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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 33,468 | $3.40M | 0.00% | +13,119+64.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 33,062 | $3.36M | 1.11% | +155+0.5% | Added |
| Alamar Capital Management, LLC | 30,006 | $3.05M | 2.24% | −5,988−16.6% | Reduced |
| BNP Paribas Arbitrage, SA | 29,483 | $3.00M | 0.01% | −11,621−28.3% | Reduced |
| HighTower Advisors, LLC | 29,269 | $2.96M | 0.01% | −1,116−3.7% | Reduced |
| US Bancorp | 28,395 | $2.89M | 0.00% | +2,832+11.1% | Added |
| Mutual of America Capital Management LLC | 27,800 | $2.83M | 0.03% | +27,800 | New |
| Jacobs Levy Equity Management, Inc | 26,938 | $2.74M | 0.02% | +1,800+7.2% | Added |
| State of New Jersey Common Pension Fund D | 26,751 | $2.72M | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 25,789 | $2.62M | 0.22% | +637+2.5% | Added |
| MetLife Investment Management | 25,785 | $2.62M | 0.02% | +797+3.2% | Added |
| Advisory Research Inc | 24,494 | $2.49M | 0.32% | +763+3.2% | Added |
| American International Group, Inc. | 23,555 | $2.39M | 0.01% | +542+2.4% | Added |
| Janus Henderson Group PLC | 23,028 | $2.34M | 0.00% | −21−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 22,658 | $2.30M | 0.21% | +1,646+7.8% | Added |
| George Kaiser Family Foundation | 21,574 | $2.19M | 0.38% | −12,890−37.4% | Reduced |
| Legacy Bridge, LLC | 20,334 | $2.07M | 1.38% | +11,880+140.5% | Added |
| Manufacturers Life Insurance Company, The | 19,880 | $2.02M | 0.00% | +428+2.2% | Added |
| Voya Investment Management LLC | 19,246 | $1.96M | 0.00% | −96,560−83.4% | Reduced |
| Janney Montgomery Scott LLC | 19,016 | $1.93M | 0.01% | −247−1.3% | Reduced |
| Simplex Trading, LLC | 18,988 | $1.93M | 0.08% | +18,988 | New |
| Barclays PLC | 18,972 | $1.93M | 0.00% | −19,020−50.1% | Reduced |
| Captrust Financial Advisors | 18,742 | $1.91M | 0.01% | +473+2.6% | Added |
| Assenagon Asset Management S.A. | 18,453 | $1.88M | 0.01% | +18,453 | New |
| Azzad Asset Management Inc | 17,997 | $1.83M | 0.25% | −90.0% | Reduced |
| Cetera Advisor Networks LLC | 17,728 | $1.80M | 0.01% | −1,041−5.5% | Reduced |
| Mariner, LLC | 17,701 | $1.80M | 0.00% | −307−1.7% | Reduced |
| Los Angeles Capital Management LLC | 16,985 | $1.73M | 0.01% | +2,828+20.0% | Added |
| Ensign Peak Advisors, Inc | 16,230 | $1.65M | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 15,937 | $1.62M | 0.01% | −5,513−25.7% | Reduced |
| Quantbot Technologies LP | 15,260 | $1.55M | 0.10% | +15,060+7,530.0% | Added |
| The PNC Financial Services Group, Inc. | 15,108 | $1.54M | 0.00% | −839−5.3% | Reduced |
| Susquehanna International Group, LLP | 14,460 | $1.47M | 0.00% | −44,734−75.6% | Reduced |
| Natixis | 14,326 | $1.46M | 0.01% | +14,326 | New |
| Weiss Multi-Strategy Advisers LLC | 14,190 | $1.44M | 0.03% | −487−3.3% | Reduced |
| State Board of Administration of Florida Retirement System | 13,890 | $1.41M | 0.00% | −1,370−9.0% | Reduced |
| Arizona State Retirement System | 13,821 | $1.41M | 0.01% | +428+3.2% | Added |
| Moody National Bank Trust Division | 13,654 | $1.39M | 0.10% | −700−4.9% | Reduced |
| Financial Counselors Inc | 13,064 | $1.33M | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,872 | $1.31M | 0.01% | −13,061−50.4% | Reduced |
| Quadrature Capital Ltd | 12,628 | $1.28M | 0.03% | +12,628 | New |
| Silvercrest Asset Management Group LLC | 12,550 | $1.28M | 0.01% | −183,454−93.6% | Reduced |
| Advisor Group Holdings, Inc. | 11,843 | $1.20M | 0.00% | −2,365−16.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,599 | $1.18M | 0.00% | −14−0.1% | Reduced |
| Alps Advisors Inc | 11,242 | $1.14M | 0.01% | −308−2.7% | Reduced |
| Jump Financial, LLC | 10,699 | $1.09M | 0.04% | +10,699 | New |
| Talbot Financial, LLC | 10,500 | $1.07M | 0.18% | 00.0% | Unchanged |
| Bell Bank | 10,401 | $1.06M | 0.11% | −537−4.9% | Reduced |
| Dark Forest Capital Management LP | 9,793 | $995.6K | 0.10% | +9,793 | New |
| Centiva Capital, LP | 9,452 | $960.9K | 0.05% | +3,386+55.8% | Added |
| Harbor Capital Advisors, Inc. | 8,845 | $899.2K | 0.18% | +8,845 | New |
| Glenmede Trust Co NA | 8,755 | $896.6K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,683 | $882.7K | 0.00% | +12+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 8,600 | $874.3K | 0.01% | −5,773−40.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,545 | $868.7K | 0.00% | +924+12.1% | Added |
| Vancity Investment Management Ltd | 7,999 | $813.0K | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,989 | $812.0K | 0.00% | −507−6.0% | Reduced |
| Jefferies Financial Group Inc. | 7,800 | $792.9K | 0.02% | −9,170−54.0% | Reduced |
| FDx Advisors, Inc. | 7,787 | $792.0K | 0.04% | +4,215+118.0% | Added |
| Amalgamated Bank | 7,395 | $752.0K | 0.01% | +634+9.4% | Added |
| Bank of Montreal | 7,122 | $732.6K | 0.00% | +557+8.5% | Added |
| CWM, LLC | 7,197 | $732.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,200 | $732.0K | 0.01% | +200+2.9% | Added |
| Icon Wealth Partners, LLC | 7,105 | $722.3K | 0.08% | −1,056−12.9% | Reduced |
| Aquatic Capital Management LLC | 7,100 | $722.0K | 0.04% | +4,200+144.8% | Added |
| Diversified Trust Co | 7,095 | $721.3K | 0.03% | −1,325−15.7% | Reduced |
| Virginia Retirement Systems Et Al | 7,000 | $711.6K | 0.01% | −100−1.4% | Reduced |
| Affinity Investment Advisors, LLC | 6,976 | $709.2K | 0.41% | −1,353−16.2% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $701.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,775 | $688.7K | 0.03% | +4,414+187.0% | Added |
| Prudential Financial Inc | 6,696 | $680.7K | 0.00% | −1,196−15.2% | Reduced |
| ProShare Advisors LLC | 6,655 | $676.5K | 0.00% | +814+13.9% | Added |
| First Republic Investment Management, Inc. | 6,380 | $648.6K | 0.00% | −14−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,113 | $621.4K | 0.02% | −338−5.2% | Reduced |
| Principal Financial Group Inc | 5,777 | $587.3K | 0.00% | +540+10.3% | Added |
| Pictet Asset Management SA | 5,712 | $580.7K | 0.00% | +234+4.3% | Added |
| HSBC Holdings PLC | 5,648 | $574.8K | 0.00% | −3,422−37.7% | Reduced |
| Voya Financial Advisors, Inc. | 5,550 | $561.9K | 0.07% | −50−0.9% | Reduced |
| Voloridge Investment Management, LLC | 5,467 | $555.8K | 0.00% | +5,467 | New |
| STRS Ohio | 5,300 | $538.0K | 0.00% | +700+15.2% | Added |
| Commerce Bank | 5,075 | $515.9K | 0.00% | −218−4.1% | Reduced |
| Victory Capital Management Inc | 5,065 | $514.9K | 0.00% | −119−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $509.0K | 0.00% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,884 | $496.5K | 0.26% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,001 | $495.6K | 0.00% | +5,001 | New |
| First Hawaiian Bank | 4,835 | $491.5K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,764 | $484.0K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 4,634 | $471.1K | 0.00% | −79−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,441 | $466.0K | 0.01% | +4+0.1% | Added |
| DC Investments Management, LLC | 4,559 | $463.5K | 0.53% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,529 | $460.4K | 0.13% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,287 | $435.8K | 0.19% | −602−12.3% | Reduced |
| Foster Group, Inc. | 4,229 | $429.9K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,041 | $410.8K | 0.02% | +212+5.5% | Added |
| Hantz Financial Services, Inc. | 4,029 | $410.0K | 0.01% | −47−1.2% | Reduced |
| Petrus Trust Company, LTA | 4,018 | $408.5K | 0.05% | +1,416+54.4% | Added |
| New York Life Investment Management LLC | 4,017 | $408.4K | 0.00% | −748−15.7% | Reduced |
| Xponance, Inc. | 3,968 | $403.4K | 0.01% | +1,203+43.5% | Added |
| Inspire Advisors, LLC | 3,873 | $393.7K | 0.08% | +3,873 | New |
| AtonRa Partners | 3,790 | $385.3K | 0.60% | −755−16.6% | Reduced |