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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 4,163 | $543.0K | 0.05% | +5+0.1% | Added |
| Paloma Partners Management Co | 4,114 | $537.0K | 0.02% | −7,919−65.8% | Reduced |
| Hanseatic Management Services Inc | 4,030 | $526.0K | 0.86% | +56+1.4% | Added |
| Janney Montgomery Scott LLC | 3,912 | $510.0K | 0.00% | +817+26.4% | Added |
| Sonora Investment Management Group, LLC | 3,619 | $472.0K | 0.05% | +3,619 | New |
| Dorsey & Whitney Trust CO LLC | 3,591 | $469.0K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,495 | $456.0K | 0.01% | +3,495 | New |
| Mackenzie Financial Corp | 3,348 | $437.0K | 0.00% | +891+36.3% | Added |
| Ameritas Investment Partners, Inc. | 3,326 | $434.0K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 3,318 | $433.0K | 0.06% | +1,274+62.3% | Added |
| Gilbert & Cook, Inc. | 3,300 | $431.0K | 0.07% | 00.0% | Unchanged |
| Duality Advisers, LP | 3,217 | $420.0K | 0.05% | +3,217 | New |
| Hardy Reed LLC | 3,027 | $395.0K | 0.07% | −464−13.3% | Reduced |
| Donoghue Forlines LLC | 2,853 | $372.0K | 0.06% | +2,853 | New |
| Crossmark Global Holdings, Inc. | 2,844 | $371.0K | 0.01% | +2,844 | New |
| Versor Investments LP | 2,827 | $369.0K | 0.01% | +1,031+57.4% | Added |
| Quantinno Capital Management LP | 2,682 | $350.0K | 0.06% | −2,181−44.8% | Reduced |
| Tudor Investment Corp Et Al | 2,669 | $348.0K | 0.01% | +2,669 | New |
| Pictet Asset Management SA | 2,649 | $346.0K | 0.00% | +14+0.5% | Added |
| ExodusPoint Capital Management, LP | 2,630 | $343.0K | 0.00% | +2,630 | New |
| 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 |
| Azzad Asset Management Inc | 2,473 | $322.7K | 0.04% | +1,016+69.7% | Added |
| Twin Tree Management, LP | 2,468 | $322.0K | 0.01% | −1,526−38.2% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,450 | $320.0K | 0.11% | −285−10.4% | Reduced |
| CenterBook Partners LP | 2,421 | $316.0K | 0.19% | +2,421 | New |
| Fox Run Management, L.L.C. | 2,327 | $304.0K | 0.18% | +2,327 | New |
| Mercer Global Advisors Inc | 2,308 | $301.0K | 0.00% | +288+14.3% | Added |
| Graham Capital Management, L.P. | 2,271 | $296.0K | 0.02% | +2,271 | New |
| Equitable Trust Co | 2,245 | $293.0K | 0.02% | +2,245 | New |
| Milestone Advisory Partners | 2,204 | $288.0K | 0.15% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,200 | $287.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,057 | $268.0K | 0.03% | +2,057 | New |
| Xponance, Inc. | 2,037 | $266.0K | 0.00% | +12+0.6% | Added |
| CIBC Asset Management Inc | 2,018 | $263.0K | 0.00% | +42+2.1% | Added |
| 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 |
| Public Employees Retirement System of Ohio | 1,988 | $259.0K | 0.00% | +1,988 | New |
| Neuberger Berman Group LLC | 2,241 | $251.0K | 0.00% | +285+14.6% | Added |
| Profund Advisors LLC | 1,892 | $247.0K | 0.01% | +229+13.8% | Added |
| Aigen Investment Management, LP | 1,847 | $244.0K | 0.01% | +1,847 | New |
| Raymond James Financial Services Advisors, Inc. | 1,819 | $237.0K | 0.00% | +1,819 | New |
| Mount Yale Investment Advisors, LLC | 1,799 | $235.0K | 0.02% | −31−1.7% | Reduced |
| Parkside Financial Bank & Trust | 1,771 | $231.0K | 0.06% | +61+3.6% | Added |
| Campbell & CO Investment Adviser LLC | 1,750 | $228.0K | 0.08% | +1,750 | New |
| Petrus Trust Company, LTA | 1,727 | $225.0K | 0.03% | +109+6.7% | Added |
| Sigma Planning Corp | 1,700 | $222.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,683 | $220.0K | 0.10% | −299−15.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,650 | $215.0K | 0.01% | +1,650 | New |
| Wolverine Trading, LLC | 1,620 | $214.0K | 0.00% | +1,620 | New |
| Park Avenue Securities LLC | 1,569 | $205.0K | 0.00% | +1,569 | New |
| Wealth Alliance | 1,546 | $202.0K | 0.04% | +97+6.7% | Added |
| City State Bank | 1,525 | $199.0K | 0.12% | +1,525 | New |
| TD Private Client Wealth LLC | 1,492 | $194.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,482 | $193.0K | 0.00% | −166−10.1% | 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 |
| Tower Research Capital LLC (TRC) | 1,363 | $178.0K | 0.00% | −3,346−71.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,480 | $175.0K | 0.00% | −120−7.5% | Reduced |
| Macquarie Group Ltd | 1,193 | $156.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 976 | $127.0K | 0.01% | −94−8.8% | Reduced |
| 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 |
| Hills Bank & Trust Co | 795 | $104.0K | 0.01% | +795 | New |
| Fulcrum Asset Management LLP | – | $93.0K | 0.05% | – | New |
| 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 |
| Captrust Financial Advisors | 537 | $70.0K | 0.00% | +43+8.7% | Added |
| Stonebridge Capital Advisors LLC | 469 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 423 | $55.0K | 0.00% | −1,410−76.9% | Reduced |
| Rockefeller Capital Management L.P. | 392 | $51.0K | 0.00% | +9+2.3% | Added |
| Signaturefd, LLC | 370 | $48.0K | 0.00% | +122+49.2% | Added |
| Private Capital Group, LLC | 298 | $39.0K | 0.01% | +1+0.3% | Added |
| SRS Capital Advisors, Inc. | 241 | $31.0K | 0.00% | +70+40.9% | Added |
| Carroll Financial Associates, Inc. | 220 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 223 | $29.0K | 0.00% | +51+29.7% | Added |
| Confluence Wealth Services, Inc. | 205 | $26.0K | 0.01% | +205 | New |
| Migdal Insurance & Financial Holdings Ltd. | 181 | $24.0K | 0.00% | −14−7.2% | Reduced |
| 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 |
| Spire Wealth Management | 151 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 140 | $18.0K | 0.01% | +140 | New |
| Leonteq Securities AG | 137 | $17.9K | 0.00% | +137 | New |
| HC Financial Advisors Inc | 130 | $17.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 124 | $16.0K | 0.02% | +124 | New |
| Quadrant Capital Group LLC | 115 | $15.0K | 0.00% | +105+1,050.0% | Added |
| Sofos Investments, Inc. | 130 | $14.0K | 0.00% | +130 | 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 |
| Manchester Capital Management LLC | 82 | $11.0K | 0.00% | +6+7.9% | Added |
| Dark Forest Capital Management LP | 66 | $9.00K | 0.00% | −687−91.2% | Reduced |
| 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 |
| Iron Horse Wealth Management, LLC | 50 | $7.00K | 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 |
| Eagle Bay Advisors LLC | 41 | $5.00K | 0.00% | −41−50.0% | Reduced |
| Bellwether Advisors, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |