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, Q4 2021
Institutional positions in Workiva Inc as of Dec 31, 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
- 319
- +40 vs. Q3 2021
- Shares held
- 42.3M
- +747.4K (+1.8%) vs. Q3 2021
- Total value
- $5.52B
- −$338.1M (−5.8%) vs. Q3 2021
- New holders
- 68
- 115 more added
- Sold out
- 28
- 98 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,166,851 | $543.7M | 0.01% | +74,657+1.8% | Added |
| BlackRock Inc. | 3,543,943 | $462.4M | 0.01% | +170,865+5.1% | Added |
| Price T Rowe Associates Inc | 2,116,957 | $276.2M | 0.02% | −52,658−2.4% | Reduced |
| Brown Advisory Inc | 1,728,632 | $225.6M | 0.28% | −309,784−15.2% | Reduced |
| Riverbridge Partners LLC | 1,514,534 | $197.6M | 1.95% | −85,052−5.3% | Reduced |
| William Blair Investment Management, LLC | 1,467,050 | $191.4M | 0.52% | +328,993+28.9% | Added |
| Invesco Ltd. | 1,340,710 | $174.9M | 0.04% | +69,927+5.5% | Added |
| Ameriprise Financial Inc | 1,290,261 | $168.4M | 0.05% | +188,315+17.1% | Added |
| FMR LLC | 1,196,890 | $156.2M | 0.01% | −329,906−21.6% | Reduced |
| Praesidium Investment Management Company, LLC | 1,169,779 | $152.6M | 8.57% | +81,382+7.5% | Added |
| Artisan Partners Limited Partnership | 1,063,143 | $138.7M | 0.17% | +483,680+83.5% | Added |
| Granahan Investment Management Inc | 966,072 | $126.1M | 2.59% | −283,599−22.7% | Reduced |
| Champlain Investment Partners, LLC | 932,475 | $121.7M | 0.55% | −12,250−1.3% | Reduced |
| First Trust Advisors LP | 923,995 | $120.6M | 0.12% | −35,847−3.7% | Reduced |
| State Street Corp | 918,068 | $119.8M | 0.01% | +35,815+4.1% | Added |
| Renaissance Technologies LLC | 827,700 | $108.0M | 0.13% | −62,700−7.0% | Reduced |
| Conestoga Capital Advisors, LLC | 744,003 | $97.1M | 1.26% | +5,315+0.7% | Added |
| Geode Capital Management, LLC | 739,971 | $96.6M | 0.01% | +49,899+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 713,882 | $93.2M | 0.10% | +713,882 | New |
| Thrivent Financial for Lutherans | 637,526 | $83.2M | 0.16% | +18,664+3.0% | Added |
| TimesSquare Capital Management, LLC | 597,136 | $77.9M | 0.69% | +117,901+24.6% | Added |
| Northern Trust Corp | 583,804 | $76.2M | 0.01% | −18,179−3.0% | Reduced |
| Goldman Sachs Group Inc | 514,534 | $67.1M | 0.02% | −173,815−25.3% | Reduced |
| Ranger Investment Management, L.P. | 506,001 | $66.0M | 3.61% | −36,242−6.7% | Reduced |
| DF Dent & Co Inc | 504,145 | $65.8M | 0.66% | +120,458+31.4% | Added |
| Kames Capital plc | 437,860 | $57.1M | 0.74% | +116,578+36.3% | Added |
| Standard Life Aberdeen plc | 404,499 | $52.8M | 0.12% | −112,380−21.7% | Reduced |
| Mairs & Power Inc | 399,431 | $52.1M | 0.48% | −19,050−4.6% | Reduced |
| Nuveen Asset Management, LLC | 395,592 | $51.6M | 0.02% | +19,228+5.1% | Added |
| Bank of New York Mellon Corp | 395,083 | $51.6M | 0.01% | −2,115−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 391,144 | $51.0M | 0.11% | −3,786−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 361,101 | $47.1M | 0.06% | −44,447−11.0% | Reduced |
| Norges Bank | 353,255 | $46.1M | 0.01% | +45,896+14.9% | Added |
| Charles Schwab Investment Management Inc | 348,582 | $45.5M | 0.01% | +16,967+5.1% | Added |
| Arrowstreet Capital, Limited Partnership | 284,494 | $37.1M | 0.05% | −236,903−45.4% | Reduced |
| Two Sigma Advisers, LP | 266,300 | $34.7M | 0.09% | +8,300+3.2% | Added |
| Deutsche Bank AG | 252,232 | $32.9M | 0.01% | +36,101+16.7% | Added |
| Bank of America Corp | 246,658 | $32.2M | 0.00% | −17,272−6.5% | Reduced |
| Westfield Capital Management Co LP | 244,888 | $32.0M | 0.19% | +244,888 | New |
| Federated Hermes, Inc. | 233,923 | $30.5M | 0.06% | −57,786−19.8% | Reduced |
| Wellington Management Group LLP | 222,689 | $29.1M | 0.00% | +18,929+9.3% | Added |
| Silvercrest Asset Management Group LLC | 202,618 | $26.4M | 0.17% | +3,361+1.7% | Added |
| Redwood Investments, LLC | 186,430 | $24.3M | 1.92% | −31,133−14.3% | Reduced |
| UBS Group AG | 180,931 | $23.6M | 0.01% | −70,514−28.0% | Reduced |
| Washington Harbour Partners LP | 179,813 | $23.5M | 5.80% | −182,292−50.3% | Reduced |
| Russell Investments Group, Ltd. | 178,906 | $23.3M | 0.04% | −14,675−7.6% | Reduced |
| New York State Common Retirement Fund | 175,021 | $22.8M | 0.02% | +18,805+12.0% | Added |
| Two Sigma Investments, LP | 170,432 | $22.2M | 0.05% | −4,690−2.7% | Reduced |
| JPMorgan Chase & Co | 170,373 | $22.2M | 0.00% | −5,783−3.3% | Reduced |
| Credit Suisse AG | 163,973 | $21.4M | 0.02% | +24,278+17.4% | Added |
| Allianz Asset Management GmbH | 145,045 | $18.9M | 0.01% | +145,045 | New |
| Wells Fargo & Company | 144,939 | $18.9M | 0.00% | −564,224−79.6% | Reduced |
| Nordea Investment Management AB | 138,689 | $18.4M | 0.02% | −1,974−1.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 135,881 | $17.7M | 0.10% | −1,114−0.8% | Reduced |
| Frontier Capital Management Co LLC | 103,464 | $13.5M | 0.11% | −890−0.9% | Reduced |
| Impax Asset Management Group plc | 96,814 | $12.6M | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 96,022 | $12.5M | 0.01% | +15,884+19.8% | Added |
| California Public Employees Retirement System | 94,268 | $12.3M | 0.01% | −499−0.5% | Reduced |
| SEI Investments Co | 93,354 | $12.2M | 0.02% | +19,727+26.8% | Added |
| Millennium Management LLC | 93,113 | $12.2M | 0.01% | −28,548−23.5% | Reduced |
| Envestnet Asset Management Inc | 91,887 | $12.0M | 0.01% | +9,275+11.2% | Added |
| G2 Investment Partners Management LLC | 87,400 | $11.4M | 1.97% | −37,600−30.1% | Reduced |
| Swiss National Bank | 85,221 | $11.1M | 0.01% | +1,200+1.4% | Added |
| Great West Life Assurance Co | 84,630 | $11.0M | 0.02% | +575+0.7% | Added |
| Morgan Stanley | 80,120 | $10.5M | 0.00% | −2,280−2.8% | Reduced |
| Woodline Partners LP | 79,959 | $10.4M | 0.15% | +79,959 | New |
| Squarepoint Ops LLC | 77,327 | $10.1M | 0.05% | +6,961+9.9% | Added |
| Royal Bank of Canada | 76,908 | $10.0M | 0.00% | +15,340+24.9% | Added |
| EULAV Asset Management | 76,400 | $9.79M | 0.25% | 00.0% | Unchanged |
| Barclays PLC | 73,883 | $9.64M | 0.01% | +29,958+68.2% | Added |
| Orser Capital Management, LLC | 70,467 | $9.20M | 4.76% | −2,698−3.7% | Reduced |
| Pier Capital, LLC | 68,473 | $8.94M | 0.94% | −238−0.3% | Reduced |
| Moody Aldrich Partners LLC | 65,793 | $8.59M | 1.20% | −10,279−13.5% | Reduced |
| Cubist Systematic Strategies, LLC | 62,636 | $8.17M | 0.08% | +31,814+103.2% | Added |
| Parametric Portfolio Associates LLC | 60,783 | $7.93M | 0.00% | −2,100−3.3% | Reduced |
| Man Group plc | 58,261 | $7.60M | 0.02% | −3,508−5.7% | Reduced |
| Oppenheimer Asset Management Inc. | 58,148 | $7.59M | 0.10% | −1,133−1.9% | Reduced |
| Comerica Bank | 67,676 | $7.48M | 0.06% | −63,929−48.6% | Reduced |
| Citigroup Inc | 57,032 | $7.44M | 0.01% | −15,338−21.2% | Reduced |
| California State Teachers Retirement System | 56,007 | $7.31M | 0.01% | +1,781+3.3% | Added |
| Ingalls & Snyder LLC | 55,695 | $7.27M | 0.33% | −142−0.3% | Reduced |
| Putnam Investments LLC | 54,125 | $7.06M | 0.01% | +54,125 | New |
| Alliancebernstein L.P. | 53,139 | $6.93M | 0.00% | +59+0.1% | Added |
| George Kaiser Family Foundation | 51,825 | $6.76M | 0.97% | +5,920+12.9% | Added |
| Castleark Management LLC | 48,215 | $6.29M | 0.23% | +30,225+168.0% | Added |
| UBS Asset Management Americas Inc | 46,239 | $6.03M | 0.00% | +2,144+4.9% | Added |
| Eaton Vance Management | 45,300 | $5.91M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 43,236 | $5.64M | 0.01% | −248−0.6% | Reduced |
| Advantage Alpha Capital Partners LP | 42,269 | $5.52M | 0.79% | +11,457+37.2% | Added |
| King Luther Capital Management Corp | 42,167 | $5.50M | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 41,500 | $5.42M | 0.41% | +800+2.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 40,964 | $5.34M | 1.20% | +6,775+19.8% | Added |
| Segall Bryant & Hamill, LLC | 40,584 | $5.30M | 0.05% | +2,563+6.7% | Added |
| Resources Investment Advisors, LLC. | 40,512 | $5.29M | 0.20% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 37,490 | $4.89M | 3.52% | −6,843−15.4% | Reduced |
| Advisory Research Inc | 36,755 | $4.80M | 0.38% | +3,746+11.3% | Added |
| Raymond James & Associates | 34,806 | $4.54M | 0.00% | −105−0.3% | Reduced |
| HighTower Advisors, LLC | 34,662 | $4.52M | 0.01% | +594+1.7% | Added |
| Legal & General Group Plc | 34,156 | $4.46M | 0.00% | +292+0.9% | Added |
| US Bancorp | 33,383 | $4.36M | 0.01% | −1,576−4.5% | Reduced |