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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 25,152 | $2.58M | 0.23% | −100−0.4% | Reduced |
| Next Century Growth Investors LLC | 25,280 | $2.59M | 0.28% | −523−2.0% | Reduced |
| US Bancorp | 25,563 | $2.62M | 0.00% | −2,769−9.8% | Reduced |
| Vontobel Holding Ltd. | 25,933 | $2.66M | 0.02% | +2,418+10.3% | Added |
| State of New Jersey Common Pension Fund D | 26,751 | $2.74M | 0.01% | −3,410−11.3% | Reduced |
| Balyasny Asset Management LLC | 28,141 | $2.88M | 0.01% | −4,435−13.6% | Reduced |
| Numerai GP LLC | 28,447 | $2.91M | 0.97% | +28,447 | New |
| Man Group plc | – | $3.04M | 0.01% | – | – |
| HighTower Advisors, LLC | 30,385 | $3.10M | 0.01% | −2,480−7.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 32,907 | $3.37M | 1.23% | −3,510−9.6% | Reduced |
| George Kaiser Family Foundation | 34,464 | $3.53M | 0.57% | −18,257−34.6% | Reduced |
| Alamar Capital Management, LLC | 35,994 | $3.69M | 3.07% | −34−0.1% | Reduced |
| TD Asset Management Inc | 37,500 | $3.84M | 0.00% | −5,600−13.0% | Reduced |
| Barclays PLC | 37,992 | $3.89M | 0.00% | +10,315+37.3% | Added |
| Moody Aldrich Partners LLC | 38,098 | $3.90M | 0.79% | −6,723−15.0% | Reduced |
| Raymond James & Associates | 38,616 | $3.95M | 0.00% | +2,791+7.8% | Added |
| BNP Paribas Arbitrage, SA | 41,104 | $4.21M | 0.01% | +21,427+108.9% | Added |
| Allspring Global Investments Holdings, LLC | 42,196 | $4.32M | 0.01% | −112,538−72.7% | Reduced |
| Royce & Associates LP | 42,770 | $4.38M | 0.04% | +42,770 | New |
| Resources Investment Advisors, LLC. | 43,466 | $4.45M | 0.10% | −449−1.0% | Reduced |
| Kopp Family Office, LLC | 44,207 | $4.53M | 2.44% | +22,518+103.8% | Added |
| Legal & General Group Plc | 45,190 | $4.63M | 0.00% | +3,774+9.1% | Added |
| Stifel Financial Corp | 49,403 | $5.06M | 0.01% | +3,725+8.2% | Added |
| UBS Asset Management Americas Inc | 50,980 | $5.22M | 0.00% | +4,438+9.5% | Added |
| Alliancebernstein L.P. | 56,618 | $5.80M | 0.00% | −887−1.5% | Reduced |
| Ingalls & Snyder LLC | 56,676 | $5.80M | 0.30% | +518+0.9% | Added |
| California State Teachers Retirement System | 58,348 | $5.98M | 0.01% | −740−1.3% | Reduced |
| Great West Life Assurance Co | 58,477 | $6.00M | 0.01% | −23,765−28.9% | Reduced |
| Susquehanna International Group, LLP | 59,194 | $6.06M | 0.01% | +45,844+343.4% | Added |
| King Luther Capital Management Corp | 60,260 | $6.17M | 0.03% | +1,488+2.5% | Added |
| Orser Capital Management, LLC | 61,417 | $6.29M | 7.22% | +530+0.9% | Added |
| State of Wisconsin Investment Board | 61,702 | $6.32M | 0.02% | −7,336−10.6% | Reduced |
| Advantage Alpha Capital Partners LP | 62,477 | $6.40M | 1.33% | −46,374−42.6% | Reduced |
| Rhumbline Advisers | 68,342 | $7.00M | 0.01% | +1,611+2.4% | Added |
| Swedbank AB | 70,000 | $7.17M | 0.01% | +70,000 | New |
| Jane Street Group, LLC | 70,530 | $7.22M | 0.01% | +36,161+105.2% | Added |
| Bessemer Group Inc | 73,972 | $7.58M | 0.02% | +3,269+4.6% | Added |
| EULAV Asset Management | 76,400 | $7.82M | 0.31% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 77,529 | $7.94M | 0.02% | +77,529 | New |
| California Public Employees Retirement System | 84,343 | $8.64M | 0.01% | −10,123−10.7% | Reduced |
| Frontier Capital Management Co LLC | 86,603 | $8.87M | 0.09% | −55,410−39.0% | Reduced |
| G2 Investment Partners Management LLC | 87,714 | $8.98M | 2.59% | −6,286−6.7% | Reduced |
| Oppenheimer Asset Management Inc. | 92,643 | $9.49M | 0.15% | +595+0.6% | Added |
| Swiss National Bank | 99,821 | $10.2M | 0.01% | −11,300−10.2% | Reduced |
| Boston Private Wealth LLC | 100,896 | $10.3M | 0.14% | +110.0% | Added |
| Nordea Investment Management AB | 106,312 | $10.7M | 0.02% | −69,627−39.6% | Reduced |
| Royal Bank of Canada | 105,050 | $10.8M | 0.00% | −13,795−11.6% | Reduced |
| Federated Hermes, Inc. | 112,961 | $11.6M | 0.03% | +2,278+2.1% | Added |
| Tensile Capital Management LP | 115,000 | $11.8M | 1.60% | +115,000 | New |
| Voya Investment Management LLC | 115,806 | $11.9M | 0.01% | +7,235+6.7% | Added |
| Vista Equity Partners Management, LLC | 119,859 | $12.3M | 0.16% | +49,427+70.2% | Added |
| Russell Investments Group, Ltd. | 120,083 | $12.3M | 0.02% | +27,190+29.3% | Added |
| AXA S.A. | 121,134 | $12.4M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 131,663 | $13.5M | 0.02% | +96,260+271.9% | Added |
| Impax Asset Management Group plc | 136,086 | $13.9M | 0.06% | −22,500−14.2% | Reduced |
| Citadel Advisors LLC | 137,248 | $14.1M | 0.02% | +39,620+40.6% | Added |
| Segall Bryant & Hamill, LLC | 141,405 | $14.5M | 0.16% | +1,749+1.3% | Added |
| Two Sigma Advisers, LP | 162,500 | $16.6M | 0.04% | +9,000+5.9% | Added |
| Credit Suisse AG | 165,536 | $17.0M | 0.02% | +14,341+9.5% | Added |
| Natixis Advisors, L.P. | 170,450 | $17.5M | 0.06% | −63,420−27.1% | Reduced |
| SEI Investments Co | 170,654 | $17.5M | 0.03% | +23,442+15.9% | Added |
| Redwood Investments, LLC | 188,044 | $19.3M | 2.46% | +1,048+0.6% | Added |
| Envestnet Asset Management Inc | 188,567 | $19.3M | 0.01% | −8,870−4.5% | Reduced |
| Silvercrest Asset Management Group LLC | 196,004 | $20.1M | 0.15% | −72,982−27.1% | Reduced |
| Wellington Management Group LLP | 250,743 | $25.7M | 0.01% | +16,206+6.9% | Added |
| Morgan Stanley | 258,949 | $26.5M | 0.00% | +28,211+12.2% | Added |
| D. E. Shaw & Co., Inc. | 261,252 | $26.8M | 0.04% | −52,193−16.7% | Reduced |
| Goldman Sachs Group Inc | 271,151 | $27.8M | 0.01% | +92,165+51.5% | Added |
| UBS Group AG | 275,733 | $28.2M | 0.01% | +7,485+2.8% | Added |
| Woodline Partners LP | 313,920 | $32.1M | 0.45% | +307,998+5,200.9% | Added |
| Bank of America Corp | 314,153 | $32.2M | 0.00% | −1,065−0.3% | Reduced |
| Kames Capital plc | 314,043 | $32.2M | 0.56% | −38,107−10.8% | Reduced |
| New York State Common Retirement Fund | 318,525 | $32.6M | 0.04% | +37,662+13.4% | Added |
| Deutsche Bank AG | 319,491 | $32.7M | 0.02% | +148,857+87.2% | Added |
| TimesSquare Capital Management, LLC | 324,189 | $33.2M | 0.49% | −154,484−32.3% | Reduced |
| William Blair Investment Management, LLC | 331,061 | $33.9M | 0.12% | +145,535+78.4% | Added |
| Bank of New York Mellon Corp | 331,588 | $34.0M | 0.01% | −33,229−9.1% | Reduced |
| Sculptor Capital LP | 340,300 | $34.9M | 0.87% | +340,300 | New |
| Mirae Asset Global Investments Co., Ltd. | 347,505 | $35.6M | 0.08% | +4,330+1.3% | Added |
| Charles Schwab Investment Management Inc | 371,661 | $38.1M | 0.01% | +901+0.2% | Added |
| Nuveen Asset Management, LLC | 380,896 | $39.0M | 0.01% | +658+0.2% | Added |
| Ranger Investment Management, L.P. | 394,881 | $40.4M | 2.71% | +23,175+6.2% | Added |
| Norges Bank | 458,983 | $47.0M | 0.01% | +38,032+9.0% | Added |
| Clearbridge Investments, LLC | 461,536 | $47.3M | 0.05% | −259,865−36.0% | Reduced |
| Granahan Investment Management Inc | 479,269 | $49.1M | 1.49% | −88,739−15.6% | Reduced |
| Northern Trust Corp | 562,531 | $57.6M | 0.01% | −10,071−1.8% | Reduced |
| Standard Life Aberdeen plc | 589,929 | $60.4M | 0.15% | −47,831−7.5% | Reduced |
| Renaissance Technologies LLC | 611,100 | $62.6M | 0.08% | +15,100+2.5% | Added |
| First Trust Advisors LP | 630,624 | $64.6M | 0.07% | −80,071−11.3% | Reduced |
| Praesidium Investment Management Company, LLC | 649,003 | $66.5M | 6.01% | −395,473−37.9% | Reduced |
| DF Dent & Co Inc | 684,719 | $70.1M | 0.99% | −103,734−13.2% | Reduced |
| Brown Capital Management LLC | 690,246 | $70.7M | 1.06% | +417,844+153.4% | Added |
| Invesco Ltd. | 730,597 | $74.8M | 0.02% | +647+0.1% | Added |
| Price T Rowe Associates Inc | 840,187 | $86.0M | 0.01% | +128,087+18.0% | Added |
| Mairs & Power Inc | 849,391 | $87.0M | 1.00% | −2,629−0.3% | Reduced |
| Geode Capital Management, LLC | 864,656 | $88.5M | 0.01% | +35,823+4.3% | Added |
| Thrivent Financial for Lutherans | 870,321 | $89.1M | 0.22% | +66,838+8.3% | Added |
| JPMorgan Chase & Co | 871,368 | $89.2M | 0.01% | +46,289+5.6% | Added |
| Conestoga Capital Advisors, LLC | 927,275 | $95.0M | 1.59% | +7,384+0.8% | Added |
| State Street Corp | 1,026,506 | $105.1M | 0.01% | +46,589+4.8% | Added |