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, Q3 2022
Institutional positions in Workiva Inc as of Sep 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
- 262
- +14 vs. Q2 2022
- Shares held
- 43.8M
- −410.6K (−0.9%) vs. Q2 2022
- Total value
- $3.41B
- +$487.2M (+16.7%) vs. Q2 2022
- New holders
- 46
- 110 more added
- Sold out
- 32
- 74 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,328,052 | $336.7M | 0.01% | +33,593+0.8% | Added |
| BlackRock Inc. | 3,572,540 | $277.9M | 0.01% | −50,423−1.4% | Reduced |
| Riverbridge Partners LLC | 2,237,245 | $174.1M | 2.58% | +588,095+35.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,758,611 | $136.8M | 0.11% | +1,758,611 | New |
| Brown Advisory Inc | 1,658,915 | $129.1M | 0.25% | +63,109+4.0% | Added |
| Champlain Investment Partners, LLC | 1,569,480 | $122.1M | 0.83% | +159,310+11.3% | Added |
| Ameriprise Financial Inc | 1,465,478 | $114.0M | 0.04% | −519,800−26.2% | Reduced |
| Artisan Partners Limited Partnership | 1,310,501 | $102.0M | 0.18% | +133,586+11.4% | Added |
| Praesidium Investment Management Company, LLC | 1,143,886 | $89.0M | 8.68% | +31,410+2.8% | Added |
| Macquarie Group Ltd | 1,066,071 | $83.0M | 0.10% | +24,900+2.4% | Added |
| First Trust Advisors LP | 973,530 | $75.7M | 0.10% | +12,647+1.3% | Added |
| State Street Corp | 969,428 | $75.4M | 0.00% | +25,637+2.7% | Added |
| FMR LLC | 906,889 | $70.6M | 0.01% | +246,658+37.4% | Added |
| Price T Rowe Associates Inc | 894,720 | $69.6M | 0.01% | −2,127,337−70.4% | Reduced |
| Conestoga Capital Advisors, LLC | 856,671 | $66.6M | 1.30% | −122,570−12.5% | Reduced |
| DF Dent & Co Inc | 804,432 | $62.6M | 0.97% | −27,460−3.3% | Reduced |
| Geode Capital Management, LLC | 799,381 | $62.2M | 0.01% | −3,676−0.5% | Reduced |
| Mairs & Power Inc | 796,742 | $62.0M | 0.78% | +89,136+12.6% | Added |
| Thrivent Financial for Lutherans | 777,965 | $60.5M | 0.17% | +133,051+20.6% | Added |
| Invesco Ltd. | 727,986 | $56.6M | 0.02% | −256,873−26.1% | Reduced |
| Clearbridge Investments, LLC | 724,654 | $56.4M | 0.06% | +3,094+0.4% | Added |
| Renaissance Technologies LLC | 680,900 | $53.0M | 0.07% | −241,800−26.2% | Reduced |
| Granahan Investment Management Inc | 593,882 | $46.2M | 1.51% | +88,476+17.5% | Added |
| JPMorgan Chase & Co | 582,055 | $45.3M | 0.01% | +416,826+252.3% | Added |
| Northern Trust Corp | 572,346 | $44.5M | 0.01% | −7,044−1.2% | Reduced |
| TimesSquare Capital Management, LLC | 547,293 | $42.6M | 0.59% | +3,300+0.6% | Added |
| Standard Life Aberdeen plc | 468,703 | $36.5M | 0.11% | +26,998+6.1% | Added |
| Norges Bank | 456,777 | $35.5M | 0.01% | +15,419+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 425,549 | $33.1M | 0.06% | −226,828−34.8% | Reduced |
| Bank of New York Mellon Corp | 414,885 | $32.3M | 0.01% | +82,292+24.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 404,904 | $31.5M | 0.08% | −13,173−3.2% | Reduced |
| D. E. Shaw & Co., Inc. | 395,427 | $30.8M | 0.05% | −71,793−15.4% | Reduced |
| Charles Schwab Investment Management Inc | 363,803 | $28.3M | 0.01% | −18,787−4.9% | Reduced |
| Ranger Investment Management, L.P. | 360,521 | $28.0M | 2.20% | −57,628−13.8% | Reduced |
| Kames Capital plc | 352,150 | $27.4M | 0.55% | +21,892+6.6% | Added |
| Nuveen Asset Management, LLC | 330,860 | $25.7M | 0.01% | +3,062+0.9% | Added |
| Bank of America Corp | 284,017 | $22.1M | 0.00% | +18,471+7.0% | Added |
| Silvercrest Asset Management Group LLC | 281,287 | $21.9M | 0.18% | −17,343−5.8% | Reduced |
| UBS Group AG | 271,739 | $21.1M | 0.01% | −40,309−12.9% | Reduced |
| Wellington Management Group LLP | 245,571 | $19.1M | 0.00% | −3,976−1.6% | Reduced |
| Two Sigma Advisers, LP | 219,700 | $17.1M | 0.05% | +29,600+15.6% | Added |
| SEI Investments Co | 213,932 | $16.6M | 0.04% | +7,827+3.8% | Added |
| New York State Common Retirement Fund | 212,945 | $16.6M | 0.02% | +16,636+8.5% | Added |
| Envestnet Asset Management Inc | 201,552 | $15.7M | 0.01% | +45,506+29.2% | Added |
| Natixis Advisors, L.P. | 199,837 | $15.5M | 0.07% | +63,070+46.1% | Added |
| Redwood Investments, LLC | 190,060 | $14.8M | 1.99% | +44,820+30.9% | Added |
| Nordea Investment Management AB | 181,560 | $14.3M | 0.02% | −1,660−0.9% | Reduced |
| William Blair Investment Management, LLC | 183,341 | $14.3M | 0.06% | −776,014−80.9% | Reduced |
| Credit Suisse AG | 146,920 | $11.4M | 0.01% | −10,611−6.7% | Reduced |
| Frontier Capital Management Co LLC | 142,359 | $11.1M | 0.13% | −63,616−30.9% | Reduced |
| Goldman Sachs Group Inc | 141,022 | $11.0M | 0.00% | −246,282−63.6% | Reduced |
| Advantage Alpha Capital Partners LP | 135,624 | $10.6M | 1.94% | +14,136+11.6% | Added |
| Segall Bryant & Hamill, LLC | 130,985 | $10.2M | 0.12% | −9,260−6.6% | Reduced |
| Morgan Stanley | 122,506 | $9.53M | 0.00% | −10,803−8.1% | Reduced |
| AXA S.A. | 119,731 | $9.32M | 0.04% | +18,319+18.1% | Added |
| Royal Bank of Canada | 115,294 | $8.97M | 0.00% | +10,644+10.2% | Added |
| Impax Asset Management Group plc | 114,314 | $8.89M | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 114,040 | $8.87M | 0.01% | −73,816−39.3% | Reduced |
| Swiss National Bank | 108,521 | $8.44M | 0.01% | +900+0.8% | Added |
| Russell Investments Group, Ltd. | 108,415 | $8.43M | 0.02% | −7,437−6.4% | Reduced |
| Boston Private Wealth LLC | 101,220 | $7.88M | 0.11% | +101,220 | New |
| G2 Investment Partners Management LLC | 98,910 | $7.70M | 2.40% | +31,410+46.5% | Added |
| Oppenheimer Asset Management Inc. | 96,193 | $7.48M | 0.13% | +17,931+22.9% | Added |
| California Public Employees Retirement System | 94,466 | $7.35M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 87,080 | $6.78M | 0.02% | +67,828+352.3% | Added |
| Voya Investment Management LLC | 80,902 | $6.29M | 0.01% | +63,089+354.2% | Added |
| Great West Life Assurance Co | 78,145 | $6.08M | 0.02% | +15,130+24.0% | Added |
| EULAV Asset Management | 76,400 | $5.94M | 0.26% | 00.0% | Unchanged |
| Comerica Bank | 73,412 | $5.51M | 0.05% | +40+0.1% | Added |
| Marshall Wace, LLP | 69,654 | $5.42M | 0.01% | +69,654 | New |
| Bessemer Group Inc | 65,475 | $5.09M | 0.01% | +20,289+44.9% | Added |
| Moody Aldrich Partners LLC | 64,015 | $4.98M | 1.03% | +1,100+1.7% | Added |
| Orser Capital Management, LLC | 61,517 | $4.79M | 8.55% | −1,625−2.6% | Reduced |
| Rhumbline Advisers | 60,874 | $4.74M | 0.01% | +5,138+9.2% | Added |
| State of Wisconsin Investment Board | 59,434 | $4.62M | 0.01% | −2,938−4.7% | Reduced |
| King Luther Capital Management Corp | 58,261 | $4.53M | 0.03% | +16,746+40.3% | Added |
| California State Teachers Retirement System | 58,219 | $4.53M | 0.01% | −1,185−2.0% | Reduced |
| Ingalls & Snyder LLC | 56,442 | $4.39M | 0.25% | −34−0.1% | Reduced |
| George Kaiser Family Foundation | 52,721 | $4.10M | 0.72% | +1,947+3.8% | Added |
| Alliancebernstein L.P. | 51,572 | $4.01M | 0.00% | −3,266−6.0% | Reduced |
| Stifel Financial Corp | 51,515 | $4.01M | 0.01% | +18,207+54.7% | Added |
| Man Group plc | 46,978 | $3.65M | 0.02% | – | – |
| Eaton Vance Management | 45,300 | $3.52M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 44,602 | $3.47M | 0.00% | −10,897−19.6% | Reduced |
| Resources Investment Advisors, LLC. | 43,927 | $3.42M | 0.13% | +430+1.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 40,707 | $3.17M | 1.15% | −1,537−3.6% | Reduced |
| Citadel Advisors LLC | 40,279 | $3.13M | 0.00% | +23,968+146.9% | Added |
| Legal & General Group Plc | 39,300 | $3.06M | 0.00% | +521+1.3% | Added |
| Occudo Quantitative Strategies LP | 37,902 | $2.95M | 0.23% | −10,075−21.0% | Reduced |
| Raymond James & Associates | 37,816 | $2.94M | 0.00% | −125−0.3% | Reduced |
| TD Asset Management Inc | 38,260 | $2.94M | 0.00% | +1,694+4.6% | Added |
| Alamar Capital Management, LLC | 37,050 | $2.88M | 3.24% | +8,238+28.6% | Added |
| Millennium Management LLC | 35,935 | $2.80M | 0.00% | +35,935 | New |
| HighTower Advisors, LLC | 35,650 | $2.78M | 0.01% | −309−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,932 | $2.72M | 0.02% | +25,133+256.5% | Added |
| US Bancorp | 33,813 | $2.63M | 0.01% | +33+0.1% | Added |
| State of New Jersey Common Pension Fund D | 33,329 | $2.59M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 33,000 | $2.57M | 0.10% | +33,000 | New |
| Schonfeld Strategic Advisors LLC | 32,200 | $2.50M | 0.02% | +5,168+19.1% | Added |
| Washington Harbour Partners LP | 31,388 | $2.44M | 2.39% | +31,388 | New |