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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,125,542 | $349.8M | 0.01% | +80,385+2.0% | Added |
| Vanguard Group Inc | 5,185,929 | $439.8M | 0.01% | +181,520+3.6% | Added |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −178,777−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −60,500−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −41,172−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −37,597−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −37,358−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −32,850−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −29,314−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,743−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −24,515−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −17,767−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −17,014−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −16,984−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −12,666−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,730−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,938−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −7,588−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,454−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,946−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,570−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,151−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,881−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,409−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AtonRa Partners | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |