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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.

Q4 2021 vs. Q3 2021

How the institutions holding Workiva Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WK: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2834319+40
Shares41.6M12.3K42.3M+747.4K (+1.8%)
Value$5.86B$1.73M$5.52B−$338.1M (−5.8%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Workiva Inc at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to WK in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC713,882$93.2M0.10%
Westfield Capital Management Co LP244,888$32.0M0.19%
Allianz Asset Management GmbH145,045$18.9M0.01%
Woodline Partners LP79,959$10.4M0.15%
Putnam Investments LLC54,125$7.06M0.01%
AXA S.A.27,470$3.58M0.01%
Goodman Advisory Group, LLC20,080$2.62M0.88%
Natixis19,417$2.53M0.01%
Capital Fund Management S.A.18,668$2.44M0.06%
Twinbeech Capital LP16,225$2.12M0.12%
Toronto Dominion Bank15,157$1.98M0.00%
Natixis Advisors, L.P.15,062$1.97M0.01%
Stanley-Laman Group, Ltd.12,551$1.64M0.19%
Quadrature Capital Ltd11,316$1.48M0.08%
Schonfeld Strategic Advisors LLC11,236$1.47M0.01%
Alpha DNA Investment Management LLC10,944$1.43M0.91%
Old Mission Capital LLC9,992$1.30M0.06%
Balyasny Asset Management LLC9,480$1.24M0.01%
HRT Financial LP8,697$1.13M0.01%
Ensign Peak Advisors, Inc8,630$1.13M0.00%
CWM, LLC7,088$925.0K0.01%
Hillsdale Investment Management Inc.6,100$796.0K0.05%
Boulder Hill Capital Management LP6,100$796.0K0.77%
AE Wealth Management LLC5,112$667.0K0.00%
Blueshift Asset Management, LLC5,084$663.0K0.06%
Walleye Trading LLC5,023$655.0K0.01%
Sonora Investment Management Group, LLC3,619$472.0K0.05%
Brinker Capital Investments, LLC3,495$456.0K0.01%
Duality Advisers, LP3,217$420.0K0.05%
Donoghue Forlines LLC2,853$372.0K0.06%
Crossmark Global Holdings, Inc.2,844$371.0K0.01%
Tudor Investment Corp Et Al2,669$348.0K0.01%
ExodusPoint Capital Management, LP2,630$343.0K0.00%
Magnetar Financial LLC2,555$333.0K0.00%
CenterBook Partners LP2,421$316.0K0.19%
Fox Run Management, L.L.C.2,327$304.0K0.18%
Graham Capital Management, L.P.2,271$296.0K0.02%
Equitable Trust Co2,245$293.0K0.02%
Gsa Capital Partners LLP2,057$268.0K0.03%
Public Employees Retirement System of Ohio1,988$259.0K0.00%
Aigen Investment Management, LP1,847$244.0K0.01%
Raymond James Financial Services Advisors, Inc.1,819$237.0K0.00%
Campbell & CO Investment Adviser LLC1,750$228.0K0.08%
Avantax Planning Partners, Inc.1,650$215.0K0.01%
Wolverine Trading, LLC1,620$214.0K0.00%
Park Avenue Securities LLC1,569$205.0K0.00%
City State Bank1,525$199.0K0.12%
Sageworth Trust Co of South Dakota1,403$183.0K0.28%
Hills Bank & Trust Co795$104.0K0.01%
Fulcrum Asset Management LLP–$93.0K0.05%
Confluence Wealth Services, Inc.205$26.0K0.01%
Aquire Wealth Advisors, LLC140$18.0K0.01%
Leonteq Securities AG137$17.9K0.00%
Macroview Investment Management LLC124$16.0K0.02%
National Bank of Canada59$8.00K0.00%
Ten Capital Wealth Advisors, LLC64$8.00K0.00%
Covestor Ltd59$8.00K0.01%
Sierra Capital LLC26$3.00K0.00%
HighMark Wealth Management LLC20$3.00K0.00%
McDonald Partners LLC22$2.87K0.00%
Absolute Capital Management, LLC22$2.87K0.00%
Jones Financial Companies LLLP4$1.00K0.00%
Lee Financial Co10$1.00K0.00%
JNBA Financial Advisors4$1.00K0.00%
IFP Advisors, Inc6$1.00K0.00%
Glassman Wealth Services5$1.00K0.00%
Henrickson Nauta Wealth Advisors, Inc.10$1.00K0.00%
Mach-1 Financial Group, Inc.4$00.00%

Sold out (28)

Institutions that held Workiva Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WK in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
NZS Capital, LLC29,048$4.09M
CastleArk Alternatives, LLC17,990$2.54M
Lazard Asset Management LLC11,723$1.65M
Acadian Asset Management LLC11,244$1.58M
EAM Global Investors LLC10,171$1.43M
Candriam Luxembourg S.C.A.10,000$1.41M
Dynamic Technology Lab Private Ltd6,750$951.0K
Oak Associates, Ltd6,725$948.0K
Verition Fund Management LLC6,532$921.0K
Qube Research & Technologies Ltd6,462$911.0K
Seven Eight Capital, LP5,870$827.0K
Centiva Capital, LP5,786$816.0K
AMP Capital Investors Ltd4,800$677.0K
Simplex Trading, LLC4,214$476.0K
Y-Intercept (Hong Kong) Ltd2,498$352.0K
Convergence Investment Partners, LLC2,459$347.0K
Wolverine Asset Management LLC2,291$322.0K
Alphasimplex Group, LLC2,072$292.0K
Prelude Capital Management, LLC1,792$253.0K
Capula Management Ltd1,601$226.0K
Keebeck Alpha, LP1,561$220.0K
Arlington Financial Advisors, LLC1,500$211.0K
Meeder Asset Management Inc837$117.0K
Altshuler Shaham Ltd730$103.0K
Asset Management One Co.,Ltd.603$84.0K
Cullen/Frost Bankers, Inc.83$12.0K
Meridian Wealth Partners, LLC8$1.00K
Arkadios Wealth Advisors6$0

Not filed for Q4 2021 yet (4)

Institutions that held Workiva Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.6,448$909.0K
Sonora Investment Management, LLC3,619$510.0K
First Mercantile Trust Co2,001$282.0K
Berman Capital Advisors, LLC209$29.0K