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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 16,880 | $2.20M | 0.00% | +1,099+7.0% | Added |
| AQR Capital Management LLC | 17,620 | $2.30M | 0.00% | +5,200+41.9% | Added |
| Knights of Columbus Asset Advisors LLC | 18,280 | $2.38M | 0.19% | +321+1.8% | Added |
| Capital Fund Management S.A. | 18,668 | $2.44M | 0.06% | +18,668 | New |
| Institutional & Family Asset Management, LLC | 18,983 | $2.48M | 0.39% | 00.0% | Unchanged |
| Natixis | 19,417 | $2.53M | 0.01% | +19,417 | New |
| Goodman Advisory Group, LLC | 20,080 | $2.62M | 0.88% | +20,080 | New |
| Manufacturers Life Insurance Company, The | 21,715 | $2.83M | 0.00% | −217−1.0% | Reduced |
| PEAK6 Investments LLC | 21,778 | $2.84M | 0.08% | +19,117+718.4% | Added |
| Occudo Quantitative Strategies LP | 22,571 | $2.94M | 0.26% | +8,129+56.3% | Added |
| American International Group, Inc. | 22,758 | $2.97M | 0.01% | −681−2.9% | Reduced |
| Jane Street Group, LLC | 22,884 | $2.99M | 0.01% | +11,500+101.0% | Added |
| State of New Jersey Common Pension Fund D | 22,964 | $3.00M | 0.01% | +1,156+5.3% | Added |
| Dimensional Fund Advisors LP | 24,730 | $3.23M | 0.00% | +4,657+23.2% | Added |
| AXA S.A. | 27,470 | $3.58M | 0.01% | +27,470 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,062 | $3.71M | 0.01% | +22,361+392.2% | Added |
| BNP Paribas Arbitrage, SA | 28,726 | $3.75M | 0.01% | +19,100+198.4% | Added |
| Liontrust Investment Partners LLP | 30,000 | $3.91M | 0.05% | +1,000+3.4% | Added |
| TD Asset Management Inc | 31,908 | $4.16M | 0.00% | +17,935+128.4% | Added |
| US Bancorp | 33,383 | $4.36M | 0.01% | −1,576−4.5% | Reduced |
| Legal & General Group Plc | 34,156 | $4.46M | 0.00% | +292+0.9% | Added |
| HighTower Advisors, LLC | 34,662 | $4.52M | 0.01% | +594+1.7% | Added |
| Raymond James & Associates | 34,806 | $4.54M | 0.00% | −105−0.3% | Reduced |
| Advisory Research Inc | 36,755 | $4.80M | 0.38% | +3,746+11.3% | Added |
| Alamar Capital Management, LLC | 37,490 | $4.89M | 3.52% | −6,843−15.4% | Reduced |
| Resources Investment Advisors, LLC. | 40,512 | $5.29M | 0.20% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 40,584 | $5.30M | 0.05% | +2,563+6.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 40,964 | $5.34M | 1.20% | +6,775+19.8% | Added |
| PDT Partners, LLC | 41,500 | $5.42M | 0.41% | +800+2.0% | Added |
| King Luther Capital Management Corp | 42,167 | $5.50M | 0.02% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 42,269 | $5.52M | 0.79% | +11,457+37.2% | Added |
| Rhumbline Advisers | 43,236 | $5.64M | 0.01% | −248−0.6% | Reduced |
| Eaton Vance Management | 45,300 | $5.91M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 46,239 | $6.03M | 0.00% | +2,144+4.9% | Added |
| Castleark Management LLC | 48,215 | $6.29M | 0.23% | +30,225+168.0% | Added |
| George Kaiser Family Foundation | 51,825 | $6.76M | 0.97% | +5,920+12.9% | Added |
| Alliancebernstein L.P. | 53,139 | $6.93M | 0.00% | +59+0.1% | Added |
| Putnam Investments LLC | 54,125 | $7.06M | 0.01% | +54,125 | New |
| Ingalls & Snyder LLC | 55,695 | $7.27M | 0.33% | −142−0.3% | Reduced |
| California State Teachers Retirement System | 56,007 | $7.31M | 0.01% | +1,781+3.3% | Added |
| Citigroup Inc | 57,032 | $7.44M | 0.01% | −15,338−21.2% | Reduced |
| Comerica Bank | 67,676 | $7.48M | 0.06% | −63,929−48.6% | Reduced |
| Oppenheimer Asset Management Inc. | 58,148 | $7.59M | 0.10% | −1,133−1.9% | Reduced |
| Man Group plc | 58,261 | $7.60M | 0.02% | −3,508−5.7% | Reduced |
| Parametric Portfolio Associates LLC | 60,783 | $7.93M | 0.00% | −2,100−3.3% | Reduced |
| Cubist Systematic Strategies, LLC | 62,636 | $8.17M | 0.08% | +31,814+103.2% | Added |
| Moody Aldrich Partners LLC | 65,793 | $8.59M | 1.20% | −10,279−13.5% | Reduced |
| Pier Capital, LLC | 68,473 | $8.94M | 0.94% | −238−0.3% | Reduced |
| Orser Capital Management, LLC | 70,467 | $9.20M | 4.76% | −2,698−3.7% | Reduced |
| Barclays PLC | 73,883 | $9.64M | 0.01% | +29,958+68.2% | Added |
| EULAV Asset Management | 76,400 | $9.79M | 0.25% | 00.0% | Unchanged |
| Royal Bank of Canada | 76,908 | $10.0M | 0.00% | +15,340+24.9% | Added |
| Squarepoint Ops LLC | 77,327 | $10.1M | 0.05% | +6,961+9.9% | Added |
| Woodline Partners LP | 79,959 | $10.4M | 0.15% | +79,959 | New |
| Morgan Stanley | 80,120 | $10.5M | 0.00% | −2,280−2.8% | Reduced |
| Great West Life Assurance Co | 84,630 | $11.0M | 0.02% | +575+0.7% | Added |
| Swiss National Bank | 85,221 | $11.1M | 0.01% | +1,200+1.4% | Added |
| G2 Investment Partners Management LLC | 87,400 | $11.4M | 1.97% | −37,600−30.1% | Reduced |
| Envestnet Asset Management Inc | 91,887 | $12.0M | 0.01% | +9,275+11.2% | Added |
| Millennium Management LLC | 93,113 | $12.2M | 0.01% | −28,548−23.5% | Reduced |
| SEI Investments Co | 93,354 | $12.2M | 0.02% | +19,727+26.8% | Added |
| California Public Employees Retirement System | 94,268 | $12.3M | 0.01% | −499−0.5% | Reduced |
| Citadel Advisors LLC | 96,022 | $12.5M | 0.01% | +15,884+19.8% | Added |
| Impax Asset Management Group plc | 96,814 | $12.6M | 0.05% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 103,464 | $13.5M | 0.11% | −890−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 135,881 | $17.7M | 0.10% | −1,114−0.8% | Reduced |
| Nordea Investment Management AB | 138,689 | $18.4M | 0.02% | −1,974−1.4% | Reduced |
| Wells Fargo & Company | 144,939 | $18.9M | 0.00% | −564,224−79.6% | Reduced |
| Allianz Asset Management GmbH | 145,045 | $18.9M | 0.01% | +145,045 | New |
| Credit Suisse AG | 163,973 | $21.4M | 0.02% | +24,278+17.4% | Added |
| JPMorgan Chase & Co | 170,373 | $22.2M | 0.00% | −5,783−3.3% | Reduced |
| Two Sigma Investments, LP | 170,432 | $22.2M | 0.05% | −4,690−2.7% | Reduced |
| New York State Common Retirement Fund | 175,021 | $22.8M | 0.02% | +18,805+12.0% | Added |
| Russell Investments Group, Ltd. | 178,906 | $23.3M | 0.04% | −14,675−7.6% | Reduced |
| Washington Harbour Partners LP | 179,813 | $23.5M | 5.80% | −182,292−50.3% | Reduced |
| UBS Group AG | 180,931 | $23.6M | 0.01% | −70,514−28.0% | Reduced |
| Redwood Investments, LLC | 186,430 | $24.3M | 1.92% | −31,133−14.3% | Reduced |
| Silvercrest Asset Management Group LLC | 202,618 | $26.4M | 0.17% | +3,361+1.7% | Added |
| Wellington Management Group LLP | 222,689 | $29.1M | 0.00% | +18,929+9.3% | Added |
| Federated Hermes, Inc. | 233,923 | $30.5M | 0.06% | −57,786−19.8% | Reduced |
| Westfield Capital Management Co LP | 244,888 | $32.0M | 0.19% | +244,888 | New |
| Bank of America Corp | 246,658 | $32.2M | 0.00% | −17,272−6.5% | Reduced |
| Deutsche Bank AG | 252,232 | $32.9M | 0.01% | +36,101+16.7% | Added |
| Two Sigma Advisers, LP | 266,300 | $34.7M | 0.09% | +8,300+3.2% | Added |
| Arrowstreet Capital, Limited Partnership | 284,494 | $37.1M | 0.05% | −236,903−45.4% | Reduced |
| Charles Schwab Investment Management Inc | 348,582 | $45.5M | 0.01% | +16,967+5.1% | Added |
| Norges Bank | 353,255 | $46.1M | 0.01% | +45,896+14.9% | Added |
| D. E. Shaw & Co., Inc. | 361,101 | $47.1M | 0.06% | −44,447−11.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 391,144 | $51.0M | 0.11% | −3,786−1.0% | Reduced |
| Bank of New York Mellon Corp | 395,083 | $51.6M | 0.01% | −2,115−0.5% | Reduced |
| Nuveen Asset Management, LLC | 395,592 | $51.6M | 0.02% | +19,228+5.1% | Added |
| Mairs & Power Inc | 399,431 | $52.1M | 0.48% | −19,050−4.6% | Reduced |
| Standard Life Aberdeen plc | 404,499 | $52.8M | 0.12% | −112,380−21.7% | Reduced |
| Kames Capital plc | 437,860 | $57.1M | 0.74% | +116,578+36.3% | Added |
| DF Dent & Co Inc | 504,145 | $65.8M | 0.66% | +120,458+31.4% | Added |
| Ranger Investment Management, L.P. | 506,001 | $66.0M | 3.61% | −36,242−6.7% | Reduced |
| Goldman Sachs Group Inc | 514,534 | $67.1M | 0.02% | −173,815−25.3% | Reduced |
| Northern Trust Corp | 583,804 | $76.2M | 0.01% | −18,179−3.0% | Reduced |
| TimesSquare Capital Management, LLC | 597,136 | $77.9M | 0.69% | +117,901+24.6% | Added |
| Thrivent Financial for Lutherans | 637,526 | $83.2M | 0.16% | +18,664+3.0% | Added |