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.
Q3 2022 vs. Q2 2022
How the institutions holding Workiva Inc changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 252 | 4 | 262 | +14 |
| Shares | 44.2M | 18.4K | 43.8M | −410.6K (−0.9%) |
| Value | $2.92B | $1.22M | $3.41B | +$487.2M (+16.7%) |
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (46)
Institutions that held Workiva Inc at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (32)
Institutions that held Workiva Inc at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (4)
Institutions that held Workiva Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Icon Wealth Partners, LLC | 9,702 | $640.0K |
| Frontier Wealth Management LLC | 8,315 | $549.0K |
| Private Capital Group, LLC | 282 | $19.0K |
| HC Financial Advisors Inc | 130 | $9.00K |