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, Q1 2024
Institutional positions in Workiva Inc as of Mar 31, 2024. 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
- 302
- −21 vs. Q4 2023
- Shares held
- 47.5M
- +147.8K (+0.3%) vs. Q4 2023
- Total value
- $4.03B
- −$774.7M (−16.1%) vs. Q4 2023
- New holders
- 34
- 111 more added
- Sold out
- 55
- 121 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,185,929 | $439.8M | 0.01% | +181,520+3.6% | Added |
| BlackRock Inc. | 4,125,542 | $349.8M | 0.01% | +80,385+2.0% | Added |
| FMR LLC | 3,326,865 | $282.1M | 0.02% | +893,427+36.7% | Added |
| Macquarie Group Ltd | 2,042,159 | $173.2M | 0.20% | +10,005+0.5% | Added |
| Riverbridge Partners LLC | 1,947,638 | $165.2M | 2.02% | −57,638−2.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,702,889 | $144.4M | 0.09% | +134,530+8.6% | Added |
| JPMorgan Chase & Co | 1,649,142 | $139.8M | 0.01% | +218,014+15.2% | Added |
| Ameriprise Financial Inc | 1,481,295 | $125.6M | 0.03% | −71,998−4.6% | Reduced |
| Champlain Investment Partners, LLC | 1,340,114 | $113.6M | 0.65% | +492,945+58.2% | Added |
| State Street Corp | 1,191,857 | $101.1M | 0.00% | +24,996+2.1% | Added |
| Artisan Partners Limited Partnership | 1,165,815 | $98.9M | 0.14% | −109,194−8.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,156,215 | $98.0M | 1.42% | +203,485+21.4% | Added |
| Brown Advisory Inc | 1,090,360 | $92.5M | 0.12% | −3,170−0.3% | Reduced |
| Brown Capital Management LLC | 1,054,680 | $89.4M | 1.58% | −217,027−17.1% | Reduced |
| Geode Capital Management, LLC | 1,050,942 | $89.1M | 0.01% | +28,278+2.8% | Added |
| First Trust Advisors LP | 766,217 | $65.0M | 0.07% | +139,414+22.2% | Added |
| Mairs & Power Inc | 757,234 | $64.2M | 0.62% | −11,339−1.5% | Reduced |
| Loomis Sayles & Co L P | 687,126 | $58.3M | 0.08% | −13,882−2.0% | Reduced |
| DF Dent & Co Inc | 656,094 | $55.6M | 0.68% | +161,902+32.8% | Added |
| Renaissance Technologies LLC | 610,900 | $51.8M | 0.08% | −6,700−1.1% | Reduced |
| Northern Trust Corp | 589,784 | $50.0M | 0.01% | −7,029−1.2% | Reduced |
| Thrivent Financial for Lutherans | 564,792 | $47.9M | 0.10% | +288+0.1% | Added |
| Norges Bank | 492,073 | $41.7M | 0.01% | −69,584−12.4% | Reduced |
| New York State Common Retirement Fund | 431,029 | $36.6M | 0.05% | −11,655−2.6% | Reduced |
| UBS Group AG | 410,782 | $34.8M | 0.01% | +69,530+20.4% | Added |
| Charles Schwab Investment Management Inc | 403,815 | $34.2M | 0.01% | −12,990−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 349,789 | $34.2M | 0.07% | +80,551+29.9% | Added |
| Nuveen Asset Management, LLC | 401,662 | $34.1M | 0.01% | +59,000+17.2% | Added |
| TimesSquare Capital Management, LLC | 397,032 | $33.7M | 0.49% | −21,603−5.2% | Reduced |
| Standard Life Aberdeen plc | 395,258 | $33.5M | 0.07% | −9,530−2.4% | Reduced |
| Price T Rowe Associates Inc | 390,939 | $33.2M | 0.00% | −11,080−2.8% | Reduced |
| Granahan Investment Management Inc | 385,044 | $32.7M | 1.15% | −34,046−8.1% | Reduced |
| Clearbridge Investments, LLC | 372,185 | $31.6M | 0.03% | −10,876−2.8% | Reduced |
| Deutsche Bank AG | 369,538 | $31.3M | 0.01% | −4,794−1.3% | Reduced |
| Millennium Management LLC | 359,524 | $30.5M | 0.03% | −44,543−11.0% | Reduced |
| William Blair Investment Management, LLC | 348,827 | $29.6M | 0.08% | +19,940+6.1% | Added |
| Bank of America Corp | 345,553 | $29.3M | 0.00% | +6,326+1.9% | Added |
| Bank of New York Mellon Corp | 343,729 | $29.1M | 0.01% | +2,960+0.9% | Added |
| Morgan Stanley | 291,260 | $24.7M | 0.00% | +28,652+10.9% | Added |
| Ranger Investment Management, L.P. | 267,849 | $22.7M | 1.46% | −126,837−32.1% | Reduced |
| SEI Investments Co | 245,368 | $20.8M | 0.03% | −10,537−4.1% | Reduced |
| Envestnet Asset Management Inc | 235,354 | $20.0M | 0.01% | +505+0.2% | Added |
| Bessemer Group Inc | 209,692 | $17.8M | 0.03% | +19,045+10.0% | Added |
| Swedbank AB | 190,800 | $16.2M | 0.02% | +71,800+60.3% | Added |
| Kames Capital plc | 190,000 | $16.1M | 0.24% | −170,332−47.3% | Reduced |
| Squarepoint Ops LLC | 172,829 | $14.7M | 0.06% | +758+0.4% | Added |
| Goldman Sachs Group Inc | 142,230 | $12.1M | 0.00% | −84,258−37.2% | Reduced |
| D. E. Shaw & Co., Inc. | 141,961 | $12.0M | 0.02% | −40,073−22.0% | Reduced |
| Impax Asset Management Group plc | 136,086 | $11.5M | 0.04% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 130,985 | $11.1M | 0.03% | −52,721−28.7% | Reduced |
| Royal Bank of Canada | 118,306 | $10.0M | 0.00% | +1,502+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 110,445 | $9.37M | 0.01% | −46,988−29.8% | Reduced |
| AXA S.A. | 105,839 | $8.98M | 0.03% | +722+0.7% | Added |
| Credit Suisse AG | 103,599 | $8.79M | 0.01% | −1,693−1.6% | Reduced |
| State of Wisconsin Investment Board | 99,409 | $8.43M | 0.02% | −12,159−10.9% | Reduced |
| Balyasny Asset Management LLC | 97,559 | $8.27M | 0.02% | +72,433+288.3% | Added |
| Qube Research & Technologies Ltd | 97,539 | $8.27M | 0.01% | −19,545−16.7% | Reduced |
| Swiss National Bank | 94,121 | $7.98M | 0.01% | +900+1.0% | Added |
| California Public Employees Retirement System | 91,374 | $7.75M | 0.01% | +2,501+2.8% | Added |
| Comerica Bank | 87,999 | $7.46M | 0.03% | +16,943+23.8% | Added |
| Segall Bryant & Hamill, LLC | 83,884 | $7.11M | 0.13% | −56,728−40.3% | Reduced |
| Man Group plc | 82,250 | $6.97M | 0.02% | −31,017−27.4% | Reduced |
| Jane Street Group, LLC | 80,703 | $6.84M | 0.01% | −6,197−7.1% | Reduced |
| Tensile Capital Management LP | 80,000 | $6.78M | 0.74% | +80,000 | New |
| Oppenheimer Asset Management Inc. | 79,637 | $6.75M | 0.10% | −5,101−6.0% | Reduced |
| Barclays PLC | 78,880 | $6.69M | 0.00% | −9,230−10.5% | Reduced |
| Federated Hermes, Inc. | 77,929 | $6.61M | 0.02% | −31,616−28.9% | Reduced |
| Great West Life Assurance Co | 76,702 | $6.50M | 0.01% | +10,380+15.7% | Added |
| Kopp Family Office, LLC | 76,427 | $6.48M | 3.70% | +41+0.1% | Added |
| Kopp LeRoy C | 76,427 | $6.48M | 3.70% | +76,427 | New |
| EULAV Asset Management | 76,400 | $6.48M | 0.18% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 73,500 | $6.23M | 0.01% | −48,100−39.6% | Reduced |
| Rhumbline Advisers | 72,166 | $6.12M | 0.01% | −1,113−1.5% | Reduced |
| Voya Investment Management LLC | 72,008 | $6.11M | 0.01% | +24,147+50.5% | Added |
| Russell Investments Group, Ltd. | 71,256 | $6.04M | 0.01% | −24,099−25.3% | Reduced |
| Ingalls & Snyder LLC | 70,740 | $6.00M | 0.27% | +20,862+41.8% | Added |
| Wellington Management Group LLP | 67,735 | $5.74M | 0.00% | −89,010−56.8% | Reduced |
| Alliancebernstein L.P. | 65,390 | $5.55M | 0.00% | +3,464+5.6% | Added |
| King Luther Capital Management Corp | 65,208 | $5.53M | 0.02% | −1,239−1.9% | Reduced |
| Advantage Alpha Capital Partners LP | 64,233 | $5.45M | 1.02% | −5,233−7.5% | Reduced |
| UBS Asset Management Americas Inc | 63,598 | $5.39M | 0.00% | +7,679+13.7% | Added |
| Engineers Gate Manager LP | 63,456 | $5.38M | 0.14% | +38,763+157.0% | Added |
| Orser Capital Management, LLC | 58,878 | $4.99M | 4.91% | +626+1.1% | Added |
| Holocene Advisors, LP | 56,842 | $4.82M | 0.02% | +46,183+433.3% | Added |
| Point72 Asset Management, L.P. | 52,706 | $4.47M | 0.01% | +52,706 | New |
| Raymond James & Associates | 51,814 | $4.39M | 0.00% | +16,738+47.7% | Added |
| Stifel Financial Corp | 51,516 | $4.37M | 0.00% | +2,797+5.7% | Added |
| BNP Paribas Arbitrage, SA | 50,689 | $4.30M | 0.01% | +4,584+9.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $4.24M | 0.05% | +50,000 | New |
| Legal & General Group Plc | 48,606 | $4.12M | 0.00% | +553+1.2% | Added |
| California State Teachers Retirement System | 47,886 | $4.06M | 0.01% | −2,453−4.9% | Reduced |
| Next Century Growth Investors LLC | 47,845 | $4.06M | 0.35% | +1,650+3.6% | Added |
| Burney Co | 43,373 | $3.68M | 0.14% | +43,373 | New |
| Moody Aldrich Partners LLC | 41,733 | $3.54M | 0.60% | −3,514−7.8% | Reduced |
| Resources Investment Advisors, LLC. | 41,648 | $3.53M | 0.06% | −3,103−6.9% | Reduced |
| Trexquant Investment LP | 39,527 | $3.35M | 0.07% | −2,643−6.3% | Reduced |
| TD Asset Management Inc | 39,500 | $3.35M | 0.00% | +3,600+10.0% | Added |
| SQN Investors LP | 39,300 | $3.33M | 2.15% | +39,300 | New |
| AQR Capital Management LLC | 37,190 | $3.15M | 0.01% | +1,175+3.3% | Added |
| Susquehanna International Group, LLP | 36,516 | $3.10M | 0.00% | −1,867−4.9% | Reduced |