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 |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 1,194,256 | $122.3M | 0.20% | −60,042−4.8% | Reduced |
| Macquarie Group Ltd | 1,262,932 | $129.3M | 0.15% | +163,938+14.9% | Added |
| Brown Advisory Inc | 1,348,905 | $138.1M | 0.23% | −356,122−20.9% | Reduced |
| Champlain Investment Partners, LLC | 1,410,690 | $144.5M | 0.91% | −112,245−7.4% | Reduced |
| Ameriprise Financial Inc | 1,552,388 | $159.0M | 0.05% | +11,041+0.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,665,361 | $170.6M | 0.12% | −320,256−16.1% | Reduced |
| FMR LLC | 1,747,793 | $179.0M | 0.02% | +339,427+24.1% | Added |
| Riverbridge Partners LLC | 2,010,974 | $205.9M | 2.89% | −167,083−7.7% | Reduced |
| BlackRock Inc. | 3,443,175 | $352.6M | 0.01% | −28,379−0.8% | Reduced |
| Vanguard Group Inc | 4,669,980 | $478.3M | 0.01% | +86,431+1.9% | Added |
| World Equity Group, Inc. | 9,162 | – | – | +9,162 | New |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −139,532−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −8,093−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |