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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $316 | 0.00% | −24−85.7% | Reduced |
| EverSource Wealth Advisors, LLC | 6 | $475 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $475 | 0.00% | +4+200.0% | Added |
| Private Wealth Management Group, LLC | 12 | $950 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $950 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20 | $1.58K | 0.00% | −6−23.1% | Reduced |
| GeoWealth Management, LLC | 20 | $1.58K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 20 | $1.58K | 0.00% | −700−97.2% | Reduced |
| Lindbrook Capital, LLC | 21 | $1.66K | 0.00% | −85−80.2% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.74K | 0.00% | −6−21.4% | Reduced |
| Principal Securities, Inc. | 24 | $1.90K | 0.00% | +2+9.1% | Added |
| Hantz Financial Services, Inc. | 30 | $2.00K | 0.00% | −2,747−98.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 19 | $2.00K | 0.00% | −123−86.6% | Reduced |
| Bryn Mawr Trust Co | 28 | $2.21K | 0.00% | +28 | New |
| Central Trust Co | 32 | $2.53K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $2.77K | 0.00% | +20+133.3% | Added |
| Capital Performance Advisors LLP | 40 | $3.17K | 0.00% | +40 | New |
| Quadrant Capital Group LLC | 41 | $3.24K | 0.00% | −40−49.4% | Reduced |
| Cornerstone Planning Group LLC | 42 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 43 | $3.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 44 | $3.48K | 0.00% | −19−30.2% | Reduced |
| Mather Group, LLC. | 46 | $3.64K | 0.00% | −130−73.9% | Reduced |
| Ronald Blue Trust, Inc. | 50 | $3.65K | 0.00% | −16−24.2% | Reduced |
| Jones Financial Companies LLLP | 46 | $3.70K | 0.00% | +46 | New |
| Iron Horse Wealth Management, LLC | 50 | $3.96K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $3.96K | 0.00% | +30+150.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 45 | $4.00K | 0.00% | −4−8.2% | Reduced |
| Elequin Capital LP | 51 | $4.04K | 0.00% | +51 | New |
| Sterling Capital Management LLC | 52 | $4.11K | 0.00% | +52 | New |
| Farther Finance Advisors, LLC | 61 | $4.83K | 0.00% | −88−59.1% | Reduced |
| Financial Network Wealth Advisors LLC | 68 | $5.38K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 71 | $5.62K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 97 | $7.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 109 | $8.62K | 0.00% | −7−6.0% | Reduced |
| Venturi Wealth Management, LLC | 123 | $9.73K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 133 | $10.5K | 0.00% | −16−10.7% | Reduced |
| Lazard Asset Management LLC | 150 | $11.0K | 0.00% | −4,158−96.5% | Reduced |
| Rise Advisors, LLC | 146 | $11.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $13.0K | 0.01% | +69+76.7% | Added |
| Colonial Trust Co | 169 | $13.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 177 | $14.0K | 0.00% | +88+98.9% | Added |
| Huntington National Bank | 189 | $15.0K | 0.00% | −1−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 210 | $16.6K | 0.00% | −491−70.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 250 | $19.8K | 0.00% | +250 | New |
| V-Square Quantitative Management LLC | 349 | $27.6K | 0.00% | +349 | New |
| Danske Bank A/S | 400 | $31.6K | 0.00% | +400 | New |
| Headlands Technologies LLC | 467 | $36.9K | 0.00% | −1,286−73.4% | Reduced |
| First Horizon Advisors, Inc. | 497 | $39.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $39.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 661 | $52.3K | 0.00% | +49+8.0% | Added |
| Advisor Group Holdings, Inc. | 742 | $58.7K | 0.00% | +19+2.6% | Added |
| Hilltop National Bank | 775 | $61.3K | 0.02% | −58−7.0% | Reduced |
| Park Place Capital Corp | 796 | $63.0K | 0.02% | −18−2.2% | Reduced |
| Smartleaf Asset Management LLC | 931 | $74.9K | 0.01% | +77+9.0% | Added |
| Simplex Trading, LLC | 969 | $76.0K | 0.00% | −7,132−88.0% | Reduced |
| Advisors Asset Management, Inc. | 1,002 | $79.3K | 0.00% | +90+9.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,070 | $84.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,173 | $94.0K | 0.00% | −240,262−99.5% | Reduced |
| Canada Pension Plan Investment Board | 1,300 | $102.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,336 | $105.7K | 0.00% | −107−7.4% | Reduced |
| International Assets Investment Management, LLC | 9,257 | $117.0K | 0.00% | +9,114+6,373.4% | Added |
| KBC Group NV | 1,580 | $125.0K | 0.00% | +318+25.2% | Added |
| State of Wyoming | 1,708 | $135.1K | 0.02% | +204+13.6% | Added |
| Fifth Third Bancorp | 1,735 | $137.3K | 0.00% | +49+2.9% | Added |
| Amalgamated Bank | 1,746 | $138.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,786 | $141.0K | 0.01% | +1,786 | New |
| Paladin Advisory Group, LLC | 1,857 | $146.9K | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,967 | $155.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,411 | $190.8K | 0.00% | −67−2.7% | Reduced |
| Sanctuary Advisors, LLC | 2,126 | $203.3K | 0.00% | +2,126 | New |
| Acadian Asset Management LLC | 2,623 | $207.0K | 0.00% | +2,623 | New |
| Quantinno Capital Management LP | 2,622 | $207.5K | 0.00% | +2,622 | New |
| Graham Capital Management, L.P. | 2,678 | $211.9K | 0.01% | +2,678 | New |
| Baron Wealth Management LLC | 2,737 | $216.6K | 0.10% | −390−12.5% | Reduced |
| Franklin Resources Inc | 2,729 | $218.1K | 0.00% | +268+10.9% | Added |
| Wealth Alliance | 2,834 | $224.2K | 0.03% | +71+2.6% | Added |
| Blair William & Co | 2,905 | $229.8K | 0.00% | −60−2.0% | Reduced |
| Parkside Financial Bank & Trust | 3,077 | $243.5K | 0.03% | +118+4.0% | Added |
| STRS Ohio | 3,100 | $245.3K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,101 | $245.4K | 0.00% | −1,240−28.6% | Reduced |
| Icon Wealth Advisors, LLC | 3,120 | $246.9K | 0.02% | −1,454−31.8% | Reduced |
| Benjamin Edwards Inc | 3,247 | $256.9K | 0.00% | +2,288+238.6% | Added |
| Mackenzie Financial Corp | 3,282 | $259.7K | 0.00% | +312+10.5% | Added |
| Xponance, Inc. | 3,301 | $261.2K | 0.00% | +106+3.3% | Added |
| Cornercap Investment Counsel Inc | 3,382 | $267.6K | 0.08% | +3,382 | New |
| Hardy Reed LLC | 3,463 | $274.0K | 0.02% | +38+1.1% | Added |
| Quadrature Capital Ltd | 3,656 | $289.0K | 0.01% | +3,656 | New |
| Sonora Investment Management Group, LLC | 3,654 | $289.1K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,685 | $291.6K | 0.03% | +736+25.0% | Added |
| Cerity Partners LLC | 3,724 | $294.6K | 0.00% | +3,724 | New |
| JustInvest LLC | 3,791 | $299.9K | 0.00% | −587−13.4% | Reduced |
| Corton Capital Inc. | 3,841 | $303.9K | 0.15% | −1,678−30.4% | Reduced |
| SG Americas Securities, LLC | 3,866 | $306.0K | 0.00% | −12,893−76.9% | Reduced |
| Foster Group, Inc. | 4,014 | $317.6K | 0.01% | −58−1.4% | Reduced |
| Bank of Montreal | 3,955 | $318.3K | 0.00% | −120−2.9% | Reduced |