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Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Workiva Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WK: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2952316+23
Shares46.0M67.5K47.2M+1.24M (+2.7%)
Value$3.64B$5.34M$5.17B+$1.53B (+42.2%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held Workiva Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WK in Q4 2024
InstitutionSharesValue% of portfolio
Nordea Investment Management AB543,753$59.9M0.06%
Arrowstreet Capital, Limited Partnership468,977$51.4M0.04%
Point72 Asset Management, L.P.300,116$32.9M0.09%
Maverick Capital LtdSuperinvestorMaverick Capital280,017$30.7M0.55%
Jain Global LLC215,398$23.6M0.71%
Engle Capital Management, L.P.186,000$20.4M6.09%
LMR Partners LLP147,500$16.2M0.28%
Aristeia Capital LLC81,800$8.96M0.33%
Untitled Investments LP69,841$7.65M1.86%
Castleark Management LLC62,100$6.80M0.24%
Polar Asset Management Partners Inc.53,200$5.83M0.09%
Raymond James Financial Inc52,588$5.76M0.00%
Allspring Global Investments Holdings, LLC47,584$5.21M0.01%
Madison Investment Advisors, LLC41,787$4.58M0.05%
Susquehanna Fundamental Investments, LLC38,479$4.21M0.07%
Calamos Advisors LLC26,426$2.89M0.01%
Aequim Alternative Investments LP22,200$2.43M0.08%
G2 Investment Partners Management LLC21,002$2.30M0.59%
Nicholas Investment Partners, LP17,478$1.91M0.17%
Candriam Luxembourg S.C.A.17,431$1.91M0.01%
Semanteon Capital Management, LP13,227$1.45M0.78%
Police & Firemen's Retirement System of New Jersey10,758$1.18M0.01%
KLP Kapitalforvaltning AS10,200$1.12M0.01%
Siren, L.L.C.10,000$1.09M0.05%
Investor's Fiduciary Advisor Network, LLC7,560$827.0K0.32%
HRT Financial LP6,914$757.0K0.00%
XTX Topco Ltd6,305$690.4K0.06%
CIBC World Markets Corp4,726$517.5K0.00%
Boothbay Fund Management, LLC4,246$464.9K0.01%
Harvest Fund Management Co., Ltd3,940$431.0K0.02%
Inlight Wealth Management, LLC3,607$395.0K0.26%
Capital Wealth Planning, LLC3,000$328.5K0.00%
We Are One Seven, LLC2,662$291.5K0.01%
Skandinaviska Enskilda Banken AB (publ)2,600$285.6K0.00%
Mission Wealth Management, LP2,547$278.9K0.01%
Oxford Financial Group Ltd2,300$251.8K0.02%
Nomura Holdings Inc2,279$249.6K0.00%
Vident Advisory, LLC2,192$240.0K0.00%
Atria Wealth Solutions, Inc.2,162$236.7K0.00%
Stonebridge Capital Advisors LLC2,125$232.7K0.02%
Legato Capital Management LLC2,064$226.0K0.03%
Abacus Planning Group, Inc.2,030$222.3K0.04%
Avantax Advisory Services, Inc.2,021$221.3K0.00%
Beacon Pointe Advisors, LLC2,000$219.0K0.00%
Heartwood Wealth Advisors LLC2,000$219.0K0.02%
GTS Securities LLC1,936$212.0K0.01%
Truist Financial Corp1,928$211.1K0.00%
Johnson Financial Group, Inc.599$58.8K0.00%
Twin Tree Management, LP229$25.1K0.00%
Versant Capital Management, Inc118$12.9K0.00%
Amundi71$7.88K0.00%
Exchange Traded Concepts, LLC61$6.68K0.00%
Golden State Wealth Management, LLC44$4.82K0.00%
SBI Securities Co., Ltd.32$3.50K0.00%
Assetmark, Inc17$1.86K0.00%
Bokf, NA8$8470.00%
IFP Advisors, Inc5$5480.00%
Grove Bank & Trust2$2190.00%
SJS Investment Consulting Inc.1$1100.00%
Hemington Wealth Management1$00.00%

Sold out (37)

Institutions that held Workiva Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WK in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
J. Goldman & Co LP179,280$14.2M
Tudor Investment Corp Et Al120,437$9.53M
DF Dent & Co Inc69,964$5.54M
Squarepoint Ops LLC54,020$4.27M
Marshall Wace, LLP29,248$2.31M
Lombard Odier Asset Management (USA) Corp26,983$2.13M
Quantbot Technologies LP20,064$1.59M
Versor Investments LP15,382$1.22M
Quest Partners LLC14,633$1.16M
Campbell & CO Investment Adviser LLC13,694$1.08M
Y-Intercept (Hong Kong) Ltd10,587$837.6K
Gsa Capital Partners LLP8,097$641.0K
FORA Capital, LLC6,059$479.4K
Schonfeld Strategic Advisors LLC6,050$478.7K
Landscape Capital Management, L.L.C.5,895$466.4K
Inceptionr LLC4,979$393.9K
Seven Eight Capital, LP4,440$351.3K
nVerses Capital, LLC4,300$340.2K
Congress Wealth Management LLC4,125$326.4K
Brevan Howard Capital Management LP4,044$320.0K
Corton Capital Inc.3,841$303.9K
Quadrature Capital Ltd3,656$289.0K
Capstone Investment Advisors, LLC3,101$245.4K
Graham Capital Management, L.P.2,678$211.9K
Acadian Asset Management LLC2,623$207.0K
Sanctuary Advisors, LLC2,126$203.3K
International Assets Investment Management, LLC9,257$117.0K
Simplex Trading, LLC969$76.0K
Headlands Technologies LLC467$36.9K
Harbor Investment Advisory, LLC210$16.6K
Globeflex Capital L P71$5.62K
Harel Insurance Investments & Financial Services Ltd.45$4.00K
Ronald Blue Trust, Inc.50$3.65K
Capital Performance Advisors LLP40$3.17K
GWM Advisors LLC20$1.58K
Fairman Group, LLC16$1.27K
Avion Wealth6$0

Not filed for Q4 2024 yet (2)

Institutions that held Workiva Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates52,656$4.17M
Vancity Investment Management Ltd14,882$1.18M