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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 4,158 | $586.0K | 0.06% | −884−17.5% | Reduced |
| Advisors Asset Management, Inc. | 4,208 | $593.0K | 0.01% | +3,821+987.3% | Added |
| Diversified Trust Co | 4,535 | $639.0K | 0.02% | −465−9.3% | Reduced |
| We Are One Seven, LLC | 4,337 | $649.0K | 0.08% | −75−1.7% | Reduced |
| Cresset Asset Management, LLC | 4,619 | $651.0K | 0.01% | +1,005+27.8% | Added |
| Tower Research Capital LLC (TRC) | 4,709 | $664.0K | 0.02% | +3,672+354.1% | Added |
| HSBC Holdings PLC | 4,806 | $671.0K | 0.00% | +1,188+32.8% | Added |
| AMP Capital Investors Ltd | 4,800 | $677.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,802 | $677.0K | 0.05% | +298+6.6% | Added |
| Quantinno Capital Management LP | 4,863 | $685.0K | 0.76% | −1,407−22.4% | Reduced |
| Synovus Financial Corp | 4,944 | $698.0K | 0.01% | −669−11.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $705.0K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,000 | $705.0K | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 5,305 | $748.0K | 0.00% | −222−4.0% | Reduced |
| Virginia Retirement Systems Et Al | 5,600 | $789.0K | 0.01% | +5,600 | New |
| Advisor Group Holdings, Inc. | 5,694 | $802.0K | 0.00% | +1,340+30.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,701 | $803.6K | 0.00% | +4,332+316.4% | Added |
| Prudential Financial Inc | 5,284 | $814.0K | 0.00% | +545+11.5% | Added |
| Centiva Capital, LP | 5,786 | $816.0K | 0.07% | +5,786 | New |
| O'Shaughnessy Asset Management, LLC | 5,844 | $825.0K | 0.02% | +1,052+22.0% | Added |
| Seven Eight Capital, LP | 5,870 | $827.0K | 0.08% | +5,870 | New |
| Algert Global LLC | 6,029 | $850.0K | 0.11% | +6,029 | New |
| Teacher Retirement System of Texas | 6,141 | $866.0K | 0.00% | +1,559+34.0% | Added |
| First Hawaiian Bank | 6,296 | $887.0K | 0.04% | +28+0.4% | Added |
| LPL Financial LLC | 6,416 | $904.0K | 0.00% | +519+8.8% | Added |
| Marshall Wace North America L.P. | 6,448 | $909.0K | 0.00% | +3,413+112.5% | Added |
| Qube Research & Technologies Ltd | 6,462 | $911.0K | 0.01% | +6,462 | New |
| Verition Fund Management LLC | 6,532 | $921.0K | 0.01% | +6,532 | New |
| First Republic Investment Management, Inc. | 6,578 | $927.0K | 0.00% | 00.0% | Unchanged |
| Oak Associates, Ltd | 6,725 | $948.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,750 | $951.0K | 0.11% | +2,170+47.4% | Added |
| Commonwealth Equity Services, LLC | 7,093 | $999.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 7,100 | $1.00M | 0.00% | +3,600+102.9% | Added |
| Amalgamated Bank | 7,618 | $1.07M | 0.01% | −318−4.0% | Reduced |
| ProShare Advisors LLC | 7,882 | $1.11M | 0.00% | −3,083−28.1% | Reduced |
| Creative Planning | 8,174 | $1.15M | 0.00% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 8,315 | $1.17M | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,500 | $1.20M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 8,985 | $1.27M | 0.00% | +2,266+33.7% | Added |
| Legacy Bridge, LLC | 9,104 | $1.28M | 0.74% | −533−5.5% | Reduced |
| BNP Paribas Arbitrage, SA | 9,626 | $1.36M | 0.00% | +6,050+169.2% | Added |
| Candriam Luxembourg S.C.A. | 10,000 | $1.41M | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 10,160 | $1.43M | 0.07% | −740−6.8% | Reduced |
| EAM Global Investors LLC | 10,171 | $1.43M | 0.34% | +10,171 | New |
| Los Angeles Capital Management LLC | 10,320 | $1.46M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,348 | $1.46M | 0.01% | +161+1.6% | Added |
| Glenmede Trust Co NA | 10,469 | $1.48M | 0.01% | +7,648+271.1% | Added |
| Affinity Investment Advisors, LLC | 10,531 | $1.48M | 0.67% | −8−0.1% | Reduced |
| Susquehanna International Group, LLP | 10,673 | $1.50M | 0.00% | −2,748−20.5% | Reduced |
| Gotham Asset Management, LLC | 11,033 | $1.55M | 0.06% | +7,126+182.4% | Added |
| Metropolitan Life Insurance Co | 11,223 | $1.58M | 0.02% | −200−1.8% | Reduced |
| Acadian Asset Management LLC | 11,244 | $1.58M | 0.01% | +10,125+904.8% | Added |
| Jane Street Group, LLC | 11,384 | $1.60M | 0.00% | +1,006+9.7% | Added |
| American Century Companies Inc | 11,394 | $1.61M | 0.00% | +5,904+107.5% | Added |
| Lazard Asset Management LLC | 11,723 | $1.65M | 0.00% | +11,723 | New |
| Paloma Partners Management Co | 12,033 | $1.70M | 0.07% | +12,033 | New |
| AQR Capital Management LLC | 12,420 | $1.75M | 0.00% | +8,514+218.0% | Added |
| Empowered Funds, LLC | 12,504 | $1.76M | 0.23% | +12,504 | New |
| The PNC Financial Services Group, Inc. | 12,638 | $1.78M | 0.00% | −2,063−14.0% | Reduced |
| Baird Financial Group, Inc. | 12,706 | $1.79M | 0.00% | +1,926+17.9% | Added |
| Financial Counselors Inc | 13,000 | $1.83M | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 13,295 | $1.87M | 0.06% | +619+4.9% | Added |
| Icon Wealth Partners, LLC | 13,295 | $1.87M | 0.20% | +619+4.9% | Added |
| Engineers Gate Manager LP | 13,422 | $1.89M | 0.11% | −9,065−40.3% | Reduced |
| SG Americas Securities, LLC | 13,973 | $1.97M | 0.01% | −27,687−66.5% | Reduced |
| TD Asset Management Inc | 13,973 | $1.97M | 0.00% | −556−3.8% | Reduced |
| First PREMIER Bank | 14,319 | $2.02M | 0.57% | −537−3.6% | Reduced |
| Occudo Quantitative Strategies LP | 14,442 | $2.04M | 0.24% | −13,246−47.8% | Reduced |
| MetLife Investment Management | 14,808 | $2.09M | 0.02% | −564−3.7% | Reduced |
| Franklin Resources Inc | 15,312 | $2.16M | 0.00% | +12,127+380.8% | Added |
| State Board of Administration of Florida Retirement System | 15,781 | $2.22M | 0.00% | +240+1.5% | Added |
| Mariner, LLC | 15,809 | $2.23M | 0.01% | −1,144−6.7% | Reduced |
| Voya Investment Management LLC | 16,387 | $2.31M | 0.00% | +108+0.7% | Added |
| Stifel Financial Corp | 16,551 | $2.33M | 0.00% | +1,819+12.3% | Added |
| M&G Investment Management Ltd | 16,570 | $2.34M | 0.01% | −821−4.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 17,959 | $2.53M | 0.23% | −9,362−34.3% | Reduced |
| Castleark Management LLC | 17,990 | $2.54M | 0.10% | +17,990 | New |
| CastleArk Alternatives, LLC | 17,990 | $2.54M | 0.10% | +17,990 | New |
| Canada Pension Plan Investment Board | 18,300 | $2.58M | 0.00% | +18,300 | New |
| Institutional & Family Asset Management, LLC | 18,983 | $2.68M | 0.43% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 20,073 | $2.83M | 0.00% | +20,073 | New |
| EAM Investors, LLC | 20,335 | $2.87M | 0.48% | −1,846−8.3% | Reduced |
| State of New Jersey Common Pension Fund D | 21,808 | $3.07M | 0.01% | −5,662−20.6% | Reduced |
| Manufacturers Life Insurance Company, The | 21,932 | $3.09M | 0.00% | −1,791−7.5% | Reduced |
| American International Group, Inc. | 23,439 | $3.30M | 0.02% | −109−0.5% | Reduced |
| Assenagon Asset Management S.A. | 25,712 | $3.62M | 0.01% | −62,016−70.7% | Reduced |
| Liontrust Investment Partners LLP | 29,000 | $4.09M | 0.06% | +29,000 | New |
| NZS Capital, LLC | 29,048 | $4.09M | 0.40% | −2,642−8.3% | Reduced |
| Advantage Alpha Capital Partners LP | 30,812 | $4.34M | 0.79% | −23,629−43.4% | Reduced |
| Cubist Systematic Strategies, LLC | 30,822 | $4.34M | 0.05% | +1,287+4.4% | Added |
| Advisory Research Inc | 33,009 | $4.65M | 0.30% | −3,219−8.9% | Reduced |
| Legal & General Group Plc | 33,864 | $4.77M | 0.00% | +9,691+40.1% | Added |
| HighTower Advisors, LLC | 34,068 | $4.81M | 0.01% | +259+0.8% | Added |
| Rosenblum Silverman Sutton S F Inc | 34,189 | $4.82M | 1.10% | +2,514+7.9% | Added |
| Raymond James & Associates | 34,911 | $4.92M | 0.00% | +3,356+10.6% | Added |
| US Bancorp | 34,959 | $4.93M | 0.01% | +13,120+60.1% | Added |
| Segall Bryant & Hamill, LLC | 38,021 | $5.36M | 0.05% | −6,195−14.0% | Reduced |
| Resources Investment Advisors, LLC. | 40,512 | $5.71M | 0.23% | 00.0% | Unchanged |
| PDT Partners, LLC | 40,700 | $5.74M | 0.41% | +37,545+1,190.0% | Added |
| King Luther Capital Management Corp | 42,167 | $5.94M | 0.03% | −5,000−10.6% | Reduced |