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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 3,875 | $457.0K | 0.01% | −1,148−22.9% | Reduced |
| Corton Capital Inc. | 4,030 | $476.0K | 0.21% | +4,030 | New |
| We Are One Seven, LLC | 4,149 | $490.0K | 0.05% | −138−3.2% | Reduced |
| Foster Group, Inc. | 4,158 | $491.0K | 0.04% | −5−0.1% | Reduced |
| Jeneq Management, LP | 4,300 | $507.0K | 0.13% | +4,300 | New |
| Voya Financial Advisors, Inc. | 4,548 | $527.0K | 0.06% | +4,548 | New |
| Sage Rhino Capital LLC | 4,510 | $532.0K | 0.16% | +6+0.1% | Added |
| BNP Paribas Arbitrage, SA | 4,542 | $536.0K | 0.00% | −24,184−84.2% | Reduced |
| Synovus Financial Corp | 4,855 | $569.0K | 0.01% | −488−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 4,830 | $570.0K | 0.01% | +1,986+69.8% | Added |
| First Hawaiian Bank | 4,834 | $571.0K | 0.02% | −72−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $590.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 5,092 | $601.0K | 0.21% | −14,988−74.6% | Reduced |
| Versor Investments LP | 5,117 | $604.0K | 0.02% | +2,290+81.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,127 | $605.0K | 0.00% | −620−10.8% | Reduced |
| Blair William & Co | 5,201 | $614.0K | 0.00% | −2,333−31.0% | Reduced |
| Handelsbanken Fonder AB | 5,200 | $614.0K | 0.00% | −2,200−29.7% | Reduced |
| Park Avenue Securities LLC | 5,312 | $627.0K | 0.01% | +3,743+238.6% | Added |
| Victory Capital Management Inc | 6,534 | $631.0K | 0.00% | +70+1.1% | Added |
| Prudential Financial Inc | 5,359 | $632.0K | 0.00% | +630+13.3% | Added |
| Jacobs Levy Equity Management, Inc | 5,468 | $645.0K | 0.00% | +5,468 | New |
| LPL Financial LLC | 5,591 | $660.0K | 0.00% | +845+17.8% | Added |
| Bell Bank | 5,860 | $691.0K | 0.08% | +5,860 | New |
| PEAK6 Investments LLC | 6,055 | $714.0K | 0.02% | −15,723−72.2% | Reduced |
| Creative Planning | 6,286 | $742.0K | 0.00% | −2,435−27.9% | Reduced |
| Diversified Trust Co | 6,375 | $752.0K | 0.03% | +1,840+40.6% | Added |
| First Republic Investment Management, Inc. | 6,563 | $774.0K | 0.00% | +27+0.4% | Added |
| Commonwealth Equity Services, LLC | 6,788 | $800.0K | 0.00% | −399−5.6% | Reduced |
| Squarepoint Ops LLC | 6,833 | $806.0K | 0.01% | −70,494−91.2% | Reduced |
| Amalgamated Bank | 7,011 | $827.0K | 0.01% | −526−7.0% | Reduced |
| Amalgamated Financial Corp. | 7,011 | $827.0K | 0.01% | +7,011 | New |
| CWM, LLC | 7,178 | $847.0K | 0.01% | +90+1.3% | Added |
| Jump Financial, LLC | 7,216 | $852.0K | 0.04% | +1,511+26.5% | Added |
| MML Investors Services, LLC | 7,246 | $855.0K | 0.01% | +2,992+70.3% | Added |
| Dorsey & Whitney Trust CO LLC | 7,520 | $887.0K | 0.08% | +3,929+109.4% | Added |
| Arrowstreet Capital, Limited Partnership | 7,532 | $889.0K | 0.00% | −276,962−97.4% | Reduced |
| American Century Companies Inc | 7,752 | $898.0K | 0.00% | −3,642−32.0% | Reduced |
| Janus Henderson Group PLC | 7,628 | $899.0K | 0.00% | +15+0.2% | Added |
| Frontier Wealth Management LLC | 8,315 | $914.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 7,776 | $918.0K | 0.00% | +493+6.8% | Added |
| Bank of Montreal | 7,844 | $943.0K | 0.00% | −12−0.2% | Reduced |
| Teacher Retirement System of Texas | 8,316 | $981.0K | 0.01% | +742+9.8% | Added |
| Legacy Bridge, LLC | 8,454 | $998.0K | 0.58% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 8,564 | $1.01M | 0.41% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 8,680 | $1.02M | 0.00% | +50+0.6% | Added |
| AQR Capital Management LLC | 10,307 | $1.22M | 0.00% | −7,313−41.5% | Reduced |
| ProShare Advisors LLC | 10,892 | $1.28M | 0.00% | −2,032−15.7% | Reduced |
| Trexquant Investment LP | 10,951 | $1.29M | 0.06% | +5,037+85.2% | Added |
| Arizona State Retirement System | 10,985 | $1.30M | 0.01% | +566+5.4% | Added |
| FDx Advisors, Inc. | 11,269 | $1.33M | 0.05% | −1,778−13.6% | Reduced |
| AlphaCrest Capital Management LLC | 11,540 | $1.36M | 0.08% | −2,762−19.3% | Reduced |
| Los Angeles Capital Management LLC | 11,630 | $1.37M | 0.01% | +461+4.1% | Added |
| Susquehanna International Group, LLP | 11,762 | $1.39M | 0.00% | +1,301+12.4% | Added |
| Icon Wealth Partners, LLC | 11,852 | $1.40M | 0.14% | −1,195−9.2% | Reduced |
| M&G Investment Management Ltd | 11,881 | $1.40M | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 12,334 | $1.46M | 0.01% | +1,540+14.3% | Added |
| Janney Montgomery Scott LLC | 12,364 | $1.46M | 0.01% | +8,452+216.1% | Added |
| Baird Financial Group, Inc. | 12,723 | $1.50M | 0.00% | −943−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 13,186 | $1.56M | 0.00% | +5,426+69.9% | Added |
| Algert Global LLC | 13,486 | $1.59M | 0.10% | +7,807+137.5% | Added |
| Financial Counselors Inc | 13,710 | $1.62M | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 13,935 | $1.64M | 0.00% | −10,795−43.7% | Reduced |
| Azzad Asset Management Inc | 14,107 | $1.66M | 0.24% | +11,634+470.4% | Added |
| First PREMIER Bank | 14,319 | $1.69M | 0.45% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,854 | $1.75M | 0.00% | −542−3.5% | Reduced |
| Franklin Resources Inc | 14,926 | $1.76M | 0.00% | −679−4.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,973 | $1.77M | 0.00% | −13,089−46.6% | Reduced |
| State Board of Administration of Florida Retirement System | 15,250 | $1.80M | 0.00% | −1,630−9.7% | Reduced |
| Mariner, LLC | 15,753 | $1.86M | 0.01% | +554+3.6% | Added |
| Assenagon Asset Management S.A. | 16,103 | $1.90M | 0.01% | −225−1.4% | Reduced |
| Stanley-Laman Group, Ltd. | 16,439 | $1.94M | 0.27% | +3,888+31.0% | Added |
| STRS Ohio | 16,600 | $1.96M | 0.01% | +1,600+10.7% | Added |
| Voya Investment Management LLC | 16,788 | $1.98M | 0.00% | +203+1.2% | Added |
| Manufacturers Life Insurance Company, The | 17,836 | $2.10M | 0.00% | −3,879−17.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 18,474 | $2.18M | 0.19% | +194+1.1% | Added |
| Institutional & Family Asset Management, LLC | 18,983 | $2.24M | 0.35% | 00.0% | Unchanged |
| Royce & Associates LP | 19,000 | $2.24M | 0.02% | +19,000 | New |
| American International Group, Inc. | 21,262 | $2.51M | 0.01% | −1,496−6.6% | Reduced |
| MetLife Investment Management | 22,917 | $2.70M | 0.02% | +8,109+54.8% | Added |
| Barclays PLC | 24,293 | $2.87M | 0.00% | −49,590−67.1% | Reduced |
| State of New Jersey Common Pension Fund D | 24,634 | $2.91M | 0.01% | +1,670+7.3% | Added |
| Schonfeld Strategic Advisors LLC | 24,900 | $2.94M | 0.03% | +13,664+121.6% | Added |
| Banque Pictet & Cie SA | 25,000 | $2.95M | 0.02% | +25,000 | New |
| TD Asset Management Inc | 27,366 | $3.23M | 0.00% | −4,542−14.2% | Reduced |
| Alamar Capital Management, LLC | 29,327 | $3.46M | 2.90% | −8,163−21.8% | Reduced |
| Liontrust Investment Partners LLP | 30,000 | $3.54M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 32,236 | $3.80M | 0.01% | −1,147−3.4% | Reduced |
| Federated Hermes, Inc. | 32,572 | $3.84M | 0.01% | −201,351−86.1% | Reduced |
| Legal & General Group Plc | 35,222 | $4.16M | 0.00% | +1,066+3.1% | Added |
| HighTower Advisors, LLC | 35,685 | $4.20M | 0.01% | +1,023+3.0% | Added |
| Raymond James & Associates | 36,473 | $4.30M | 0.00% | +1,667+4.8% | Added |
| Stifel Financial Corp | 38,684 | $4.56M | 0.01% | +24,017+163.7% | Added |
| Citigroup Inc | 39,255 | $4.63M | 0.00% | −17,777−31.2% | Reduced |
| Capital Fund Management S.A. | 39,902 | $4.71M | 0.13% | +21,234+113.7% | Added |
| Occudo Quantitative Strategies LP | 39,998 | $4.72M | 0.40% | +17,427+77.2% | Added |
| Advisory Research Inc | 40,213 | $4.75M | 0.38% | +3,458+9.4% | Added |
| Resources Investment Advisors, LLC. | 40,512 | $4.78M | 0.18% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 40,760 | $4.81M | 0.02% | −1,407−3.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 41,229 | $4.87M | 1.25% | +265+0.6% | Added |
| Man Group plc | 42,546 | $5.02M | 0.02% | −15,715−27.0% | Reduced |