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, Q4 2024
Institutional positions in Workiva Inc as of Dec 31, 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
- 316
- +23 vs. Q3 2024
- Shares held
- 47.2M
- +1.24M (+2.7%) vs. Q3 2024
- Total value
- $5.17B
- +$1.53B (+42.2%) vs. Q3 2024
- New holders
- 60
- 95 more added
- Sold out
- 37
- 114 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,800,074 | $635.1M | 0.01% | +70,820+1.2% | Added |
| BlackRock, Inc. | 5,314,050 | $581.9M | 0.01% | +248,028+4.9% | Added |
| FMR LLC | 3,162,803 | $346.3M | 0.02% | −621,232−16.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,148,021 | $235.2M | 0.15% | +200,220+10.3% | Added |
| Macquarie Group Ltd | 2,100,796 | $230.0M | 0.28% | +10,751+0.5% | Added |
| Riverbridge Partners LLC | 1,646,325 | $180.3M | 2.46% | −105,934−6.0% | Reduced |
| State Street Corp | 1,317,208 | $144.2M | 0.01% | +124,749+10.5% | Added |
| JPMorgan Chase & Co | 1,176,397 | $128.8M | 0.01% | −214,831−15.4% | Reduced |
| Conestoga Capital Advisors, LLC | 1,165,019 | $127.6M | 1.69% | +140,310+13.7% | Added |
| Geode Capital Management, LLC | 1,145,813 | $125.5M | 0.01% | +987+0.1% | Added |
| Ameriprise Financial Inc | 1,012,594 | $110.9M | 0.03% | −11,161−1.1% | Reduced |
| First Trust Advisors LP | 824,219 | $90.3M | 0.08% | +24,172+3.0% | Added |
| Loomis Sayles & Co L P | 814,582 | $89.2M | 0.11% | +86,207+11.8% | Added |
| Brown Capital Management LLC | 771,962 | $84.5M | 1.96% | −141,764−15.5% | Reduced |
| Mairs & Power Inc | 734,030 | $80.4M | 0.78% | −101,056−12.1% | Reduced |
| Northern Trust Corp | 596,466 | $65.3M | 0.01% | +38,633+6.9% | Added |
| Nuveen Asset Management, LLC | 588,428 | $64.4M | 0.02% | +1,909+0.3% | Added |
| Artisan Partners Limited Partnership | 584,701 | $64.0M | 0.10% | −33,808−5.5% | Reduced |
| TimesSquare Capital Management, LLC | 559,961 | $61.3M | 0.89% | +92,192+19.7% | Added |
| Nordea Investment Management AB | 543,753 | $59.9M | 0.06% | +543,753 | New |
| Norges Bank | 544,989 | $59.7M | 0.01% | +55,100+11.2% | Added |
| UBS Group AG | 533,804 | $58.5M | 0.01% | +87,166+19.5% | Added |
| Ranger Investment Management, L.P. | 500,163 | $54.8M | 3.46% | −1,860−0.4% | Reduced |
| Invesco Ltd. | 475,663 | $52.1M | 0.01% | +448,184+1,631.0% | Added |
| Arrowstreet Capital, Limited Partnership | 468,977 | $51.4M | 0.04% | +468,977 | New |
| William Blair Investment Management, LLC | 445,628 | $48.8M | 0.12% | +49,549+12.5% | Added |
| Bank of America Corp | 427,529 | $46.8M | 0.00% | +36,974+9.5% | Added |
| Charles Schwab Investment Management Inc | 427,405 | $46.8M | 0.01% | +3,623+0.9% | Added |
| Renaissance Technologies LLC | 414,511 | $45.4M | 0.07% | −52,760−11.3% | Reduced |
| Goldman Sachs Group Inc | 412,925 | $45.2M | 0.01% | +13,320+3.3% | Added |
| Deutsche Bank AG | 384,507 | $42.1M | 0.02% | +13,235+3.6% | Added |
| Brown Advisory Inc | 372,257 | $40.8M | 0.05% | −275,019−42.5% | Reduced |
| New York State Common Retirement Fund | 330,075 | $36.1M | 0.05% | −10,536−3.1% | Reduced |
| Point72 Asset Management, L.P. | 300,116 | $32.9M | 0.09% | +300,116 | New |
| Bank of New York Mellon Corp | 293,096 | $32.1M | 0.01% | −11,712−3.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 280,017 | $30.7M | 0.55% | +280,017 | New |
| Morgan Stanley | 268,398 | $29.4M | 0.00% | −178,127−39.9% | Reduced |
| Tensile Capital Management LP | 238,321 | $26.1M | 2.71% | −66,284−21.8% | Reduced |
| Standard Life Aberdeen plc | 228,980 | $25.1M | 0.05% | −32,777−12.5% | Reduced |
| Thrivent Financial for Lutherans | 217,681 | $23.8M | 0.05% | −2,603−1.2% | Reduced |
| Jain Global LLC | 215,398 | $23.6M | 0.71% | +215,398 | New |
| Janus Henderson Group PLC | 213,908 | $23.4M | 0.01% | +770.0% | Added |
| SEI Investments Co | 205,884 | $22.5M | 0.03% | −3,444−1.6% | Reduced |
| California Public Employees Retirement System | 195,859 | $21.4M | 0.01% | +21,361+12.2% | Added |
| Balyasny Asset Management LLC | 188,418 | $20.6M | 0.05% | +18,610+11.0% | Added |
| Engle Capital Management, L.P. | 186,000 | $20.4M | 6.09% | +186,000 | New |
| Envestnet Asset Management Inc | 185,634 | $20.3M | 0.01% | −5,213−2.7% | Reduced |
| UBS Asset Management Americas Inc | 181,478 | $19.9M | 0.00% | +41,160+29.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 172,202 | $18.9M | 0.04% | −33,049−16.1% | Reduced |
| Millennium Management LLC | 164,480 | $18.0M | 0.02% | −121,442−42.5% | Reduced |
| LMR Partners LLP | 147,500 | $16.2M | 0.28% | +147,500 | New |
| Assenagon Asset Management S.A. | 134,019 | $14.7M | 0.03% | −11,365−7.8% | Reduced |
| Barclays PLC | 115,975 | $12.7M | 0.01% | −10,926−8.6% | Reduced |
| Impax Asset Management Group plc | 113,586 | $12.4M | 0.06% | −45,000−28.4% | Reduced |
| Two Sigma Investments, LP | 112,429 | $12.3M | 0.03% | +30,829+37.8% | Added |
| Kopp Family Office, LLC | 111,588 | $12.2M | 7.74% | −120−0.1% | Reduced |
| Price T Rowe Associates Inc | 111,457 | $12.2M | 0.00% | −68,095−37.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 107,335 | $11.8M | 0.05% | +14,884+16.1% | Added |
| Jacobs Levy Equity Management, Inc | 105,455 | $11.5M | 0.04% | −122,043−53.6% | Reduced |
| Allianz Asset Management GmbH | 105,242 | $11.5M | 0.02% | +47,385+81.9% | Added |
| State of Wisconsin Investment Board | 104,214 | $11.4M | 0.03% | +6,296+6.4% | Added |
| Swedbank AB | 100,000 | $10.9M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 99,259 | $10.9M | 0.01% | +5,276+5.6% | Added |
| Swiss National Bank | 96,021 | $10.5M | 0.01% | +1,400+1.5% | Added |
| Granahan Investment Management Inc | 93,513 | $10.2M | 0.43% | −46,173−33.1% | Reduced |
| Royal Bank of Canada | 91,179 | $9.98M | 0.00% | −5,449−5.6% | Reduced |
| AXA S.A. | 91,045 | $9.97M | 0.03% | −2,805−3.0% | Reduced |
| Qube Research & Technologies Ltd | 89,303 | $9.78M | 0.02% | −180,878−66.9% | Reduced |
| Comerica Bank | 89,130 | $9.76M | 0.04% | −271−0.3% | Reduced |
| Trexquant Investment LP | 87,428 | $9.57M | 0.11% | +40,329+85.6% | Added |
| Russell Investments Group, Ltd. | 86,359 | $9.46M | 0.01% | +5,519+6.8% | Added |
| Aristeia Capital LLC | 81,800 | $8.96M | 0.33% | +81,800 | New |
| Frontier Capital Management Co LLC | 78,600 | $8.61M | 0.08% | −141−0.2% | Reduced |
| Engineers Gate Manager LP | 77,653 | $8.50M | 0.15% | −19,428−20.0% | Reduced |
| EULAV Asset Management | 76,400 | $8.37M | 0.20% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 74,056 | $8.11M | 0.13% | +6,523+9.7% | Added |
| Oppenheimer Asset Management Inc. | 73,231 | $8.02M | 0.10% | −4,680−6.0% | Reduced |
| Ingalls & Snyder LLC | 72,819 | $7.97M | 0.31% | +2,466+3.5% | Added |
| Rhumbline Advisers | 71,574 | $7.84M | 0.01% | +1,563+2.2% | Added |
| Mutual of America Capital Management LLC | 70,940 | $7.77M | 0.08% | +16,881+31.2% | Added |
| King Luther Capital Management Corp | 70,360 | $7.70M | 0.03% | +3,780+5.7% | Added |
| Untitled Investments LP | 69,841 | $7.65M | 1.86% | +69,841 | New |
| Voloridge Investment Management, LLC | 64,796 | $7.10M | 0.03% | −24,532−27.5% | Reduced |
| Great West Life Assurance Co | 63,877 | $6.99M | 0.01% | −11,100−14.8% | Reduced |
| Castleark Management LLC | 62,100 | $6.80M | 0.24% | +62,100 | New |
| Alliancebernstein L.P. | 61,068 | $6.69M | 0.00% | −16,121−20.9% | Reduced |
| Walleye Capital LLC | 59,304 | $6.49M | 0.06% | +32,007+117.3% | Added |
| BNP Paribas Arbitrage, SA | 58,853 | $6.44M | 0.00% | −45,426−43.6% | Reduced |
| Man Group plc | 55,789 | $6.11M | 0.02% | −78,922−58.6% | Reduced |
| Orser Capital Management, LLC | 53,658 | $5.88M | 4.43% | −1,250−2.3% | Reduced |
| Polar Asset Management Partners Inc. | 53,200 | $5.83M | 0.09% | +53,200 | New |
| Legal & General Group Plc | 53,173 | $5.82M | 0.00% | +2,452+4.8% | Added |
| Raymond James Financial Inc | 52,588 | $5.76M | 0.00% | +52,588 | New |
| TD Asset Management Inc | 51,086 | $5.59M | 0.00% | +6,786+15.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $5.47M | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 49,849 | $5.46M | 0.01% | +37,217+294.6% | Added |
| Alamar Capital Management, LLC | 48,245 | $5.28M | 2.89% | −2,095−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 47,584 | $5.21M | 0.01% | +47,584 | New |
| California State Teachers Retirement System | 45,785 | $5.01M | 0.01% | −179−0.4% | Reduced |
| Advantage Alpha Capital Partners LP | 45,570 | $4.99M | 1.18% | −41,902−47.9% | Reduced |