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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 3,010 | $305.0K | 0.00% | −74−2.4% | Reduced |
| AtonRa Partners | 3,019 | $305.9K | 0.64% | −771−20.3% | Reduced |
| Verition Fund Management LLC | 3,020 | $306.0K | 0.00% | +355+13.3% | Added |
| Baron Wealth Management LLC | 3,146 | $318.8K | 0.20% | +49+1.6% | Added |
| Corton Capital Inc. | 3,178 | $322.1K | 0.16% | −273−7.9% | Reduced |
| Hardy Reed LLC | 3,225 | $326.8K | 0.06% | 00.0% | Unchanged |
| Truist Financial Corp | 3,292 | $333.6K | 0.00% | −145−4.2% | Reduced |
| Aquatic Capital Management LLC | 3,400 | $345.0K | 0.01% | −3,700−52.1% | Reduced |
| Advisor Partners II, LLC | 3,447 | $349.3K | 0.01% | +3,447 | New |
| New York Life Investment Management LLC | 3,471 | $351.8K | 0.00% | −546−13.6% | Reduced |
| We Are One Seven, LLC | 3,476 | $352.3K | 0.03% | −137−3.8% | Reduced |
| Harvest Management LLC | 3,500 | $354.7K | 0.20% | +500+16.7% | Added |
| CenterBook Partners LP | 3,524 | $357.1K | 0.04% | +3,524 | New |
| Capstone Investment Advisors, LLC | 3,600 | $364.8K | 0.01% | +3,600 | New |
| Sonora Investment Management Group, LLC | 3,619 | $366.8K | 0.03% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,679 | $372.8K | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 3,813 | $386.4K | 0.01% | +296+8.4% | Added |
| Hantz Financial Services, Inc. | 3,828 | $388.0K | 0.01% | −201−5.0% | Reduced |
| Xponance, Inc. | 3,839 | $389.0K | 0.01% | −129−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,028 | $408.0K | 0.01% | −413−9.3% | Reduced |
| MQS Management LLC | 4,154 | $421.0K | 0.26% | +1,143+38.0% | Added |
| Foster Group, Inc. | 4,368 | $442.7K | 0.03% | +139+3.3% | Added |
| Legato Capital Management LLC | 4,415 | $447.4K | 0.06% | +4,415 | New |
| State of Wyoming | 4,527 | $458.8K | 0.10% | +4,155+1,116.9% | Added |
| Sage Rhino Capital LLC | 4,534 | $459.5K | 0.13% | +5+0.1% | Added |
| DC Investments Management, LLC | 4,559 | $462.0K | 0.58% | 00.0% | Unchanged |
| Creative Planning | 4,629 | $469.1K | 0.00% | +1,374+42.2% | Added |
| Schroder Investment Management Group | 4,727 | $475.6K | 0.00% | −274−5.5% | Reduced |
| Henshaw Capital LLC | 4,756 | $482.0K | 0.03% | +4,756 | New |
| Tradition Wealth Management, LLC | 4,764 | $483.0K | 0.06% | 00.0% | Unchanged |
| First Hawaiian Bank | 4,795 | $485.9K | 0.02% | −40−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,862 | $492.7K | 0.02% | +821+20.3% | Added |
| Transatlantique Private Wealth LLC | 4,884 | $494.9K | 0.26% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,969 | $503.6K | 0.23% | +682+15.9% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $507.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,087 | $516.0K | 0.00% | +1,367+36.7% | Added |
| Principal Financial Group Inc | 5,111 | $517.9K | 0.00% | −666−11.5% | Reduced |
| Victory Capital Management Inc | 5,201 | $527.1K | 0.00% | +136+2.7% | Added |
| Voya Financial Advisors, Inc. | 5,463 | $549.7K | 0.07% | −87−1.6% | Reduced |
| Diversified Trust Co | 5,518 | $559.2K | 0.02% | −1,577−22.2% | Reduced |
| Jefferies Financial Group Inc. | 5,671 | $574.7K | 0.01% | −2,129−27.3% | Reduced |
| Pictet Asset Management Holding SA | 5,712 | $578.9K | 0.00% | +5,712 | New |
| STRS Ohio | 5,800 | $587.0K | 0.00% | +500+9.4% | Added |
| Inceptionr LLC | 5,893 | $597.2K | 0.34% | +5,893 | New |
| Gotham Asset Management, LLC | 6,002 | $608.2K | 0.01% | +6,002 | New |
| First Republic Investment Management, Inc. | 6,527 | $661.4K | 0.00% | +147+2.3% | Added |
| XTX Topco Ltd | 6,601 | $668.9K | 0.11% | +6,601 | New |
| ProShare Advisors LLC | 6,680 | $677.0K | 0.00% | +25+0.4% | Added |
| Virginia Retirement Systems Et Al | 6,800 | $689.1K | 0.01% | −200−2.9% | Reduced |
| Jump Financial, LLC | 6,812 | $690.3K | 0.03% | −3,887−36.3% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $699.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,925 | $701.8K | 0.08% | −180−2.5% | Reduced |
| Affinity Investment Advisors, LLC | 6,936 | $702.9K | 0.45% | −40−0.6% | Reduced |
| CWM, LLC | 7,186 | $728.0K | 0.00% | −11−0.2% | Reduced |
| Prudential Financial Inc | 7,259 | $734.2K | 0.00% | +563+8.4% | Added |
| Quantbot Technologies LP | 7,297 | $739.5K | 0.05% | −7,963−52.2% | Reduced |
| FDx Advisors, Inc. | 7,442 | $754.0K | 0.06% | −345−4.4% | Reduced |
| Amalgamated Bank | 7,457 | $756.0K | 0.01% | +62+0.8% | Added |
| Petrus Trust Company, LTA | 7,591 | $769.3K | 0.08% | +3,573+88.9% | Added |
| MML Investors Services, LLC | 7,828 | $793.0K | 0.00% | −161−2.0% | Reduced |
| Park Avenue Securities LLC | 7,839 | $794.0K | 0.01% | +7,839 | New |
| Eisler Capital (US) LLC | 7,930 | $803.6K | 0.30% | +7,930 | New |
| Boothbay Fund Management, LLC | 7,942 | $804.8K | 0.03% | +7,942 | New |
| Vancity Investment Management Ltd | 7,999 | $811.0K | 0.11% | 00.0% | Unchanged |
| Bank of Montreal | 7,317 | $822.8K | 0.00% | +195+2.7% | Added |
| Empower Advisory Group, LLC | 8,661 | $877.7K | 0.00% | −22−0.3% | Reduced |
| Harbor Capital Advisors, Inc. | 8,673 | $878.9K | 0.19% | −172−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,532 | $966.0K | 0.00% | +9,532 | New |
| HBK Investments L P | 9,879 | $1.00M | 0.02% | +9,879 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,934 | $1.01M | 0.00% | +1,389+16.3% | Added |
| Bell Bank | 9,974 | $1.01M | 0.11% | −427−4.1% | Reduced |
| Acadian Asset Management LLC | 10,070 | $1.02M | 0.00% | +10,070 | New |
| Talbot Financial, LLC | 10,500 | $1.06M | 0.19% | 00.0% | Unchanged |
| HRT Financial LP | 10,814 | $1.09M | 0.01% | +10,814 | New |
| Calamos Advisors LLC | 10,837 | $1.10M | 0.01% | −5,100−32.0% | Reduced |
| Glenmede Trust Co NA | 10,880 | $1.10M | 0.01% | +2,125+24.3% | Added |
| Commonwealth Equity Services, LLC | 11,041 | $1.12M | 0.00% | −558−4.8% | Reduced |
| Engineers Gate Manager LP | 11,084 | $1.12M | 0.04% | +4,309+63.6% | Added |
| Natixis | 12,026 | $1.22M | 0.01% | −2,300−16.1% | Reduced |
| HSBC Holdings PLC | 12,233 | $1.25M | 0.00% | +6,585+116.6% | Added |
| Financial Counselors Inc | 13,064 | $1.32M | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,970 | $1.42M | 0.00% | +80+0.6% | Added |
| Jane Street Group, LLC | 14,043 | $1.42M | 0.00% | −62,760−81.7% | Reduced |
| The PNC Financial Services Group, Inc. | 14,070 | $1.43M | 0.00% | −1,038−6.9% | Reduced |
| Arizona State Retirement System | 14,106 | $1.43M | 0.01% | +285+2.1% | Added |
| BlueCrest Capital Management Ltd | 14,818 | $1.50M | 0.23% | +14,818 | New |
| AQR Capital Management LLC | 14,876 | $1.51M | 0.00% | +14,876 | New |
| Vontobel Holding Ltd. | 15,390 | $1.56M | 0.01% | +2,518+19.6% | Added |
| Dynamic Technology Lab Private Ltd | 15,390 | $1.56M | 0.16% | +13,379+665.3% | Added |
| Los Angeles Capital Management LLC | 16,064 | $1.63M | 0.01% | −921−5.4% | Reduced |
| Balyasny Asset Management LLC | 16,086 | $1.63M | 0.00% | −19,644−55.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,230 | $1.64M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 16,286 | $1.65M | 0.00% | +16,286 | New |
| DekaBank Deutsche Girozentrale | 16,469 | $1.66M | 0.00% | +16,469 | New |
| Advisor Group Holdings, Inc. | 16,694 | $1.69M | 0.00% | +4,851+41.0% | Added |
| Cetera Advisor Networks LLC | 17,033 | $1.73M | 0.01% | −695−3.9% | Reduced |
| Moody National Bank Trust Division | 17,404 | $1.76M | 0.11% | +3,750+27.5% | Added |
| Avantax Planning Partners, Inc. | 17,746 | $1.80M | 0.08% | +17,746 | New |
| Mariner, LLC | 17,768 | $1.80M | 0.00% | +67+0.4% | Added |
| Azzad Asset Management Inc | 17,971 | $1.82M | 0.26% | −26−0.1% | Reduced |