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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | −3−37.5% | Reduced |
| Quadrant Capital Group LLC | 10 | $1.00K | 0.00% | +9+900.0% | Added |
| Northwestern Mutual Wealth Management Co | 5 | $1.00K | 0.00% | +5 | New |
| Assetmark, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Meridian Wealth Partners, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| NEXT Financial Group, Inc | 14 | $2.00K | 0.00% | −28−66.7% | Reduced |
| Evoke Wealth, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 40 | $5.00K | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 74 | $10.0K | 0.00% | +73+7,300.0% | Added |
| Manchester Capital Management LLC | 76 | $11.0K | 0.00% | +76 | New |
| Cullen/Frost Bankers, Inc. | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $12.0K | 0.01% | +40+95.2% | Added |
| TCI Wealth Advisors, Inc. | 93 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $14.0K | 0.00% | +100 | New |
| HC Financial Advisors Inc | 130 | $18.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 151 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 164 | $23.0K | 0.00% | −5−3.0% | Reduced |
| SRS Capital Advisors, Inc. | 171 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $24.0K | 0.00% | +78+83.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 195 | $27.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 209 | $29.0K | 0.00% | +17+8.9% | Added |
| Carroll Financial Associates, Inc. | 220 | $31.0K | 0.00% | −1−0.5% | Reduced |
| Signaturefd, LLC | 248 | $35.0K | 0.00% | +64+34.8% | Added |
| Private Capital Group, LLC | 297 | $42.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 372 | $52.0K | 0.01% | +372 | New |
| Rockefeller Capital Management L.P. | 383 | $53.0K | 0.00% | +372+3,381.8% | Added |
| Stonebridge Capital Advisors LLC | 469 | $66.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 494 | $70.0K | 0.00% | +34+7.4% | Added |
| Asset Management One Co.,Ltd. | 603 | $84.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 687 | $97.0K | 0.01% | +687 | New |
| Altshuler Shaham Ltd | 730 | $103.0K | 0.00% | +311+74.2% | Added |
| Dark Forest Capital Management LP | 753 | $106.0K | 0.04% | +154+25.7% | Added |
| First Horizon Advisors, Inc. | 790 | $110.0K | 0.00% | −8−1.0% | Reduced |
| Meeder Asset Management Inc | 837 | $117.0K | 0.01% | +837 | New |
| GPS Wealth Strategies Group, LLC | 900 | $127.0K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $141.0K | 0.10% | 0 | New |
| Proequities, Inc. | 1,070 | $151.0K | 0.01% | +31+3.0% | Added |
| Macquarie Group Ltd | 1,193 | $168.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 1,449 | $204.0K | 0.05% | +1,449 | New |
| Azzad Asset Management Inc | 1,457 | $205.3K | 0.03% | +1,457 | New |
| TD Private Client Wealth LLC | 1,492 | $210.3K | 0.01% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 1,500 | $211.0K | 0.08% | +1,500 | New |
| Keebeck Alpha, LP | 1,561 | $220.0K | 0.07% | +1,561 | New |
| Nisa Investment Advisors, LLC | 1,600 | $226.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 1,601 | $226.0K | 0.02% | +1,601 | New |
| Petrus Trust Company, LTA | 1,618 | $228.0K | 0.03% | −1,305−44.6% | Reduced |
| Fifth Third Bancorp | 1,648 | $232.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,663 | $234.0K | 0.01% | +1,663 | New |
| Sigma Planning Corp | 1,700 | $240.0K | 0.01% | +1,700 | New |
| Parkside Financial Bank & Trust | 1,710 | $241.0K | 0.07% | +20+1.2% | Added |
| Bayesian Capital Management, LP | 1,749 | $247.0K | 0.07% | −366−17.3% | Reduced |
| Prelude Capital Management, LLC | 1,792 | $253.0K | 0.01% | −1,250−41.1% | Reduced |
| Versor Investments LP | 1,796 | $253.0K | 0.01% | −515−22.3% | Reduced |
| Sageworth Trust Co | 1,833 | $258.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,830 | $258.0K | 0.03% | +1,830 | New |
| Neuberger Berman Group LLC | 1,956 | $276.0K | 0.00% | +4+0.2% | Added |
| State of Wyoming | 1,982 | $279.0K | 0.18% | +130+7.0% | Added |
| CIBC Asset Management Inc | 1,976 | $279.0K | 0.00% | +1,976 | New |
| First Mercantile Trust Co | 2,001 | $282.0K | 0.04% | +683+51.8% | Added |
| Xponance, Inc. | 2,025 | $285.0K | 0.01% | −276−12.0% | Reduced |
| Mercer Global Advisors Inc | 2,020 | $285.0K | 0.00% | −24−1.2% | Reduced |
| Caxton Associates LP | 2,044 | $288.0K | 0.04% | +2,044 | New |
| Alphasimplex Group, LLC | 2,072 | $292.0K | 0.24% | +2,072 | New |
| Jump Financial, LLC | 2,100 | $296.0K | 0.02% | +2,100 | New |
| C M Bidwell & Associates Ltd | 2,128 | $300.0K | 0.20% | +318+17.6% | Added |
| State of Wisconsin Investment Board | 2,200 | $310.0K | 0.00% | −1,100−33.3% | Reduced |
| Milestone Advisory Partners | 2,204 | $311.0K | 0.18% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,291 | $322.0K | 0.00% | +2,291 | New |
| Ergoteles LLC | 2,390 | $337.0K | 0.01% | +2,390 | New |
| Walleye Capital LLC | 2,403 | $339.0K | 0.01% | −531−18.1% | Reduced |
| Mackenzie Financial Corp | 2,457 | $346.0K | 0.00% | +2,457 | New |
| Convergence Investment Partners, LLC | 2,459 | $347.0K | 0.19% | +2,459 | New |
| Y-Intercept (Hong Kong) Ltd | 2,498 | $352.0K | 0.06% | +2,498 | New |
| Beacon Pointe Advisors, LLC | 2,555 | $360.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,562 | $361.0K | 0.01% | +65+2.6% | Added |
| Pictet Asset Management SA | 2,635 | $371.0K | 0.00% | +2,635 | New |
| PEAK6 Investments LLC | 2,661 | $375.0K | 0.01% | +2,661 | New |
| Quantbot Technologies LP | 2,706 | $381.0K | 0.03% | +546+25.3% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,735 | $386.0K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,000 | $423.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,095 | $436.0K | 0.00% | −5−0.2% | Reduced |
| Gilbert & Cook, Inc. | 3,300 | $465.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,326 | $469.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,214 | $476.0K | 0.02% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,491 | $492.0K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,591 | $506.0K | 0.05% | −40−1.1% | Reduced |
| MML Investors Services, LLC | 3,599 | $507.0K | 0.00% | +905+33.6% | Added |
| Sonora Investment Management, LLC | 3,619 | $510.0K | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,637 | $513.0K | 0.00% | +375+11.5% | Added |
| Janus Henderson Group PLC | 3,783 | $533.0K | 0.00% | +3,783 | New |
| Victory Capital Management Inc | 3,853 | $543.0K | 0.00% | −164−4.1% | Reduced |
| Hanseatic Management Services Inc | 3,974 | $560.0K | 0.97% | +3,974 | New |
| Twin Tree Management, LP | 3,994 | $563.0K | 0.02% | +3,994 | New |