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, Q2 2022
Institutional positions in Workiva Inc as of Jun 30, 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
- 252
- −32 vs. Q1 2022
- Shares held
- 44.2M
- −53.9K (−0.1%) vs. Q1 2022
- Total value
- $2.92B
- −$2.30B (−44.0%) vs. Q1 2022
- New holders
- 26
- 122 more added
- Sold out
- 58
- 80 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $0 | 0.00% | +7 | New |
| Fuller & Thaler Asset Management, Inc. | 19 | $1.00K | 0.00% | −122,032−100.0% | Reduced |
| IFP Advisors, Inc | 8 | $1.00K | 0.00% | −111−93.3% | Reduced |
| Lindbrook Capital, LLC | 8 | $1.00K | 0.00% | −33−80.5% | Reduced |
| Elequin Capital LP | 21 | $1.00K | 0.00% | −7−25.0% | Reduced |
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| Whittier Trust Co | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 44 | $3.00K | 0.00% | −35−44.3% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 38 | $3.00K | 0.00% | +38 | New |
| Crewe Advisors LLC | 42 | $3.00K | 0.00% | +42 | New |
| Northwestern Mutual Wealth Management Co | 65 | $4.00K | 0.00% | −318−83.0% | Reduced |
| AdvisorNet Financial, Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 54 | $4.00K | 0.00% | +13+31.7% | Added |
| Harbour Investments, Inc. | 64 | $4.00K | 0.00% | +64 | New |
| Simplex Trading, LLC | 72 | $4.00K | 0.00% | +72 | New |
| TD Private Client Wealth LLC | 74 | $4.88K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 78 | $5.00K | 0.00% | +28+56.0% | Added |
| Covestor Ltd | 93 | $6.00K | 0.00% | −1−1.1% | Reduced |
| TCI Wealth Advisors, Inc. | 110 | $7.00K | 0.00% | −76−40.9% | Reduced |
| Parallel Advisors, LLC | 104 | $7.00K | 0.00% | +49+89.1% | Added |
| Leonteq Securities AG | 124 | $8.18K | 0.00% | −13−9.5% | Reduced |
| HC Financial Advisors Inc | 130 | $9.00K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 129 | $9.00K | 0.00% | +29+29.0% | Added |
| Spire Wealth Management | 151 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $10.0K | 0.00% | +94+144.6% | Added |
| Cullen/Frost Bankers, Inc. | 195 | $13.0K | 0.00% | −13−6.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 257 | $17.0K | 0.00% | +38+17.4% | Added |
| Private Capital Group, LLC | 282 | $19.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 299 | $19.0K | 0.00% | +242+424.6% | Added |
| Huntington National Bank | 329 | $22.0K | 0.00% | +273+487.5% | Added |
| Proequities, Inc. | 373 | $25.0K | 0.00% | −44−10.6% | Reduced |
| Sageworth Trust Co | 423 | $28.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 453 | $30.0K | 0.01% | +124+37.7% | Added |
| SRS Capital Advisors, Inc. | 603 | $40.0K | 0.01% | +47+8.5% | Added |
| Sageworth Trust Co of South Dakota | 618 | $41.0K | 0.08% | −785−56.0% | Reduced |
| First Horizon Advisors, Inc. | 658 | $43.0K | 0.00% | +512+350.7% | Added |
| Lazard Asset Management LLC | 703 | $46.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 768 | $51.0K | 0.00% | +429+126.5% | Added |
| EverSource Wealth Advisors, LLC | 810 | $53.0K | 0.01% | +810 | New |
| Harbor Investment Advisory, LLC | 868 | $57.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 900 | $59.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,046 | $69.0K | 0.02% | +8+0.8% | Added |
| Stonebridge Capital Advisors LLC | 1,261 | $83.0K | 0.01% | +792+168.9% | Added |
| Canada Pension Plan Investment Board | 1,300 | $86.0K | 0.00% | −200−13.3% | Reduced |
| City State Bank | 1,375 | $91.0K | 0.06% | −150−9.8% | Reduced |
| Fifth Third Bancorp | 1,534 | $101.0K | 0.00% | −13−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,639 | $108.0K | 0.00% | +147+9.9% | Added |
| Parkside Financial Bank & Trust | 1,851 | $122.0K | 0.04% | +64+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,366 | $156.0K | 0.00% | +774+48.6% | Added |
| Metropolitan Life Insurance Co | 2,875 | $189.7K | 0.01% | +201+7.5% | Added |
| STRS Ohio | 3,000 | $197.0K | 0.00% | −13,600−81.9% | Reduced |
| Transatlantique Private Wealth LLC | 3,129 | $206.0K | 0.14% | +3,129 | New |
| Hardy Reed LLC | 3,145 | $208.0K | 0.04% | −17−0.5% | Reduced |
| Brinker Capital Investments, LLC | 3,254 | $215.0K | 0.00% | +270+9.0% | Added |
| Stephenson National Bank & Trust | 3,279 | $216.0K | 0.13% | +1,571+92.0% | Added |
| MQS Management LLC | 3,288 | $217.0K | 0.15% | +3,288 | New |
| Gilbert & Cook, Inc. | 3,300 | $218.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,335 | $220.0K | 0.00% | −29,237−89.8% | Reduced |
| Quadrature Capital Ltd | 3,339 | $220.0K | 0.01% | +3,339 | New |
| Ameritas Investment Partners, Inc. | 3,576 | $235.0K | 0.01% | +250+7.5% | Added |
| Sonora Investment Management Group, LLC | 3,619 | $239.0K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,656 | $241.0K | 0.00% | −2,878−44.0% | Reduced |
| Hantz Financial Services, Inc. | 3,836 | $253.0K | 0.01% | +2,005+109.5% | Added |
| Vestmark Advisory Solutions, Inc. | 3,876 | $256.0K | 0.01% | +33+0.9% | Added |
| Crossmark Global Holdings, Inc. | 4,130 | $273.0K | 0.01% | −700−14.5% | Reduced |
| Foster Group, Inc. | 4,177 | $276.0K | 0.02% | +19+0.5% | Added |
| We Are One Seven, LLC | 4,295 | $283.0K | 0.04% | +146+3.5% | Added |
| Mackenzie Financial Corp | 4,283 | $283.0K | 0.00% | +974+29.4% | Added |
| Captrust Financial Advisors | 4,343 | $287.0K | 0.00% | +2,832+187.4% | Added |
| Tradition Wealth Management, LLC | 4,425 | $292.0K | 0.04% | +4,425 | New |
| DC Investments Management, LLC | 4,487 | $296.0K | 0.67% | +4,487 | New |
| Sage Rhino Capital LLC | 4,504 | $297.0K | 0.11% | −6−0.1% | Reduced |
| Trexquant Investment LP | 4,546 | $300.0K | 0.01% | −6,405−58.5% | Reduced |
| Voya Financial Advisors, Inc. | 4,537 | $308.0K | 0.04% | −11−0.2% | Reduced |
| Blair William & Co | 4,675 | $309.0K | 0.00% | −526−10.1% | Reduced |
| Walleye Capital LLC | 4,747 | $313.0K | 0.01% | +4,747 | New |
| First Hawaiian Bank | 4,861 | $320.0K | 0.01% | +27+0.6% | Added |
| Jane Street Group, LLC | 4,927 | $325.0K | 0.00% | +2,616+113.2% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $330.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,951 | $330.0K | 0.00% | +96+2.0% | Added |
| AQR Capital Management LLC | 5,044 | $333.0K | 0.00% | −5,263−51.1% | Reduced |
| Bank of Montreal | 4,865 | $340.0K | 0.00% | −2,979−38.0% | Reduced |
| HSBC Holdings PLC | 5,435 | $358.0K | 0.00% | +5,435 | New |
| Vontobel Holding Ltd. | 5,639 | $372.0K | 0.00% | +5,639 | New |
| Park Avenue Securities LLC | 5,713 | $377.0K | 0.01% | +401+7.5% | Added |
| Tower Research Capital LLC (TRC) | 5,784 | $381.0K | 0.01% | +4,679+423.4% | Added |
| American Century Companies Inc | 5,800 | $383.0K | 0.00% | −1,952−25.2% | Reduced |
| LPL Financial LLC | 5,888 | $389.0K | 0.00% | +297+5.3% | Added |
| Versor Investments LP | 6,017 | $397.0K | 0.02% | +900+17.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,031 | $398.0K | 0.00% | +904+17.6% | Added |
| Bell Bank | 6,220 | $410.0K | 0.05% | +360+6.1% | Added |
| Franklin Resources Inc | 6,424 | $424.0K | 0.00% | −8,502−57.0% | Reduced |
| Voloridge Investment Management, LLC | 6,467 | $427.0K | 0.00% | +6,467 | New |
| First Republic Investment Management, Inc. | 6,525 | $431.0K | 0.00% | −38−0.6% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $455.0K | 0.00% | +1,700+32.7% | Added |
| AlphaCrest Capital Management LLC | 6,969 | $460.0K | 0.02% | −4,571−39.6% | Reduced |