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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 3 | $0 | 0.00% | −16−84.2% | Reduced |
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $110 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $110 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $219 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $438 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $548 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 6 | $657 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $847 | 0.00% | +8 | New |
| True Wealth Design, LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $1.86K | 0.00% | +17 | New |
| Hantz Financial Services, Inc. | 16 | $2.00K | 0.00% | −14−46.7% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $2.19K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.41K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 28 | $3.07K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 32 | $3.50K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 32 | $3.50K | 0.00% | +32 | New |
| Salem Investment Counselors Inc | 35 | $3.83K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $4.05K | 0.00% | +13+54.2% | Added |
| Cornerstone Planning Group LLC | 42 | $4.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 41 | $4.49K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 43 | $4.72K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 44 | $4.82K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 44 | $4.82K | 0.00% | +44 | New |
| Jones Financial Companies LLLP | 46 | $5.04K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $5.04K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $5.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 51 | $5.58K | 0.00% | −10−16.4% | Reduced |
| Sterling Capital Management LLC | 51 | $5.58K | 0.00% | −1−1.9% | Reduced |
| Rothschild Investment LLC | 55 | $6.02K | 0.00% | +5+10.0% | Added |
| Exchange Traded Concepts, LLC | 61 | $6.68K | 0.00% | +61 | New |
| Financial Network Wealth Advisors LLC | 68 | $7.45K | 0.01% | 00.0% | Unchanged |
| Amundi | 71 | $7.88K | 0.00% | +71 | New |
| Elequin Capital LP | 89 | $9.75K | 0.00% | +38+74.5% | Added |
| Allworth Financial LP | 101 | $9.99K | 0.00% | +4+4.1% | Added |
| Covestor Ltd | 95 | $10.0K | 0.01% | −64−40.3% | Reduced |
| Parallel Advisors, LLC | 103 | $11.3K | 0.00% | −6−5.5% | Reduced |
| Versant Capital Management, Inc | 118 | $12.9K | 0.00% | +118 | New |
| Venturi Wealth Management, LLC | 123 | $13.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 153 | $15.1K | 0.00% | +20+15.0% | Added |
| Rise Advisors, LLC | 146 | $16.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 169 | $18.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 171 | $18.7K | 0.00% | −18−9.5% | Reduced |
| Twin Tree Management, LP | 229 | $25.1K | 0.00% | +229 | New |
| GAMMA Investing LLC | 247 | $27.0K | 0.00% | +70+39.5% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $27.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 271 | $30.0K | 0.00% | −902−76.9% | Reduced |
| V-Square Quantitative Management LLC | 341 | $37.3K | 0.01% | −8−2.3% | Reduced |
| First Horizon Advisors, Inc. | 497 | $54.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $54.8K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 599 | $58.8K | 0.00% | +599 | New |
| GeoWealth Management, LLC | 622 | $68.1K | 0.00% | +602+3,010.0% | Added |
| Signaturefd, LLC | 653 | $71.5K | 0.00% | −8−1.2% | Reduced |
| Hilltop National Bank | 717 | $78.5K | 0.02% | −58−7.5% | Reduced |
| Park Place Capital Corp | 796 | $87.2K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 797 | $87.3K | 0.00% | −5,555−87.5% | Reduced |
| EverSource Wealth Advisors, LLC | 885 | $96.9K | 0.01% | +879+14,650.0% | Added |
| Smartleaf Asset Management LLC | 900 | $98.8K | 0.01% | −31−3.3% | Reduced |
| Advisors Asset Management, Inc. | 1,068 | $116.9K | 0.00% | +66+6.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,070 | $117.2K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,452 | $159.0K | 0.00% | +116+8.7% | Added |
| Fifth Third Bancorp | 1,689 | $184.9K | 0.00% | −46−2.7% | Reduced |
| Amalgamated Bank | 1,746 | $191.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,779 | $195.0K | 0.01% | −7−0.4% | Reduced |
| State of Wyoming | 1,814 | $198.6K | 0.03% | +106+6.2% | Added |
| Paladin Advisory Group, LLC | 1,857 | $203.3K | 0.16% | 00.0% | Unchanged |
| Truist Financial Corp | 1,928 | $211.1K | 0.00% | +1,928 | New |
| GTS Securities LLC | 1,936 | $212.0K | 0.01% | +1,936 | New |
| KBC Group NV | 1,970 | $216.0K | 0.00% | +390+24.7% | Added |
| Beacon Pointe Advisors, LLC | 2,000 | $219.0K | 0.00% | +2,000 | New |
| Heartwood Wealth Advisors LLC | 2,000 | $219.0K | 0.02% | +2,000 | New |
| Avantax Advisory Services, Inc. | 2,021 | $221.3K | 0.00% | +2,021 | New |
| Abacus Planning Group, Inc. | 2,030 | $222.3K | 0.04% | +2,030 | New |
| Legato Capital Management LLC | 2,064 | $226.0K | 0.03% | +2,064 | New |
| Stonebridge Capital Advisors LLC | 2,125 | $232.7K | 0.02% | +2,125 | New |
| Atria Wealth Solutions, Inc. | 2,162 | $236.7K | 0.00% | +2,162 | New |
| Vident Advisory, LLC | 2,192 | $240.0K | 0.00% | +2,192 | New |
| Cerity Partners LLC | 2,952 | $242.9K | 0.00% | −772−20.7% | Reduced |
| Nomura Holdings Inc | 2,279 | $249.6K | 0.00% | +2,279 | New |
| Oxford Financial Group Ltd | 2,300 | $251.8K | 0.02% | +2,300 | New |
| Burney Co | 2,427 | $265.8K | 0.01% | −2,229−47.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,429 | $266.0K | 0.00% | +18+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,390 | $266.1K | 0.00% | +423+21.5% | Added |
| Mission Wealth Management, LP | 2,547 | $278.9K | 0.01% | +2,547 | New |
| Skandinaviska Enskilda Banken AB (publ) | 2,600 | $285.6K | 0.00% | +2,600 | New |
| We Are One Seven, LLC | 2,662 | $291.5K | 0.01% | +2,662 | New |
| Baron Wealth Management LLC | 2,737 | $299.7K | 0.14% | 00.0% | Unchanged |
| Blair William & Co | 2,744 | $300.5K | 0.00% | −161−5.5% | Reduced |
| Parkside Financial Bank & Trust | 2,774 | $303.8K | 0.04% | −303−9.8% | Reduced |
| Wealth Alliance | 2,795 | $306.1K | 0.04% | −39−1.4% | Reduced |
| Icon Wealth Advisors, LLC | 2,906 | $318.2K | 0.03% | −214−6.9% | Reduced |
| Franklin Resources Inc | 2,969 | $325.1K | 0.00% | +240+8.8% | Added |
| Capital Wealth Planning, LLC | 3,000 | $328.5K | 0.00% | +3,000 | New |
| Foster Group, Inc. | 3,038 | $332.7K | 0.01% | −976−24.3% | Reduced |
| Mackenzie Financial Corp | 3,282 | $359.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,307 | $362.1K | 0.01% | +60+1.8% | Added |