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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 3,434 | $291.1K | 0.00% | +3,434 | New |
| Hardy Reed LLC | 3,425 | $290.4K | 0.04% | +215+6.7% | Added |
| Portfolio Strategies, Inc. | 3,425 | $290.4K | 0.02% | +3,425 | New |
| Armistice Capital, LLC | 3,362 | $285.1K | 0.01% | +3,362 | New |
| Baron Wealth Management LLC | 3,144 | $266.6K | 0.14% | 00.0% | Unchanged |
| Danske Bank A/S | 3,100 | $262.9K | 0.00% | +3,100 | New |
| Xponance, Inc. | 3,013 | $255.5K | 0.00% | −6−0.2% | Reduced |
| Blair William & Co | 2,992 | $253.7K | 0.00% | −310−9.4% | Reduced |
| Mackenzie Financial Corp | 2,970 | $251.9K | 0.00% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 2,944 | $249.7K | 0.45% | −256−8.0% | Reduced |
| Truist Financial Corp | 2,934 | $248.8K | 0.00% | −334−10.2% | Reduced |
| Parkside Financial Bank & Trust | 2,742 | $232.5K | 0.04% | +326+13.5% | Added |
| Dynasty Wealth Management, LLC | 2,670 | $226.4K | 0.01% | +2,670 | New |
| We Are One Seven, LLC | 2,668 | $226.2K | 0.01% | −536−16.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,629 | $222.9K | 0.06% | +2,629 | New |
| Metropolitan Life Insurance Co | 2,613 | $221.6K | 0.01% | −202−7.2% | Reduced |
| Summit Global Investments | 2,582 | $219.0K | 0.02% | −321−11.1% | Reduced |
| American Century Companies Inc | 2,574 | $218.3K | 0.00% | +20+0.8% | Added |
| Quantinno Capital Management LP | 2,541 | $215.0K | 0.00% | +71+2.9% | Added |
| State of Wyoming | 2,434 | $206.4K | 0.03% | +517+27.0% | Added |
| Atria Wealth Solutions, Inc. | 2,395 | $203.1K | 0.00% | −80−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,374 | $201.3K | 0.00% | −93−3.8% | Reduced |
| Lazard Asset Management LLC | 2,283 | $193.0K | 0.00% | −357−13.5% | Reduced |
| nVerses Capital, LLC | 2,200 | $186.6K | 0.45% | – | – |
| Benjamin F. Edwards & Company, Inc. | 2,168 | $184.0K | 0.00% | +67+3.2% | Added |
| Stephenson National Bank & Trust | 2,162 | $183.3K | 0.06% | +93+4.5% | Added |
| Quantbot Technologies LP | 2,118 | $179.6K | 0.01% | −15,436−87.9% | Reduced |
| Franklin Resources Inc | 2,100 | $178.1K | 0.00% | +8+0.4% | Added |
| Group One Trading, L.P. | 1,931 | $163.7K | 0.01% | +1,836+1,932.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,858 | $157.6K | 0.00% | +58+3.2% | Added |
| Paladin Advisory Group, LLC | 1,857 | $155.2K | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 1,697 | $144.0K | 0.00% | −5,440−76.2% | Reduced |
| Fifth Third Bancorp | 1,692 | $143.5K | 0.00% | +140+9.0% | Added |
| Shell Asset Management Co | 1,888 | $138.0K | 0.01% | −190−9.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,390 | $117.9K | 0.00% | +40+3.0% | Added |
| Canada Pension Plan Investment Board | 1,300 | $110.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,262 | $107.0K | 0.00% | +224+21.6% | Added |
| Hills Bank & Trust Co | 1,220 | $103.5K | 0.01% | +35+3.0% | Added |
| Advisors Asset Management, Inc. | 1,209 | $102.5K | 0.00% | −462−27.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,162 | $98.5K | 0.00% | −9,965−89.6% | Reduced |
| RiverPark Advisors, LLC | 1,140 | $96.7K | 0.08% | +893+361.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,070 | $90.7K | 0.01% | −5−0.5% | Reduced |
| Benjamin Edwards Inc | 1,039 | $88.0K | 0.02% | +41+4.1% | Added |
| Walleye Trading LLC | 909 | $77.1K | 0.00% | +581+177.1% | Added |
| Park Place Capital Corp | 835 | $70.8K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 823 | $69.8K | 0.02% | +823 | New |
| Signaturefd, LLC | 811 | $68.8K | 0.00% | −24−2.9% | Reduced |
| Smartleaf Asset Management LLC | 782 | $66.0K | 0.01% | +3+0.4% | Added |
| Harbor Investment Advisory, LLC | 699 | $59.3K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 668 | $56.6K | 0.01% | −11−1.6% | Reduced |
| First Horizon Advisors, Inc. | 513 | $43.5K | 0.00% | −71−12.2% | Reduced |
| Abound Wealth Management | 500 | $42.4K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 489 | $41.5K | 0.00% | −7,109−93.6% | Reduced |
| EntryPoint Capital, LLC | 475 | $40.3K | 0.04% | +475 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 466 | $39.5K | 0.00% | +466 | New |
| Northwestern Mutual Wealth Management Co | 424 | $36.0K | 0.00% | −28−6.2% | Reduced |
| CIBC Private Wealth Group, LLC | 426 | $35.6K | 0.00% | +426 | New |
| Zions Bancorporation, N.A. | 340 | $28.8K | 0.00% | +340 | New |
| Quarry LP | 287 | $24.3K | 0.01% | +203+241.7% | Added |
| Parallel Advisors, LLC | 209 | $17.7K | 0.00% | +23+12.4% | Added |
| Arcadia Investment Management Corp | 207 | $17.6K | 0.00% | −1−0.5% | Reduced |
| Huntington National Bank | 184 | $15.6K | 0.00% | +18+10.8% | Added |
| Headlands Technologies LLC | 176 | $14.9K | 0.00% | +176 | New |
| Colonial Trust Co | 169 | $14.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 149 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 146 | $12.4K | 0.01% | +146 | New |
| Quadrant Capital Group LLC | 143 | $12.1K | 0.00% | +2+1.4% | Added |
| Cornerstone Planning Group LLC | 130 | $10.6K | 0.00% | −52−28.6% | Reduced |
| Venturi Wealth Management, LLC | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 118 | $9.86K | 0.00% | +61+107.0% | Added |
| Allworth Financial LP | 108 | $9.16K | 0.00% | −8−6.9% | Reduced |
| Mather Group, LLC. | 89 | $9.04K | 0.00% | +89 | New |
| Covestor Ltd | 93 | $8.00K | 0.01% | +3+3.3% | Added |
| Elequin Capital LP | 89 | $7.55K | 0.00% | +89 | New |
| Private Wealth Management Group, LLC | 76 | $6.45K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 71 | $6.02K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 72 | $6.00K | 0.00% | +7+10.8% | Added |
| GAMMA Investing LLC | 68 | $5.77K | 0.00% | −3−4.2% | Reduced |
| Global Retirement Partners, LLC | 67 | $5.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $5.43K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $4.58K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $4.51K | 0.00% | +7+15.2% | Added |
| Spire Wealth Management | 51 | $4.33K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $4.24K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 49 | $4.16K | 0.00% | +26+113.0% | Added |
| Simplex Trading, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Jones Financial Companies LLLP | 46 | $3.90K | 0.00% | +7+17.9% | Added |
| Sunbelt Securities, Inc. | 43 | $3.65K | 0.00% | −126−74.6% | Reduced |
| Bell Investment Advisors, Inc | 35 | $2.97K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 32 | $2.71K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $2.21K | 0.00% | −551−95.5% | Reduced |
| Fairman Group, LLC | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.27K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Riggs Asset Managment Co. Inc. | 6 | $509 | 0.00% | +6 | New |
| Quest Partners LLC | 6 | $509 | 0.00% | +6 | New |