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 |
|---|---|---|---|---|---|
| Mach-1 Financial Group, Inc. | 4 | $0 | 0.00% | +4 | New |
| Northwestern Mutual Wealth Management Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $1.00K | 0.00% | +4 | New |
| Lee Financial Co | 10 | $1.00K | 0.00% | +10 | New |
| JNBA Financial Advisors | 4 | $1.00K | 0.00% | +4 | New |
| IFP Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| Glassman Wealth Services | 5 | $1.00K | 0.00% | +5 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| NEXT Financial Group, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 22 | $2.87K | 0.00% | +22 | New |
| Absolute Capital Management, LLC | 22 | $2.87K | 0.00% | +22 | New |
| Lindbrook Capital, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 26 | $3.00K | 0.00% | +26 | New |
| HighMark Wealth Management LLC | 20 | $3.00K | 0.00% | +20 | New |
| Eagle Bay Advisors LLC | 41 | $5.00K | 0.00% | −41−50.0% | Reduced |
| Bellwether Advisors, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $6.00K | 0.00% | −7−13.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 45 | $6.00K | 0.00% | +40+800.0% | Added |
| Iron Horse Wealth Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 64 | $8.00K | 0.00% | −10−13.5% | Reduced |
| National Bank of Canada | 59 | $8.00K | 0.00% | +59 | New |
| Ten Capital Wealth Advisors, LLC | 64 | $8.00K | 0.00% | +64 | New |
| Covestor Ltd | 59 | $8.00K | 0.01% | +59 | New |
| Dark Forest Capital Management LP | 66 | $9.00K | 0.00% | −687−91.2% | Reduced |
| Manchester Capital Management LLC | 82 | $11.0K | 0.00% | +6+7.9% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 102 | $13.0K | 0.00% | +9+9.7% | Added |
| Sofos Investments, Inc. | 130 | $14.0K | 0.00% | +130 | Added |
| Quadrant Capital Group LLC | 115 | $15.0K | 0.00% | +105+1,050.0% | Added |
| Macroview Investment Management LLC | 124 | $16.0K | 0.02% | +124 | New |
| HC Financial Advisors Inc | 130 | $17.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 137 | $17.9K | 0.00% | +137 | New |
| Aquire Wealth Advisors, LLC | 140 | $18.0K | 0.01% | +140 | New |
| Spire Wealth Management | 151 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 165 | $21.0K | 0.00% | −207−55.6% | Reduced |
| Huntington National Bank | 164 | $21.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 181 | $24.0K | 0.00% | −14−7.2% | Reduced |
| Confluence Wealth Services, Inc. | 205 | $26.0K | 0.01% | +205 | New |
| Parallel Advisors, LLC | 223 | $29.0K | 0.00% | +51+29.7% | Added |
| Carroll Financial Associates, Inc. | 220 | $30.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $31.0K | 0.00% | +70+40.9% | Added |
| Private Capital Group, LLC | 298 | $39.0K | 0.01% | +1+0.3% | Added |
| Signaturefd, LLC | 370 | $48.0K | 0.00% | +122+49.2% | Added |
| Rockefeller Capital Management L.P. | 392 | $51.0K | 0.00% | +9+2.3% | Added |
| Sageworth Trust Co | 423 | $55.0K | 0.00% | −1,410−76.9% | Reduced |
| Stonebridge Capital Advisors LLC | 469 | $61.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 537 | $70.0K | 0.00% | +43+8.7% | Added |
| First Horizon Advisors, Inc. | 692 | $90.0K | 0.00% | −98−12.4% | Reduced |
| Harbor Investment Advisory, LLC | 687 | $90.0K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $93.0K | 0.05% | – | New |
| Hills Bank & Trust Co | 795 | $104.0K | 0.01% | +795 | New |
| SG Americas Securities, LLC | 896 | $117.0K | 0.00% | −13,077−93.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 900 | $117.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 976 | $127.0K | 0.01% | −94−8.8% | Reduced |
| Macquarie Group Ltd | 1,193 | $156.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,480 | $175.0K | 0.00% | −120−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,363 | $178.0K | 0.00% | −3,346−71.1% | Reduced |
| C M Bidwell & Associates Ltd | 1,400 | $183.0K | 0.11% | −728−34.2% | Reduced |
| Sageworth Trust Co of South Dakota | 1,403 | $183.0K | 0.28% | +1,403 | New |
| Fifth Third Bancorp | 1,482 | $193.0K | 0.00% | −166−10.1% | Reduced |
| TD Private Client Wealth LLC | 1,492 | $194.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,525 | $199.0K | 0.12% | +1,525 | New |
| Wealth Alliance | 1,546 | $202.0K | 0.04% | +97+6.7% | Added |
| Park Avenue Securities LLC | 1,569 | $205.0K | 0.00% | +1,569 | New |
| Wolverine Trading, LLC | 1,620 | $214.0K | 0.00% | +1,620 | New |
| Avantax Planning Partners, Inc. | 1,650 | $215.0K | 0.01% | +1,650 | New |
| State of Wyoming | 1,683 | $220.0K | 0.10% | −299−15.1% | Reduced |
| Sigma Planning Corp | 1,700 | $222.0K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,727 | $225.0K | 0.03% | +109+6.7% | Added |
| Campbell & CO Investment Adviser LLC | 1,750 | $228.0K | 0.08% | +1,750 | New |
| Parkside Financial Bank & Trust | 1,771 | $231.0K | 0.06% | +61+3.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,799 | $235.0K | 0.02% | −31−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,819 | $237.0K | 0.00% | +1,819 | New |
| Aigen Investment Management, LP | 1,847 | $244.0K | 0.01% | +1,847 | New |
| Profund Advisors LLC | 1,892 | $247.0K | 0.01% | +229+13.8% | Added |
| Neuberger Berman Group LLC | 2,241 | $251.0K | 0.00% | +285+14.6% | Added |
| Public Employees Retirement System of Ohio | 1,988 | $259.0K | 0.00% | +1,988 | New |
| Mission Wealth Management, LP | 2,000 | $261.0K | 0.01% | −1,000−33.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,000 | $261.0K | 0.01% | −555−21.7% | Reduced |
| CIBC Asset Management Inc | 2,018 | $263.0K | 0.00% | +42+2.1% | Added |
| Xponance, Inc. | 2,037 | $266.0K | 0.00% | +12+0.6% | Added |
| Gsa Capital Partners LLP | 2,057 | $268.0K | 0.03% | +2,057 | New |
| State of Wisconsin Investment Board | 2,200 | $287.0K | 0.00% | 00.0% | Unchanged |
| Milestone Advisory Partners | 2,204 | $288.0K | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 2,245 | $293.0K | 0.02% | +2,245 | New |
| Graham Capital Management, L.P. | 2,271 | $296.0K | 0.02% | +2,271 | New |
| Mercer Global Advisors Inc | 2,308 | $301.0K | 0.00% | +288+14.3% | Added |
| Fox Run Management, L.L.C. | 2,327 | $304.0K | 0.18% | +2,327 | New |
| CenterBook Partners LP | 2,421 | $316.0K | 0.19% | +2,421 | New |
| Cornerstone Wealth Advisors, Inc. | 2,450 | $320.0K | 0.11% | −285−10.4% | Reduced |
| Twin Tree Management, LP | 2,468 | $322.0K | 0.01% | −1,526−38.2% | Reduced |
| Azzad Asset Management Inc | 2,473 | $322.7K | 0.04% | +1,016+69.7% | Added |
| GWM Advisors LLC | 2,552 | $333.0K | 0.01% | −10−0.4% | Reduced |
| Magnetar Financial LLC | 2,555 | $333.0K | 0.00% | +2,555 | New |
| ExodusPoint Capital Management, LP | 2,630 | $343.0K | 0.00% | +2,630 | New |