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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 36,015 | $3.66M | 0.01% | +21,139+142.1% | Added |
| TD Asset Management Inc | 35,900 | $3.64M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 35,076 | $3.56M | 0.00% | −275−0.8% | Reduced |
| Woodline Partners LP | 33,812 | $3.43M | 0.04% | −37,572−52.6% | Reduced |
| Hillsdale Investment Management Inc. | 32,850 | $3.34M | 0.27% | −3,710−10.1% | Reduced |
| Citigroup Inc | 32,301 | $3.28M | 0.00% | +7,227+28.8% | Added |
| Redwood Investments, LLC | 29,314 | $2.98M | 0.78% | −148,474−83.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 28,392 | $2.88M | 0.92% | −4,710−14.2% | Reduced |
| Jump Financial, LLC | 27,743 | $2.82M | 0.09% | +20,931+307.3% | Added |
| HighTower Advisors, LLC | 27,811 | $2.81M | 0.00% | +335+1.2% | Added |
| Manufacturers Life Insurance Company, The | 26,875 | $2.73M | 0.00% | +29+0.1% | Added |
| State of New Jersey Common Pension Fund D | 26,751 | $2.72M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 25,785 | $2.62M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 25,538 | $2.59M | 0.03% | −1,155−4.3% | Reduced |
| Balyasny Asset Management LLC | 25,126 | $2.55M | 0.01% | +9,040+56.2% | Added |
| Dimensional Fund Advisors LP | 24,935 | $2.53M | 0.00% | +97+0.4% | Added |
| American International Group, Inc. | 24,727 | $2.51M | 0.01% | +304+1.2% | Added |
| Dorsey & Whitney Trust CO LLC | 24,726 | $2.51M | 0.19% | −486−1.9% | Reduced |
| Engineers Gate Manager LP | 24,693 | $2.51M | 0.07% | +13,609+122.8% | Added |
| Picton Mahoney Asset Management | 24,515 | $2.49M | 0.12% | +845+3.6% | Added |
| Cubist Systematic Strategies, LLC | 24,336 | $2.47M | 0.03% | −17,517−41.9% | Reduced |
| Aquatic Capital Management LLC | 24,200 | $2.46M | 0.06% | +20,800+611.8% | Added |
| US Bancorp | 23,645 | $2.40M | 0.00% | −2,966−11.1% | Reduced |
| Janus Henderson Group PLC | 22,998 | $2.34M | 0.00% | +4,613+25.1% | Added |
| Wells Fargo & Company | 22,757 | $2.31M | 0.00% | −8,786−27.9% | Reduced |
| Mariner, LLC | 21,024 | $2.13M | 0.01% | +3,256+18.3% | Added |
| Captrust Financial Advisors | 20,865 | $2.12M | 0.01% | +775+3.9% | Added |
| Legacy Bridge, LLC | 20,264 | $2.06M | 1.33% | −70−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 19,992 | $2.03M | 0.00% | +5,922+42.1% | Added |
| Janney Montgomery Scott LLC | 19,114 | $1.94M | 0.01% | +82+0.4% | Added |
| LPL Financial LLC | 18,733 | $1.90M | 0.00% | −2,041−9.8% | Reduced |
| Azzad Asset Management Inc | 17,933 | $1.82M | 0.23% | −38−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 17,767 | $1.80M | 0.07% | +17,767 | New |
| Avantax Planning Partners, Inc. | 17,755 | $1.80M | 0.07% | +9+0.1% | Added |
| Quantbot Technologies LP | 17,554 | $1.78M | 0.10% | +10,257+140.6% | Added |
| Moody National Bank Trust Division | 17,404 | $1.77M | 0.14% | 00.0% | Unchanged |
| Twinbeech Capital LP | 17,014 | $1.73M | 0.03% | +17,014 | New |
| Cetera Advisor Networks LLC | 16,984 | $1.72M | 0.01% | −49−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 16,930 | $1.72M | 0.00% | +700+4.3% | Added |
| Assenagon Asset Management S.A. | 16,926 | $1.72M | 0.01% | −1,474−8.0% | Reduced |
| Los Angeles Capital Management LLC | 16,064 | $1.63M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 14,928 | $1.52M | 0.01% | −462−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,559 | $1.48M | 0.16% | −831−5.4% | Reduced |
| State Board of Administration of Florida Retirement System | 13,970 | $1.42M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,231 | $1.34M | 0.01% | −875−6.2% | Reduced |
| Financial Counselors Inc | 13,064 | $1.33M | 0.02% | 00.0% | Unchanged |
| Advisory Research Inc | 12,666 | $1.29M | 0.20% | −11,871−48.4% | Reduced |
| Trust Point Inc. | 12,325 | $1.25M | 0.10% | +12,325 | New |
| Natixis | 11,730 | $1.19M | 0.01% | −296−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,314 | $1.15M | 0.01% | +11,314 | New |
| Advisor Group Holdings, Inc. | 11,127 | $1.13M | 0.00% | −5,567−33.3% | Reduced |
| Commonwealth Equity Services, LLC | 10,749 | $1.09M | 0.00% | −292−2.6% | Reduced |
| Holocene Advisors, LP | 10,659 | $1.08M | 0.00% | +10,659 | New |
| Talbot Financial, LLC | 10,500 | $1.07M | 0.16% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,195 | $1.04M | 0.00% | +261+2.6% | Added |
| Semanteon Capital Management, LP | 9,812 | $996.2K | 0.67% | +9,812 | New |
| Harbor Capital Advisors, Inc. | 9,732 | $988.1K | 0.19% | +1,059+12.2% | Added |
| Quadrature Capital Ltd | 9,304 | $943.9K | 0.02% | −12,661−57.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,189 | $933.0K | 0.00% | −343−3.6% | Reduced |
| Bell Bank | 9,139 | $927.9K | 0.09% | −835−8.4% | Reduced |
| Vancity Investment Management Ltd | 9,112 | $925.0K | 0.14% | +1,113+13.9% | Added |
| Petrus Trust Company, LTA | 9,038 | $917.6K | 0.09% | +1,447+19.1% | Added |
| Glenmede Trust Co NA | 8,965 | $910.2K | 0.00% | −1,915−17.6% | Reduced |
| ExodusPoint Capital Management, LP | 8,938 | $907.0K | 0.01% | +8,938 | New |
| ProShare Advisors LLC | 8,678 | $881.1K | 0.00% | +1,998+29.9% | Added |
| Empower Advisory Group, LLC | 8,521 | $865.1K | 0.00% | −140−1.6% | Reduced |
| Aigen Investment Management, LP | 8,260 | $838.6K | 0.15% | +8,260 | New |
| MML Investors Services, LLC | 8,216 | $834.0K | 0.00% | +388+5.0% | Added |
| Bank of Montreal | 7,922 | $823.6K | 0.00% | +605+8.3% | Added |
| Handelsbanken Fonder AB | 8,000 | $812.0K | 0.00% | +1,100+15.9% | Added |
| Tower Research Capital LLC (TRC) | 7,598 | $771.4K | 0.01% | +5,840+332.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,588 | $770.4K | 0.00% | +7,588 | New |
| Virtu Financial LLC | 7,454 | $757.0K | 0.06% | +7,454 | New |
| Corton Capital Inc. | 7,316 | $742.8K | 0.24% | +4,138+130.2% | Added |
| Park Avenue Securities LLC | 7,263 | $737.0K | 0.01% | −576−7.3% | Reduced |
| Amalgamated Bank | 7,137 | $725.0K | 0.01% | −320−4.3% | Reduced |
| Prudential Financial Inc | 7,138 | $724.7K | 0.00% | −121−1.7% | Reduced |
| Versor Investments LP | 6,946 | $705.2K | 0.14% | +6,946 | New |
| Victory Capital Management Inc | 6,458 | $655.7K | 0.00% | +1,257+24.2% | Added |
| FDx Advisors, Inc. | 6,152 | $625.0K | 0.05% | −1,290−17.3% | Reduced |
| Icon Wealth Advisors, LLC | 6,149 | $624.3K | 0.06% | +6,149 | New |
| CWM, LLC | 6,043 | $614.0K | 0.00% | −1,143−15.9% | Reduced |
| Diversified Trust Co | 5,762 | $585.0K | 0.02% | +244+4.4% | Added |
| Principal Financial Group Inc | 5,735 | $582.3K | 0.00% | +624+12.2% | Added |
| Pictet Asset Management Holding SA | 5,712 | $579.9K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 5,570 | $566.0K | 0.00% | +483+9.5% | Added |
| Voya Financial Advisors, Inc. | 5,436 | $562.3K | 0.07% | −27−0.5% | Reduced |
| Pathstone Holdings, LLC | 5,427 | $551.0K | 0.00% | +5,427 | New |
| Schroder Investment Management Group | 5,188 | $540.5K | 0.00% | +461+9.8% | Added |
| Capstone Investment Advisors, LLC | 5,119 | $519.7K | 0.01% | +1,519+42.2% | Added |
| STRS Ohio | 5,100 | $517.0K | 0.00% | −700−12.1% | Reduced |
| Inspire Advisors, LLC | 5,024 | $510.1K | 0.08% | +5,024 | New |
| Ameritas Investment Partners, Inc. | 5,024 | $510.1K | 0.02% | +162+3.3% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $508.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,764 | $484.0K | 0.05% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,756 | $482.9K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,677 | $474.9K | 0.04% | +4,677 | New |
| Sage Rhino Capital LLC | 4,563 | $463.3K | 0.12% | +29+0.6% | Added |
| DC Investments Management, LLC | 4,559 | $462.9K | 0.47% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,496 | $456.5K | 0.21% | −388−7.9% | Reduced |