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 |
|---|---|---|---|---|---|
| EAM Investors, LLC | 0 | $0 | 0.00% | −9,612−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,480−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,697−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −8,154−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,355−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,084−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,677−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,114−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −2,853−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,669−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| Milestone Advisory Partners | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,057−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |