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 |
|---|---|---|---|---|---|
| Delphia (USA) Inc. | 2,827 | $334.0K | 0.25% | +2,827 | New |
| Quantinno Capital Management LP | 2,682 | $316.0K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,674 | $315.5K | 0.01% | −8,218−75.4% | Reduced |
| XTX Topco Ltd | 2,664 | $314.0K | 0.14% | +2,664 | New |
| Pictet Asset Management SA | 2,649 | $313.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,540 | $300.0K | 0.00% | +232+10.1% | Added |
| Point72 Hong Kong Ltd | 2,525 | $298.0K | 0.03% | +2,525 | New |
| Cornerstone Wealth Advisors, Inc. | 2,450 | $289.0K | 0.10% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,351 | $277.0K | 0.03% | +552+30.7% | Added |
| Jane Street Group, LLC | 2,311 | $273.0K | 0.00% | −20,573−89.9% | Reduced |
| Neuberger Berman Group LLC | 2,298 | $272.0K | 0.00% | +57+2.5% | Added |
| Aigen Investment Management, LP | 2,276 | $269.0K | 0.05% | +429+23.2% | Added |
| Truist Financial Corp | 2,249 | $266.0K | 0.00% | +2,249 | New |
| Quantbot Technologies LP | 2,180 | $257.0K | 0.02% | −5,588−71.9% | Reduced |
| 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 |
| Xponance, Inc. | 2,039 | $241.0K | 0.00% | +2+0.1% | Added |
| CIBC Asset Management Inc | 2,018 | $238.0K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,000 | $236.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,988 | $235.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,937 | $229.0K | 0.00% | +1,937 | 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 |
| Hantz Financial Services, Inc. | 1,831 | $216.0K | 0.01% | +1,831 | New |
| Wealth Alliance | 1,819 | $215.0K | 0.04% | +273+17.7% | Added |
| State of Wyoming | 1,809 | $213.0K | 0.11% | +126+7.5% | Added |
| Parkside Financial Bank & Trust | 1,787 | $211.0K | 0.06% | +16+0.9% | Added |
| Stephenson National Bank & Trust | 1,708 | $202.0K | 0.12% | +1,708 | New |
| Sigma Planning Corp | 1,700 | $201.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,592 | $188.0K | 0.00% | +1,592 | New |
| Fifth Third Bancorp | 1,547 | $183.0K | 0.00% | +65+4.4% | Added |
| City State Bank | 1,525 | $180.0K | 0.11% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,511 | $178.0K | 0.00% | +974+181.4% | Added |
| Canada Pension Plan Investment Board | 1,500 | $177.0K | 0.00% | −13,400−89.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,492 | $176.0K | 0.00% | +12+0.8% | Added |
| Sageworth Trust Co of South Dakota | 1,403 | $166.0K | 0.31% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,105 | $131.0K | 0.00% | −258−18.9% | Reduced |
| Heritage Wealth Management, LLC | 1,038 | $122.0K | 0.03% | +1,038 | New |
| GPS Wealth Strategies Group, LLC | 900 | $106.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 868 | $102.0K | 0.01% | +181+26.3% | Added |
| Lazard Asset Management LLC | 703 | $82.0K | 0.00% | +703 | New |
| SRS Capital Advisors, Inc. | 556 | $66.0K | 0.01% | +315+130.7% | Added |
| Stonebridge Capital Advisors LLC | 469 | $55.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 423 | $50.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 417 | $49.0K | 0.00% | −559−57.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 383 | $46.0K | 0.00% | +378+7,560.0% | Added |
| Altshuler Shaham Ltd | 375 | $44.0K | 0.00% | +375 | New |
| Signaturefd, LLC | 339 | $40.0K | 0.00% | −31−8.4% | Reduced |
| Benjamin Edwards Inc | 329 | $39.0K | 0.01% | +329 | New |
| Private Capital Group, LLC | 282 | $33.0K | 0.01% | −16−5.4% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 186 | $22.0K | 0.00% | +84+82.4% | Added |
| Koshinski Asset Management, Inc. | 170 | $20.1K | 0.00% | +170 | New |
| Harvest Fund Management Co., Ltd | 165 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 151 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 146 | $17.0K | 0.00% | −546−78.9% | Reduced |
| Leonteq Securities AG | 137 | $16.2K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 130 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 126 | $15.0K | 0.01% | +126 | New |
| TCWP LLC | 114 | $13.0K | 0.00% | +114 | New |
| Steward Partners Investment Advisory, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 94 | $11.0K | 0.01% | +35+59.3% | Added |
| Manchester Capital Management LLC | 79 | $9.00K | 0.00% | −3−3.7% | Reduced |
| Brown Brothers Harriman & Co | 75 | $9.00K | 0.00% | +75 | New |
| TD Private Client Wealth LLC | 74 | $8.73K | 0.00% | −1,418−95.0% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sierra Capital LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 28 | $3.00K | 0.00% | +28 | New |
| 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 |
| 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 |