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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 3,743 | $383.3K | 0.02% | −365−8.9% | Reduced |
| Gilbert & Cook, Inc. | 3,679 | $376.8K | 0.07% | −121−3.2% | Reduced |
| Sonora Investment Management Group, LLC | 3,619 | $370.6K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,415 | $349.7K | 0.00% | −155−4.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,372 | $345.3K | 0.04% | +3,372 | New |
| JustInvest LLC | 3,254 | $333.2K | 0.01% | +269+9.0% | Added |
| Hardy Reed LLC | 3,225 | $330.3K | 0.06% | −363−10.1% | Reduced |
| Creative Planning | 3,082 | $315.6K | 0.00% | +201+7.0% | Added |
| Baron Wealth Management LLC | 3,072 | $314.6K | 0.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,572 | $300.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,900 | $297.0K | 0.02% | +2,900 | New |
| Neuberger Berman Group LLC | 2,890 | $296.0K | 0.00% | +2,890 | New |
| Xponance, Inc. | 2,765 | $283.2K | 0.00% | +41+1.5% | Added |
| Rockefeller Capital Management L.P. | 2,690 | $275.0K | 0.00% | +2,632+4,537.9% | Added |
| Blair William & Co | 2,670 | $273.4K | 0.00% | +2,670 | New |
| Petrus Trust Company, LTA | 2,602 | $266.5K | 0.03% | +2,602 | New |
| Axq Capital, LP | 2,600 | $266.3K | 0.11% | +2,600 | New |
| Metropolitan Life Insurance Co | 2,573 | $263.5K | 0.01% | −446−14.8% | Reduced |
| Versor Investments LP | 2,541 | $260.2K | 0.03% | +2,541 | New |
| Atria Wealth Solutions, Inc. | 2,519 | $258.0K | 0.00% | −133−5.0% | Reduced |
| GWM Advisors LLC | 2,510 | $257.1K | 0.00% | −357−12.5% | Reduced |
| Gotham Asset Management, LLC | 2,503 | $256.3K | 0.01% | +2,503 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,494 | $255.4K | 0.00% | +235+10.4% | Added |
| Quantinno Capital Management LP | 2,459 | $252.0K | 0.02% | +2+0.1% | Added |
| Mercer Global Advisors Inc | 2,412 | $247.0K | 0.00% | −557−18.8% | Reduced |
| Engineers Gate Manager LP | 2,361 | $241.8K | 0.01% | +2,361 | New |
| Wealth Alliance | 2,353 | $241.0K | 0.04% | −318−11.9% | Reduced |
| Wedbush Securities Inc | 2,341 | $240.0K | 0.01% | +2,341 | New |
| Stephenson National Bank & Trust | 2,282 | $233.7K | 0.14% | −1,104−32.6% | Reduced |
| Two Sigma Securities, LLC | 2,274 | $232.9K | 0.02% | −112−4.7% | Reduced |
| American Century Companies Inc | 2,306 | $230.5K | 0.00% | +2,306 | New |
| O'Shaughnessy Asset Management, LLC | 2,247 | $230.1K | 0.00% | +2,247 | New |
| Verdence Capital Advisors LLC | 2,182 | $223.5K | 0.03% | +2,182 | 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 |
| 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 |
| Parkside Financial Bank & Trust | 1,961 | $200.8K | 0.05% | −12−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,865 | $191.0K | 0.01% | +337+22.1% | Added |
| Paladin Advisory Group, LLC | 1,857 | $190.2K | 0.16% | +1,857 | New |
| Stonebridge Capital Advisors LLC | 1,596 | $163.4K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,504 | $154.0K | 0.00% | −160−9.6% | Reduced |
| Fifth Third Bancorp | 1,471 | $150.6K | 0.00% | −270−15.5% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $133.1K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,275 | $131.0K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,185 | $121.4K | 0.02% | +1,185 | New |
| HighMark Wealth Management LLC | 1,159 | $118.7K | 0.09% | +1,159 | New |
| Benjamin Edwards Inc | 1,094 | $112.0K | 0.03% | +138+14.4% | Added |
| Signaturefd, LLC | 938 | $96.1K | 0.00% | −99−9.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 900 | $92.2K | 0.02% | +900 | New |
| Harbor Investment Advisory, LLC | 858 | $87.9K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 857 | $87.8K | 0.02% | −77−8.2% | Reduced |
| SRS Capital Advisors, Inc. | 601 | $61.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 599 | $61.3K | 0.00% | −66−9.9% | Reduced |
| Abound Wealth Management | 500 | $51.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 466 | $47.7K | 0.02% | −249−34.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 427 | $43.7K | 0.00% | +63+17.3% | Added |
| Sageworth Trust Co | 423 | $43.3K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 408 | $41.0K | 0.00% | +161+65.2% | Added |
| GHP Investment Advisors, Inc. | 394 | $40.4K | 0.00% | +55+16.2% | Added |
| Sageworth Trust Co of South Dakota | 362 | $37.1K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 346 | $35.4K | 0.00% | +198+133.8% | Added |
| Altshuler Shaham Ltd | 333 | $34.1K | 0.00% | +333 | New |
| Arcadia Investment Management Corp | 294 | $30.1K | 0.01% | +167+131.5% | Added |
| Proequities, Inc. | 277 | $28.4K | 0.00% | −46−14.2% | Reduced |
| Parallel Advisors, LLC | 237 | $24.3K | 0.00% | +1+0.4% | Added |
| Quadrant Capital Group LLC | 209 | $21.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 203 | $20.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 200 | $20.5K | 0.00% | +200 | New |
| Huntington National Bank | 185 | $18.9K | 0.00% | +6+3.4% | Added |
| Franklin Resources Inc | 146 | $15.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 146 | $15.0K | 0.00% | +146 | New |
| Venturi Wealth Management, LLC | 143 | $14.6K | 0.00% | +143 | New |
| Harel Insurance Investments & Financial Services Ltd. | 129 | $13.0K | 0.00% | −40−23.7% | Reduced |
| Leonteq Securities AG | 115 | $11.8K | 0.00% | −9−7.3% | Reduced |
| Colonial Trust Co | 108 | $10.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $9.00K | 0.01% | −1−1.1% | Reduced |
| Sunbelt Securities, Inc. | 90 | $8.99K | 0.00% | +90 | New |
| Globeflex Capital L P | 71 | $7.27K | 0.00% | −37−34.3% | Reduced |
| Spire Wealth Management | 65 | $6.66K | 0.00% | −36−35.6% | Reduced |
| Massmutual Trust Co FSB | 64 | $6.55K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 62 | $6.35K | 0.00% | +4+6.9% | Added |
| TCI Wealth Advisors, Inc. | 59 | $6.04K | 0.00% | +1+1.7% | Added |
| Ellevest, Inc. | 54 | $5.53K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $5.43K | 0.00% | −25−32.1% | Reduced |
| TD Private Client Wealth LLC | 52 | $5.33K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 49 | $5.02K | 0.00% | +2+4.3% | Added |
| Ameritas Advisory Services, LLC | 50 | $4.85K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 37 | $3.79K | 0.00% | −5−11.9% | Reduced |
| MCF Advisors LLC | 33 | $3.38K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 25 | $2.56K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 24 | $2.46K | 0.00% | +14+140.0% | Added |
| Allworth Financial LP | 20 | $2.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17 | $1.74K | 0.00% | −14−45.2% | Reduced |
| Bogart Wealth, LLC | 14 | $1.43K | 0.00% | +14 | New |
| Baker Avenue Asset Management, LP | 11 | $1.13K | 0.00% | 00.0% | Unchanged |