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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.

Q1 2022 vs. Q4 2021

How the institutions holding Workiva Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of WK: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders3194287−28
Shares42.3M30444.3M+1.99M (+4.7%)
Value$5.52B$41.0K$5.23B−$299.0M (−5.4%)

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Workiva Inc at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to WK in Q1 2022
InstitutionSharesValue% of portfolio
Clearbridge Investments, LLC490,853$57.9M0.04%
J. Goldman & Co LP82,296$9.71M0.73%
Banque Pictet & Cie SA25,000$2.95M0.02%
Royce & Associates LP19,000$2.24M0.02%
Amalgamated Financial Corp.7,011$827.0K0.01%
Bell Bank5,860$691.0K0.08%
Jacobs Levy Equity Management, Inc5,468$645.0K0.00%
Voya Financial Advisors, Inc.4,548$527.0K0.06%
Jeneq Management, LP4,300$507.0K0.13%
Corton Capital Inc.4,030$476.0K0.21%
Vestmark Advisory Solutions, Inc.3,843$453.0K0.03%
Delphia (USA) Inc.2,827$334.0K0.25%
XTX Topco Ltd2,664$314.0K0.14%
Point72 Hong Kong Ltd2,525$298.0K0.03%
Truist Financial Corp2,249$266.0K0.00%
B. Metzler seel. Sohn & Co. AG2,121$250.0K0.00%
Atria Wealth Solutions, Inc.1,937$229.0K0.00%
Paladin Advisory Group, LLC1,857$227.0K0.18%
American Trust1,926$227.0K0.02%
Hantz Financial Services, Inc.1,831$216.0K0.01%
Stephenson National Bank & Trust1,708$202.0K0.12%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,592$188.0K0.00%
Heritage Wealth Management, LLC1,038$122.0K0.03%
Lazard Asset Management LLC703$82.0K0.00%
Altshuler Shaham Ltd375$44.0K0.00%
Benjamin Edwards Inc329$39.0K0.01%
Cullen/Frost Bankers, Inc.208$25.0K0.00%
Koshinski Asset Management, Inc.170$20.1K0.00%
Lloyd Advisory Services, LLC.126$15.0K0.01%
TCWP LLC114$13.0K0.00%
Brown Brothers Harriman & Co75$9.00K0.00%
Clearstead Advisors, LLC60$7.00K0.00%
Washington Trust Advisors, Inc.50$6.00K0.00%
Howe & Rusling Inc41$5.00K0.00%
Whittier Trust Co31$4.00K0.00%
Providence Capital Advisors, LLC32$4.00K0.00%
Elequin Capital LP28$3.00K0.00%
Albion Financial Group9$1.00K0.00%
Ellevest, Inc.10$1.00K0.00%

Sold out (67)

Institutions that held Workiva Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of WK in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Washington Harbour Partners LP179,813$23.5M
Citadel Advisors LLC96,022$12.5M
Millennium Management LLC93,113$12.2M
Woodline Partners LP79,959$10.4M
PDT Partners, LLC41,500$5.42M
Twinbeech Capital LP16,225$2.12M
Toronto Dominion Bank15,157$1.98M
Empowered Funds, LLC13,092$1.71M
Quadrature Capital Ltd11,316$1.48M
Alpha DNA Investment Management LLC10,944$1.43M
Advisors Asset Management, Inc.10,457$1.36M
Old Mission Capital LLC9,992$1.30M
Walleye Capital LLC9,908$1.29M
EAM Investors, LLC9,612$1.25M
Balyasny Asset Management LLC9,480$1.24M
HRT Financial LP8,697$1.13M
HSBC Holdings PLC8,154$1.06M
Hillsdale Investment Management Inc.6,100$796.0K
Boulder Hill Capital Management LP6,100$796.0K
Gotham Asset Management, LLC5,355$699.0K
AE Wealth Management LLC5,112$667.0K
Blueshift Asset Management, LLC5,084$663.0K
Cresset Asset Management, LLC4,677$610.0K
Bayesian Capital Management, LP4,196$548.0K
Paloma Partners Management Co4,114$537.0K
Hanseatic Management Services Inc4,030$526.0K
Caxton Associates LP3,318$433.0K
Duality Advisers, LP3,217$420.0K
Donoghue Forlines LLC2,853$372.0K
Tudor Investment Corp Et Al2,669$348.0K
ExodusPoint Capital Management, LP2,630$343.0K
Magnetar Financial LLC2,555$333.0K
GWM Advisors LLC2,552$333.0K
Twin Tree Management, LP2,468$322.0K
Fox Run Management, L.L.C.2,327$304.0K
Graham Capital Management, L.P.2,271$296.0K
Milestone Advisory Partners2,204$288.0K
Gsa Capital Partners LLP2,057$268.0K
Profund Advisors LLC1,892$247.0K
Raymond James Financial Services Advisors, Inc.1,819$237.0K
Campbell & CO Investment Adviser LLC1,750$228.0K
Petrus Trust Company, LTA1,727$225.0K
Avantax Planning Partners, Inc.1,650$215.0K
Wolverine Trading, LLC1,620$214.0K
C M Bidwell & Associates Ltd1,400$183.0K
SG Americas Securities, LLC896$117.0K
Hills Bank & Trust Co795$104.0K
Fulcrum Asset Management LLP–$93.0K
Confluence Wealth Services, Inc.205$26.0K
Aquire Wealth Advisors, LLC140$18.0K
Macroview Investment Management LLC124$16.0K
Sofos Investments, Inc.130$14.0K
Dark Forest Capital Management LP66$9.00K
National Bank of Canada59$8.00K
Ten Capital Wealth Advisors, LLC64$8.00K
Eagle Bay Advisors LLC41$5.00K
HighMark Wealth Management LLC20$3.00K
McDonald Partners LLC22$2.87K
Absolute Capital Management, LLC22$2.87K
Patriot Financial Group Insurance Agency, LLC12$2.00K
Evoke Wealth, LLC18$2.00K
Jones Financial Companies LLLP4$1.00K
Assetmark, Inc4$1.00K
Lee Financial Co10$1.00K
JNBA Financial Advisors4$1.00K
Henrickson Nauta Wealth Advisors, Inc.10$1.00K
Mach-1 Financial Group, Inc.4$0

Not filed for Q1 2022 yet (4)

Institutions that held Workiva Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Carroll Financial Associates, Inc.220$30.0K
Harbour Investments, Inc.64$8.00K
NEXT Financial Group, Inc14$2.00K
Bell Investment Advisors, Inc6$1.00K