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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 388,518 | $39.4M | 0.04% | −68,113−14.9% | Reduced |
| Ranger Investment Management, L.P. | 392,686 | $39.8M | 2.64% | −14,525−3.6% | Reduced |
| New York State Common Retirement Fund | 397,350 | $40.3M | 0.06% | +39,310+11.0% | Added |
| Millennium Management LLC | 398,158 | $40.3M | 0.04% | +150,792+61.0% | Added |
| TimesSquare Capital Management, LLC | 398,190 | $40.4M | 0.63% | +112,551+39.4% | Added |
| Standard Life Aberdeen plc | 400,701 | $40.6M | 0.10% | −84,137−17.4% | Reduced |
| Price T Rowe Associates Inc | 402,055 | $40.7M | 0.01% | +6,927+1.8% | Added |
| Charles Schwab Investment Management Inc | 417,216 | $42.3M | 0.01% | +36,414+9.6% | Added |
| Granahan Investment Management Inc | 435,701 | $44.2M | 1.57% | −18,133−4.0% | Reduced |
| DF Dent & Co Inc | 525,956 | $53.3M | 0.78% | −7,743−1.5% | Reduced |
| Norges Bank | 527,464 | $53.5M | 0.01% | +35,556+7.2% | Added |
| Renaissance Technologies LLC | 544,200 | $55.1M | 0.09% | −78,900−12.7% | Reduced |
| First Trust Advisors LP | 579,547 | $58.7M | 0.07% | −52,364−8.3% | Reduced |
| Northern Trust Corp | 594,345 | $60.2M | 0.01% | +2,110+0.4% | Added |
| Thrivent Financial for Lutherans | 636,112 | $64.5M | 0.15% | −275,812−30.2% | Reduced |
| Loomis Sayles & Co L P | 683,418 | $69.3M | 0.12% | +419,640+159.1% | Added |
| Mairs & Power Inc | 793,265 | $80.4M | 0.94% | −12,843−1.6% | Reduced |
| Champlain Investment Partners, LLC | 891,183 | $90.3M | 0.59% | −261,072−22.7% | Reduced |
| Conestoga Capital Advisors, LLC | 947,290 | $96.0M | 1.65% | +28,980+3.2% | Added |
| Geode Capital Management, LLC | 959,951 | $97.3M | 0.01% | +43,300+4.7% | Added |
| Brown Capital Management LLC | 1,037,452 | $105.1M | 1.61% | +45,371+4.6% | Added |
| State Street Corp | 1,077,078 | $109.2M | 0.01% | +12,465+1.2% | Added |
| Brown Advisory Inc | 1,097,450 | $111.2M | 0.18% | −104,969−8.7% | Reduced |
| Invesco Ltd. | 1,177,051 | $119.3M | 0.03% | +398,608+51.2% | Added |
| Artisan Partners Limited Partnership | 1,223,503 | $124.0M | 0.21% | +51,923+4.4% | Added |
| JPMorgan Chase & Co | 1,425,443 | $144.5M | 0.02% | +468,777+49.0% | Added |
| Ameriprise Financial Inc | 1,547,618 | $156.8M | 0.05% | +126,094+8.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,564,523 | $158.5M | 0.11% | −60,027−3.7% | Reduced |
| FMR LLC | 1,841,288 | $186.6M | 0.02% | +220,884+13.6% | Added |
| Macquarie Group Ltd | 2,023,889 | $205.1M | 0.26% | +141,096+7.5% | Added |
| Riverbridge Partners LLC | 2,051,585 | $207.9M | 2.84% | −43,194−2.1% | Reduced |
| BlackRock Inc. | 3,773,693 | $382.4M | 0.01% | +26,848+0.7% | Added |
| Vanguard Group Inc | 4,953,125 | $501.9M | 0.01% | +63,464+1.3% | Added |
| Praesidium Investment Management Company, LLC | 0 | $0 | 0.00% | −380,290−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −84,974−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −37,822−100.0% | Sold out |
| Alamar Capital Management, LLC | 0 | $0 | 0.00% | −30,006−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −26,938−100.0% | Sold out |
| George Kaiser Family Foundation | 0 | $0 | 0.00% | −21,574−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −18,988−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −14,190−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −11,242−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,793−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,452−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,736−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Kames Capital plc | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |