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, Q2 2023
Institutional positions in Workiva Inc as of Jun 30, 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
- 306
- −4 vs. Q1 2023
- Shares held
- 45.5M
- +508.5K (+1.1%) vs. Q1 2023
- Total value
- $4.62B
- +$16.5M (+0.4%) vs. Q1 2023
- New holders
- 32
- 107 more added
- Sold out
- 36
- 111 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,889,661 | $497.1M | 0.01% | +219,681+4.7% | Added |
| BlackRock Inc. | 3,746,845 | $380.9M | 0.01% | +303,670+8.8% | Added |
| Riverbridge Partners LLC | 2,094,779 | $213.0M | 2.68% | +83,805+4.2% | Added |
| Macquarie Group Ltd | 1,882,793 | $191.4M | 0.22% | +619,861+49.1% | Added |
| T. Rowe Price Investment Management, Inc. | 1,624,550 | $165.2M | 0.11% | −40,811−2.5% | Reduced |
| FMR LLC | 1,620,404 | $164.7M | 0.01% | −127,389−7.3% | Reduced |
| Ameriprise Financial Inc | 1,421,524 | $144.5M | 0.05% | −130,864−8.4% | Reduced |
| Brown Advisory Inc | 1,202,419 | $122.2M | 0.19% | −146,486−10.9% | Reduced |
| Artisan Partners Limited Partnership | 1,171,580 | $119.1M | 0.19% | −22,676−1.9% | Reduced |
| Champlain Investment Partners, LLC | 1,152,255 | $117.1M | 0.72% | −258,435−18.3% | Reduced |
| State Street Corp | 1,064,613 | $108.2M | 0.01% | +38,107+3.7% | Added |
| Brown Capital Management LLC | 992,081 | $100.9M | 1.43% | +301,835+43.7% | Added |
| JPMorgan Chase & Co | 956,666 | $97.3M | 0.01% | +85,298+9.8% | Added |
| Conestoga Capital Advisors, LLC | 918,310 | $93.4M | 1.48% | −8,965−1.0% | Reduced |
| Geode Capital Management, LLC | 916,651 | $93.2M | 0.01% | +51,995+6.0% | Added |
| Thrivent Financial for Lutherans | 911,924 | $92.7M | 0.21% | +41,603+4.8% | Added |
| Mairs & Power Inc | 806,108 | $81.9M | 0.89% | −43,283−5.1% | Reduced |
| Invesco Ltd. | 778,443 | $79.1M | 0.02% | +47,846+6.5% | Added |
| Sculptor Capital LP | 656,500 | $66.7M | 1.75% | +316,200+92.9% | Added |
| First Trust Advisors LP | 631,911 | $64.2M | 0.07% | +1,287+0.2% | Added |
| Renaissance Technologies LLC | 623,100 | $63.3M | 0.09% | +12,000+2.0% | Added |
| Northern Trust Corp | 592,235 | $60.2M | 0.01% | +29,704+5.3% | Added |
| DF Dent & Co Inc | 533,699 | $54.3M | 0.73% | −151,020−22.1% | Reduced |
| Norges Bank | 491,908 | $50.0M | 0.01% | +32,925+7.2% | Added |
| Standard Life Aberdeen plc | 484,838 | $49.3M | 0.11% | −105,091−17.8% | Reduced |
| Clearbridge Investments, LLC | 456,631 | $46.4M | 0.04% | −4,905−1.1% | Reduced |
| Granahan Investment Management Inc | 453,834 | $46.1M | 1.42% | −25,435−5.3% | Reduced |
| Ranger Investment Management, L.P. | 407,211 | $41.4M | 2.49% | +12,330+3.1% | Added |
| Price T Rowe Associates Inc | 395,128 | $40.2M | 0.01% | −445,059−53.0% | Reduced |
| Charles Schwab Investment Management Inc | 380,802 | $38.7M | 0.01% | +9,141+2.5% | Added |
| Praesidium Investment Management Company, LLC | 380,290 | $38.7M | 3.51% | −268,713−41.4% | Reduced |
| Deutsche Bank AG | 378,026 | $38.4M | 0.02% | +58,535+18.3% | Added |
| Bank of New York Mellon Corp | 368,115 | $37.4M | 0.01% | +36,527+11.0% | Added |
| Nuveen Asset Management, LLC | 361,808 | $36.8M | 0.01% | −19,088−5.0% | Reduced |
| New York State Common Retirement Fund | 358,040 | $36.4M | 0.05% | +39,515+12.4% | Added |
| Kames Capital plc | 342,291 | $34.8M | 0.56% | +28,248+9.0% | Added |
| Bank of America Corp | 339,402 | $34.5M | 0.00% | +25,249+8.0% | Added |
| William Blair Investment Management, LLC | 339,173 | $34.5M | 0.11% | +8,112+2.5% | Added |
| UBS Group AG | 302,037 | $30.7M | 0.01% | +26,304+9.5% | Added |
| TimesSquare Capital Management, LLC | 285,639 | $29.0M | 0.42% | −38,550−11.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 273,328 | $27.8M | 0.06% | −74,177−21.3% | Reduced |
| D. E. Shaw & Co., Inc. | 265,497 | $27.0M | 0.04% | +4,245+1.6% | Added |
| Loomis Sayles & Co L P | 263,778 | $26.8M | 0.04% | +263,778 | New |
| Morgan Stanley | 261,955 | $26.6M | 0.00% | +3,006+1.2% | Added |
| SEI Investments Co | 257,680 | $26.2M | 0.05% | +87,026+51.0% | Added |
| Millennium Management LLC | 247,366 | $25.1M | 0.03% | +115,703+87.9% | Added |
| Wellington Management Group LLP | 240,052 | $24.4M | 0.00% | −10,691−4.3% | Reduced |
| Two Sigma Advisers, LP | 223,900 | $22.8M | 0.06% | +61,400+37.8% | Added |
| Redwood Investments, LLC | 190,993 | $19.4M | 2.37% | +2,949+1.6% | Added |
| Envestnet Asset Management Inc | 180,157 | $18.3M | 0.01% | −8,410−4.5% | Reduced |
| Natixis Advisors, L.P. | 178,708 | $18.2M | 0.06% | +8,258+4.8% | Added |
| Goldman Sachs Group Inc | 167,634 | $17.0M | 0.00% | −103,517−38.2% | Reduced |
| Woodline Partners LP | 162,475 | $16.5M | 0.20% | −151,445−48.2% | Reduced |
| Two Sigma Investments, LP | 162,215 | $16.5M | 0.04% | +84,686+109.2% | Added |
| Segall Bryant & Hamill, LLC | 142,054 | $14.4M | 0.15% | +649+0.5% | Added |
| Impax Asset Management Group plc | 136,086 | $13.8M | 0.06% | 00.0% | Unchanged |
| Vista Equity Partners Management, LLC | 120,552 | $12.3M | 0.28% | +693+0.6% | Added |
| Tensile Capital Management LP | 115,000 | $11.7M | 1.51% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 113,451 | $11.5M | 0.02% | −6,632−5.5% | Reduced |
| Federated Hermes, Inc. | 112,669 | $11.5M | 0.03% | −292−0.3% | Reduced |
| AXA S.A. | 112,191 | $11.4M | 0.04% | −8,943−7.4% | Reduced |
| Credit Suisse AG | 110,677 | $11.3M | 0.01% | −54,859−33.1% | Reduced |
| Swiss National Bank | 107,121 | $10.9M | 0.01% | +7,300+7.3% | Added |
| Royal Bank of Canada | 102,911 | $10.5M | 0.00% | −2,139−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 90,996 | $9.25M | 0.14% | −1,647−1.8% | Reduced |
| California Public Employees Retirement System | 88,733 | $9.02M | 0.01% | +4,390+5.2% | Added |
| Royce & Associates LP | 88,305 | $8.98M | 0.09% | +45,535+106.5% | Added |
| Frontier Capital Management Co LLC | 86,200 | $8.76M | 0.08% | −403−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 84,974 | $8.64M | 0.10% | +67,139+376.4% | Added |
| Bessemer Group Inc | 83,268 | $8.46M | 0.02% | +9,296+12.6% | Added |
| Jane Street Group, LLC | 76,803 | $7.81M | 0.01% | +6,273+8.9% | Added |
| Numerai GP LLC | 76,440 | $7.77M | 1.58% | +47,993+168.7% | Added |
| EULAV Asset Management | 76,400 | $7.77M | 0.29% | 00.0% | Unchanged |
| Kopp Family Office, LLC | 76,386 | $7.76M | 4.17% | +32,179+72.8% | Added |
| Swedbank AB | 70,000 | $7.12M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 69,345 | $7.05M | 0.01% | +1,003+1.5% | Added |
| G2 Investment Partners Management LLC | 67,214 | $6.83M | 1.68% | −20,500−23.4% | Reduced |
| Advantage Alpha Capital Partners LP | 66,961 | $6.81M | 1.36% | +4,484+7.2% | Added |
| Great West Life Assurance Co | 66,549 | $6.77M | 0.02% | +8,072+13.8% | Added |
| King Luther Capital Management Corp | 63,340 | $6.44M | 0.03% | +3,080+5.1% | Added |
| Orser Capital Management, LLC | 62,382 | $6.34M | 6.46% | +965+1.6% | Added |
| Moody Aldrich Partners LLC | 60,353 | $6.14M | 1.19% | +22,255+58.4% | Added |
| State of Wisconsin Investment Board | 59,770 | $6.08M | 0.02% | −1,932−3.1% | Reduced |
| California State Teachers Retirement System | 59,578 | $6.06M | 0.01% | +1,230+2.1% | Added |
| Alliancebernstein L.P. | 57,141 | $5.81M | 0.00% | +523+0.9% | Added |
| Ingalls & Snyder LLC | 54,087 | $5.50M | 0.27% | −2,589−4.6% | Reduced |
| UBS Asset Management Americas Inc | 50,980 | $5.22M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 48,635 | $4.94M | 0.01% | −768−1.6% | Reduced |
| Legal & General Group Plc | 46,620 | $4.74M | 0.00% | +1,430+3.2% | Added |
| Resources Investment Advisors, LLC. | 43,486 | $4.42M | 0.10% | +200.0% | Added |
| Next Century Growth Investors LLC | 39,855 | $4.05M | 0.39% | +14,575+57.7% | Added |
| Allspring Global Investments Holdings, LLC | 39,809 | $4.05M | 0.01% | −2,387−5.7% | Reduced |
| Citigroup Inc | 38,617 | $3.93M | 0.01% | +16,125+71.7% | Added |
| Occudo Quantitative Strategies LP | 37,822 | $3.84M | 0.40% | +37,822 | New |
| TD Asset Management Inc | 35,900 | $3.65M | 0.00% | −1,600−4.3% | Reduced |
| Raymond James & Associates | 35,768 | $3.64M | 0.00% | −2,848−7.4% | Reduced |
| Balyasny Asset Management LLC | 35,730 | $3.63M | 0.01% | +7,589+27.0% | Added |
| Squarepoint Ops LLC | 34,616 | $3.52M | 0.02% | +26,193+311.0% | Added |
| Man Group plc | 34,243 | $3.48M | 0.01% | – | – |
| Trexquant Investment LP | 34,189 | $3.48M | 0.09% | +34,189 | New |