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 |
|---|---|---|---|---|---|
| Corton Capital Inc. | 3,451 | $350.8K | 0.16% | +3,451 | New |
| JustInvest LLC | 3,517 | $357.5K | 0.01% | +263+8.1% | Added |
| We Are One Seven, LLC | 3,613 | $367.3K | 0.03% | −130−3.5% | Reduced |
| Sonora Investment Management Group, LLC | 3,619 | $367.9K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,679 | $374.0K | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,720 | $378.0K | 0.00% | −1,422−27.7% | Reduced |
| AtonRa Partners | 3,790 | $385.3K | 0.60% | −755−16.6% | Reduced |
| Inspire Advisors, LLC | 3,873 | $393.7K | 0.08% | +3,873 | New |
| Xponance, Inc. | 3,968 | $403.4K | 0.01% | +1,203+43.5% | Added |
| New York Life Investment Management LLC | 4,017 | $408.4K | 0.00% | −748−15.7% | Reduced |
| Petrus Trust Company, LTA | 4,018 | $408.5K | 0.05% | +1,416+54.4% | Added |
| Hantz Financial Services, Inc. | 4,029 | $410.0K | 0.01% | −47−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,041 | $410.8K | 0.02% | +212+5.5% | Added |
| Foster Group, Inc. | 4,229 | $429.9K | 0.03% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,287 | $435.8K | 0.19% | −602−12.3% | Reduced |
| Sage Rhino Capital LLC | 4,529 | $460.4K | 0.13% | 00.0% | Unchanged |
| DC Investments Management, LLC | 4,559 | $463.5K | 0.53% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,441 | $466.0K | 0.01% | +4+0.1% | Added |
| LPL Financial LLC | 4,634 | $471.1K | 0.00% | −79−1.7% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $484.0K | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,835 | $491.5K | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,001 | $495.6K | 0.00% | +5,001 | New |
| Transatlantique Private Wealth LLC | 4,884 | $496.5K | 0.26% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,003 | $509.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,065 | $514.9K | 0.00% | −119−2.3% | Reduced |
| Commerce Bank | 5,075 | $515.9K | 0.00% | −218−4.1% | Reduced |
| STRS Ohio | 5,300 | $538.0K | 0.00% | +700+15.2% | Added |
| Voloridge Investment Management, LLC | 5,467 | $555.8K | 0.00% | +5,467 | New |
| Voya Financial Advisors, Inc. | 5,550 | $561.9K | 0.07% | −50−0.9% | Reduced |
| HSBC Holdings PLC | 5,648 | $574.8K | 0.00% | −3,422−37.7% | Reduced |
| Pictet Asset Management SA | 5,712 | $580.7K | 0.00% | +234+4.3% | Added |
| Principal Financial Group Inc | 5,777 | $587.3K | 0.00% | +540+10.3% | Added |
| Vestmark Advisory Solutions, Inc. | 6,113 | $621.4K | 0.02% | −338−5.2% | Reduced |
| First Republic Investment Management, Inc. | 6,380 | $648.6K | 0.00% | −14−0.2% | Reduced |
| ProShare Advisors LLC | 6,655 | $676.5K | 0.00% | +814+13.9% | Added |
| Prudential Financial Inc | 6,696 | $680.7K | 0.00% | −1,196−15.2% | Reduced |
| Engineers Gate Manager LP | 6,775 | $688.7K | 0.03% | +4,414+187.0% | Added |
| Handelsbanken Fonder AB | 6,900 | $701.0K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 6,976 | $709.2K | 0.41% | −1,353−16.2% | Reduced |
| Virginia Retirement Systems Et Al | 7,000 | $711.6K | 0.01% | −100−1.4% | Reduced |
| Diversified Trust Co | 7,095 | $721.3K | 0.03% | −1,325−15.7% | Reduced |
| Aquatic Capital Management LLC | 7,100 | $722.0K | 0.04% | +4,200+144.8% | Added |
| Icon Wealth Partners, LLC | 7,105 | $722.3K | 0.08% | −1,056−12.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,200 | $732.0K | 0.01% | +200+2.9% | Added |
| CWM, LLC | 7,197 | $732.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 7,122 | $732.6K | 0.00% | +557+8.5% | Added |
| Amalgamated Bank | 7,395 | $752.0K | 0.01% | +634+9.4% | Added |
| FDx Advisors, Inc. | 7,787 | $792.0K | 0.04% | +4,215+118.0% | Added |
| Jefferies Financial Group Inc. | 7,800 | $792.9K | 0.02% | −9,170−54.0% | Reduced |
| MML Investors Services, LLC | 7,989 | $812.0K | 0.00% | −507−6.0% | Reduced |
| Vancity Investment Management Ltd | 7,999 | $813.0K | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,545 | $868.7K | 0.00% | +924+12.1% | Added |
| Schonfeld Strategic Advisors LLC | 8,600 | $874.3K | 0.01% | −5,773−40.2% | Reduced |
| Empower Advisory Group, LLC | 8,683 | $882.7K | 0.00% | +12+0.1% | Added |
| Glenmede Trust Co NA | 8,755 | $896.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 8,845 | $899.2K | 0.18% | +8,845 | New |
| Centiva Capital, LP | 9,452 | $960.9K | 0.05% | +3,386+55.8% | Added |
| Dark Forest Capital Management LP | 9,793 | $995.6K | 0.10% | +9,793 | New |
| Bell Bank | 10,401 | $1.06M | 0.11% | −537−4.9% | Reduced |
| Talbot Financial, LLC | 10,500 | $1.07M | 0.18% | 00.0% | Unchanged |
| Jump Financial, LLC | 10,699 | $1.09M | 0.04% | +10,699 | New |
| Alps Advisors Inc | 11,242 | $1.14M | 0.01% | −308−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,599 | $1.18M | 0.00% | −14−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 11,843 | $1.20M | 0.00% | −2,365−16.6% | Reduced |
| Silvercrest Asset Management Group LLC | 12,550 | $1.28M | 0.01% | −183,454−93.6% | Reduced |
| Quadrature Capital Ltd | 12,628 | $1.28M | 0.03% | +12,628 | New |
| Vontobel Holding Ltd. | 12,872 | $1.31M | 0.01% | −13,061−50.4% | Reduced |
| Financial Counselors Inc | 13,064 | $1.33M | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 13,654 | $1.39M | 0.10% | −700−4.9% | Reduced |
| Arizona State Retirement System | 13,821 | $1.41M | 0.01% | +428+3.2% | Added |
| State Board of Administration of Florida Retirement System | 13,890 | $1.41M | 0.00% | −1,370−9.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 14,190 | $1.44M | 0.03% | −487−3.3% | Reduced |
| Natixis | 14,326 | $1.46M | 0.01% | +14,326 | New |
| Susquehanna International Group, LLP | 14,460 | $1.47M | 0.00% | −44,734−75.6% | Reduced |
| The PNC Financial Services Group, Inc. | 15,108 | $1.54M | 0.00% | −839−5.3% | Reduced |
| Quantbot Technologies LP | 15,260 | $1.55M | 0.10% | +15,060+7,530.0% | Added |
| Calamos Advisors LLC | 15,937 | $1.62M | 0.01% | −5,513−25.7% | Reduced |
| Ensign Peak Advisors, Inc | 16,230 | $1.65M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,985 | $1.73M | 0.01% | +2,828+20.0% | Added |
| Mariner, LLC | 17,701 | $1.80M | 0.00% | −307−1.7% | Reduced |
| Cetera Advisor Networks LLC | 17,728 | $1.80M | 0.01% | −1,041−5.5% | Reduced |
| Azzad Asset Management Inc | 17,997 | $1.83M | 0.25% | −90.0% | Reduced |
| Assenagon Asset Management S.A. | 18,453 | $1.88M | 0.01% | +18,453 | New |
| Captrust Financial Advisors | 18,742 | $1.91M | 0.01% | +473+2.6% | Added |
| Barclays PLC | 18,972 | $1.93M | 0.00% | −19,020−50.1% | Reduced |
| Simplex Trading, LLC | 18,988 | $1.93M | 0.08% | +18,988 | New |
| Janney Montgomery Scott LLC | 19,016 | $1.93M | 0.01% | −247−1.3% | Reduced |
| Voya Investment Management LLC | 19,246 | $1.96M | 0.00% | −96,560−83.4% | Reduced |
| Manufacturers Life Insurance Company, The | 19,880 | $2.02M | 0.00% | +428+2.2% | Added |
| Legacy Bridge, LLC | 20,334 | $2.07M | 1.38% | +11,880+140.5% | Added |
| George Kaiser Family Foundation | 21,574 | $2.19M | 0.38% | −12,890−37.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 22,658 | $2.30M | 0.21% | +1,646+7.8% | Added |
| Janus Henderson Group PLC | 23,028 | $2.34M | 0.00% | −21−0.1% | Reduced |
| American International Group, Inc. | 23,555 | $2.39M | 0.01% | +542+2.4% | Added |
| Advisory Research Inc | 24,494 | $2.49M | 0.32% | +763+3.2% | Added |
| MetLife Investment Management | 25,785 | $2.62M | 0.02% | +797+3.2% | Added |
| Dorsey & Whitney Trust CO LLC | 25,789 | $2.62M | 0.22% | +637+2.5% | Added |
| State of New Jersey Common Pension Fund D | 26,751 | $2.72M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 26,938 | $2.74M | 0.02% | +1,800+7.2% | Added |
| Mutual of America Capital Management LLC | 27,800 | $2.83M | 0.03% | +27,800 | New |