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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 5 | $0 | 0.00% | −60−92.3% | Reduced |
| Simplex Trading, LLC | 20 | $1.00K | 0.00% | −52−72.2% | Reduced |
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 14 | $1.00K | 0.00% | −7−33.3% | Reduced |
| Allworth Financial LP | 18 | $1.00K | 0.00% | +16+800.0% | Added |
| Meeder Asset Management Inc | 9 | $1.00K | 0.00% | +9 | New |
| Gradient Investments LLC | 9 | $1.00K | 0.00% | +9 | New |
| Manchester Capital Management LLC | 32 | $2.00K | 0.00% | −12−27.3% | Reduced |
| Absolute Capital Management, LLC | 32 | $2.48K | 0.00% | +32 | New |
| Crewe Advisors LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $3.00K | 0.00% | +18+225.0% | Added |
| Capital Advisors, Ltd. LLC | 42 | $3.00K | 0.00% | +35+500.0% | Added |
| Bell Investment Advisors, Inc | 39 | $3.00K | 0.00% | +32+457.1% | Added |
| Ellevest, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Spire Wealth Management | 51 | $4.00K | 0.00% | −100−66.2% | Reduced |
| Howe & Rusling Inc | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $5.00K | 0.00% | +61+762.5% | Added |
| Massmutual Trust Co FSB | 64 | $5.00K | 0.00% | +64 | New |
| Annapolis Financial Services, LLC | 67 | $5.00K | 0.00% | +67 | New |
| Washington Trust Advisors, Inc. | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 71 | $6.00K | 0.00% | +33+86.8% | Added |
| Covestor Ltd | 93 | $7.00K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $8.00K | 0.00% | −29−22.5% | Reduced |
| Leonteq Securities AG | 124 | $9.65K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 133 | $10.0K | 0.00% | +29+27.9% | Added |
| Quadrant Capital Group LLC | 142 | $11.0K | 0.00% | −17−10.7% | Reduced |
| TD Private Client Wealth LLC | 162 | $12.6K | 0.00% | +88+118.9% | Added |
| Huntington National Bank | 175 | $14.0K | 0.00% | −154−46.8% | Reduced |
| Wipfli Financial Advisors LLC, | 181 | $14.0K | 0.00% | +181 | New |
| Rockefeller Capital Management L.P. | 206 | $16.0K | 0.00% | −93−31.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 256 | $20.0K | 0.00% | −1−0.4% | Reduced |
| Brown Brothers Harriman & Co | 322 | $25.0K | 0.00% | +322 | New |
| Sageworth Trust Co of South Dakota | 362 | $28.0K | 0.07% | −256−41.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 364 | $28.0K | 0.00% | +169+86.7% | Added |
| Proequities, Inc. | 391 | $30.0K | 0.00% | +18+4.8% | Added |
| Sageworth Trust Co | 423 | $33.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $33.0K | 0.06% | – | New |
| Abound Wealth Management | 500 | $38.9K | 0.02% | +500 | New |
| SRS Capital Advisors, Inc. | 587 | $46.0K | 0.01% | −16−2.7% | Reduced |
| First Horizon Advisors, Inc. | 665 | $51.0K | 0.00% | +7+1.1% | Added |
| Benjamin Edwards Inc | 796 | $62.0K | 0.02% | +343+75.7% | Added |
| Harbor Investment Advisory, LLC | 868 | $68.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 900 | $70.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 911 | $71.0K | 0.00% | +143+18.6% | Added |
| Canada Pension Plan Investment Board | 1,300 | $101.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,375 | $107.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,556 | $121.0K | 0.00% | −4,228−73.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,596 | $124.0K | 0.02% | +335+26.6% | Added |
| Nisa Investment Advisors, LLC | 1,671 | $130.0K | 0.00% | +32+2.0% | Added |
| Fifth Third Bancorp | 1,843 | $143.0K | 0.00% | +309+20.1% | Added |
| Acadian Asset Management LLC | 1,877 | $146.0K | 0.00% | +1,877 | New |
| Heritage Wealth Management, LLC | 1,927 | $150.0K | 0.05% | +881+84.2% | Added |
| State of Wyoming | 1,960 | $152.0K | 0.08% | +1,960 | New |
| Parkside Financial Bank & Trust | 1,970 | $153.0K | 0.05% | +119+6.4% | Added |
| Advisory Research Inc | 2,574 | $200.0K | 0.02% | −10,071−79.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,607 | $203.0K | 0.00% | +241+10.2% | Added |
| Centiva Capital, LP | 2,600 | $203.0K | 0.02% | +2,600 | New |
| Xponance, Inc. | 2,674 | $208.0K | 0.00% | +2,674 | New |
| American Trust | 2,674 | $208.0K | 0.02% | +2,674 | New |
| STRS Ohio | 2,800 | $217.0K | 0.00% | −200−6.7% | Reduced |
| Jane Street Group, LLC | 2,798 | $218.0K | 0.00% | −2,129−43.2% | Reduced |
| Pictet Asset Management SA | 2,855 | $222.0K | 0.00% | +2,855 | New |
| Metropolitan Life Insurance Co | 2,875 | $223.7K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,895 | $225.0K | 0.00% | −4,574−61.2% | Reduced |
| Mercer Global Advisors Inc | 2,941 | $229.0K | 0.00% | +2,941 | New |
| Verdence Capital Advisors LLC | 3,011 | $234.0K | 0.03% | +3,011 | New |
| Sonora Investment Management Group, LLC | 3,619 | $239.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,094 | $240.7K | 0.00% | +3,094 | New |
| Gilbert & Cook, Inc. | 3,800 | $258.0K | 0.06% | +500+15.2% | Added |
| Stephenson National Bank & Trust | 3,395 | $264.0K | 0.18% | +116+3.5% | Added |
| Hardy Reed LLC | 3,588 | $279.0K | 0.06% | +443+14.1% | Added |
| Brinker Capital Investments, LLC | 3,628 | $282.0K | 0.01% | +374+11.5% | Added |
| Ameritas Investment Partners, Inc. | 3,738 | $290.0K | 0.01% | +162+4.5% | Added |
| Transatlantique Private Wealth LLC | 3,984 | $310.0K | 0.21% | +855+27.3% | Added |
| Crossmark Global Holdings, Inc. | 3,995 | $311.0K | 0.01% | −135−3.3% | Reduced |
| FDx Advisors, Inc. | 4,092 | $318.0K | 0.01% | −5,998−59.4% | Reduced |
| Hantz Financial Services, Inc. | 4,091 | $318.0K | 0.01% | +255+6.6% | Added |
| Foster Group, Inc. | 4,188 | $326.0K | 0.03% | +11+0.3% | Added |
| We Are One Seven, LLC | 4,310 | $335.0K | 0.03% | +15+0.3% | Added |
| Mackenzie Financial Corp | 4,330 | $337.0K | 0.00% | +47+1.1% | Added |
| Balyasny Asset Management LLC | 4,339 | $338.0K | 0.00% | +4,339 | New |
| Truist Financial Corp | 4,480 | $349.0K | 0.00% | +4,480 | New |
| Sage Rhino Capital LLC | 4,504 | $350.0K | 0.14% | 00.0% | Unchanged |
| LPL Financial LLC | 4,616 | $359.0K | 0.00% | −1,272−21.6% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $371.0K | 0.06% | +339+7.7% | Added |
| SG Americas Securities, LLC | 4,779 | $372.0K | 0.01% | −6,052−55.9% | Reduced |
| AlphaCrest Capital Management LLC | 4,862 | $378.0K | 0.02% | −2,107−30.2% | Reduced |
| First Hawaiian Bank | 4,861 | $379.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 4,888 | $380.0K | 0.07% | −4,610−48.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $389.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 5,000 | $389.0K | 28.79% | +5,000 | New |
| Victory Capital Management Inc | 5,227 | $407.0K | 0.00% | +1,571+43.0% | Added |
| Voloridge Investment Management, LLC | 5,356 | $417.0K | 0.00% | −1,111−17.2% | Reduced |
| Quantamental Technologies LLC | 5,361 | $417.0K | 0.16% | +5,361 | New |
| Franklin Resources Inc | 5,482 | $426.0K | 0.00% | −942−14.7% | Reduced |
| Trexquant Investment LP | 5,535 | $431.0K | 0.02% | +989+21.8% | Added |
| Gsa Capital Partners LLP | 5,670 | $441.0K | 0.06% | +5,670 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,031 | $469.0K | 0.00% | 00.0% | Unchanged |