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 |
|---|---|---|---|---|---|
| Barclays PLC | 18,056 | $1.83M | 0.00% | −916−4.8% | Reduced |
| Janus Henderson Group PLC | 18,385 | $1.86M | 0.00% | −4,643−20.2% | Reduced |
| Assenagon Asset Management S.A. | 18,400 | $1.86M | 0.01% | −53−0.3% | Reduced |
| Janney Montgomery Scott LLC | 19,032 | $1.93M | 0.01% | +16+0.1% | Added |
| Voya Investment Management LLC | 19,432 | $1.97M | 0.00% | +186+1.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 19,758 | $2.00M | 0.04% | +19,758 | New |
| Whitebox Advisors LLC | 19,758 | $2.00M | 0.10% | +19,758 | New |
| Davidson Kempner Capital Management LP | 19,758 | $2.00M | 0.03% | +19,758 | New |
| Captrust Financial Advisors | 20,090 | $2.04M | 0.01% | +1,348+7.2% | Added |
| Voloridge Investment Management, LLC | 20,266 | $2.05M | 0.01% | +14,799+270.7% | Added |
| Legacy Bridge, LLC | 20,334 | $2.06M | 1.47% | 00.0% | Unchanged |
| LPL Financial LLC | 20,774 | $2.11M | 0.00% | +16,140+348.3% | Added |
| Knights of Columbus Asset Advisors LLC | 20,875 | $2.12M | 0.19% | −1,783−7.9% | Reduced |
| Quadrature Capital Ltd | 21,965 | $2.22M | 0.05% | +9,337+73.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 23,000 | $2.33M | 0.01% | +23,000 | New |
| Picton Mahoney Asset Management | 23,670 | $2.40M | 0.11% | +23,670 | New |
| American International Group, Inc. | 24,423 | $2.48M | 0.02% | +868+3.7% | Added |
| Advisory Research Inc | 24,537 | $2.49M | 0.35% | +43+0.2% | Added |
| Hudson Bay Capital Management LP | 24,697 | $2.50M | 0.02% | +24,697 | New |
| Dimensional Fund Advisors LP | 24,838 | $2.52M | 0.00% | +21,710+694.1% | Added |
| Citigroup Inc | 25,074 | $2.54M | 0.00% | −13,543−35.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,212 | $2.55M | 0.22% | −577−2.2% | Reduced |
| MetLife Investment Management | 25,785 | $2.61M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 26,611 | $2.70M | 0.00% | −1,784−6.3% | Reduced |
| Mutual of America Capital Management LLC | 26,693 | $2.71M | 0.03% | −1,107−4.0% | Reduced |
| State of New Jersey Common Pension Fund D | 26,751 | $2.71M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,846 | $2.72M | 0.00% | +6,966+35.0% | Added |
| HighTower Advisors, LLC | 27,476 | $2.77M | 0.01% | −1,793−6.1% | Reduced |
| Wells Fargo & Company | 31,543 | $3.20M | 0.00% | −1,925−5.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 33,102 | $3.35M | 1.14% | +40+0.1% | Added |
| Sculptor Capital LP | 34,576 | $3.50M | 0.09% | −621,924−94.7% | Reduced |
| Highbridge Capital Management LLC | 34,576 | $3.50M | 0.20% | +34,576 | New |
| Raymond James & Associates | 35,351 | $3.58M | 0.00% | −417−1.2% | Reduced |
| TD Asset Management Inc | 35,900 | $3.64M | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 36,560 | $3.70M | 0.34% | +36,525+104,357.1% | Added |
| Point72 Asset Management, L.P. | 37,046 | $3.75M | 0.01% | +37,046 | New |
| Advantage Alpha Capital Partners LP | 38,553 | $3.91M | 0.82% | −28,408−42.4% | Reduced |
| Royce & Associates LP | 38,787 | $3.93M | 0.04% | −49,518−56.1% | Reduced |
| Next Century Growth Investors LLC | 39,899 | $4.04M | 0.44% | +44+0.1% | Added |
| Cubist Systematic Strategies, LLC | 41,853 | $4.24M | 0.05% | +41,853 | New |
| Lisanti Capital Growth, LLC | 42,255 | $4.28M | 0.68% | +42,255 | New |
| Resources Investment Advisors, LLC. | 43,366 | $4.39M | 0.10% | −120−0.3% | Reduced |
| Frontier Capital Management Co LLC | 44,957 | $4.56M | 0.05% | −41,243−47.8% | Reduced |
| Legal & General Group Plc | 48,148 | $4.88M | 0.00% | +1,528+3.3% | Added |
| Ingalls & Snyder LLC | 49,440 | $5.01M | 0.24% | −4,647−8.6% | Reduced |
| Stifel Financial Corp | 49,570 | $5.02M | 0.01% | +935+1.9% | Added |
| BNP Paribas Arbitrage, SA | 49,999 | $5.07M | 0.01% | +20,516+69.6% | Added |
| G2 Investment Partners Management LLC | 51,714 | $5.24M | 1.29% | −15,500−23.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 53,000 | $5.37M | 0.08% | +53,000 | New |
| UBS Asset Management Americas Inc | 54,266 | $5.50M | 0.00% | +3,286+6.4% | Added |
| California State Teachers Retirement System | 54,611 | $5.53M | 0.01% | −4,967−8.3% | Reduced |
| Alliancebernstein L.P. | 57,092 | $5.79M | 0.00% | −49−0.1% | Reduced |
| State of Wisconsin Investment Board | 58,268 | $5.90M | 0.02% | −1,502−2.5% | Reduced |
| Trexquant Investment LP | 60,533 | $6.13M | 0.15% | +26,344+77.1% | Added |
| Orser Capital Management, LLC | 62,382 | $6.32M | 6.38% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 62,528 | $6.34M | 1.20% | +2,175+3.6% | Added |
| Numerai GP LLC | 64,100 | $6.50M | 2.16% | −12,340−16.1% | Reduced |
| Great West Life Assurance Co | 66,483 | $6.73M | 0.02% | −66−0.1% | Reduced |
| King Luther Capital Management Corp | 69,383 | $7.03M | 0.04% | +6,043+9.5% | Added |
| Comerica Bank | 71,170 | $7.21M | 0.04% | +71,170 | New |
| Woodline Partners LP | 71,384 | $7.23M | 0.08% | −91,091−56.1% | Reduced |
| Rhumbline Advisers | 73,560 | $7.45M | 0.01% | +4,215+6.1% | Added |
| Kopp Family Office, LLC | 76,386 | $7.74M | 4.90% | 00.0% | Unchanged |
| EULAV Asset Management | 76,400 | $7.74M | 0.28% | 00.0% | Unchanged |
| Citadel Advisors LLC | 86,433 | $8.76M | 0.01% | +86,433 | New |
| Oppenheimer Asset Management Inc. | 86,556 | $8.77M | 0.13% | −4,440−4.9% | Reduced |
| Susquehanna International Group, LLP | 88,776 | $9.00M | 0.01% | +74,316+513.9% | Added |
| California Public Employees Retirement System | 90,621 | $9.18M | 0.01% | +1,888+2.1% | Added |
| Royal Bank of Canada | 105,110 | $10.7M | 0.00% | +2,199+2.1% | Added |
| Swiss National Bank | 108,921 | $11.0M | 0.01% | +1,800+1.7% | Added |
| AXA S.A. | 111,282 | $11.3M | 0.04% | −909−0.8% | Reduced |
| Credit Suisse AG | 113,042 | $11.5M | 0.01% | +2,365+2.1% | Added |
| Russell Investments Group, Ltd. | 114,130 | $11.6M | 0.02% | +679+0.6% | Added |
| Swedbank AB | 120,000 | $12.2M | 0.02% | +50,000+71.4% | Added |
| Bessemer Group Inc | 120,060 | $12.2M | 0.03% | +36,792+44.2% | Added |
| Federated Hermes, Inc. | 122,951 | $12.5M | 0.03% | +10,282+9.1% | Added |
| Impax Asset Management Group plc | 136,086 | $13.8M | 0.06% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 141,164 | $14.3M | 0.17% | −890−0.6% | Reduced |
| Vista Equity Partners Management, LLC | 151,519 | $15.4M | 0.38% | +30,967+25.7% | Added |
| Man Group plc | – | $15.4M | 0.05% | – | – |
| Lazard Asset Management LLC | 153,341 | $15.5M | 0.02% | +153,341 | New |
| Natixis Advisors, L.P. | 173,225 | $17.6M | 0.05% | −5,483−3.1% | Reduced |
| Squarepoint Ops LLC | 176,406 | $17.9M | 0.09% | +141,790+409.6% | Added |
| Redwood Investments, LLC | 177,788 | $18.0M | 2.44% | −13,205−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 178,754 | $18.1M | 0.03% | +138,945+349.0% | Added |
| Two Sigma Advisers, LP | 182,400 | $18.5M | 0.05% | −41,500−18.5% | Reduced |
| Two Sigma Investments, LP | 182,804 | $18.5M | 0.05% | +20,589+12.7% | Added |
| Morgan Stanley | 196,032 | $19.9M | 0.00% | −65,923−25.2% | Reduced |
| Wellington Management Group LLP | 204,442 | $20.7M | 0.00% | −35,610−14.8% | Reduced |
| Goldman Sachs Group Inc | 209,576 | $21.2M | 0.01% | +41,942+25.0% | Added |
| D. E. Shaw & Co., Inc. | 232,535 | $23.6M | 0.04% | −32,962−12.4% | Reduced |
| Envestnet Asset Management Inc | 237,690 | $24.1M | 0.01% | +57,533+31.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 257,229 | $26.1M | 0.06% | −16,099−5.9% | Reduced |
| SEI Investments Co | 302,594 | $30.7M | 0.06% | +44,914+17.4% | Added |
| UBS Group AG | 302,639 | $30.7M | 0.01% | +602+0.2% | Added |
| Nuveen Asset Management, LLC | 315,051 | $31.9M | 0.01% | −46,757−12.9% | Reduced |
| Bank of America Corp | 338,616 | $34.3M | 0.00% | −786−0.2% | Reduced |
| Bank of New York Mellon Corp | 344,393 | $34.9M | 0.01% | −23,722−6.4% | Reduced |
| William Blair Investment Management, LLC | 354,524 | $35.9M | 0.12% | +15,351+4.5% | Added |
| Deutsche Bank AG | 379,023 | $38.4M | 0.02% | +997+0.3% | Added |