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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 35,351 | $3.58M | 0.00% | −417−1.2% | Reduced |
| 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 |
| Rosenblum Silverman Sutton S F Inc | 33,102 | $3.35M | 1.14% | +40+0.1% | Added |
| Wells Fargo & Company | 31,543 | $3.20M | 0.00% | −1,925−5.8% | Reduced |
| HighTower Advisors, LLC | 27,476 | $2.77M | 0.01% | −1,793−6.1% | Reduced |
| Manufacturers Life Insurance Company, The | 26,846 | $2.72M | 0.00% | +6,966+35.0% | Added |
| State of New Jersey Common Pension Fund D | 26,751 | $2.71M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 26,693 | $2.71M | 0.03% | −1,107−4.0% | Reduced |
| US Bancorp | 26,611 | $2.70M | 0.00% | −1,784−6.3% | Reduced |
| MetLife Investment Management | 25,785 | $2.61M | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 25,212 | $2.55M | 0.22% | −577−2.2% | Reduced |
| Citigroup Inc | 25,074 | $2.54M | 0.00% | −13,543−35.1% | Reduced |
| Dimensional Fund Advisors LP | 24,838 | $2.52M | 0.00% | +21,710+694.1% | Added |
| Hudson Bay Capital Management LP | 24,697 | $2.50M | 0.02% | +24,697 | New |
| Advisory Research Inc | 24,537 | $2.49M | 0.35% | +43+0.2% | Added |
| American International Group, Inc. | 24,423 | $2.48M | 0.02% | +868+3.7% | Added |
| Picton Mahoney Asset Management | 23,670 | $2.40M | 0.11% | +23,670 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 23,000 | $2.33M | 0.01% | +23,000 | New |
| Quadrature Capital Ltd | 21,965 | $2.22M | 0.05% | +9,337+73.9% | Added |
| Knights of Columbus Asset Advisors LLC | 20,875 | $2.12M | 0.19% | −1,783−7.9% | Reduced |
| LPL Financial LLC | 20,774 | $2.11M | 0.00% | +16,140+348.3% | Added |
| Legacy Bridge, LLC | 20,334 | $2.06M | 1.47% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 20,266 | $2.05M | 0.01% | +14,799+270.7% | Added |
| Captrust Financial Advisors | 20,090 | $2.04M | 0.01% | +1,348+7.2% | 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 |
| Voya Investment Management LLC | 19,432 | $1.97M | 0.00% | +186+1.0% | Added |
| Janney Montgomery Scott LLC | 19,032 | $1.93M | 0.01% | +16+0.1% | Added |
| Assenagon Asset Management S.A. | 18,400 | $1.86M | 0.01% | −53−0.3% | Reduced |
| Janus Henderson Group PLC | 18,385 | $1.86M | 0.00% | −4,643−20.2% | Reduced |
| Barclays PLC | 18,056 | $1.83M | 0.00% | −916−4.8% | Reduced |
| Azzad Asset Management Inc | 17,971 | $1.82M | 0.26% | −26−0.1% | Reduced |
| Mariner, LLC | 17,768 | $1.80M | 0.00% | +67+0.4% | Added |
| Avantax Planning Partners, Inc. | 17,746 | $1.80M | 0.08% | +17,746 | New |
| Moody National Bank Trust Division | 17,404 | $1.76M | 0.11% | +3,750+27.5% | Added |
| Cetera Advisor Networks LLC | 17,033 | $1.73M | 0.01% | −695−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 16,694 | $1.69M | 0.00% | +4,851+41.0% | Added |
| DekaBank Deutsche Girozentrale | 16,469 | $1.66M | 0.00% | +16,469 | New |
| Qube Research & Technologies Ltd | 16,286 | $1.65M | 0.00% | +16,286 | New |
| Ensign Peak Advisors, Inc | 16,230 | $1.64M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 16,086 | $1.63M | 0.00% | −19,644−55.0% | Reduced |
| Los Angeles Capital Management LLC | 16,064 | $1.63M | 0.01% | −921−5.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,390 | $1.56M | 0.16% | +13,379+665.3% | Added |
| Vontobel Holding Ltd. | 15,390 | $1.56M | 0.01% | +2,518+19.6% | Added |
| AQR Capital Management LLC | 14,876 | $1.51M | 0.00% | +14,876 | New |
| BlueCrest Capital Management Ltd | 14,818 | $1.50M | 0.23% | +14,818 | New |
| Arizona State Retirement System | 14,106 | $1.43M | 0.01% | +285+2.1% | Added |
| The PNC Financial Services Group, Inc. | 14,070 | $1.43M | 0.00% | −1,038−6.9% | Reduced |
| Jane Street Group, LLC | 14,043 | $1.42M | 0.00% | −62,760−81.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,970 | $1.42M | 0.00% | +80+0.6% | Added |
| Financial Counselors Inc | 13,064 | $1.32M | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,233 | $1.25M | 0.00% | +6,585+116.6% | Added |
| Natixis | 12,026 | $1.22M | 0.01% | −2,300−16.1% | Reduced |
| Engineers Gate Manager LP | 11,084 | $1.12M | 0.04% | +4,309+63.6% | Added |
| Commonwealth Equity Services, LLC | 11,041 | $1.12M | 0.00% | −558−4.8% | Reduced |
| Glenmede Trust Co NA | 10,880 | $1.10M | 0.01% | +2,125+24.3% | Added |
| Calamos Advisors LLC | 10,837 | $1.10M | 0.01% | −5,100−32.0% | Reduced |
| HRT Financial LP | 10,814 | $1.09M | 0.01% | +10,814 | New |
| Talbot Financial, LLC | 10,500 | $1.06M | 0.19% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10,070 | $1.02M | 0.00% | +10,070 | New |
| Bell Bank | 9,974 | $1.01M | 0.11% | −427−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,934 | $1.01M | 0.00% | +1,389+16.3% | Added |
| HBK Investments L P | 9,879 | $1.00M | 0.02% | +9,879 | New |
| Envestnet Portfolio Solutions, Inc. | 9,532 | $966.0K | 0.00% | +9,532 | New |
| Harbor Capital Advisors, Inc. | 8,673 | $878.9K | 0.19% | −172−1.9% | Reduced |
| Empower Advisory Group, LLC | 8,661 | $877.7K | 0.00% | −22−0.3% | Reduced |
| Bank of Montreal | 7,317 | $822.8K | 0.00% | +195+2.7% | Added |
| Vancity Investment Management Ltd | 7,999 | $811.0K | 0.11% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 7,942 | $804.8K | 0.03% | +7,942 | New |
| Eisler Capital (US) LLC | 7,930 | $803.6K | 0.30% | +7,930 | New |
| Park Avenue Securities LLC | 7,839 | $794.0K | 0.01% | +7,839 | New |
| MML Investors Services, LLC | 7,828 | $793.0K | 0.00% | −161−2.0% | Reduced |
| Petrus Trust Company, LTA | 7,591 | $769.3K | 0.08% | +3,573+88.9% | Added |
| Amalgamated Bank | 7,457 | $756.0K | 0.01% | +62+0.8% | Added |
| FDx Advisors, Inc. | 7,442 | $754.0K | 0.06% | −345−4.4% | Reduced |
| Quantbot Technologies LP | 7,297 | $739.5K | 0.05% | −7,963−52.2% | Reduced |
| Prudential Financial Inc | 7,259 | $734.2K | 0.00% | +563+8.4% | Added |
| CWM, LLC | 7,186 | $728.0K | 0.00% | −11−0.2% | Reduced |
| Affinity Investment Advisors, LLC | 6,936 | $702.9K | 0.45% | −40−0.6% | Reduced |
| Icon Wealth Partners, LLC | 6,925 | $701.8K | 0.08% | −180−2.5% | Reduced |
| Handelsbanken Fonder AB | 6,900 | $699.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,812 | $690.3K | 0.03% | −3,887−36.3% | Reduced |
| Virginia Retirement Systems Et Al | 6,800 | $689.1K | 0.01% | −200−2.9% | Reduced |
| ProShare Advisors LLC | 6,680 | $677.0K | 0.00% | +25+0.4% | Added |
| XTX Topco Ltd | 6,601 | $668.9K | 0.11% | +6,601 | New |
| First Republic Investment Management, Inc. | 6,527 | $661.4K | 0.00% | +147+2.3% | Added |
| Gotham Asset Management, LLC | 6,002 | $608.2K | 0.01% | +6,002 | New |
| Inceptionr LLC | 5,893 | $597.2K | 0.34% | +5,893 | New |
| STRS Ohio | 5,800 | $587.0K | 0.00% | +500+9.4% | Added |
| Pictet Asset Management Holding SA | 5,712 | $578.9K | 0.00% | +5,712 | New |
| Jefferies Financial Group Inc. | 5,671 | $574.7K | 0.01% | −2,129−27.3% | Reduced |
| Diversified Trust Co | 5,518 | $559.2K | 0.02% | −1,577−22.2% | Reduced |
| Voya Financial Advisors, Inc. | 5,463 | $549.7K | 0.07% | −87−1.6% | Reduced |
| Victory Capital Management Inc | 5,201 | $527.1K | 0.00% | +136+2.7% | Added |
| Principal Financial Group Inc | 5,111 | $517.9K | 0.00% | −666−11.5% | Reduced |
| Teacher Retirement System of Texas | 5,087 | $516.0K | 0.00% | +1,367+36.7% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $507.0K | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,969 | $503.6K | 0.23% | +682+15.9% | Added |