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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 1 | $73 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $73 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 2 | $146 | 0.00% | −62−96.9% | Reduced |
| Innealta Capital, LLC | 6 | $438 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 6 | $443 | 0.00% | +4+200.0% | Added |
| Allspring Global Investments Holdings, LLC | 10 | $729 | 0.00% | −110,435−100.0% | Reduced |
| Private Wealth Management Group, LLC | 12 | $876 | 0.00% | −64−84.2% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.09K | 0.00% | +5+50.0% | Added |
| Fairman Group, LLC | 16 | $1.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $1.24K | 0.00% | −36−67.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 18 | $1.31K | 0.00% | +18 | New |
| Stephens Consulting, LLC | 19 | $1.39K | 0.00% | +19 | New |
| Rothschild Investment LLC | 20 | $1.46K | 0.00% | +15+300.0% | Added |
| IFP Advisors, Inc | 20 | $1.46K | 0.00% | +20 | New |
| Principal Securities, Inc. | 22 | $1.61K | 0.00% | −27−55.1% | Reduced |
| GWM Advisors LLC | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $2.04K | 0.00% | −438−94.0% | Reduced |
| Bell Investment Advisors, Inc | 28 | $2.04K | 0.00% | −7−20.0% | Reduced |
| Central Trust Co | 32 | $2.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $3.02K | 0.00% | −88−67.7% | Reduced |
| Spire Wealth Management | 42 | $3.07K | 0.00% | −9−17.6% | Reduced |
| Sunbelt Securities, Inc. | 43 | $3.14K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $3.65K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 49 | $4.00K | 0.00% | −23−31.9% | Reduced |
| Clearstead Advisors, LLC | 59 | $4.31K | 0.00% | +59 | New |
| Global Retirement Partners, LLC | 63 | $4.60K | 0.00% | −4−6.0% | Reduced |
| Financial Network Wealth Advisors LLC | 68 | $4.96K | 0.00% | +68 | New |
| Globeflex Capital L P | 71 | $5.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 66 | $5.60K | 0.00% | +66 | New |
| Quadrant Capital Group LLC | 81 | $5.91K | 0.00% | −62−43.4% | Reduced |
| GAMMA Investing LLC | 89 | $6.50K | 0.00% | +21+30.9% | Added |
| Allworth Financial LP | 97 | $6.99K | 0.00% | −11−10.2% | Reduced |
| Covestor Ltd | 90 | $7.00K | 0.00% | −3−3.2% | Reduced |
| Lindbrook Capital, LLC | 106 | $7.74K | 0.00% | +96+960.0% | Added |
| Parallel Advisors, LLC | 116 | $8.47K | 0.00% | −93−44.5% | Reduced |
| Venturi Wealth Management, LLC | 123 | $8.98K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 142 | $10.0K | 0.00% | +142 | New |
| International Assets Investment Management, LLC | 143 | $10.4K | 0.00% | +143 | New |
| Farther Finance Advisors, LLC | 149 | $10.7K | 0.00% | +31+26.3% | Added |
| Rise Advisors, LLC | 146 | $10.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 149 | $10.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 169 | $12.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 190 | $13.9K | 0.00% | +6+3.3% | Added |
| Mather Group, LLC. | 176 | $14.9K | 0.00% | +87+97.8% | Added |
| CIBC Private Wealth Group, LLC | 218 | $15.6K | 0.00% | −208−48.8% | Reduced |
| Walleye Capital LLC | 296 | $21.6K | 0.00% | +296 | New |
| Quarry LP | 453 | $33.1K | 0.01% | +166+57.8% | Added |
| First Horizon Advisors, Inc. | 497 | $36.3K | 0.00% | −16−3.1% | Reduced |
| Abound Wealth Management | 500 | $36.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 612 | $44.7K | 0.00% | −199−24.5% | Reduced |
| Harbor Investment Advisory, LLC | 701 | $51.2K | 0.01% | +2+0.3% | Added |
| SRS Capital Advisors, Inc. | 720 | $52.6K | 0.01% | −3,335−82.2% | Reduced |
| Advisor Group Holdings, Inc. | 723 | $52.8K | 0.00% | −439−37.8% | Reduced |
| Park Place Capital Corp | 814 | $59.4K | 0.02% | −21−2.5% | Reduced |
| Hilltop National Bank | 833 | $60.8K | 0.02% | +10+1.2% | Added |
| Point72 Hong Kong Ltd | 846 | $61.8K | 0.00% | +846 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 856 | $62.5K | 0.01% | −1,773−67.4% | Reduced |
| Smartleaf Asset Management LLC | 854 | $62.8K | 0.01% | +72+9.2% | Added |
| Advisors Asset Management, Inc. | 912 | $66.6K | 0.00% | −297−24.6% | Reduced |
| Benjamin Edwards Inc | 959 | $70.0K | 0.01% | −80−7.7% | Reduced |
| Group One Trading, L.P. | 1,033 | $75.4K | 0.00% | −898−46.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,070 | $78.1K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,262 | $92.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,300 | $94.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,443 | $105.3K | 0.00% | +53+3.8% | Added |
| State of Wyoming | 1,504 | $109.8K | 0.02% | −930−38.2% | Reduced |
| Fifth Third Bancorp | 1,686 | $123.1K | 0.00% | −6−0.4% | Reduced |
| Amalgamated Bank | 1,746 | $127.0K | 0.00% | +49+2.9% | Added |
| Headlands Technologies LLC | 1,753 | $128.0K | 0.01% | +1,577+896.0% | Added |
| Paladin Advisory Group, LLC | 1,857 | $132.8K | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,967 | $143.6K | 0.00% | +109+5.9% | Added |
| Stephenson National Bank & Trust | 2,183 | $159.3K | 0.05% | +21+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,347 | $171.0K | 0.00% | +179+8.3% | Added |
| Franklin Resources Inc | 2,461 | $179.6K | 0.00% | +361+17.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,478 | $180.9K | 0.00% | +2,054+484.4% | Added |
| Aquatic Capital Management LLC | 2,600 | $189.8K | 0.01% | +2,600 | New |
| Quest Partners LLC | 2,702 | $197.2K | 0.03% | +2,696+44,933.3% | Added |
| Wealth Alliance | 2,763 | $201.7K | 0.03% | +2,763 | New |
| Hantz Financial Services, Inc. | 2,777 | $203.0K | 0.00% | −834−23.1% | Reduced |
| Sherbrooke Park Advisers LLC | 2,942 | $214.7K | 0.04% | +2,942 | New |
| Mount Yale Investment Advisors, LLC | 2,949 | $215.2K | 0.02% | +2,949 | New |
| Parkside Financial Bank & Trust | 2,959 | $216.0K | 0.03% | +217+7.9% | Added |
| Blair William & Co | 2,965 | $216.4K | 0.00% | −27−0.9% | Reduced |
| Mackenzie Financial Corp | 2,970 | $216.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,100 | $226.3K | 0.00% | −400−11.4% | Reduced |
| Baron Wealth Management LLC | 3,127 | $228.2K | 0.12% | −17−0.5% | Reduced |
| Xponance, Inc. | 3,195 | $233.2K | 0.00% | +182+6.0% | Added |
| nVerses Capital, LLC | 3,200 | $233.6K | 0.14% | +1,000+45.5% | Added |
| Jefferies Financial Group Inc. | 3,201 | $233.6K | 0.00% | +3,201 | New |
| MQS Management LLC | 3,231 | $235.8K | 0.14% | +3,231 | New |
| Marshall Wace, LLP | 3,300 | $240.9K | 0.00% | −5,750−63.5% | Reduced |
| Hardy Reed LLC | 3,425 | $250.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,568 | $260.4K | 0.01% | +3,568 | New |
| Quantbot Technologies LP | 3,778 | $275.8K | 0.01% | +1,660+78.4% | Added |
| The PNC Financial Services Group, Inc. | 3,826 | $279.3K | 0.00% | −16,019−80.7% | Reduced |
| Dynasty Wealth Management, LLC | 3,890 | $283.9K | 0.01% | +1,220+45.7% | Added |