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 |
|---|---|---|---|---|---|
| Rosenblum Silverman Sutton S F Inc | 32,907 | $3.37M | 1.23% | −3,510−9.6% | Reduced |
| HighTower Advisors, LLC | 30,385 | $3.10M | 0.01% | −2,480−7.5% | Reduced |
| Man Group plc | – | $3.04M | 0.01% | – | – |
| Numerai GP LLC | 28,447 | $2.91M | 0.97% | +28,447 | New |
| Balyasny Asset Management LLC | 28,141 | $2.88M | 0.01% | −4,435−13.6% | Reduced |
| State of New Jersey Common Pension Fund D | 26,751 | $2.74M | 0.01% | −3,410−11.3% | Reduced |
| Vontobel Holding Ltd. | 25,933 | $2.66M | 0.02% | +2,418+10.3% | Added |
| US Bancorp | 25,563 | $2.62M | 0.00% | −2,769−9.8% | Reduced |
| Next Century Growth Investors LLC | 25,280 | $2.59M | 0.28% | −523−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,152 | $2.58M | 0.23% | −100−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 25,138 | $2.57M | 0.02% | +25,138 | New |
| MetLife Investment Management | 24,988 | $2.56M | 0.02% | 00.0% | Unchanged |
| Advisory Research Inc | 23,731 | $2.43M | 0.40% | +5,065+27.1% | Added |
| Janus Henderson Group PLC | 23,049 | $2.36M | 0.00% | +13,949+153.3% | Added |
| American International Group, Inc. | 23,013 | $2.36M | 0.02% | +458+2.0% | Added |
| Citigroup Inc | 22,492 | $2.30M | 0.00% | +3,562+18.8% | Added |
| Calamos Advisors LLC | 21,450 | $2.20M | 0.01% | +17,695+471.2% | Added |
| Knights of Columbus Asset Advisors LLC | 21,012 | $2.15M | 0.21% | +89+0.4% | Added |
| Wells Fargo & Company | 20,349 | $2.08M | 0.00% | +6,493+46.9% | Added |
| Manufacturers Life Insurance Company, The | 19,452 | $1.99M | 0.00% | +330+1.7% | Added |
| Janney Montgomery Scott LLC | 19,263 | $1.97M | 0.01% | +594+3.2% | Added |
| Cetera Advisor Networks LLC | 18,769 | $1.92M | 0.01% | +111+0.6% | Added |
| Captrust Financial Advisors | 18,269 | $1.87M | 0.01% | +2,028+12.5% | Added |
| Azzad Asset Management Inc | 18,006 | $1.84M | 0.26% | −84−0.5% | Reduced |
| Mariner, LLC | 18,008 | $1.84M | 0.01% | −1,548−7.9% | Reduced |
| MYDA Advisors LLC | 18,000 | $1.84M | 0.78% | +18,000 | New |
| ExodusPoint Capital Management, LP | 17,835 | $1.83M | 0.02% | +17,835 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,088 | $1.75M | 0.01% | −19,337−53.1% | Reduced |
| Jefferies Financial Group Inc. | 16,970 | $1.74M | 0.04% | +16,970 | New |
| Candriam Luxembourg S.C.A. | 18,305 | $1.73M | 0.01% | +18,305 | New |
| Ensign Peak Advisors, Inc | 16,230 | $1.66M | 0.00% | +400+2.5% | Added |
| The PNC Financial Services Group, Inc. | 15,947 | $1.63M | 0.00% | −481−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 15,260 | $1.56M | 0.00% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 14,677 | $1.50M | 0.04% | −5,000−25.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,373 | $1.47M | 0.01% | +14,373 | New |
| Moody National Bank Trust Division | 14,354 | $1.47M | 0.13% | +1,600+12.5% | Added |
| Advisor Group Holdings, Inc. | 14,208 | $1.45M | 0.00% | −2,337−14.1% | Reduced |
| Mackenzie Financial Corp | 14,183 | $1.45M | 0.00% | +10,010+239.9% | Added |
| Los Angeles Capital Management LLC | 14,157 | $1.45M | 0.01% | −1,296−8.4% | Reduced |
| Arizona State Retirement System | 13,393 | $1.37M | 0.01% | +404+3.1% | Added |
| Financial Counselors Inc | 13,064 | $1.34M | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,045 | $1.34M | 0.16% | +13,045 | New |
| Commonwealth Equity Services, LLC | 11,613 | $1.19M | 0.00% | +3,856+49.7% | Added |
| Alps Advisors Inc | 11,550 | $1.18M | 0.01% | +11,550 | New |
| Bell Bank | 10,938 | $1.12M | 0.12% | −655−5.6% | Reduced |
| Talbot Financial, LLC | 10,500 | $1.08M | 0.20% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,070 | $930.3K | 0.00% | +6,367+235.6% | Added |
| SG Americas Securities, LLC | 9,032 | $925.0K | 0.01% | +1,098+13.8% | Added |
| Glenmede Trust Co NA | 8,755 | $896.6K | 0.01% | −984−10.1% | Reduced |
| Empower Advisory Group, LLC | 8,671 | $874.6K | 0.00% | +8,671 | New |
| MML Investors Services, LLC | 8,496 | $870.0K | 0.01% | −1,223−12.6% | Reduced |
| Legacy Bridge, LLC | 8,454 | $865.8K | 0.60% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,423 | $862.6K | 0.01% | +8,423 | New |
| Diversified Trust Co | 8,420 | $862.3K | 0.03% | −532−5.9% | Reduced |
| Brookfield Asset Management Inc. | 8,389 | $859.1K | 0.00% | +8,389 | New |
| Affinity Investment Advisors, LLC | 8,329 | $853.0K | 0.46% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 8,161 | $835.8K | 0.09% | +8,161 | New |
| Vancity Investment Management Ltd | 7,999 | $819.0K | 0.11% | +7,999 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,621 | $780.5K | 0.00% | +594+8.5% | Added |
| Inceptionr LLC | 7,540 | $772.2K | 0.25% | +7,540 | New |
| CWM, LLC | 7,197 | $737.0K | 0.00% | −22−0.3% | Reduced |
| Ergoteles LLC | 7,105 | $727.6K | 0.03% | +7,105 | New |
| Virginia Retirement Systems Et Al | 7,100 | $727.1K | 0.01% | −600−7.8% | Reduced |
| Virtu Financial LLC | 7,032 | $720.0K | 0.08% | +7,032 | New |
| Prime Capital Investment Advisors, LLC | 7,000 | $716.9K | 0.03% | +7,000 | New |
| Handelsbanken Fonder AB | 6,900 | $707.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,761 | $692.0K | 0.01% | −1,081−13.8% | Reduced |
| Bank of Montreal | 6,565 | $680.1K | 0.00% | +6,565 | New |
| Vestmark Advisory Solutions, Inc. | 6,451 | $660.6K | 0.03% | +266+4.3% | Added |
| First Republic Investment Management, Inc. | 6,394 | $654.8K | 0.00% | −27−0.4% | Reduced |
| Centiva Capital, LP | 6,066 | $621.2K | 0.03% | +3,566+142.6% | Added |
| Prudential Financial Inc | 7,892 | $618.3K | 0.00% | −323−3.9% | Reduced |
| ProShare Advisors LLC | 5,841 | $598.2K | 0.00% | −1,861−24.2% | Reduced |
| Pictet Asset Management SA | 5,478 | $561.0K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,600 | $559.7K | 0.07% | −865−13.4% | Reduced |
| Harvest Management LLC | 5,300 | $542.8K | 0.49% | −2,550−32.5% | Reduced |
| Commerce Bank | 5,293 | $542.1K | 0.00% | +218+4.3% | Added |
| Principal Financial Group Inc | 5,237 | $536.3K | 0.00% | −489−8.5% | Reduced |
| Victory Capital Management Inc | 5,184 | $530.9K | 0.00% | −40−0.8% | Reduced |
| Teacher Retirement System of Texas | 5,142 | $527.0K | 0.00% | +72+1.4% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $512.0K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,356 | $503.0K | 0.10% | +5,356 | New |
| RIA Advisory Group LLC | 4,889 | $500.7K | 0.23% | −197−3.9% | Reduced |
| Transatlantique Private Wealth LLC | 4,884 | $500.1K | 0.28% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,835 | $495.2K | 0.02% | −20−0.4% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $488.0K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 4,765 | $488.0K | 0.01% | +4,765 | New |
| Stonnington Group, LLC | 5,000 | $485.5K | 0.13% | −1,000−16.7% | Reduced |
| LPL Financial LLC | 4,713 | $482.7K | 0.00% | −86−1.8% | Reduced |
| STRS Ohio | 4,600 | $471.0K | 0.00% | +500+12.2% | Added |
| DC Investments Management, LLC | 4,559 | $466.9K | 0.56% | 00.0% | Unchanged |
| AtonRa Partners | 4,545 | $465.5K | 0.68% | +4,545 | New |
| Sage Rhino Capital LLC | 4,529 | $463.8K | 0.14% | +9+0.2% | Added |
| Crossmark Global Holdings, Inc. | 4,437 | $454.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,370 | $447.5K | 0.01% | +4,370 | New |
| Truist Financial Corp | 4,336 | $444.1K | 0.00% | +172+4.1% | Added |
| Foster Group, Inc. | 4,229 | $433.1K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,076 | $417.0K | 0.01% | −380−8.5% | Reduced |
| Advisors Asset Management, Inc. | 3,949 | $404.4K | 0.01% | −3,634−47.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,829 | $392.1K | 0.02% | +91+2.4% | Added |