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, Q3 2023
Institutional positions in Workiva Inc as of Sep 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
- 333
- +29 vs. Q2 2023
- Shares held
- 46.1M
- +955.9K (+2.1%) vs. Q2 2023
- Total value
- $4.69B
- +$97.9M (+2.1%) vs. Q2 2023
- New holders
- 53
- 109 more added
- Sold out
- 24
- 114 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,953,125 | $501.9M | 0.01% | +63,464+1.3% | Added |
| BlackRock Inc. | 3,773,693 | $382.4M | 0.01% | +26,848+0.7% | Added |
| Riverbridge Partners LLC | 2,051,585 | $207.9M | 2.84% | −43,194−2.1% | Reduced |
| Macquarie Group Ltd | 2,023,889 | $205.1M | 0.26% | +141,096+7.5% | Added |
| FMR LLC | 1,841,288 | $186.6M | 0.02% | +220,884+13.6% | Added |
| T. Rowe Price Investment Management, Inc. | 1,564,523 | $158.5M | 0.11% | −60,027−3.7% | Reduced |
| Ameriprise Financial Inc | 1,547,618 | $156.8M | 0.05% | +126,094+8.9% | Added |
| JPMorgan Chase & Co | 1,425,443 | $144.5M | 0.02% | +468,777+49.0% | Added |
| Artisan Partners Limited Partnership | 1,223,503 | $124.0M | 0.21% | +51,923+4.4% | Added |
| Invesco Ltd. | 1,177,051 | $119.3M | 0.03% | +398,608+51.2% | Added |
| Brown Advisory Inc | 1,097,450 | $111.2M | 0.18% | −104,969−8.7% | Reduced |
| State Street Corp | 1,077,078 | $109.2M | 0.01% | +12,465+1.2% | Added |
| Brown Capital Management LLC | 1,037,452 | $105.1M | 1.61% | +45,371+4.6% | Added |
| Geode Capital Management, LLC | 959,951 | $97.3M | 0.01% | +43,300+4.7% | Added |
| Conestoga Capital Advisors, LLC | 947,290 | $96.0M | 1.65% | +28,980+3.2% | Added |
| Champlain Investment Partners, LLC | 891,183 | $90.3M | 0.59% | −261,072−22.7% | Reduced |
| Mairs & Power Inc | 793,265 | $80.4M | 0.94% | −12,843−1.6% | Reduced |
| Loomis Sayles & Co L P | 683,418 | $69.3M | 0.12% | +419,640+159.1% | Added |
| Thrivent Financial for Lutherans | 636,112 | $64.5M | 0.15% | −275,812−30.2% | Reduced |
| Northern Trust Corp | 594,345 | $60.2M | 0.01% | +2,110+0.4% | Added |
| First Trust Advisors LP | 579,547 | $58.7M | 0.07% | −52,364−8.3% | Reduced |
| Renaissance Technologies LLC | 544,200 | $55.1M | 0.09% | −78,900−12.7% | Reduced |
| Norges Bank | 527,464 | $53.5M | 0.01% | +35,556+7.2% | Added |
| DF Dent & Co Inc | 525,956 | $53.3M | 0.78% | −7,743−1.5% | Reduced |
| Granahan Investment Management Inc | 435,701 | $44.2M | 1.57% | −18,133−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 417,216 | $42.3M | 0.01% | +36,414+9.6% | Added |
| Price T Rowe Associates Inc | 402,055 | $40.7M | 0.01% | +6,927+1.8% | Added |
| Standard Life Aberdeen plc | 400,701 | $40.6M | 0.10% | −84,137−17.4% | Reduced |
| TimesSquare Capital Management, LLC | 398,190 | $40.4M | 0.63% | +112,551+39.4% | Added |
| Millennium Management LLC | 398,158 | $40.3M | 0.04% | +150,792+61.0% | Added |
| New York State Common Retirement Fund | 397,350 | $40.3M | 0.06% | +39,310+11.0% | Added |
| Ranger Investment Management, L.P. | 392,686 | $39.8M | 2.64% | −14,525−3.6% | Reduced |
| Clearbridge Investments, LLC | 388,518 | $39.4M | 0.04% | −68,113−14.9% | Reduced |
| Deutsche Bank AG | 379,023 | $38.4M | 0.02% | +997+0.3% | Added |
| William Blair Investment Management, LLC | 354,524 | $35.9M | 0.12% | +15,351+4.5% | Added |
| Bank of New York Mellon Corp | 344,393 | $34.9M | 0.01% | −23,722−6.4% | Reduced |
| Bank of America Corp | 338,616 | $34.3M | 0.00% | −786−0.2% | Reduced |
| Nuveen Asset Management, LLC | 315,051 | $31.9M | 0.01% | −46,757−12.9% | Reduced |
| UBS Group AG | 302,639 | $30.7M | 0.01% | +602+0.2% | Added |
| SEI Investments Co | 302,594 | $30.7M | 0.06% | +44,914+17.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 257,229 | $26.1M | 0.06% | −16,099−5.9% | Reduced |
| Envestnet Asset Management Inc | 237,690 | $24.1M | 0.01% | +57,533+31.9% | Added |
| D. E. Shaw & Co., Inc. | 232,535 | $23.6M | 0.04% | −32,962−12.4% | Reduced |
| Goldman Sachs Group Inc | 209,576 | $21.2M | 0.01% | +41,942+25.0% | Added |
| Wellington Management Group LLP | 204,442 | $20.7M | 0.00% | −35,610−14.8% | Reduced |
| Morgan Stanley | 196,032 | $19.9M | 0.00% | −65,923−25.2% | Reduced |
| Two Sigma Investments, LP | 182,804 | $18.5M | 0.05% | +20,589+12.7% | Added |
| Two Sigma Advisers, LP | 182,400 | $18.5M | 0.05% | −41,500−18.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 178,754 | $18.1M | 0.03% | +138,945+349.0% | Added |
| Redwood Investments, LLC | 177,788 | $18.0M | 2.44% | −13,205−6.9% | Reduced |
| Squarepoint Ops LLC | 176,406 | $17.9M | 0.09% | +141,790+409.6% | Added |
| Natixis Advisors, L.P. | 173,225 | $17.6M | 0.05% | −5,483−3.1% | Reduced |
| Lazard Asset Management LLC | 153,341 | $15.5M | 0.02% | +153,341 | New |
| Man Group plc | – | $15.4M | 0.05% | – | – |
| Vista Equity Partners Management, LLC | 151,519 | $15.4M | 0.38% | +30,967+25.7% | Added |
| Segall Bryant & Hamill, LLC | 141,164 | $14.3M | 0.17% | −890−0.6% | Reduced |
| Impax Asset Management Group plc | 136,086 | $13.8M | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 122,951 | $12.5M | 0.03% | +10,282+9.1% | Added |
| Bessemer Group Inc | 120,060 | $12.2M | 0.03% | +36,792+44.2% | Added |
| Swedbank AB | 120,000 | $12.2M | 0.02% | +50,000+71.4% | Added |
| Russell Investments Group, Ltd. | 114,130 | $11.6M | 0.02% | +679+0.6% | Added |
| Credit Suisse AG | 113,042 | $11.5M | 0.01% | +2,365+2.1% | Added |
| AXA S.A. | 111,282 | $11.3M | 0.04% | −909−0.8% | Reduced |
| Swiss National Bank | 108,921 | $11.0M | 0.01% | +1,800+1.7% | Added |
| Royal Bank of Canada | 105,110 | $10.7M | 0.00% | +2,199+2.1% | Added |
| California Public Employees Retirement System | 90,621 | $9.18M | 0.01% | +1,888+2.1% | Added |
| Susquehanna International Group, LLP | 88,776 | $9.00M | 0.01% | +74,316+513.9% | Added |
| Oppenheimer Asset Management Inc. | 86,556 | $8.77M | 0.13% | −4,440−4.9% | Reduced |
| Citadel Advisors LLC | 86,433 | $8.76M | 0.01% | +86,433 | New |
| EULAV Asset Management | 76,400 | $7.74M | 0.28% | 00.0% | Unchanged |
| Kopp Family Office, LLC | 76,386 | $7.74M | 4.90% | 00.0% | Unchanged |
| Rhumbline Advisers | 73,560 | $7.45M | 0.01% | +4,215+6.1% | Added |
| Woodline Partners LP | 71,384 | $7.23M | 0.08% | −91,091−56.1% | Reduced |
| Comerica Bank | 71,170 | $7.21M | 0.04% | +71,170 | New |
| King Luther Capital Management Corp | 69,383 | $7.03M | 0.04% | +6,043+9.5% | Added |
| Great West Life Assurance Co | 66,483 | $6.73M | 0.02% | −66−0.1% | Reduced |
| Numerai GP LLC | 64,100 | $6.50M | 2.16% | −12,340−16.1% | Reduced |
| Moody Aldrich Partners LLC | 62,528 | $6.34M | 1.20% | +2,175+3.6% | Added |
| Orser Capital Management, LLC | 62,382 | $6.32M | 6.38% | 00.0% | Unchanged |
| Trexquant Investment LP | 60,533 | $6.13M | 0.15% | +26,344+77.1% | Added |
| State of Wisconsin Investment Board | 58,268 | $5.90M | 0.02% | −1,502−2.5% | Reduced |
| Alliancebernstein L.P. | 57,092 | $5.79M | 0.00% | −49−0.1% | Reduced |
| California State Teachers Retirement System | 54,611 | $5.53M | 0.01% | −4,967−8.3% | Reduced |
| UBS Asset Management Americas Inc | 54,266 | $5.50M | 0.00% | +3,286+6.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 53,000 | $5.37M | 0.08% | +53,000 | New |
| G2 Investment Partners Management LLC | 51,714 | $5.24M | 1.29% | −15,500−23.1% | Reduced |
| BNP Paribas Arbitrage, SA | 49,999 | $5.07M | 0.01% | +20,516+69.6% | Added |
| Stifel Financial Corp | 49,570 | $5.02M | 0.01% | +935+1.9% | Added |
| Ingalls & Snyder LLC | 49,440 | $5.01M | 0.24% | −4,647−8.6% | Reduced |
| Legal & General Group Plc | 48,148 | $4.88M | 0.00% | +1,528+3.3% | Added |
| Frontier Capital Management Co LLC | 44,957 | $4.56M | 0.05% | −41,243−47.8% | Reduced |
| Resources Investment Advisors, LLC. | 43,366 | $4.39M | 0.10% | −120−0.3% | Reduced |
| Lisanti Capital Growth, LLC | 42,255 | $4.28M | 0.68% | +42,255 | New |
| Cubist Systematic Strategies, LLC | 41,853 | $4.24M | 0.05% | +41,853 | New |
| Next Century Growth Investors LLC | 39,899 | $4.04M | 0.44% | +44+0.1% | Added |
| Royce & Associates LP | 38,787 | $3.93M | 0.04% | −49,518−56.1% | Reduced |
| Advantage Alpha Capital Partners LP | 38,553 | $3.91M | 0.82% | −28,408−42.4% | Reduced |
| Point72 Asset Management, L.P. | 37,046 | $3.75M | 0.01% | +37,046 | New |
| Hillsdale Investment Management Inc. | 36,560 | $3.70M | 0.34% | +36,525+104,357.1% | Added |
| TD Asset Management Inc | 35,900 | $3.64M | 0.00% | 00.0% | Unchanged |