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