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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 3,720 | $378.0K | 0.00% | −1,422−27.7% | Reduced |
| Gilbert & Cook, Inc. | 3,679 | $374.0K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,619 | $367.9K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,613 | $367.3K | 0.03% | −130−3.5% | Reduced |
| JustInvest LLC | 3,517 | $357.5K | 0.01% | +263+8.1% | Added |
| Corton Capital Inc. | 3,451 | $350.8K | 0.16% | +3,451 | New |
| Truist Financial Corp | 3,437 | $349.4K | 0.00% | −899−20.7% | Reduced |
| Creative Planning | 3,255 | $330.9K | 0.00% | +173+5.6% | Added |
| Hardy Reed LLC | 3,225 | $327.9K | 0.06% | 00.0% | Unchanged |
| 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 |
| Dimensional Fund Advisors LP | 3,128 | $318.0K | 0.00% | +3,128 | New |
| Baron Wealth Management LLC | 3,097 | $314.8K | 0.20% | +25+0.8% | Added |
| Baird Financial Group, Inc. | 3,084 | $313.5K | 0.00% | −331−9.7% | Reduced |
| MQS Management LLC | 3,011 | $306.1K | 0.21% | +3,011 | New |
| Harvest Management LLC | 3,000 | $305.0K | 0.31% | −2,300−43.4% | Reduced |
| Shell Asset Management Co | 2,745 | $279.0K | 0.01% | +2,745 | New |
| Mount Yale Investment Advisors, LLC | 2,742 | $278.8K | 0.03% | −630−18.7% | Reduced |
| Gsa Capital Partners LLP | 2,736 | $278.0K | 0.03% | +2,736 | New |
| Metropolitan Life Insurance Co | 2,672 | $271.6K | 0.01% | +99+3.8% | Added |
| Verition Fund Management LLC | 2,665 | $270.9K | 0.00% | +2,665 | New |
| Blair William & Co | 2,655 | $269.9K | 0.00% | −15−0.6% | Reduced |
| GWM Advisors LLC | 2,553 | $259.5K | 0.00% | +43+1.7% | Added |
| Wealth Alliance | 2,517 | $255.9K | 0.04% | +164+7.0% | Added |
| Atria Wealth Solutions, Inc. | 2,512 | $255.4K | 0.00% | −7−0.3% | Reduced |
| FORA Capital, LLC | 2,499 | $254.0K | 0.04% | +2,499 | New |
| Quantinno Capital Management LP | 2,459 | $250.0K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 2,400 | $244.0K | 0.02% | +2,400 | New |
| Stephenson National Bank & Trust | 2,387 | $242.7K | 0.13% | +105+4.6% | Added |
| Advisors Asset Management, Inc. | 2,377 | $241.6K | 0.00% | −1,572−39.8% | Reduced |
| Neuberger Berman Group LLC | 2,371 | $241.0K | 0.00% | −519−18.0% | Reduced |
| American Century Companies Inc | 2,280 | $231.8K | 0.00% | −26−1.1% | Reduced |
| Contravisory Investment Management, Inc. | 2,246 | $228.3K | 0.06% | +2,246 | New |
| O'Shaughnessy Asset Management, LLC | 2,228 | $226.5K | 0.00% | −19−0.8% | Reduced |
| Mercer Global Advisors Inc | 2,219 | $226.0K | 0.00% | −193−8.0% | Reduced |
| Parkside Financial Bank & Trust | 2,069 | $210.3K | 0.05% | +108+5.5% | Added |
| Wedbush Securities Inc | 2,030 | $206.0K | 0.01% | −311−13.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,011 | $204.0K | 0.03% | +2,011 | New |
| 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 |
| Paladin Advisory Group, LLC | 1,857 | $188.8K | 0.15% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,725 | $175.4K | 0.00% | −769−30.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,596 | $162.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,572 | $159.8K | 0.00% | +101+6.9% | Added |
| Nisa Investment Advisors, LLC | 1,450 | $147.4K | 0.00% | −54−3.6% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $132.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,275 | $130.0K | 0.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,225 | $124.5K | 0.00% | +1,079+739.0% | Added |
| Hills Bank & Trust Co | 1,185 | $120.5K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,179 | $119.9K | 0.02% | +321+37.4% | Added |
| Benjamin Edwards Inc | 994 | $101.0K | 0.02% | −100−9.1% | Reduced |
| Signaturefd, LLC | 963 | $97.9K | 0.00% | +25+2.7% | Added |
| Pinebridge Investments, L.P. | 960 | $97.6K | 0.00% | +960 | New |
| Tower Research Capital LLC (TRC) | 905 | $92.0K | 0.00% | −960−51.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 900 | $91.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 857 | $87.1K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 599 | $60.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 586 | $59.6K | 0.01% | −15−2.5% | Reduced |
| Abound Wealth Management | 500 | $50.8K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 394 | $40.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 372 | $37.8K | 0.01% | −94−20.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 339 | $34.5K | 0.00% | −88−20.6% | Reduced |
| Cornerstone Planning Group LLC | 262 | $26.6K | 0.01% | +262 | New |
| Parallel Advisors, LLC | 237 | $24.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 226 | $23.0K | 0.00% | −51−18.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 212 | $21.0K | 0.00% | −196−48.0% | Reduced |
| Arcadia Investment Management Corp | 188 | $19.1K | 0.00% | −106−36.1% | Reduced |
| Huntington National Bank | 175 | $17.8K | 0.00% | −10−5.4% | Reduced |
| Sunbelt Securities, Inc. | 169 | $17.2K | 0.00% | +79+87.8% | Added |
| Elequin Capital LP | 160 | $16.3K | 0.01% | +160 | New |
| Quadrant Capital Group LLC | 142 | $14.4K | 0.00% | −67−32.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 120 | $12.2K | 0.00% | +103+605.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $12.0K | 0.00% | −8−6.2% | Reduced |
| Colonial Trust Co | 108 | $10.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 103 | $10.5K | 0.00% | −12−10.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 92 | $9.00K | 0.01% | +2+2.2% | Added |
| Massmutual Trust Co FSB | 75 | $7.63K | 0.00% | +11+17.2% | Added |
| Globeflex Capital L P | 71 | $7.22K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $5.69K | 0.00% | −6−9.7% | Reduced |
| Washington Trust Advisors, Inc. | 53 | $5.39K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $5.39K | 0.00% | +53 | New |
| TD Private Client Wealth LLC | 52 | $5.29K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $5.18K | 0.00% | −14−21.5% | Reduced |
| 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 |
| MCF Advisors LLC | 49 | $4.98K | 0.00% | +16+48.5% | Added |
| Hillsdale Investment Management Inc. | 35 | $3.56K | 0.00% | +35 | New |
| Manchester Capital Management LLC | 31 | $3.15K | 0.00% | −6−16.2% | Reduced |
| Fisher Asset Management, LLC | 25 | $2.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 24 | $2.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $2.24K | 0.00% | −27−55.1% | Reduced |
| Allworth Financial LP | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $1.02K | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 9 | $915 | 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 |