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, Q1 2023
Institutional positions in Workiva Inc as of Mar 31, 2023. 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
- 311
- +46 vs. Q4 2022
- Shares held
- 45.0M
- +457.8K (+1.0%) vs. Q4 2022
- Total value
- $4.61B
- +$870.5M (+23.3%) vs. Q4 2022
- New holders
- 62
- 100 more added
- Sold out
- 16
- 105 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,669,980 | $478.3M | 0.01% | +86,431+1.9% | Added |
| BlackRock Inc. | 3,443,175 | $352.6M | 0.01% | −28,379−0.8% | Reduced |
| Riverbridge Partners LLC | 2,010,974 | $205.9M | 2.89% | −167,083−7.7% | Reduced |
| FMR LLC | 1,747,793 | $179.0M | 0.02% | +339,427+24.1% | Added |
| T. Rowe Price Investment Management, Inc. | 1,665,361 | $170.6M | 0.12% | −320,256−16.1% | Reduced |
| Ameriprise Financial Inc | 1,552,388 | $159.0M | 0.05% | +11,041+0.7% | Added |
| Champlain Investment Partners, LLC | 1,410,690 | $144.5M | 0.91% | −112,245−7.4% | Reduced |
| Brown Advisory Inc | 1,348,905 | $138.1M | 0.23% | −356,122−20.9% | Reduced |
| Macquarie Group Ltd | 1,262,932 | $129.3M | 0.15% | +163,938+14.9% | Added |
| Artisan Partners Limited Partnership | 1,194,256 | $122.3M | 0.20% | −60,042−4.8% | Reduced |
| State Street Corp | 1,026,506 | $105.1M | 0.01% | +46,589+4.8% | Added |
| Conestoga Capital Advisors, LLC | 927,275 | $95.0M | 1.59% | +7,384+0.8% | Added |
| JPMorgan Chase & Co | 871,368 | $89.2M | 0.01% | +46,289+5.6% | Added |
| Thrivent Financial for Lutherans | 870,321 | $89.1M | 0.22% | +66,838+8.3% | Added |
| Geode Capital Management, LLC | 864,656 | $88.5M | 0.01% | +35,823+4.3% | Added |
| Mairs & Power Inc | 849,391 | $87.0M | 1.00% | −2,629−0.3% | Reduced |
| Price T Rowe Associates Inc | 840,187 | $86.0M | 0.01% | +128,087+18.0% | Added |
| Invesco Ltd. | 730,597 | $74.8M | 0.02% | +647+0.1% | Added |
| Brown Capital Management LLC | 690,246 | $70.7M | 1.06% | +417,844+153.4% | Added |
| DF Dent & Co Inc | 684,719 | $70.1M | 0.99% | −103,734−13.2% | Reduced |
| Praesidium Investment Management Company, LLC | 649,003 | $66.5M | 6.01% | −395,473−37.9% | Reduced |
| First Trust Advisors LP | 630,624 | $64.6M | 0.07% | −80,071−11.3% | Reduced |
| Renaissance Technologies LLC | 611,100 | $62.6M | 0.08% | +15,100+2.5% | Added |
| Standard Life Aberdeen plc | 589,929 | $60.4M | 0.15% | −47,831−7.5% | Reduced |
| Northern Trust Corp | 562,531 | $57.6M | 0.01% | −10,071−1.8% | Reduced |
| Granahan Investment Management Inc | 479,269 | $49.1M | 1.49% | −88,739−15.6% | Reduced |
| Clearbridge Investments, LLC | 461,536 | $47.3M | 0.05% | −259,865−36.0% | Reduced |
| Norges Bank | 458,983 | $47.0M | 0.01% | +38,032+9.0% | Added |
| Ranger Investment Management, L.P. | 394,881 | $40.4M | 2.71% | +23,175+6.2% | Added |
| Nuveen Asset Management, LLC | 380,896 | $39.0M | 0.01% | +658+0.2% | Added |
| Charles Schwab Investment Management Inc | 371,661 | $38.1M | 0.01% | +901+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 347,505 | $35.6M | 0.08% | +4,330+1.3% | Added |
| Sculptor Capital LP | 340,300 | $34.9M | 0.87% | +340,300 | New |
| Bank of New York Mellon Corp | 331,588 | $34.0M | 0.01% | −33,229−9.1% | Reduced |
| William Blair Investment Management, LLC | 331,061 | $33.9M | 0.12% | +145,535+78.4% | Added |
| TimesSquare Capital Management, LLC | 324,189 | $33.2M | 0.49% | −154,484−32.3% | Reduced |
| Deutsche Bank AG | 319,491 | $32.7M | 0.02% | +148,857+87.2% | Added |
| New York State Common Retirement Fund | 318,525 | $32.6M | 0.04% | +37,662+13.4% | Added |
| Kames Capital plc | 314,043 | $32.2M | 0.56% | −38,107−10.8% | Reduced |
| Bank of America Corp | 314,153 | $32.2M | 0.00% | −1,065−0.3% | Reduced |
| Woodline Partners LP | 313,920 | $32.1M | 0.45% | +307,998+5,200.9% | Added |
| UBS Group AG | 275,733 | $28.2M | 0.01% | +7,485+2.8% | Added |
| Goldman Sachs Group Inc | 271,151 | $27.8M | 0.01% | +92,165+51.5% | Added |
| D. E. Shaw & Co., Inc. | 261,252 | $26.8M | 0.04% | −52,193−16.7% | Reduced |
| Morgan Stanley | 258,949 | $26.5M | 0.00% | +28,211+12.2% | Added |
| Wellington Management Group LLP | 250,743 | $25.7M | 0.01% | +16,206+6.9% | Added |
| Silvercrest Asset Management Group LLC | 196,004 | $20.1M | 0.15% | −72,982−27.1% | Reduced |
| Envestnet Asset Management Inc | 188,567 | $19.3M | 0.01% | −8,870−4.5% | Reduced |
| Redwood Investments, LLC | 188,044 | $19.3M | 2.46% | +1,048+0.6% | Added |
| SEI Investments Co | 170,654 | $17.5M | 0.03% | +23,442+15.9% | Added |
| Natixis Advisors, L.P. | 170,450 | $17.5M | 0.06% | −63,420−27.1% | Reduced |
| Credit Suisse AG | 165,536 | $17.0M | 0.02% | +14,341+9.5% | Added |
| Two Sigma Advisers, LP | 162,500 | $16.6M | 0.04% | +9,000+5.9% | Added |
| Segall Bryant & Hamill, LLC | 141,405 | $14.5M | 0.16% | +1,749+1.3% | Added |
| Citadel Advisors LLC | 137,248 | $14.1M | 0.02% | +39,620+40.6% | Added |
| Impax Asset Management Group plc | 136,086 | $13.9M | 0.06% | −22,500−14.2% | Reduced |
| Millennium Management LLC | 131,663 | $13.5M | 0.02% | +96,260+271.9% | Added |
| AXA S.A. | 121,134 | $12.4M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 120,083 | $12.3M | 0.02% | +27,190+29.3% | Added |
| Vista Equity Partners Management, LLC | 119,859 | $12.3M | 0.16% | +49,427+70.2% | Added |
| Voya Investment Management LLC | 115,806 | $11.9M | 0.01% | +7,235+6.7% | Added |
| Tensile Capital Management LP | 115,000 | $11.8M | 1.60% | +115,000 | New |
| Federated Hermes, Inc. | 112,961 | $11.6M | 0.03% | +2,278+2.1% | Added |
| Royal Bank of Canada | 105,050 | $10.8M | 0.00% | −13,795−11.6% | Reduced |
| Nordea Investment Management AB | 106,312 | $10.7M | 0.02% | −69,627−39.6% | Reduced |
| Boston Private Wealth LLC | 100,896 | $10.3M | 0.14% | +110.0% | Added |
| Swiss National Bank | 99,821 | $10.2M | 0.01% | −11,300−10.2% | Reduced |
| Oppenheimer Asset Management Inc. | 92,643 | $9.49M | 0.15% | +595+0.6% | Added |
| G2 Investment Partners Management LLC | 87,714 | $8.98M | 2.59% | −6,286−6.7% | Reduced |
| Frontier Capital Management Co LLC | 86,603 | $8.87M | 0.09% | −55,410−39.0% | Reduced |
| California Public Employees Retirement System | 84,343 | $8.64M | 0.01% | −10,123−10.7% | Reduced |
| Two Sigma Investments, LP | 77,529 | $7.94M | 0.02% | +77,529 | New |
| EULAV Asset Management | 76,400 | $7.82M | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 73,972 | $7.58M | 0.02% | +3,269+4.6% | Added |
| Jane Street Group, LLC | 70,530 | $7.22M | 0.01% | +36,161+105.2% | Added |
| Swedbank AB | 70,000 | $7.17M | 0.01% | +70,000 | New |
| Rhumbline Advisers | 68,342 | $7.00M | 0.01% | +1,611+2.4% | Added |
| Advantage Alpha Capital Partners LP | 62,477 | $6.40M | 1.33% | −46,374−42.6% | Reduced |
| State of Wisconsin Investment Board | 61,702 | $6.32M | 0.02% | −7,336−10.6% | Reduced |
| Orser Capital Management, LLC | 61,417 | $6.29M | 7.22% | +530+0.9% | Added |
| King Luther Capital Management Corp | 60,260 | $6.17M | 0.03% | +1,488+2.5% | Added |
| Susquehanna International Group, LLP | 59,194 | $6.06M | 0.01% | +45,844+343.4% | Added |
| Great West Life Assurance Co | 58,477 | $6.00M | 0.01% | −23,765−28.9% | Reduced |
| California State Teachers Retirement System | 58,348 | $5.98M | 0.01% | −740−1.3% | Reduced |
| Ingalls & Snyder LLC | 56,676 | $5.80M | 0.30% | +518+0.9% | Added |
| Alliancebernstein L.P. | 56,618 | $5.80M | 0.00% | −887−1.5% | Reduced |
| UBS Asset Management Americas Inc | 50,980 | $5.22M | 0.00% | +4,438+9.5% | Added |
| Stifel Financial Corp | 49,403 | $5.06M | 0.01% | +3,725+8.2% | Added |
| Legal & General Group Plc | 45,190 | $4.63M | 0.00% | +3,774+9.1% | Added |
| Kopp Family Office, LLC | 44,207 | $4.53M | 2.44% | +22,518+103.8% | Added |
| Resources Investment Advisors, LLC. | 43,466 | $4.45M | 0.10% | −449−1.0% | Reduced |
| Royce & Associates LP | 42,770 | $4.38M | 0.04% | +42,770 | New |
| Allspring Global Investments Holdings, LLC | 42,196 | $4.32M | 0.01% | −112,538−72.7% | Reduced |
| BNP Paribas Arbitrage, SA | 41,104 | $4.21M | 0.01% | +21,427+108.9% | Added |
| Raymond James & Associates | 38,616 | $3.95M | 0.00% | +2,791+7.8% | Added |
| Moody Aldrich Partners LLC | 38,098 | $3.90M | 0.79% | −6,723−15.0% | Reduced |
| Barclays PLC | 37,992 | $3.89M | 0.00% | +10,315+37.3% | Added |
| TD Asset Management Inc | 37,500 | $3.84M | 0.00% | −5,600−13.0% | Reduced |
| Alamar Capital Management, LLC | 35,994 | $3.69M | 3.07% | −34−0.1% | Reduced |
| George Kaiser Family Foundation | 34,464 | $3.53M | 0.57% | −18,257−34.6% | Reduced |