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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 2 | $205 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 3 | $307 | 0.00% | −17−85.0% | Reduced |
| Glassman Wealth Services | 3 | $307 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $308 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 4 | $350 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $367 | 0.00% | −14−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $615 | 0.00% | +6 | New |
| Schubert & Co | 6 | $615 | 0.00% | +6 | New |
| Baystate Wealth Management LLC | 9 | $922 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.43K | 0.00% | +14 | New |
| Northwestern Mutual Wealth Management Co | 17 | $1.74K | 0.00% | −14−45.2% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $2.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 24 | $2.46K | 0.00% | +14+140.0% | Added |
| Fisher Asset Management, LLC | 25 | $2.56K | 0.00% | +25 | New |
| MCF Advisors LLC | 33 | $3.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $3.79K | 0.00% | −5−11.9% | Reduced |
| Ameritas Advisory Services, LLC | 50 | $4.85K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 49 | $5.02K | 0.00% | +2+4.3% | Added |
| Bell Investment Advisors, Inc | 50 | $5.12K | 0.00% | −8−13.8% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $5.12K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 52 | $5.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $5.43K | 0.00% | −25−32.1% | Reduced |
| Ellevest, Inc. | 54 | $5.53K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 59 | $6.04K | 0.00% | +1+1.7% | Added |
| Lindbrook Capital, LLC | 62 | $6.35K | 0.00% | +4+6.9% | Added |
| Massmutual Trust Co FSB | 64 | $6.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 65 | $6.66K | 0.00% | −36−35.6% | Reduced |
| Globeflex Capital L P | 71 | $7.27K | 0.00% | −37−34.3% | Reduced |
| Sunbelt Securities, Inc. | 90 | $8.99K | 0.00% | +90 | New |
| Covestor Ltd | 90 | $9.00K | 0.01% | −1−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $10.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 115 | $11.8K | 0.00% | −9−7.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 129 | $13.0K | 0.00% | −40−23.7% | Reduced |
| Venturi Wealth Management, LLC | 143 | $14.6K | 0.00% | +143 | New |
| Franklin Resources Inc | 146 | $15.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 146 | $15.0K | 0.00% | +146 | New |
| Huntington National Bank | 185 | $18.9K | 0.00% | +6+3.4% | Added |
| Quantbot Technologies LP | 200 | $20.5K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 203 | $20.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 209 | $21.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 237 | $24.3K | 0.00% | +1+0.4% | Added |
| Proequities, Inc. | 277 | $28.4K | 0.00% | −46−14.2% | Reduced |
| Arcadia Investment Management Corp | 294 | $30.1K | 0.01% | +167+131.5% | Added |
| Altshuler Shaham Ltd | 333 | $34.1K | 0.00% | +333 | New |
| Belpointe Asset Management LLC | 346 | $35.4K | 0.00% | +198+133.8% | Added |
| Sageworth Trust Co of South Dakota | 362 | $37.1K | 0.09% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 394 | $40.4K | 0.00% | +55+16.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 408 | $41.0K | 0.00% | +161+65.2% | Added |
| Sageworth Trust Co | 423 | $43.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 427 | $43.7K | 0.00% | +63+17.3% | Added |
| State of Wyoming | 466 | $47.7K | 0.02% | −249−34.8% | Reduced |
| Abound Wealth Management | 500 | $51.2K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 599 | $61.3K | 0.00% | −66−9.9% | Reduced |
| SRS Capital Advisors, Inc. | 601 | $61.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 857 | $87.8K | 0.02% | −77−8.2% | Reduced |
| Harbor Investment Advisory, LLC | 858 | $87.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 900 | $92.2K | 0.02% | +900 | New |
| Signaturefd, LLC | 938 | $96.1K | 0.00% | −99−9.5% | Reduced |
| Benjamin Edwards Inc | 1,094 | $112.0K | 0.03% | +138+14.4% | Added |
| HighMark Wealth Management LLC | 1,159 | $118.7K | 0.09% | +1,159 | New |
| Hills Bank & Trust Co | 1,185 | $121.4K | 0.02% | +1,185 | New |
| City State Bank | 1,275 | $131.0K | 0.07% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $133.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,471 | $150.6K | 0.00% | −270−15.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,504 | $154.0K | 0.00% | −160−9.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,596 | $163.4K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,857 | $190.2K | 0.16% | +1,857 | New |
| Tower Research Capital LLC (TRC) | 1,865 | $191.0K | 0.01% | +337+22.1% | Added |
| Parkside Financial Bank & Trust | 1,961 | $200.8K | 0.05% | −12−0.6% | Reduced |
| Mission Wealth Management, LP | 2,000 | $204.8K | 0.01% | +2,000 | New |
| Beacon Pointe Advisors, LLC | 2,000 | $204.8K | 0.00% | +2,000 | New |
| Brinker Capital Investments, LLC | 2,069 | $211.9K | 0.00% | −385−15.7% | Reduced |
| Orion Portfolio Solutions, LLC | 2,069 | $211.9K | 0.00% | +2,069 | New |
| Verdence Capital Advisors LLC | 2,182 | $223.5K | 0.03% | +2,182 | New |
| O'Shaughnessy Asset Management, LLC | 2,247 | $230.1K | 0.00% | +2,247 | New |
| American Century Companies Inc | 2,306 | $230.5K | 0.00% | +2,306 | New |
| Two Sigma Securities, LLC | 2,274 | $232.9K | 0.02% | −112−4.7% | Reduced |
| Stephenson National Bank & Trust | 2,282 | $233.7K | 0.14% | −1,104−32.6% | Reduced |
| Wedbush Securities Inc | 2,341 | $240.0K | 0.01% | +2,341 | New |
| Wealth Alliance | 2,353 | $241.0K | 0.04% | −318−11.9% | Reduced |
| Engineers Gate Manager LP | 2,361 | $241.8K | 0.01% | +2,361 | New |
| Mercer Global Advisors Inc | 2,412 | $247.0K | 0.00% | −557−18.8% | Reduced |
| Quantinno Capital Management LP | 2,459 | $252.0K | 0.02% | +2+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,494 | $255.4K | 0.00% | +235+10.4% | Added |
| Gotham Asset Management, LLC | 2,503 | $256.3K | 0.01% | +2,503 | New |
| GWM Advisors LLC | 2,510 | $257.1K | 0.00% | −357−12.5% | Reduced |
| Atria Wealth Solutions, Inc. | 2,519 | $258.0K | 0.00% | −133−5.0% | Reduced |
| Versor Investments LP | 2,541 | $260.2K | 0.03% | +2,541 | New |
| Metropolitan Life Insurance Co | 2,573 | $263.5K | 0.01% | −446−14.8% | Reduced |
| Axq Capital, LP | 2,600 | $266.3K | 0.11% | +2,600 | New |
| Petrus Trust Company, LTA | 2,602 | $266.5K | 0.03% | +2,602 | New |
| Blair William & Co | 2,670 | $273.4K | 0.00% | +2,670 | New |
| Rockefeller Capital Management L.P. | 2,690 | $275.0K | 0.00% | +2,632+4,537.9% | Added |
| Xponance, Inc. | 2,765 | $283.2K | 0.00% | +41+1.5% | Added |
| Neuberger Berman Group LLC | 2,890 | $296.0K | 0.00% | +2,890 | New |
| Aquatic Capital Management LLC | 2,900 | $297.0K | 0.02% | +2,900 | New |