Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 333 institutions
Q1 2021: 238 institutionsQ2 2021: 250 institutionsQ3 2021: 283 institutionsQ4 2021: 319 institutionsQ1 2022: 287 institutionsQ2 2022: 252 institutionsQ3 2022: 262 institutionsQ4 2022: 271 institutionsQ1 2023: 311 institutionsQ2 2023: 306 institutionsQ3 2023: 333 institutionsQ4 2023: 325 institutionsQ1 2024: 302 institutionsQ2 2024: 300 institutionsQ3 2024: 295 institutionsQ4 2024: 316 institutionsQ1 2025: 330 institutionsQ2 2025: 313 institutionsQ3 2025: 314 institutionsQ4 2025: 348 institutionsQ1 2026: 315 institutionsQ2 2026: 306 institutions
Value heldQ3 2023: $4.69B
Q1 2021: $3.27BQ2 2021: $4.33BQ3 2021: $5.86BQ4 2021: $5.52BQ1 2022: $5.23BQ2 2022: $2.92BQ3 2022: $3.41BQ4 2022: $3.75BQ1 2023: $4.61BQ2 2023: $4.62BQ3 2023: $4.69BQ4 2023: $4.81BQ1 2024: $4.03BQ2 2024: $3.42BQ3 2024: $3.64BQ4 2024: $5.17BQ1 2025: $3.59BQ2 2025: $3.17BQ3 2025: $4.16BQ4 2025: $4.32BQ1 2026: $2.92BQ2 2026: $2.41B
Institutions holding WK and their total value by quarter
QuarterHoldersValue
Q2 2026306$2.41B
Q1 2026315$2.92B
Q4 2025348$4.32B
Q3 2025314$4.16B
Q2 2025313$3.17B
Q1 2025330$3.59B
Q4 2024316$5.17B
Q3 2024295$3.64B
Q2 2024300$3.42B
Q1 2024302$4.03B
Q4 2023325$4.81B
Q3 2023333$4.69B
Q2 2023306$4.62B
Q1 2023311$4.61B
Q4 2022271$3.75B
Q3 2022262$3.41B
Q2 2022252$2.92B
Q1 2022287$5.23B
Q4 2021319$5.52B
Q3 2021283$5.86B
Q2 2021250$4.33B
Q1 2021238$3.27B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q2 2023.

Institutions holding WK in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Transatlantique Private Wealth LLC4,884$494.9K0.26%00.0%Unchanged
Ameritas Investment Partners, Inc.4,862$492.7K0.02%+821+20.3%Added
First Hawaiian Bank4,795$485.9K0.02%−40−0.8%Reduced
Tradition Wealth Management, LLC4,764$483.0K0.06%00.0%Unchanged
Henshaw Capital LLC4,756$482.0K0.03%+4,756New
Schroder Investment Management Group4,727$475.6K0.00%−274−5.5%Reduced
Creative Planning4,629$469.1K0.00%+1,374+42.2%Added
DC Investments Management, LLC4,559$462.0K0.58%00.0%Unchanged
Sage Rhino Capital LLC4,534$459.5K0.13%+5+0.1%Added
State of Wyoming4,527$458.8K0.10%+4,155+1,116.9%Added
Legato Capital Management LLC4,415$447.4K0.06%+4,415New
Foster Group, Inc.4,368$442.7K0.03%+139+3.3%Added
MQS Management LLC4,154$421.0K0.26%+1,143+38.0%Added
Crossmark Global Holdings, Inc.4,028$408.0K0.01%−413−9.3%Reduced
Xponance, Inc.3,839$389.0K0.01%−129−3.3%Reduced
Hantz Financial Services, Inc.3,828$388.0K0.01%−201−5.0%Reduced
JustInvest LLC3,813$386.4K0.01%+296+8.4%Added
Gilbert & Cook, Inc.3,679$372.8K0.06%00.0%Unchanged
Sonora Investment Management Group, LLC3,619$366.8K0.03%00.0%Unchanged
Capstone Investment Advisors, LLC3,600$364.8K0.01%+3,600New
CenterBook Partners LP3,524$357.1K0.04%+3,524New
Harvest Management LLC3,500$354.7K0.20%+500+16.7%Added
We Are One Seven, LLC3,476$352.3K0.03%−137−3.8%Reduced
New York Life Investment Management LLC3,471$351.8K0.00%−546−13.6%Reduced
Advisor Partners II, LLC3,447$349.3K0.01%+3,447New
Aquatic Capital Management LLC3,400$345.0K0.01%−3,700−52.1%Reduced
Truist Financial Corp3,292$333.6K0.00%−145−4.2%Reduced
Hardy Reed LLC3,225$326.8K0.06%00.0%Unchanged
Corton Capital Inc.3,178$322.1K0.16%−273−7.9%Reduced
Baron Wealth Management LLC3,146$318.8K0.20%+49+1.6%Added
Verition Fund Management LLC3,020$306.0K0.00%+355+13.3%Added
AtonRa Partners3,019$305.9K0.64%−771−20.3%Reduced
Baird Financial Group, Inc.3,010$305.0K0.00%−74−2.4%Reduced
Brinker Capital Investments, LLC2,975$301.5K0.00%−186−5.9%Reduced
Orion Portfolio Solutions, LLC2,975$301.5K0.00%−186−5.9%Reduced
Blair William & Co2,967$300.7K0.00%+312+11.8%Added
O'Shaughnessy Asset Management, LLC2,828$286.6K0.00%+600+26.9%Added
Metropolitan Life Insurance Co2,815$285.3K0.01%+143+5.4%Added
Vident Advisory, LLC2,809$284.7K0.01%+2,809New
Qsemble Capital Management, LP2,775$281.2K0.05%+2,775New
Mackenzie Financial Corp2,862$279.4K0.00%+2,862New
Shell Asset Management Co2,702$274.0K0.01%−43−1.6%Reduced
GWM Advisors LLC2,567$260.1K0.00%+14+0.5%Added
Wealth Alliance2,499$253.2K0.04%−18−0.7%Reduced
Vinva Investment Management Ltd1,594$250.1K0.02%+1,594New
Quantinno Capital Management LP2,468$250.0K0.01%+9+0.4%Added
Atria Wealth Solutions, Inc.2,462$249.5K0.00%−50−2.0%Reduced
Summit Global Investments2,400$243.0K0.02%00.0%Unchanged
Neuberger Berman Group LLC2,328$235.9K0.00%−43−1.8%Reduced
Mount Yale Investment Advisors, LLC2,312$234.3K0.03%−430−15.7%Reduced
American Century Companies Inc2,280$231.1K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.2,276$230.7K0.07%+30+1.3%Added
Parkside Financial Bank & Trust2,270$230.0K0.05%+201+9.7%Added
Stephenson National Bank & Trust2,213$224.3K0.13%−174−7.3%Reduced
Mercer Global Advisors Inc2,125$215.0K0.00%−94−4.2%Reduced
SRS Capital Advisors, Inc.2,117$214.5K0.03%+1,531+261.3%Added
Wedbush Securities Inc2,020$205.0K0.01%−10−0.5%Reduced
Beacon Pointe Advisors, LLC2,015$204.2K0.00%+15+0.8%Added
Mission Wealth Management, LP2,000$202.7K0.01%00.0%Unchanged
Advisors Asset Management, Inc.1,938$196.4K0.00%−439−18.5%Reduced
Paladin Advisory Group, LLC1,857$188.2K0.16%00.0%Unchanged
Tower Research Capital LLC (TRC)1,758$178.2K0.01%+853+94.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,668$169.0K0.00%−57−3.3%Reduced
Stonebridge Capital Advisors LLC1,596$161.7K0.02%00.0%Unchanged
Fifth Third Bancorp1,552$157.3K0.00%−20−1.3%Reduced
Franklin Resources Inc1,548$156.9K0.00%+323+26.4%Added
Nisa Investment Advisors, LLC1,450$146.9K0.00%00.0%Unchanged
Canada Pension Plan Investment Board1,300$131.7K0.00%00.0%Unchanged
City State Bank1,275$129.0K0.07%00.0%Unchanged
Hills Bank & Trust Co1,185$120.1K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,075$108.9K0.02%+175+19.4%Added
KBC Group NV1,038$105.0K0.00%+1,038New
Benjamin Edwards Inc994$101.0K0.02%00.0%Unchanged
Signaturefd, LLC959$97.2K0.00%−4−0.4%Reduced
Walleye Trading LLC867$87.9K0.00%+867New
Park Place Capital Corp857$86.8K0.03%00.0%Unchanged
West Tower Group, LLC753$76.3K0.04%+753New
Harbor Investment Advisory, LLC699$70.8K0.01%−480−40.7%Reduced
First Horizon Advisors, Inc.628$63.6K0.00%+29+4.8%Added
Harvest Fund Management Co., Ltd536$54.0K0.01%+536New
Abound Wealth Management500$50.7K0.02%00.0%Unchanged
GHP Investment Advisors, Inc.394$38.3K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.339$34.4K0.00%00.0%Unchanged
Parallel Advisors, LLC316$32.0K0.00%+79+33.3%Added
Quarry LP267$27.1K0.02%+267New
Proequities, Inc.194$19.7K0.00%−32−14.2%Reduced
Arcadia Investment Management Corp188$19.1K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.186$19.0K0.00%−26−12.3%Reduced
Colonial Trust Co169$18.9K0.00%+61+56.5%Added
Cornerstone Planning Group LLC182$18.4K0.01%−80−30.5%Reduced
RiverPark Advisors, LLC181$18.3K0.02%+181New
Huntington National Bank169$17.1K0.00%−6−3.4%Reduced
Sunbelt Securities, Inc.169$17.1K0.00%00.0%Unchanged
Quadrant Capital Group LLC147$14.9K0.00%+5+3.5%Added
Venturi Wealth Management, LLC123$12.5K0.00%+123New
Allworth Financial LP110$11.1K0.00%+90+450.0%Added
Harel Insurance Investments & Financial Services Ltd.111$11.0K0.00%−10−8.3%Reduced
Steward Partners Investment Advisory, LLC100$10.1K0.00%00.0%Unchanged
Group One Trading, L.P.95$9.63K0.00%+95New
Covestor Ltd91$9.00K0.01%−1−1.1%Reduced