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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 2,649 | $346.0K | 0.00% | +14+0.5% | Added |
| Tudor Investment Corp Et Al | 2,669 | $348.0K | 0.01% | +2,669 | New |
| Quantinno Capital Management LP | 2,682 | $350.0K | 0.06% | −2,181−44.8% | Reduced |
| Versor Investments LP | 2,827 | $369.0K | 0.01% | +1,031+57.4% | Added |
| Crossmark Global Holdings, Inc. | 2,844 | $371.0K | 0.01% | +2,844 | New |
| Donoghue Forlines LLC | 2,853 | $372.0K | 0.06% | +2,853 | New |
| Hardy Reed LLC | 3,027 | $395.0K | 0.07% | −464−13.3% | Reduced |
| Duality Advisers, LP | 3,217 | $420.0K | 0.05% | +3,217 | New |
| Gilbert & Cook, Inc. | 3,300 | $431.0K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LP | 3,318 | $433.0K | 0.06% | +1,274+62.3% | Added |
| Ameritas Investment Partners, Inc. | 3,326 | $434.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,348 | $437.0K | 0.00% | +891+36.3% | Added |
| Brinker Capital Investments, LLC | 3,495 | $456.0K | 0.01% | +3,495 | New |
| Dorsey & Whitney Trust CO LLC | 3,591 | $469.0K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,619 | $472.0K | 0.05% | +3,619 | New |
| Janney Montgomery Scott LLC | 3,912 | $510.0K | 0.00% | +817+26.4% | Added |
| Hanseatic Management Services Inc | 4,030 | $526.0K | 0.86% | +56+1.4% | Added |
| Paloma Partners Management Co | 4,114 | $537.0K | 0.02% | −7,919−65.8% | Reduced |
| Foster Group, Inc. | 4,163 | $543.0K | 0.05% | +5+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,172 | $544.0K | 0.01% | −1,672−28.6% | Reduced |
| Bayesian Capital Management, LP | 4,196 | $548.0K | 0.17% | +2,447+139.9% | Added |
| MML Investors Services, LLC | 4,254 | $555.0K | 0.00% | +655+18.2% | Added |
| We Are One Seven, LLC | 4,287 | $559.0K | 0.06% | −50−1.2% | Reduced |
| Sage Rhino Capital LLC | 4,504 | $588.0K | 0.16% | −496−9.9% | Reduced |
| Diversified Trust Co | 4,535 | $592.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,677 | $610.0K | 0.01% | +58+1.3% | Added |
| LPL Financial LLC | 4,746 | $619.0K | 0.00% | −1,670−26.0% | Reduced |
| First Hawaiian Bank | 4,906 | $640.0K | 0.02% | −1,390−22.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $653.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,023 | $655.0K | 0.01% | +5,023 | New |
| Blueshift Asset Management, LLC | 5,084 | $663.0K | 0.06% | +5,084 | New |
| AE Wealth Management LLC | 5,112 | $667.0K | 0.00% | +5,112 | New |
| Gotham Asset Management, LLC | 5,355 | $699.0K | 0.02% | −5,678−51.5% | Reduced |
| Synovus Financial Corp | 5,343 | $704.0K | 0.01% | +399+8.1% | Added |
| Algert Global LLC | 5,679 | $741.0K | 0.09% | −350−5.8% | Reduced |
| Jump Financial, LLC | 5,705 | $745.0K | 0.05% | +3,605+171.7% | Added |
| Prudential Financial Inc | 4,729 | $747.0K | 0.00% | −555−10.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,747 | $750.0K | 0.00% | +2,110+58.0% | Added |
| Virginia Retirement Systems Et Al | 5,800 | $757.0K | 0.01% | +200+3.6% | Added |
| Trexquant Investment LP | 5,914 | $772.0K | 0.05% | +1,112+23.2% | Added |
| Hillsdale Investment Management Inc. | 6,100 | $796.0K | 0.05% | +6,100 | New |
| Boulder Hill Capital Management LP | 6,100 | $796.0K | 0.77% | +6,100 | New |
| Victory Capital Management Inc | 6,464 | $843.0K | 0.00% | +2,611+67.8% | Added |
| First Republic Investment Management, Inc. | 6,536 | $853.0K | 0.00% | −42−0.6% | Reduced |
| CWM, LLC | 7,088 | $925.0K | 0.01% | +7,088 | New |
| Commonwealth Equity Services, LLC | 7,187 | $937.0K | 0.00% | +94+1.3% | Added |
| Principal Financial Group Inc | 7,283 | $950.0K | 0.00% | −1,702−18.9% | Reduced |
| Handelsbanken Fonder AB | 7,400 | $966.0K | 0.00% | −1,100−12.9% | Reduced |
| Blair William & Co | 7,534 | $983.0K | 0.00% | +2,229+42.0% | Added |
| Amalgamated Bank | 7,537 | $984.0K | 0.01% | −81−1.1% | Reduced |
| Teacher Retirement System of Texas | 7,574 | $988.0K | 0.00% | +1,433+23.3% | Added |
| Janus Henderson Group PLC | 7,613 | $994.0K | 0.00% | +3,830+101.2% | Added |
| Advisor Group Holdings, Inc. | 7,760 | $1.01M | 0.00% | +2,066+36.3% | Added |
| Quantbot Technologies LP | 7,768 | $1.01M | 0.08% | +5,062+187.1% | Added |
| Bank of Montreal | 7,856 | $1.06M | 0.00% | −51,815−86.8% | Reduced |
| HSBC Holdings PLC | 8,154 | $1.06M | 0.00% | +3,348+69.7% | Added |
| Frontier Wealth Management LLC | 8,315 | $1.08M | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8,454 | $1.10M | 0.57% | −650−7.1% | Reduced |
| Affinity Investment Advisors, LLC | 8,564 | $1.12M | 0.45% | −1,967−18.7% | Reduced |
| Ensign Peak Advisors, Inc | 8,630 | $1.13M | 0.00% | +8,630 | New |
| HRT Financial LP | 8,697 | $1.13M | 0.01% | +8,697 | New |
| Creative Planning | 8,721 | $1.14M | 0.00% | +547+6.7% | Added |
| Balyasny Asset Management LLC | 9,480 | $1.24M | 0.01% | +9,480 | New |
| EAM Investors, LLC | 9,612 | $1.25M | 0.21% | −10,723−52.7% | Reduced |
| Walleye Capital LLC | 9,908 | $1.29M | 0.04% | +7,505+312.3% | Added |
| Old Mission Capital LLC | 9,992 | $1.30M | 0.06% | +9,992 | New |
| Arizona State Retirement System | 10,419 | $1.36M | 0.01% | +71+0.7% | Added |
| Advisors Asset Management, Inc. | 10,457 | $1.36M | 0.02% | +6,249+148.5% | Added |
| Susquehanna International Group, LLP | 10,461 | $1.36M | 0.00% | −212−2.0% | Reduced |
| Glenmede Trust Co NA | 10,794 | $1.41M | 0.01% | +325+3.1% | Added |
| Ergoteles LLC | 10,883 | $1.42M | 0.06% | +8,493+355.4% | Added |
| Metropolitan Life Insurance Co | 10,892 | $1.42M | 0.02% | −331−2.9% | Reduced |
| Alpha DNA Investment Management LLC | 10,944 | $1.43M | 0.91% | +10,944 | New |
| Los Angeles Capital Management LLC | 11,169 | $1.46M | 0.01% | +849+8.2% | Added |
| Schonfeld Strategic Advisors LLC | 11,236 | $1.47M | 0.01% | +11,236 | New |
| Quadrature Capital Ltd | 11,316 | $1.48M | 0.08% | +11,316 | New |
| American Century Companies Inc | 11,394 | $1.49M | 0.00% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 11,881 | $1.54M | 0.01% | −4,689−28.3% | Reduced |
| Stanley-Laman Group, Ltd. | 12,551 | $1.64M | 0.19% | +12,551 | New |
| ProShare Advisors LLC | 12,924 | $1.69M | 0.00% | +5,042+64.0% | Added |
| FDx Advisors, Inc. | 13,047 | $1.70M | 0.05% | −248−1.9% | Reduced |
| Icon Wealth Partners, LLC | 13,047 | $1.70M | 0.17% | −248−1.9% | Reduced |
| Empowered Funds, LLC | 13,092 | $1.71M | 0.19% | +588+4.7% | Added |
| Engineers Gate Manager LP | 13,315 | $1.74M | 0.08% | −107−0.8% | Reduced |
| Baird Financial Group, Inc. | 13,666 | $1.78M | 0.00% | +960+7.6% | Added |
| Financial Counselors Inc | 13,710 | $1.79M | 0.04% | +710+5.5% | Added |
| AlphaCrest Capital Management LLC | 14,302 | $1.87M | 0.07% | +4,142+40.8% | Added |
| First PREMIER Bank | 14,319 | $1.87M | 0.48% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,667 | $1.91M | 0.00% | −1,884−11.4% | Reduced |
| MetLife Investment Management | 14,808 | $1.93M | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 14,900 | $1.94M | 0.00% | −3,400−18.6% | Reduced |
| STRS Ohio | 15,000 | $1.96M | 0.01% | +7,900+111.3% | Added |
| Natixis Advisors, L.P. | 15,062 | $1.97M | 0.01% | +15,062 | New |
| Toronto Dominion Bank | 15,157 | $1.98M | 0.00% | +15,157 | New |
| Mariner, LLC | 15,199 | $1.98M | 0.01% | −610−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 15,396 | $2.01M | 0.00% | +2,758+21.8% | Added |
| Franklin Resources Inc | 15,605 | $2.04M | 0.00% | +293+1.9% | Added |
| Twinbeech Capital LP | 16,225 | $2.12M | 0.12% | +16,225 | New |
| Assenagon Asset Management S.A. | 16,328 | $2.13M | 0.01% | −9,384−36.5% | Reduced |
| Voya Investment Management LLC | 16,585 | $2.16M | 0.00% | +198+1.2% | Added |