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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 3,342 | $365.9K | 0.00% | +720+27.5% | Added |
| Cornercap Investment Counsel Inc | 3,382 | $370.3K | 0.12% | 00.0% | Unchanged |
| Entropy Technologies, LP | 3,427 | $375.3K | 0.04% | −1,600−31.8% | Reduced |
| Mirabella Financial Services LLP | 3,451 | $377.9K | 0.03% | −68,851−95.2% | Reduced |
| Hardy Reed LLC | 3,463 | $379.2K | 0.03% | 00.0% | Unchanged |
| CenterBook Partners LP | 3,528 | $386.3K | 0.02% | −3,455−49.5% | Reduced |
| Inlight Wealth Management, LLC | 3,607 | $395.0K | 0.26% | +3,607 | New |
| Xponance, Inc. | 3,609 | $395.2K | 0.00% | +308+9.3% | Added |
| Sonora Investment Management Group, LLC | 3,654 | $400.1K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,679 | $402.9K | 0.03% | −6−0.2% | Reduced |
| Bank of Montreal | 3,746 | $410.2K | 0.00% | −209−5.3% | Reduced |
| Prudential Financial Inc | 3,749 | $410.5K | 0.00% | −606−13.9% | Reduced |
| JustInvest LLC | 3,756 | $411.3K | 0.01% | −35−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | +3,940 | New |
| RIA Advisory Group LLC | 4,043 | $442.7K | 0.15% | −103−2.5% | Reduced |
| Atria Investments LLC | 4,124 | $451.6K | 0.01% | −443−9.7% | Reduced |
| Boothbay Fund Management, LLC | 4,246 | $464.9K | 0.01% | +4,246 | New |
| Principal Financial Group Inc | 4,315 | $472.5K | 0.00% | −376−8.0% | Reduced |
| Aigen Investment Management, LP | 4,320 | $473.0K | 0.08% | −10,003−69.8% | Reduced |
| Voya Financial Advisors, Inc. | 4,331 | $475.7K | 0.05% | −315−6.8% | Reduced |
| Tradition Wealth Management, LLC | 4,507 | $493.5K | 0.04% | −257−5.4% | Reduced |
| Park Avenue Securities LLC | 4,561 | $499.0K | 0.01% | +198+4.5% | Added |
| DC Investments Management, LLC | 4,559 | $499.2K | 0.33% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,569 | $500.3K | 0.11% | +19+0.4% | Added |
| STRS Ohio | 4,600 | $503.7K | 0.00% | +1,500+48.4% | Added |
| CIBC World Markets Corp | 4,726 | $517.5K | 0.00% | +4,726 | New |
| Captrust Financial Advisors | 4,742 | $519.2K | 0.00% | −6,488−57.8% | Reduced |
| Henshaw Capital LLC | 4,813 | $527.0K | 0.02% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $534.8K | 0.01% | – | – |
| Public Employees Retirement Association of Colorado | 5,003 | $548.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,135 | $562.3K | 0.02% | +135+2.7% | Added |
| Glenmede Trust Co NA | 5,203 | $569.7K | 0.00% | −365−6.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,284 | $578.6K | 0.02% | +260+5.2% | Added |
| The PNC Financial Services Group, Inc. | 5,296 | $579.9K | 0.00% | +267+5.3% | Added |
| MML Investors Services, LLC | 5,460 | $598.0K | 0.00% | +77+1.4% | Added |
| Mercer Global Advisors Inc | 5,622 | $615.6K | 0.00% | +10+0.2% | Added |
| Transatlantique Private Wealth LLC | 5,828 | $638.2K | 0.24% | +1,060+22.2% | Added |
| Victory Capital Management Inc | 6,015 | $658.6K | 0.00% | −180−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,176 | $676.3K | 0.00% | −346−5.3% | Reduced |
| Occudo Quantitative Strategies LP | 6,191 | $677.9K | 0.12% | +2,065+50.0% | Added |
| XTX Topco Ltd | 6,305 | $690.4K | 0.06% | +6,305 | New |
| Jane Street Group, LLC | 6,383 | $698.9K | 0.00% | −30,523−82.7% | Reduced |
| CWM, LLC | 6,412 | $702.0K | 0.00% | +117+1.9% | Added |
| Legacy Bridge, LLC | 6,664 | $729.7K | 0.38% | −1,790−21.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,735 | $748.5K | 0.00% | −3,351−33.2% | Reduced |
| HRT Financial LP | 6,914 | $757.0K | 0.00% | +6,914 | New |
| Moody National Bank Trust Division | 7,012 | $767.8K | 0.08% | −1,406−16.7% | Reduced |
| Pictet Asset Management Holding SA | 7,187 | $787.0K | 0.00% | +785+12.3% | Added |
| Commonwealth Equity Services, LLC | 7,510 | $822.0K | 0.00% | +896+13.5% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $827.0K | 0.32% | +7,560 | New |
| Teacher Retirement System of Texas | 7,668 | $840.0K | 0.00% | +1,761+29.8% | Added |
| Aquatic Capital Management LLC | 8,324 | $911.5K | 0.02% | −3,519−29.7% | Reduced |
| Empower Advisory Group, LLC | 8,521 | $933.0K | 0.00% | −11−0.1% | Reduced |
| Woodline Partners LP | 8,619 | $943.8K | 0.01% | −98,172−91.9% | Reduced |
| Harbor Capital Advisors, Inc. | 9,060 | $992.0K | 0.04% | +537+6.3% | Added |
| SG Americas Securities, LLC | 9,341 | $1.02M | 0.00% | +5,475+141.6% | Added |
| Advisor Group Holdings, Inc. | 9,604 | $1.03M | 0.00% | +8,862+1,194.3% | Added |
| Siren, L.L.C. | 10,000 | $1.09M | 0.05% | +10,000 | New |
| KLP Kapitalforvaltning AS | 10,200 | $1.12M | 0.01% | +10,200 | New |
| Talbot Financial, LLC | 10,500 | $1.15M | 0.14% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 10,680 | $1.17M | 0.05% | −960−8.2% | Reduced |
| Verition Fund Management LLC | 10,683 | $1.17M | 0.01% | −9,778−47.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,758 | $1.18M | 0.01% | +10,758 | New |
| Vontobel Holding Ltd. | 12,185 | $1.33M | 0.00% | −3,909−24.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,683 | $1.39M | 0.00% | +2,127+20.1% | Added |
| Semanteon Capital Management, LP | 13,227 | $1.45M | 0.78% | +13,227 | New |
| State Board of Administration of Florida Retirement System | 13,540 | $1.48M | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 13,631 | $1.49M | 0.00% | −21,160−60.8% | Reduced |
| Handelsbanken Fonder AB | 13,900 | $1.52M | 0.01% | −1,100−7.3% | Reduced |
| Arizona State Retirement System | 14,170 | $1.55M | 0.01% | +224+1.6% | Added |
| Trust Point Inc. | 14,248 | $1.56M | 0.11% | −1,841−11.4% | Reduced |
| Mariner, LLC | 14,304 | $1.57M | 0.00% | +21+0.1% | Added |
| LPL Financial LLC | 14,534 | $1.59M | 0.00% | +527+3.8% | Added |
| ProShare Advisors LLC | 14,584 | $1.60M | 0.00% | −5,254−26.5% | Reduced |
| Danske Bank A/S | 14,685 | $1.61M | 0.00% | +14,285+3,571.3% | Added |
| Voya Investment Management LLC | 15,090 | $1.65M | 0.00% | −1,427−8.6% | Reduced |
| D. E. Shaw & Co., Inc. | 15,511 | $1.70M | 0.00% | −102,562−86.9% | Reduced |
| Lazard Asset Management LLC | 15,573 | $1.71M | 0.00% | +15,423+10,282.0% | Added |
| Ensign Peak Advisors, Inc | 16,117 | $1.76M | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,999 | $1.86M | 0.01% | +890+5.5% | Added |
| Pathstone Holdings, LLC | 17,072 | $1.87M | 0.01% | +114+0.7% | Added |
| Candriam Luxembourg S.C.A. | 17,431 | $1.91M | 0.01% | +17,431 | New |
| Nicholas Investment Partners, LP | 17,478 | $1.91M | 0.17% | +17,478 | New |
| Avantax Planning Partners, Inc. | 17,746 | $1.94M | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,209 | $1.99M | 0.00% | −414−2.2% | Reduced |
| Janney Montgomery Scott LLC | 19,225 | $2.10M | 0.01% | −373−1.9% | Reduced |
| Intech Investment Management LLC | 19,252 | $2.11M | 0.02% | +8,352+76.6% | Added |
| HSBC Holdings PLC | 19,397 | $2.12M | 0.00% | −10,471−35.1% | Reduced |
| Azzad Asset Management Inc | 19,875 | $2.18M | 0.42% | −45−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 20,163 | $2.21M | 0.15% | −11,261−35.8% | Reduced |
| Creative Planning | 20,804 | $2.28M | 0.00% | +8,875+74.4% | Added |
| G2 Investment Partners Management LLC | 21,002 | $2.30M | 0.59% | +21,002 | New |
| Rosenblum Silverman Sutton S F Inc | 21,592 | $2.36M | 0.59% | −1,365−5.9% | Reduced |
| HighTower Advisors, LLC | 21,761 | $2.38M | 0.00% | −1,017−4.5% | Reduced |
| US Bancorp | 22,184 | $2.43M | 0.00% | −1,247−5.3% | Reduced |
| Aequim Alternative Investments LP | 22,200 | $2.43M | 0.08% | +22,200 | New |
| State of New Jersey Common Pension Fund D | 23,280 | $2.55M | 0.01% | −1,376−5.6% | Reduced |
| Corebridge Financial, Inc. | 25,111 | $2.75M | 0.01% | −1,895−7.0% | Reduced |
| Calamos Advisors LLC | 26,426 | $2.89M | 0.01% | +26,426 | New |
| Dorsey & Whitney Trust CO LLC | 27,170 | $2.98M | 0.16% | +383+1.4% | Added |