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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 2 | $204 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $508 | 0.00% | −1−16.7% | Reduced |
| Glassman Wealth Services | 7 | $711 | 0.00% | +4+133.3% | Added |
| Baystate Wealth Management LLC | 9 | $914 | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 10 | $1.01K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $1.62K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $2.00K | 0.00% | +12+240.0% | Added |
| AdvisorNet Financial, Inc | 21 | $2.13K | 0.00% | −1−4.5% | Reduced |
| Principal Securities, Inc. | 23 | $2.33K | 0.00% | +23 | New |
| Central Trust Co | 32 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $3.55K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 39 | $3.96K | 0.00% | +17+77.3% | Added |
| EverSource Wealth Advisors, LLC | 40 | $4.06K | 0.00% | +21+110.5% | Added |
| Lindbrook Capital, LLC | 41 | $4.16K | 0.00% | −22−34.9% | Reduced |
| Washington Trust Advisors, Inc. | 46 | $4.67K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $4.93K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 52 | $5.28K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 53 | $5.38K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $5.48K | 0.00% | +5+10.2% | Added |
| Farther Finance Advisors, LLC | 57 | $5.79K | 0.00% | +57 | New |
| Global Retirement Partners, LLC | 67 | $6.39K | 0.00% | +63+1,575.0% | Added |
| Massmutual Trust Co FSB | 64 | $6.50K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 71 | $6.60K | 0.00% | +71 | New |
| Harel Insurance Investments & Financial Services Ltd. | 65 | $7.00K | 0.00% | −46−41.4% | Reduced |
| Globeflex Capital L P | 71 | $7.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $7.72K | 0.00% | +76 | New |
| Quarry LP | 84 | $8.53K | 0.00% | −183−68.5% | Reduced |
| Covestor Ltd | 90 | $9.00K | 0.01% | −1−1.1% | Reduced |
| Group One Trading, L.P. | 95 | $9.64K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 116 | $11.8K | 0.00% | +6+5.5% | Added |
| Venturi Wealth Management, LLC | 123 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 141 | $14.3K | 0.00% | −6−4.1% | Reduced |
| Proequities, Inc. | 149 | $15.1K | 0.00% | −45−23.2% | Reduced |
| Huntington National Bank | 166 | $16.9K | 0.00% | −3−1.8% | Reduced |
| Sunbelt Securities, Inc. | 169 | $17.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 169 | $17.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 182 | $18.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 186 | $18.9K | 0.00% | −130−41.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 196 | $20.0K | 0.00% | +10+5.4% | Added |
| Arcadia Investment Management Corp | 208 | $21.1K | 0.00% | +20+10.6% | Added |
| Advisory Services Network, LLC | 211 | $21.4K | 0.00% | +211 | New |
| RiverPark Advisors, LLC | 247 | $25.1K | 0.02% | +66+36.5% | Added |
| DekaBank Deutsche Girozentrale | 314 | $32.0K | 0.00% | −16,155−98.1% | Reduced |
| Walleye Trading LLC | 328 | $33.3K | 0.00% | −539−62.2% | Reduced |
| GHP Investment Advisors, Inc. | 394 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 452 | $45.9K | 0.00% | +447+8,940.0% | Added |
| Abound Wealth Management | 500 | $50.8K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 577 | $58.6K | 0.00% | −1,990−77.5% | Reduced |
| First Horizon Advisors, Inc. | 584 | $59.3K | 0.00% | −44−7.0% | Reduced |
| SYSTM Wealth Solutions LLC | 679 | $68.9K | 0.01% | +679 | New |
| Harbor Investment Advisory, LLC | 699 | $71.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 779 | $80.5K | 0.02% | +779 | New |
| Signaturefd, LLC | 835 | $84.8K | 0.00% | −124−12.9% | Reduced |
| Park Place Capital Corp | 835 | $84.8K | 0.03% | −22−2.6% | Reduced |
| Benjamin Edwards Inc | 998 | $101.0K | 0.02% | +4+0.4% | Added |
| KBC Group NV | 1,038 | $105.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,053 | $107.0K | 0.00% | +1,053 | New |
| GPS Wealth Strategies Group, LLC | 1,075 | $109.1K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,185 | $120.3K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $132.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,350 | $137.1K | 0.00% | −100−6.9% | Reduced |
| Fifth Third Bancorp | 1,552 | $157.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,800 | $167.8K | 0.00% | +132+7.9% | Added |
| Advisors Asset Management, Inc. | 1,671 | $169.7K | 0.00% | −267−13.8% | Reduced |
| Paladin Advisory Group, LLC | 1,857 | $188.5K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 1,917 | $194.6K | 0.04% | −2,610−57.7% | Reduced |
| Beacon Pointe Advisors, LLC | 2,000 | $203.1K | 0.00% | −15−0.7% | Reduced |
| Brinker Capital Investments, LLC | 2,212 | $205.7K | 0.00% | −763−25.6% | Reduced |
| Orion Portfolio Solutions, LLC | 2,212 | $205.7K | 0.00% | −763−25.6% | Reduced |
| Wedbush Securities Inc | 2,025 | $206.0K | 0.01% | +5+0.2% | Added |
| Mercer Global Advisors Inc | 2,045 | $208.0K | 0.00% | −80−3.8% | Reduced |
| Stephenson National Bank & Trust | 2,069 | $210.1K | 0.10% | −144−6.5% | Reduced |
| Shell Asset Management Co | 2,078 | $211.0K | 0.01% | −624−23.1% | Reduced |
| Mission Wealth Management, LP | 2,085 | $211.7K | 0.01% | +85+4.3% | Added |
| Franklin Resources Inc | 2,092 | $212.4K | 0.00% | +544+35.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,101 | $213.0K | 0.00% | +2,101 | New |
| Susquehanna Portfolio Strategies, LLC | 2,100 | $213.2K | 0.00% | +2,100 | New |
| SRS Capital Advisors, Inc. | 2,144 | $217.7K | 0.02% | +27+1.3% | Added |
| Contravisory Investment Management, Inc. | 2,258 | $229.3K | 0.06% | −18−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,284 | $231.9K | 0.02% | −28−1.2% | Reduced |
| Neuberger Berman Group LLC | 2,342 | $237.8K | 0.00% | +14+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 2,409 | $244.6K | 0.00% | +2,409 | New |
| Parkside Financial Bank & Trust | 2,416 | $245.3K | 0.04% | +146+6.4% | Added |
| O'Shaughnessy Asset Management, LLC | 2,467 | $250.5K | 0.00% | −361−12.8% | Reduced |
| Quantinno Capital Management LP | 2,470 | $251.0K | 0.01% | +2+0.1% | Added |
| Atria Wealth Solutions, Inc. | 2,475 | $251.3K | 0.00% | +13+0.5% | Added |
| nVerses Capital, LLC | – | $253.8K | 0.71% | – | New |
| American Century Companies Inc | 2,554 | $259.3K | 0.00% | +274+12.0% | Added |
| AtonRa Partners | 2,618 | $265.8K | 0.53% | −401−13.3% | Reduced |
| Wealth Alliance | 2,620 | $266.0K | 0.04% | +121+4.8% | Added |
| Lazard Asset Management LLC | 2,640 | $267.0K | 0.00% | −150,701−98.3% | Reduced |
| Metropolitan Life Insurance Co | 2,815 | $285.8K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,881 | $292.5K | 0.01% | +72+2.6% | Added |
| Baird Financial Group, Inc. | 2,886 | $293.0K | 0.00% | −124−4.1% | Reduced |
| Summit Global Investments | 2,903 | $295.0K | 0.02% | +503+21.0% | Added |
| Mackenzie Financial Corp | 2,970 | $301.5K | 0.00% | +108+3.8% | Added |