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 |
|---|---|---|---|---|---|
| Harvest Management LLC | 3,900 | $284.7K | 0.23% | −356−8.4% | Reduced |
| Foster Group, Inc. | 4,072 | $297.2K | 0.01% | −10.0% | Reduced |
| Bank of Montreal | 4,075 | $297.6K | 0.00% | −3,588−46.8% | Reduced |
| Sonora Investment Management Group, LLC | 3,654 | $309.9K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,308 | $314.0K | 0.00% | +2,025+88.7% | Added |
| Capstone Investment Advisors, LLC | 4,341 | $316.9K | 0.01% | +4,341 | New |
| JustInvest LLC | 4,378 | $319.6K | 0.01% | +830+23.4% | Added |
| Sage Rhino Capital LLC | 4,508 | $329.0K | 0.08% | −21−0.5% | Reduced |
| DC Investments Management, LLC | 4,559 | $332.8K | 0.28% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,574 | $337.4K | 0.03% | −1,012−18.1% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $347.7K | 0.03% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,813 | $351.3K | 0.02% | +57+1.2% | Added |
| Algert Global LLC | 4,870 | $355.5K | 0.01% | +4,870 | New |
| Virtu Financial LLC | 4,878 | $356.0K | 0.02% | +4,878 | New |
| Crossmark Global Holdings, Inc. | 4,910 | $358.0K | 0.01% | +183+3.9% | Added |
| Atria Investments LLC | 4,998 | $364.8K | 0.00% | +4,998 | New |
| Public Employees Retirement Association of Colorado | 5,003 | $365.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,024 | $366.7K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,120 | $374.0K | 0.00% | −2,050−28.6% | Reduced |
| Voya Financial Advisors, Inc. | 5,096 | $374.5K | 0.04% | −137−2.6% | Reduced |
| Transatlantique Private Wealth LLC | 5,590 | $402.1K | 0.16% | +1,312+30.7% | Added |
| Corton Capital Inc. | 5,519 | $402.8K | 0.21% | −1,467−21.0% | Reduced |
| Glenmede Trust Co NA | 5,627 | $410.7K | 0.00% | −4,612−45.0% | Reduced |
| Pictet Asset Management Holding SA | 5,732 | $418.4K | 0.00% | −148−2.5% | Reduced |
| Verition Fund Management LLC | 5,994 | $437.5K | 0.00% | +1,550+34.9% | Added |
| Victory Capital Management Inc | 6,251 | $456.3K | 0.00% | −3,919−38.5% | Reduced |
| Inceptionr LLC | 6,256 | $456.6K | 0.13% | +6,256 | New |
| CWM, LLC | 6,306 | $460.0K | 0.00% | +259+4.3% | Added |
| Bell Bank | 6,574 | $479.8K | 0.04% | −1,416−17.7% | Reduced |
| Bayesian Capital Management, LP | 6,600 | $481.7K | 0.06% | +6,600 | New |
| MML Investors Services, LLC | 6,781 | $495.0K | 0.00% | −1,731−20.3% | Reduced |
| Principal Financial Group Inc | 6,823 | $498.0K | 0.00% | +137+2.0% | Added |
| Commonwealth Equity Services, LLC | 6,862 | $501.0K | 0.00% | −26−0.4% | Reduced |
| Creative Planning | 6,876 | $501.9K | 0.00% | +1,144+20.0% | Added |
| Prudential Financial Inc | 6,916 | $504.8K | 0.00% | +2,049+42.1% | Added |
| Voloridge Investment Management, LLC | 7,122 | $519.8K | 0.00% | +7,122 | New |
| Envestnet Portfolio Solutions, Inc. | 7,167 | $523.1K | 0.00% | −1,811−20.2% | Reduced |
| ProShare Advisors LLC | 7,251 | $529.3K | 0.00% | −2,315−24.2% | Reduced |
| Schroder Investment Management Group | 7,528 | $553.2K | 0.00% | −332−4.2% | Reduced |
| Point72 (DIFC) Ltd | 7,780 | $567.9K | 0.05% | +2,234+40.3% | Added |
| Simplex Trading, LLC | 8,101 | $591.0K | 0.02% | +8,049+15,478.8% | Added |
| Legacy Bridge, LLC | 8,454 | $617.1K | 0.36% | −10,710−55.9% | Reduced |
| Empower Advisory Group, LLC | 8,521 | $621.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 8,891 | $649.0K | 0.05% | +2,283+34.5% | Added |
| Landscape Capital Management, L.L.C. | 9,487 | $692.5K | 0.06% | +9,487 | New |
| Talbot Financial, LLC | 10,500 | $766.4K | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,556 | $770.5K | 0.00% | −9,834−48.2% | Reduced |
| Handelsbanken Fonder AB | 11,200 | $817.0K | 0.00% | +3,200+40.0% | Added |
| XTX Topco Ltd | 11,412 | $833.0K | 0.07% | +11,412 | New |
| Diversified Trust Co | 11,508 | $840.0K | 0.02% | +98+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,473 | $843.2K | 0.00% | −338,316−96.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,593 | $846.2K | 0.05% | +11,593 | New |
| Mirabella Financial Services LLP | 11,749 | $857.6K | 0.06% | +11,749 | New |
| Captrust Financial Advisors | 12,428 | $907.1K | 0.00% | +1,553+14.3% | Added |
| Petrus Trust Company, LTA | 13,241 | $966.5K | 0.09% | +2,647+25.0% | Added |
| Arizona State Retirement System | 13,532 | $987.7K | 0.01% | +425+3.2% | Added |
| State Board of Administration of Florida Retirement System | 13,540 | $988.3K | 0.00% | −1,720−11.3% | Reduced |
| Tower Research Capital LLC (TRC) | 13,578 | $991.1K | 0.02% | +13,089+2,676.7% | Added |
| Moody National Bank Trust Division | 13,958 | $1.02M | 0.08% | −5,776−29.3% | Reduced |
| HSBC Holdings PLC | 14,304 | $1.05M | 0.00% | +10,870+316.5% | Added |
| Mariner, LLC | 14,486 | $1.06M | 0.00% | −6,200−30.0% | Reduced |
| Aigen Investment Management, LP | 14,738 | $1.08M | 0.21% | +2,499+20.4% | Added |
| US Bancorp | 14,799 | $1.08M | 0.00% | −4,455−23.1% | Reduced |
| Semanteon Capital Management, LP | 14,821 | $1.08M | 0.76% | +14+0.1% | Added |
| American Century Companies Inc | 14,933 | $1.09M | 0.00% | +12,359+480.1% | Added |
| Los Angeles Capital Management LLC | 16,109 | $1.18M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 16,117 | $1.18M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,759 | $1.22M | 0.01% | +1,824+12.2% | Added |
| CenterBook Partners LP | 17,656 | $1.29M | 0.08% | −4,119−18.9% | Reduced |
| Avantax Planning Partners, Inc. | 17,746 | $1.30M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 17,868 | $1.30M | 0.00% | +259+1.5% | Added |
| Trust Point Inc. | 18,262 | $1.33M | 0.11% | +1,352+8.0% | Added |
| Woodline Partners LP | 18,762 | $1.37M | 0.01% | +13,975+291.9% | Added |
| Vontobel Holding Ltd. | 18,783 | $1.37M | 0.00% | +4,538+31.9% | Added |
| Occudo Quantitative Strategies LP | 18,804 | $1.37M | 0.24% | +6,278+50.1% | Added |
| Dynamic Technology Lab Private Ltd | 19,162 | $1.40M | 0.16% | +6,123+47.0% | Added |
| Janney Montgomery Scott LLC | 19,523 | $1.43M | 0.00% | −412−2.1% | Reduced |
| Cetera Investment Advisers | 19,660 | $1.43M | 0.00% | +445+2.3% | Added |
| Tudor Investment Corp Et Al | 19,767 | $1.44M | 0.02% | +19,767 | New |
| LPL Financial LLC | 20,002 | $1.46M | 0.00% | +592+3.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,732 | $1.51M | 0.01% | +20,732 | New |
| Seven Eight Capital, LP | 21,405 | $1.56M | 0.16% | +21,405 | New |
| Azzad Asset Management Inc | 21,760 | $1.59M | 0.19% | +3,889+21.8% | Added |
| Mutual of America Capital Management LLC | 22,638 | $1.65M | 0.02% | −981−4.2% | Reduced |
| Pathstone Holdings, LLC | 22,666 | $1.65M | 0.01% | −3,210−12.4% | Reduced |
| Wells Fargo & Company | 22,721 | $1.66M | 0.00% | −966−4.1% | Reduced |
| Janus Henderson Group PLC | 22,753 | $1.66M | 0.00% | −255−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 23,992 | $1.75M | 0.01% | −8,817−26.9% | Reduced |
| HighTower Advisors, LLC | 24,435 | $1.79M | 0.00% | −2,866−10.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 26,587 | $1.94M | 0.13% | +2,144+8.8% | Added |
| Two Sigma Investments, LP | 27,044 | $1.97M | 0.00% | +2,144+8.6% | Added |
| Assenagon Asset Management S.A. | 27,150 | $1.98M | 0.00% | +10,443+62.5% | Added |
| Corebridge Financial, Inc. | 27,173 | $1.98M | 0.01% | +27,173 | New |
| Invesco Ltd. | 27,197 | $1.99M | 0.00% | +867+3.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 27,597 | $2.01M | 0.54% | +460+1.7% | Added |
| Vancity Investment Management Ltd | 27,298 | $2.10M | 0.13% | +13,870+103.3% | Added |
| MetLife Investment Management | 29,132 | $2.13M | 0.01% | +3,846+15.2% | Added |
| Manufacturers Life Insurance Company, The | 29,846 | $2.18M | 0.00% | +1,005+3.5% | Added |
| Ci Investments Inc. | 31,100 | $2.27M | 0.01% | +31,100 | New |
| Campbell & CO Investment Adviser LLC | 31,702 | $2.31M | 0.20% | +25,767+434.2% | Added |