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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 2,500 | $209.9K | 0.02% | −100−3.8% | Reduced |
| Brinker Capital Investments, LLC | 2,454 | $206.1K | 0.00% | −1,174−32.4% | Reduced |
| Quantinno Capital Management LP | 2,457 | $206.0K | 0.02% | +2,457 | New |
| Two Sigma Securities, LLC | 2,386 | $200.4K | 0.03% | +2,386 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,259 | $186.3K | 0.00% | −348−13.3% | Reduced |
| Parkside Financial Bank & Trust | 1,973 | $165.7K | 0.05% | +3+0.2% | Added |
| Fifth Third Bancorp | 1,741 | $146.2K | 0.00% | −102−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,664 | $140.0K | 0.00% | −7−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 1,596 | $134.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,528 | $128.0K | 0.01% | −28−1.8% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $109.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,275 | $107.0K | 0.07% | −100−7.3% | Reduced |
| Signaturefd, LLC | 1,037 | $87.1K | 0.00% | +126+13.8% | Added |
| Benjamin Edwards Inc | 956 | $80.0K | 0.02% | +160+20.1% | Added |
| Park Place Capital Corp | 934 | $78.0K | 0.02% | +934 | New |
| Harbor Investment Advisory, LLC | 858 | $72.0K | 0.01% | −10−1.2% | Reduced |
| State of Wyoming | 715 | $60.0K | 0.02% | −1,245−63.5% | Reduced |
| First Horizon Advisors, Inc. | 665 | $55.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 601 | $50.5K | 0.01% | +14+2.4% | Added |
| Abound Wealth Management | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 423 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 396 | $34.2K | 0.01% | +396 | New |
| Cullen/Frost Bankers, Inc. | 364 | $30.6K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 362 | $30.0K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 339 | $28.5K | 0.00% | +339 | New |
| Proequities, Inc. | 323 | $27.1K | 0.00% | −68−17.4% | Reduced |
| GWM Advisors LLC | 2,867 | $26.7K | 0.00% | +2,867 | New |
| Migdal Insurance & Financial Holdings Ltd. | 247 | $21.0K | 0.00% | −9−3.5% | Reduced |
| Parallel Advisors, LLC | 236 | $19.8K | 0.00% | +103+77.4% | Added |
| Quadrant Capital Group LLC | 209 | $17.6K | 0.00% | +67+47.2% | Added |
| Advisory Services Network, LLC | 203 | $17.0K | 0.00% | +203 | New |
| Huntington National Bank | 179 | $15.0K | 0.00% | +4+2.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 169 | $14.0K | 0.00% | +169 | New |
| Belpointe Asset Management LLC | 148 | $12.4K | 0.00% | +148 | New |
| Zions Bancorporation, N.A. | 147 | $12.3K | 0.00% | +147 | New |
| Franklin Resources Inc | 146 | $12.3K | 0.00% | −5,336−97.3% | Reduced |
| Arcadia Investment Management Corp | 127 | $10.7K | 0.00% | +127 | New |
| Leonteq Securities AG | 124 | $10.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 108 | $9.07K | 0.00% | +37+52.1% | Added |
| Colonial Trust Co | 108 | $9.04K | 0.00% | +108 | New |
| Steward Partners Investment Advisory, LLC | 100 | $8.40K | 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 |
| Washington Trust Advisors, Inc. | 78 | $6.55K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 10,047 | $5.00K | 0.00% | +10,047 | New |
| Massmutual Trust Co FSB | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 54 | $4.53K | 0.00% | +10+22.7% | Added |
| 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 |
| 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 |
| AdvisorNet Financial, Inc | 47 | $3.95K | 0.00% | −13−21.7% | Reduced |
| Manchester Capital Management LLC | 42 | $3.53K | 0.00% | +10+31.3% | Added |
| Ronald Blue Trust, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| MCF Advisors LLC | 33 | $2.77K | 0.00% | +33 | New |
| Northwestern Mutual Wealth Management Co | 31 | $2.60K | 0.00% | +26+520.0% | Added |
| Allworth Financial LP | 20 | $1.68K | 0.00% | +2+11.1% | Added |
| Hexagon Capital Partners LLC | 20 | $1.68K | 0.00% | +20 | New |
| Glass Jacobson Investment Advisors llc | 14 | $1.18K | 0.00% | +14 | New |
| Elequin Capital LP | 13 | $1.09K | 0.00% | −1−7.1% | Reduced |
| 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 |
| Baker Avenue Asset Management, LP | 11 | $924 | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 10 | $840 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 4 | $336 | 0.00% | +4 | New |
| Glassman Wealth Services | 3 | $252 | 0.00% | +3 | New |
| 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 |