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 |
|---|---|---|---|---|---|
| FMR LLC | 1,620,404 | $164.7M | 0.01% | −127,389−7.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,624,550 | $165.2M | 0.11% | −40,811−2.5% | Reduced |
| Macquarie Group Ltd | 1,882,793 | $191.4M | 0.22% | +619,861+49.1% | Added |
| Riverbridge Partners LLC | 2,094,779 | $213.0M | 2.68% | +83,805+4.2% | Added |
| BlackRock Inc. | 3,746,845 | $380.9M | 0.01% | +303,670+8.8% | Added |
| Vanguard Group Inc | 4,889,661 | $497.1M | 0.01% | +219,681+4.7% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −137,248−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −106,312−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −100,896−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,088−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −18,305−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −14,183−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,032−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −8,389−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,540−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −7,105−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,032−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,541−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −9,162−100.0% | Sold out |
| Stonnington Group, LLC | – | – | – | – | Not filed |