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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 44,107 | $5.21M | 0.04% | −18,529−29.6% | Reduced |
| Rhumbline Advisers | 44,602 | $5.26M | 0.01% | +1,366+3.2% | Added |
| California State Teachers Retirement System | 53,043 | $6.26M | 0.01% | −2,964−5.3% | Reduced |
| Alliancebernstein L.P. | 54,167 | $6.39M | 0.00% | +1,028+1.9% | Added |
| UBS Asset Management Americas Inc | 54,616 | $6.44M | 0.00% | +8,377+18.1% | Added |
| Parametric Portfolio Associates LLC | 54,839 | $6.47M | 0.00% | −5,944−9.8% | Reduced |
| Putnam Investments LLC | 55,242 | $6.52M | 0.01% | +1,117+2.1% | Added |
| Ingalls & Snyder LLC | 55,577 | $6.56M | 0.30% | −118−0.2% | Reduced |
| Eaton Vance Management | 55,714 | $6.57M | 0.01% | +10,414+23.0% | Added |
| Morgan Stanley | 57,166 | $6.75M | 0.00% | −22,954−28.6% | Reduced |
| State of Wisconsin Investment Board | 57,200 | $6.75M | 0.01% | +55,000+2,500.0% | Added |
| George Kaiser Family Foundation | 58,120 | $6.86M | 1.12% | +6,295+12.1% | Added |
| Great West Life Assurance Co | 59,183 | $7.15M | 0.01% | −25,447−30.1% | Reduced |
| Castleark Management LLC | 66,055 | $7.79M | 0.34% | +17,840+37.0% | Added |
| Orser Capital Management, LLC | 68,417 | $8.07M | 5.06% | −2,050−2.9% | Reduced |
| Advantage Alpha Capital Partners LP | 69,070 | $8.15M | 1.22% | +26,801+63.4% | Added |
| AXA S.A. | 69,552 | $8.21M | 0.02% | +42,082+153.2% | Added |
| G2 Investment Partners Management LLC | 71,700 | $8.46M | 2.01% | −15,700−18.0% | Reduced |
| Moody Aldrich Partners LLC | 74,367 | $8.78M | 1.23% | +8,574+13.0% | Added |
| Comerica Bank | 82,564 | $8.89M | 0.06% | +14,888+22.0% | Added |
| EULAV Asset Management | 76,400 | $9.02M | 0.27% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 81,323 | $9.60M | 0.14% | +23,175+39.9% | Added |
| J. Goldman & Co LP | 82,296 | $9.71M | 0.73% | +82,296 | New |
| Segall Bryant & Hamill, LLC | 82,320 | $9.71M | 0.09% | +41,736+102.8% | Added |
| Pier Capital, LLC | 88,507 | $10.4M | 1.33% | +20,034+29.3% | Added |
| California Public Employees Retirement System | 94,021 | $11.1M | 0.01% | −247−0.3% | Reduced |
| Swiss National Bank | 96,021 | $11.3M | 0.01% | +10,800+12.7% | Added |
| Frontier Capital Management Co LLC | 103,029 | $12.2M | 0.11% | −435−0.4% | Reduced |
| Royal Bank of Canada | 103,279 | $12.2M | 0.00% | +26,371+34.3% | Added |
| Natixis Advisors, L.P. | 106,048 | $12.5M | 0.05% | +90,986+604.1% | Added |
| Allianz Asset Management GmbH | 113,646 | $13.4M | 0.01% | −31,399−21.6% | Reduced |
| Impax Asset Management Group plc | 114,314 | $13.5M | 0.06% | +17,500+18.1% | Added |
| Natixis | 115,141 | $13.6M | 0.05% | +95,724+493.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 122,051 | $14.4M | 0.09% | −13,830−10.2% | Reduced |
| Two Sigma Investments, LP | 125,097 | $14.8M | 0.04% | −45,335−26.6% | Reduced |
| SEI Investments Co | 125,714 | $14.8M | 0.03% | +32,360+34.7% | Added |
| JPMorgan Chase & Co | 126,644 | $14.9M | 0.00% | −43,729−25.7% | Reduced |
| Nordea Investment Management AB | 143,628 | $16.8M | 0.02% | +4,939+3.6% | Added |
| Wells Fargo & Company | 143,979 | $17.0M | 0.00% | −960−0.7% | Reduced |
| Credit Suisse AG | 150,161 | $17.7M | 0.02% | −13,812−8.4% | Reduced |
| Envestnet Asset Management Inc | 151,408 | $17.9M | 0.01% | +59,521+64.8% | Added |
| Deutsche Bank AG | 158,311 | $18.7M | 0.01% | −93,921−37.2% | Reduced |
| Russell Investments Group, Ltd. | 163,022 | $19.2M | 0.03% | −15,884−8.9% | Reduced |
| UBS Group AG | 183,259 | $21.6M | 0.01% | +2,328+1.3% | Added |
| Redwood Investments, LLC | 185,759 | $21.9M | 2.08% | −671−0.4% | Reduced |
| New York State Common Retirement Fund | 187,147 | $22.1M | 0.02% | +12,126+6.9% | Added |
| Two Sigma Advisers, LP | 225,100 | $26.6M | 0.07% | −41,200−15.5% | Reduced |
| Wellington Management Group LLP | 245,661 | $29.0M | 0.00% | +22,972+10.3% | Added |
| Westfield Capital Management Co LP | 248,100 | $29.3M | 0.19% | +3,212+1.3% | Added |
| Bank of America Corp | 285,013 | $33.6M | 0.00% | +38,355+15.5% | Added |
| Silvercrest Asset Management Group LLC | 305,781 | $36.1M | 0.23% | +103,163+50.9% | Added |
| Bank of New York Mellon Corp | 319,698 | $37.7M | 0.01% | −75,385−19.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 364,611 | $43.0M | 0.09% | −26,533−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 370,783 | $43.8M | 0.01% | +22,201+6.4% | Added |
| Norges Bank | 374,438 | $44.2M | 0.01% | +21,183+6.0% | Added |
| Granahan Investment Management Inc | 380,706 | $44.9M | 1.12% | −585,366−60.6% | Reduced |
| D. E. Shaw & Co., Inc. | 382,993 | $45.2M | 0.06% | +21,892+6.1% | Added |
| Kames Capital plc | 387,297 | $45.6M | 0.67% | −50,563−11.5% | Reduced |
| Nuveen Asset Management, LLC | 426,039 | $45.8M | 0.01% | +30,447+7.7% | Added |
| Standard Life Aberdeen plc | 398,710 | $47.2M | 0.12% | −5,789−1.4% | Reduced |
| Goldman Sachs Group Inc | 448,008 | $52.9M | 0.01% | −66,526−12.9% | Reduced |
| Mairs & Power Inc | 479,531 | $56.6M | 0.57% | +80,100+20.1% | Added |
| Clearbridge Investments, LLC | 490,853 | $57.9M | 0.04% | +490,853 | New |
| Ranger Investment Management, L.P. | 519,629 | $61.3M | 3.88% | +13,628+2.7% | Added |
| TimesSquare Capital Management, LLC | 528,869 | $62.4M | 0.70% | −68,267−11.4% | Reduced |
| Northern Trust Corp | 559,266 | $66.0M | 0.01% | −24,538−4.2% | Reduced |
| Thrivent Financial for Lutherans | 649,133 | $76.6M | 0.15% | +11,607+1.8% | Added |
| DF Dent & Co Inc | 720,021 | $85.0M | 0.98% | +215,876+42.8% | Added |
| Allspring Global Investments Holdings, LLC | 739,614 | $87.3M | 0.11% | +25,732+3.6% | Added |
| Geode Capital Management, LLC | 749,656 | $88.5M | 0.01% | +9,685+1.3% | Added |
| Renaissance Technologies LLC | 917,700 | $108.3M | 0.13% | +90,000+10.9% | Added |
| First Trust Advisors LP | 941,774 | $111.1M | 0.11% | +17,779+1.9% | Added |
| FMR LLC | 943,287 | $111.3M | 0.01% | −253,603−21.2% | Reduced |
| State Street Corp | 950,308 | $112.1M | 0.01% | +32,240+3.5% | Added |
| Macquarie Group Ltd | 964,362 | $113.8M | 0.10% | +963,169+80,735.0% | Added |
| William Blair Investment Management, LLC | 977,078 | $115.3M | 0.34% | −489,972−33.4% | Reduced |
| Conestoga Capital Advisors, LLC | 977,690 | $115.4M | 1.74% | +233,687+31.4% | Added |
| Champlain Investment Partners, LLC | 1,099,795 | $129.8M | 0.67% | +167,320+17.9% | Added |
| Invesco Ltd. | 1,204,478 | $142.1M | 0.04% | −136,232−10.2% | Reduced |
| Praesidium Investment Management Company, LLC | 1,272,451 | $150.1M | 10.46% | +102,672+8.8% | Added |
| Artisan Partners Limited Partnership | 1,421,829 | $167.8M | 0.22% | +358,686+33.7% | Added |
| Brown Advisory Inc | 1,828,026 | $215.7M | 0.32% | +99,394+5.7% | Added |
| Riverbridge Partners LLC | 1,876,827 | $221.5M | 2.50% | +362,293+23.9% | Added |
| Ameriprise Financial Inc | 1,942,944 | $229.1M | 0.07% | +652,683+50.6% | Added |
| Price T Rowe Associates Inc | 2,457,557 | $290.0M | 0.03% | +340,600+16.1% | Added |
| BlackRock Inc. | 3,589,122 | $423.5M | 0.01% | +45,179+1.3% | Added |
| Vanguard Group Inc | 4,316,544 | $509.4M | 0.01% | +149,693+3.6% | Added |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −179,813−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −96,022−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −93,113−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −79,959−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −41,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,225−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −15,157−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −13,092−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,316−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −10,944−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −10,457−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −9,992−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,908−100.0% | Sold out |