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, Q2 2024
Institutional positions in Workiva Inc as of Jun 30, 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
- 300
- +3 vs. Q1 2024
- Shares held
- 46.8M
- −514.6K (−1.1%) vs. Q1 2024
- Total value
- $3.42B
- −$601.2M (−15.0%) vs. Q1 2024
- New holders
- 44
- 111 more added
- Sold out
- 41
- 110 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,330,785 | $389.1M | 0.01% | +144,856+2.8% | Added |
| BlackRock Inc. | 4,240,063 | $309.5M | 0.01% | +114,521+2.8% | Added |
| FMR LLC | 3,564,565 | $260.2M | 0.02% | +237,700+7.1% | Added |
| Macquarie Group Ltd | 2,108,743 | $153.9M | 0.18% | +66,584+3.3% | Added |
| Riverbridge Partners LLC | 1,829,712 | $133.6M | 1.81% | −117,926−6.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,772,608 | $129.4M | 0.08% | +69,719+4.1% | Added |
| JPMorgan Chase & Co | 1,614,313 | $117.8M | 0.01% | −34,829−2.1% | Reduced |
| Ameriprise Financial Inc | 1,264,915 | $92.3M | 0.02% | −216,380−14.6% | Reduced |
| State Street Corp | 1,191,442 | $87.0M | 0.00% | −4150.0% | Reduced |
| Conestoga Capital Advisors, LLC | 1,188,445 | $86.7M | 1.30% | +32,230+2.8% | Added |
| Geode Capital Management, LLC | 1,109,797 | $81.0M | 0.01% | +58,855+5.6% | Added |
| Champlain Investment Partners, LLC | 1,100,774 | $80.3M | 0.49% | −239,340−17.9% | Reduced |
| Brown Capital Management LLC | 1,022,339 | $74.6M | 1.51% | −32,341−3.1% | Reduced |
| Brown Advisory Inc | 1,020,678 | $74.5M | 0.10% | −69,682−6.4% | Reduced |
| First Trust Advisors LP | 818,642 | $59.8M | 0.06% | +52,425+6.8% | Added |
| Artisan Partners Limited Partnership | 793,289 | $57.9M | 0.09% | −372,526−32.0% | Reduced |
| Mairs & Power Inc | 783,410 | $57.2M | 0.55% | +26,176+3.5% | Added |
| Loomis Sayles & Co L P | 641,629 | $46.8M | 0.06% | −45,497−6.6% | Reduced |
| Northern Trust Corp | 571,644 | $41.7M | 0.01% | −18,140−3.1% | Reduced |
| Thrivent Financial for Lutherans | 558,618 | $40.8M | 0.08% | −6,174−1.1% | Reduced |
| Renaissance Technologies LLC | 520,100 | $38.0M | 0.06% | −90,800−14.9% | Reduced |
| Norges Bank | 457,981 | $33.4M | 0.00% | −34,092−6.9% | Reduced |
| TimesSquare Capital Management, LLC | 448,674 | $32.7M | 0.51% | +51,642+13.0% | Added |
| UBS Group AG | 431,392 | $31.5M | 0.01% | +20,610+5.0% | Added |
| Nuveen Asset Management, LLC | 426,672 | $31.1M | 0.01% | +25,010+6.2% | Added |
| Tensile Capital Management LP | 418,321 | $30.5M | 3.37% | +338,321+422.9% | Added |
| Charles Schwab Investment Management Inc | 417,360 | $30.5M | 0.01% | +13,545+3.4% | Added |
| Price T Rowe Associates Inc | 395,301 | $28.9M | 0.00% | +4,362+1.1% | Added |
| Bank of New York Mellon Corp | 392,951 | $28.7M | 0.01% | +49,222+14.3% | Added |
| New York State Common Retirement Fund | 387,571 | $28.3M | 0.04% | −43,458−10.1% | Reduced |
| DF Dent & Co Inc | 382,697 | $27.9M | 0.36% | −273,397−41.7% | Reduced |
| William Blair Investment Management, LLC | 377,832 | $27.6M | 0.07% | +29,005+8.3% | Added |
| Deutsche Bank AG | 363,492 | $26.5M | 0.01% | −6,046−1.6% | Reduced |
| Bank of America Corp | 352,799 | $25.8M | 0.00% | +7,246+2.1% | Added |
| Millennium Management LLC | 313,866 | $22.9M | 0.02% | −45,658−12.7% | Reduced |
| J. Goldman & Co LP | 299,615 | $21.9M | 0.81% | +299,615 | New |
| Morgan Stanley | 293,624 | $21.4M | 0.00% | +2,364+0.8% | Added |
| Standard Life Aberdeen plc | 281,654 | $20.6M | 0.04% | −113,604−28.7% | Reduced |
| Ranger Investment Management, L.P. | 264,449 | $19.3M | 1.31% | −3,400−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 255,182 | $18.6M | 0.04% | +255,182 | New |
| Bessemer Group Inc | 241,435 | $17.6M | 0.03% | +31,743+15.1% | Added |
| Granahan Investment Management Inc | 234,661 | $17.1M | 0.69% | −150,383−39.1% | Reduced |
| SEI Investments Co | 230,398 | $16.8M | 0.02% | −14,970−6.1% | Reduced |
| Envestnet Asset Management Inc | 219,218 | $16.0M | 0.01% | −16,136−6.9% | Reduced |
| Swedbank AB | 190,800 | $13.9M | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 187,221 | $13.7M | 0.03% | +89,682+91.9% | Added |
| Goldman Sachs Group Inc | 162,079 | $11.8M | 0.00% | +19,849+14.0% | Added |
| UBS Asset Management Americas Inc | 156,117 | $11.4M | 0.00% | +92,519+145.5% | Added |
| Clearbridge Investments, LLC | 150,428 | $11.0M | 0.01% | −221,757−59.6% | Reduced |
| Impax Asset Management Group plc | 136,086 | $9.93M | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 120,395 | $8.79M | 0.00% | +2,089+1.8% | Added |
| Citadel Advisors LLC | 118,188 | $8.63M | 0.01% | +113,145+2,243.6% | Added |
| Squarepoint Ops LLC | 118,106 | $8.62M | 0.03% | −54,723−31.7% | Reduced |
| Kopp Family Office, LLC | 111,708 | $8.15M | 5.06% | +35,281+46.2% | Added |
| D. E. Shaw & Co., Inc. | 104,951 | $7.66M | 0.01% | −37,010−26.1% | Reduced |
| AXA S.A. | 102,832 | $7.51M | 0.02% | −3,007−2.8% | Reduced |
| Burney Co | 100,056 | $7.30M | 0.28% | +56,683+130.7% | Added |
| State of Wisconsin Investment Board | 97,918 | $7.15M | 0.02% | −1,491−1.5% | Reduced |
| Swiss National Bank | 95,021 | $6.94M | 0.00% | +900+1.0% | Added |
| Jane Street Group, LLC | 93,662 | $6.84M | 0.01% | +12,959+16.1% | Added |
| California Public Employees Retirement System | 90,697 | $6.62M | 0.00% | −677−0.7% | Reduced |
| Comerica Bank | 89,854 | $6.56M | 0.03% | +1,855+2.1% | Added |
| Russell Investments Group, Ltd. | 87,676 | $6.40M | 0.01% | +16,420+23.0% | Added |
| Oppenheimer Asset Management Inc. | 82,680 | $6.03M | 0.08% | +3,043+3.8% | Added |
| Balyasny Asset Management LLC | 77,763 | $5.68M | 0.01% | −19,796−20.3% | Reduced |
| Advantage Alpha Capital Partners LP | 76,828 | $5.61M | 1.22% | +12,595+19.6% | Added |
| EULAV Asset Management | 76,400 | $5.58M | 0.15% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 76,138 | $5.56M | 0.13% | +12,682+20.0% | Added |
| Cubist Systematic Strategies, LLC | 75,484 | $5.51M | 0.10% | +62,932+501.4% | Added |
| Rhumbline Advisers | 74,660 | $5.45M | 0.01% | +2,494+3.5% | Added |
| Great West Life Assurance Co | 74,046 | $5.41M | 0.01% | −2,656−3.5% | Reduced |
| Federated Hermes, Inc. | 73,053 | $5.33M | 0.01% | −4,876−6.3% | Reduced |
| Twinbeech Capital LP | 71,496 | $5.22M | 0.10% | +71,496 | New |
| Ingalls & Snyder LLC | 71,249 | $5.20M | 0.22% | +509+0.7% | Added |
| Voya Investment Management LLC | 70,969 | $5.18M | 0.01% | −1,039−1.4% | Reduced |
| Citigroup Inc | 69,757 | $5.09M | 0.00% | +45,215+184.2% | Added |
| King Luther Capital Management Corp | 64,501 | $4.71M | 0.02% | −707−1.1% | Reduced |
| Barclays PLC | 64,453 | $4.70M | 0.00% | −14,427−18.3% | Reduced |
| Alliancebernstein L.P. | 63,619 | $4.64M | 0.00% | −1,771−2.7% | Reduced |
| Frontier Capital Management Co LLC | 58,713 | $4.29M | 0.04% | +58,713 | New |
| Man Group plc | 58,460 | $4.27M | 0.01% | −23,790−28.9% | Reduced |
| Orser Capital Management, LLC | 56,633 | $4.13M | 3.37% | −2,245−3.8% | Reduced |
| Raymond James & Associates | 55,170 | $4.03M | 0.00% | +3,356+6.5% | Added |
| Nicholas Company, Inc. | 53,833 | $3.93M | 0.07% | +53,833 | New |
| Trexquant Investment LP | 53,148 | $3.88M | 0.06% | +13,621+34.5% | Added |
| Alamar Capital Management, LLC | 50,430 | $3.68M | 2.23% | +50,430 | New |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $3.65M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 49,838 | $3.64M | 0.00% | +1,232+2.5% | Added |
| California State Teachers Retirement System | 47,321 | $3.45M | 0.00% | −565−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 46,886 | $3.42M | 0.00% | −3,803−7.5% | Reduced |
| Stifel Financial Corp | 44,033 | $3.21M | 0.00% | −7,483−14.5% | Reduced |
| Resources Investment Advisors, LLC. | 40,466 | $2.95M | 0.04% | −1,182−2.8% | Reduced |
| TD Asset Management Inc | 39,500 | $2.88M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 39,100 | $2.85M | 0.01% | −34,400−46.8% | Reduced |
| Holocene Advisors, LP | 37,774 | $2.76M | 0.01% | −19,068−33.5% | Reduced |
| Susquehanna International Group, LLP | 37,358 | $2.73M | 0.00% | +842+2.3% | Added |
| Natixis Advisors, L.P. | 36,848 | $2.69M | 0.01% | −94,137−71.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 34,293 | $2.50M | 0.06% | +34,293 | New |
| AQR Capital Management LLC | 33,967 | $2.48M | 0.00% | −3,223−8.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 33,803 | $2.47M | 0.16% | +316+0.9% | Added |