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 |
|---|---|---|---|---|---|
| Portfolio Strategies, Inc. | 3,425 | $290.4K | 0.02% | +3,425 | New |
| HSBC Holdings PLC | 3,434 | $291.1K | 0.00% | +3,434 | New |
| STRS Ohio | 3,500 | $296.0K | 0.00% | −1,600−31.4% | Reduced |
| JustInvest LLC | 3,548 | $300.9K | 0.01% | +152+4.5% | Added |
| Hantz Financial Services, Inc. | 3,611 | $306.0K | 0.01% | −70−1.9% | Reduced |
| Sonora Investment Management Group, LLC | 3,654 | $309.9K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,679 | $312.0K | 0.04% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 3,765 | $319.3K | 0.07% | +3,765 | New |
| SRS Capital Advisors, Inc. | 4,055 | $343.9K | 0.04% | +1,911+89.1% | Added |
| Foster Group, Inc. | 4,073 | $345.4K | 0.02% | −295−6.8% | Reduced |
| Harvest Management LLC | 4,256 | $360.9K | 0.31% | +56+1.3% | Added |
| Transatlantique Private Wealth LLC | 4,278 | $362.8K | 0.16% | −218−4.8% | Reduced |
| Cerity Partners LLC | 4,341 | $368.1K | 0.00% | +4,341 | New |
| HRT Financial LP | 4,406 | $373.0K | 0.00% | +4,406 | New |
| Verition Fund Management LLC | 4,444 | $376.9K | 0.00% | +643+16.9% | Added |
| Sage Rhino Capital LLC | 4,529 | $384.1K | 0.09% | −34−0.7% | Reduced |
| DC Investments Management, LLC | 4,559 | $386.6K | 0.33% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,727 | $401.0K | 0.01% | +558+13.4% | Added |
| Henshaw Capital LLC | 4,756 | $403.3K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,761 | $403.7K | 0.16% | +4,761 | New |
| Tradition Wealth Management, LLC | 4,764 | $404.0K | 0.04% | 00.0% | Unchanged |
| Woodline Partners LP | 4,787 | $405.9K | 0.00% | −29,025−85.8% | Reduced |
| Prudential Financial Inc | 4,867 | $412.7K | 0.00% | −2,271−31.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $424.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,024 | $426.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,043 | $427.6K | 0.00% | −35,959−87.7% | Reduced |
| Voya Financial Advisors, Inc. | 5,233 | $441.5K | 0.05% | −203−3.7% | Reduced |
| FORA Capital, LLC | 5,478 | $464.5K | 0.04% | +801+17.1% | Added |
| Point72 (DIFC) Ltd | 5,546 | $470.3K | 0.04% | +5,546 | New |
| Icon Wealth Advisors, LLC | 5,586 | $473.7K | 0.04% | −563−9.2% | Reduced |
| Creative Planning | 5,732 | $486.1K | 0.00% | +1,521+36.1% | Added |
| Pictet Asset Management Holding SA | 5,880 | $498.6K | 0.00% | +168+2.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,935 | $503.3K | 0.04% | +1,537+34.9% | Added |
| CWM, LLC | 6,047 | $513.0K | 0.00% | +4+0.1% | Added |
| FDx Advisors, Inc. | 6,139 | $521.0K | 0.08% | −13−0.2% | Reduced |
| Mercer Global Advisors Inc | 1,966 | $525.0K | 0.00% | −79−3.9% | Reduced |
| Harbor Capital Advisors, Inc. | 6,608 | $560.0K | 0.07% | −3,124−32.1% | Reduced |
| Principal Financial Group Inc | 6,686 | $567.0K | 0.00% | +951+16.6% | Added |
| Commonwealth Equity Services, LLC | 6,888 | $584.0K | 0.00% | −3,861−35.9% | Reduced |
| Corton Capital Inc. | 6,986 | $592.4K | 0.22% | −330−4.5% | Reduced |
| Fox Run Management, L.L.C. | 7,074 | $599.9K | 0.13% | +7,074 | New |
| Park Avenue Securities LLC | 7,170 | $608.0K | 0.01% | −93−1.3% | Reduced |
| Bank of Montreal | 7,663 | $656.6K | 0.00% | −259−3.3% | Reduced |
| Schroder Investment Management Group | 7,860 | $666.5K | 0.00% | +2,672+51.5% | Added |
| Bell Bank | 7,990 | $677.6K | 0.06% | −1,149−12.6% | Reduced |
| Handelsbanken Fonder AB | 8,000 | $678.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,512 | $722.0K | 0.00% | +296+3.6% | Added |
| Empower Advisory Group, LLC | 8,521 | $722.6K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,978 | $761.3K | 0.00% | −211−2.3% | Reduced |
| Marshall Wace, LLP | 9,050 | $767.4K | 0.00% | +9,050 | New |
| Numerai GP LLC | 9,524 | $807.6K | 0.35% | −32,749−77.5% | Reduced |
| ProShare Advisors LLC | 9,566 | $811.2K | 0.00% | +888+10.2% | Added |
| Victory Capital Management Inc | 10,170 | $862.4K | 0.00% | +3,712+57.5% | Added |
| Glenmede Trust Co NA | 10,239 | $868.3K | 0.00% | +1,274+14.2% | Added |
| Talbot Financial, LLC | 10,500 | $890.4K | 0.12% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 10,594 | $898.4K | 0.08% | +1,556+17.2% | Added |
| Captrust Financial Advisors | 10,875 | $922.2K | 0.00% | −9,990−47.9% | Reduced |
| Diversified Trust Co | 11,410 | $967.6K | 0.03% | +5,648+98.0% | Added |
| Aigen Investment Management, LP | 12,239 | $1.04M | 0.23% | +3,979+48.2% | Added |
| Occudo Quantitative Strategies LP | 12,526 | $1.06M | 0.19% | −35,537−73.9% | Reduced |
| Cubist Systematic Strategies, LLC | 12,552 | $1.06M | 0.01% | −11,784−48.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,039 | $1.11M | 0.12% | −1,520−10.4% | Reduced |
| Arizona State Retirement System | 13,107 | $1.11M | 0.01% | −124−0.9% | Reduced |
| Financial Counselors Inc | 13,142 | $1.11M | 0.02% | +78+0.6% | Added |
| Vancity Investment Management Ltd | 13,428 | $1.14M | 0.14% | +4,316+47.4% | Added |
| Vontobel Holding Ltd. | 14,245 | $1.21M | 0.01% | −683−4.6% | Reduced |
| Semanteon Capital Management, LP | 14,807 | $1.26M | 0.80% | +4,995+50.9% | Added |
| SG Americas Securities, LLC | 14,935 | $1.27M | 0.01% | +13,882+1,318.3% | Added |
| Schonfeld Strategic Advisors LLC | 15,880 | $1.35M | 0.01% | +4,566+40.4% | Added |
| Los Angeles Capital Management LLC | 16,109 | $1.37M | 0.00% | +45+0.3% | Added |
| Ensign Peak Advisors, Inc | 16,117 | $1.37M | 0.00% | −813−4.8% | Reduced |
| Assenagon Asset Management S.A. | 16,707 | $1.42M | 0.00% | −219−1.3% | Reduced |
| Trust Point Inc. | 16,910 | $1.43M | 0.11% | +4,585+37.2% | Added |
| Dimensional Fund Advisors LP | 17,609 | $1.49M | 0.00% | −7,326−29.4% | Reduced |
| Avantax Planning Partners, Inc. | 17,746 | $1.50M | 0.05% | −9−0.1% | Reduced |
| Azzad Asset Management Inc | 17,871 | $1.52M | 0.18% | −62−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 15,260 | $1.56M | 0.00% | +1,290+9.2% | Added |
| Legacy Bridge, LLC | 19,164 | $1.63M | 0.95% | −1,100−5.4% | Reduced |
| Cetera Investment Advisers | 19,215 | $1.63M | 0.00% | +19,215 | New |
| US Bancorp | 19,254 | $1.63M | 0.00% | −4,391−18.6% | Reduced |
| LPL Financial LLC | 19,410 | $1.65M | 0.00% | +677+3.6% | Added |
| Moody National Bank Trust Division | 19,734 | $1.67M | 0.13% | +2,330+13.4% | Added |
| The PNC Financial Services Group, Inc. | 19,845 | $1.68M | 0.00% | −147−0.7% | Reduced |
| Janney Montgomery Scott LLC | 19,935 | $1.69M | 0.01% | +821+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,390 | $1.73M | 0.01% | +10,195+100.0% | Added |
| Mariner, LLC | 20,686 | $1.75M | 0.00% | −338−1.6% | Reduced |
| CenterBook Partners LP | 21,775 | $1.85M | 0.13% | +17,833+452.4% | Added |
| Janus Henderson Group PLC | 23,008 | $1.95M | 0.00% | +100.0% | Added |
| Mutual of America Capital Management LLC | 23,619 | $2.00M | 0.02% | −1,919−7.5% | Reduced |
| Wells Fargo & Company | 23,687 | $2.01M | 0.00% | +930+4.1% | Added |
| Dorsey & Whitney Trust CO LLC | 24,443 | $2.07M | 0.14% | −283−1.1% | Reduced |
| American International Group, Inc. | 24,516 | $2.08M | 0.01% | −211−0.9% | Reduced |
| Citigroup Inc | 24,542 | $2.08M | 0.00% | −7,759−24.0% | Reduced |
| Two Sigma Investments, LP | 24,900 | $2.11M | 0.01% | −28,539−53.4% | Reduced |
| MetLife Investment Management | 25,286 | $2.14M | 0.01% | −499−1.9% | Reduced |
| Pathstone Holdings, LLC | 25,876 | $2.19M | 0.01% | +20,449+376.8% | Added |
| Invesco Ltd. | 26,330 | $2.23M | 0.00% | −964,873−97.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,137 | $2.30M | 0.65% | −1,255−4.4% | Reduced |
| HighTower Advisors, LLC | 27,301 | $2.32M | 0.00% | −510−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 28,841 | $2.45M | 0.00% | +1,966+7.3% | Added |