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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.

Q2 2022 vs. Q1 2022

How the institutions holding Workiva Inc changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of WK: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders2873252−32
Shares44.3M65.5K44.2M−53.9K (−0.1%)
Value$5.23B$7.72M$2.92B−$2.30B (−44.0%)

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Workiva Inc at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to WK in Q2 2022
InstitutionSharesValue% of portfolio
Bessemer Group Inc45,186$2.98M0.01%
Qube Research & Technologies Ltd41,126$2.71M0.02%
Magnetar Financial LLC20,370$1.34M0.02%
Citadel Advisors LLC16,311$1.08M0.00%
Advisors Asset Management, Inc.12,513$826.0K0.02%
ETF Managers Group, LLC10,785$731.0K0.02%
SG Americas Securities, LLC10,831$715.0K0.01%
Connor, Clark & Lunn Investment Management Ltd.9,799$647.0K0.00%
Moody National Bank Trust Division7,950$525.0K0.06%
Voloridge Investment Management, LLC6,467$427.0K0.00%
Vontobel Holding Ltd.5,639$372.0K0.00%
HSBC Holdings PLC5,435$358.0K0.00%
Walleye Capital LLC4,747$313.0K0.01%
DC Investments Management, LLC4,487$296.0K0.67%
Tradition Wealth Management, LLC4,425$292.0K0.04%
Quadrature Capital Ltd3,339$220.0K0.01%
MQS Management LLC3,288$217.0K0.15%
Transatlantique Private Wealth LLC3,129$206.0K0.14%
EverSource Wealth Advisors, LLC810$53.0K0.01%
Harbour Investments, Inc.64$4.00K0.00%
Simplex Trading, LLC72$4.00K0.00%
Globeflex Capital L P38$3.00K0.00%
Crewe Advisors LLC42$3.00K0.00%
Allworth Financial LP2$00.00%
Capital Advisors, Ltd. LLC7$00.00%
Bell Investment Advisors, Inc7$00.00%

Sold out (58)

Institutions that held Workiva Inc at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of WK in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Westfield Capital Management Co LP248,100$29.3M
Natixis115,141$13.6M
Pier Capital, LLC88,507$10.4M
J. Goldman & Co LP82,296$9.71M
Castleark Management LLC66,055$7.79M
Putnam Investments LLC55,242$6.52M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main14,973$1.77M
Algert Global LLC13,486$1.59M
M&G Investment Management Ltd11,881$1.40M
Susquehanna International Group, LLP11,762$1.39M
Arrowstreet Capital, Limited Partnership7,532$889.0K
Creative Planning6,286$742.0K
PEAK6 Investments LLC6,055$714.0K
Jacobs Levy Equity Management, Inc5,468$645.0K
Goodman Advisory Group, LLC5,092$601.0K
Jeneq Management, LP4,300$507.0K
Corton Capital Inc.4,030$476.0K
Walleye Trading LLC3,875$457.0K
O'Shaughnessy Asset Management, LLC3,645$430.0K
Ergoteles LLC3,558$420.0K
Beacon Pointe Advisors, LLC3,115$368.0K
Delphia (USA) Inc.2,827$334.0K
Quantinno Capital Management LP2,682$316.0K
XTX Topco Ltd2,664$314.0K
Pictet Asset Management SA2,649$313.0K
Mercer Global Advisors Inc2,540$300.0K
Point72 Hong Kong Ltd2,525$298.0K
Cornerstone Wealth Advisors, Inc.2,450$289.0K
Mount Yale Investment Advisors, LLC2,351$277.0K
Neuberger Berman Group LLC2,298$272.0K
Aigen Investment Management, LP2,276$269.0K
Truist Financial Corp2,249$266.0K
Quantbot Technologies LP2,180$257.0K
Equitable Trust Co2,116$250.0K
B. Metzler seel. Sohn & Co. AG2,121$250.0K
Xponance, Inc.2,039$241.0K
CIBC Asset Management Inc2,018$238.0K
Mission Wealth Management, LP2,000$236.0K
Public Employees Retirement System of Ohio1,988$235.0K
Atria Wealth Solutions, Inc.1,937$229.0K
Paladin Advisory Group, LLC1,857$227.0K
American Trust1,926$227.0K
Wealth Alliance1,819$215.0K
State of Wyoming1,809$213.0K
Sigma Planning Corp1,700$201.0K
Altshuler Shaham Ltd375$44.0K
Koshinski Asset Management, Inc.170$20.1K
Harvest Fund Management Co., Ltd165$19.0K
Lloyd Advisory Services, LLC.126$15.0K
TCWP LLC114$13.0K
Brown Brothers Harriman & Co75$9.00K
Clearstead Advisors, LLC60$7.00K
Newbridge Financial Services Group, Inc.45$5.00K
Providence Capital Advisors, LLC32$4.00K
Bellwether Advisors, LLC40$4.00K
Sierra Capital LLC26$3.00K
Albion Financial Group9$1.00K
Ellevest, Inc.10$1.00K

Not filed for Q2 2022 yet (3)

Institutions that held Workiva Inc at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC54,839$6.47M
Amalgamated Financial Corp.7,011$827.0K
Virginia Retirement Systems Et Al3,600$425.0K