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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2 | $158 | 0.00% | −38−95.0% | Reduced |
| Rothschild Investment LLC | 5 | $424 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 6 | $509 | 0.00% | +6 | New |
| Quest Partners LLC | 6 | $509 | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 10 | $848 | 0.00% | −31−75.6% | Reduced |
| AdvisorNet Financial, Inc | 10 | $848 | 0.00% | −11−52.4% | Reduced |
| Battery Global Advisors, LLC | 10 | $848 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.27K | 0.00% | +15 | New |
| Fairman Group, LLC | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $2.21K | 0.00% | −551−95.5% | Reduced |
| Central Trust Co | 32 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.97K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 43 | $3.65K | 0.00% | −126−74.6% | Reduced |
| Jones Financial Companies LLLP | 46 | $3.90K | 0.00% | +7+17.9% | Added |
| Simplex Trading, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Principal Securities, Inc. | 49 | $4.16K | 0.00% | +26+113.0% | Added |
| Iron Horse Wealth Management, LLC | 50 | $4.24K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 51 | $4.33K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $4.51K | 0.00% | +7+15.2% | Added |
| MCF Advisors LLC | 54 | $4.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $5.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 67 | $5.68K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 68 | $5.77K | 0.00% | −3−4.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 72 | $6.00K | 0.00% | +7+10.8% | Added |
| Globeflex Capital L P | 71 | $6.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $6.45K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 89 | $7.55K | 0.00% | +89 | New |
| Covestor Ltd | 93 | $8.00K | 0.01% | +3+3.3% | Added |
| Mather Group, LLC. | 89 | $9.04K | 0.00% | +89 | New |
| Allworth Financial LP | 108 | $9.16K | 0.00% | −8−6.9% | Reduced |
| Farther Finance Advisors, LLC | 118 | $9.86K | 0.00% | +61+107.0% | Added |
| Venturi Wealth Management, LLC | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 130 | $10.6K | 0.00% | −52−28.6% | Reduced |
| Quadrant Capital Group LLC | 143 | $12.1K | 0.00% | +2+1.4% | Added |
| Rise Advisors, LLC | 146 | $12.4K | 0.01% | +146 | New |
| Proequities, Inc. | 149 | $12.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 169 | $14.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 176 | $14.9K | 0.00% | +176 | New |
| Huntington National Bank | 184 | $15.6K | 0.00% | +18+10.8% | Added |
| Arcadia Investment Management Corp | 207 | $17.6K | 0.00% | −1−0.5% | Reduced |
| Parallel Advisors, LLC | 209 | $17.7K | 0.00% | +23+12.4% | Added |
| Quarry LP | 287 | $24.3K | 0.01% | +203+241.7% | Added |
| Zions Bancorporation, N.A. | 340 | $28.8K | 0.00% | +340 | New |
| CIBC Private Wealth Group, LLC | 426 | $35.6K | 0.00% | +426 | New |
| Northwestern Mutual Wealth Management Co | 424 | $36.0K | 0.00% | −28−6.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 466 | $39.5K | 0.00% | +466 | New |
| EntryPoint Capital, LLC | 475 | $40.3K | 0.04% | +475 | New |
| Tower Research Capital LLC (TRC) | 489 | $41.5K | 0.00% | −7,109−93.6% | Reduced |
| Abound Wealth Management | 500 | $42.4K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 513 | $43.5K | 0.00% | −71−12.2% | Reduced |
| SYSTM Wealth Solutions LLC | 668 | $56.6K | 0.01% | −11−1.6% | Reduced |
| Harbor Investment Advisory, LLC | 699 | $59.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 782 | $66.0K | 0.01% | +3+0.4% | Added |
| Signaturefd, LLC | 811 | $68.8K | 0.00% | −24−2.9% | Reduced |
| Hilltop National Bank | 823 | $69.8K | 0.02% | +823 | New |
| Park Place Capital Corp | 835 | $70.8K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 909 | $77.1K | 0.00% | +581+177.1% | Added |
| Benjamin Edwards Inc | 1,039 | $88.0K | 0.02% | +41+4.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,070 | $90.7K | 0.01% | −5−0.5% | Reduced |
| RiverPark Advisors, LLC | 1,140 | $96.7K | 0.08% | +893+361.5% | Added |
| Advisor Group Holdings, Inc. | 1,162 | $98.5K | 0.00% | −9,965−89.6% | Reduced |
| Advisors Asset Management, Inc. | 1,209 | $102.5K | 0.00% | −462−27.6% | Reduced |
| Hills Bank & Trust Co | 1,220 | $103.5K | 0.01% | +35+3.0% | Added |
| KBC Group NV | 1,262 | $107.0K | 0.00% | +224+21.6% | Added |
| Canada Pension Plan Investment Board | 1,300 | $110.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,390 | $117.9K | 0.00% | +40+3.0% | Added |
| Shell Asset Management Co | 1,888 | $138.0K | 0.01% | −190−9.1% | Reduced |
| Fifth Third Bancorp | 1,692 | $143.5K | 0.00% | +140+9.0% | Added |
| Amalgamated Bank | 1,697 | $144.0K | 0.00% | −5,440−76.2% | Reduced |
| Paladin Advisory Group, LLC | 1,857 | $155.2K | 0.12% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,858 | $157.6K | 0.00% | +58+3.2% | Added |
| Group One Trading, L.P. | 1,931 | $163.7K | 0.01% | +1,836+1,932.6% | Added |
| Franklin Resources Inc | 2,100 | $178.1K | 0.00% | +8+0.4% | Added |
| Quantbot Technologies LP | 2,118 | $179.6K | 0.01% | −15,436−87.9% | Reduced |
| Stephenson National Bank & Trust | 2,162 | $183.3K | 0.06% | +93+4.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,168 | $184.0K | 0.00% | +67+3.2% | Added |
| nVerses Capital, LLC | 2,200 | $186.6K | 0.45% | – | – |
| Lazard Asset Management LLC | 2,283 | $193.0K | 0.00% | −357−13.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,374 | $201.3K | 0.00% | −93−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 2,395 | $203.1K | 0.00% | −80−3.2% | Reduced |
| State of Wyoming | 2,434 | $206.4K | 0.03% | +517+27.0% | Added |
| Quantinno Capital Management LP | 2,541 | $215.0K | 0.00% | +71+2.9% | Added |
| American Century Companies Inc | 2,574 | $218.3K | 0.00% | +20+0.8% | Added |
| Summit Global Investments | 2,582 | $219.0K | 0.02% | −321−11.1% | Reduced |
| Metropolitan Life Insurance Co | 2,613 | $221.6K | 0.01% | −202−7.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,629 | $222.9K | 0.06% | +2,629 | New |
| We Are One Seven, LLC | 2,668 | $226.2K | 0.01% | −536−16.7% | Reduced |
| Dynasty Wealth Management, LLC | 2,670 | $226.4K | 0.01% | +2,670 | New |
| Parkside Financial Bank & Trust | 2,742 | $232.5K | 0.04% | +326+13.5% | Added |
| Truist Financial Corp | 2,934 | $248.8K | 0.00% | −334−10.2% | Reduced |
| Oracle Alpha Inc. | 2,944 | $249.7K | 0.45% | −256−8.0% | Reduced |
| Mackenzie Financial Corp | 2,970 | $251.9K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 2,992 | $253.7K | 0.00% | −310−9.4% | Reduced |
| Xponance, Inc. | 3,013 | $255.5K | 0.00% | −6−0.2% | Reduced |
| Danske Bank A/S | 3,100 | $262.9K | 0.00% | +3,100 | New |
| Baron Wealth Management LLC | 3,144 | $266.6K | 0.14% | 00.0% | Unchanged |
| Armistice Capital, LLC | 3,362 | $285.1K | 0.01% | +3,362 | New |
| Hardy Reed LLC | 3,425 | $290.4K | 0.04% | +215+6.7% | Added |