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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 6,300 | $490.1K | 0.01% | +6,300 | New |
| Quantbot Technologies LP | 6,445 | $501.0K | 0.04% | +6,445 | New |
| First Republic Investment Management, Inc. | 6,454 | $502.0K | 0.00% | −71−1.1% | Reduced |
| Teacher Retirement System of Texas | 6,549 | $510.0K | 0.00% | −706−9.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,636 | $516.0K | 0.03% | +2,760+71.2% | Added |
| Handelsbanken Fonder AB | 6,900 | $537.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 6,920 | $538.0K | 0.00% | −457−6.2% | Reduced |
| Icon Wealth Advisors, LLC | 7,000 | $545.0K | 0.07% | +7,000 | New |
| ProShare Advisors LLC | 7,063 | $549.0K | 0.00% | −438−5.8% | Reduced |
| CWM, LLC | 7,094 | $552.0K | 0.00% | −196−2.7% | Reduced |
| Amalgamated Bank | 7,715 | $600.0K | 0.01% | +183+2.4% | Added |
| Schroder Investment Management Group | 8,013 | $610.0K | 0.00% | +8,013 | New |
| Harvest Management LLC | 8,000 | $622.0K | 0.57% | +8,000 | New |
| Verition Fund Management LLC | 8,013 | $623.0K | 0.01% | +8,013 | New |
| Affinity Investment Advisors, LLC | 8,262 | $643.0K | 0.33% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,298 | $646.0K | 0.01% | +2,585+45.2% | Added |
| Legacy Bridge, LLC | 8,454 | $658.0K | 0.52% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,568 | $658.0K | 0.09% | +4,031+88.8% | Added |
| Commonwealth Equity Services, LLC | 8,560 | $665.0K | 0.00% | −260−2.9% | Reduced |
| Woodline Partners LP | 9,026 | $702.0K | 0.01% | +9,026 | New |
| Clear Street Markets LLC | 10,000 | $778.0K | 0.15% | +10,000 | New |
| HSBC Holdings PLC | 9,900 | $786.0K | 0.00% | +4,465+82.2% | Added |
| Prudential Financial Inc | 10,219 | $790.0K | 0.00% | +227+2.3% | Added |
| MML Investors Services, LLC | 10,327 | $803.0K | 0.01% | +1,827+21.5% | Added |
| Vontobel Holding Ltd. | 10,819 | $842.0K | 0.01% | +5,180+91.9% | Added |
| Cubist Systematic Strategies, LLC | 11,603 | $903.0K | 0.01% | −27,995−70.7% | Reduced |
| Bell Bank | 11,742 | $914.0K | 0.12% | +5,522+88.8% | Added |
| Advisors Asset Management, Inc. | 11,814 | $919.0K | 0.02% | −699−5.6% | Reduced |
| Glenmede Trust Co NA | 11,858 | $922.0K | 0.01% | −230−1.9% | Reduced |
| Captrust Financial Advisors | 12,204 | $949.0K | 0.01% | +7,861+181.0% | Added |
| Ensign Peak Advisors, Inc | 12,380 | $963.0K | 0.00% | +3,140+34.0% | Added |
| Arizona State Retirement System | 12,440 | $968.0K | 0.01% | +65+0.5% | Added |
| Moody National Bank Trust Division | 12,754 | $992.0K | 0.10% | +4,804+60.4% | Added |
| Financial Counselors Inc | 13,000 | $1.01M | 0.02% | 00.0% | Unchanged |
| Crestline Management, LP | 13,417 | $1.04M | 0.14% | +13,417 | New |
| Diversified Trust Co | 13,956 | $1.09M | 0.05% | +5,556+66.1% | Added |
| Azzad Asset Management Inc | 14,275 | $1.11M | 0.11% | +104+0.7% | Added |
| State Board of Administration of Florida Retirement System | 15,260 | $1.19M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,861 | $1.23M | 0.00% | +15,861 | New |
| Wells Fargo & Company | 16,756 | $1.30M | 0.00% | −782−4.5% | Reduced |
| Los Angeles Capital Management LLC | 16,991 | $1.32M | 0.01% | +5,271+45.0% | Added |
| The PNC Financial Services Group, Inc. | 17,024 | $1.32M | 0.00% | +5,894+53.0% | Added |
| Advisor Group Holdings, Inc. | 17,383 | $1.35M | 0.00% | +3,333+23.7% | Added |
| Mariner, LLC | 17,439 | $1.36M | 0.01% | +743+4.5% | Added |
| Holocene Advisors, LP | 17,437 | $1.36M | 0.01% | +17,437 | New |
| Panagora Asset Management Inc | 17,496 | $1.36M | 0.01% | +17,496 | New |
| Tudor Investment Corp Et Al | 18,057 | $1.41M | 0.03% | +18,057 | New |
| Jump Financial, LLC | 18,297 | $1.42M | 0.06% | −6,508−26.2% | Reduced |
| Manufacturers Life Insurance Company, The | 18,976 | $1.48M | 0.00% | −422−2.2% | Reduced |
| Ergoteles LLC | 19,651 | $1.53M | 0.05% | +19,651 | New |
| Janney Montgomery Scott LLC | 19,915 | $1.55M | 0.01% | +7,582+61.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 20,000 | $1.56M | 0.04% | +20,000 | New |
| Knights of Columbus Asset Advisors LLC | 21,165 | $1.65M | 0.17% | +2,495+13.4% | Added |
| American International Group, Inc. | 22,637 | $1.76M | 0.01% | +319+1.4% | Added |
| Barclays PLC | 23,450 | $1.82M | 0.00% | +9,354+66.4% | Added |
| Banque Pictet & Cie SA | 25,000 | $1.95M | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 25,037 | $1.95M | 0.20% | +7,862+45.8% | Added |
| MetLife Investment Management | 25,767 | $2.00M | 0.02% | +996+4.0% | Added |
| Citigroup Inc | 28,358 | $2.21M | 0.00% | −3,526−11.1% | Reduced |
| Whetstone Capital Advisors, LLC | 28,388 | $2.21M | 1.36% | +28,388 | New |
| BNP Paribas Arbitrage, SA | 29,683 | $2.31M | 0.01% | +16,323+122.2% | Added |
| Liontrust Investment Partners LLP | 30,000 | $2.33M | 0.04% | 00.0% | Unchanged |
| Washington Harbour Partners LP | 31,388 | $2.44M | 2.39% | +31,388 | New |
| Schonfeld Strategic Advisors LLC | 32,200 | $2.50M | 0.02% | +5,168+19.1% | Added |
| Vestcor Inc | 33,000 | $2.57M | 0.10% | +33,000 | New |
| State of New Jersey Common Pension Fund D | 33,329 | $2.59M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 33,813 | $2.63M | 0.01% | +33+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,932 | $2.72M | 0.02% | +25,133+256.5% | Added |
| HighTower Advisors, LLC | 35,650 | $2.78M | 0.01% | −309−0.9% | Reduced |
| Millennium Management LLC | 35,935 | $2.80M | 0.00% | +35,935 | New |
| Alamar Capital Management, LLC | 37,050 | $2.88M | 3.24% | +8,238+28.6% | Added |
| TD Asset Management Inc | 38,260 | $2.94M | 0.00% | +1,694+4.6% | Added |
| Raymond James & Associates | 37,816 | $2.94M | 0.00% | −125−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 37,902 | $2.95M | 0.23% | −10,075−21.0% | Reduced |
| Legal & General Group Plc | 39,300 | $3.06M | 0.00% | +521+1.3% | Added |
| Citadel Advisors LLC | 40,279 | $3.13M | 0.00% | +23,968+146.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 40,707 | $3.17M | 1.15% | −1,537−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 43,927 | $3.42M | 0.13% | +430+1.0% | Added |
| UBS Asset Management Americas Inc | 44,602 | $3.47M | 0.00% | −10,897−19.6% | Reduced |
| Eaton Vance Management | 45,300 | $3.52M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 46,978 | $3.65M | 0.02% | – | – |
| Stifel Financial Corp | 51,515 | $4.01M | 0.01% | +18,207+54.7% | Added |
| Alliancebernstein L.P. | 51,572 | $4.01M | 0.00% | −3,266−6.0% | Reduced |
| George Kaiser Family Foundation | 52,721 | $4.10M | 0.72% | +1,947+3.8% | Added |
| Ingalls & Snyder LLC | 56,442 | $4.39M | 0.25% | −34−0.1% | Reduced |
| California State Teachers Retirement System | 58,219 | $4.53M | 0.01% | −1,185−2.0% | Reduced |
| King Luther Capital Management Corp | 58,261 | $4.53M | 0.03% | +16,746+40.3% | Added |
| State of Wisconsin Investment Board | 59,434 | $4.62M | 0.01% | −2,938−4.7% | Reduced |
| Rhumbline Advisers | 60,874 | $4.74M | 0.01% | +5,138+9.2% | Added |
| Orser Capital Management, LLC | 61,517 | $4.79M | 8.55% | −1,625−2.6% | Reduced |
| Moody Aldrich Partners LLC | 64,015 | $4.98M | 1.03% | +1,100+1.7% | Added |
| Bessemer Group Inc | 65,475 | $5.09M | 0.01% | +20,289+44.9% | Added |
| Marshall Wace, LLP | 69,654 | $5.42M | 0.01% | +69,654 | New |
| Comerica Bank | 73,412 | $5.51M | 0.05% | +40+0.1% | Added |
| EULAV Asset Management | 76,400 | $5.94M | 0.26% | 00.0% | Unchanged |
| Great West Life Assurance Co | 78,145 | $6.08M | 0.02% | +15,130+24.0% | Added |
| Voya Investment Management LLC | 80,902 | $6.29M | 0.01% | +63,089+354.2% | Added |
| Two Sigma Investments, LP | 87,080 | $6.78M | 0.02% | +67,828+352.3% | Added |
| California Public Employees Retirement System | 94,466 | $7.35M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 96,193 | $7.48M | 0.13% | +17,931+22.9% | Added |