10%
Meeder Asset Management Inc837$117.0K0.01%
Harbor Investment Advisory, LLC687$97.0K0.01%
Harvest Fund Management Co., Ltd372$52.0K0.01%
Steward Partners Investment Advisory, LLC100$14.0K0.00%
Manchester Capital Management LLC76$11.0K0.00%
Bellwether Advisors, LLC40$5.00K0.00%
Patriot Financial Group Insurance Agency, LLC12$2.00K0.00%
Northwestern Mutual Wealth Management Co5$1.00K0.00%
Assetmark, Inc4$1.00K0.00%
Meridian Wealth Partners, LLC8$1.00K0.00%
Bell Investment Advisors, Inc6$1.00K0.00%

Sold out (16)

Institutions that held Workiva Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of WK in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
ArrowMark Colorado Holdings LLC108,380$12.1M
Collaborative Holdings Management LP70,000$7.79M
Driehaus Capital Management LLC29,200$3.25M
Kiwi Wealth Investments Limited Partnership14,366$1.60M
NN Investment Partners Holdings N.V.13,700$1.53M
Quadrature Capital Ltd4,419$492.0K
Virtu Financial LLC3,190$355.0K
M&T Bank Corp2,859$318.0K
Cornerstone Investment Partners, LLC2,425$270.0K
Healthcare of Ontario Pension Plan Trust Fund2,300$256.0K
Schonfeld Strategic Advisors LLC2,100$234.0K
Moneta Group Investment Advisors LLC1,976$220.0K
Advisory Services Network, LLC331$37.0K
Bessemer Group Inc110$12.0K
Panagora Asset Management Inc42$5.00K
CVA Family Office, LLC46$5.00K

Not filed for Q3 2021 yet (4)

Institutions that held Workiva Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
QS Investors, LLC13,200$1.47M
CWM, LLC7,065$787.0K
Pictet Asset Management Ltd2,300$256.0K
First Horizon Corp18$2.00K