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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4,456 | $374.0K | 0.01% | +365+8.9% | Added |
| Sage Rhino Capital LLC | 4,520 | $379.5K | 0.12% | +16+0.4% | Added |
| DC Investments Management, LLC | 4,559 | $382.8K | 0.48% | +4,559 | New |
| Tradition Wealth Management, LLC | 4,764 | $400.0K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 4,799 | $403.0K | 0.00% | +183+4.0% | Added |
| First Hawaiian Bank | 4,855 | $408.0K | 0.01% | −6−0.1% | Reduced |
| Transatlantique Private Wealth LLC | 4,884 | $409.3K | 0.24% | +900+22.6% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $420.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,070 | $426.0K | 0.00% | −1,479−22.6% | Reduced |
| Commerce Bank | 5,075 | $426.1K | 0.00% | +5,075 | New |
| RIA Advisory Group LLC | 5,086 | $427.1K | 0.25% | +5,086 | New |
| Victory Capital Management Inc | 5,224 | $438.7K | 0.00% | −3−0.1% | Reduced |
| Pictet Asset Management SA | 5,478 | $460.0K | 0.00% | +2,623+91.9% | Added |
| Principal Financial Group Inc | 5,726 | $480.8K | 0.00% | −1,194−17.3% | Reduced |
| Woodline Partners LP | 5,922 | $497.3K | 0.01% | −3,104−34.4% | Reduced |
| Stonnington Group, LLC | 6,000 | $517.0K | 0.14% | +6,000 | New |
| Vestmark Advisory Solutions, Inc. | 6,185 | $519.4K | 0.03% | −451−6.8% | Reduced |
| First Republic Investment Management, Inc. | 6,421 | $539.2K | 0.00% | −33−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 6,465 | $541.3K | 0.07% | −2,103−24.5% | Reduced |
| Icon Wealth Advisors, LLC | 6,494 | $545.3K | 0.06% | −506−7.2% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $579.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 6,898 | $579.0K | 0.24% | +6,898 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,027 | $590.1K | 0.00% | +996+16.5% | Added |
| CWM, LLC | 7,219 | $606.0K | 0.00% | +125+1.8% | Added |
| Advisors Asset Management, Inc. | 7,583 | $636.7K | 0.01% | −4,231−35.8% | Reduced |
| Virginia Retirement Systems Et Al | 7,700 | $646.6K | 0.01% | +1,400+22.2% | Added |
| ProShare Advisors LLC | 7,702 | $646.7K | 0.00% | +639+9.0% | Added |
| Commonwealth Equity Services, LLC | 7,757 | $651.0K | 0.00% | −803−9.4% | Reduced |
| Amalgamated Bank | 7,842 | $658.0K | 0.01% | +127+1.6% | Added |
| Harvest Management LLC | 7,850 | $659.2K | 0.76% | −150−1.9% | Reduced |
| SG Americas Securities, LLC | 7,934 | $666.0K | 0.01% | +3,155+66.0% | Added |
| Park Avenue Securities LLC | 8,093 | $680.0K | 0.01% | −205−2.5% | Reduced |
| Prudential Financial Inc | 8,215 | $689.8K | 0.00% | −2,004−19.6% | Reduced |
| Affinity Investment Advisors, LLC | 8,329 | $699.4K | 0.32% | +67+0.8% | Added |
| Legacy Bridge, LLC | 8,454 | $709.9K | 0.50% | 00.0% | Unchanged |
| Diversified Trust Co | 8,952 | $752.0K | 0.03% | −5,004−35.9% | Reduced |
| Janus Henderson Group PLC | 9,100 | $764.8K | 0.00% | +9,100 | New |
| MML Investors Services, LLC | 9,719 | $816.0K | 0.01% | −608−5.9% | Reduced |
| Glenmede Trust Co NA | 9,739 | $817.8K | 0.00% | −2,119−17.9% | Reduced |
| Talbot Financial, LLC | 10,500 | $881.7K | 0.18% | +10,500 | New |
| Bell Bank | 11,593 | $973.5K | 0.11% | −149−1.3% | Reduced |
| Moody National Bank Trust Division | 12,754 | $1.07M | 0.09% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,989 | $1.09M | 0.01% | +549+4.4% | Added |
| Financial Counselors Inc | 13,064 | $1.10M | 0.02% | +64+0.5% | Added |
| Susquehanna International Group, LLP | 13,350 | $1.12M | 0.00% | −2,511−15.8% | Reduced |
| Wells Fargo & Company | 13,856 | $1.16M | 0.00% | −2,900−17.3% | Reduced |
| State Board of Administration of Florida Retirement System | 15,260 | $1.28M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,453 | $1.30M | 0.01% | −1,538−9.1% | Reduced |
| Ensign Peak Advisors, Inc | 15,830 | $1.33M | 0.00% | +3,450+27.9% | Added |
| Captrust Financial Advisors | 16,241 | $1.36M | 0.01% | +4,037+33.1% | Added |
| The PNC Financial Services Group, Inc. | 16,428 | $1.38M | 0.00% | −596−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 16,545 | $1.39M | 0.00% | −838−4.8% | Reduced |
| Azzad Asset Management Inc | 18,090 | $1.52M | 0.24% | +3,815+26.7% | Added |
| Cetera Advisor Networks LLC | 18,658 | $1.57M | 0.01% | +18,658 | New |
| Advisory Research Inc | 18,666 | $1.57M | 0.15% | +16,092+625.2% | Added |
| Janney Montgomery Scott LLC | 18,669 | $1.57M | 0.01% | −1,246−6.3% | Reduced |
| Citigroup Inc | 18,930 | $1.59M | 0.00% | −9,428−33.2% | Reduced |
| Manufacturers Life Insurance Company, The | 19,122 | $1.61M | 0.00% | +146+0.8% | Added |
| Mariner, LLC | 19,556 | $1.64M | 0.01% | +2,117+12.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 19,677 | $1.65M | 0.05% | −323−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 19,677 | $1.65M | 0.00% | −10,006−33.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 20,923 | $1.76M | 0.18% | −242−1.1% | Reduced |
| Kopp Family Office, LLC | 21,689 | $1.82M | 1.10% | +21,689 | New |
| American International Group, Inc. | 22,555 | $1.89M | 0.01% | −82−0.4% | Reduced |
| Vontobel Holding Ltd. | 23,515 | $1.97M | 0.02% | +12,696+117.3% | Added |
| MetLife Investment Management | 24,988 | $2.10M | 0.02% | −779−3.0% | Reduced |
| Banque Pictet & Cie SA | 25,000 | $2.10M | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 25,252 | $2.12M | 0.21% | +215+0.9% | Added |
| Next Century Growth Investors LLC | 25,803 | $2.17M | 0.26% | +25,803 | New |
| Barclays PLC | 27,677 | $2.32M | 0.00% | +4,227+18.0% | Added |
| US Bancorp | 28,332 | $2.38M | 0.00% | −5,481−16.2% | Reduced |
| Liontrust Investment Partners LLP | 30,000 | $2.52M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 30,161 | $2.53M | 0.01% | −3,168−9.5% | Reduced |
| Balyasny Asset Management LLC | 32,576 | $2.74M | 0.01% | +28,237+650.8% | Added |
| HighTower Advisors, LLC | 32,865 | $2.77M | 0.01% | −2,785−7.8% | Reduced |
| Jane Street Group, LLC | 34,369 | $2.89M | 0.01% | +31,571+1,128.3% | Added |
| Adage Capital Partners GP, L.L.C. | 35,000 | $2.94M | 0.01% | +35,000 | New |
| Millennium Management LLC | 35,403 | $2.97M | 0.00% | −532−1.5% | Reduced |
| Raymond James & Associates | 35,825 | $3.01M | 0.00% | −1,991−5.3% | Reduced |
| Alamar Capital Management, LLC | 36,028 | $3.03M | 3.10% | −1,022−2.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 36,417 | $3.06M | 1.11% | −4,290−10.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,425 | $3.06M | 0.02% | +1,493+4.3% | Added |
| Man Group plc | 37,131 | $3.12M | 0.01% | −9,847−21.0% | Reduced |
| Legal & General Group Plc | 41,416 | $3.48M | 0.00% | +2,116+5.4% | Added |
| TD Asset Management Inc | 43,100 | $3.62M | 0.00% | +4,840+12.7% | Added |
| Resources Investment Advisors, LLC. | 43,915 | $3.69M | 0.11% | −120.0% | Reduced |
| Moody Aldrich Partners LLC | 44,821 | $3.76M | 0.76% | −19,194−30.0% | Reduced |
| Stifel Financial Corp | 45,678 | $3.84M | 0.01% | −5,837−11.3% | Reduced |
| UBS Asset Management Americas Inc | 46,542 | $3.91M | 0.00% | +1,940+4.3% | Added |
| George Kaiser Family Foundation | 52,721 | $4.43M | 0.66% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 56,158 | $4.72M | 0.26% | −284−0.5% | Reduced |
| Alliancebernstein L.P. | 57,505 | $4.83M | 0.00% | +5,933+11.5% | Added |
| King Luther Capital Management Corp | 58,772 | $4.94M | 0.03% | +511+0.9% | Added |
| California State Teachers Retirement System | 59,088 | $4.96M | 0.01% | +869+1.5% | Added |
| Orser Capital Management, LLC | 60,887 | $5.11M | 7.40% | −630−1.0% | Reduced |
| Rhumbline Advisers | 66,731 | $5.60M | 0.01% | +5,857+9.6% | Added |
| State of Wisconsin Investment Board | 69,038 | $5.80M | 0.02% | +9,604+16.2% | Added |
| Vista Equity Partners Management, LLC | 70,432 | $5.91M | 0.09% | +70,432 | New |
| Bessemer Group Inc | 70,703 | $5.94M | 0.01% | +5,228+8.0% | Added |
| EULAV Asset Management | 76,400 | $6.42M | 0.28% | 00.0% | Unchanged |