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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 4,398 | $446.5K | 0.04% | +4,398 | New |
| Foster Group, Inc. | 4,368 | $442.7K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 4,211 | $427.5K | 0.00% | −418−9.0% | Reduced |
| Harvest Management LLC | 4,200 | $426.4K | 0.48% | +700+20.0% | Added |
| Crossmark Global Holdings, Inc. | 4,169 | $423.0K | 0.01% | +141+3.5% | Added |
| PEAK6 Investments LLC | 4,151 | $421.5K | 0.02% | +4,151 | New |
| Affinity Investment Advisors, LLC | 4,096 | $415.9K | 0.28% | −2,840−40.9% | Reduced |
| First Hawaiian Bank | 4,050 | $411.2K | 0.01% | −745−15.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,000 | $406.1K | 0.00% | −19,000−82.6% | Reduced |
| Formula Growth Ltd | 3,977 | $403.8K | 0.13% | +3,977 | New |
| CenterBook Partners LP | 3,942 | $400.2K | 0.05% | +418+11.9% | Added |
| Verition Fund Management LLC | 3,801 | $385.9K | 0.00% | +781+25.9% | Added |
| Hantz Financial Services, Inc. | 3,681 | $374.0K | 0.01% | −147−3.8% | Reduced |
| Gilbert & Cook, Inc. | 3,679 | $373.5K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,654 | $371.0K | 0.03% | +35+1.0% | Added |
| JustInvest LLC | 3,396 | $344.8K | 0.01% | −417−10.9% | Reduced |
| New York Life Investment Management LLC | 3,371 | $342.3K | 0.00% | −100−2.9% | Reduced |
| Blair William & Co | 3,302 | $335.3K | 0.00% | +335+11.3% | Added |
| Truist Financial Corp | 3,268 | $331.8K | 0.00% | −24−0.7% | Reduced |
| Hardy Reed LLC | 3,210 | $325.9K | 0.04% | −15−0.5% | Reduced |
| We Are One Seven, LLC | 3,204 | $325.3K | 0.02% | −272−7.8% | Reduced |
| Oracle Alpha Inc. | 3,200 | $324.9K | 0.42% | +3,200 | New |
| Baron Wealth Management LLC | 3,144 | $319.2K | 0.17% | −2−0.1% | Reduced |
| Xponance, Inc. | 3,019 | $306.5K | 0.00% | −820−21.4% | Reduced |
| MQS Management LLC | 3,002 | $304.8K | 0.17% | −1,152−27.7% | Reduced |
| Mackenzie Financial Corp | 2,970 | $301.5K | 0.00% | +108+3.8% | Added |
| Summit Global Investments | 2,903 | $295.0K | 0.02% | +503+21.0% | Added |
| Baird Financial Group, Inc. | 2,886 | $293.0K | 0.00% | −124−4.1% | Reduced |
| Vident Advisory, LLC | 2,881 | $292.5K | 0.01% | +72+2.6% | Added |
| Metropolitan Life Insurance Co | 2,815 | $285.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,640 | $267.0K | 0.00% | −150,701−98.3% | Reduced |
| Wealth Alliance | 2,620 | $266.0K | 0.04% | +121+4.8% | Added |
| AtonRa Partners | 2,618 | $265.8K | 0.53% | −401−13.3% | Reduced |
| American Century Companies Inc | 2,554 | $259.3K | 0.00% | +274+12.0% | Added |
| nVerses Capital, LLC | – | $253.8K | 0.71% | – | New |
| Atria Wealth Solutions, Inc. | 2,475 | $251.3K | 0.00% | +13+0.5% | Added |
| Quantinno Capital Management LP | 2,470 | $251.0K | 0.01% | +2+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 2,467 | $250.5K | 0.00% | −361−12.8% | Reduced |
| Parkside Financial Bank & Trust | 2,416 | $245.3K | 0.04% | +146+6.4% | Added |
| Prime Capital Investment Advisors, LLC | 2,409 | $244.6K | 0.00% | +2,409 | New |
| Neuberger Berman Group LLC | 2,342 | $237.8K | 0.00% | +14+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,284 | $231.9K | 0.02% | −28−1.2% | Reduced |
| Contravisory Investment Management, Inc. | 2,258 | $229.3K | 0.06% | −18−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,144 | $217.7K | 0.02% | +27+1.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 2,100 | $213.2K | 0.00% | +2,100 | New |
| Benjamin F. Edwards & Company, Inc. | 2,101 | $213.0K | 0.00% | +2,101 | New |
| Franklin Resources Inc | 2,092 | $212.4K | 0.00% | +544+35.1% | Added |
| Mission Wealth Management, LP | 2,085 | $211.7K | 0.01% | +85+4.3% | Added |
| Shell Asset Management Co | 2,078 | $211.0K | 0.01% | −624−23.1% | Reduced |
| Stephenson National Bank & Trust | 2,069 | $210.1K | 0.10% | −144−6.5% | Reduced |
| Mercer Global Advisors Inc | 2,045 | $208.0K | 0.00% | −80−3.8% | Reduced |
| Wedbush Securities Inc | 2,025 | $206.0K | 0.01% | +5+0.2% | Added |
| 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 |
| Beacon Pointe Advisors, LLC | 2,000 | $203.1K | 0.00% | −15−0.7% | Reduced |
| State of Wyoming | 1,917 | $194.6K | 0.04% | −2,610−57.7% | Reduced |
| Paladin Advisory Group, LLC | 1,857 | $188.5K | 0.16% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,671 | $169.7K | 0.00% | −267−13.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,800 | $167.8K | 0.00% | +132+7.9% | Added |
| Fifth Third Bancorp | 1,552 | $157.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,350 | $137.1K | 0.00% | −100−6.9% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $132.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,185 | $120.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,075 | $109.1K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,053 | $107.0K | 0.00% | +1,053 | New |
| KBC Group NV | 1,038 | $105.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 998 | $101.0K | 0.02% | +4+0.4% | Added |
| Signaturefd, LLC | 835 | $84.8K | 0.00% | −124−12.9% | Reduced |
| Park Place Capital Corp | 835 | $84.8K | 0.03% | −22−2.6% | Reduced |
| Smartleaf Asset Management LLC | 779 | $80.5K | 0.02% | +779 | New |
| Harbor Investment Advisory, LLC | 699 | $71.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 679 | $68.9K | 0.01% | +679 | New |
| First Horizon Advisors, Inc. | 584 | $59.3K | 0.00% | −44−7.0% | Reduced |
| GWM Advisors LLC | 577 | $58.6K | 0.00% | −1,990−77.5% | Reduced |
| Abound Wealth Management | 500 | $50.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 452 | $45.9K | 0.00% | +447+8,940.0% | Added |
| GHP Investment Advisors, Inc. | 394 | $40.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 328 | $33.3K | 0.00% | −539−62.2% | Reduced |
| DekaBank Deutsche Girozentrale | 314 | $32.0K | 0.00% | −16,155−98.1% | Reduced |
| RiverPark Advisors, LLC | 247 | $25.1K | 0.02% | +66+36.5% | Added |
| Advisory Services Network, LLC | 211 | $21.4K | 0.00% | +211 | New |
| Arcadia Investment Management Corp | 208 | $21.1K | 0.00% | +20+10.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 196 | $20.0K | 0.00% | +10+5.4% | Added |
| Parallel Advisors, LLC | 186 | $18.9K | 0.00% | −130−41.1% | Reduced |
| Cornerstone Planning Group LLC | 182 | $18.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 169 | $17.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 169 | $17.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 166 | $16.9K | 0.00% | −3−1.8% | Reduced |
| Proequities, Inc. | 149 | $15.1K | 0.00% | −45−23.2% | Reduced |
| Quadrant Capital Group LLC | 141 | $14.3K | 0.00% | −6−4.1% | Reduced |
| Venturi Wealth Management, LLC | 123 | $12.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 116 | $11.8K | 0.00% | +6+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 95 | $9.64K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $9.00K | 0.01% | −1−1.1% | Reduced |
| Quarry LP | 84 | $8.53K | 0.00% | −183−68.5% | Reduced |
| Private Wealth Management Group, LLC | 76 | $7.72K | 0.00% | +76 | New |
| Globeflex Capital L P | 71 | $7.21K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 65 | $7.00K | 0.00% | −46−41.4% | Reduced |
| GAMMA Investing LLC | 71 | $6.60K | 0.00% | +71 | New |