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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 33,487 | $2.84M | 0.21% | −9,941−22.9% | Reduced |
| State of New Jersey Common Pension Fund D | 32,809 | $2.78M | 0.01% | +6,058+22.6% | Added |
| Manufacturers Life Insurance Company, The | 28,841 | $2.45M | 0.00% | +1,966+7.3% | Added |
| HighTower Advisors, LLC | 27,301 | $2.32M | 0.00% | −510−1.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,137 | $2.30M | 0.65% | −1,255−4.4% | Reduced |
| Invesco Ltd. | 26,330 | $2.23M | 0.00% | −964,873−97.3% | Reduced |
| Pathstone Holdings, LLC | 25,876 | $2.19M | 0.01% | +20,449+376.8% | Added |
| MetLife Investment Management | 25,286 | $2.14M | 0.01% | −499−1.9% | Reduced |
| Two Sigma Investments, LP | 24,900 | $2.11M | 0.01% | −28,539−53.4% | Reduced |
| Citigroup Inc | 24,542 | $2.08M | 0.00% | −7,759−24.0% | Reduced |
| American International Group, Inc. | 24,516 | $2.08M | 0.01% | −211−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,443 | $2.07M | 0.14% | −283−1.1% | Reduced |
| Wells Fargo & Company | 23,687 | $2.01M | 0.00% | +930+4.1% | Added |
| Mutual of America Capital Management LLC | 23,619 | $2.00M | 0.02% | −1,919−7.5% | Reduced |
| Janus Henderson Group PLC | 23,008 | $1.95M | 0.00% | +100.0% | Added |
| CenterBook Partners LP | 21,775 | $1.85M | 0.13% | +17,833+452.4% | Added |
| Mariner, LLC | 20,686 | $1.75M | 0.00% | −338−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,390 | $1.73M | 0.01% | +10,195+100.0% | Added |
| Janney Montgomery Scott LLC | 19,935 | $1.69M | 0.01% | +821+4.3% | Added |
| The PNC Financial Services Group, Inc. | 19,845 | $1.68M | 0.00% | −147−0.7% | Reduced |
| Moody National Bank Trust Division | 19,734 | $1.67M | 0.13% | +2,330+13.4% | Added |
| LPL Financial LLC | 19,410 | $1.65M | 0.00% | +677+3.6% | Added |
| US Bancorp | 19,254 | $1.63M | 0.00% | −4,391−18.6% | Reduced |
| Cetera Investment Advisers | 19,215 | $1.63M | 0.00% | +19,215 | New |
| Legacy Bridge, LLC | 19,164 | $1.63M | 0.95% | −1,100−5.4% | Reduced |
| State Board of Administration of Florida Retirement System | 15,260 | $1.56M | 0.00% | +1,290+9.2% | Added |
| Azzad Asset Management Inc | 17,871 | $1.52M | 0.18% | −62−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 17,746 | $1.50M | 0.05% | −9−0.1% | Reduced |
| Dimensional Fund Advisors LP | 17,609 | $1.49M | 0.00% | −7,326−29.4% | Reduced |
| Trust Point Inc. | 16,910 | $1.43M | 0.11% | +4,585+37.2% | Added |
| Assenagon Asset Management S.A. | 16,707 | $1.42M | 0.00% | −219−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 16,117 | $1.37M | 0.00% | −813−4.8% | Reduced |
| Los Angeles Capital Management LLC | 16,109 | $1.37M | 0.00% | +45+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 15,880 | $1.35M | 0.01% | +4,566+40.4% | Added |
| SG Americas Securities, LLC | 14,935 | $1.27M | 0.01% | +13,882+1,318.3% | Added |
| Semanteon Capital Management, LP | 14,807 | $1.26M | 0.80% | +4,995+50.9% | Added |
| Vontobel Holding Ltd. | 14,245 | $1.21M | 0.01% | −683−4.6% | Reduced |
| Vancity Investment Management Ltd | 13,428 | $1.14M | 0.14% | +4,316+47.4% | Added |
| Financial Counselors Inc | 13,142 | $1.11M | 0.02% | +78+0.6% | Added |
| Arizona State Retirement System | 13,107 | $1.11M | 0.01% | −124−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,039 | $1.11M | 0.12% | −1,520−10.4% | Reduced |
| Cubist Systematic Strategies, LLC | 12,552 | $1.06M | 0.01% | −11,784−48.4% | Reduced |
| Occudo Quantitative Strategies LP | 12,526 | $1.06M | 0.19% | −35,537−73.9% | Reduced |
| Aigen Investment Management, LP | 12,239 | $1.04M | 0.23% | +3,979+48.2% | Added |
| Diversified Trust Co | 11,410 | $967.6K | 0.03% | +5,648+98.0% | Added |
| Captrust Financial Advisors | 10,875 | $922.2K | 0.00% | −9,990−47.9% | Reduced |
| Petrus Trust Company, LTA | 10,594 | $898.4K | 0.08% | +1,556+17.2% | Added |
| Talbot Financial, LLC | 10,500 | $890.4K | 0.12% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,239 | $868.3K | 0.00% | +1,274+14.2% | Added |
| Victory Capital Management Inc | 10,170 | $862.4K | 0.00% | +3,712+57.5% | Added |
| ProShare Advisors LLC | 9,566 | $811.2K | 0.00% | +888+10.2% | Added |
| Numerai GP LLC | 9,524 | $807.6K | 0.35% | −32,749−77.5% | Reduced |
| Marshall Wace, LLP | 9,050 | $767.4K | 0.00% | +9,050 | New |
| Envestnet Portfolio Solutions, Inc. | 8,978 | $761.3K | 0.00% | −211−2.3% | Reduced |
| Empower Advisory Group, LLC | 8,521 | $722.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,512 | $722.0K | 0.00% | +296+3.6% | Added |
| Handelsbanken Fonder AB | 8,000 | $678.0K | 0.00% | 00.0% | Unchanged |
| Bell Bank | 7,990 | $677.6K | 0.06% | −1,149−12.6% | Reduced |
| Schroder Investment Management Group | 7,860 | $666.5K | 0.00% | +2,672+51.5% | Added |
| Bank of Montreal | 7,663 | $656.6K | 0.00% | −259−3.3% | Reduced |
| Park Avenue Securities LLC | 7,170 | $608.0K | 0.01% | −93−1.3% | Reduced |
| Fox Run Management, L.L.C. | 7,074 | $599.9K | 0.13% | +7,074 | New |
| Corton Capital Inc. | 6,986 | $592.4K | 0.22% | −330−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 6,888 | $584.0K | 0.00% | −3,861−35.9% | Reduced |
| Principal Financial Group Inc | 6,686 | $567.0K | 0.00% | +951+16.6% | Added |
| Harbor Capital Advisors, Inc. | 6,608 | $560.0K | 0.07% | −3,124−32.1% | Reduced |
| Mercer Global Advisors Inc | 1,966 | $525.0K | 0.00% | −79−3.9% | Reduced |
| FDx Advisors, Inc. | 6,139 | $521.0K | 0.08% | −13−0.2% | Reduced |
| CWM, LLC | 6,047 | $513.0K | 0.00% | +4+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 5,935 | $503.3K | 0.04% | +1,537+34.9% | Added |
| Pictet Asset Management Holding SA | 5,880 | $498.6K | 0.00% | +168+2.9% | Added |
| Creative Planning | 5,732 | $486.1K | 0.00% | +1,521+36.1% | Added |
| Icon Wealth Advisors, LLC | 5,586 | $473.7K | 0.04% | −563−9.2% | Reduced |
| Point72 (DIFC) Ltd | 5,546 | $470.3K | 0.04% | +5,546 | New |
| FORA Capital, LLC | 5,478 | $464.5K | 0.04% | +801+17.1% | Added |
| Voya Financial Advisors, Inc. | 5,233 | $441.5K | 0.05% | −203−3.7% | Reduced |
| Citadel Advisors LLC | 5,043 | $427.6K | 0.00% | −35,959−87.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,024 | $426.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,003 | $424.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,867 | $412.7K | 0.00% | −2,271−31.8% | Reduced |
| Woodline Partners LP | 4,787 | $405.9K | 0.00% | −29,025−85.8% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $404.0K | 0.04% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,761 | $403.7K | 0.16% | +4,761 | New |
| Henshaw Capital LLC | 4,756 | $403.3K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,727 | $401.0K | 0.01% | +558+13.4% | Added |
| DC Investments Management, LLC | 4,559 | $386.6K | 0.33% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,529 | $384.1K | 0.09% | −34−0.7% | Reduced |
| Verition Fund Management LLC | 4,444 | $376.9K | 0.00% | +643+16.9% | Added |
| HRT Financial LP | 4,406 | $373.0K | 0.00% | +4,406 | New |
| Cerity Partners LLC | 4,341 | $368.1K | 0.00% | +4,341 | New |
| Transatlantique Private Wealth LLC | 4,278 | $362.8K | 0.16% | −218−4.8% | Reduced |
| Harvest Management LLC | 4,256 | $360.9K | 0.31% | +56+1.3% | Added |
| Foster Group, Inc. | 4,073 | $345.4K | 0.02% | −295−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 4,055 | $343.9K | 0.04% | +1,911+89.1% | Added |
| Nebula Research & Development LLC | 3,765 | $319.3K | 0.07% | +3,765 | New |
| Gilbert & Cook, Inc. | 3,679 | $312.0K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,654 | $309.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,611 | $306.0K | 0.01% | −70−1.9% | Reduced |
| JustInvest LLC | 3,548 | $300.9K | 0.01% | +152+4.5% | Added |
| STRS Ohio | 3,500 | $296.0K | 0.00% | −1,600−31.4% | Reduced |