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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3 | $252 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 4 | $336 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 10 | $840 | 0.00% | +10 | New |
| Baker Avenue Asset Management, LP | 11 | $924 | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −27−64.3% | Reduced |
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 13 | $1.09K | 0.00% | −1−7.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 14 | $1.18K | 0.00% | +14 | New |
| Allworth Financial LP | 20 | $1.68K | 0.00% | +2+11.1% | Added |
| Hexagon Capital Partners LLC | 20 | $1.68K | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 31 | $2.60K | 0.00% | +26+520.0% | Added |
| MCF Advisors LLC | 33 | $2.77K | 0.00% | +33 | New |
| Ronald Blue Trust, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| Manchester Capital Management LLC | 42 | $3.53K | 0.00% | +10+31.3% | Added |
| AdvisorNet Financial, Inc | 47 | $3.95K | 0.00% | −13−21.7% | Reduced |
| Rockefeller Capital Management L.P. | 58 | $4.00K | 0.00% | −148−71.8% | Reduced |
| IFP Advisors, Inc | 28 | $4.00K | 0.00% | +2+7.7% | Added |
| Iron Horse Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| TD Private Client Wealth LLC | 52 | $4.37K | 0.00% | −110−67.9% | Reduced |
| Farther Finance Advisors, LLC | 52 | $4.37K | 0.00% | +52 | New |
| Ellevest, Inc. | 54 | $4.53K | 0.00% | +10+22.7% | Added |
| Lindbrook Capital, LLC | 58 | $4.87K | 0.00% | −11−15.9% | Reduced |
| Bell Investment Advisors, Inc | 58 | $4.87K | 0.00% | +19+48.7% | Added |
| TCI Wealth Advisors, Inc. | 58 | $4.87K | 0.00% | +58 | New |
| Massmutual Trust Co FSB | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 10,047 | $5.00K | 0.00% | +10,047 | New |
| Washington Trust Advisors, Inc. | 78 | $6.55K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $8.00K | 0.01% | −2−2.2% | Reduced |
| Spire Wealth Management | 101 | $8.00K | 0.00% | +50+98.0% | Added |
| Lazard Asset Management LLC | 100 | $8.00K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 100 | $8.40K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $9.04K | 0.00% | +108 | New |
| Globeflex Capital L P | 108 | $9.07K | 0.00% | +37+52.1% | Added |
| Leonteq Securities AG | 124 | $10.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 127 | $10.7K | 0.00% | +127 | New |
| Franklin Resources Inc | 146 | $12.3K | 0.00% | −5,336−97.3% | Reduced |
| Zions Bancorporation, N.A. | 147 | $12.3K | 0.00% | +147 | New |
| Belpointe Asset Management LLC | 148 | $12.4K | 0.00% | +148 | New |
| Harel Insurance Investments & Financial Services Ltd. | 169 | $14.0K | 0.00% | +169 | New |
| Huntington National Bank | 179 | $15.0K | 0.00% | +4+2.3% | Added |
| Advisory Services Network, LLC | 203 | $17.0K | 0.00% | +203 | New |
| Quadrant Capital Group LLC | 209 | $17.6K | 0.00% | +67+47.2% | Added |
| Parallel Advisors, LLC | 236 | $19.8K | 0.00% | +103+77.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 247 | $21.0K | 0.00% | −9−3.5% | Reduced |
| GWM Advisors LLC | 2,867 | $26.7K | 0.00% | +2,867 | New |
| Proequities, Inc. | 323 | $27.1K | 0.00% | −68−17.4% | Reduced |
| GHP Investment Advisors, Inc. | 339 | $28.5K | 0.00% | +339 | New |
| Sageworth Trust Co of South Dakota | 362 | $30.0K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 364 | $30.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 396 | $34.2K | 0.01% | +396 | New |
| Sageworth Trust Co | 423 | $36.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 601 | $50.5K | 0.01% | +14+2.4% | Added |
| First Horizon Advisors, Inc. | 665 | $55.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 715 | $60.0K | 0.02% | −1,245−63.5% | Reduced |
| Harbor Investment Advisory, LLC | 858 | $72.0K | 0.01% | −10−1.2% | Reduced |
| Park Place Capital Corp | 934 | $78.0K | 0.02% | +934 | New |
| Benjamin Edwards Inc | 956 | $80.0K | 0.02% | +160+20.1% | Added |
| Signaturefd, LLC | 1,037 | $87.1K | 0.00% | +126+13.8% | Added |
| City State Bank | 1,275 | $107.0K | 0.07% | −100−7.3% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $109.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,528 | $128.0K | 0.01% | −28−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,596 | $134.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,664 | $140.0K | 0.00% | −7−0.4% | Reduced |
| Fifth Third Bancorp | 1,741 | $146.2K | 0.00% | −102−5.5% | Reduced |
| Parkside Financial Bank & Trust | 1,973 | $165.7K | 0.05% | +3+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,259 | $186.3K | 0.00% | −348−13.3% | Reduced |
| Two Sigma Securities, LLC | 2,386 | $200.4K | 0.03% | +2,386 | New |
| Quantinno Capital Management LP | 2,457 | $206.0K | 0.02% | +2,457 | New |
| Brinker Capital Investments, LLC | 2,454 | $206.1K | 0.00% | −1,174−32.4% | Reduced |
| Centiva Capital, LP | 2,500 | $209.9K | 0.02% | −100−3.8% | Reduced |
| American Trust | 2,597 | $218.1K | 0.02% | −77−2.9% | Reduced |
| Pathstone Family Office, LLC | 1,603 | $218.3K | 0.00% | +1,603 | New |
| Atria Wealth Solutions, Inc. | 2,652 | $222.7K | 0.00% | −442−14.3% | Reduced |
| Vise Technologies, Inc. | 2,656 | $223.0K | 0.07% | +2,656 | New |
| Wealth Alliance | 2,671 | $224.3K | 0.04% | +2,671 | New |
| HSBC Holdings PLC | 2,703 | $227.0K | 0.00% | −7,197−72.7% | Reduced |
| Xponance, Inc. | 2,724 | $228.7K | 0.00% | +50+1.9% | Added |
| Group One Trading, L.P. | 2,777 | $233.2K | 0.01% | +2,777 | New |
| Creative Planning | 2,881 | $241.9K | 0.00% | +2,881 | New |
| Mercer Global Advisors Inc | 2,969 | $249.0K | 0.00% | +28+1.0% | Added |
| JustInvest LLC | 2,985 | $250.7K | 0.01% | +2,985 | New |
| Metropolitan Life Insurance Co | 3,019 | $253.5K | 0.01% | +144+5.0% | Added |
| Baron Wealth Management LLC | 3,072 | $258.0K | 0.20% | +3,072 | New |
| Wolverine Trading, LLC | 3,166 | $266.0K | 0.00% | +3,166 | New |
| Stephenson National Bank & Trust | 3,386 | $284.0K | 0.18% | −9−0.3% | Reduced |
| Baird Financial Group, Inc. | 3,570 | $299.0K | 0.00% | +675+23.3% | Added |
| FDx Advisors, Inc. | 3,572 | $300.0K | 0.01% | −520−12.7% | Reduced |
| Hardy Reed LLC | 3,588 | $301.3K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,619 | $303.9K | 0.03% | 00.0% | Unchanged |
| Calamos Advisors LLC | 3,755 | $315.3K | 0.00% | +3,755 | New |
| Gilbert & Cook, Inc. | 3,800 | $319.1K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,948 | $331.5K | 0.05% | +2,021+104.9% | Added |
| STRS Ohio | 4,100 | $344.0K | 0.00% | +1,300+46.4% | Added |
| We Are One Seven, LLC | 4,108 | $344.9K | 0.03% | −202−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,738 | $346.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 4,164 | $349.7K | 0.00% | −316−7.1% | Reduced |
| Mackenzie Financial Corp | 4,173 | $350.4K | 0.00% | −157−3.6% | Reduced |
| Foster Group, Inc. | 4,229 | $355.1K | 0.03% | +41+1.0% | Added |
| Crossmark Global Holdings, Inc. | 4,437 | $373.0K | 0.01% | +442+11.1% | Added |