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