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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 4,044 | $320.0K | 0.02% | +4,044 | New |
| Congress Wealth Management LLC | 4,125 | $326.4K | 0.00% | +4,125 | New |
| Occudo Quantitative Strategies LP | 4,126 | $326.4K | 0.06% | −14,678−78.1% | Reduced |
| RIA Advisory Group LLC | 4,146 | $328.0K | 0.12% | +4,146 | New |
| nVerses Capital, LLC | 4,300 | $340.2K | 0.16% | +1,100+34.4% | Added |
| Prudential Financial Inc | 4,355 | $344.6K | 0.00% | −2,561−37.0% | Reduced |
| Park Avenue Securities LLC | 4,363 | $345.0K | 0.00% | −757−14.8% | Reduced |
| Seven Eight Capital, LP | 4,440 | $351.3K | 0.03% | −16,965−79.3% | Reduced |
| Sage Rhino Capital LLC | 4,550 | $360.0K | 0.08% | +42+0.9% | Added |
| DC Investments Management, LLC | 4,559 | $360.7K | 0.25% | 00.0% | Unchanged |
| Atria Investments LLC | 4,567 | $361.3K | 0.00% | −431−8.6% | Reduced |
| Burney Co | 4,656 | $368.4K | 0.01% | −95,400−95.3% | Reduced |
| Principal Financial Group Inc | 4,691 | $371.2K | 0.00% | −2,132−31.2% | Reduced |
| Voya Financial Advisors, Inc. | 4,646 | $373.9K | 0.04% | −450−8.8% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $376.9K | 0.03% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,768 | $377.2K | 0.15% | −822−14.7% | Reduced |
| Henshaw Capital LLC | 4,813 | $380.8K | 0.02% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $381.1K | 0.01% | – | New |
| Inceptionr LLC | 4,979 | $393.9K | 0.10% | −1,277−20.4% | Reduced |
| Pensionmark Financial Group, LLC | 5,000 | $395.6K | 0.01% | +5,000 | New |
| Public Employees Retirement Association of Colorado | 5,003 | $396.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,024 | $397.5K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,027 | $397.7K | 0.04% | +5,027 | New |
| The PNC Financial Services Group, Inc. | 5,029 | $397.9K | 0.00% | +1,203+31.4% | Added |
| MML Investors Services, LLC | 5,383 | $426.0K | 0.00% | −1,398−20.6% | Reduced |
| Glenmede Trust Co NA | 5,568 | $440.5K | 0.00% | −59−1.0% | Reduced |
| Mercer Global Advisors Inc | 5,612 | $442.0K | 0.00% | +5,612 | New |
| Landscape Capital Management, L.L.C. | 5,895 | $466.4K | 0.05% | −3,592−37.9% | Reduced |
| Teacher Retirement System of Texas | 5,907 | $467.0K | 0.00% | +5,907 | New |
| Schonfeld Strategic Advisors LLC | 6,050 | $478.7K | 0.00% | +6,050 | New |
| FORA Capital, LLC | 6,059 | $479.4K | 0.06% | +6,059 | New |
| Victory Capital Management Inc | 6,195 | $490.1K | 0.00% | −56−0.9% | Reduced |
| CWM, LLC | 6,295 | $498.0K | 0.00% | −11−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 6,352 | $502.6K | 0.01% | −7,226−53.2% | Reduced |
| Pictet Asset Management Holding SA | 6,402 | $506.5K | 0.00% | +670+11.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,522 | $516.0K | 0.00% | −645−9.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,614 | $523.0K | 0.00% | −248−3.6% | Reduced |
| CenterBook Partners LP | 6,983 | $552.5K | 0.03% | −10,673−60.4% | Reduced |
| Gsa Capital Partners LLP | 8,097 | $641.0K | 0.05% | +8,097 | New |
| Moody National Bank Trust Division | 8,418 | $666.0K | 0.07% | −5,540−39.7% | Reduced |
| Legacy Bridge, LLC | 8,454 | $668.9K | 0.36% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 8,523 | $674.0K | 0.03% | −368−4.1% | Reduced |
| Empower Advisory Group, LLC | 8,532 | $675.1K | 0.00% | +11+0.1% | Added |
| Susquehanna International Group, LLP | 9,684 | $766.2K | 0.00% | −27,674−74.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,086 | $811.7K | 0.00% | −1,387−12.1% | Reduced |
| Talbot Financial, LLC | 10,500 | $830.8K | 0.10% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,556 | $835.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,587 | $837.6K | 0.05% | −1,006−8.7% | Reduced |
| Intech Investment Management LLC | 10,900 | $862.4K | 0.01% | +10,900 | New |
| Captrust Financial Advisors | 11,230 | $888.5K | 0.00% | −1,198−9.6% | Reduced |
| Main Management ETF Advisors, LLC | 11,640 | $921.0K | 0.04% | +11,640 | New |
| Aquatic Capital Management LLC | 11,843 | $937.0K | 0.02% | +9,243+355.5% | Added |
| Creative Planning | 11,929 | $943.8K | 0.00% | +5,053+73.5% | Added |
| Citadel Advisors LLC | 12,632 | $999.4K | 0.00% | −105,556−89.3% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $1.07M | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,694 | $1.08M | 0.08% | −18,008−56.8% | Reduced |
| Arizona State Retirement System | 13,946 | $1.10M | 0.01% | +414+3.1% | Added |
| LPL Financial LLC | 14,007 | $1.11M | 0.00% | −5,995−30.0% | Reduced |
| Mariner, LLC | 14,283 | $1.13M | 0.00% | −203−1.4% | Reduced |
| Aigen Investment Management, LP | 14,323 | $1.13M | 0.22% | −415−2.8% | Reduced |
| Quest Partners LLC | 14,633 | $1.16M | 0.10% | +11,931+441.6% | Added |
| Vancity Investment Management Ltd | 14,882 | $1.18M | 0.14% | −12,416−45.5% | Reduced |
| Handelsbanken Fonder AB | 15,000 | $1.19M | 0.00% | +3,800+33.9% | Added |
| Versor Investments LP | 15,382 | $1.22M | 0.19% | +15,382 | New |
| Trust Point Inc. | 16,089 | $1.27M | 0.10% | −2,173−11.9% | Reduced |
| Vontobel Holding Ltd. | 16,094 | $1.27M | 0.00% | −2,689−14.3% | Reduced |
| Los Angeles Capital Management LLC | 16,109 | $1.27M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 16,117 | $1.28M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 16,500 | $1.31M | 0.00% | −22,600−57.8% | Reduced |
| Voya Investment Management LLC | 16,517 | $1.31M | 0.00% | −54,452−76.7% | Reduced |
| Pathstone Holdings, LLC | 16,958 | $1.34M | 0.01% | −5,708−25.2% | Reduced |
| Avantax Planning Partners, Inc. | 17,746 | $1.40M | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,623 | $1.47M | 0.00% | −1,037−5.3% | Reduced |
| Wells Fargo & Company | 19,513 | $1.54M | 0.00% | −3,208−14.1% | Reduced |
| Janney Montgomery Scott LLC | 19,598 | $1.55M | 0.00% | +75+0.4% | Added |
| ProShare Advisors LLC | 19,838 | $1.57M | 0.00% | +12,587+173.6% | Added |
| Azzad Asset Management Inc | 19,920 | $1.58M | 0.18% | −1,840−8.5% | Reduced |
| Quantbot Technologies LP | 20,064 | $1.59M | 0.06% | +16,286+431.1% | Added |
| Verition Fund Management LLC | 20,461 | $1.62M | 0.01% | +14,467+241.4% | Added |
| HighTower Advisors, LLC | 22,778 | $1.81M | 0.00% | −1,657−6.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 22,957 | $1.82M | 0.46% | −4,640−16.8% | Reduced |
| US Bancorp | 23,431 | $1.85M | 0.00% | +8,632+58.3% | Added |
| State of New Jersey Common Pension Fund D | 24,656 | $1.95M | 0.01% | +664+2.8% | Added |
| Dorsey & Whitney Trust CO LLC | 26,787 | $2.12M | 0.11% | +200+0.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 26,983 | $2.13M | 0.79% | +26,983 | New |
| Corebridge Financial, Inc. | 27,006 | $2.14M | 0.01% | −167−0.6% | Reduced |
| Walleye Capital LLC | 27,297 | $2.16M | 0.02% | +27,001+9,122.0% | Added |
| Invesco Ltd. | 27,479 | $2.17M | 0.00% | +282+1.0% | Added |
| Madison Asset Management, LLC | 28,534 | $2.26M | 0.03% | +28,534 | New |
| MetLife Investment Management | 29,132 | $2.30M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 29,248 | $2.31M | 0.00% | +25,948+786.3% | Added |
| Manufacturers Life Insurance Company, The | 29,838 | $2.36M | 0.00% | −80.0% | Reduced |
| HSBC Holdings PLC | 29,868 | $2.38M | 0.00% | +15,564+108.8% | Added |
| Ci Investments Inc. | 30,959 | $2.45M | 0.01% | −141−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 31,424 | $2.49M | 0.16% | −2,379−7.0% | Reduced |
| Holocene Advisors, LP | 34,791 | $2.75M | 0.01% | −2,983−7.9% | Reduced |
| Jane Street Group, LLC | 36,906 | $2.92M | 0.00% | −56,756−60.6% | Reduced |
| Resources Investment Advisors, LLC. | 40,107 | $3.17M | 0.04% | −359−0.9% | Reduced |
| Stifel Financial Corp | 42,868 | $3.39M | 0.00% | −1,165−2.6% | Reduced |
| Crestline Management, LP | 43,954 | $3.48M | 0.20% | +43,954 | New |