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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 136,767 | $9.03M | 0.04% | +30,719+29.0% | Added |
| Segall Bryant & Hamill, LLC | 140,245 | $9.26M | 0.10% | +57,925+70.4% | Added |
| Redwood Investments, LLC | 145,240 | $9.58M | 1.06% | −40,519−21.8% | Reduced |
| Envestnet Asset Management Inc | 156,046 | $10.3M | 0.01% | +4,638+3.1% | Added |
| Credit Suisse AG | 157,531 | $10.4M | 0.01% | +7,370+4.9% | Added |
| JPMorgan Chase & Co | 165,229 | $10.9M | 0.00% | +38,585+30.5% | Added |
| Nordea Investment Management AB | 183,220 | $12.0M | 0.02% | +39,592+27.6% | Added |
| Deutsche Bank AG | 187,856 | $12.4M | 0.01% | +29,545+18.7% | Added |
| Two Sigma Advisers, LP | 190,100 | $12.5M | 0.04% | −35,000−15.5% | Reduced |
| New York State Common Retirement Fund | 196,309 | $13.0M | 0.02% | +9,162+4.9% | Added |
| Frontier Capital Management Co LLC | 205,975 | $13.6M | 0.16% | +102,946+99.9% | Added |
| SEI Investments Co | 206,105 | $13.6M | 0.03% | +80,391+63.9% | Added |
| Wellington Management Group LLP | 249,547 | $16.5M | 0.00% | +3,886+1.6% | Added |
| Bank of America Corp | 265,546 | $17.5M | 0.00% | −19,467−6.8% | Reduced |
| Silvercrest Asset Management Group LLC | 298,630 | $19.7M | 0.15% | −7,151−2.3% | Reduced |
| UBS Group AG | 312,048 | $20.6M | 0.01% | +128,789+70.3% | Added |
| Nuveen Asset Management, LLC | 327,798 | $21.6M | 0.01% | −98,241−23.1% | Reduced |
| Kames Capital plc | 330,258 | $21.8M | 0.41% | −57,039−14.7% | Reduced |
| Bank of New York Mellon Corp | 332,593 | $21.9M | 0.01% | +12,895+4.0% | Added |
| Charles Schwab Investment Management Inc | 382,590 | $25.2M | 0.01% | +11,807+3.2% | Added |
| Goldman Sachs Group Inc | 387,304 | $25.6M | 0.01% | −60,704−13.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 418,077 | $27.6M | 0.07% | +53,466+14.7% | Added |
| Ranger Investment Management, L.P. | 418,149 | $27.6M | 2.09% | −101,480−19.5% | Reduced |
| Norges Bank | 441,358 | $29.1M | 0.01% | +66,920+17.9% | Added |
| Standard Life Aberdeen plc | 441,705 | $29.5M | 0.09% | +42,995+10.8% | Added |
| D. E. Shaw & Co., Inc. | 467,220 | $30.8M | 0.05% | +84,227+22.0% | Added |
| Granahan Investment Management Inc | 505,406 | $33.4M | 1.14% | +124,700+32.8% | Added |
| TimesSquare Capital Management, LLC | 543,993 | $35.9M | 0.50% | +15,124+2.9% | Added |
| Northern Trust Corp | 579,390 | $38.2M | 0.01% | +20,124+3.6% | Added |
| Thrivent Financial for Lutherans | 644,914 | $42.6M | 0.11% | −4,219−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 652,377 | $43.0M | 0.07% | −87,237−11.8% | Reduced |
| FMR LLC | 660,231 | $43.6M | 0.00% | −283,056−30.0% | Reduced |
| Mairs & Power Inc | 707,606 | $46.7M | 0.56% | +228,075+47.6% | Added |
| Clearbridge Investments, LLC | 721,560 | $47.6M | 0.04% | +230,707+47.0% | Added |
| Geode Capital Management, LLC | 803,057 | $53.0M | 0.01% | +53,401+7.1% | Added |
| DF Dent & Co Inc | 831,892 | $54.9M | 0.77% | +111,871+15.5% | Added |
| Renaissance Technologies LLC | 922,700 | $60.9M | 0.07% | +5,000+0.5% | Added |
| State Street Corp | 943,791 | $62.3M | 0.00% | −6,517−0.7% | Reduced |
| William Blair Investment Management, LLC | 959,355 | $63.3M | 0.23% | −17,723−1.8% | Reduced |
| First Trust Advisors LP | 960,883 | $63.4M | 0.08% | +19,109+2.0% | Added |
| Conestoga Capital Advisors, LLC | 979,241 | $64.6M | 1.18% | +1,551+0.2% | Added |
| Invesco Ltd. | 984,859 | $65.0M | 0.02% | −219,619−18.2% | Reduced |
| Macquarie Group Ltd | 1,041,171 | $68.7M | 0.08% | +76,809+8.0% | Added |
| Praesidium Investment Management Company, LLC | 1,112,476 | $73.4M | 6.41% | −159,975−12.6% | Reduced |
| Artisan Partners Limited Partnership | 1,176,915 | $77.7M | 0.13% | −244,914−17.2% | Reduced |
| Champlain Investment Partners, LLC | 1,410,170 | $93.1M | 0.60% | +310,375+28.2% | Added |
| Brown Advisory Inc | 1,595,806 | $105.3M | 0.20% | −232,220−12.7% | Reduced |
| Riverbridge Partners LLC | 1,649,150 | $108.8M | 1.74% | −227,677−12.1% | Reduced |
| Ameriprise Financial Inc | 1,985,278 | $131.0M | 0.05% | +42,334+2.2% | Added |
| Price T Rowe Associates Inc | 3,022,057 | $199.4M | 0.03% | +564,500+23.0% | Added |
| BlackRock Inc. | 3,622,963 | $239.1M | 0.01% | +33,841+0.9% | Added |
| Vanguard Group Inc | 4,294,459 | $283.4M | 0.01% | −22,085−0.5% | Reduced |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −248,100−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −115,141−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −88,507−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −82,296−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −66,055−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −55,242−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −14,973−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −13,486−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −11,881−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,762−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −7,532−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,055−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −5,468−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,645−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −2,649−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −2,540−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| Cornerstone Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,249−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,116−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −2,039−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,926−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −165−100.0% | Sold out |