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, Q4 2022
Institutional positions in Workiva Inc as of Dec 31, 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
- 271
- +11 vs. Q3 2022
- Shares held
- 44.6M
- +880.2K (+2.0%) vs. Q3 2022
- Total value
- $3.75B
- +$343.0M (+10.1%) vs. Q3 2022
- New holders
- 49
- 93 more added
- Sold out
- 38
- 101 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,583,549 | $384.9M | 0.01% | +255,497+5.9% | Added |
| BlackRock Inc. | 3,471,554 | $291.5M | 0.01% | −100,986−2.8% | Reduced |
| Riverbridge Partners LLC | 2,178,057 | $182.9M | 2.75% | −59,188−2.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,985,617 | $166.7M | 0.13% | +227,006+12.9% | Added |
| Brown Advisory Inc | 1,705,027 | $143.2M | 0.27% | +46,112+2.8% | Added |
| Ameriprise Financial Inc | 1,541,347 | $129.4M | 0.04% | +75,869+5.2% | Added |
| Champlain Investment Partners, LLC | 1,522,935 | $127.9M | 0.82% | −46,545−3.0% | Reduced |
| FMR LLC | 1,408,366 | $118.3M | 0.01% | +501,477+55.3% | Added |
| Artisan Partners Limited Partnership | 1,254,298 | $105.3M | 0.19% | −56,203−4.3% | Reduced |
| Macquarie Group Ltd | 1,098,994 | $92.3M | 0.11% | +32,923+3.1% | Added |
| Praesidium Investment Management Company, LLC | 1,044,476 | $87.7M | 8.91% | −99,410−8.7% | Reduced |
| State Street Corp | 979,917 | $82.3M | 0.00% | +10,489+1.1% | Added |
| Conestoga Capital Advisors, LLC | 919,891 | $77.2M | 1.45% | +63,220+7.4% | Added |
| Mairs & Power Inc | 852,020 | $71.5M | 0.86% | +55,278+6.9% | Added |
| Geode Capital Management, LLC | 828,833 | $69.6M | 0.01% | +29,452+3.7% | Added |
| JPMorgan Chase & Co | 825,079 | $69.3M | 0.01% | +243,024+41.8% | Added |
| Thrivent Financial for Lutherans | 803,483 | $67.5M | 0.17% | +25,518+3.3% | Added |
| DF Dent & Co Inc | 788,453 | $66.2M | 0.99% | −15,979−2.0% | Reduced |
| Invesco Ltd. | 729,950 | $61.3M | 0.02% | +1,964+0.3% | Added |
| Clearbridge Investments, LLC | 721,401 | $60.6M | 0.06% | −3,253−0.4% | Reduced |
| Price T Rowe Associates Inc | 712,100 | $59.8M | 0.01% | −182,620−20.4% | Reduced |
| First Trust Advisors LP | 710,695 | $59.7M | 0.07% | −262,835−27.0% | Reduced |
| Standard Life Aberdeen plc | 637,760 | $53.6M | 0.15% | +169,057+36.1% | Added |
| Renaissance Technologies LLC | 596,000 | $50.0M | 0.07% | −84,900−12.5% | Reduced |
| Northern Trust Corp | 572,602 | $48.1M | 0.01% | +2560.0% | Added |
| Granahan Investment Management Inc | 568,008 | $47.7M | 1.46% | −25,874−4.4% | Reduced |
| TimesSquare Capital Management, LLC | 478,673 | $40.2M | 0.57% | −68,620−12.5% | Reduced |
| Norges Bank | 420,951 | $35.3M | 0.01% | −35,826−7.8% | Reduced |
| Nuveen Asset Management, LLC | 380,238 | $31.9M | 0.01% | +49,378+14.9% | Added |
| Ranger Investment Management, L.P. | 371,706 | $31.2M | 2.32% | +11,185+3.1% | Added |
| Charles Schwab Investment Management Inc | 370,760 | $31.1M | 0.01% | +6,957+1.9% | Added |
| Bank of New York Mellon Corp | 364,817 | $30.6M | 0.01% | −50,068−12.1% | Reduced |
| Kames Capital plc | 352,150 | $29.6M | 0.53% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 343,175 | $28.8M | 0.07% | −61,729−15.2% | Reduced |
| Bank of America Corp | 315,218 | $26.5M | 0.00% | +31,201+11.0% | Added |
| D. E. Shaw & Co., Inc. | 313,445 | $26.3M | 0.04% | −81,982−20.7% | Reduced |
| New York State Common Retirement Fund | 280,863 | $23.6M | 0.03% | +67,918+31.9% | Added |
| Brown Capital Management LLC | 272,402 | $22.9M | 0.38% | +272,402 | New |
| Silvercrest Asset Management Group LLC | 268,986 | $22.6M | 0.17% | −12,301−4.4% | Reduced |
| UBS Group AG | 268,248 | $22.5M | 0.01% | −3,491−1.3% | Reduced |
| Wellington Management Group LLP | 234,537 | $19.7M | 0.00% | −11,034−4.5% | Reduced |
| Natixis Advisors, L.P. | 233,870 | $19.6M | 0.07% | +34,033+17.0% | Added |
| Morgan Stanley | 230,738 | $19.4M | 0.00% | +108,232+88.3% | Added |
| Envestnet Asset Management Inc | 197,437 | $16.6M | 0.01% | −4,115−2.0% | Reduced |
| Redwood Investments, LLC | 186,996 | $15.7M | 2.10% | −3,064−1.6% | Reduced |
| William Blair Investment Management, LLC | 185,526 | $15.6M | 0.06% | +2,185+1.2% | Added |
| Goldman Sachs Group Inc | 178,986 | $15.0M | 0.00% | +37,964+26.9% | Added |
| Nordea Investment Management AB | 175,939 | $14.5M | 0.02% | −5,621−3.1% | Reduced |
| Deutsche Bank AG | 170,634 | $14.3M | 0.01% | +56,594+49.6% | Added |
| Impax Asset Management Group plc | 158,586 | $13.3M | 0.06% | +44,272+38.7% | Added |
| Allspring Global Investments Holdings, LLC | 154,734 | $13.0M | 0.02% | −270,815−63.6% | Reduced |
| Two Sigma Advisers, LP | 153,500 | $12.9M | 0.04% | −66,200−30.1% | Reduced |
| Credit Suisse AG | 151,195 | $12.7M | 0.01% | +4,275+2.9% | Added |
| SEI Investments Co | 147,212 | $12.4M | 0.03% | −66,720−31.2% | Reduced |
| Frontier Capital Management Co LLC | 142,013 | $11.9M | 0.13% | −346−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 139,656 | $11.7M | 0.13% | +8,671+6.6% | Added |
| Contour Asset Management LLC | 139,532 | $11.7M | 0.72% | +139,532 | New |
| AXA S.A. | 121,134 | $10.2M | 0.04% | +1,403+1.2% | Added |
| Royal Bank of Canada | 118,845 | $9.98M | 0.00% | +3,551+3.1% | Added |
| Swiss National Bank | 111,121 | $9.33M | 0.01% | +2,600+2.4% | Added |
| Federated Hermes, Inc. | 110,683 | $9.29M | 0.03% | +110,683 | New |
| Advantage Alpha Capital Partners LP | 108,851 | $9.14M | 1.94% | −26,773−19.7% | Reduced |
| Voya Investment Management LLC | 108,571 | $9.12M | 0.01% | +27,669+34.2% | Added |
| Boston Private Wealth LLC | 100,885 | $8.47M | 0.11% | −335−0.3% | Reduced |
| Citadel Advisors LLC | 97,628 | $8.20M | 0.01% | +57,349+142.4% | Added |
| California Public Employees Retirement System | 94,466 | $7.93M | 0.01% | 00.0% | Unchanged |
| G2 Investment Partners Management LLC | 94,000 | $7.89M | 2.34% | −4,910−5.0% | Reduced |
| Russell Investments Group, Ltd. | 92,893 | $7.80M | 0.02% | −15,522−14.3% | Reduced |
| Oppenheimer Asset Management Inc. | 92,048 | $7.73M | 0.12% | −4,145−4.3% | Reduced |
| Great West Life Assurance Co | 82,242 | $6.92M | 0.02% | +4,097+5.2% | Added |
| Comerica Bank | 77,699 | $6.82M | 0.05% | +4,287+5.8% | Added |
| EULAV Asset Management | 76,400 | $6.42M | 0.28% | 00.0% | Unchanged |
| Bessemer Group Inc | 70,703 | $5.94M | 0.01% | +5,228+8.0% | Added |
| Vista Equity Partners Management, LLC | 70,432 | $5.91M | 0.09% | +70,432 | New |
| State of Wisconsin Investment Board | 69,038 | $5.80M | 0.02% | +9,604+16.2% | Added |
| Rhumbline Advisers | 66,731 | $5.60M | 0.01% | +5,857+9.6% | Added |
| Orser Capital Management, LLC | 60,887 | $5.11M | 7.40% | −630−1.0% | Reduced |
| California State Teachers Retirement System | 59,088 | $4.96M | 0.01% | +869+1.5% | Added |
| King Luther Capital Management Corp | 58,772 | $4.94M | 0.03% | +511+0.9% | Added |
| Alliancebernstein L.P. | 57,505 | $4.83M | 0.00% | +5,933+11.5% | Added |
| Ingalls & Snyder LLC | 56,158 | $4.72M | 0.26% | −284−0.5% | Reduced |
| George Kaiser Family Foundation | 52,721 | $4.43M | 0.66% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 46,542 | $3.91M | 0.00% | +1,940+4.3% | Added |
| Stifel Financial Corp | 45,678 | $3.84M | 0.01% | −5,837−11.3% | Reduced |
| Moody Aldrich Partners LLC | 44,821 | $3.76M | 0.76% | −19,194−30.0% | Reduced |
| Resources Investment Advisors, LLC. | 43,915 | $3.69M | 0.11% | −120.0% | Reduced |
| TD Asset Management Inc | 43,100 | $3.62M | 0.00% | +4,840+12.7% | Added |
| Legal & General Group Plc | 41,416 | $3.48M | 0.00% | +2,116+5.4% | Added |
| Man Group plc | 37,131 | $3.12M | 0.01% | −9,847−21.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,425 | $3.06M | 0.02% | +1,493+4.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 36,417 | $3.06M | 1.11% | −4,290−10.5% | Reduced |
| Alamar Capital Management, LLC | 36,028 | $3.03M | 3.10% | −1,022−2.8% | Reduced |
| Raymond James & Associates | 35,825 | $3.01M | 0.00% | −1,991−5.3% | Reduced |
| Millennium Management LLC | 35,403 | $2.97M | 0.00% | −532−1.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 35,000 | $2.94M | 0.01% | +35,000 | New |
| Jane Street Group, LLC | 34,369 | $2.89M | 0.01% | +31,571+1,128.3% | Added |
| HighTower Advisors, LLC | 32,865 | $2.77M | 0.01% | −2,785−7.8% | Reduced |
| Balyasny Asset Management LLC | 32,576 | $2.74M | 0.01% | +28,237+650.8% | Added |
| State of New Jersey Common Pension Fund D | 30,161 | $2.53M | 0.01% | −3,168−9.5% | Reduced |
| Liontrust Investment Partners LLP | 30,000 | $2.52M | 0.05% | 00.0% | Unchanged |