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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Crewe Advisors LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $203 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $392 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5 | $507 | 0.00% | −115−95.8% | Reduced |
| Versant Capital Management, Inc | 6 | $608 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $609 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $811 | 0.00% | −1−11.1% | Reduced |
| Baystate Wealth Management LLC | 9 | $912 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9 | $913 | 0.00% | −1−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Baker Avenue Asset Management, LP | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $1.93K | 0.00% | −5−20.8% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $2.03K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $2.23K | 0.00% | +22 | New |
| Grove Bank & Trust | 22 | $2.23K | 0.00% | +22 | New |
| Fisher Asset Management, LLC | 25 | $2.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $3.14K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 32 | $3.24K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 35 | $3.55K | 0.00% | −15−30.0% | Reduced |
| Washington Trust Advisors, Inc. | 46 | $4.66K | 0.00% | −7−13.2% | Reduced |
| MCF Advisors LLC | 49 | $4.97K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $5.07K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $5.17K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 52 | $5.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $5.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 63 | $6.38K | 0.00% | +7+12.5% | Added |
| Massmutual Trust Co FSB | 64 | $6.49K | 0.00% | −11−14.7% | Reduced |
| Globeflex Capital L P | 71 | $7.20K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $9.00K | 0.01% | −1−1.1% | Reduced |
| Group One Trading, L.P. | 95 | $9.63K | 0.00% | +95 | New |
| Steward Partners Investment Advisory, LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 111 | $11.0K | 0.00% | −10−8.3% | Reduced |
| Allworth Financial LP | 110 | $11.1K | 0.00% | +90+450.0% | Added |
| Venturi Wealth Management, LLC | 123 | $12.5K | 0.00% | +123 | New |
| Quadrant Capital Group LLC | 147 | $14.9K | 0.00% | +5+3.5% | Added |
| Huntington National Bank | 169 | $17.1K | 0.00% | −6−3.4% | Reduced |
| Sunbelt Securities, Inc. | 169 | $17.1K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 181 | $18.3K | 0.02% | +181 | New |
| Cornerstone Planning Group LLC | 182 | $18.4K | 0.01% | −80−30.5% | Reduced |
| Colonial Trust Co | 169 | $18.9K | 0.00% | +61+56.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 186 | $19.0K | 0.00% | −26−12.3% | Reduced |
| Arcadia Investment Management Corp | 188 | $19.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 194 | $19.7K | 0.00% | −32−14.2% | Reduced |
| Quarry LP | 267 | $27.1K | 0.02% | +267 | New |
| Parallel Advisors, LLC | 316 | $32.0K | 0.00% | +79+33.3% | Added |
| Cullen/Frost Bankers, Inc. | 339 | $34.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 394 | $38.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $50.7K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 536 | $54.0K | 0.01% | +536 | New |
| First Horizon Advisors, Inc. | 628 | $63.6K | 0.00% | +29+4.8% | Added |
| Harbor Investment Advisory, LLC | 699 | $70.8K | 0.01% | −480−40.7% | Reduced |
| West Tower Group, LLC | 753 | $76.3K | 0.04% | +753 | New |
| Park Place Capital Corp | 857 | $86.8K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 867 | $87.9K | 0.00% | +867 | New |
| Signaturefd, LLC | 959 | $97.2K | 0.00% | −4−0.4% | Reduced |
| Benjamin Edwards Inc | 994 | $101.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,038 | $105.0K | 0.00% | +1,038 | New |
| GPS Wealth Strategies Group, LLC | 1,075 | $108.9K | 0.02% | +175+19.4% | Added |
| Hills Bank & Trust Co | 1,185 | $120.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,275 | $129.0K | 0.07% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $131.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,450 | $146.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,548 | $156.9K | 0.00% | +323+26.4% | Added |
| Fifth Third Bancorp | 1,552 | $157.3K | 0.00% | −20−1.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1,596 | $161.7K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,668 | $169.0K | 0.00% | −57−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,758 | $178.2K | 0.01% | +853+94.3% | Added |
| Paladin Advisory Group, LLC | 1,857 | $188.2K | 0.16% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,938 | $196.4K | 0.00% | −439−18.5% | Reduced |
| Mission Wealth Management, LP | 2,000 | $202.7K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,015 | $204.2K | 0.00% | +15+0.8% | Added |
| Wedbush Securities Inc | 2,020 | $205.0K | 0.01% | −10−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,117 | $214.5K | 0.03% | +1,531+261.3% | Added |
| Mercer Global Advisors Inc | 2,125 | $215.0K | 0.00% | −94−4.2% | Reduced |
| Stephenson National Bank & Trust | 2,213 | $224.3K | 0.13% | −174−7.3% | Reduced |
| Parkside Financial Bank & Trust | 2,270 | $230.0K | 0.05% | +201+9.7% | Added |
| Contravisory Investment Management, Inc. | 2,276 | $230.7K | 0.07% | +30+1.3% | Added |
| American Century Companies Inc | 2,280 | $231.1K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,312 | $234.3K | 0.03% | −430−15.7% | Reduced |
| Neuberger Berman Group LLC | 2,328 | $235.9K | 0.00% | −43−1.8% | Reduced |
| Summit Global Investments | 2,400 | $243.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,462 | $249.5K | 0.00% | −50−2.0% | Reduced |
| Quantinno Capital Management LP | 2,468 | $250.0K | 0.01% | +9+0.4% | Added |
| Vinva Investment Management Ltd | 1,594 | $250.1K | 0.02% | +1,594 | New |
| Wealth Alliance | 2,499 | $253.2K | 0.04% | −18−0.7% | Reduced |
| GWM Advisors LLC | 2,567 | $260.1K | 0.00% | +14+0.5% | Added |
| Shell Asset Management Co | 2,702 | $274.0K | 0.01% | −43−1.6% | Reduced |
| Mackenzie Financial Corp | 2,862 | $279.4K | 0.00% | +2,862 | New |
| Qsemble Capital Management, LP | 2,775 | $281.2K | 0.05% | +2,775 | New |
| Vident Advisory, LLC | 2,809 | $284.7K | 0.01% | +2,809 | New |
| Metropolitan Life Insurance Co | 2,815 | $285.3K | 0.01% | +143+5.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,828 | $286.6K | 0.00% | +600+26.9% | Added |
| Blair William & Co | 2,967 | $300.7K | 0.00% | +312+11.8% | Added |
| Brinker Capital Investments, LLC | 2,975 | $301.5K | 0.00% | −186−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 2,975 | $301.5K | 0.00% | −186−5.9% | Reduced |