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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 3,572 | $300.0K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,072 | $314.6K | 0.22% | 00.0% | Unchanged |
| Creative Planning | 3,082 | $315.6K | 0.00% | +201+7.0% | Added |
| Hardy Reed LLC | 3,225 | $330.3K | 0.06% | −363−10.1% | Reduced |
| JustInvest LLC | 3,254 | $333.2K | 0.01% | +269+9.0% | Added |
| Mount Yale Investment Advisors, LLC | 3,372 | $345.3K | 0.04% | +3,372 | New |
| Baird Financial Group, Inc. | 3,415 | $349.7K | 0.00% | −155−4.3% | Reduced |
| Sonora Investment Management Group, LLC | 3,619 | $370.6K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,679 | $376.8K | 0.07% | −121−3.2% | Reduced |
| We Are One Seven, LLC | 3,743 | $383.3K | 0.02% | −365−8.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,829 | $392.1K | 0.02% | +91+2.4% | Added |
| Advisors Asset Management, Inc. | 3,949 | $404.4K | 0.01% | −3,634−47.9% | Reduced |
| Hantz Financial Services, Inc. | 4,076 | $417.0K | 0.01% | −380−8.5% | Reduced |
| Foster Group, Inc. | 4,229 | $433.1K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 4,336 | $444.1K | 0.00% | +172+4.1% | Added |
| Walleye Capital LLC | 4,370 | $447.5K | 0.01% | +4,370 | New |
| Crossmark Global Holdings, Inc. | 4,437 | $454.0K | 0.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,529 | $463.8K | 0.14% | +9+0.2% | Added |
| AtonRa Partners | 4,545 | $465.5K | 0.68% | +4,545 | New |
| DC Investments Management, LLC | 4,559 | $466.9K | 0.56% | 00.0% | Unchanged |
| STRS Ohio | 4,600 | $471.0K | 0.00% | +500+12.2% | Added |
| LPL Financial LLC | 4,713 | $482.7K | 0.00% | −86−1.8% | Reduced |
| Stonnington Group, LLC | 5,000 | $485.5K | 0.13% | −1,000−16.7% | Reduced |
| New York Life Investment Management LLC | 4,765 | $488.0K | 0.01% | +4,765 | New |
| Tradition Wealth Management, LLC | 4,764 | $488.0K | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,835 | $495.2K | 0.02% | −20−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 4,884 | $500.1K | 0.28% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,889 | $500.7K | 0.23% | −197−3.9% | Reduced |
| CM Wealth Advisors LLC | 5,356 | $503.0K | 0.10% | +5,356 | New |
| Public Employees Retirement Association of Colorado | 5,003 | $512.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,142 | $527.0K | 0.00% | +72+1.4% | Added |
| Victory Capital Management Inc | 5,184 | $530.9K | 0.00% | −40−0.8% | Reduced |
| Principal Financial Group Inc | 5,237 | $536.3K | 0.00% | −489−8.5% | Reduced |
| Commerce Bank | 5,293 | $542.1K | 0.00% | +218+4.3% | Added |
| Harvest Management LLC | 5,300 | $542.8K | 0.49% | −2,550−32.5% | Reduced |
| Voya Financial Advisors, Inc. | 5,600 | $559.7K | 0.07% | −865−13.4% | Reduced |
| Pictet Asset Management SA | 5,478 | $561.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 5,841 | $598.2K | 0.00% | −1,861−24.2% | Reduced |
| Prudential Financial Inc | 7,892 | $618.3K | 0.00% | −323−3.9% | Reduced |
| Centiva Capital, LP | 6,066 | $621.2K | 0.03% | +3,566+142.6% | Added |
| First Republic Investment Management, Inc. | 6,394 | $654.8K | 0.00% | −27−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,451 | $660.6K | 0.03% | +266+4.3% | Added |
| Bank of Montreal | 6,565 | $680.1K | 0.00% | +6,565 | New |
| Amalgamated Bank | 6,761 | $692.0K | 0.01% | −1,081−13.8% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $707.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,000 | $716.9K | 0.03% | +7,000 | New |
| Virtu Financial LLC | 7,032 | $720.0K | 0.08% | +7,032 | New |
| Virginia Retirement Systems Et Al | 7,100 | $727.1K | 0.01% | −600−7.8% | Reduced |
| Ergoteles LLC | 7,105 | $727.6K | 0.03% | +7,105 | New |
| CWM, LLC | 7,197 | $737.0K | 0.00% | −22−0.3% | Reduced |
| Inceptionr LLC | 7,540 | $772.2K | 0.25% | +7,540 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,621 | $780.5K | 0.00% | +594+8.5% | Added |
| Vancity Investment Management Ltd | 7,999 | $819.0K | 0.11% | +7,999 | New |
| Icon Wealth Partners, LLC | 8,161 | $835.8K | 0.09% | +8,161 | New |
| Affinity Investment Advisors, LLC | 8,329 | $853.0K | 0.46% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 8,389 | $859.1K | 0.00% | +8,389 | New |
| Diversified Trust Co | 8,420 | $862.3K | 0.03% | −532−5.9% | Reduced |
| Squarepoint Ops LLC | 8,423 | $862.6K | 0.01% | +8,423 | New |
| Legacy Bridge, LLC | 8,454 | $865.8K | 0.60% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,496 | $870.0K | 0.01% | −1,223−12.6% | Reduced |
| Empower Advisory Group, LLC | 8,671 | $874.6K | 0.00% | +8,671 | New |
| Glenmede Trust Co NA | 8,755 | $896.6K | 0.01% | −984−10.1% | Reduced |
| SG Americas Securities, LLC | 9,032 | $925.0K | 0.01% | +1,098+13.8% | Added |
| HSBC Holdings PLC | 9,070 | $930.3K | 0.00% | +6,367+235.6% | Added |
| Talbot Financial, LLC | 10,500 | $1.08M | 0.20% | 00.0% | Unchanged |
| Bell Bank | 10,938 | $1.12M | 0.12% | −655−5.6% | Reduced |
| Alps Advisors Inc | 11,550 | $1.18M | 0.01% | +11,550 | New |
| Commonwealth Equity Services, LLC | 11,613 | $1.19M | 0.00% | +3,856+49.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,045 | $1.34M | 0.16% | +13,045 | New |
| Financial Counselors Inc | 13,064 | $1.34M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,393 | $1.37M | 0.01% | +404+3.1% | Added |
| Los Angeles Capital Management LLC | 14,157 | $1.45M | 0.01% | −1,296−8.4% | Reduced |
| Mackenzie Financial Corp | 14,183 | $1.45M | 0.00% | +10,010+239.9% | Added |
| Advisor Group Holdings, Inc. | 14,208 | $1.45M | 0.00% | −2,337−14.1% | Reduced |
| Moody National Bank Trust Division | 14,354 | $1.47M | 0.13% | +1,600+12.5% | Added |
| Schonfeld Strategic Advisors LLC | 14,373 | $1.47M | 0.01% | +14,373 | New |
| Weiss Multi-Strategy Advisers LLC | 14,677 | $1.50M | 0.04% | −5,000−25.4% | Reduced |
| State Board of Administration of Florida Retirement System | 15,260 | $1.56M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,947 | $1.63M | 0.00% | −481−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 16,230 | $1.66M | 0.00% | +400+2.5% | Added |
| Candriam Luxembourg S.C.A. | 18,305 | $1.73M | 0.01% | +18,305 | New |
| Jefferies Financial Group Inc. | 16,970 | $1.74M | 0.04% | +16,970 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,088 | $1.75M | 0.01% | −19,337−53.1% | Reduced |
| ExodusPoint Capital Management, LP | 17,835 | $1.83M | 0.02% | +17,835 | New |
| MYDA Advisors LLC | 18,000 | $1.84M | 0.78% | +18,000 | New |
| Mariner, LLC | 18,008 | $1.84M | 0.01% | −1,548−7.9% | Reduced |
| Azzad Asset Management Inc | 18,006 | $1.84M | 0.26% | −84−0.5% | Reduced |
| Captrust Financial Advisors | 18,269 | $1.87M | 0.01% | +2,028+12.5% | Added |
| Cetera Advisor Networks LLC | 18,769 | $1.92M | 0.01% | +111+0.6% | Added |
| Janney Montgomery Scott LLC | 19,263 | $1.97M | 0.01% | +594+3.2% | Added |
| Manufacturers Life Insurance Company, The | 19,452 | $1.99M | 0.00% | +330+1.7% | Added |
| Wells Fargo & Company | 20,349 | $2.08M | 0.00% | +6,493+46.9% | Added |
| Knights of Columbus Asset Advisors LLC | 21,012 | $2.15M | 0.21% | +89+0.4% | Added |
| Calamos Advisors LLC | 21,450 | $2.20M | 0.01% | +17,695+471.2% | Added |
| Citigroup Inc | 22,492 | $2.30M | 0.00% | +3,562+18.8% | Added |
| American International Group, Inc. | 23,013 | $2.36M | 0.02% | +458+2.0% | Added |
| Janus Henderson Group PLC | 23,049 | $2.36M | 0.00% | +13,949+153.3% | Added |
| Advisory Research Inc | 23,731 | $2.43M | 0.40% | +5,065+27.1% | Added |
| MetLife Investment Management | 24,988 | $2.56M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 25,138 | $2.57M | 0.02% | +25,138 | New |