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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 43,484 | $6.13M | 0.01% | +1,701+4.1% | Added |
| Barclays PLC | 43,925 | $6.19M | 0.00% | +37,068+540.6% | Added |
| UBS Asset Management Americas Inc | 44,095 | $6.22M | 0.00% | +1,208+2.8% | Added |
| Alamar Capital Management, LLC | 44,333 | $6.25M | 4.84% | +2,079+4.9% | Added |
| Eaton Vance Management | 45,300 | $6.38M | 0.01% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 45,905 | $6.47M | 1.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,080 | $7.48M | 0.00% | +600+1.1% | Added |
| California State Teachers Retirement System | 54,226 | $7.64M | 0.01% | −3,708−6.4% | Reduced |
| Ingalls & Snyder LLC | 55,837 | $7.87M | 0.36% | −1,797−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 59,281 | $8.36M | 0.12% | −140−0.2% | Reduced |
| Bank of Montreal | 59,671 | $8.37M | 0.00% | +51,182+602.9% | Added |
| Royal Bank of Canada | 61,568 | $8.68M | 0.00% | +5,584+10.0% | Added |
| Man Group plc | 61,769 | $8.71M | 0.03% | +3,588+6.2% | Added |
| Parametric Portfolio Associates LLC | 62,883 | $8.86M | 0.01% | +6,359+11.3% | Added |
| Pier Capital, LLC | 68,711 | $9.69M | 1.00% | −1,629−2.3% | Reduced |
| Squarepoint Ops LLC | 70,366 | $9.92M | 0.07% | +65,959+1,496.7% | Added |
| Citigroup Inc | 72,370 | $10.2M | 0.01% | −7,304−9.2% | Reduced |
| Orser Capital Management, LLC | 73,165 | $10.3M | 5.82% | +1,365+1.9% | Added |
| SEI Investments Co | 73,627 | $10.4M | 0.02% | +21,706+41.8% | Added |
| Moody Aldrich Partners LLC | 76,072 | $10.7M | 1.36% | +76,072 | New |
| EULAV Asset Management | 76,400 | $10.8M | 0.28% | 00.0% | Unchanged |
| Citadel Advisors LLC | 80,138 | $11.3M | 0.01% | +43,224+117.1% | Added |
| Morgan Stanley | 82,400 | $11.6M | 0.00% | −32,850−28.5% | Reduced |
| Envestnet Asset Management Inc | 82,612 | $11.6M | 0.01% | +10,911+15.2% | Added |
| Swiss National Bank | 84,021 | $11.8M | 0.01% | +1,400+1.7% | Added |
| Great West Life Assurance Co | 84,055 | $11.9M | 0.03% | −35,407−29.6% | Reduced |
| California Public Employees Retirement System | 94,767 | $13.4M | 0.01% | +3,103+3.4% | Added |
| Impax Asset Management Group plc | 96,814 | $13.6M | 0.06% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 104,354 | $14.7M | 0.12% | +41,802+66.8% | Added |
| Millennium Management LLC | 121,661 | $17.1M | 0.02% | −14,675−10.8% | Reduced |
| G2 Investment Partners Management LLC | 125,000 | $17.6M | 3.06% | −28,759−18.7% | Reduced |
| Comerica Bank | 131,605 | $18.8M | 0.11% | +67,625+105.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 136,995 | $19.3M | 0.12% | −7,909−5.5% | Reduced |
| Credit Suisse AG | 139,695 | $19.7M | 0.02% | −41,328−22.8% | Reduced |
| Nordea Investment Management AB | 140,663 | $19.7M | 0.03% | +213+0.2% | Added |
| New York State Common Retirement Fund | 156,216 | $22.0M | 0.02% | +34,280+28.1% | Added |
| Two Sigma Investments, LP | 175,122 | $24.7M | 0.07% | −91,576−34.3% | Reduced |
| JPMorgan Chase & Co | 176,156 | $24.8M | 0.00% | +17,093+10.7% | Added |
| Russell Investments Group, Ltd. | 193,581 | $27.3M | 0.05% | +8,452+4.6% | Added |
| Silvercrest Asset Management Group LLC | 199,257 | $28.1M | 0.19% | −77,520−28.0% | Reduced |
| Wellington Management Group LLP | 203,760 | $28.7M | 0.00% | +203,760 | New |
| Deutsche Bank AG | 216,131 | $30.5M | 0.01% | +120,408+125.8% | Added |
| Redwood Investments, LLC | 217,563 | $30.7M | 2.56% | −47,973−18.1% | Reduced |
| UBS Group AG | 251,445 | $35.4M | 0.01% | +88,921+54.7% | Added |
| Two Sigma Advisers, LP | 258,000 | $36.4M | 0.09% | −600−0.2% | Reduced |
| Bank of America Corp | 263,930 | $37.2M | 0.00% | −21,489−7.5% | Reduced |
| Federated Hermes, Inc. | 291,709 | $41.1M | 0.08% | +16,723+6.1% | Added |
| Norges Bank | 307,359 | $43.3M | 0.01% | −65,021−17.5% | Reduced |
| Kames Capital plc | 321,282 | $45.3M | 0.64% | +321,282 | New |
| Charles Schwab Investment Management Inc | 331,615 | $46.7M | 0.02% | +23,371+7.6% | Added |
| Washington Harbour Partners LP | 362,105 | $51.0M | 6.04% | −108,754−23.1% | Reduced |
| Nuveen Asset Management, LLC | 376,364 | $53.1M | 0.02% | +42,263+12.6% | Added |
| DF Dent & Co Inc | 383,687 | $54.1M | 0.55% | +40,211+11.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 394,930 | $55.7M | 0.14% | −16,416−4.0% | Reduced |
| Bank of New York Mellon Corp | 397,198 | $56.0M | 0.01% | −25,375−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 405,548 | $57.2M | 0.07% | −82,819−17.0% | Reduced |
| Mairs & Power Inc | 418,481 | $59.0M | 0.59% | −36,269−8.0% | Reduced |
| TimesSquare Capital Management, LLC | 479,235 | $67.6M | 0.59% | +479,235 | New |
| Standard Life Aberdeen plc | 516,879 | $71.9M | 0.16% | −59,547−10.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 521,397 | $73.5M | 0.09% | +97,529+23.0% | Added |
| Ranger Investment Management, L.P. | 542,243 | $76.4M | 4.08% | −139,986−20.5% | Reduced |
| Artisan Partners Limited Partnership | 579,463 | $81.7M | 0.10% | +253,312+77.7% | Added |
| Northern Trust Corp | 601,983 | $84.9M | 0.02% | −7,512−1.2% | Reduced |
| Thrivent Financial for Lutherans | 618,862 | $87.2M | 0.18% | −16,308−2.6% | Reduced |
| Goldman Sachs Group Inc | 688,349 | $97.0M | 0.02% | +407,600+145.2% | Added |
| Geode Capital Management, LLC | 690,072 | $97.3M | 0.01% | +2,137+0.3% | Added |
| Wells Fargo & Company | 709,163 | $100.0M | 0.02% | +317,775+81.2% | Added |
| Conestoga Capital Advisors, LLC | 738,688 | $104.1M | 1.44% | +11,218+1.5% | Added |
| State Street Corp | 882,253 | $124.4M | 0.01% | +13,470+1.6% | Added |
| Renaissance Technologies LLC | 890,400 | $125.5M | 0.16% | −267,000−23.1% | Reduced |
| Champlain Investment Partners, LLC | 944,725 | $133.2M | 0.64% | −143,170−13.2% | Reduced |
| First Trust Advisors LP | 959,842 | $135.3M | 0.15% | +502,378+109.8% | Added |
| Praesidium Investment Management Company, LLC | 1,088,397 | $153.4M | 8.50% | −15,797−1.4% | Reduced |
| Ameriprise Financial Inc | 1,101,946 | $155.3M | 0.05% | +327,679+42.3% | Added |
| William Blair Investment Management, LLC | 1,138,057 | $160.4M | 0.45% | −16,237−1.4% | Reduced |
| Granahan Investment Management Inc | 1,249,671 | $176.2M | 3.34% | −91,671−6.8% | Reduced |
| Invesco Ltd. | 1,270,783 | $179.1M | 0.05% | +1,174,169+1,215.3% | Added |
| FMR LLC | 1,526,796 | $215.2M | 0.02% | −505,240−24.9% | Reduced |
| Riverbridge Partners LLC | 1,599,586 | $225.5M | 2.26% | −4,616−0.3% | Reduced |
| Brown Advisory Inc | 2,038,416 | $287.3M | 0.42% | −465,152−18.6% | Reduced |
| Price T Rowe Associates Inc | 2,169,615 | $305.8M | 0.03% | −37,186−1.7% | Reduced |
| BlackRock Inc. | 3,373,078 | $475.5M | 0.01% | +555,960+19.7% | Added |
| Vanguard Group Inc | 4,092,194 | $576.8M | 0.01% | −176,508−4.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −108,380−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −14,366−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| QS Investors, LLC | – | – | – | – | Not filed |