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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 31,908 | $4.16M | 0.00% | +17,935+128.4% | Added |
| Liontrust Investment Partners LLP | 30,000 | $3.91M | 0.05% | +1,000+3.4% | Added |
| BNP Paribas Arbitrage, SA | 28,726 | $3.75M | 0.01% | +19,100+198.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,062 | $3.71M | 0.01% | +22,361+392.2% | Added |
| AXA S.A. | 27,470 | $3.58M | 0.01% | +27,470 | New |
| Dimensional Fund Advisors LP | 24,730 | $3.23M | 0.00% | +4,657+23.2% | Added |
| State of New Jersey Common Pension Fund D | 22,964 | $3.00M | 0.01% | +1,156+5.3% | Added |
| Jane Street Group, LLC | 22,884 | $2.99M | 0.01% | +11,500+101.0% | Added |
| American International Group, Inc. | 22,758 | $2.97M | 0.01% | −681−2.9% | Reduced |
| Occudo Quantitative Strategies LP | 22,571 | $2.94M | 0.26% | +8,129+56.3% | Added |
| PEAK6 Investments LLC | 21,778 | $2.84M | 0.08% | +19,117+718.4% | Added |
| Manufacturers Life Insurance Company, The | 21,715 | $2.83M | 0.00% | −217−1.0% | Reduced |
| Goodman Advisory Group, LLC | 20,080 | $2.62M | 0.88% | +20,080 | New |
| Natixis | 19,417 | $2.53M | 0.01% | +19,417 | New |
| Institutional & Family Asset Management, LLC | 18,983 | $2.48M | 0.39% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 18,668 | $2.44M | 0.06% | +18,668 | New |
| Knights of Columbus Asset Advisors LLC | 18,280 | $2.38M | 0.19% | +321+1.8% | Added |
| AQR Capital Management LLC | 17,620 | $2.30M | 0.00% | +5,200+41.9% | Added |
| State Board of Administration of Florida Retirement System | 16,880 | $2.20M | 0.00% | +1,099+7.0% | Added |
| Voya Investment Management LLC | 16,585 | $2.16M | 0.00% | +198+1.2% | Added |
| Assenagon Asset Management S.A. | 16,328 | $2.13M | 0.01% | −9,384−36.5% | Reduced |
| Twinbeech Capital LP | 16,225 | $2.12M | 0.12% | +16,225 | New |
| Franklin Resources Inc | 15,605 | $2.04M | 0.00% | +293+1.9% | Added |
| The PNC Financial Services Group, Inc. | 15,396 | $2.01M | 0.00% | +2,758+21.8% | Added |
| Mariner, LLC | 15,199 | $1.98M | 0.01% | −610−3.9% | Reduced |
| Toronto Dominion Bank | 15,157 | $1.98M | 0.00% | +15,157 | New |
| Natixis Advisors, L.P. | 15,062 | $1.97M | 0.01% | +15,062 | New |
| STRS Ohio | 15,000 | $1.96M | 0.01% | +7,900+111.3% | Added |
| Canada Pension Plan Investment Board | 14,900 | $1.94M | 0.00% | −3,400−18.6% | Reduced |
| MetLife Investment Management | 14,808 | $1.93M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,667 | $1.91M | 0.00% | −1,884−11.4% | Reduced |
| First PREMIER Bank | 14,319 | $1.87M | 0.48% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 14,302 | $1.87M | 0.07% | +4,142+40.8% | Added |
| Financial Counselors Inc | 13,710 | $1.79M | 0.04% | +710+5.5% | Added |
| Baird Financial Group, Inc. | 13,666 | $1.78M | 0.00% | +960+7.6% | Added |
| Engineers Gate Manager LP | 13,315 | $1.74M | 0.08% | −107−0.8% | Reduced |
| Empowered Funds, LLC | 13,092 | $1.71M | 0.19% | +588+4.7% | 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 |
| ProShare Advisors LLC | 12,924 | $1.69M | 0.00% | +5,042+64.0% | Added |
| Stanley-Laman Group, Ltd. | 12,551 | $1.64M | 0.19% | +12,551 | New |
| M&G Investment Management Ltd | 11,881 | $1.54M | 0.01% | −4,689−28.3% | Reduced |
| American Century Companies Inc | 11,394 | $1.49M | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,316 | $1.48M | 0.08% | +11,316 | New |
| Schonfeld Strategic Advisors LLC | 11,236 | $1.47M | 0.01% | +11,236 | New |
| Los Angeles Capital Management LLC | 11,169 | $1.46M | 0.01% | +849+8.2% | Added |
| Alpha DNA Investment Management LLC | 10,944 | $1.43M | 0.91% | +10,944 | New |
| Metropolitan Life Insurance Co | 10,892 | $1.42M | 0.02% | −331−2.9% | Reduced |
| Ergoteles LLC | 10,883 | $1.42M | 0.06% | +8,493+355.4% | Added |
| Glenmede Trust Co NA | 10,794 | $1.41M | 0.01% | +325+3.1% | Added |
| Susquehanna International Group, LLP | 10,461 | $1.36M | 0.00% | −212−2.0% | Reduced |
| Advisors Asset Management, Inc. | 10,457 | $1.36M | 0.02% | +6,249+148.5% | Added |
| Arizona State Retirement System | 10,419 | $1.36M | 0.01% | +71+0.7% | Added |
| Old Mission Capital LLC | 9,992 | $1.30M | 0.06% | +9,992 | New |
| Walleye Capital LLC | 9,908 | $1.29M | 0.04% | +7,505+312.3% | Added |
| EAM Investors, LLC | 9,612 | $1.25M | 0.21% | −10,723−52.7% | Reduced |
| Balyasny Asset Management LLC | 9,480 | $1.24M | 0.01% | +9,480 | New |
| Creative Planning | 8,721 | $1.14M | 0.00% | +547+6.7% | Added |
| HRT Financial LP | 8,697 | $1.13M | 0.01% | +8,697 | New |
| Ensign Peak Advisors, Inc | 8,630 | $1.13M | 0.00% | +8,630 | New |
| Affinity Investment Advisors, LLC | 8,564 | $1.12M | 0.45% | −1,967−18.7% | Reduced |
| Legacy Bridge, LLC | 8,454 | $1.10M | 0.57% | −650−7.1% | Reduced |
| Frontier Wealth Management LLC | 8,315 | $1.08M | 0.07% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,154 | $1.06M | 0.00% | +3,348+69.7% | Added |
| Bank of Montreal | 7,856 | $1.06M | 0.00% | −51,815−86.8% | Reduced |
| Quantbot Technologies LP | 7,768 | $1.01M | 0.08% | +5,062+187.1% | Added |
| Advisor Group Holdings, Inc. | 7,760 | $1.01M | 0.00% | +2,066+36.3% | Added |
| Janus Henderson Group PLC | 7,613 | $994.0K | 0.00% | +3,830+101.2% | Added |
| Teacher Retirement System of Texas | 7,574 | $988.0K | 0.00% | +1,433+23.3% | Added |
| Amalgamated Bank | 7,537 | $984.0K | 0.01% | −81−1.1% | Reduced |
| Blair William & Co | 7,534 | $983.0K | 0.00% | +2,229+42.0% | Added |
| Handelsbanken Fonder AB | 7,400 | $966.0K | 0.00% | −1,100−12.9% | Reduced |
| Principal Financial Group Inc | 7,283 | $950.0K | 0.00% | −1,702−18.9% | Reduced |
| Commonwealth Equity Services, LLC | 7,187 | $937.0K | 0.00% | +94+1.3% | Added |
| CWM, LLC | 7,088 | $925.0K | 0.01% | +7,088 | New |
| First Republic Investment Management, Inc. | 6,536 | $853.0K | 0.00% | −42−0.6% | Reduced |
| Victory Capital Management Inc | 6,464 | $843.0K | 0.00% | +2,611+67.8% | 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 |
| Trexquant Investment LP | 5,914 | $772.0K | 0.05% | +1,112+23.2% | Added |
| Virginia Retirement Systems Et Al | 5,800 | $757.0K | 0.01% | +200+3.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,747 | $750.0K | 0.00% | +2,110+58.0% | Added |
| Prudential Financial Inc | 4,729 | $747.0K | 0.00% | −555−10.5% | Reduced |
| Jump Financial, LLC | 5,705 | $745.0K | 0.05% | +3,605+171.7% | Added |
| Algert Global LLC | 5,679 | $741.0K | 0.09% | −350−5.8% | Reduced |
| Synovus Financial Corp | 5,343 | $704.0K | 0.01% | +399+8.1% | Added |
| Gotham Asset Management, LLC | 5,355 | $699.0K | 0.02% | −5,678−51.5% | Reduced |
| AE Wealth Management LLC | 5,112 | $667.0K | 0.00% | +5,112 | New |
| Blueshift Asset Management, LLC | 5,084 | $663.0K | 0.06% | +5,084 | New |
| Walleye Trading LLC | 5,023 | $655.0K | 0.01% | +5,023 | New |
| Public Employees Retirement Association of Colorado | 5,003 | $653.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,906 | $640.0K | 0.02% | −1,390−22.1% | Reduced |
| LPL Financial LLC | 4,746 | $619.0K | 0.00% | −1,670−26.0% | Reduced |
| Cresset Asset Management, LLC | 4,677 | $610.0K | 0.01% | +58+1.3% | Added |
| Diversified Trust Co | 4,535 | $592.0K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,504 | $588.0K | 0.16% | −496−9.9% | Reduced |
| We Are One Seven, LLC | 4,287 | $559.0K | 0.06% | −50−1.2% | Reduced |
| MML Investors Services, LLC | 4,254 | $555.0K | 0.00% | +655+18.2% | Added |
| Bayesian Capital Management, LP | 4,196 | $548.0K | 0.17% | +2,447+139.9% | Added |
| O'Shaughnessy Asset Management, LLC | 4,172 | $544.0K | 0.01% | −1,672−28.6% | Reduced |