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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 33,803 | $2.47M | 0.16% | +316+0.9% | Added |
| AQR Capital Management LLC | 33,967 | $2.48M | 0.00% | −3,223−8.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 34,293 | $2.50M | 0.06% | +34,293 | New |
| Natixis Advisors, L.P. | 36,848 | $2.69M | 0.01% | −94,137−71.9% | Reduced |
| Susquehanna International Group, LLP | 37,358 | $2.73M | 0.00% | +842+2.3% | Added |
| Holocene Advisors, LP | 37,774 | $2.76M | 0.01% | −19,068−33.5% | Reduced |
| Two Sigma Advisers, LP | 39,100 | $2.85M | 0.01% | −34,400−46.8% | Reduced |
| TD Asset Management Inc | 39,500 | $2.88M | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 40,466 | $2.95M | 0.04% | −1,182−2.8% | Reduced |
| Stifel Financial Corp | 44,033 | $3.21M | 0.00% | −7,483−14.5% | Reduced |
| BNP Paribas Arbitrage, SA | 46,886 | $3.42M | 0.00% | −3,803−7.5% | Reduced |
| California State Teachers Retirement System | 47,321 | $3.45M | 0.00% | −565−1.2% | Reduced |
| Legal & General Group Plc | 49,838 | $3.64M | 0.00% | +1,232+2.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $3.65M | 0.04% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 50,430 | $3.68M | 2.23% | +50,430 | New |
| Trexquant Investment LP | 53,148 | $3.88M | 0.06% | +13,621+34.5% | Added |
| Nicholas Company, Inc. | 53,833 | $3.93M | 0.07% | +53,833 | New |
| Raymond James & Associates | 55,170 | $4.03M | 0.00% | +3,356+6.5% | Added |
| Orser Capital Management, LLC | 56,633 | $4.13M | 3.37% | −2,245−3.8% | Reduced |
| Man Group plc | 58,460 | $4.27M | 0.01% | −23,790−28.9% | Reduced |
| Frontier Capital Management Co LLC | 58,713 | $4.29M | 0.04% | +58,713 | New |
| Alliancebernstein L.P. | 63,619 | $4.64M | 0.00% | −1,771−2.7% | Reduced |
| Barclays PLC | 64,453 | $4.70M | 0.00% | −14,427−18.3% | Reduced |
| King Luther Capital Management Corp | 64,501 | $4.71M | 0.02% | −707−1.1% | Reduced |
| Citigroup Inc | 69,757 | $5.09M | 0.00% | +45,215+184.2% | Added |
| Voya Investment Management LLC | 70,969 | $5.18M | 0.01% | −1,039−1.4% | Reduced |
| Ingalls & Snyder LLC | 71,249 | $5.20M | 0.22% | +509+0.7% | Added |
| Twinbeech Capital LP | 71,496 | $5.22M | 0.10% | +71,496 | New |
| Federated Hermes, Inc. | 73,053 | $5.33M | 0.01% | −4,876−6.3% | Reduced |
| Great West Life Assurance Co | 74,046 | $5.41M | 0.01% | −2,656−3.5% | Reduced |
| Rhumbline Advisers | 74,660 | $5.45M | 0.01% | +2,494+3.5% | Added |
| Cubist Systematic Strategies, LLC | 75,484 | $5.51M | 0.10% | +62,932+501.4% | Added |
| Engineers Gate Manager LP | 76,138 | $5.56M | 0.13% | +12,682+20.0% | Added |
| EULAV Asset Management | 76,400 | $5.58M | 0.15% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 76,828 | $5.61M | 1.22% | +12,595+19.6% | Added |
| Balyasny Asset Management LLC | 77,763 | $5.68M | 0.01% | −19,796−20.3% | Reduced |
| Oppenheimer Asset Management Inc. | 82,680 | $6.03M | 0.08% | +3,043+3.8% | Added |
| Russell Investments Group, Ltd. | 87,676 | $6.40M | 0.01% | +16,420+23.0% | Added |
| Comerica Bank | 89,854 | $6.56M | 0.03% | +1,855+2.1% | Added |
| California Public Employees Retirement System | 90,697 | $6.62M | 0.00% | −677−0.7% | Reduced |
| Jane Street Group, LLC | 93,662 | $6.84M | 0.01% | +12,959+16.1% | Added |
| Swiss National Bank | 95,021 | $6.94M | 0.00% | +900+1.0% | Added |
| State of Wisconsin Investment Board | 97,918 | $7.15M | 0.02% | −1,491−1.5% | Reduced |
| Burney Co | 100,056 | $7.30M | 0.28% | +56,683+130.7% | Added |
| AXA S.A. | 102,832 | $7.51M | 0.02% | −3,007−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 104,951 | $7.66M | 0.01% | −37,010−26.1% | Reduced |
| Kopp Family Office, LLC | 111,708 | $8.15M | 5.06% | +35,281+46.2% | Added |
| Squarepoint Ops LLC | 118,106 | $8.62M | 0.03% | −54,723−31.7% | Reduced |
| Citadel Advisors LLC | 118,188 | $8.63M | 0.01% | +113,145+2,243.6% | Added |
| Royal Bank of Canada | 120,395 | $8.79M | 0.00% | +2,089+1.8% | Added |
| Impax Asset Management Group plc | 136,086 | $9.93M | 0.04% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 150,428 | $11.0M | 0.01% | −221,757−59.6% | Reduced |
| UBS Asset Management Americas Inc | 156,117 | $11.4M | 0.00% | +92,519+145.5% | Added |
| Goldman Sachs Group Inc | 162,079 | $11.8M | 0.00% | +19,849+14.0% | Added |
| Qube Research & Technologies Ltd | 187,221 | $13.7M | 0.03% | +89,682+91.9% | Added |
| Swedbank AB | 190,800 | $13.9M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 219,218 | $16.0M | 0.01% | −16,136−6.9% | Reduced |
| SEI Investments Co | 230,398 | $16.8M | 0.02% | −14,970−6.1% | Reduced |
| Granahan Investment Management Inc | 234,661 | $17.1M | 0.69% | −150,383−39.1% | Reduced |
| Bessemer Group Inc | 241,435 | $17.6M | 0.03% | +31,743+15.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 255,182 | $18.6M | 0.04% | +255,182 | New |
| Ranger Investment Management, L.P. | 264,449 | $19.3M | 1.31% | −3,400−1.3% | Reduced |
| Standard Life Aberdeen plc | 281,654 | $20.6M | 0.04% | −113,604−28.7% | Reduced |
| Morgan Stanley | 293,624 | $21.4M | 0.00% | +2,364+0.8% | Added |
| J. Goldman & Co LP | 299,615 | $21.9M | 0.81% | +299,615 | New |
| Millennium Management LLC | 313,866 | $22.9M | 0.02% | −45,658−12.7% | Reduced |
| Bank of America Corp | 352,799 | $25.8M | 0.00% | +7,246+2.1% | Added |
| Deutsche Bank AG | 363,492 | $26.5M | 0.01% | −6,046−1.6% | Reduced |
| William Blair Investment Management, LLC | 377,832 | $27.6M | 0.07% | +29,005+8.3% | Added |
| DF Dent & Co Inc | 382,697 | $27.9M | 0.36% | −273,397−41.7% | Reduced |
| New York State Common Retirement Fund | 387,571 | $28.3M | 0.04% | −43,458−10.1% | Reduced |
| Bank of New York Mellon Corp | 392,951 | $28.7M | 0.01% | +49,222+14.3% | Added |
| Price T Rowe Associates Inc | 395,301 | $28.9M | 0.00% | +4,362+1.1% | Added |
| Charles Schwab Investment Management Inc | 417,360 | $30.5M | 0.01% | +13,545+3.4% | Added |
| Tensile Capital Management LP | 418,321 | $30.5M | 3.37% | +338,321+422.9% | Added |
| Nuveen Asset Management, LLC | 426,672 | $31.1M | 0.01% | +25,010+6.2% | Added |
| UBS Group AG | 431,392 | $31.5M | 0.01% | +20,610+5.0% | Added |
| TimesSquare Capital Management, LLC | 448,674 | $32.7M | 0.51% | +51,642+13.0% | Added |
| Norges Bank | 457,981 | $33.4M | 0.00% | −34,092−6.9% | Reduced |
| Renaissance Technologies LLC | 520,100 | $38.0M | 0.06% | −90,800−14.9% | Reduced |
| Thrivent Financial for Lutherans | 558,618 | $40.8M | 0.08% | −6,174−1.1% | Reduced |
| Northern Trust Corp | 571,644 | $41.7M | 0.01% | −18,140−3.1% | Reduced |
| Loomis Sayles & Co L P | 641,629 | $46.8M | 0.06% | −45,497−6.6% | Reduced |
| Mairs & Power Inc | 783,410 | $57.2M | 0.55% | +26,176+3.5% | Added |
| Artisan Partners Limited Partnership | 793,289 | $57.9M | 0.09% | −372,526−32.0% | Reduced |
| First Trust Advisors LP | 818,642 | $59.8M | 0.06% | +52,425+6.8% | Added |
| Brown Advisory Inc | 1,020,678 | $74.5M | 0.10% | −69,682−6.4% | Reduced |
| Brown Capital Management LLC | 1,022,339 | $74.6M | 1.51% | −32,341−3.1% | Reduced |
| Champlain Investment Partners, LLC | 1,100,774 | $80.3M | 0.49% | −239,340−17.9% | Reduced |
| Geode Capital Management, LLC | 1,109,797 | $81.0M | 0.01% | +58,855+5.6% | Added |
| Conestoga Capital Advisors, LLC | 1,188,445 | $86.7M | 1.30% | +32,230+2.8% | Added |
| State Street Corp | 1,191,442 | $87.0M | 0.00% | −4150.0% | Reduced |
| Ameriprise Financial Inc | 1,264,915 | $92.3M | 0.02% | −216,380−14.6% | Reduced |
| JPMorgan Chase & Co | 1,614,313 | $117.8M | 0.01% | −34,829−2.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,772,608 | $129.4M | 0.08% | +69,719+4.1% | Added |
| Riverbridge Partners LLC | 1,829,712 | $133.6M | 1.81% | −117,926−6.1% | Reduced |
| Macquarie Group Ltd | 2,108,743 | $153.9M | 0.18% | +66,584+3.3% | Added |
| FMR LLC | 3,564,565 | $260.2M | 0.02% | +237,700+7.1% | Added |
| BlackRock Inc. | 4,240,063 | $309.5M | 0.01% | +114,521+2.8% | Added |
| Vanguard Group Inc | 5,330,785 | $389.1M | 0.01% | +144,856+2.8% | Added |