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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.

Q3 2024 vs. Q2 2024

How the institutions holding Workiva Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of WK: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3003295−2
Shares46.8M4.28M46.0M+3.52M (+8.3%)
Value$3.42B$312.2M$3.64B+$539.0M (+17.4%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Workiva Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to WK in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.5,066,022$400.8M0.01%
Jacobs Levy Equity Management, Inc227,498$18.0M0.07%
Allianz Asset Management GmbH57,857$4.58M0.01%
Crestline Management, LP43,954$3.48M0.20%
Madison Asset Management, LLC28,534$2.26M0.03%
Lombard Odier Asset Management (USA) Corp26,983$2.13M0.79%
Versor Investments LP15,382$1.22M0.19%
Main Management ETF Advisors, LLC11,640$921.0K0.04%
Intech Investment Management LLC10,900$862.4K0.01%
Gsa Capital Partners LLP8,097$641.0K0.05%
FORA Capital, LLC6,059$479.4K0.06%
Schonfeld Strategic Advisors LLC6,050$478.7K0.00%
Teacher Retirement System of Texas5,907$467.0K0.00%
Mercer Global Advisors Inc5,612$442.0K0.00%
Entropy Technologies, LP5,027$397.7K0.04%
Pensionmark Financial Group, LLC5,000$395.6K0.01%
Groupama Asset Managment–$381.1K0.01%
RIA Advisory Group LLC4,146$328.0K0.12%
Congress Wealth Management LLC4,125$326.4K0.00%
Brevan Howard Capital Management LP4,044$320.0K0.02%
Cerity Partners LLC3,724$294.6K0.00%
Quadrature Capital Ltd3,656$289.0K0.01%
Cornercap Investment Counsel Inc3,382$267.6K0.08%
Graham Capital Management, L.P.2,678$211.9K0.01%
Quantinno Capital Management LP2,622$207.5K0.00%
Acadian Asset Management LLC2,623$207.0K0.00%
Sanctuary Advisors, LLC2,126$203.3K0.00%
Shell Asset Management Co1,786$141.0K0.01%
Danske Bank A/S400$31.6K0.00%
V-Square Quantitative Management LLC349$27.6K0.00%
Federation des caisses Desjardins du Quebec250$19.8K0.00%
Sterling Capital Management LLC52$4.11K0.00%
Elequin Capital LP51$4.04K0.00%
Jones Financial Companies LLLP46$3.70K0.00%
Capital Performance Advisors LLP40$3.17K0.00%
Bryn Mawr Trust Co28$2.21K0.00%
GeoWealth Management, LLC20$1.58K0.00%
True Wealth Design, LLC12$9500.00%

Sold out (40)

Institutions that held Workiva Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of WK in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Champlain Investment Partners, LLC1,100,774$80.3M
Clearbridge Investments, LLC150,428$11.0M
Cubist Systematic Strategies, LLC75,484$5.51M
Twinbeech Capital LP71,496$5.22M
Natixis Advisors, L.P.36,848$2.69M
Dynamic Technology Lab Private Ltd19,162$1.40M
Dimensional Fund Advisors LP17,868$1.30M
American Century Companies Inc14,933$1.09M
Semanteon Capital Management, LP14,821$1.08M
Petrus Trust Company, LTA13,241$966.5K
Diversified Trust Co11,508$840.0K
XTX Topco Ltd11,412$833.0K
Point72 (DIFC) Ltd7,780$567.9K
Schroder Investment Management Group7,528$553.2K
Bayesian Capital Management, LP6,600$481.7K
Bell Bank6,574$479.8K
Crossmark Global Holdings, Inc.4,910$358.0K
Virtu Financial LLC4,878$356.0K
Algert Global LLC4,870$355.5K
Harvest Management LLC3,900$284.7K
Dynasty Wealth Management, LLC3,890$283.9K
Two Sigma Securities, LLC3,568$260.4K
MQS Management LLC3,231$235.8K
Jefferies Financial Group Inc.3,201$233.6K
Sherbrooke Park Advisers LLC2,942$214.7K
Stephenson National Bank & Trust2,183$159.3K
Group One Trading, L.P.1,033$75.4K
Point72 Asia (Singapore) Pte. Ltd.856$62.5K
Point72 Hong Kong Ltd846$61.8K
Quarry LP453$33.1K
Clearstead Advisors, LLC59$4.31K
Spire Wealth Management42$3.07K
IFP Advisors, Inc20$1.46K
Stephens Consulting, LLC19$1.39K
Beaird Harris Wealth Management, LLC18$1.31K
Washington Trust Advisors, Inc.17$1.24K
AdvisorNet Financial, Inc15$1.09K
Allspring Global Investments Holdings, LLC10$729
Innealta Capital, LLC6$438
TFC Financial Management1$73

Not filed for Q3 2024 yet (3)

Institutions that held Workiva Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.4,240,063$309.5M
Susquehanna Fundamental Investments, LLC34,293$2.50M
Benjamin F. Edwards & Company, Inc.2,347$171.0K