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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 22,757 | $2.31M | 0.00% | −8,786−27.9% | Reduced |
| Janus Henderson Group PLC | 22,998 | $2.34M | 0.00% | +4,613+25.1% | Added |
| US Bancorp | 23,645 | $2.40M | 0.00% | −2,966−11.1% | Reduced |
| Aquatic Capital Management LLC | 24,200 | $2.46M | 0.06% | +20,800+611.8% | Added |
| Cubist Systematic Strategies, LLC | 24,336 | $2.47M | 0.03% | −17,517−41.9% | Reduced |
| Picton Mahoney Asset Management | 24,515 | $2.49M | 0.12% | +845+3.6% | Added |
| Engineers Gate Manager LP | 24,693 | $2.51M | 0.07% | +13,609+122.8% | Added |
| Dorsey & Whitney Trust CO LLC | 24,726 | $2.51M | 0.19% | −486−1.9% | Reduced |
| American International Group, Inc. | 24,727 | $2.51M | 0.01% | +304+1.2% | Added |
| Dimensional Fund Advisors LP | 24,935 | $2.53M | 0.00% | +97+0.4% | Added |
| Balyasny Asset Management LLC | 25,126 | $2.55M | 0.01% | +9,040+56.2% | Added |
| Mutual of America Capital Management LLC | 25,538 | $2.59M | 0.03% | −1,155−4.3% | Reduced |
| MetLife Investment Management | 25,785 | $2.62M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 26,751 | $2.72M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,875 | $2.73M | 0.00% | +29+0.1% | Added |
| HighTower Advisors, LLC | 27,811 | $2.81M | 0.00% | +335+1.2% | Added |
| Jump Financial, LLC | 27,743 | $2.82M | 0.09% | +20,931+307.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 28,392 | $2.88M | 0.92% | −4,710−14.2% | Reduced |
| Redwood Investments, LLC | 29,314 | $2.98M | 0.78% | −148,474−83.5% | Reduced |
| Citigroup Inc | 32,301 | $3.28M | 0.00% | +7,227+28.8% | Added |
| Hillsdale Investment Management Inc. | 32,850 | $3.34M | 0.27% | −3,710−10.1% | Reduced |
| Woodline Partners LP | 33,812 | $3.43M | 0.04% | −37,572−52.6% | Reduced |
| Raymond James & Associates | 35,076 | $3.56M | 0.00% | −275−0.8% | Reduced |
| TD Asset Management Inc | 35,900 | $3.64M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 36,015 | $3.66M | 0.01% | +21,139+142.1% | Added |
| Crestline Management, LP | 37,358 | $3.79M | 0.35% | +37,358 | New |
| Royce & Associates LP | 37,597 | $3.82M | 0.04% | −1,190−3.1% | Reduced |
| Susquehanna International Group, LLP | 38,383 | $3.90M | 0.01% | −50,393−56.8% | Reduced |
| Citadel Advisors LLC | 41,002 | $4.16M | 0.00% | −45,431−52.6% | Reduced |
| Frontier Capital Management Co LLC | 41,172 | $4.18M | 0.04% | −3,785−8.4% | Reduced |
| Trexquant Investment LP | 42,170 | $4.28M | 0.10% | −18,363−30.3% | Reduced |
| Numerai GP LLC | 42,273 | $4.29M | 1.52% | −21,827−34.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 43,428 | $4.41M | 0.28% | +22,553+108.0% | Added |
| Resources Investment Advisors, LLC. | 44,751 | $4.54M | 0.08% | +1,385+3.2% | Added |
| Moody Aldrich Partners LLC | 45,247 | $4.59M | 0.83% | −17,281−27.6% | Reduced |
| BNP Paribas Arbitrage, SA | 46,105 | $4.68M | 0.01% | −3,894−7.8% | Reduced |
| Next Century Growth Investors LLC | 46,195 | $4.69M | 0.46% | +6,296+15.8% | Added |
| Voya Investment Management LLC | 47,861 | $4.86M | 0.01% | +28,429+146.3% | Added |
| Legal & General Group Plc | 48,053 | $4.88M | 0.00% | −95−0.2% | Reduced |
| Occudo Quantitative Strategies LP | 48,063 | $4.88M | 0.66% | +48,063 | New |
| Stifel Financial Corp | 48,719 | $4.95M | 0.01% | −851−1.7% | Reduced |
| Ingalls & Snyder LLC | 49,878 | $5.06M | 0.23% | +438+0.9% | Added |
| California State Teachers Retirement System | 50,339 | $5.11M | 0.01% | −4,272−7.8% | Reduced |
| Two Sigma Investments, LP | 53,439 | $5.43M | 0.01% | −129,365−70.8% | Reduced |
| UBS Asset Management Americas Inc | 55,919 | $5.68M | 0.00% | +1,653+3.0% | Added |
| Orser Capital Management, LLC | 58,252 | $5.91M | 6.79% | −4,130−6.6% | Reduced |
| Unisphere Establishment | 60,500 | $6.14M | 0.06% | +60,500 | New |
| Alliancebernstein L.P. | 61,926 | $6.29M | 0.00% | +4,834+8.5% | Added |
| Great West Life Assurance Co | 66,322 | $6.72M | 0.01% | −161−0.2% | Reduced |
| King Luther Capital Management Corp | 66,447 | $6.75M | 0.03% | −2,936−4.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 67,000 | $6.80M | 0.09% | +14,000+26.4% | Added |
| Advantage Alpha Capital Partners LP | 69,466 | $7.05M | 1.33% | +30,913+80.2% | Added |
| Comerica Bank | 71,056 | $7.21M | 0.03% | −114−0.2% | Reduced |
| Rhumbline Advisers | 73,279 | $7.44M | 0.01% | −281−0.4% | Reduced |
| Kopp Family Office, LLC | 76,386 | $7.75M | 4.53% | 00.0% | Unchanged |
| EULAV Asset Management | 76,400 | $7.76M | 0.24% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 84,738 | $8.60M | 0.12% | −1,818−2.1% | Reduced |
| Jane Street Group, LLC | 86,900 | $8.82M | 0.01% | +72,857+518.8% | Added |
| Barclays PLC | 88,110 | $8.95M | 0.00% | +70,054+388.0% | Added |
| California Public Employees Retirement System | 88,873 | $9.02M | 0.01% | −1,748−1.9% | Reduced |
| Swiss National Bank | 93,221 | $9.46M | 0.01% | −15,700−14.4% | Reduced |
| Russell Investments Group, Ltd. | 95,355 | $9.68M | 0.02% | −18,775−16.5% | Reduced |
| AXA S.A. | 105,117 | $10.7M | 0.03% | −6,165−5.5% | Reduced |
| Credit Suisse AG | 105,292 | $10.7M | 0.01% | −7,750−6.9% | Reduced |
| Federated Hermes, Inc. | 109,545 | $11.1M | 0.03% | −13,406−10.9% | Reduced |
| State of Wisconsin Investment Board | 111,568 | $11.3M | 0.03% | +53,300+91.5% | Added |
| Man Group plc | 113,267 | $11.5M | 0.03% | – | – |
| Royal Bank of Canada | 116,804 | $11.9M | 0.00% | +11,694+11.1% | Added |
| Qube Research & Technologies Ltd | 117,084 | $11.9M | 0.03% | +100,798+618.9% | Added |
| Swedbank AB | 119,000 | $12.1M | 0.02% | −1,000−0.8% | Reduced |
| Two Sigma Advisers, LP | 121,600 | $12.3M | 0.03% | −60,800−33.3% | Reduced |
| Impax Asset Management Group plc | 136,086 | $13.8M | 0.06% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 140,612 | $14.3M | 0.28% | −552−0.4% | Reduced |
| Wellington Management Group LLP | 156,745 | $15.9M | 0.00% | −47,697−23.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 157,433 | $16.0M | 0.03% | −21,321−11.9% | Reduced |
| Squarepoint Ops LLC | 172,071 | $17.5M | 0.07% | −4,335−2.5% | Reduced |
| Vista Equity Partners Management, LLC | 178,777 | $18.2M | 0.44% | +27,258+18.0% | Added |
| D. E. Shaw & Co., Inc. | 182,034 | $18.5M | 0.03% | −50,501−21.7% | Reduced |
| Natixis Advisors, L.P. | 183,706 | $18.7M | 0.05% | +10,481+6.1% | Added |
| Bessemer Group Inc | 190,647 | $19.4M | 0.04% | +70,587+58.8% | Added |
| Goldman Sachs Group Inc | 226,488 | $23.0M | 0.01% | +16,912+8.1% | Added |
| Envestnet Asset Management Inc | 234,849 | $23.8M | 0.01% | −2,841−1.2% | Reduced |
| SEI Investments Co | 255,905 | $26.0M | 0.04% | −46,689−15.4% | Reduced |
| Morgan Stanley | 262,608 | $26.7M | 0.00% | +66,576+34.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 269,238 | $27.3M | 0.06% | +12,009+4.7% | Added |
| William Blair Investment Management, LLC | 328,887 | $33.4M | 0.10% | −25,637−7.2% | Reduced |
| Bank of America Corp | 339,227 | $34.4M | 0.00% | +611+0.2% | Added |
| Bank of New York Mellon Corp | 340,769 | $34.6M | 0.01% | −3,624−1.1% | Reduced |
| UBS Group AG | 341,252 | $34.6M | 0.01% | +38,613+12.8% | Added |
| Nuveen Asset Management, LLC | 342,662 | $34.8M | 0.01% | +27,611+8.8% | Added |
| Kames Capital plc | 360,332 | $36.6M | 0.58% | +360,332 | New |
| Deutsche Bank AG | 374,332 | $38.0M | 0.02% | −4,691−1.2% | Reduced |
| Clearbridge Investments, LLC | 383,061 | $38.9M | 0.03% | −5,457−1.4% | Reduced |
| Ranger Investment Management, L.P. | 394,686 | $40.1M | 2.43% | +2,000+0.5% | Added |
| Price T Rowe Associates Inc | 402,019 | $40.8M | 0.01% | −360.0% | Reduced |
| Millennium Management LLC | 404,067 | $41.0M | 0.04% | +5,909+1.5% | Added |
| Standard Life Aberdeen plc | 404,788 | $41.1M | 0.09% | +4,087+1.0% | Added |
| Charles Schwab Investment Management Inc | 416,805 | $42.3M | 0.01% | −411−0.1% | Reduced |
| TimesSquare Capital Management, LLC | 418,635 | $42.5M | 0.63% | +20,445+5.1% | Added |
| Granahan Investment Management Inc | 419,090 | $42.6M | 1.41% | −16,611−3.8% | Reduced |