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, Q1 2022
Institutional positions in Workiva Inc as of Mar 31, 2022. 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
- 287
- −28 vs. Q4 2021
- Shares held
- 44.3M
- +1.99M (+4.7%) vs. Q4 2021
- Total value
- $5.23B
- −$299.0M (−5.4%) vs. Q4 2021
- New holders
- 39
- 119 more added
- Sold out
- 67
- 93 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Albion Financial Group | 9 | $1.00K | 0.00% | +9 | New |
| Ellevest, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Sierra Capital LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 28 | $3.00K | 0.00% | +28 | New |
| Bellwether Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 31 | $4.00K | 0.00% | +31 | New |
| Providence Capital Advisors, LLC | 32 | $4.00K | 0.00% | +32 | New |
| Newbridge Financial Services Group, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $5.00K | 0.00% | +19+86.4% | Added |
| Howe & Rusling Inc | 41 | $5.00K | 0.00% | +41 | New |
| Rockefeller Capital Management L.P. | 57 | $6.00K | 0.00% | −335−85.5% | Reduced |
| Parallel Advisors, LLC | 55 | $6.00K | 0.00% | −168−75.3% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Huntington National Bank | 56 | $7.00K | 0.00% | −108−65.9% | Reduced |
| AdvisorNet Financial, Inc | 60 | $7.00K | 0.00% | +15+33.3% | Added |
| Clearstead Advisors, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Quadrant Capital Group LLC | 65 | $8.00K | 0.00% | −50−43.5% | Reduced |
| IFP Advisors, Inc | 119 | $8.00K | 0.00% | +113+1,883.3% | Added |
| TD Private Client Wealth LLC | 74 | $8.73K | 0.00% | −1,418−95.0% | Reduced |
| Manchester Capital Management LLC | 79 | $9.00K | 0.00% | −3−3.7% | Reduced |
| Brown Brothers Harriman & Co | 75 | $9.00K | 0.00% | +75 | New |
| Covestor Ltd | 94 | $11.0K | 0.01% | +35+59.3% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 114 | $13.0K | 0.00% | +114 | New |
| HC Financial Advisors Inc | 130 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 126 | $15.0K | 0.01% | +126 | New |
| Leonteq Securities AG | 137 | $16.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 146 | $17.0K | 0.00% | −546−78.9% | Reduced |
| Spire Wealth Management | 151 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 165 | $19.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 170 | $20.1K | 0.00% | +170 | New |
| TCI Wealth Advisors, Inc. | 186 | $22.0K | 0.00% | +84+82.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 219 | $25.0K | 0.00% | +38+21.0% | Added |
| Cullen/Frost Bankers, Inc. | 208 | $25.0K | 0.00% | +208 | New |
| Private Capital Group, LLC | 282 | $33.0K | 0.01% | −16−5.4% | Reduced |
| Benjamin Edwards Inc | 329 | $39.0K | 0.01% | +329 | New |
| Signaturefd, LLC | 339 | $40.0K | 0.00% | −31−8.4% | Reduced |
| Altshuler Shaham Ltd | 375 | $44.0K | 0.00% | +375 | New |
| Northwestern Mutual Wealth Management Co | 383 | $46.0K | 0.00% | +378+7,560.0% | Added |
| Proequities, Inc. | 417 | $49.0K | 0.00% | −559−57.3% | Reduced |
| Sageworth Trust Co | 423 | $50.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 469 | $55.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 556 | $66.0K | 0.01% | +315+130.7% | Added |
| Lazard Asset Management LLC | 703 | $82.0K | 0.00% | +703 | New |
| Harbor Investment Advisory, LLC | 868 | $102.0K | 0.01% | +181+26.3% | Added |
| GPS Wealth Strategies Group, LLC | 900 | $106.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,038 | $122.0K | 0.03% | +1,038 | New |
| Tower Research Capital LLC (TRC) | 1,105 | $131.0K | 0.00% | −258−18.9% | Reduced |
| Sageworth Trust Co of South Dakota | 1,403 | $166.0K | 0.31% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,492 | $176.0K | 0.00% | +12+0.8% | Added |
| Canada Pension Plan Investment Board | 1,500 | $177.0K | 0.00% | −13,400−89.9% | Reduced |
| Captrust Financial Advisors | 1,511 | $178.0K | 0.00% | +974+181.4% | Added |
| City State Bank | 1,525 | $180.0K | 0.11% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,547 | $183.0K | 0.00% | +65+4.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,592 | $188.0K | 0.00% | +1,592 | New |
| Sigma Planning Corp | 1,700 | $201.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,708 | $202.0K | 0.12% | +1,708 | New |
| Parkside Financial Bank & Trust | 1,787 | $211.0K | 0.06% | +16+0.9% | Added |
| State of Wyoming | 1,809 | $213.0K | 0.11% | +126+7.5% | Added |
| Wealth Alliance | 1,819 | $215.0K | 0.04% | +273+17.7% | Added |
| Hantz Financial Services, Inc. | 1,831 | $216.0K | 0.01% | +1,831 | New |
| Paladin Advisory Group, LLC | 1,857 | $227.0K | 0.18% | +1,857 | New |
| American Trust | 1,926 | $227.0K | 0.02% | +1,926 | New |
| Atria Wealth Solutions, Inc. | 1,937 | $229.0K | 0.00% | +1,937 | New |
| Public Employees Retirement System of Ohio | 1,988 | $235.0K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,000 | $236.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,018 | $238.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 2,039 | $241.0K | 0.00% | +2+0.1% | Added |
| Equitable Trust Co | 2,116 | $250.0K | 0.02% | −129−5.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,121 | $250.0K | 0.00% | +2,121 | New |
| Quantbot Technologies LP | 2,180 | $257.0K | 0.02% | −5,588−71.9% | Reduced |
| Truist Financial Corp | 2,249 | $266.0K | 0.00% | +2,249 | New |
| Aigen Investment Management, LP | 2,276 | $269.0K | 0.05% | +429+23.2% | Added |
| Neuberger Berman Group LLC | 2,298 | $272.0K | 0.00% | +57+2.5% | Added |
| Jane Street Group, LLC | 2,311 | $273.0K | 0.00% | −20,573−89.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,351 | $277.0K | 0.03% | +552+30.7% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,450 | $289.0K | 0.10% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,525 | $298.0K | 0.03% | +2,525 | New |
| Mercer Global Advisors Inc | 2,540 | $300.0K | 0.00% | +232+10.1% | Added |
| Pictet Asset Management SA | 2,649 | $313.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,664 | $314.0K | 0.14% | +2,664 | New |
| Metropolitan Life Insurance Co | 2,674 | $315.5K | 0.01% | −8,218−75.4% | Reduced |
| Quantinno Capital Management LP | 2,682 | $316.0K | 0.05% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 2,827 | $334.0K | 0.25% | +2,827 | New |
| Brinker Capital Investments, LLC | 2,984 | $352.0K | 0.01% | −511−14.6% | Reduced |
| CenterBook Partners LP | 3,092 | $365.0K | 0.13% | +671+27.7% | Added |
| Beacon Pointe Advisors, LLC | 3,115 | $368.0K | 0.01% | +1,115+55.8% | Added |
| Hardy Reed LLC | 3,162 | $373.0K | 0.07% | +135+4.5% | Added |
| Gilbert & Cook, Inc. | 3,300 | $389.0K | 0.06% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,309 | $390.0K | 0.00% | −39−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,326 | $392.0K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 3,558 | $420.0K | 0.02% | −7,325−67.3% | Reduced |
| Virginia Retirement Systems Et Al | 3,600 | $425.0K | 0.00% | −2,200−37.9% | Reduced |
| Sonora Investment Management Group, LLC | 3,619 | $427.0K | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,645 | $430.0K | 0.01% | −527−12.6% | Reduced |
| Engineers Gate Manager LP | 3,766 | $444.0K | 0.02% | −9,549−71.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,843 | $453.0K | 0.03% | +3,843 | New |