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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 2,635 | $371.0K | 0.00% | +2,635 | New |
| GWM Advisors LLC | 2,562 | $361.0K | 0.01% | +65+2.6% | Added |
| Beacon Pointe Advisors, LLC | 2,555 | $360.0K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,498 | $352.0K | 0.06% | +2,498 | New |
| Convergence Investment Partners, LLC | 2,459 | $347.0K | 0.19% | +2,459 | New |
| Mackenzie Financial Corp | 2,457 | $346.0K | 0.00% | +2,457 | New |
| Walleye Capital LLC | 2,403 | $339.0K | 0.01% | −531−18.1% | Reduced |
| Ergoteles LLC | 2,390 | $337.0K | 0.01% | +2,390 | New |
| Wolverine Asset Management LLC | 2,291 | $322.0K | 0.00% | +2,291 | New |
| Milestone Advisory Partners | 2,204 | $311.0K | 0.18% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,200 | $310.0K | 0.00% | −1,100−33.3% | Reduced |
| C M Bidwell & Associates Ltd | 2,128 | $300.0K | 0.20% | +318+17.6% | Added |
| Jump Financial, LLC | 2,100 | $296.0K | 0.02% | +2,100 | New |
| Alphasimplex Group, LLC | 2,072 | $292.0K | 0.24% | +2,072 | New |
| Caxton Associates LP | 2,044 | $288.0K | 0.04% | +2,044 | New |
| 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 |
| First Mercantile Trust Co | 2,001 | $282.0K | 0.04% | +683+51.8% | 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 |
| Neuberger Berman Group LLC | 1,956 | $276.0K | 0.00% | +4+0.2% | Added |
| 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 |
| 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 |
| Bayesian Capital Management, LP | 1,749 | $247.0K | 0.07% | −366−17.3% | Reduced |
| Parkside Financial Bank & Trust | 1,710 | $241.0K | 0.07% | +20+1.2% | Added |
| Sigma Planning Corp | 1,700 | $240.0K | 0.01% | +1,700 | New |
| Profund Advisors LLC | 1,663 | $234.0K | 0.01% | +1,663 | New |
| Fifth Third Bancorp | 1,648 | $232.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,618 | $228.0K | 0.03% | −1,305−44.6% | Reduced |
| 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 |
| Keebeck Alpha, LP | 1,561 | $220.0K | 0.07% | +1,561 | New |
| Arlington Financial Advisors, LLC | 1,500 | $211.0K | 0.08% | +1,500 | New |
| TD Private Client Wealth LLC | 1,492 | $210.3K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,457 | $205.3K | 0.03% | +1,457 | New |
| Wealth Alliance | 1,449 | $204.0K | 0.05% | +1,449 | New |
| Macquarie Group Ltd | 1,193 | $168.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,070 | $151.0K | 0.01% | +31+3.0% | Added |
| Sofos Investments, Inc. | 0 | $141.0K | 0.10% | 0 | New |
| GPS Wealth Strategies Group, LLC | 900 | $127.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 837 | $117.0K | 0.01% | +837 | New |
| First Horizon Advisors, Inc. | 790 | $110.0K | 0.00% | −8−1.0% | Reduced |
| Dark Forest Capital Management LP | 753 | $106.0K | 0.04% | +154+25.7% | Added |
| Altshuler Shaham Ltd | 730 | $103.0K | 0.00% | +311+74.2% | Added |
| Harbor Investment Advisory, LLC | 687 | $97.0K | 0.01% | +687 | New |
| Asset Management One Co.,Ltd. | 603 | $84.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 494 | $70.0K | 0.00% | +34+7.4% | Added |
| Stonebridge Capital Advisors LLC | 469 | $66.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 383 | $53.0K | 0.00% | +372+3,381.8% | Added |
| Harvest Fund Management Co., Ltd | 372 | $52.0K | 0.01% | +372 | New |
| Private Capital Group, LLC | 297 | $42.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 248 | $35.0K | 0.00% | +64+34.8% | Added |
| Carroll Financial Associates, Inc. | 220 | $31.0K | 0.00% | −1−0.5% | Reduced |
| Berman Capital Advisors, LLC | 209 | $29.0K | 0.00% | +17+8.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 195 | $27.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 171 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $24.0K | 0.00% | +78+83.0% | Added |
| Huntington National Bank | 164 | $23.0K | 0.00% | −5−3.0% | Reduced |
| Spire Wealth Management | 151 | $21.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 130 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $14.0K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 93 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Manchester Capital Management LLC | 76 | $11.0K | 0.00% | +76 | New |
| Harbour Investments, Inc. | 74 | $10.0K | 0.00% | +73+7,300.0% | Added |
| AdvisorNet Financial, Inc | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 40 | $5.00K | 0.00% | +40 | New |
| Lindbrook Capital, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Arkadios Wealth Advisors | 6 | $0 | 0.00% | −2−25.0% | 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 |