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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1,851 | $122.0K | 0.04% | +64+3.6% | Added |
| Nisa Investment Advisors, LLC | 1,639 | $108.0K | 0.00% | +147+9.9% | Added |
| Fifth Third Bancorp | 1,534 | $101.0K | 0.00% | −13−0.8% | Reduced |
| City State Bank | 1,375 | $91.0K | 0.06% | −150−9.8% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $86.0K | 0.00% | −200−13.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,261 | $83.0K | 0.01% | +792+168.9% | Added |
| Heritage Wealth Management, LLC | 1,046 | $69.0K | 0.02% | +8+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 900 | $59.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 868 | $57.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 810 | $53.0K | 0.01% | +810 | New |
| Signaturefd, LLC | 768 | $51.0K | 0.00% | +429+126.5% | Added |
| Lazard Asset Management LLC | 703 | $46.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 658 | $43.0K | 0.00% | +512+350.7% | Added |
| Sageworth Trust Co of South Dakota | 618 | $41.0K | 0.08% | −785−56.0% | Reduced |
| SRS Capital Advisors, Inc. | 603 | $40.0K | 0.01% | +47+8.5% | Added |
| Benjamin Edwards Inc | 453 | $30.0K | 0.01% | +124+37.7% | Added |
| Sageworth Trust Co | 423 | $28.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 373 | $25.0K | 0.00% | −44−10.6% | Reduced |
| Huntington National Bank | 329 | $22.0K | 0.00% | +273+487.5% | 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 |
| Migdal Insurance & Financial Holdings Ltd. | 257 | $17.0K | 0.00% | +38+17.4% | Added |
| Cullen/Frost Bankers, Inc. | 195 | $13.0K | 0.00% | −13−6.3% | Reduced |
| Spire Wealth Management | 151 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $10.0K | 0.00% | +94+144.6% | Added |
| 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 |
| Leonteq Securities AG | 124 | $8.18K | 0.00% | −13−9.5% | 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 |
| Covestor Ltd | 93 | $6.00K | 0.00% | −1−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 78 | $5.00K | 0.00% | +28+56.0% | Added |
| TD Private Client Wealth LLC | 74 | $4.88K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Whittier Trust Co | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |