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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $204 | 0.00% | −1−33.3% | Reduced |
| Crewe Advisors LLC | 2 | $204 | 0.00% | +2 | New |
| IFP Advisors, Inc | 9 | $236 | 0.00% | −5−35.7% | Reduced |
| Glassman Wealth Services | 3 | $305 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $407 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $610 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $610 | 0.00% | +6 | New |
| Baystate Wealth Management LLC | 9 | $915 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $1.02K | 0.00% | +10 | New |
| Baker Avenue Asset Management, LP | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $2.24K | 0.00% | −27−55.1% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 25 | $2.54K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $3.15K | 0.00% | −6−16.2% | Reduced |
| Hillsdale Investment Management Inc. | 35 | $3.56K | 0.00% | +35 | New |
| MCF Advisors LLC | 49 | $4.98K | 0.00% | +16+48.5% | Added |
| Iron Horse Wealth Management, LLC | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $5.18K | 0.00% | −14−21.5% | Reduced |
| TD Private Client Wealth LLC | 52 | $5.29K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $5.39K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $5.39K | 0.00% | +53 | New |
| Lindbrook Capital, LLC | 56 | $5.69K | 0.00% | −6−9.7% | Reduced |
| Globeflex Capital L P | 71 | $7.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 75 | $7.63K | 0.00% | +11+17.2% | Added |
| Covestor Ltd | 92 | $9.00K | 0.01% | +2+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 103 | $10.5K | 0.00% | −12−10.4% | Reduced |
| Colonial Trust Co | 108 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $12.0K | 0.00% | −8−6.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 120 | $12.2K | 0.00% | +103+605.9% | Added |
| Quadrant Capital Group LLC | 142 | $14.4K | 0.00% | −67−32.1% | Reduced |
| Elequin Capital LP | 160 | $16.3K | 0.01% | +160 | New |
| Sunbelt Securities, Inc. | 169 | $17.2K | 0.00% | +79+87.8% | Added |
| Huntington National Bank | 175 | $17.8K | 0.00% | −10−5.4% | Reduced |
| Arcadia Investment Management Corp | 188 | $19.1K | 0.00% | −106−36.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 212 | $21.0K | 0.00% | −196−48.0% | Reduced |
| Proequities, Inc. | 226 | $23.0K | 0.00% | −51−18.4% | Reduced |
| Parallel Advisors, LLC | 237 | $24.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 262 | $26.6K | 0.01% | +262 | New |
| Cullen/Frost Bankers, Inc. | 339 | $34.5K | 0.00% | −88−20.6% | Reduced |
| State of Wyoming | 372 | $37.8K | 0.01% | −94−20.2% | Reduced |
| GHP Investment Advisors, Inc. | 394 | $40.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $50.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 586 | $59.6K | 0.01% | −15−2.5% | Reduced |
| First Horizon Advisors, Inc. | 599 | $60.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 857 | $87.1K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 900 | $91.5K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 905 | $92.0K | 0.00% | −960−51.5% | Reduced |
| Pinebridge Investments, L.P. | 960 | $97.6K | 0.00% | +960 | New |
| Signaturefd, LLC | 963 | $97.9K | 0.00% | +25+2.7% | Added |
| Benjamin Edwards Inc | 994 | $101.0K | 0.02% | −100−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,179 | $119.9K | 0.02% | +321+37.4% | Added |
| Hills Bank & Trust Co | 1,185 | $120.5K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,225 | $124.5K | 0.00% | +1,079+739.0% | Added |
| City State Bank | 1,275 | $130.0K | 0.07% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $132.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,450 | $147.4K | 0.00% | −54−3.6% | Reduced |
| Fifth Third Bancorp | 1,572 | $159.8K | 0.00% | +101+6.9% | Added |
| Stonebridge Capital Advisors LLC | 1,596 | $162.2K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,725 | $175.4K | 0.00% | −769−30.8% | Reduced |
| Paladin Advisory Group, LLC | 1,857 | $188.8K | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,000 | $203.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,000 | $203.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,011 | $204.0K | 0.03% | +2,011 | New |
| Wedbush Securities Inc | 2,030 | $206.0K | 0.01% | −311−13.3% | Reduced |
| Parkside Financial Bank & Trust | 2,069 | $210.3K | 0.05% | +108+5.5% | Added |
| Mercer Global Advisors Inc | 2,219 | $226.0K | 0.00% | −193−8.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,228 | $226.5K | 0.00% | −19−0.8% | Reduced |
| Contravisory Investment Management, Inc. | 2,246 | $228.3K | 0.06% | +2,246 | New |
| American Century Companies Inc | 2,280 | $231.8K | 0.00% | −26−1.1% | Reduced |
| Neuberger Berman Group LLC | 2,371 | $241.0K | 0.00% | −519−18.0% | Reduced |
| Advisors Asset Management, Inc. | 2,377 | $241.6K | 0.00% | −1,572−39.8% | Reduced |
| Stephenson National Bank & Trust | 2,387 | $242.7K | 0.13% | +105+4.6% | Added |
| Summit Global Investments | 2,400 | $244.0K | 0.02% | +2,400 | New |
| Quantinno Capital Management LP | 2,459 | $250.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,499 | $254.0K | 0.04% | +2,499 | New |
| Atria Wealth Solutions, Inc. | 2,512 | $255.4K | 0.00% | −7−0.3% | Reduced |
| Wealth Alliance | 2,517 | $255.9K | 0.04% | +164+7.0% | Added |
| GWM Advisors LLC | 2,553 | $259.5K | 0.00% | +43+1.7% | Added |
| Blair William & Co | 2,655 | $269.9K | 0.00% | −15−0.6% | Reduced |
| Verition Fund Management LLC | 2,665 | $270.9K | 0.00% | +2,665 | New |
| Metropolitan Life Insurance Co | 2,672 | $271.6K | 0.01% | +99+3.8% | Added |
| Gsa Capital Partners LLP | 2,736 | $278.0K | 0.03% | +2,736 | New |
| Mount Yale Investment Advisors, LLC | 2,742 | $278.8K | 0.03% | −630−18.7% | Reduced |
| Shell Asset Management Co | 2,745 | $279.0K | 0.01% | +2,745 | New |
| Harvest Management LLC | 3,000 | $305.0K | 0.31% | −2,300−43.4% | Reduced |
| MQS Management LLC | 3,011 | $306.1K | 0.21% | +3,011 | New |
| Baird Financial Group, Inc. | 3,084 | $313.5K | 0.00% | −331−9.7% | Reduced |
| Baron Wealth Management LLC | 3,097 | $314.8K | 0.20% | +25+0.8% | Added |
| Dimensional Fund Advisors LP | 3,128 | $318.0K | 0.00% | +3,128 | New |
| Brinker Capital Investments, LLC | 3,161 | $321.3K | 0.00% | +1,092+52.8% | Added |
| Orion Portfolio Solutions, LLC | 3,161 | $321.3K | 0.00% | +1,092+52.8% | Added |
| Hardy Reed LLC | 3,225 | $327.9K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 3,255 | $330.9K | 0.00% | +173+5.6% | Added |
| Truist Financial Corp | 3,437 | $349.4K | 0.00% | −899−20.7% | Reduced |