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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
Globeflex Capital L P71$7.20K0.00%00.0%Unchanged
Massmutual Trust Co FSB64$6.49K0.00%−11−14.7%Reduced
Lindbrook Capital, LLC63$6.38K0.00%+7+12.5%Added
Cherry Tree Wealth Management, LLC53$5.37K0.00%00.0%Unchanged
TD Private Client Wealth LLC52$5.27K0.00%00.0%Unchanged
Spire Wealth Management51$5.17K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$5.07K0.00%00.0%Unchanged
MCF Advisors LLC49$4.97K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.46$4.66K0.00%−7−13.2%Reduced
Bell Investment Advisors, Inc35$3.55K0.00%−15−30.0%Reduced
Central Trust Co32$3.24K0.00%+32New
Manchester Capital Management LLC31$3.14K0.00%00.0%Unchanged
Fisher Asset Management, LLC25$2.53K0.00%00.0%Unchanged
AdvisorNet Financial, Inc22$2.23K0.00%00.0%Unchanged
Jones Financial Companies LLLP22$2.23K0.00%+22New
Grove Bank & Trust22$2.23K0.00%+22New
Larson Financial Group LLC20$2.03K0.00%+20New
Capital Advisors, Ltd. LLC15$2.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC19$1.93K0.00%−5−20.8%Reduced
Bogart Wealth, LLC14$1.42K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP11$1.11K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.5$1.00K0.00%+5New
Glass Jacobson Investment Advisors llc9$9130.00%−1−10.0%Reduced
Baystate Wealth Management LLC9$9120.00%00.0%Unchanged
IFP Advisors, Inc8$8110.00%−1−11.1%Reduced
JFS Wealth Advisors, LLC6$6090.00%00.0%Unchanged
Versant Capital Management, Inc6$6080.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5$5070.00%−115−95.8%Reduced
Global Retirement Partners, LLC4$3920.00%00.0%Unchanged
Glassman Wealth Services3$3040.00%00.0%Unchanged
Crewe Advisors LLC2$2030.00%00.0%Unchanged
SJS Investment Consulting Inc.2$2030.00%00.0%Unchanged
Steward Financial Group LLC8$00.00%+8New
Praesidium Investment Management Company, LLC0$00.00%−380,290−100.0%Sold out
Tensile Capital Management LP0$00.00%−115,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−84,974−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−37,822−100.0%Sold out
Alamar Capital Management, LLC0$00.00%−30,006−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−26,938−100.0%Sold out
George Kaiser Family Foundation0$00.00%−21,574−100.0%Sold out
Simplex Trading, LLC0$00.00%−18,988−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−14,190−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−12,550−100.0%Sold out
Alps Advisors Inc0$00.00%−11,242−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−9,793−100.0%Sold out
Centiva Capital, LP0$00.00%−9,452−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−8,600−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−7,200−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−6,113−100.0%Sold out
Commerce Bank0$00.00%−5,075−100.0%Sold out
Inspire Advisors, LLC0$00.00%−3,873−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,736−100.0%Sold out
FORA Capital, LLC0$00.00%−2,499−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−960−100.0%Sold out
Elequin Capital LP0$00.00%−160−100.0%Sold out
Leonteq Securities AG0$00.00%−103−100.0%Sold out
Disciplined Investments, LLC0$00.00%−2−100.0%Sold out
Kames Capital plc––––Not filed
Pictet Asset Management SA––––Not filed