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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 44,300 | $3.57M | 0.00% | +4,800+12.2% | Added |
| California State Teachers Retirement System | 45,964 | $3.64M | 0.00% | −1,357−2.9% | Reduced |
| Trexquant Investment LP | 47,099 | $3.73M | 0.05% | −6,049−11.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $3.96M | 0.04% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 50,340 | $3.98M | 2.20% | −90−0.2% | Reduced |
| Legal & General Group Plc | 50,721 | $4.01M | 0.00% | +883+1.8% | Added |
| Raymond James & Associates | 52,656 | $4.17M | 0.00% | −2,514−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 53,331 | $4.22M | 0.01% | +53,113+24,363.8% | Added |
| Squarepoint Ops LLC | 54,020 | $4.27M | 0.01% | −64,086−54.3% | Reduced |
| Mutual of America Capital Management LLC | 54,059 | $4.28M | 0.05% | +31,421+138.8% | Added |
| AQR Capital Management LLC | 54,875 | $4.34M | 0.01% | +20,908+61.6% | Added |
| Orser Capital Management, LLC | 54,908 | $4.34M | 3.38% | −1,725−3.0% | Reduced |
| Allianz Asset Management GmbH | 57,857 | $4.58M | 0.01% | +57,857 | New |
| Federated Hermes, Inc. | 58,119 | $4.60M | 0.01% | −14,934−20.4% | Reduced |
| King Luther Capital Management Corp | 66,580 | $5.27M | 0.02% | +2,079+3.2% | Added |
| Nicholas Company, Inc. | 67,533 | $5.34M | 0.09% | +13,700+25.4% | Added |
| DF Dent & Co Inc | 69,964 | $5.54M | 0.07% | −312,733−81.7% | Reduced |
| Rhumbline Advisers | 70,011 | $5.54M | 0.00% | −4,649−6.2% | Reduced |
| Mirabella Financial Services LLP | 72,302 | $5.56M | 0.31% | +60,553+515.4% | Added |
| Ingalls & Snyder LLC | 70,353 | $5.57M | 0.22% | −896−1.3% | Reduced |
| Great West Life Assurance Co | 74,977 | $5.94M | 0.01% | +931+1.3% | Added |
| EULAV Asset Management | 76,400 | $6.04M | 0.15% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 77,189 | $6.11M | 0.00% | +13,570+21.3% | Added |
| Oppenheimer Asset Management Inc. | 77,911 | $6.16M | 0.07% | −4,769−5.8% | Reduced |
| Frontier Capital Management Co LLC | 78,741 | $6.23M | 0.06% | +20,028+34.1% | Added |
| Russell Investments Group, Ltd. | 80,840 | $6.40M | 0.01% | −6,836−7.8% | Reduced |
| Two Sigma Investments, LP | 81,600 | $6.46M | 0.01% | +54,556+201.7% | Added |
| Advantage Alpha Capital Partners LP | 87,472 | $6.92M | 1.58% | +10,644+13.9% | Added |
| Voloridge Investment Management, LLC | 89,328 | $7.07M | 0.03% | +82,206+1,154.3% | Added |
| Comerica Bank | 89,401 | $7.07M | 0.03% | −453−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 92,451 | $7.31M | 0.04% | +71,719+345.9% | Added |
| AXA S.A. | 93,850 | $7.43M | 0.02% | −8,982−8.7% | Reduced |
| Citigroup Inc | 93,983 | $7.44M | 0.01% | +24,226+34.7% | Added |
| Swiss National Bank | 94,621 | $7.49M | 0.00% | −400−0.4% | Reduced |
| Royal Bank of Canada | 96,628 | $7.64M | 0.00% | −23,767−19.7% | Reduced |
| Engineers Gate Manager LP | 97,081 | $7.68M | 0.15% | +20,943+27.5% | Added |
| State of Wisconsin Investment Board | 97,918 | $7.75M | 0.02% | 00.0% | Unchanged |
| Swedbank AB | 100,000 | $7.91M | 0.01% | −90,800−47.6% | Reduced |
| BNP Paribas Arbitrage, SA | 104,279 | $8.25M | 0.01% | +57,393+122.4% | Added |
| Woodline Partners LP | 106,791 | $8.45M | 0.07% | +88,029+469.2% | Added |
| Kopp Family Office, LLC | 111,708 | $8.84M | 5.63% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 118,073 | $9.34M | 0.01% | +13,122+12.5% | Added |
| Tudor Investment Corp Et Al | 120,437 | $9.53M | 0.10% | +100,670+509.3% | Added |
| Barclays PLC | 126,901 | $10.0M | 0.00% | +62,448+96.9% | Added |
| Man Group plc | 134,711 | $10.7M | 0.03% | +76,251+130.4% | Added |
| Granahan Investment Management Inc | 139,686 | $11.1M | 0.43% | −94,975−40.5% | Reduced |
| UBS Asset Management Americas Inc | 140,318 | $11.1M | 0.00% | −15,799−10.1% | Reduced |
| Assenagon Asset Management S.A. | 145,384 | $11.5M | 0.02% | +118,234+435.5% | Added |
| Impax Asset Management Group plc | 158,586 | $12.5M | 0.05% | +22,500+16.5% | Added |
| Balyasny Asset Management LLC | 169,808 | $13.4M | 0.03% | +92,045+118.4% | Added |
| California Public Employees Retirement System | 174,498 | $13.8M | 0.01% | +83,801+92.4% | Added |
| J. Goldman & Co LP | 179,280 | $14.2M | 0.62% | −120,335−40.2% | Reduced |
| Price T Rowe Associates Inc | 179,552 | $14.2M | 0.00% | −215,749−54.6% | Reduced |
| Envestnet Asset Management Inc | 190,847 | $15.1M | 0.00% | −28,371−12.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 205,251 | $16.2M | 0.04% | −49,931−19.6% | Reduced |
| SEI Investments Co | 209,328 | $16.6M | 0.02% | −21,070−9.1% | Reduced |
| Janus Henderson Group PLC | 213,831 | $16.9M | 0.01% | +191,078+839.8% | Added |
| Thrivent Financial for Lutherans | 220,284 | $17.4M | 0.03% | −338,334−60.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 227,498 | $18.0M | 0.07% | +227,498 | New |
| Standard Life Aberdeen plc | 261,757 | $20.7M | 0.04% | −19,897−7.1% | Reduced |
| Qube Research & Technologies Ltd | 270,181 | $21.4M | 0.04% | +82,960+44.3% | Added |
| Millennium Management LLC | 285,922 | $22.6M | 0.02% | −27,944−8.9% | Reduced |
| Tensile Capital Management LP | 304,605 | $24.1M | 2.61% | −113,716−27.2% | Reduced |
| Bank of New York Mellon Corp | 304,808 | $24.1M | 0.00% | −88,143−22.4% | Reduced |
| New York State Common Retirement Fund | 340,611 | $26.9M | 0.04% | −46,960−12.1% | Reduced |
| Deutsche Bank AG | 371,272 | $29.4M | 0.01% | +7,780+2.1% | Added |
| Bank of America Corp | 390,555 | $30.9M | 0.00% | +37,756+10.7% | Added |
| William Blair Investment Management, LLC | 396,079 | $31.3M | 0.08% | +18,247+4.8% | Added |
| Goldman Sachs Group Inc | 399,605 | $31.6M | 0.01% | +237,526+146.5% | Added |
| Charles Schwab Investment Management Inc | 423,782 | $33.5M | 0.01% | +6,422+1.5% | Added |
| Morgan Stanley | 446,525 | $35.3M | 0.00% | +152,901+52.1% | Added |
| UBS Group AG | 446,638 | $35.3M | 0.01% | +15,246+3.5% | Added |
| Renaissance Technologies LLC | 467,271 | $37.0M | 0.06% | −52,829−10.2% | Reduced |
| TimesSquare Capital Management, LLC | 467,769 | $37.0M | 0.55% | +19,095+4.3% | Added |
| Norges Bank | 489,889 | $38.8M | 0.01% | +31,908+7.0% | Added |
| Ranger Investment Management, L.P. | 502,023 | $39.7M | 2.55% | +237,574+89.8% | Added |
| Northern Trust Corp | 557,833 | $44.1M | 0.01% | −13,811−2.4% | Reduced |
| Nuveen Asset Management, LLC | 586,519 | $46.4M | 0.01% | +159,847+37.5% | Added |
| Artisan Partners Limited Partnership | 618,509 | $48.9M | 0.07% | −174,780−22.0% | Reduced |
| Brown Advisory Inc | 647,276 | $51.2M | 0.06% | −373,402−36.6% | Reduced |
| Loomis Sayles & Co L P | 728,375 | $57.6M | 0.08% | +86,746+13.5% | Added |
| First Trust Advisors LP | 800,047 | $63.3M | 0.06% | −18,595−2.3% | Reduced |
| Mairs & Power Inc | 835,086 | $66.1M | 0.62% | +51,676+6.6% | Added |
| Brown Capital Management LLC | 913,726 | $72.3M | 1.56% | −108,613−10.6% | Reduced |
| Ameriprise Financial Inc | 1,023,755 | $81.0M | 0.02% | −241,160−19.1% | Reduced |
| Conestoga Capital Advisors, LLC | 1,024,709 | $81.1M | 1.10% | −163,736−13.8% | Reduced |
| Geode Capital Management, LLC | 1,144,826 | $90.6M | 0.01% | +35,029+3.2% | Added |
| State Street Corp | 1,192,459 | $94.3M | 0.00% | +1,017+0.1% | Added |
| JPMorgan Chase & Co | 1,391,228 | $110.1M | 0.01% | −223,085−13.8% | Reduced |
| Riverbridge Partners LLC | 1,752,259 | $138.6M | 1.85% | −77,453−4.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,947,801 | $154.1M | 0.09% | +175,193+9.9% | Added |
| Macquarie Group Ltd | 2,090,045 | $165.4M | 0.18% | −18,698−0.9% | Reduced |
| FMR LLC | 3,784,035 | $299.4M | 0.02% | +219,470+6.2% | Added |
| BlackRock, Inc. | 5,066,022 | $400.8M | 0.01% | +5,066,022 | New |
| Vanguard Group Inc | 5,729,254 | $453.3M | 0.01% | +398,469+7.5% | Added |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,100,774−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −150,428−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −75,484−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −71,496−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −36,848−100.0% | Sold out |