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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 24,771 | $1.63M | 0.01% | +1,854+8.1% | Added |
| American International Group, Inc. | 22,318 | $1.47M | 0.01% | +1,056+5.0% | Added |
| Magnetar Financial LLC | 20,370 | $1.34M | 0.02% | +20,370 | New |
| Manufacturers Life Insurance Company, The | 19,398 | $1.28M | 0.00% | +1,562+8.8% | Added |
| Two Sigma Investments, LP | 19,252 | $1.27M | 0.00% | −105,845−84.6% | Reduced |
| Institutional & Family Asset Management, LLC | 18,983 | $1.25M | 0.22% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 18,670 | $1.23M | 0.12% | +196+1.1% | Added |
| Voya Investment Management LLC | 17,813 | $1.18M | 0.00% | +1,025+6.1% | Added |
| Wells Fargo & Company | 17,538 | $1.16M | 0.00% | −126,441−87.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,175 | $1.13M | 0.11% | +9,655+128.4% | Added |
| Mariner, LLC | 16,696 | $1.10M | 0.00% | +943+6.0% | Added |
| Stanley-Laman Group, Ltd. | 16,638 | $1.10M | 0.20% | +199+1.2% | Added |
| Citadel Advisors LLC | 16,311 | $1.08M | 0.00% | +16,311 | New |
| State Board of Administration of Florida Retirement System | 15,260 | $1.01M | 0.00% | +10+0.1% | Added |
| First PREMIER Bank | 14,319 | $945.0K | 0.28% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 14,171 | $934.4K | 0.09% | +64+0.5% | Added |
| Barclays PLC | 14,096 | $932.0K | 0.00% | −10,197−42.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,050 | $926.0K | 0.00% | +864+6.6% | Added |
| Capital Fund Management S.A. | 13,984 | $922.8K | 0.02% | −25,918−65.0% | Reduced |
| Dimensional Fund Advisors LP | 13,687 | $903.0K | 0.00% | −248−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 13,360 | $881.6K | 0.00% | +8,818+194.1% | Added |
| 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 |
| Advisory Research Inc | 12,645 | $834.0K | 0.08% | −27,568−68.6% | Reduced |
| Advisors Asset Management, Inc. | 12,513 | $826.0K | 0.02% | +12,513 | New |
| Janney Montgomery Scott LLC | 12,333 | $822.0K | 0.00% | −31−0.3% | Reduced |
| Arizona State Retirement System | 12,375 | $817.0K | 0.01% | +1,390+12.7% | Added |
| Glenmede Trust Co NA | 12,088 | $797.0K | 0.00% | −246−2.0% | Reduced |
| Los Angeles Capital Management LLC | 11,720 | $773.0K | 0.00% | +90+0.8% | Added |
| The PNC Financial Services Group, Inc. | 11,130 | $735.0K | 0.00% | −3,724−25.1% | Reduced |
| ETF Managers Group, LLC | 10,785 | $731.0K | 0.02% | +10,785 | New |
| SG Americas Securities, LLC | 10,831 | $715.0K | 0.01% | +10,831 | New |
| Prudential Financial Inc | 9,992 | $670.0K | 0.00% | +4,633+86.5% | Added |
| FDx Advisors, Inc. | 10,090 | $666.0K | 0.03% | −1,179−10.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,799 | $647.0K | 0.00% | +9,799 | New |
| Icon Wealth Partners, LLC | 9,702 | $640.0K | 0.08% | −2,150−18.1% | Reduced |
| CenterBook Partners LP | 9,498 | $627.0K | 0.13% | +6,406+207.2% | Added |
| Ensign Peak Advisors, Inc | 9,240 | $610.0K | 0.00% | +560+6.5% | Added |
| Janus Henderson Group PLC | 9,113 | $601.0K | 0.00% | +1,485+19.5% | Added |
| Commonwealth Equity Services, LLC | 8,820 | $582.0K | 0.00% | +2,032+29.9% | Added |
| MML Investors Services, LLC | 8,500 | $561.0K | 0.00% | +1,254+17.3% | Added |
| Legacy Bridge, LLC | 8,454 | $558.0K | 0.41% | 00.0% | Unchanged |
| Diversified Trust Co | 8,400 | $554.0K | 0.02% | +2,025+31.8% | Added |
| Frontier Wealth Management LLC | 8,315 | $549.0K | 0.04% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 8,262 | $545.0K | 0.27% | −302−3.5% | Reduced |
| Moody National Bank Trust Division | 7,950 | $525.0K | 0.06% | +7,950 | New |
| Amalgamated Bank | 7,532 | $497.0K | 0.00% | +521+7.4% | Added |
| ProShare Advisors LLC | 7,501 | $496.0K | 0.00% | −3,391−31.1% | Reduced |
| Baird Financial Group, Inc. | 7,469 | $493.0K | 0.00% | −5,254−41.3% | Reduced |
| Principal Financial Group Inc | 7,377 | $487.0K | 0.00% | −399−5.1% | Reduced |
| CWM, LLC | 7,290 | $481.0K | 0.00% | +112+1.6% | Added |
| Teacher Retirement System of Texas | 7,255 | $479.0K | 0.00% | −1,061−12.8% | Reduced |
| AlphaCrest Capital Management LLC | 6,969 | $460.0K | 0.02% | −4,571−39.6% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $455.0K | 0.00% | +1,700+32.7% | Added |
| First Republic Investment Management, Inc. | 6,525 | $431.0K | 0.00% | −38−0.6% | Reduced |
| Voloridge Investment Management, LLC | 6,467 | $427.0K | 0.00% | +6,467 | New |
| Franklin Resources Inc | 6,424 | $424.0K | 0.00% | −8,502−57.0% | Reduced |
| Bell Bank | 6,220 | $410.0K | 0.05% | +360+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,031 | $398.0K | 0.00% | +904+17.6% | Added |
| Versor Investments LP | 6,017 | $397.0K | 0.02% | +900+17.6% | Added |
| LPL Financial LLC | 5,888 | $389.0K | 0.00% | +297+5.3% | Added |
| American Century Companies Inc | 5,800 | $383.0K | 0.00% | −1,952−25.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,784 | $381.0K | 0.01% | +4,679+423.4% | Added |
| Park Avenue Securities LLC | 5,713 | $377.0K | 0.01% | +401+7.5% | Added |
| Vontobel Holding Ltd. | 5,639 | $372.0K | 0.00% | +5,639 | New |
| HSBC Holdings PLC | 5,435 | $358.0K | 0.00% | +5,435 | New |
| Bank of Montreal | 4,865 | $340.0K | 0.00% | −2,979−38.0% | Reduced |
| AQR Capital Management LLC | 5,044 | $333.0K | 0.00% | −5,263−51.1% | Reduced |
| 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 |
| Jane Street Group, LLC | 4,927 | $325.0K | 0.00% | +2,616+113.2% | Added |
| First Hawaiian Bank | 4,861 | $320.0K | 0.01% | +27+0.6% | Added |
| Walleye Capital LLC | 4,747 | $313.0K | 0.01% | +4,747 | New |
| Blair William & Co | 4,675 | $309.0K | 0.00% | −526−10.1% | Reduced |
| Voya Financial Advisors, Inc. | 4,537 | $308.0K | 0.04% | −11−0.2% | Reduced |
| Trexquant Investment LP | 4,546 | $300.0K | 0.01% | −6,405−58.5% | Reduced |
| Sage Rhino Capital LLC | 4,504 | $297.0K | 0.11% | −6−0.1% | Reduced |
| DC Investments Management, LLC | 4,487 | $296.0K | 0.67% | +4,487 | New |
| Tradition Wealth Management, LLC | 4,425 | $292.0K | 0.04% | +4,425 | New |
| Captrust Financial Advisors | 4,343 | $287.0K | 0.00% | +2,832+187.4% | 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 |
| Foster Group, Inc. | 4,177 | $276.0K | 0.02% | +19+0.5% | Added |
| Crossmark Global Holdings, Inc. | 4,130 | $273.0K | 0.01% | −700−14.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,876 | $256.0K | 0.01% | +33+0.9% | Added |
| Hantz Financial Services, Inc. | 3,836 | $253.0K | 0.01% | +2,005+109.5% | Added |
| Victory Capital Management Inc | 3,656 | $241.0K | 0.00% | −2,878−44.0% | Reduced |
| Sonora Investment Management Group, LLC | 3,619 | $239.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,576 | $235.0K | 0.01% | +250+7.5% | Added |
| 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 |
| Gilbert & Cook, Inc. | 3,300 | $218.0K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 3,288 | $217.0K | 0.15% | +3,288 | New |
| Stephenson National Bank & Trust | 3,279 | $216.0K | 0.13% | +1,571+92.0% | Added |
| Brinker Capital Investments, LLC | 3,254 | $215.0K | 0.00% | +270+9.0% | Added |
| Hardy Reed LLC | 3,145 | $208.0K | 0.04% | −17−0.5% | Reduced |
| Transatlantique Private Wealth LLC | 3,129 | $206.0K | 0.14% | +3,129 | New |
| STRS Ohio | 3,000 | $197.0K | 0.00% | −13,600−81.9% | Reduced |
| Metropolitan Life Insurance Co | 2,875 | $189.7K | 0.01% | +201+7.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,366 | $156.0K | 0.00% | +774+48.6% | Added |