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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.

Q2 2024 vs. Q1 2024

How the institutions holding Workiva Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of WK: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders3025300+3
Shares47.5M189.6K46.8M−514.6K (−1.1%)
Value$4.03B$16.1M$3.42B−$601.2M (−15.0%)

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Workiva Inc at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to WK in Q2 2024
InstitutionSharesValue% of portfolio
J. Goldman & Co LP299,615$21.9M0.81%
Mirae Asset Global ETFs Holdings Ltd.255,182$18.6M0.04%
Twinbeech Capital LP71,496$5.22M0.10%
Frontier Capital Management Co LLC58,713$4.29M0.04%
Nicholas Company, Inc.53,833$3.93M0.07%
Alamar Capital Management, LLC50,430$3.68M2.23%
Susquehanna Fundamental Investments, LLC34,293$2.50M0.06%
Ci Investments Inc.31,100$2.27M0.01%
Corebridge Financial, Inc.27,173$1.98M0.01%
Seven Eight Capital, LP21,405$1.56M0.16%
Connor, Clark & Lunn Investment Management Ltd.20,732$1.51M0.01%
Tudor Investment Corp Et Al19,767$1.44M0.02%
Mirabella Financial Services LLP11,749$857.6K0.06%
Y-Intercept (Hong Kong) Ltd11,593$846.2K0.05%
XTX Topco Ltd11,412$833.0K0.07%
Landscape Capital Management, L.L.C.9,487$692.5K0.06%
Voloridge Investment Management, LLC7,122$519.8K0.00%
Bayesian Capital Management, LP6,600$481.7K0.06%
Inceptionr LLC6,256$456.6K0.13%
Atria Investments LLC4,998$364.8K0.00%
Virtu Financial LLC4,878$356.0K0.02%
Algert Global LLC4,870$355.5K0.01%
Capstone Investment Advisors, LLC4,341$316.9K0.01%
Two Sigma Securities, LLC3,568$260.4K0.01%
MQS Management LLC3,231$235.8K0.14%
Jefferies Financial Group Inc.3,201$233.6K0.00%
Mount Yale Investment Advisors, LLC2,949$215.2K0.02%
Sherbrooke Park Advisers LLC2,942$214.7K0.04%
Wealth Alliance2,763$201.7K0.03%
Aquatic Capital Management LLC2,600$189.8K0.01%
Point72 Hong Kong Ltd846$61.8K0.00%
Walleye Capital LLC296$21.6K0.00%
International Assets Investment Management, LLC143$10.4K0.00%
Migdal Insurance & Financial Holdings Ltd.142$10.0K0.00%
Ronald Blue Trust, Inc.66$5.60K0.00%
Financial Network Wealth Advisors LLC68$4.96K0.00%
Clearstead Advisors, LLC59$4.31K0.00%
IFP Advisors, Inc20$1.46K0.00%
Stephens Consulting, LLC19$1.39K0.00%
Beaird Harris Wealth Management, LLC18$1.31K0.00%
Innealta Capital, LLC6$4380.00%
MV Capital Management, Inc.1$730.00%
TFC Financial Management1$730.00%
Avion Wealth6$00.00%

Sold out (41)

Institutions that held Workiva Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of WK in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Kames Capital plc190,000$16.1M
Segall Bryant & Hamill, LLC83,884$7.11M
Wellington Management Group LLP67,735$5.74M
Point72 Asset Management, L.P.52,706$4.47M
Next Century Growth Investors LLC47,845$4.06M
Moody Aldrich Partners LLC41,733$3.54M
SQN Investors LP39,300$3.33M
American International Group, Inc.24,516$2.08M
Schonfeld Strategic Advisors LLC15,880$1.35M
Financial Counselors Inc13,142$1.11M
Numerai GP LLC9,524$807.6K
Fox Run Management, L.L.C.7,074$599.9K
Mercer Global Advisors Inc1,966$525.0K
FDx Advisors, Inc.6,139$521.0K
FORA Capital, LLC5,478$464.5K
HRT Financial LP4,406$373.0K
Cerity Partners LLC4,341$368.1K
Nebula Research & Development LLC3,765$319.3K
Gilbert & Cook, Inc.3,679$312.0K
Portfolio Strategies, Inc.3,425$290.4K
Armistice Capital, LLC3,362$285.1K
Danske Bank A/S3,100$262.9K
Truist Financial Corp2,934$248.8K
We Are One Seven, LLC2,668$226.2K
Metropolitan Life Insurance Co2,613$221.6K
Summit Global Investments2,582$219.0K
Quantinno Capital Management LP2,541$215.0K
Atria Wealth Solutions, Inc.2,395$203.1K
O'Shaughnessy Asset Management, LLC2,374$201.3K
Hills Bank & Trust Co1,220$103.5K
RiverPark Advisors, LLC1,140$96.7K
Walleye Trading LLC909$77.1K
SYSTM Wealth Solutions LLC668$56.6K
EntryPoint Capital, LLC475$40.3K
Zions Bancorporation, N.A.340$28.8K
Arcadia Investment Management Corp207$17.6K
Elequin Capital LP89$7.55K
MCF Advisors LLC54$4.58K
Jones Financial Companies LLLP46$3.90K
Battery Global Advisors, LLC10$848
Riggs Asset Managment Co. Inc.6$509

Not filed for Q2 2024 yet (5)

Institutions that held Workiva Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG103,599$8.79M
Kopp LeRoy C76,427$6.48M
RIA Advisory Group LLC4,761$403.7K
Oracle Alpha Inc.2,944$249.7K
Shell Asset Management Co1,888$138.0K