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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 7,255 | $479.0K | 0.00% | −1,061−12.8% | Reduced |
| CWM, LLC | 7,290 | $481.0K | 0.00% | +112+1.6% | Added |
| Principal Financial Group Inc | 7,377 | $487.0K | 0.00% | −399−5.1% | Reduced |
| Baird Financial Group, Inc. | 7,469 | $493.0K | 0.00% | −5,254−41.3% | Reduced |
| ProShare Advisors LLC | 7,501 | $496.0K | 0.00% | −3,391−31.1% | Reduced |
| Amalgamated Bank | 7,532 | $497.0K | 0.00% | +521+7.4% | Added |
| Moody National Bank Trust Division | 7,950 | $525.0K | 0.06% | +7,950 | New |
| Affinity Investment Advisors, LLC | 8,262 | $545.0K | 0.27% | −302−3.5% | Reduced |
| Frontier Wealth Management LLC | 8,315 | $549.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 8,400 | $554.0K | 0.02% | +2,025+31.8% | Added |
| Legacy Bridge, LLC | 8,454 | $558.0K | 0.41% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,500 | $561.0K | 0.00% | +1,254+17.3% | Added |
| Commonwealth Equity Services, LLC | 8,820 | $582.0K | 0.00% | +2,032+29.9% | Added |
| Janus Henderson Group PLC | 9,113 | $601.0K | 0.00% | +1,485+19.5% | Added |
| Ensign Peak Advisors, Inc | 9,240 | $610.0K | 0.00% | +560+6.5% | Added |
| CenterBook Partners LP | 9,498 | $627.0K | 0.13% | +6,406+207.2% | Added |
| Icon Wealth Partners, LLC | 9,702 | $640.0K | 0.08% | −2,150−18.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,799 | $647.0K | 0.00% | +9,799 | New |
| FDx Advisors, Inc. | 10,090 | $666.0K | 0.03% | −1,179−10.5% | Reduced |
| Prudential Financial Inc | 9,992 | $670.0K | 0.00% | +4,633+86.5% | Added |
| SG Americas Securities, LLC | 10,831 | $715.0K | 0.01% | +10,831 | New |
| ETF Managers Group, LLC | 10,785 | $731.0K | 0.02% | +10,785 | New |
| The PNC Financial Services Group, Inc. | 11,130 | $735.0K | 0.00% | −3,724−25.1% | Reduced |
| Los Angeles Capital Management LLC | 11,720 | $773.0K | 0.00% | +90+0.8% | Added |
| Glenmede Trust Co NA | 12,088 | $797.0K | 0.00% | −246−2.0% | Reduced |
| Arizona State Retirement System | 12,375 | $817.0K | 0.01% | +1,390+12.7% | Added |
| Janney Montgomery Scott LLC | 12,333 | $822.0K | 0.00% | −31−0.3% | Reduced |
| Advisors Asset Management, Inc. | 12,513 | $826.0K | 0.02% | +12,513 | New |
| Advisory Research Inc | 12,645 | $834.0K | 0.08% | −27,568−68.6% | Reduced |
| Royce & Associates LP | 13,000 | $858.0K | 0.01% | −6,000−31.6% | Reduced |
| Financial Counselors Inc | 13,000 | $858.0K | 0.02% | −710−5.2% | Reduced |
| BNP Paribas Arbitrage, SA | 13,360 | $881.6K | 0.00% | +8,818+194.1% | Added |
| Dimensional Fund Advisors LP | 13,687 | $903.0K | 0.00% | −248−1.8% | Reduced |
| Capital Fund Management S.A. | 13,984 | $922.8K | 0.02% | −25,918−65.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,050 | $926.0K | 0.00% | +864+6.6% | Added |
| Barclays PLC | 14,096 | $932.0K | 0.00% | −10,197−42.0% | Reduced |
| Azzad Asset Management Inc | 14,171 | $934.4K | 0.09% | +64+0.5% | Added |
| First PREMIER Bank | 14,319 | $945.0K | 0.28% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,260 | $1.01M | 0.00% | +10+0.1% | Added |
| Citadel Advisors LLC | 16,311 | $1.08M | 0.00% | +16,311 | New |
| Stanley-Laman Group, Ltd. | 16,638 | $1.10M | 0.20% | +199+1.2% | Added |
| Mariner, LLC | 16,696 | $1.10M | 0.00% | +943+6.0% | Added |
| Dorsey & Whitney Trust CO LLC | 17,175 | $1.13M | 0.11% | +9,655+128.4% | Added |
| Wells Fargo & Company | 17,538 | $1.16M | 0.00% | −126,441−87.8% | Reduced |
| Voya Investment Management LLC | 17,813 | $1.18M | 0.00% | +1,025+6.1% | Added |
| Knights of Columbus Asset Advisors LLC | 18,670 | $1.23M | 0.12% | +196+1.1% | Added |
| Institutional & Family Asset Management, LLC | 18,983 | $1.25M | 0.22% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,252 | $1.27M | 0.00% | −105,845−84.6% | Reduced |
| Manufacturers Life Insurance Company, The | 19,398 | $1.28M | 0.00% | +1,562+8.8% | Added |
| Magnetar Financial LLC | 20,370 | $1.34M | 0.02% | +20,370 | New |
| American International Group, Inc. | 22,318 | $1.47M | 0.01% | +1,056+5.0% | Added |
| MetLife Investment Management | 24,771 | $1.63M | 0.01% | +1,854+8.1% | Added |
| Jump Financial, LLC | 24,805 | $1.64M | 0.07% | +17,589+243.8% | Added |
| Banque Pictet & Cie SA | 25,000 | $1.65M | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 27,032 | $1.78M | 0.02% | +2,132+8.6% | Added |
| Alamar Capital Management, LLC | 28,812 | $1.90M | 2.15% | −515−1.8% | Reduced |
| Liontrust Investment Partners LLP | 30,000 | $1.98M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 31,884 | $2.10M | 0.00% | −7,371−18.8% | Reduced |
| Stifel Financial Corp | 33,308 | $2.20M | 0.00% | −5,376−13.9% | Reduced |
| State of New Jersey Common Pension Fund D | 33,329 | $2.20M | 0.01% | +8,695+35.3% | Added |
| US Bancorp | 33,780 | $2.23M | 0.00% | +1,544+4.8% | Added |
| HighTower Advisors, LLC | 35,959 | $2.38M | 0.01% | +274+0.8% | Added |
| TD Asset Management Inc | 36,566 | $2.41M | 0.00% | +9,200+33.6% | Added |
| Raymond James & Associates | 37,941 | $2.50M | 0.00% | +1,468+4.0% | Added |
| Legal & General Group Plc | 38,779 | $2.56M | 0.00% | +3,557+10.1% | Added |
| Cubist Systematic Strategies, LLC | 39,598 | $2.61M | 0.02% | −4,509−10.2% | Reduced |
| Allianz Asset Management GmbH | 39,605 | $2.61M | 0.00% | −74,041−65.2% | Reduced |
| Man Group plc | – | $2.71M | 0.01% | – | – |
| Qube Research & Technologies Ltd | 41,126 | $2.71M | 0.02% | +41,126 | New |
| King Luther Capital Management Corp | 41,515 | $2.74M | 0.02% | +755+1.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 42,244 | $2.79M | 0.91% | +1,015+2.5% | Added |
| Resources Investment Advisors, LLC. | 43,497 | $2.87M | 0.12% | +2,985+7.4% | Added |
| Bessemer Group Inc | 45,186 | $2.98M | 0.01% | +45,186 | New |
| Eaton Vance Management | 45,300 | $2.99M | 0.00% | −10,414−18.7% | Reduced |
| Occudo Quantitative Strategies LP | 47,977 | $3.17M | 0.26% | +7,979+19.9% | Added |
| Squarepoint Ops LLC | 48,605 | $3.21M | 0.03% | +41,772+611.3% | Added |
| George Kaiser Family Foundation | 50,774 | $3.35M | 0.60% | −7,346−12.6% | Reduced |
| Alliancebernstein L.P. | 54,838 | $3.62M | 0.00% | +671+1.2% | Added |
| UBS Asset Management Americas Inc | 55,499 | $3.66M | 0.00% | +883+1.6% | Added |
| Rhumbline Advisers | 55,736 | $3.68M | 0.01% | +11,134+25.0% | Added |
| Ingalls & Snyder LLC | 56,476 | $3.73M | 0.20% | +899+1.6% | Added |
| California State Teachers Retirement System | 59,404 | $3.92M | 0.01% | +6,361+12.0% | Added |
| State of Wisconsin Investment Board | 62,372 | $4.12M | 0.01% | +5,172+9.0% | Added |
| Moody Aldrich Partners LLC | 62,915 | $4.15M | 0.82% | −11,452−15.4% | Reduced |
| Great West Life Assurance Co | 63,015 | $4.16M | 0.01% | +3,832+6.5% | Added |
| Orser Capital Management, LLC | 63,142 | $4.17M | 5.70% | −5,275−7.7% | Reduced |
| G2 Investment Partners Management LLC | 67,500 | $4.45M | 1.42% | −4,200−5.9% | Reduced |
| Comerica Bank | 73,372 | $4.46M | 0.04% | −9,192−11.1% | Reduced |
| EULAV Asset Management | 76,400 | $5.04M | 0.21% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 78,262 | $5.17M | 0.09% | −3,061−3.8% | Reduced |
| California Public Employees Retirement System | 94,466 | $6.23M | 0.01% | +445+0.5% | Added |
| Engineers Gate Manager LP | 95,579 | $6.31M | 0.23% | +91,813+2,437.9% | Added |
| AXA S.A. | 101,412 | $6.69M | 0.02% | +31,860+45.8% | Added |
| Royal Bank of Canada | 104,650 | $6.91M | 0.00% | +1,371+1.3% | Added |
| Swiss National Bank | 107,621 | $7.10M | 0.00% | +11,600+12.1% | Added |
| Impax Asset Management Group plc | 114,314 | $7.54M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 115,852 | $7.64M | 0.02% | −47,170−28.9% | Reduced |
| Advantage Alpha Capital Partners LP | 121,488 | $8.02M | 1.38% | +52,418+75.9% | Added |
| Assenagon Asset Management S.A. | 130,878 | $8.64M | 0.04% | +114,775+712.8% | Added |
| Morgan Stanley | 133,309 | $8.80M | 0.00% | +76,143+133.2% | Added |