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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 442,684 | $44.9M | 0.06% | +45,334+11.4% | Added |
| DF Dent & Co Inc | 494,192 | $50.2M | 0.66% | −31,764−6.0% | Reduced |
| Norges Bank | 561,657 | $57.0M | 0.01% | +34,193+6.5% | Added |
| Thrivent Financial for Lutherans | 564,504 | $57.3M | 0.12% | −71,608−11.3% | Reduced |
| Northern Trust Corp | 596,813 | $60.6M | 0.01% | +2,468+0.4% | Added |
| Renaissance Technologies LLC | 617,600 | $62.7M | 0.10% | +73,400+13.5% | Added |
| First Trust Advisors LP | 626,803 | $63.6M | 0.07% | +47,256+8.2% | Added |
| Loomis Sayles & Co L P | 701,008 | $71.2M | 0.11% | +17,590+2.6% | Added |
| Mairs & Power Inc | 768,573 | $78.0M | 0.82% | −24,692−3.1% | Reduced |
| Champlain Investment Partners, LLC | 847,169 | $86.0M | 0.51% | −44,014−4.9% | Reduced |
| Conestoga Capital Advisors, LLC | 952,730 | $96.7M | 1.45% | +5,440+0.6% | Added |
| Invesco Ltd. | 991,203 | $100.6M | 0.02% | −185,848−15.8% | Reduced |
| Geode Capital Management, LLC | 1,022,664 | $103.8M | 0.01% | +62,713+6.5% | Added |
| Brown Advisory Inc | 1,093,530 | $111.0M | 0.16% | −3,920−0.4% | Reduced |
| State Street Corp | 1,166,861 | $118.5M | 0.01% | +89,783+8.3% | Added |
| Brown Capital Management LLC | 1,271,707 | $129.1M | 1.94% | +234,255+22.6% | Added |
| Artisan Partners Limited Partnership | 1,275,009 | $129.5M | 0.20% | +51,506+4.2% | Added |
| JPMorgan Chase & Co | 1,431,128 | $145.3M | 0.01% | +5,685+0.4% | Added |
| Ameriprise Financial Inc | 1,553,293 | $157.7M | 0.05% | +5,675+0.4% | Added |
| T. Rowe Price Investment Management, Inc. | 1,568,359 | $159.2M | 0.10% | +3,836+0.2% | Added |
| Riverbridge Partners LLC | 2,005,276 | $203.6M | 2.54% | −46,309−2.3% | Reduced |
| Macquarie Group Ltd | 2,032,154 | $206.3M | 0.24% | +8,265+0.4% | Added |
| FMR LLC | 2,433,438 | $247.1M | 0.02% | +592,150+32.2% | Added |
| BlackRock Inc. | 4,045,157 | $410.7M | 0.01% | +271,464+7.2% | Added |
| Vanguard Group Inc | 5,004,409 | $508.1M | 0.01% | +51,284+1.0% | Added |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −51,714−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −42,255−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −37,046−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −34,576−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −34,576−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −24,697−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −20,266−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −19,758−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −19,758−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −19,758−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −14,818−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,233−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,837−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,814−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,070−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −9,879−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −7,930−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,601−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,893−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,671−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −4,969−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |