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 |
|---|---|---|---|---|---|
| Comerica Bank | 77,699 | $6.82M | 0.05% | +4,287+5.8% | Added |
| Great West Life Assurance Co | 82,242 | $6.92M | 0.02% | +4,097+5.2% | Added |
| Oppenheimer Asset Management Inc. | 92,048 | $7.73M | 0.12% | −4,145−4.3% | Reduced |
| Russell Investments Group, Ltd. | 92,893 | $7.80M | 0.02% | −15,522−14.3% | Reduced |
| G2 Investment Partners Management LLC | 94,000 | $7.89M | 2.34% | −4,910−5.0% | Reduced |
| California Public Employees Retirement System | 94,466 | $7.93M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 97,628 | $8.20M | 0.01% | +57,349+142.4% | Added |
| Boston Private Wealth LLC | 100,885 | $8.47M | 0.11% | −335−0.3% | Reduced |
| Voya Investment Management LLC | 108,571 | $9.12M | 0.01% | +27,669+34.2% | Added |
| Advantage Alpha Capital Partners LP | 108,851 | $9.14M | 1.94% | −26,773−19.7% | Reduced |
| Federated Hermes, Inc. | 110,683 | $9.29M | 0.03% | +110,683 | New |
| Swiss National Bank | 111,121 | $9.33M | 0.01% | +2,600+2.4% | Added |
| Royal Bank of Canada | 118,845 | $9.98M | 0.00% | +3,551+3.1% | Added |
| AXA S.A. | 121,134 | $10.2M | 0.04% | +1,403+1.2% | Added |
| Contour Asset Management LLC | 139,532 | $11.7M | 0.72% | +139,532 | New |
| Segall Bryant & Hamill, LLC | 139,656 | $11.7M | 0.13% | +8,671+6.6% | Added |
| Frontier Capital Management Co LLC | 142,013 | $11.9M | 0.13% | −346−0.2% | Reduced |
| SEI Investments Co | 147,212 | $12.4M | 0.03% | −66,720−31.2% | Reduced |
| Credit Suisse AG | 151,195 | $12.7M | 0.01% | +4,275+2.9% | Added |
| Two Sigma Advisers, LP | 153,500 | $12.9M | 0.04% | −66,200−30.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 154,734 | $13.0M | 0.02% | −270,815−63.6% | Reduced |
| Impax Asset Management Group plc | 158,586 | $13.3M | 0.06% | +44,272+38.7% | Added |
| Deutsche Bank AG | 170,634 | $14.3M | 0.01% | +56,594+49.6% | Added |
| Nordea Investment Management AB | 175,939 | $14.5M | 0.02% | −5,621−3.1% | Reduced |
| Goldman Sachs Group Inc | 178,986 | $15.0M | 0.00% | +37,964+26.9% | Added |
| William Blair Investment Management, LLC | 185,526 | $15.6M | 0.06% | +2,185+1.2% | Added |
| Redwood Investments, LLC | 186,996 | $15.7M | 2.10% | −3,064−1.6% | Reduced |
| Envestnet Asset Management Inc | 197,437 | $16.6M | 0.01% | −4,115−2.0% | Reduced |
| Morgan Stanley | 230,738 | $19.4M | 0.00% | +108,232+88.3% | Added |
| Natixis Advisors, L.P. | 233,870 | $19.6M | 0.07% | +34,033+17.0% | Added |
| Wellington Management Group LLP | 234,537 | $19.7M | 0.00% | −11,034−4.5% | Reduced |
| UBS Group AG | 268,248 | $22.5M | 0.01% | −3,491−1.3% | Reduced |
| Silvercrest Asset Management Group LLC | 268,986 | $22.6M | 0.17% | −12,301−4.4% | Reduced |
| Brown Capital Management LLC | 272,402 | $22.9M | 0.38% | +272,402 | New |
| New York State Common Retirement Fund | 280,863 | $23.6M | 0.03% | +67,918+31.9% | Added |
| D. E. Shaw & Co., Inc. | 313,445 | $26.3M | 0.04% | −81,982−20.7% | Reduced |
| Bank of America Corp | 315,218 | $26.5M | 0.00% | +31,201+11.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 343,175 | $28.8M | 0.07% | −61,729−15.2% | Reduced |
| Kames Capital plc | 352,150 | $29.6M | 0.53% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 364,817 | $30.6M | 0.01% | −50,068−12.1% | Reduced |
| Charles Schwab Investment Management Inc | 370,760 | $31.1M | 0.01% | +6,957+1.9% | Added |
| Ranger Investment Management, L.P. | 371,706 | $31.2M | 2.32% | +11,185+3.1% | Added |
| Nuveen Asset Management, LLC | 380,238 | $31.9M | 0.01% | +49,378+14.9% | Added |
| Norges Bank | 420,951 | $35.3M | 0.01% | −35,826−7.8% | Reduced |
| TimesSquare Capital Management, LLC | 478,673 | $40.2M | 0.57% | −68,620−12.5% | Reduced |
| Granahan Investment Management Inc | 568,008 | $47.7M | 1.46% | −25,874−4.4% | Reduced |
| Northern Trust Corp | 572,602 | $48.1M | 0.01% | +2560.0% | Added |
| Renaissance Technologies LLC | 596,000 | $50.0M | 0.07% | −84,900−12.5% | Reduced |
| Standard Life Aberdeen plc | 637,760 | $53.6M | 0.15% | +169,057+36.1% | Added |
| First Trust Advisors LP | 710,695 | $59.7M | 0.07% | −262,835−27.0% | Reduced |
| Price T Rowe Associates Inc | 712,100 | $59.8M | 0.01% | −182,620−20.4% | Reduced |
| Clearbridge Investments, LLC | 721,401 | $60.6M | 0.06% | −3,253−0.4% | Reduced |
| Invesco Ltd. | 729,950 | $61.3M | 0.02% | +1,964+0.3% | Added |
| DF Dent & Co Inc | 788,453 | $66.2M | 0.99% | −15,979−2.0% | Reduced |
| Thrivent Financial for Lutherans | 803,483 | $67.5M | 0.17% | +25,518+3.3% | Added |
| JPMorgan Chase & Co | 825,079 | $69.3M | 0.01% | +243,024+41.8% | Added |
| Geode Capital Management, LLC | 828,833 | $69.6M | 0.01% | +29,452+3.7% | Added |
| Mairs & Power Inc | 852,020 | $71.5M | 0.86% | +55,278+6.9% | Added |
| Conestoga Capital Advisors, LLC | 919,891 | $77.2M | 1.45% | +63,220+7.4% | Added |
| State Street Corp | 979,917 | $82.3M | 0.00% | +10,489+1.1% | Added |
| Praesidium Investment Management Company, LLC | 1,044,476 | $87.7M | 8.91% | −99,410−8.7% | Reduced |
| Macquarie Group Ltd | 1,098,994 | $92.3M | 0.11% | +32,923+3.1% | Added |
| Artisan Partners Limited Partnership | 1,254,298 | $105.3M | 0.19% | −56,203−4.3% | Reduced |
| FMR LLC | 1,408,366 | $118.3M | 0.01% | +501,477+55.3% | Added |
| Champlain Investment Partners, LLC | 1,522,935 | $127.9M | 0.82% | −46,545−3.0% | Reduced |
| Ameriprise Financial Inc | 1,541,347 | $129.4M | 0.04% | +75,869+5.2% | Added |
| Brown Advisory Inc | 1,705,027 | $143.2M | 0.27% | +46,112+2.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,985,617 | $166.7M | 0.13% | +227,006+12.9% | Added |
| Riverbridge Partners LLC | 2,178,057 | $182.9M | 2.75% | −59,188−2.6% | Reduced |
| BlackRock Inc. | 3,471,554 | $291.5M | 0.01% | −100,986−2.8% | Reduced |
| Vanguard Group Inc | 4,583,549 | $384.9M | 0.01% | +255,497+5.9% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −87,080−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −69,654−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −37,902−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −31,388−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −28,388−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,651−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,297−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,057−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −17,496−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −17,437−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −13,417−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,013−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −8,013−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,445−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,361−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −4,888−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |