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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 21,808 | $3.07M | 0.01% | −5,662−20.6% | Reduced |
| EAM Investors, LLC | 20,335 | $2.87M | 0.48% | −1,846−8.3% | Reduced |
| Dimensional Fund Advisors LP | 20,073 | $2.83M | 0.00% | +20,073 | New |
| Institutional & Family Asset Management, LLC | 18,983 | $2.68M | 0.43% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 18,300 | $2.58M | 0.00% | +18,300 | New |
| Castleark Management LLC | 17,990 | $2.54M | 0.10% | +17,990 | New |
| CastleArk Alternatives, LLC | 17,990 | $2.54M | 0.10% | +17,990 | New |
| Knights of Columbus Asset Advisors LLC | 17,959 | $2.53M | 0.23% | −9,362−34.3% | Reduced |
| M&G Investment Management Ltd | 16,570 | $2.34M | 0.01% | −821−4.7% | Reduced |
| Stifel Financial Corp | 16,551 | $2.33M | 0.00% | +1,819+12.3% | Added |
| Voya Investment Management LLC | 16,387 | $2.31M | 0.00% | +108+0.7% | Added |
| Mariner, LLC | 15,809 | $2.23M | 0.01% | −1,144−6.7% | Reduced |
| State Board of Administration of Florida Retirement System | 15,781 | $2.22M | 0.00% | +240+1.5% | Added |
| Franklin Resources Inc | 15,312 | $2.16M | 0.00% | +12,127+380.8% | Added |
| MetLife Investment Management | 14,808 | $2.09M | 0.02% | −564−3.7% | Reduced |
| Occudo Quantitative Strategies LP | 14,442 | $2.04M | 0.24% | −13,246−47.8% | Reduced |
| First PREMIER Bank | 14,319 | $2.02M | 0.57% | −537−3.6% | 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 |
| Engineers Gate Manager LP | 13,422 | $1.89M | 0.11% | −9,065−40.3% | Reduced |
| 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 |
| Financial Counselors Inc | 13,000 | $1.83M | 0.04% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 12,706 | $1.79M | 0.00% | +1,926+17.9% | Added |
| The PNC Financial Services Group, Inc. | 12,638 | $1.78M | 0.00% | −2,063−14.0% | Reduced |
| Empowered Funds, LLC | 12,504 | $1.76M | 0.23% | +12,504 | New |
| AQR Capital Management LLC | 12,420 | $1.75M | 0.00% | +8,514+218.0% | Added |
| Paloma Partners Management Co | 12,033 | $1.70M | 0.07% | +12,033 | New |
| Lazard Asset Management LLC | 11,723 | $1.65M | 0.00% | +11,723 | New |
| American Century Companies Inc | 11,394 | $1.61M | 0.00% | +5,904+107.5% | Added |
| Jane Street Group, LLC | 11,384 | $1.60M | 0.00% | +1,006+9.7% | Added |
| Acadian Asset Management LLC | 11,244 | $1.58M | 0.01% | +10,125+904.8% | Added |
| Metropolitan Life Insurance Co | 11,223 | $1.58M | 0.02% | −200−1.8% | Reduced |
| Gotham Asset Management, LLC | 11,033 | $1.55M | 0.06% | +7,126+182.4% | Added |
| Susquehanna International Group, LLP | 10,673 | $1.50M | 0.00% | −2,748−20.5% | Reduced |
| Affinity Investment Advisors, LLC | 10,531 | $1.48M | 0.67% | −8−0.1% | Reduced |
| Glenmede Trust Co NA | 10,469 | $1.48M | 0.01% | +7,648+271.1% | Added |
| Arizona State Retirement System | 10,348 | $1.46M | 0.01% | +161+1.6% | Added |
| Los Angeles Capital Management LLC | 10,320 | $1.46M | 0.01% | 00.0% | Unchanged |
| EAM Global Investors LLC | 10,171 | $1.43M | 0.34% | +10,171 | New |
| AlphaCrest Capital Management LLC | 10,160 | $1.43M | 0.07% | −740−6.8% | Reduced |
| Candriam Luxembourg S.C.A. | 10,000 | $1.41M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,626 | $1.36M | 0.00% | +6,050+169.2% | Added |
| Legacy Bridge, LLC | 9,104 | $1.28M | 0.74% | −533−5.5% | Reduced |
| Principal Financial Group Inc | 8,985 | $1.27M | 0.00% | +2,266+33.7% | Added |
| Handelsbanken Fonder AB | 8,500 | $1.20M | 0.01% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 8,315 | $1.17M | 0.08% | 00.0% | Unchanged |
| Creative Planning | 8,174 | $1.15M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,882 | $1.11M | 0.00% | −3,083−28.1% | Reduced |
| Amalgamated Bank | 7,618 | $1.07M | 0.01% | −318−4.0% | Reduced |
| STRS Ohio | 7,100 | $1.00M | 0.00% | +3,600+102.9% | Added |
| Commonwealth Equity Services, LLC | 7,093 | $999.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,750 | $951.0K | 0.11% | +2,170+47.4% | Added |
| Oak Associates, Ltd | 6,725 | $948.0K | 0.05% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 6,578 | $927.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,532 | $921.0K | 0.01% | +6,532 | New |
| Qube Research & Technologies Ltd | 6,462 | $911.0K | 0.01% | +6,462 | New |
| Marshall Wace North America L.P. | 6,448 | $909.0K | 0.00% | +3,413+112.5% | Added |
| LPL Financial LLC | 6,416 | $904.0K | 0.00% | +519+8.8% | Added |
| First Hawaiian Bank | 6,296 | $887.0K | 0.04% | +28+0.4% | Added |
| Teacher Retirement System of Texas | 6,141 | $866.0K | 0.00% | +1,559+34.0% | Added |
| Algert Global LLC | 6,029 | $850.0K | 0.11% | +6,029 | New |
| Seven Eight Capital, LP | 5,870 | $827.0K | 0.08% | +5,870 | New |
| O'Shaughnessy Asset Management, LLC | 5,844 | $825.0K | 0.02% | +1,052+22.0% | Added |
| Centiva Capital, LP | 5,786 | $816.0K | 0.07% | +5,786 | New |
| Prudential Financial Inc | 5,284 | $814.0K | 0.00% | +545+11.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,701 | $803.6K | 0.00% | +4,332+316.4% | Added |
| Advisor Group Holdings, Inc. | 5,694 | $802.0K | 0.00% | +1,340+30.8% | Added |
| Virginia Retirement Systems Et Al | 5,600 | $789.0K | 0.01% | +5,600 | New |
| Blair William & Co | 5,305 | $748.0K | 0.00% | −222−4.0% | 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 |
| Synovus Financial Corp | 4,944 | $698.0K | 0.01% | −669−11.9% | Reduced |
| Quantinno Capital Management LP | 4,863 | $685.0K | 0.76% | −1,407−22.4% | Reduced |
| 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 |
| HSBC Holdings PLC | 4,806 | $671.0K | 0.00% | +1,188+32.8% | Added |
| Tower Research Capital LLC (TRC) | 4,709 | $664.0K | 0.02% | +3,672+354.1% | Added |
| Cresset Asset Management, LLC | 4,619 | $651.0K | 0.01% | +1,005+27.8% | Added |
| We Are One Seven, LLC | 4,337 | $649.0K | 0.08% | −75−1.7% | Reduced |
| Diversified Trust Co | 4,535 | $639.0K | 0.02% | −465−9.3% | Reduced |
| Advisors Asset Management, Inc. | 4,208 | $593.0K | 0.01% | +3,821+987.3% | Added |
| Foster Group, Inc. | 4,158 | $586.0K | 0.06% | −884−17.5% | Reduced |
| Twin Tree Management, LP | 3,994 | $563.0K | 0.02% | +3,994 | New |
| Hanseatic Management Services Inc | 3,974 | $560.0K | 0.97% | +3,974 | New |
| Victory Capital Management Inc | 3,853 | $543.0K | 0.00% | −164−4.1% | Reduced |
| Janus Henderson Group PLC | 3,783 | $533.0K | 0.00% | +3,783 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,637 | $513.0K | 0.00% | +375+11.5% | Added |
| Sonora Investment Management, LLC | 3,619 | $510.0K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,599 | $507.0K | 0.00% | +905+33.6% | Added |
| Dorsey & Whitney Trust CO LLC | 3,591 | $506.0K | 0.05% | −40−1.1% | Reduced |
| Hardy Reed LLC | 3,491 | $492.0K | 0.09% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,214 | $476.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,326 | $469.0K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,300 | $465.0K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,095 | $436.0K | 0.00% | −5−0.2% | Reduced |
| Mission Wealth Management, LP | 3,000 | $423.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 2,735 | $386.0K | 0.14% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,706 | $381.0K | 0.03% | +546+25.3% | Added |
| PEAK6 Investments LLC | 2,661 | $375.0K | 0.01% | +2,661 | New |