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 |
|---|---|---|---|---|---|
| MQS Management LLC | 3,002 | $304.8K | 0.17% | −1,152−27.7% | Reduced |
| Xponance, Inc. | 3,019 | $306.5K | 0.00% | −820−21.4% | Reduced |
| Baron Wealth Management LLC | 3,144 | $319.2K | 0.17% | −2−0.1% | Reduced |
| Oracle Alpha Inc. | 3,200 | $324.9K | 0.42% | +3,200 | New |
| We Are One Seven, LLC | 3,204 | $325.3K | 0.02% | −272−7.8% | Reduced |
| Hardy Reed LLC | 3,210 | $325.9K | 0.04% | −15−0.5% | Reduced |
| Truist Financial Corp | 3,268 | $331.8K | 0.00% | −24−0.7% | Reduced |
| Blair William & Co | 3,302 | $335.3K | 0.00% | +335+11.3% | Added |
| New York Life Investment Management LLC | 3,371 | $342.3K | 0.00% | −100−2.9% | Reduced |
| JustInvest LLC | 3,396 | $344.8K | 0.01% | −417−10.9% | Reduced |
| Sonora Investment Management Group, LLC | 3,654 | $371.0K | 0.03% | +35+1.0% | Added |
| Gilbert & Cook, Inc. | 3,679 | $373.5K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,681 | $374.0K | 0.01% | −147−3.8% | Reduced |
| Verition Fund Management LLC | 3,801 | $385.9K | 0.00% | +781+25.9% | Added |
| CenterBook Partners LP | 3,942 | $400.2K | 0.05% | +418+11.9% | Added |
| Formula Growth Ltd | 3,977 | $403.8K | 0.13% | +3,977 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $406.1K | 0.00% | −19,000−82.6% | Reduced |
| First Hawaiian Bank | 4,050 | $411.2K | 0.01% | −745−15.5% | Reduced |
| Affinity Investment Advisors, LLC | 4,096 | $415.9K | 0.28% | −2,840−40.9% | Reduced |
| PEAK6 Investments LLC | 4,151 | $421.5K | 0.02% | +4,151 | New |
| Crossmark Global Holdings, Inc. | 4,169 | $423.0K | 0.01% | +141+3.5% | Added |
| Harvest Management LLC | 4,200 | $426.4K | 0.48% | +700+20.0% | Added |
| Creative Planning | 4,211 | $427.5K | 0.00% | −418−9.0% | Reduced |
| Foster Group, Inc. | 4,368 | $442.7K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,398 | $446.5K | 0.04% | +4,398 | New |
| Transatlantique Private Wealth LLC | 4,496 | $456.5K | 0.21% | −388−7.9% | Reduced |
| DC Investments Management, LLC | 4,559 | $462.9K | 0.47% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,563 | $463.3K | 0.12% | +29+0.6% | Added |
| FORA Capital, LLC | 4,677 | $474.9K | 0.04% | +4,677 | New |
| Henshaw Capital LLC | 4,756 | $482.9K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,764 | $484.0K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,003 | $508.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,024 | $510.1K | 0.02% | +162+3.3% | Added |
| Inspire Advisors, LLC | 5,024 | $510.1K | 0.08% | +5,024 | New |
| STRS Ohio | 5,100 | $517.0K | 0.00% | −700−12.1% | Reduced |
| Capstone Investment Advisors, LLC | 5,119 | $519.7K | 0.01% | +1,519+42.2% | Added |
| Schroder Investment Management Group | 5,188 | $540.5K | 0.00% | +461+9.8% | Added |
| Pathstone Holdings, LLC | 5,427 | $551.0K | 0.00% | +5,427 | New |
| Voya Financial Advisors, Inc. | 5,436 | $562.3K | 0.07% | −27−0.5% | Reduced |
| Teacher Retirement System of Texas | 5,570 | $566.0K | 0.00% | +483+9.5% | Added |
| Pictet Asset Management Holding SA | 5,712 | $579.9K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 5,735 | $582.3K | 0.00% | +624+12.2% | Added |
| Diversified Trust Co | 5,762 | $585.0K | 0.02% | +244+4.4% | Added |
| CWM, LLC | 6,043 | $614.0K | 0.00% | −1,143−15.9% | Reduced |
| Icon Wealth Advisors, LLC | 6,149 | $624.3K | 0.06% | +6,149 | New |
| FDx Advisors, Inc. | 6,152 | $625.0K | 0.05% | −1,290−17.3% | Reduced |
| Victory Capital Management Inc | 6,458 | $655.7K | 0.00% | +1,257+24.2% | Added |
| Versor Investments LP | 6,946 | $705.2K | 0.14% | +6,946 | New |
| Prudential Financial Inc | 7,138 | $724.7K | 0.00% | −121−1.7% | Reduced |
| Amalgamated Bank | 7,137 | $725.0K | 0.01% | −320−4.3% | Reduced |
| Park Avenue Securities LLC | 7,263 | $737.0K | 0.01% | −576−7.3% | Reduced |
| Corton Capital Inc. | 7,316 | $742.8K | 0.24% | +4,138+130.2% | Added |
| Virtu Financial LLC | 7,454 | $757.0K | 0.06% | +7,454 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,588 | $770.4K | 0.00% | +7,588 | New |
| Tower Research Capital LLC (TRC) | 7,598 | $771.4K | 0.01% | +5,840+332.2% | Added |
| Handelsbanken Fonder AB | 8,000 | $812.0K | 0.00% | +1,100+15.9% | Added |
| Bank of Montreal | 7,922 | $823.6K | 0.00% | +605+8.3% | Added |
| MML Investors Services, LLC | 8,216 | $834.0K | 0.00% | +388+5.0% | Added |
| Aigen Investment Management, LP | 8,260 | $838.6K | 0.15% | +8,260 | New |
| Empower Advisory Group, LLC | 8,521 | $865.1K | 0.00% | −140−1.6% | Reduced |
| ProShare Advisors LLC | 8,678 | $881.1K | 0.00% | +1,998+29.9% | Added |
| ExodusPoint Capital Management, LP | 8,938 | $907.0K | 0.01% | +8,938 | New |
| Glenmede Trust Co NA | 8,965 | $910.2K | 0.00% | −1,915−17.6% | Reduced |
| Petrus Trust Company, LTA | 9,038 | $917.6K | 0.09% | +1,447+19.1% | Added |
| Vancity Investment Management Ltd | 9,112 | $925.0K | 0.14% | +1,113+13.9% | Added |
| Bell Bank | 9,139 | $927.9K | 0.09% | −835−8.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,189 | $933.0K | 0.00% | −343−3.6% | Reduced |
| Quadrature Capital Ltd | 9,304 | $943.9K | 0.02% | −12,661−57.6% | Reduced |
| Harbor Capital Advisors, Inc. | 9,732 | $988.1K | 0.19% | +1,059+12.2% | Added |
| Semanteon Capital Management, LP | 9,812 | $996.2K | 0.67% | +9,812 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,195 | $1.04M | 0.00% | +261+2.6% | Added |
| Talbot Financial, LLC | 10,500 | $1.07M | 0.16% | 00.0% | Unchanged |
| Holocene Advisors, LP | 10,659 | $1.08M | 0.00% | +10,659 | New |
| Commonwealth Equity Services, LLC | 10,749 | $1.09M | 0.00% | −292−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 11,127 | $1.13M | 0.00% | −5,567−33.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,314 | $1.15M | 0.01% | +11,314 | New |
| Natixis | 11,730 | $1.19M | 0.01% | −296−2.5% | Reduced |
| Trust Point Inc. | 12,325 | $1.25M | 0.10% | +12,325 | New |
| Advisory Research Inc | 12,666 | $1.29M | 0.20% | −11,871−48.4% | Reduced |
| Financial Counselors Inc | 13,064 | $1.33M | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,231 | $1.34M | 0.01% | −875−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 13,970 | $1.42M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,559 | $1.48M | 0.16% | −831−5.4% | Reduced |
| Vontobel Holding Ltd. | 14,928 | $1.52M | 0.01% | −462−3.0% | Reduced |
| Los Angeles Capital Management LLC | 16,064 | $1.63M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 16,926 | $1.72M | 0.01% | −1,474−8.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,930 | $1.72M | 0.00% | +700+4.3% | Added |
| Cetera Advisor Networks LLC | 16,984 | $1.72M | 0.01% | −49−0.3% | Reduced |
| Twinbeech Capital LP | 17,014 | $1.73M | 0.03% | +17,014 | New |
| Moody National Bank Trust Division | 17,404 | $1.77M | 0.14% | 00.0% | Unchanged |
| Quantbot Technologies LP | 17,554 | $1.78M | 0.10% | +10,257+140.6% | Added |
| Avantax Planning Partners, Inc. | 17,755 | $1.80M | 0.07% | +9+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 17,767 | $1.80M | 0.07% | +17,767 | New |
| Azzad Asset Management Inc | 17,933 | $1.82M | 0.23% | −38−0.2% | Reduced |
| LPL Financial LLC | 18,733 | $1.90M | 0.00% | −2,041−9.8% | Reduced |
| Janney Montgomery Scott LLC | 19,114 | $1.94M | 0.01% | +82+0.4% | Added |
| The PNC Financial Services Group, Inc. | 19,992 | $2.03M | 0.00% | +5,922+42.1% | Added |
| Legacy Bridge, LLC | 20,264 | $2.06M | 1.33% | −70−0.3% | Reduced |
| Captrust Financial Advisors | 20,865 | $2.12M | 0.01% | +775+3.9% | Added |
| Mariner, LLC | 21,024 | $2.13M | 0.01% | +3,256+18.3% | Added |