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 |
|---|---|---|---|---|---|
| US Bancorp | 28,332 | $2.38M | 0.00% | −5,481−16.2% | Reduced |
| Barclays PLC | 27,677 | $2.32M | 0.00% | +4,227+18.0% | Added |
| Next Century Growth Investors LLC | 25,803 | $2.17M | 0.26% | +25,803 | New |
| Dorsey & Whitney Trust CO LLC | 25,252 | $2.12M | 0.21% | +215+0.9% | Added |
| Banque Pictet & Cie SA | 25,000 | $2.10M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 24,988 | $2.10M | 0.02% | −779−3.0% | Reduced |
| Vontobel Holding Ltd. | 23,515 | $1.97M | 0.02% | +12,696+117.3% | Added |
| American International Group, Inc. | 22,555 | $1.89M | 0.01% | −82−0.4% | Reduced |
| Kopp Family Office, LLC | 21,689 | $1.82M | 1.10% | +21,689 | New |
| Knights of Columbus Asset Advisors LLC | 20,923 | $1.76M | 0.18% | −242−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 19,677 | $1.65M | 0.00% | −10,006−33.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 19,677 | $1.65M | 0.05% | −323−1.6% | Reduced |
| Mariner, LLC | 19,556 | $1.64M | 0.01% | +2,117+12.1% | Added |
| Manufacturers Life Insurance Company, The | 19,122 | $1.61M | 0.00% | +146+0.8% | Added |
| Citigroup Inc | 18,930 | $1.59M | 0.00% | −9,428−33.2% | Reduced |
| Janney Montgomery Scott LLC | 18,669 | $1.57M | 0.01% | −1,246−6.3% | Reduced |
| Advisory Research Inc | 18,666 | $1.57M | 0.15% | +16,092+625.2% | Added |
| Cetera Advisor Networks LLC | 18,658 | $1.57M | 0.01% | +18,658 | New |
| Azzad Asset Management Inc | 18,090 | $1.52M | 0.24% | +3,815+26.7% | Added |
| Advisor Group Holdings, Inc. | 16,545 | $1.39M | 0.00% | −838−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 16,428 | $1.38M | 0.00% | −596−3.5% | Reduced |
| Captrust Financial Advisors | 16,241 | $1.36M | 0.01% | +4,037+33.1% | Added |
| Ensign Peak Advisors, Inc | 15,830 | $1.33M | 0.00% | +3,450+27.9% | Added |
| Los Angeles Capital Management LLC | 15,453 | $1.30M | 0.01% | −1,538−9.1% | Reduced |
| State Board of Administration of Florida Retirement System | 15,260 | $1.28M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,856 | $1.16M | 0.00% | −2,900−17.3% | Reduced |
| Susquehanna International Group, LLP | 13,350 | $1.12M | 0.00% | −2,511−15.8% | Reduced |
| Financial Counselors Inc | 13,064 | $1.10M | 0.02% | +64+0.5% | Added |
| Arizona State Retirement System | 12,989 | $1.09M | 0.01% | +549+4.4% | Added |
| Moody National Bank Trust Division | 12,754 | $1.07M | 0.09% | 00.0% | Unchanged |
| Bell Bank | 11,593 | $973.5K | 0.11% | −149−1.3% | Reduced |
| Talbot Financial, LLC | 10,500 | $881.7K | 0.18% | +10,500 | New |
| Glenmede Trust Co NA | 9,739 | $817.8K | 0.00% | −2,119−17.9% | Reduced |
| MML Investors Services, LLC | 9,719 | $816.0K | 0.01% | −608−5.9% | Reduced |
| Janus Henderson Group PLC | 9,100 | $764.8K | 0.00% | +9,100 | New |
| Diversified Trust Co | 8,952 | $752.0K | 0.03% | −5,004−35.9% | Reduced |
| Legacy Bridge, LLC | 8,454 | $709.9K | 0.50% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 8,329 | $699.4K | 0.32% | +67+0.8% | Added |
| Prudential Financial Inc | 8,215 | $689.8K | 0.00% | −2,004−19.6% | Reduced |
| Park Avenue Securities LLC | 8,093 | $680.0K | 0.01% | −205−2.5% | Reduced |
| SG Americas Securities, LLC | 7,934 | $666.0K | 0.01% | +3,155+66.0% | Added |
| Harvest Management LLC | 7,850 | $659.2K | 0.76% | −150−1.9% | Reduced |
| Amalgamated Bank | 7,842 | $658.0K | 0.01% | +127+1.6% | Added |
| Commonwealth Equity Services, LLC | 7,757 | $651.0K | 0.00% | −803−9.4% | Reduced |
| ProShare Advisors LLC | 7,702 | $646.7K | 0.00% | +639+9.0% | Added |
| Virginia Retirement Systems Et Al | 7,700 | $646.6K | 0.01% | +1,400+22.2% | Added |
| Advisors Asset Management, Inc. | 7,583 | $636.7K | 0.01% | −4,231−35.8% | Reduced |
| CWM, LLC | 7,219 | $606.0K | 0.00% | +125+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,027 | $590.1K | 0.00% | +996+16.5% | Added |
| 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 |
| Icon Wealth Advisors, LLC | 6,494 | $545.3K | 0.06% | −506−7.2% | Reduced |
| Voya Financial Advisors, Inc. | 6,465 | $541.3K | 0.07% | −2,103−24.5% | Reduced |
| First Republic Investment Management, Inc. | 6,421 | $539.2K | 0.00% | −33−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,185 | $519.4K | 0.03% | −451−6.8% | Reduced |
| Stonnington Group, LLC | 6,000 | $517.0K | 0.14% | +6,000 | New |
| Woodline Partners LP | 5,922 | $497.3K | 0.01% | −3,104−34.4% | Reduced |
| Principal Financial Group Inc | 5,726 | $480.8K | 0.00% | −1,194−17.3% | Reduced |
| Pictet Asset Management SA | 5,478 | $460.0K | 0.00% | +2,623+91.9% | Added |
| Victory Capital Management Inc | 5,224 | $438.7K | 0.00% | −3−0.1% | Reduced |
| RIA Advisory Group LLC | 5,086 | $427.1K | 0.25% | +5,086 | New |
| Commerce Bank | 5,075 | $426.1K | 0.00% | +5,075 | New |
| Teacher Retirement System of Texas | 5,070 | $426.0K | 0.00% | −1,479−22.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $420.0K | 0.00% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,884 | $409.3K | 0.24% | +900+22.6% | Added |
| First Hawaiian Bank | 4,855 | $408.0K | 0.01% | −6−0.1% | Reduced |
| LPL Financial LLC | 4,799 | $403.0K | 0.00% | +183+4.0% | Added |
| Tradition Wealth Management, LLC | 4,764 | $400.0K | 0.06% | 00.0% | Unchanged |
| DC Investments Management, LLC | 4,559 | $382.8K | 0.48% | +4,559 | New |
| Sage Rhino Capital LLC | 4,520 | $379.5K | 0.12% | +16+0.4% | Added |
| Hantz Financial Services, Inc. | 4,456 | $374.0K | 0.01% | +365+8.9% | Added |
| Crossmark Global Holdings, Inc. | 4,437 | $373.0K | 0.01% | +442+11.1% | Added |
| Foster Group, Inc. | 4,229 | $355.1K | 0.03% | +41+1.0% | Added |
| Mackenzie Financial Corp | 4,173 | $350.4K | 0.00% | −157−3.6% | Reduced |
| Truist Financial Corp | 4,164 | $349.7K | 0.00% | −316−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,738 | $346.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,108 | $344.9K | 0.03% | −202−4.7% | Reduced |
| STRS Ohio | 4,100 | $344.0K | 0.00% | +1,300+46.4% | Added |
| Heritage Wealth Management, LLC | 3,948 | $331.5K | 0.05% | +2,021+104.9% | Added |
| Gilbert & Cook, Inc. | 3,800 | $319.1K | 0.06% | 00.0% | Unchanged |
| Calamos Advisors LLC | 3,755 | $315.3K | 0.00% | +3,755 | New |
| Sonora Investment Management Group, LLC | 3,619 | $303.9K | 0.03% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,588 | $301.3K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,572 | $300.0K | 0.01% | −520−12.7% | Reduced |
| Baird Financial Group, Inc. | 3,570 | $299.0K | 0.00% | +675+23.3% | Added |
| Stephenson National Bank & Trust | 3,386 | $284.0K | 0.18% | −9−0.3% | Reduced |
| Wolverine Trading, LLC | 3,166 | $266.0K | 0.00% | +3,166 | New |
| Baron Wealth Management LLC | 3,072 | $258.0K | 0.20% | +3,072 | New |
| Metropolitan Life Insurance Co | 3,019 | $253.5K | 0.01% | +144+5.0% | Added |
| JustInvest LLC | 2,985 | $250.7K | 0.01% | +2,985 | New |
| Mercer Global Advisors Inc | 2,969 | $249.0K | 0.00% | +28+1.0% | Added |
| Creative Planning | 2,881 | $241.9K | 0.00% | +2,881 | New |
| Group One Trading, L.P. | 2,777 | $233.2K | 0.01% | +2,777 | New |
| Xponance, Inc. | 2,724 | $228.7K | 0.00% | +50+1.9% | Added |
| HSBC Holdings PLC | 2,703 | $227.0K | 0.00% | −7,197−72.7% | Reduced |
| Wealth Alliance | 2,671 | $224.3K | 0.04% | +2,671 | New |
| Vise Technologies, Inc. | 2,656 | $223.0K | 0.07% | +2,656 | New |
| Atria Wealth Solutions, Inc. | 2,652 | $222.7K | 0.00% | −442−14.3% | Reduced |
| Pathstone Family Office, LLC | 1,603 | $218.3K | 0.00% | +1,603 | New |
| American Trust | 2,597 | $218.1K | 0.02% | −77−2.9% | Reduced |