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 |
|---|---|---|---|---|---|
| Liontrust Investment Partners LLP | 30,000 | $2.33M | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29,683 | $2.31M | 0.01% | +16,323+122.2% | Added |
| Whetstone Capital Advisors, LLC | 28,388 | $2.21M | 1.36% | +28,388 | New |
| Citigroup Inc | 28,358 | $2.21M | 0.00% | −3,526−11.1% | Reduced |
| MetLife Investment Management | 25,767 | $2.00M | 0.02% | +996+4.0% | Added |
| Dorsey & Whitney Trust CO LLC | 25,037 | $1.95M | 0.20% | +7,862+45.8% | Added |
| Banque Pictet & Cie SA | 25,000 | $1.95M | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 23,450 | $1.82M | 0.00% | +9,354+66.4% | Added |
| American International Group, Inc. | 22,637 | $1.76M | 0.01% | +319+1.4% | Added |
| Knights of Columbus Asset Advisors LLC | 21,165 | $1.65M | 0.17% | +2,495+13.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 20,000 | $1.56M | 0.04% | +20,000 | New |
| Janney Montgomery Scott LLC | 19,915 | $1.55M | 0.01% | +7,582+61.5% | Added |
| Ergoteles LLC | 19,651 | $1.53M | 0.05% | +19,651 | New |
| Manufacturers Life Insurance Company, The | 18,976 | $1.48M | 0.00% | −422−2.2% | Reduced |
| Jump Financial, LLC | 18,297 | $1.42M | 0.06% | −6,508−26.2% | Reduced |
| Tudor Investment Corp Et Al | 18,057 | $1.41M | 0.03% | +18,057 | New |
| Panagora Asset Management Inc | 17,496 | $1.36M | 0.01% | +17,496 | New |
| Mariner, LLC | 17,439 | $1.36M | 0.01% | +743+4.5% | Added |
| Holocene Advisors, LP | 17,437 | $1.36M | 0.01% | +17,437 | New |
| Advisor Group Holdings, Inc. | 17,383 | $1.35M | 0.00% | +3,333+23.7% | Added |
| The PNC Financial Services Group, Inc. | 17,024 | $1.32M | 0.00% | +5,894+53.0% | Added |
| Los Angeles Capital Management LLC | 16,991 | $1.32M | 0.01% | +5,271+45.0% | Added |
| Wells Fargo & Company | 16,756 | $1.30M | 0.00% | −782−4.5% | Reduced |
| Susquehanna International Group, LLP | 15,861 | $1.23M | 0.00% | +15,861 | New |
| State Board of Administration of Florida Retirement System | 15,260 | $1.19M | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 14,275 | $1.11M | 0.11% | +104+0.7% | Added |
| Diversified Trust Co | 13,956 | $1.09M | 0.05% | +5,556+66.1% | Added |
| Crestline Management, LP | 13,417 | $1.04M | 0.14% | +13,417 | New |
| Financial Counselors Inc | 13,000 | $1.01M | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 12,754 | $992.0K | 0.10% | +4,804+60.4% | Added |
| Arizona State Retirement System | 12,440 | $968.0K | 0.01% | +65+0.5% | Added |
| Ensign Peak Advisors, Inc | 12,380 | $963.0K | 0.00% | +3,140+34.0% | Added |
| Captrust Financial Advisors | 12,204 | $949.0K | 0.01% | +7,861+181.0% | Added |
| Glenmede Trust Co NA | 11,858 | $922.0K | 0.01% | −230−1.9% | Reduced |
| Advisors Asset Management, Inc. | 11,814 | $919.0K | 0.02% | −699−5.6% | Reduced |
| Bell Bank | 11,742 | $914.0K | 0.12% | +5,522+88.8% | Added |
| Cubist Systematic Strategies, LLC | 11,603 | $903.0K | 0.01% | −27,995−70.7% | Reduced |
| Vontobel Holding Ltd. | 10,819 | $842.0K | 0.01% | +5,180+91.9% | Added |
| MML Investors Services, LLC | 10,327 | $803.0K | 0.01% | +1,827+21.5% | Added |
| Prudential Financial Inc | 10,219 | $790.0K | 0.00% | +227+2.3% | Added |
| HSBC Holdings PLC | 9,900 | $786.0K | 0.00% | +4,465+82.2% | Added |
| Clear Street Markets LLC | 10,000 | $778.0K | 0.15% | +10,000 | New |
| Woodline Partners LP | 9,026 | $702.0K | 0.01% | +9,026 | New |
| Commonwealth Equity Services, LLC | 8,560 | $665.0K | 0.00% | −260−2.9% | Reduced |
| 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 |
| Park Avenue Securities LLC | 8,298 | $646.0K | 0.01% | +2,585+45.2% | Added |
| Affinity Investment Advisors, LLC | 8,262 | $643.0K | 0.33% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,013 | $623.0K | 0.01% | +8,013 | New |
| Harvest Management LLC | 8,000 | $622.0K | 0.57% | +8,000 | New |
| Schroder Investment Management Group | 8,013 | $610.0K | 0.00% | +8,013 | New |
| Amalgamated Bank | 7,715 | $600.0K | 0.01% | +183+2.4% | Added |
| CWM, LLC | 7,094 | $552.0K | 0.00% | −196−2.7% | Reduced |
| ProShare Advisors LLC | 7,063 | $549.0K | 0.00% | −438−5.8% | Reduced |
| Icon Wealth Advisors, LLC | 7,000 | $545.0K | 0.07% | +7,000 | New |
| Principal Financial Group Inc | 6,920 | $538.0K | 0.00% | −457−6.2% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $537.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,636 | $516.0K | 0.03% | +2,760+71.2% | Added |
| Teacher Retirement System of Texas | 6,549 | $510.0K | 0.00% | −706−9.7% | Reduced |
| First Republic Investment Management, Inc. | 6,454 | $502.0K | 0.00% | −71−1.1% | Reduced |
| Quantbot Technologies LP | 6,445 | $501.0K | 0.04% | +6,445 | New |
| Virginia Retirement Systems Et Al | 6,300 | $490.1K | 0.01% | +6,300 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,031 | $469.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,670 | $441.0K | 0.06% | +5,670 | New |
| Trexquant Investment LP | 5,535 | $431.0K | 0.02% | +989+21.8% | Added |
| Franklin Resources Inc | 5,482 | $426.0K | 0.00% | −942−14.7% | Reduced |
| 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 |
| Victory Capital Management Inc | 5,227 | $407.0K | 0.00% | +1,571+43.0% | Added |
| 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 |
| CenterBook Partners LP | 4,888 | $380.0K | 0.07% | −4,610−48.5% | Reduced |
| First Hawaiian Bank | 4,861 | $379.0K | 0.01% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,862 | $378.0K | 0.02% | −2,107−30.2% | Reduced |
| SG Americas Securities, LLC | 4,779 | $372.0K | 0.01% | −6,052−55.9% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $371.0K | 0.06% | +339+7.7% | Added |
| LPL Financial LLC | 4,616 | $359.0K | 0.00% | −1,272−21.6% | Reduced |
| Sage Rhino Capital LLC | 4,504 | $350.0K | 0.14% | 00.0% | Unchanged |
| Truist Financial Corp | 4,480 | $349.0K | 0.00% | +4,480 | New |
| Balyasny Asset Management LLC | 4,339 | $338.0K | 0.00% | +4,339 | New |
| Mackenzie Financial Corp | 4,330 | $337.0K | 0.00% | +47+1.1% | Added |
| We Are One Seven, LLC | 4,310 | $335.0K | 0.03% | +15+0.3% | Added |
| Foster Group, Inc. | 4,188 | $326.0K | 0.03% | +11+0.3% | Added |
| 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 |
| Crossmark Global Holdings, Inc. | 3,995 | $311.0K | 0.01% | −135−3.3% | Reduced |
| Transatlantique Private Wealth LLC | 3,984 | $310.0K | 0.21% | +855+27.3% | Added |
| Ameritas Investment Partners, Inc. | 3,738 | $290.0K | 0.01% | +162+4.5% | Added |
| Brinker Capital Investments, LLC | 3,628 | $282.0K | 0.01% | +374+11.5% | Added |
| Hardy Reed LLC | 3,588 | $279.0K | 0.06% | +443+14.1% | Added |
| Stephenson National Bank & Trust | 3,395 | $264.0K | 0.18% | +116+3.5% | Added |
| Gilbert & Cook, Inc. | 3,800 | $258.0K | 0.06% | +500+15.2% | Added |
| Atria Wealth Solutions, Inc. | 3,094 | $240.7K | 0.00% | +3,094 | New |
| Sonora Investment Management Group, LLC | 3,619 | $239.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,011 | $234.0K | 0.03% | +3,011 | New |
| Mercer Global Advisors Inc | 2,941 | $229.0K | 0.00% | +2,941 | New |
| Baird Financial Group, Inc. | 2,895 | $225.0K | 0.00% | −4,574−61.2% | Reduced |
| Metropolitan Life Insurance Co | 2,875 | $223.7K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,855 | $222.0K | 0.00% | +2,855 | New |
| Jane Street Group, LLC | 2,798 | $218.0K | 0.00% | −2,129−43.2% | Reduced |