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, Q3 2024
Institutional positions in Workiva Inc as of Sep 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
- 295
- −2 vs. Q2 2024
- Shares held
- 46.0M
- +3.52M (+8.3%) vs. Q2 2024
- Total value
- $3.64B
- +$539.0M (+17.4%) vs. Q2 2024
- New holders
- 38
- 90 more added
- Sold out
- 40
- 124 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,729,254 | $453.3M | 0.01% | +398,469+7.5% | Added |
| BlackRock, Inc. | 5,066,022 | $400.8M | 0.01% | +5,066,022 | New |
| FMR LLC | 3,784,035 | $299.4M | 0.02% | +219,470+6.2% | Added |
| Macquarie Group Ltd | 2,090,045 | $165.4M | 0.18% | −18,698−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,947,801 | $154.1M | 0.09% | +175,193+9.9% | Added |
| Riverbridge Partners LLC | 1,752,259 | $138.6M | 1.85% | −77,453−4.2% | Reduced |
| JPMorgan Chase & Co | 1,391,228 | $110.1M | 0.01% | −223,085−13.8% | Reduced |
| State Street Corp | 1,192,459 | $94.3M | 0.00% | +1,017+0.1% | Added |
| Geode Capital Management, LLC | 1,144,826 | $90.6M | 0.01% | +35,029+3.2% | Added |
| Conestoga Capital Advisors, LLC | 1,024,709 | $81.1M | 1.10% | −163,736−13.8% | Reduced |
| Ameriprise Financial Inc | 1,023,755 | $81.0M | 0.02% | −241,160−19.1% | Reduced |
| Brown Capital Management LLC | 913,726 | $72.3M | 1.56% | −108,613−10.6% | Reduced |
| Mairs & Power Inc | 835,086 | $66.1M | 0.62% | +51,676+6.6% | Added |
| First Trust Advisors LP | 800,047 | $63.3M | 0.06% | −18,595−2.3% | Reduced |
| Loomis Sayles & Co L P | 728,375 | $57.6M | 0.08% | +86,746+13.5% | Added |
| Brown Advisory Inc | 647,276 | $51.2M | 0.06% | −373,402−36.6% | Reduced |
| Artisan Partners Limited Partnership | 618,509 | $48.9M | 0.07% | −174,780−22.0% | Reduced |
| Nuveen Asset Management, LLC | 586,519 | $46.4M | 0.01% | +159,847+37.5% | Added |
| Northern Trust Corp | 557,833 | $44.1M | 0.01% | −13,811−2.4% | Reduced |
| Ranger Investment Management, L.P. | 502,023 | $39.7M | 2.55% | +237,574+89.8% | Added |
| Norges Bank | 489,889 | $38.8M | 0.01% | +31,908+7.0% | Added |
| TimesSquare Capital Management, LLC | 467,769 | $37.0M | 0.55% | +19,095+4.3% | Added |
| Renaissance Technologies LLC | 467,271 | $37.0M | 0.06% | −52,829−10.2% | Reduced |
| UBS Group AG | 446,638 | $35.3M | 0.01% | +15,246+3.5% | Added |
| Morgan Stanley | 446,525 | $35.3M | 0.00% | +152,901+52.1% | Added |
| Charles Schwab Investment Management Inc | 423,782 | $33.5M | 0.01% | +6,422+1.5% | Added |
| Goldman Sachs Group Inc | 399,605 | $31.6M | 0.01% | +237,526+146.5% | Added |
| William Blair Investment Management, LLC | 396,079 | $31.3M | 0.08% | +18,247+4.8% | Added |
| Bank of America Corp | 390,555 | $30.9M | 0.00% | +37,756+10.7% | Added |
| Deutsche Bank AG | 371,272 | $29.4M | 0.01% | +7,780+2.1% | Added |
| New York State Common Retirement Fund | 340,611 | $26.9M | 0.04% | −46,960−12.1% | Reduced |
| Bank of New York Mellon Corp | 304,808 | $24.1M | 0.00% | −88,143−22.4% | Reduced |
| Tensile Capital Management LP | 304,605 | $24.1M | 2.61% | −113,716−27.2% | Reduced |
| Millennium Management LLC | 285,922 | $22.6M | 0.02% | −27,944−8.9% | Reduced |
| Qube Research & Technologies Ltd | 270,181 | $21.4M | 0.04% | +82,960+44.3% | Added |
| Standard Life Aberdeen plc | 261,757 | $20.7M | 0.04% | −19,897−7.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 227,498 | $18.0M | 0.07% | +227,498 | New |
| Thrivent Financial for Lutherans | 220,284 | $17.4M | 0.03% | −338,334−60.6% | Reduced |
| Janus Henderson Group PLC | 213,831 | $16.9M | 0.01% | +191,078+839.8% | Added |
| SEI Investments Co | 209,328 | $16.6M | 0.02% | −21,070−9.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 205,251 | $16.2M | 0.04% | −49,931−19.6% | Reduced |
| Envestnet Asset Management Inc | 190,847 | $15.1M | 0.00% | −28,371−12.9% | Reduced |
| Price T Rowe Associates Inc | 179,552 | $14.2M | 0.00% | −215,749−54.6% | Reduced |
| J. Goldman & Co LP | 179,280 | $14.2M | 0.62% | −120,335−40.2% | Reduced |
| California Public Employees Retirement System | 174,498 | $13.8M | 0.01% | +83,801+92.4% | Added |
| Balyasny Asset Management LLC | 169,808 | $13.4M | 0.03% | +92,045+118.4% | Added |
| Impax Asset Management Group plc | 158,586 | $12.5M | 0.05% | +22,500+16.5% | Added |
| Assenagon Asset Management S.A. | 145,384 | $11.5M | 0.02% | +118,234+435.5% | Added |
| UBS Asset Management Americas Inc | 140,318 | $11.1M | 0.00% | −15,799−10.1% | Reduced |
| Granahan Investment Management Inc | 139,686 | $11.1M | 0.43% | −94,975−40.5% | Reduced |
| Man Group plc | 134,711 | $10.7M | 0.03% | +76,251+130.4% | Added |
| Barclays PLC | 126,901 | $10.0M | 0.00% | +62,448+96.9% | Added |
| Tudor Investment Corp Et Al | 120,437 | $9.53M | 0.10% | +100,670+509.3% | Added |
| D. E. Shaw & Co., Inc. | 118,073 | $9.34M | 0.01% | +13,122+12.5% | Added |
| Kopp Family Office, LLC | 111,708 | $8.84M | 5.63% | 00.0% | Unchanged |
| Woodline Partners LP | 106,791 | $8.45M | 0.07% | +88,029+469.2% | Added |
| BNP Paribas Arbitrage, SA | 104,279 | $8.25M | 0.01% | +57,393+122.4% | Added |
| Swedbank AB | 100,000 | $7.91M | 0.01% | −90,800−47.6% | Reduced |
| State of Wisconsin Investment Board | 97,918 | $7.75M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 97,081 | $7.68M | 0.15% | +20,943+27.5% | Added |
| Royal Bank of Canada | 96,628 | $7.64M | 0.00% | −23,767−19.7% | Reduced |
| Swiss National Bank | 94,621 | $7.49M | 0.00% | −400−0.4% | Reduced |
| Citigroup Inc | 93,983 | $7.44M | 0.01% | +24,226+34.7% | Added |
| AXA S.A. | 93,850 | $7.43M | 0.02% | −8,982−8.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 92,451 | $7.31M | 0.04% | +71,719+345.9% | Added |
| Comerica Bank | 89,401 | $7.07M | 0.03% | −453−0.5% | Reduced |
| Voloridge Investment Management, LLC | 89,328 | $7.07M | 0.03% | +82,206+1,154.3% | Added |
| Advantage Alpha Capital Partners LP | 87,472 | $6.92M | 1.58% | +10,644+13.9% | Added |
| Two Sigma Investments, LP | 81,600 | $6.46M | 0.01% | +54,556+201.7% | Added |
| Russell Investments Group, Ltd. | 80,840 | $6.40M | 0.01% | −6,836−7.8% | Reduced |
| Frontier Capital Management Co LLC | 78,741 | $6.23M | 0.06% | +20,028+34.1% | Added |
| Oppenheimer Asset Management Inc. | 77,911 | $6.16M | 0.07% | −4,769−5.8% | Reduced |
| Alliancebernstein L.P. | 77,189 | $6.11M | 0.00% | +13,570+21.3% | Added |
| EULAV Asset Management | 76,400 | $6.04M | 0.15% | 00.0% | Unchanged |
| Great West Life Assurance Co | 74,977 | $5.94M | 0.01% | +931+1.3% | Added |
| Ingalls & Snyder LLC | 70,353 | $5.57M | 0.22% | −896−1.3% | Reduced |
| Mirabella Financial Services LLP | 72,302 | $5.56M | 0.31% | +60,553+515.4% | Added |
| Rhumbline Advisers | 70,011 | $5.54M | 0.00% | −4,649−6.2% | Reduced |
| DF Dent & Co Inc | 69,964 | $5.54M | 0.07% | −312,733−81.7% | Reduced |
| Nicholas Company, Inc. | 67,533 | $5.34M | 0.09% | +13,700+25.4% | Added |
| King Luther Capital Management Corp | 66,580 | $5.27M | 0.02% | +2,079+3.2% | Added |
| Federated Hermes, Inc. | 58,119 | $4.60M | 0.01% | −14,934−20.4% | Reduced |
| Allianz Asset Management GmbH | 57,857 | $4.58M | 0.01% | +57,857 | New |
| Orser Capital Management, LLC | 54,908 | $4.34M | 3.38% | −1,725−3.0% | Reduced |
| AQR Capital Management LLC | 54,875 | $4.34M | 0.01% | +20,908+61.6% | Added |
| Mutual of America Capital Management LLC | 54,059 | $4.28M | 0.05% | +31,421+138.8% | Added |
| Squarepoint Ops LLC | 54,020 | $4.27M | 0.01% | −64,086−54.3% | Reduced |
| CIBC Private Wealth Group, LLC | 53,331 | $4.22M | 0.01% | +53,113+24,363.8% | Added |
| Raymond James & Associates | 52,656 | $4.17M | 0.00% | −2,514−4.6% | Reduced |
| Legal & General Group Plc | 50,721 | $4.01M | 0.00% | +883+1.8% | Added |
| Alamar Capital Management, LLC | 50,340 | $3.98M | 2.20% | −90−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $3.96M | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 47,099 | $3.73M | 0.05% | −6,049−11.4% | Reduced |
| California State Teachers Retirement System | 45,964 | $3.64M | 0.00% | −1,357−2.9% | Reduced |
| TD Asset Management Inc | 44,300 | $3.57M | 0.00% | +4,800+12.2% | Added |
| Crestline Management, LP | 43,954 | $3.48M | 0.20% | +43,954 | New |
| Stifel Financial Corp | 42,868 | $3.39M | 0.00% | −1,165−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 40,107 | $3.17M | 0.04% | −359−0.9% | Reduced |
| Jane Street Group, LLC | 36,906 | $2.92M | 0.00% | −56,756−60.6% | Reduced |
| Holocene Advisors, LP | 34,791 | $2.75M | 0.01% | −2,983−7.9% | Reduced |