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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 32,809 | $2.78M | 0.01% | +6,058+22.6% | Added |
| Knights of Columbus Asset Advisors LLC | 33,487 | $2.84M | 0.21% | −9,941−22.9% | Reduced |
| Susquehanna International Group, LLP | 36,516 | $3.10M | 0.00% | −1,867−4.9% | Reduced |
| AQR Capital Management LLC | 37,190 | $3.15M | 0.01% | +1,175+3.3% | Added |
| SQN Investors LP | 39,300 | $3.33M | 2.15% | +39,300 | New |
| TD Asset Management Inc | 39,500 | $3.35M | 0.00% | +3,600+10.0% | Added |
| Trexquant Investment LP | 39,527 | $3.35M | 0.07% | −2,643−6.3% | Reduced |
| Resources Investment Advisors, LLC. | 41,648 | $3.53M | 0.06% | −3,103−6.9% | Reduced |
| Moody Aldrich Partners LLC | 41,733 | $3.54M | 0.60% | −3,514−7.8% | Reduced |
| Burney Co | 43,373 | $3.68M | 0.14% | +43,373 | New |
| Next Century Growth Investors LLC | 47,845 | $4.06M | 0.35% | +1,650+3.6% | Added |
| California State Teachers Retirement System | 47,886 | $4.06M | 0.01% | −2,453−4.9% | Reduced |
| Legal & General Group Plc | 48,606 | $4.12M | 0.00% | +553+1.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $4.24M | 0.05% | +50,000 | New |
| BNP Paribas Arbitrage, SA | 50,689 | $4.30M | 0.01% | +4,584+9.9% | Added |
| Stifel Financial Corp | 51,516 | $4.37M | 0.00% | +2,797+5.7% | Added |
| Raymond James & Associates | 51,814 | $4.39M | 0.00% | +16,738+47.7% | Added |
| Point72 Asset Management, L.P. | 52,706 | $4.47M | 0.01% | +52,706 | New |
| Holocene Advisors, LP | 56,842 | $4.82M | 0.02% | +46,183+433.3% | Added |
| Orser Capital Management, LLC | 58,878 | $4.99M | 4.91% | +626+1.1% | Added |
| Engineers Gate Manager LP | 63,456 | $5.38M | 0.14% | +38,763+157.0% | Added |
| UBS Asset Management Americas Inc | 63,598 | $5.39M | 0.00% | +7,679+13.7% | Added |
| Advantage Alpha Capital Partners LP | 64,233 | $5.45M | 1.02% | −5,233−7.5% | Reduced |
| King Luther Capital Management Corp | 65,208 | $5.53M | 0.02% | −1,239−1.9% | Reduced |
| Alliancebernstein L.P. | 65,390 | $5.55M | 0.00% | +3,464+5.6% | Added |
| Wellington Management Group LLP | 67,735 | $5.74M | 0.00% | −89,010−56.8% | Reduced |
| Ingalls & Snyder LLC | 70,740 | $6.00M | 0.27% | +20,862+41.8% | Added |
| Russell Investments Group, Ltd. | 71,256 | $6.04M | 0.01% | −24,099−25.3% | Reduced |
| Voya Investment Management LLC | 72,008 | $6.11M | 0.01% | +24,147+50.5% | Added |
| Rhumbline Advisers | 72,166 | $6.12M | 0.01% | −1,113−1.5% | Reduced |
| Two Sigma Advisers, LP | 73,500 | $6.23M | 0.01% | −48,100−39.6% | Reduced |
| EULAV Asset Management | 76,400 | $6.48M | 0.18% | 00.0% | Unchanged |
| 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 |
| Great West Life Assurance Co | 76,702 | $6.50M | 0.01% | +10,380+15.7% | Added |
| Federated Hermes, Inc. | 77,929 | $6.61M | 0.02% | −31,616−28.9% | Reduced |
| Barclays PLC | 78,880 | $6.69M | 0.00% | −9,230−10.5% | Reduced |
| Oppenheimer Asset Management Inc. | 79,637 | $6.75M | 0.10% | −5,101−6.0% | Reduced |
| Tensile Capital Management LP | 80,000 | $6.78M | 0.74% | +80,000 | New |
| Jane Street Group, LLC | 80,703 | $6.84M | 0.01% | −6,197−7.1% | Reduced |
| Man Group plc | 82,250 | $6.97M | 0.02% | −31,017−27.4% | Reduced |
| Segall Bryant & Hamill, LLC | 83,884 | $7.11M | 0.13% | −56,728−40.3% | Reduced |
| Comerica Bank | 87,999 | $7.46M | 0.03% | +16,943+23.8% | Added |
| California Public Employees Retirement System | 91,374 | $7.75M | 0.01% | +2,501+2.8% | Added |
| Swiss National Bank | 94,121 | $7.98M | 0.01% | +900+1.0% | Added |
| Qube Research & Technologies Ltd | 97,539 | $8.27M | 0.01% | −19,545−16.7% | Reduced |
| Balyasny Asset Management LLC | 97,559 | $8.27M | 0.02% | +72,433+288.3% | Added |
| State of Wisconsin Investment Board | 99,409 | $8.43M | 0.02% | −12,159−10.9% | Reduced |
| Credit Suisse AG | 103,599 | $8.79M | 0.01% | −1,693−1.6% | Reduced |
| AXA S.A. | 105,839 | $8.98M | 0.03% | +722+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 110,445 | $9.37M | 0.01% | −46,988−29.8% | Reduced |
| Royal Bank of Canada | 118,306 | $10.0M | 0.00% | +1,502+1.3% | Added |
| Natixis Advisors, L.P. | 130,985 | $11.1M | 0.03% | −52,721−28.7% | Reduced |
| Impax Asset Management Group plc | 136,086 | $11.5M | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 141,961 | $12.0M | 0.02% | −40,073−22.0% | Reduced |
| Goldman Sachs Group Inc | 142,230 | $12.1M | 0.00% | −84,258−37.2% | Reduced |
| Squarepoint Ops LLC | 172,829 | $14.7M | 0.06% | +758+0.4% | Added |
| Kames Capital plc | 190,000 | $16.1M | 0.24% | −170,332−47.3% | Reduced |
| Swedbank AB | 190,800 | $16.2M | 0.02% | +71,800+60.3% | Added |
| Bessemer Group Inc | 209,692 | $17.8M | 0.03% | +19,045+10.0% | Added |
| Envestnet Asset Management Inc | 235,354 | $20.0M | 0.01% | +505+0.2% | Added |
| SEI Investments Co | 245,368 | $20.8M | 0.03% | −10,537−4.1% | Reduced |
| Ranger Investment Management, L.P. | 267,849 | $22.7M | 1.46% | −126,837−32.1% | Reduced |
| Morgan Stanley | 291,260 | $24.7M | 0.00% | +28,652+10.9% | Added |
| Bank of New York Mellon Corp | 343,729 | $29.1M | 0.01% | +2,960+0.9% | Added |
| Bank of America Corp | 345,553 | $29.3M | 0.00% | +6,326+1.9% | Added |
| William Blair Investment Management, LLC | 348,827 | $29.6M | 0.08% | +19,940+6.1% | Added |
| Millennium Management LLC | 359,524 | $30.5M | 0.03% | −44,543−11.0% | Reduced |
| Deutsche Bank AG | 369,538 | $31.3M | 0.01% | −4,794−1.3% | Reduced |
| Clearbridge Investments, LLC | 372,185 | $31.6M | 0.03% | −10,876−2.8% | Reduced |
| Granahan Investment Management Inc | 385,044 | $32.7M | 1.15% | −34,046−8.1% | Reduced |
| Price T Rowe Associates Inc | 390,939 | $33.2M | 0.00% | −11,080−2.8% | Reduced |
| Standard Life Aberdeen plc | 395,258 | $33.5M | 0.07% | −9,530−2.4% | Reduced |
| TimesSquare Capital Management, LLC | 397,032 | $33.7M | 0.49% | −21,603−5.2% | Reduced |
| Nuveen Asset Management, LLC | 401,662 | $34.1M | 0.01% | +59,000+17.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 349,789 | $34.2M | 0.07% | +80,551+29.9% | Added |
| Charles Schwab Investment Management Inc | 403,815 | $34.2M | 0.01% | −12,990−3.1% | Reduced |
| UBS Group AG | 410,782 | $34.8M | 0.01% | +69,530+20.4% | Added |
| New York State Common Retirement Fund | 431,029 | $36.6M | 0.05% | −11,655−2.6% | Reduced |
| Norges Bank | 492,073 | $41.7M | 0.01% | −69,584−12.4% | Reduced |
| Thrivent Financial for Lutherans | 564,792 | $47.9M | 0.10% | +288+0.1% | Added |
| Northern Trust Corp | 589,784 | $50.0M | 0.01% | −7,029−1.2% | Reduced |
| Renaissance Technologies LLC | 610,900 | $51.8M | 0.08% | −6,700−1.1% | Reduced |
| DF Dent & Co Inc | 656,094 | $55.6M | 0.68% | +161,902+32.8% | Added |
| Loomis Sayles & Co L P | 687,126 | $58.3M | 0.08% | −13,882−2.0% | Reduced |
| Mairs & Power Inc | 757,234 | $64.2M | 0.62% | −11,339−1.5% | Reduced |
| First Trust Advisors LP | 766,217 | $65.0M | 0.07% | +139,414+22.2% | Added |
| Geode Capital Management, LLC | 1,050,942 | $89.1M | 0.01% | +28,278+2.8% | Added |
| Brown Capital Management LLC | 1,054,680 | $89.4M | 1.58% | −217,027−17.1% | Reduced |
| Brown Advisory Inc | 1,090,360 | $92.5M | 0.12% | −3,170−0.3% | Reduced |
| Conestoga Capital Advisors, LLC | 1,156,215 | $98.0M | 1.42% | +203,485+21.4% | Added |
| Artisan Partners Limited Partnership | 1,165,815 | $98.9M | 0.14% | −109,194−8.6% | Reduced |
| State Street Corp | 1,191,857 | $101.1M | 0.00% | +24,996+2.1% | Added |
| Champlain Investment Partners, LLC | 1,340,114 | $113.6M | 0.65% | +492,945+58.2% | Added |
| Ameriprise Financial Inc | 1,481,295 | $125.6M | 0.03% | −71,998−4.6% | Reduced |
| JPMorgan Chase & Co | 1,649,142 | $139.8M | 0.01% | +218,014+15.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,702,889 | $144.4M | 0.09% | +134,530+8.6% | Added |
| Riverbridge Partners LLC | 1,947,638 | $165.2M | 2.02% | −57,638−2.9% | Reduced |
| Macquarie Group Ltd | 2,042,159 | $173.2M | 0.20% | +10,005+0.5% | Added |
| FMR LLC | 3,326,865 | $282.1M | 0.02% | +893,427+36.7% | Added |