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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.

Q3 2023 vs. Q2 2023

How the institutions holding Workiva Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of WK: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3062333+29
Shares45.5M348.0K46.1M+955.9K (+2.1%)
Value$4.62B$35.3M$4.69B+$97.9M (+2.1%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Workiva Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to WK in Q3 2023
InstitutionSharesValue% of portfolio
Lazard Asset Management LLC153,341$15.5M0.02%
Citadel Advisors LLC86,433$8.76M0.01%
Comerica Bank71,170$7.21M0.04%
B. Metzler seel. Sohn & Co. AG53,000$5.37M0.08%
Lisanti Capital Growth, LLC42,255$4.28M0.68%
Cubist Systematic Strategies, LLC41,853$4.24M0.05%
Point72 Asset Management, L.P.37,046$3.75M0.01%
Highbridge Capital Management LLC34,576$3.50M0.20%
Hudson Bay Capital Management LP24,697$2.50M0.02%
Picton Mahoney Asset Management23,670$2.40M0.11%
Healthcare of Ontario Pension Plan Trust Fund23,000$2.33M0.01%
Soros Fund Management LLCSuperinvestorSoros Fund Management19,758$2.00M0.04%
Whitebox Advisors LLC19,758$2.00M0.10%
Davidson Kempner Capital Management LP19,758$2.00M0.03%
Avantax Planning Partners, Inc.17,746$1.80M0.08%
DekaBank Deutsche Girozentrale16,469$1.66M0.00%
Qube Research & Technologies Ltd16,286$1.65M0.00%
AQR Capital Management LLC14,876$1.51M0.00%
BlueCrest Capital Management Ltd14,818$1.50M0.23%
HRT Financial LP10,814$1.09M0.01%
Acadian Asset Management LLC10,070$1.02M0.00%
HBK Investments L P9,879$1.00M0.02%
Envestnet Portfolio Solutions, Inc.9,532$966.0K0.00%
Boothbay Fund Management, LLC7,942$804.8K0.03%
Eisler Capital (US) LLC7,930$803.6K0.30%
Park Avenue Securities LLC7,839$794.0K0.01%
XTX Topco Ltd6,601$668.9K0.11%
Gotham Asset Management, LLC6,002$608.2K0.01%
Inceptionr LLC5,893$597.2K0.34%
Pictet Asset Management Holding SA5,712$578.9K0.00%
Henshaw Capital LLC4,756$482.0K0.03%
Legato Capital Management LLC4,415$447.4K0.06%
Capstone Investment Advisors, LLC3,600$364.8K0.01%
CenterBook Partners LP3,524$357.1K0.04%
Advisor Partners II, LLC3,447$349.3K0.01%
Vident Advisory, LLC2,809$284.7K0.01%
Qsemble Capital Management, LP2,775$281.2K0.05%
Mackenzie Financial Corp2,862$279.4K0.00%
Vinva Investment Management Ltd1,594$250.1K0.02%
KBC Group NV1,038$105.0K0.00%
Walleye Trading LLC867$87.9K0.00%
West Tower Group, LLC753$76.3K0.04%
Harvest Fund Management Co., Ltd536$54.0K0.01%
Quarry LP267$27.1K0.02%
RiverPark Advisors, LLC181$18.3K0.02%
Venturi Wealth Management, LLC123$12.5K0.00%
Group One Trading, L.P.95$9.63K0.00%
Central Trust Co32$3.24K0.00%
Jones Financial Companies LLLP22$2.23K0.00%
Grove Bank & Trust22$2.23K0.00%
Larson Financial Group LLC20$2.03K0.00%
Ronald Blue Trust, Inc.5$1.00K0.00%
Steward Financial Group LLC8$00.00%

Sold out (24)

Institutions that held Workiva Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Not filed for Q3 2023 yet (2)

Institutions that held Workiva Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Kames Capital plc342,291$34.8M
Pictet Asset Management SA5,712$580.7K