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Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Workiva Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WK: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3252302−21
Shares47.3M2.63K47.5M+147.8K (+0.3%)
Value$4.81B$266.7K$4.03B−$774.7M (−16.1%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Workiva Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WK in Q1 2024
InstitutionSharesValue% of portfolio
Tensile Capital Management LP80,000$6.78M0.74%
Kopp LeRoy C76,427$6.48M3.70%
Point72 Asset Management, L.P.52,706$4.47M0.01%
Ilmarinen Mutual Pension Insurance Co50,000$4.24M0.05%
Burney Co43,373$3.68M0.14%
SQN Investors LP39,300$3.33M2.15%
Cetera Investment Advisers19,215$1.63M0.00%
Marshall Wace, LLP9,050$767.4K0.00%
Fox Run Management, L.L.C.7,074$599.9K0.13%
Point72 (DIFC) Ltd5,546$470.3K0.04%
RIA Advisory Group LLC4,761$403.7K0.16%
HRT Financial LP4,406$373.0K0.00%
Cerity Partners LLC4,341$368.1K0.00%
Nebula Research & Development LLC3,765$319.3K0.07%
HSBC Holdings PLC3,434$291.1K0.00%
Portfolio Strategies, Inc.3,425$290.4K0.02%
Armistice Capital, LLC3,362$285.1K0.01%
Danske Bank A/S3,100$262.9K0.00%
Dynasty Wealth Management, LLC2,670$226.4K0.01%
Point72 Asia (Singapore) Pte. Ltd.2,629$222.9K0.06%
Hilltop National Bank823$69.8K0.02%
EntryPoint Capital, LLC475$40.3K0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC466$39.5K0.00%
CIBC Private Wealth Group, LLC426$35.6K0.00%
Zions Bancorporation, N.A.340$28.8K0.00%
Headlands Technologies LLC176$14.9K0.00%
Rise Advisors, LLC146$12.4K0.01%
Mather Group, LLC.89$9.04K0.00%
Elequin Capital LP89$7.55K0.00%
Simplex Trading, LLC52$4.00K0.00%
Salem Investment Counselors Inc15$1.27K0.00%
Riggs Asset Managment Co. Inc.6$5090.00%
Quest Partners LLC6$5090.00%
Rothschild Investment LLC5$4240.00%

Sold out (55)

Institutions that held Workiva Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WK in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Vista Equity Partners Management, LLC178,777$18.2M
B. Metzler seel. Sohn & Co. AG67,000$6.80M
Unisphere Establishment60,500$6.14M
Frontier Capital Management Co LLC41,172$4.18M
Royce & Associates LP37,597$3.82M
Crestline Management, LP37,358$3.79M
Hillsdale Investment Management Inc.32,850$3.34M
Redwood Investments, LLC29,314$2.98M
Jump Financial, LLC27,743$2.82M
Picton Mahoney Asset Management24,515$2.49M
Aquatic Capital Management LLC24,200$2.46M
Mesirow Financial Investment Management, Inc.17,767$1.80M
Twinbeech Capital LP17,014$1.73M
Cetera Advisor Networks LLC16,984$1.72M
Advisory Research Inc12,666$1.29M
Natixis11,730$1.19M
Quadrature Capital Ltd9,304$943.9K
ExodusPoint Capital Management, LP8,938$907.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,588$770.4K
Virtu Financial LLC7,454$757.0K
Versor Investments LP6,946$705.2K
Teacher Retirement System of Texas5,570$566.0K
Capstone Investment Advisors, LLC5,119$519.7K
Inspire Advisors, LLC5,024$510.1K
PEAK6 Investments LLC4,151$421.5K
Affinity Investment Advisors, LLC4,096$415.9K
First Hawaiian Bank4,050$411.2K
Healthcare of Ontario Pension Plan Trust Fund4,000$406.1K
Formula Growth Ltd3,977$403.8K
New York Life Investment Management LLC3,371$342.3K
MQS Management LLC3,002$304.8K
Baird Financial Group, Inc.2,886$293.0K
Vident Advisory, LLC2,881$292.5K
Wealth Alliance2,620$266.0K
Prime Capital Investment Advisors, LLC2,409$244.6K
Neuberger Berman Group LLC2,342$237.8K
Mount Yale Investment Advisors, LLC2,284$231.9K
Contravisory Investment Management, Inc.2,258$229.3K
Susquehanna Portfolio Strategies, LLC2,100$213.2K
Mission Wealth Management, LP2,085$211.7K
Wedbush Securities Inc2,025$206.0K
Brinker Capital Investments, LLC2,212$205.7K
Orion Portfolio Solutions, LLC2,212$205.7K
Beacon Pointe Advisors, LLC2,000$203.1K
GHP Investment Advisors, Inc.394$40.0K
DekaBank Deutsche Girozentrale314$32.0K
Advisory Services Network, LLC211$21.4K
Migdal Insurance & Financial Holdings Ltd.196$20.0K
Steward Partners Investment Advisory, LLC100$10.2K
Cherry Tree Wealth Management, LLC53$5.38K
TD Private Client Wealth LLC52$5.28K
Ronald Blue Trust, Inc.17$2.00K
Glassman Wealth Services7$711
JFS Wealth Advisors, LLC5$508
SJS Investment Consulting Inc.2$204

Not filed for Q1 2024 yet (2)

Institutions that held Workiva Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
AtonRa Partners2,618$265.8K
Baystate Wealth Management LLC9$914