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 |
|---|---|---|---|---|---|
| G2 Investment Partners Management LLC | 98,910 | $7.70M | 2.40% | +31,410+46.5% | Added |
| Boston Private Wealth LLC | 101,220 | $7.88M | 0.11% | +101,220 | New |
| Russell Investments Group, Ltd. | 108,415 | $8.43M | 0.02% | −7,437−6.4% | Reduced |
| Swiss National Bank | 108,521 | $8.44M | 0.01% | +900+0.8% | Added |
| Deutsche Bank AG | 114,040 | $8.87M | 0.01% | −73,816−39.3% | Reduced |
| Impax Asset Management Group plc | 114,314 | $8.89M | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 115,294 | $8.97M | 0.00% | +10,644+10.2% | Added |
| AXA S.A. | 119,731 | $9.32M | 0.04% | +18,319+18.1% | Added |
| Morgan Stanley | 122,506 | $9.53M | 0.00% | −10,803−8.1% | Reduced |
| Segall Bryant & Hamill, LLC | 130,985 | $10.2M | 0.12% | −9,260−6.6% | Reduced |
| Advantage Alpha Capital Partners LP | 135,624 | $10.6M | 1.94% | +14,136+11.6% | Added |
| Goldman Sachs Group Inc | 141,022 | $11.0M | 0.00% | −246,282−63.6% | Reduced |
| Frontier Capital Management Co LLC | 142,359 | $11.1M | 0.13% | −63,616−30.9% | Reduced |
| Credit Suisse AG | 146,920 | $11.4M | 0.01% | −10,611−6.7% | Reduced |
| William Blair Investment Management, LLC | 183,341 | $14.3M | 0.06% | −776,014−80.9% | Reduced |
| Nordea Investment Management AB | 181,560 | $14.3M | 0.02% | −1,660−0.9% | Reduced |
| Redwood Investments, LLC | 190,060 | $14.8M | 1.99% | +44,820+30.9% | Added |
| Natixis Advisors, L.P. | 199,837 | $15.5M | 0.07% | +63,070+46.1% | Added |
| Envestnet Asset Management Inc | 201,552 | $15.7M | 0.01% | +45,506+29.2% | Added |
| New York State Common Retirement Fund | 212,945 | $16.6M | 0.02% | +16,636+8.5% | Added |
| SEI Investments Co | 213,932 | $16.6M | 0.04% | +7,827+3.8% | Added |
| Two Sigma Advisers, LP | 219,700 | $17.1M | 0.05% | +29,600+15.6% | Added |
| Wellington Management Group LLP | 245,571 | $19.1M | 0.00% | −3,976−1.6% | Reduced |
| UBS Group AG | 271,739 | $21.1M | 0.01% | −40,309−12.9% | Reduced |
| Silvercrest Asset Management Group LLC | 281,287 | $21.9M | 0.18% | −17,343−5.8% | Reduced |
| Bank of America Corp | 284,017 | $22.1M | 0.00% | +18,471+7.0% | Added |
| Nuveen Asset Management, LLC | 330,860 | $25.7M | 0.01% | +3,062+0.9% | Added |
| Kames Capital plc | 352,150 | $27.4M | 0.55% | +21,892+6.6% | Added |
| Ranger Investment Management, L.P. | 360,521 | $28.0M | 2.20% | −57,628−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 363,803 | $28.3M | 0.01% | −18,787−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 395,427 | $30.8M | 0.05% | −71,793−15.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 404,904 | $31.5M | 0.08% | −13,173−3.2% | Reduced |
| Bank of New York Mellon Corp | 414,885 | $32.3M | 0.01% | +82,292+24.7% | Added |
| Allspring Global Investments Holdings, LLC | 425,549 | $33.1M | 0.06% | −226,828−34.8% | Reduced |
| Norges Bank | 456,777 | $35.5M | 0.01% | +15,419+3.5% | Added |
| Standard Life Aberdeen plc | 468,703 | $36.5M | 0.11% | +26,998+6.1% | Added |
| TimesSquare Capital Management, LLC | 547,293 | $42.6M | 0.59% | +3,300+0.6% | Added |
| Northern Trust Corp | 572,346 | $44.5M | 0.01% | −7,044−1.2% | Reduced |
| JPMorgan Chase & Co | 582,055 | $45.3M | 0.01% | +416,826+252.3% | Added |
| Granahan Investment Management Inc | 593,882 | $46.2M | 1.51% | +88,476+17.5% | Added |
| Renaissance Technologies LLC | 680,900 | $53.0M | 0.07% | −241,800−26.2% | Reduced |
| Clearbridge Investments, LLC | 724,654 | $56.4M | 0.06% | +3,094+0.4% | Added |
| Invesco Ltd. | 727,986 | $56.6M | 0.02% | −256,873−26.1% | Reduced |
| Thrivent Financial for Lutherans | 777,965 | $60.5M | 0.17% | +133,051+20.6% | Added |
| Mairs & Power Inc | 796,742 | $62.0M | 0.78% | +89,136+12.6% | Added |
| Geode Capital Management, LLC | 799,381 | $62.2M | 0.01% | −3,676−0.5% | Reduced |
| DF Dent & Co Inc | 804,432 | $62.6M | 0.97% | −27,460−3.3% | Reduced |
| Conestoga Capital Advisors, LLC | 856,671 | $66.6M | 1.30% | −122,570−12.5% | Reduced |
| Price T Rowe Associates Inc | 894,720 | $69.6M | 0.01% | −2,127,337−70.4% | Reduced |
| FMR LLC | 906,889 | $70.6M | 0.01% | +246,658+37.4% | Added |
| State Street Corp | 969,428 | $75.4M | 0.00% | +25,637+2.7% | Added |
| First Trust Advisors LP | 973,530 | $75.7M | 0.10% | +12,647+1.3% | Added |
| Macquarie Group Ltd | 1,066,071 | $83.0M | 0.10% | +24,900+2.4% | Added |
| Praesidium Investment Management Company, LLC | 1,143,886 | $89.0M | 8.68% | +31,410+2.8% | Added |
| Artisan Partners Limited Partnership | 1,310,501 | $102.0M | 0.18% | +133,586+11.4% | Added |
| Ameriprise Financial Inc | 1,465,478 | $114.0M | 0.04% | −519,800−26.2% | Reduced |
| Champlain Investment Partners, LLC | 1,569,480 | $122.1M | 0.83% | +159,310+11.3% | Added |
| Brown Advisory Inc | 1,658,915 | $129.1M | 0.25% | +63,109+4.0% | Added |
| T. Rowe Price Investment Management, Inc. | 1,758,611 | $136.8M | 0.11% | +1,758,611 | New |
| Riverbridge Partners LLC | 2,237,245 | $174.1M | 2.58% | +588,095+35.7% | Added |
| BlackRock Inc. | 3,572,540 | $277.9M | 0.01% | −50,423−1.4% | Reduced |
| Vanguard Group Inc | 4,328,052 | $336.7M | 0.01% | +33,593+0.8% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −130,878−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −95,579−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −48,605−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −41,126−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −39,605−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −20,370−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −18,983−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −16,638−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −14,319−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,984−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −13,687−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −10,785−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −9,113−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,865−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,747−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,339−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| HC Financial Advisors Inc | – | – | – | – | Not filed |