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 |
|---|---|---|---|---|---|
| Kames Capital plc | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −83,884−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −67,735−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −52,706−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −47,845−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −41,733−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −24,516−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,880−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −13,142−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −9,524−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,074−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −6,139−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −3,362−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,613−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −2,541−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Battery Global Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Kopp LeRoy C | – | – | – | – | Not filed |
| RIA Advisory Group LLC | – | – | – | – | Not filed |
| Oracle Alpha Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |