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 |
|---|---|---|---|---|---|
| Knights of Columbus Asset Advisors LLC | 31,424 | $2.49M | 0.16% | −2,379−7.0% | Reduced |
| Ci Investments Inc. | 30,959 | $2.45M | 0.01% | −141−0.5% | Reduced |
| HSBC Holdings PLC | 29,868 | $2.38M | 0.00% | +15,564+108.8% | Added |
| Manufacturers Life Insurance Company, The | 29,838 | $2.36M | 0.00% | −80.0% | Reduced |
| Marshall Wace, LLP | 29,248 | $2.31M | 0.00% | +25,948+786.3% | Added |
| MetLife Investment Management | 29,132 | $2.30M | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 28,534 | $2.26M | 0.03% | +28,534 | New |
| Invesco Ltd. | 27,479 | $2.17M | 0.00% | +282+1.0% | Added |
| Walleye Capital LLC | 27,297 | $2.16M | 0.02% | +27,001+9,122.0% | Added |
| Corebridge Financial, Inc. | 27,006 | $2.14M | 0.01% | −167−0.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 26,983 | $2.13M | 0.79% | +26,983 | New |
| Dorsey & Whitney Trust CO LLC | 26,787 | $2.12M | 0.11% | +200+0.8% | Added |
| State of New Jersey Common Pension Fund D | 24,656 | $1.95M | 0.01% | +664+2.8% | Added |
| US Bancorp | 23,431 | $1.85M | 0.00% | +8,632+58.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 22,957 | $1.82M | 0.46% | −4,640−16.8% | Reduced |
| HighTower Advisors, LLC | 22,778 | $1.81M | 0.00% | −1,657−6.8% | Reduced |
| Verition Fund Management LLC | 20,461 | $1.62M | 0.01% | +14,467+241.4% | Added |
| Quantbot Technologies LP | 20,064 | $1.59M | 0.06% | +16,286+431.1% | Added |
| Azzad Asset Management Inc | 19,920 | $1.58M | 0.18% | −1,840−8.5% | Reduced |
| ProShare Advisors LLC | 19,838 | $1.57M | 0.00% | +12,587+173.6% | Added |
| Janney Montgomery Scott LLC | 19,598 | $1.55M | 0.00% | +75+0.4% | Added |
| Wells Fargo & Company | 19,513 | $1.54M | 0.00% | −3,208−14.1% | Reduced |
| Cetera Investment Advisers | 18,623 | $1.47M | 0.00% | −1,037−5.3% | Reduced |
| Avantax Planning Partners, Inc. | 17,746 | $1.40M | 0.05% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,958 | $1.34M | 0.01% | −5,708−25.2% | Reduced |
| Voya Investment Management LLC | 16,517 | $1.31M | 0.00% | −54,452−76.7% | Reduced |
| Two Sigma Advisers, LP | 16,500 | $1.31M | 0.00% | −22,600−57.8% | Reduced |
| Ensign Peak Advisors, Inc | 16,117 | $1.28M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,109 | $1.27M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 16,094 | $1.27M | 0.00% | −2,689−14.3% | Reduced |
| Trust Point Inc. | 16,089 | $1.27M | 0.10% | −2,173−11.9% | Reduced |
| Versor Investments LP | 15,382 | $1.22M | 0.19% | +15,382 | New |
| Handelsbanken Fonder AB | 15,000 | $1.19M | 0.00% | +3,800+33.9% | Added |
| Vancity Investment Management Ltd | 14,882 | $1.18M | 0.14% | −12,416−45.5% | Reduced |
| Quest Partners LLC | 14,633 | $1.16M | 0.10% | +11,931+441.6% | Added |
| Aigen Investment Management, LP | 14,323 | $1.13M | 0.22% | −415−2.8% | Reduced |
| Mariner, LLC | 14,283 | $1.13M | 0.00% | −203−1.4% | Reduced |
| LPL Financial LLC | 14,007 | $1.11M | 0.00% | −5,995−30.0% | Reduced |
| Arizona State Retirement System | 13,946 | $1.10M | 0.01% | +414+3.1% | Added |
| Campbell & CO Investment Adviser LLC | 13,694 | $1.08M | 0.08% | −18,008−56.8% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $1.07M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,632 | $999.4K | 0.00% | −105,556−89.3% | Reduced |
| Creative Planning | 11,929 | $943.8K | 0.00% | +5,053+73.5% | Added |
| Aquatic Capital Management LLC | 11,843 | $937.0K | 0.02% | +9,243+355.5% | Added |
| Main Management ETF Advisors, LLC | 11,640 | $921.0K | 0.04% | +11,640 | New |
| Captrust Financial Advisors | 11,230 | $888.5K | 0.00% | −1,198−9.6% | Reduced |
| Intech Investment Management LLC | 10,900 | $862.4K | 0.01% | +10,900 | New |
| Y-Intercept (Hong Kong) Ltd | 10,587 | $837.6K | 0.05% | −1,006−8.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,556 | $835.2K | 0.00% | 00.0% | Unchanged |
| Talbot Financial, LLC | 10,500 | $830.8K | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,086 | $811.7K | 0.00% | −1,387−12.1% | Reduced |
| Susquehanna International Group, LLP | 9,684 | $766.2K | 0.00% | −27,674−74.1% | Reduced |
| Empower Advisory Group, LLC | 8,532 | $675.1K | 0.00% | +11+0.1% | Added |
| Harbor Capital Advisors, Inc. | 8,523 | $674.0K | 0.03% | −368−4.1% | Reduced |
| Legacy Bridge, LLC | 8,454 | $668.9K | 0.36% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,418 | $666.0K | 0.07% | −5,540−39.7% | Reduced |
| Gsa Capital Partners LLP | 8,097 | $641.0K | 0.05% | +8,097 | New |
| CenterBook Partners LP | 6,983 | $552.5K | 0.03% | −10,673−60.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,614 | $523.0K | 0.00% | −248−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,522 | $516.0K | 0.00% | −645−9.0% | Reduced |
| Pictet Asset Management Holding SA | 6,402 | $506.5K | 0.00% | +670+11.7% | Added |
| Tower Research Capital LLC (TRC) | 6,352 | $502.6K | 0.01% | −7,226−53.2% | Reduced |
| CWM, LLC | 6,295 | $498.0K | 0.00% | −11−0.2% | Reduced |
| Victory Capital Management Inc | 6,195 | $490.1K | 0.00% | −56−0.9% | Reduced |
| FORA Capital, LLC | 6,059 | $479.4K | 0.06% | +6,059 | New |
| Schonfeld Strategic Advisors LLC | 6,050 | $478.7K | 0.00% | +6,050 | New |
| Teacher Retirement System of Texas | 5,907 | $467.0K | 0.00% | +5,907 | New |
| Landscape Capital Management, L.L.C. | 5,895 | $466.4K | 0.05% | −3,592−37.9% | Reduced |
| Mercer Global Advisors Inc | 5,612 | $442.0K | 0.00% | +5,612 | New |
| Glenmede Trust Co NA | 5,568 | $440.5K | 0.00% | −59−1.0% | Reduced |
| MML Investors Services, LLC | 5,383 | $426.0K | 0.00% | −1,398−20.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,029 | $397.9K | 0.00% | +1,203+31.4% | Added |
| Entropy Technologies, LP | 5,027 | $397.7K | 0.04% | +5,027 | New |
| Ameritas Investment Partners, Inc. | 5,024 | $397.5K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,003 | $396.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,000 | $395.6K | 0.01% | +5,000 | New |
| Inceptionr LLC | 4,979 | $393.9K | 0.10% | −1,277−20.4% | Reduced |
| Groupama Asset Managment | – | $381.1K | 0.01% | – | New |
| Henshaw Capital LLC | 4,813 | $380.8K | 0.02% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 4,768 | $377.2K | 0.15% | −822−14.7% | Reduced |
| Tradition Wealth Management, LLC | 4,764 | $376.9K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,646 | $373.9K | 0.04% | −450−8.8% | Reduced |
| Principal Financial Group Inc | 4,691 | $371.2K | 0.00% | −2,132−31.2% | Reduced |
| Burney Co | 4,656 | $368.4K | 0.01% | −95,400−95.3% | Reduced |
| Atria Investments LLC | 4,567 | $361.3K | 0.00% | −431−8.6% | Reduced |
| DC Investments Management, LLC | 4,559 | $360.7K | 0.25% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,550 | $360.0K | 0.08% | +42+0.9% | Added |
| Seven Eight Capital, LP | 4,440 | $351.3K | 0.03% | −16,965−79.3% | Reduced |
| Park Avenue Securities LLC | 4,363 | $345.0K | 0.00% | −757−14.8% | Reduced |
| Prudential Financial Inc | 4,355 | $344.6K | 0.00% | −2,561−37.0% | Reduced |
| nVerses Capital, LLC | 4,300 | $340.2K | 0.16% | +1,100+34.4% | Added |
| RIA Advisory Group LLC | 4,146 | $328.0K | 0.12% | +4,146 | New |
| Occudo Quantitative Strategies LP | 4,126 | $326.4K | 0.06% | −14,678−78.1% | Reduced |
| Congress Wealth Management LLC | 4,125 | $326.4K | 0.00% | +4,125 | New |
| Brevan Howard Capital Management LP | 4,044 | $320.0K | 0.02% | +4,044 | New |
| Bank of Montreal | 3,955 | $318.3K | 0.00% | −120−2.9% | Reduced |
| Foster Group, Inc. | 4,014 | $317.6K | 0.01% | −58−1.4% | Reduced |
| SG Americas Securities, LLC | 3,866 | $306.0K | 0.00% | −12,893−76.9% | Reduced |
| Corton Capital Inc. | 3,841 | $303.9K | 0.15% | −1,678−30.4% | Reduced |
| JustInvest LLC | 3,791 | $299.9K | 0.00% | −587−13.4% | Reduced |