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