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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,162−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −17,868−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −14,933−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −14,821−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −11,508−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,412−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −7,780−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,528−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −6,574−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,878−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,870−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −2,183−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |