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, Q4 2023
Institutional positions in Workiva Inc as of Dec 31, 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
- 325
- −3 vs. Q3 2023
- Shares held
- 47.3M
- +1.28M (+2.8%) vs. Q3 2023
- Total value
- $4.81B
- +$123.7M (+2.6%) vs. Q3 2023
- New holders
- 37
- 114 more added
- Sold out
- 40
- 126 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,004,409 | $508.1M | 0.01% | +51,284+1.0% | Added |
| BlackRock Inc. | 4,045,157 | $410.7M | 0.01% | +271,464+7.2% | Added |
| FMR LLC | 2,433,438 | $247.1M | 0.02% | +592,150+32.2% | Added |
| Macquarie Group Ltd | 2,032,154 | $206.3M | 0.24% | +8,265+0.4% | Added |
| Riverbridge Partners LLC | 2,005,276 | $203.6M | 2.54% | −46,309−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,568,359 | $159.2M | 0.10% | +3,836+0.2% | Added |
| Ameriprise Financial Inc | 1,553,293 | $157.7M | 0.05% | +5,675+0.4% | Added |
| JPMorgan Chase & Co | 1,431,128 | $145.3M | 0.01% | +5,685+0.4% | Added |
| Artisan Partners Limited Partnership | 1,275,009 | $129.5M | 0.20% | +51,506+4.2% | Added |
| Brown Capital Management LLC | 1,271,707 | $129.1M | 1.94% | +234,255+22.6% | Added |
| State Street Corp | 1,166,861 | $118.5M | 0.01% | +89,783+8.3% | Added |
| Brown Advisory Inc | 1,093,530 | $111.0M | 0.16% | −3,920−0.4% | Reduced |
| Geode Capital Management, LLC | 1,022,664 | $103.8M | 0.01% | +62,713+6.5% | Added |
| Invesco Ltd. | 991,203 | $100.6M | 0.02% | −185,848−15.8% | Reduced |
| Conestoga Capital Advisors, LLC | 952,730 | $96.7M | 1.45% | +5,440+0.6% | Added |
| Champlain Investment Partners, LLC | 847,169 | $86.0M | 0.51% | −44,014−4.9% | Reduced |
| Mairs & Power Inc | 768,573 | $78.0M | 0.82% | −24,692−3.1% | Reduced |
| Loomis Sayles & Co L P | 701,008 | $71.2M | 0.11% | +17,590+2.6% | Added |
| First Trust Advisors LP | 626,803 | $63.6M | 0.07% | +47,256+8.2% | Added |
| Renaissance Technologies LLC | 617,600 | $62.7M | 0.10% | +73,400+13.5% | Added |
| Northern Trust Corp | 596,813 | $60.6M | 0.01% | +2,468+0.4% | Added |
| Thrivent Financial for Lutherans | 564,504 | $57.3M | 0.12% | −71,608−11.3% | Reduced |
| Norges Bank | 561,657 | $57.0M | 0.01% | +34,193+6.5% | Added |
| DF Dent & Co Inc | 494,192 | $50.2M | 0.66% | −31,764−6.0% | Reduced |
| New York State Common Retirement Fund | 442,684 | $44.9M | 0.06% | +45,334+11.4% | Added |
| Granahan Investment Management Inc | 419,090 | $42.6M | 1.41% | −16,611−3.8% | Reduced |
| TimesSquare Capital Management, LLC | 418,635 | $42.5M | 0.63% | +20,445+5.1% | Added |
| Charles Schwab Investment Management Inc | 416,805 | $42.3M | 0.01% | −411−0.1% | Reduced |
| Standard Life Aberdeen plc | 404,788 | $41.1M | 0.09% | +4,087+1.0% | Added |
| Millennium Management LLC | 404,067 | $41.0M | 0.04% | +5,909+1.5% | Added |
| Price T Rowe Associates Inc | 402,019 | $40.8M | 0.01% | −360.0% | Reduced |
| Ranger Investment Management, L.P. | 394,686 | $40.1M | 2.43% | +2,000+0.5% | Added |
| Clearbridge Investments, LLC | 383,061 | $38.9M | 0.03% | −5,457−1.4% | Reduced |
| Deutsche Bank AG | 374,332 | $38.0M | 0.02% | −4,691−1.2% | Reduced |
| Kames Capital plc | 360,332 | $36.6M | 0.58% | +360,332 | New |
| Nuveen Asset Management, LLC | 342,662 | $34.8M | 0.01% | +27,611+8.8% | Added |
| UBS Group AG | 341,252 | $34.6M | 0.01% | +38,613+12.8% | Added |
| Bank of New York Mellon Corp | 340,769 | $34.6M | 0.01% | −3,624−1.1% | Reduced |
| Bank of America Corp | 339,227 | $34.4M | 0.00% | +611+0.2% | Added |
| William Blair Investment Management, LLC | 328,887 | $33.4M | 0.10% | −25,637−7.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 269,238 | $27.3M | 0.06% | +12,009+4.7% | Added |
| Morgan Stanley | 262,608 | $26.7M | 0.00% | +66,576+34.0% | Added |
| SEI Investments Co | 255,905 | $26.0M | 0.04% | −46,689−15.4% | Reduced |
| Envestnet Asset Management Inc | 234,849 | $23.8M | 0.01% | −2,841−1.2% | Reduced |
| Goldman Sachs Group Inc | 226,488 | $23.0M | 0.01% | +16,912+8.1% | Added |
| Bessemer Group Inc | 190,647 | $19.4M | 0.04% | +70,587+58.8% | Added |
| Natixis Advisors, L.P. | 183,706 | $18.7M | 0.05% | +10,481+6.1% | Added |
| D. E. Shaw & Co., Inc. | 182,034 | $18.5M | 0.03% | −50,501−21.7% | Reduced |
| Vista Equity Partners Management, LLC | 178,777 | $18.2M | 0.44% | +27,258+18.0% | Added |
| Squarepoint Ops LLC | 172,071 | $17.5M | 0.07% | −4,335−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 157,433 | $16.0M | 0.03% | −21,321−11.9% | Reduced |
| Wellington Management Group LLP | 156,745 | $15.9M | 0.00% | −47,697−23.3% | Reduced |
| Segall Bryant & Hamill, LLC | 140,612 | $14.3M | 0.28% | −552−0.4% | Reduced |
| Impax Asset Management Group plc | 136,086 | $13.8M | 0.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 121,600 | $12.3M | 0.03% | −60,800−33.3% | Reduced |
| Swedbank AB | 119,000 | $12.1M | 0.02% | −1,000−0.8% | Reduced |
| Qube Research & Technologies Ltd | 117,084 | $11.9M | 0.03% | +100,798+618.9% | Added |
| Royal Bank of Canada | 116,804 | $11.9M | 0.00% | +11,694+11.1% | Added |
| Man Group plc | 113,267 | $11.5M | 0.03% | – | – |
| State of Wisconsin Investment Board | 111,568 | $11.3M | 0.03% | +53,300+91.5% | Added |
| Federated Hermes, Inc. | 109,545 | $11.1M | 0.03% | −13,406−10.9% | Reduced |
| Credit Suisse AG | 105,292 | $10.7M | 0.01% | −7,750−6.9% | Reduced |
| AXA S.A. | 105,117 | $10.7M | 0.03% | −6,165−5.5% | Reduced |
| Russell Investments Group, Ltd. | 95,355 | $9.68M | 0.02% | −18,775−16.5% | Reduced |
| Swiss National Bank | 93,221 | $9.46M | 0.01% | −15,700−14.4% | Reduced |
| California Public Employees Retirement System | 88,873 | $9.02M | 0.01% | −1,748−1.9% | Reduced |
| Barclays PLC | 88,110 | $8.95M | 0.00% | +70,054+388.0% | Added |
| Jane Street Group, LLC | 86,900 | $8.82M | 0.01% | +72,857+518.8% | Added |
| Oppenheimer Asset Management Inc. | 84,738 | $8.60M | 0.12% | −1,818−2.1% | Reduced |
| EULAV Asset Management | 76,400 | $7.76M | 0.24% | 00.0% | Unchanged |
| Kopp Family Office, LLC | 76,386 | $7.75M | 4.53% | 00.0% | Unchanged |
| Rhumbline Advisers | 73,279 | $7.44M | 0.01% | −281−0.4% | Reduced |
| Comerica Bank | 71,056 | $7.21M | 0.03% | −114−0.2% | Reduced |
| Advantage Alpha Capital Partners LP | 69,466 | $7.05M | 1.33% | +30,913+80.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 67,000 | $6.80M | 0.09% | +14,000+26.4% | Added |
| King Luther Capital Management Corp | 66,447 | $6.75M | 0.03% | −2,936−4.2% | Reduced |
| Great West Life Assurance Co | 66,322 | $6.72M | 0.01% | −161−0.2% | Reduced |
| Alliancebernstein L.P. | 61,926 | $6.29M | 0.00% | +4,834+8.5% | Added |
| Unisphere Establishment | 60,500 | $6.14M | 0.06% | +60,500 | New |
| Orser Capital Management, LLC | 58,252 | $5.91M | 6.79% | −4,130−6.6% | Reduced |
| UBS Asset Management Americas Inc | 55,919 | $5.68M | 0.00% | +1,653+3.0% | Added |
| Two Sigma Investments, LP | 53,439 | $5.43M | 0.01% | −129,365−70.8% | Reduced |
| California State Teachers Retirement System | 50,339 | $5.11M | 0.01% | −4,272−7.8% | Reduced |
| Ingalls & Snyder LLC | 49,878 | $5.06M | 0.23% | +438+0.9% | Added |
| Stifel Financial Corp | 48,719 | $4.95M | 0.01% | −851−1.7% | Reduced |
| Occudo Quantitative Strategies LP | 48,063 | $4.88M | 0.66% | +48,063 | New |
| Legal & General Group Plc | 48,053 | $4.88M | 0.00% | −95−0.2% | Reduced |
| Voya Investment Management LLC | 47,861 | $4.86M | 0.01% | +28,429+146.3% | Added |
| Next Century Growth Investors LLC | 46,195 | $4.69M | 0.46% | +6,296+15.8% | Added |
| BNP Paribas Arbitrage, SA | 46,105 | $4.68M | 0.01% | −3,894−7.8% | Reduced |
| Moody Aldrich Partners LLC | 45,247 | $4.59M | 0.83% | −17,281−27.6% | Reduced |
| Resources Investment Advisors, LLC. | 44,751 | $4.54M | 0.08% | +1,385+3.2% | Added |
| Knights of Columbus Asset Advisors LLC | 43,428 | $4.41M | 0.28% | +22,553+108.0% | Added |
| Numerai GP LLC | 42,273 | $4.29M | 1.52% | −21,827−34.1% | Reduced |
| Trexquant Investment LP | 42,170 | $4.28M | 0.10% | −18,363−30.3% | Reduced |
| Frontier Capital Management Co LLC | 41,172 | $4.18M | 0.04% | −3,785−8.4% | Reduced |
| Citadel Advisors LLC | 41,002 | $4.16M | 0.00% | −45,431−52.6% | Reduced |
| Susquehanna International Group, LLP | 38,383 | $3.90M | 0.01% | −50,393−56.8% | Reduced |
| Royce & Associates LP | 37,597 | $3.82M | 0.04% | −1,190−3.1% | Reduced |
| Crestline Management, LP | 37,358 | $3.79M | 0.35% | +37,358 | New |