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 |
|---|---|---|---|---|---|
| US Bancorp | 28,395 | $2.89M | 0.00% | +2,832+11.1% | Added |
| HighTower Advisors, LLC | 29,269 | $2.96M | 0.01% | −1,116−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 29,483 | $3.00M | 0.01% | −11,621−28.3% | Reduced |
| Alamar Capital Management, LLC | 30,006 | $3.05M | 2.24% | −5,988−16.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 33,062 | $3.36M | 1.11% | +155+0.5% | Added |
| Wells Fargo & Company | 33,468 | $3.40M | 0.00% | +13,119+64.5% | Added |
| Trexquant Investment LP | 34,189 | $3.48M | 0.09% | +34,189 | New |
| Man Group plc | 34,243 | $3.48M | 0.01% | – | – |
| Squarepoint Ops LLC | 34,616 | $3.52M | 0.02% | +26,193+311.0% | Added |
| Balyasny Asset Management LLC | 35,730 | $3.63M | 0.01% | +7,589+27.0% | Added |
| Raymond James & Associates | 35,768 | $3.64M | 0.00% | −2,848−7.4% | Reduced |
| TD Asset Management Inc | 35,900 | $3.65M | 0.00% | −1,600−4.3% | Reduced |
| Occudo Quantitative Strategies LP | 37,822 | $3.84M | 0.40% | +37,822 | New |
| Citigroup Inc | 38,617 | $3.93M | 0.01% | +16,125+71.7% | Added |
| Allspring Global Investments Holdings, LLC | 39,809 | $4.05M | 0.01% | −2,387−5.7% | Reduced |
| Next Century Growth Investors LLC | 39,855 | $4.05M | 0.39% | +14,575+57.7% | Added |
| Resources Investment Advisors, LLC. | 43,486 | $4.42M | 0.10% | +200.0% | Added |
| Legal & General Group Plc | 46,620 | $4.74M | 0.00% | +1,430+3.2% | Added |
| Stifel Financial Corp | 48,635 | $4.94M | 0.01% | −768−1.6% | Reduced |
| UBS Asset Management Americas Inc | 50,980 | $5.22M | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 54,087 | $5.50M | 0.27% | −2,589−4.6% | Reduced |
| Alliancebernstein L.P. | 57,141 | $5.81M | 0.00% | +523+0.9% | Added |
| California State Teachers Retirement System | 59,578 | $6.06M | 0.01% | +1,230+2.1% | Added |
| State of Wisconsin Investment Board | 59,770 | $6.08M | 0.02% | −1,932−3.1% | Reduced |
| Moody Aldrich Partners LLC | 60,353 | $6.14M | 1.19% | +22,255+58.4% | Added |
| Orser Capital Management, LLC | 62,382 | $6.34M | 6.46% | +965+1.6% | Added |
| King Luther Capital Management Corp | 63,340 | $6.44M | 0.03% | +3,080+5.1% | Added |
| Great West Life Assurance Co | 66,549 | $6.77M | 0.02% | +8,072+13.8% | Added |
| Advantage Alpha Capital Partners LP | 66,961 | $6.81M | 1.36% | +4,484+7.2% | Added |
| G2 Investment Partners Management LLC | 67,214 | $6.83M | 1.68% | −20,500−23.4% | Reduced |
| Rhumbline Advisers | 69,345 | $7.05M | 0.01% | +1,003+1.5% | Added |
| Swedbank AB | 70,000 | $7.12M | 0.01% | 00.0% | Unchanged |
| Kopp Family Office, LLC | 76,386 | $7.76M | 4.17% | +32,179+72.8% | Added |
| EULAV Asset Management | 76,400 | $7.77M | 0.29% | 00.0% | Unchanged |
| Numerai GP LLC | 76,440 | $7.77M | 1.58% | +47,993+168.7% | Added |
| Jane Street Group, LLC | 76,803 | $7.81M | 0.01% | +6,273+8.9% | Added |
| Bessemer Group Inc | 83,268 | $8.46M | 0.02% | +9,296+12.6% | Added |
| ExodusPoint Capital Management, LP | 84,974 | $8.64M | 0.10% | +67,139+376.4% | Added |
| Frontier Capital Management Co LLC | 86,200 | $8.76M | 0.08% | −403−0.5% | Reduced |
| Royce & Associates LP | 88,305 | $8.98M | 0.09% | +45,535+106.5% | Added |
| California Public Employees Retirement System | 88,733 | $9.02M | 0.01% | +4,390+5.2% | Added |
| Oppenheimer Asset Management Inc. | 90,996 | $9.25M | 0.14% | −1,647−1.8% | Reduced |
| Royal Bank of Canada | 102,911 | $10.5M | 0.00% | −2,139−2.0% | Reduced |
| Swiss National Bank | 107,121 | $10.9M | 0.01% | +7,300+7.3% | Added |
| Credit Suisse AG | 110,677 | $11.3M | 0.01% | −54,859−33.1% | Reduced |
| AXA S.A. | 112,191 | $11.4M | 0.04% | −8,943−7.4% | Reduced |
| Federated Hermes, Inc. | 112,669 | $11.5M | 0.03% | −292−0.3% | Reduced |
| Russell Investments Group, Ltd. | 113,451 | $11.5M | 0.02% | −6,632−5.5% | Reduced |
| Tensile Capital Management LP | 115,000 | $11.7M | 1.51% | 00.0% | Unchanged |
| Vista Equity Partners Management, LLC | 120,552 | $12.3M | 0.28% | +693+0.6% | Added |
| Impax Asset Management Group plc | 136,086 | $13.8M | 0.06% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 142,054 | $14.4M | 0.15% | +649+0.5% | Added |
| Two Sigma Investments, LP | 162,215 | $16.5M | 0.04% | +84,686+109.2% | Added |
| Woodline Partners LP | 162,475 | $16.5M | 0.20% | −151,445−48.2% | Reduced |
| Goldman Sachs Group Inc | 167,634 | $17.0M | 0.00% | −103,517−38.2% | Reduced |
| Natixis Advisors, L.P. | 178,708 | $18.2M | 0.06% | +8,258+4.8% | Added |
| Envestnet Asset Management Inc | 180,157 | $18.3M | 0.01% | −8,410−4.5% | Reduced |
| Redwood Investments, LLC | 190,993 | $19.4M | 2.37% | +2,949+1.6% | Added |
| Two Sigma Advisers, LP | 223,900 | $22.8M | 0.06% | +61,400+37.8% | Added |
| Wellington Management Group LLP | 240,052 | $24.4M | 0.00% | −10,691−4.3% | Reduced |
| Millennium Management LLC | 247,366 | $25.1M | 0.03% | +115,703+87.9% | Added |
| SEI Investments Co | 257,680 | $26.2M | 0.05% | +87,026+51.0% | Added |
| Morgan Stanley | 261,955 | $26.6M | 0.00% | +3,006+1.2% | Added |
| Loomis Sayles & Co L P | 263,778 | $26.8M | 0.04% | +263,778 | New |
| D. E. Shaw & Co., Inc. | 265,497 | $27.0M | 0.04% | +4,245+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 273,328 | $27.8M | 0.06% | −74,177−21.3% | Reduced |
| TimesSquare Capital Management, LLC | 285,639 | $29.0M | 0.42% | −38,550−11.9% | Reduced |
| UBS Group AG | 302,037 | $30.7M | 0.01% | +26,304+9.5% | Added |
| William Blair Investment Management, LLC | 339,173 | $34.5M | 0.11% | +8,112+2.5% | Added |
| Bank of America Corp | 339,402 | $34.5M | 0.00% | +25,249+8.0% | Added |
| Kames Capital plc | 342,291 | $34.8M | 0.56% | +28,248+9.0% | Added |
| New York State Common Retirement Fund | 358,040 | $36.4M | 0.05% | +39,515+12.4% | Added |
| Nuveen Asset Management, LLC | 361,808 | $36.8M | 0.01% | −19,088−5.0% | Reduced |
| Bank of New York Mellon Corp | 368,115 | $37.4M | 0.01% | +36,527+11.0% | Added |
| Deutsche Bank AG | 378,026 | $38.4M | 0.02% | +58,535+18.3% | Added |
| Praesidium Investment Management Company, LLC | 380,290 | $38.7M | 3.51% | −268,713−41.4% | Reduced |
| Charles Schwab Investment Management Inc | 380,802 | $38.7M | 0.01% | +9,141+2.5% | Added |
| Price T Rowe Associates Inc | 395,128 | $40.2M | 0.01% | −445,059−53.0% | Reduced |
| Ranger Investment Management, L.P. | 407,211 | $41.4M | 2.49% | +12,330+3.1% | Added |
| Granahan Investment Management Inc | 453,834 | $46.1M | 1.42% | −25,435−5.3% | Reduced |
| Clearbridge Investments, LLC | 456,631 | $46.4M | 0.04% | −4,905−1.1% | Reduced |
| Standard Life Aberdeen plc | 484,838 | $49.3M | 0.11% | −105,091−17.8% | Reduced |
| Norges Bank | 491,908 | $50.0M | 0.01% | +32,925+7.2% | Added |
| DF Dent & Co Inc | 533,699 | $54.3M | 0.73% | −151,020−22.1% | Reduced |
| Northern Trust Corp | 592,235 | $60.2M | 0.01% | +29,704+5.3% | Added |
| Renaissance Technologies LLC | 623,100 | $63.3M | 0.09% | +12,000+2.0% | Added |
| First Trust Advisors LP | 631,911 | $64.2M | 0.07% | +1,287+0.2% | Added |
| Sculptor Capital LP | 656,500 | $66.7M | 1.75% | +316,200+92.9% | Added |
| Invesco Ltd. | 778,443 | $79.1M | 0.02% | +47,846+6.5% | Added |
| Mairs & Power Inc | 806,108 | $81.9M | 0.89% | −43,283−5.1% | Reduced |
| Thrivent Financial for Lutherans | 911,924 | $92.7M | 0.21% | +41,603+4.8% | Added |
| Geode Capital Management, LLC | 916,651 | $93.2M | 0.01% | +51,995+6.0% | Added |
| Conestoga Capital Advisors, LLC | 918,310 | $93.4M | 1.48% | −8,965−1.0% | Reduced |
| JPMorgan Chase & Co | 956,666 | $97.3M | 0.01% | +85,298+9.8% | Added |
| Brown Capital Management LLC | 992,081 | $100.9M | 1.43% | +301,835+43.7% | Added |
| State Street Corp | 1,064,613 | $108.2M | 0.01% | +38,107+3.7% | Added |
| Champlain Investment Partners, LLC | 1,152,255 | $117.1M | 0.72% | −258,435−18.3% | Reduced |
| Artisan Partners Limited Partnership | 1,171,580 | $119.1M | 0.19% | −22,676−1.9% | Reduced |
| Brown Advisory Inc | 1,202,419 | $122.2M | 0.19% | −146,486−10.9% | Reduced |
| Ameriprise Financial Inc | 1,421,524 | $144.5M | 0.05% | −130,864−8.4% | Reduced |