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Livermore
ZHEN

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.

Q1 2023 vs. Q4 2022

How the institutions holding Workiva Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of WK: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2716311+46
Shares44.6M95.4K45.0M+457.8K (+1.0%)
Value$3.75B$8.32M$4.61B+$870.5M (+23.3%)

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Workiva Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to WK in Q1 2023
InstitutionSharesValue% of portfolio
Sculptor Capital LP340,300$34.9M0.87%
Tensile Capital Management LP115,000$11.8M1.60%
Two Sigma Investments, LP77,529$7.94M0.02%
Swedbank AB70,000$7.17M0.01%
Royce & Associates LP42,770$4.38M0.04%
Numerai GP LLC28,447$2.91M0.97%
Jacobs Levy Equity Management, Inc25,138$2.57M0.02%
MYDA Advisors LLC18,000$1.84M0.78%
ExodusPoint Capital Management, LP17,835$1.83M0.02%
Jefferies Financial Group Inc.16,970$1.74M0.04%
Candriam Luxembourg S.C.A.18,305$1.73M0.01%
Schonfeld Strategic Advisors LLC14,373$1.47M0.01%
Y-Intercept (Hong Kong) Ltd13,045$1.34M0.16%
Alps Advisors Inc11,550$1.18M0.01%
Empower Advisory Group, LLC8,671$874.6K0.00%
Squarepoint Ops LLC8,423$862.6K0.01%
Brookfield Asset Management Inc.8,389$859.1K0.00%
Icon Wealth Partners, LLC8,161$835.8K0.09%
Vancity Investment Management Ltd7,999$819.0K0.11%
Inceptionr LLC7,540$772.2K0.25%
Ergoteles LLC7,105$727.6K0.03%
Virtu Financial LLC7,032$720.0K0.08%
Prime Capital Investment Advisors, LLC7,000$716.9K0.03%
Bank of Montreal6,565$680.1K0.00%
CM Wealth Advisors LLC5,356$503.0K0.10%
New York Life Investment Management LLC4,765$488.0K0.01%
AtonRa Partners4,545$465.5K0.68%
Walleye Capital LLC4,370$447.5K0.01%
Mount Yale Investment Advisors, LLC3,372$345.3K0.04%
Aquatic Capital Management LLC2,900$297.0K0.02%
Neuberger Berman Group LLC2,890$296.0K0.00%
Blair William & Co2,670$273.4K0.00%
Petrus Trust Company, LTA2,602$266.5K0.03%
Axq Capital, LP2,600$266.3K0.11%
Versor Investments LP2,541$260.2K0.03%
Gotham Asset Management, LLC2,503$256.3K0.01%
Engineers Gate Manager LP2,361$241.8K0.01%
Wedbush Securities Inc2,341$240.0K0.01%
American Century Companies Inc2,306$230.5K0.00%
O'Shaughnessy Asset Management, LLC2,247$230.1K0.00%
Verdence Capital Advisors LLC2,182$223.5K0.03%
Orion Portfolio Solutions, LLC2,069$211.9K0.00%
Mission Wealth Management, LP2,000$204.8K0.01%
Beacon Pointe Advisors, LLC2,000$204.8K0.00%
Paladin Advisory Group, LLC1,857$190.2K0.16%
Hills Bank & Trust Co1,185$121.4K0.02%
HighMark Wealth Management LLC1,159$118.7K0.09%
GPS Wealth Strategies Group, LLC900$92.2K0.02%
Altshuler Shaham Ltd333$34.1K0.00%
Quantbot Technologies LP200$20.5K0.00%
International Assets Investment Management, LLC146$15.0K0.00%
Venturi Wealth Management, LLC143$14.6K0.00%
Sunbelt Securities, Inc.90$8.99K0.00%
Ameritas Advisory Services, LLC50$4.85K0.00%
Fisher Asset Management, LLC25$2.56K0.00%
Bogart Wealth, LLC14$1.43K0.00%
JFS Wealth Advisors, LLC6$6150.00%
Schubert & Co6$6150.00%
SJS Investment Consulting Inc.3$3080.00%
Disciplined Investments, LLC2$2050.00%
Steward Financial Group LLC7$00.00%
World Equity Group, Inc.9,162––

Sold out (16)

Institutions that held Workiva Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of WK in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Contour Asset Management LLC139,532$11.7M
Adage Capital Partners GP, L.L.C.35,000$2.94M
Liontrust Investment Partners LLP30,000$2.52M
Banque Pictet & Cie SA25,000$2.10M
Park Avenue Securities LLC8,093$680.0K
Wolverine Trading, LLC3,166$266.0K
Group One Trading, L.P.2,777$233.2K
Vise Technologies, Inc.2,656$223.0K
Pathstone Family Office, LLC1,603$218.3K
American Trust2,597$218.1K
Zions Bancorporation, N.A.147$12.3K
Lazard Asset Management LLC100$8.00K
Zacks Investment Management10,047$5.00K
Farther Finance Advisors, LLC52$4.37K
Ronald Blue Trust, Inc.34$3.00K
Elequin Capital LP13$1.09K

Not filed for Q1 2023 yet (6)

Institutions that held Workiva Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank77,699$6.82M
Alpha Paradigm Partners, LLC6,898$579.0K
Icon Wealth Advisors, LLC6,494$545.3K
Heritage Wealth Management, LLC3,948$331.5K
Cornerstone Planning Group LLC396$34.2K
Glass Jacobson Investment Advisors llc14$1.18K