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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 27,683 | $3.03M | 0.00% | +8,170+41.9% | Added |
| Manufacturers Life Insurance Company, The | 29,231 | $3.20M | 0.00% | −607−2.0% | Reduced |
| MetLife Investment Management | 30,413 | $3.33M | 0.02% | +1,281+4.4% | Added |
| Federated Hermes, Inc. | 31,564 | $3.46M | 0.01% | −26,555−45.7% | Reduced |
| Ci Investments Inc. | 32,248 | $3.53M | 0.01% | +1,289+4.2% | Added |
| Susquehanna Fundamental Investments, LLC | 38,479 | $4.21M | 0.07% | +38,479 | New |
| CIBC Private Wealth Group, LLC | 38,117 | $4.23M | 0.01% | −15,214−28.5% | Reduced |
| Resources Investment Advisors, LLC. | 39,009 | $4.27M | 0.05% | −1,098−2.7% | Reduced |
| Madison Asset Management, LLC | 41,787 | $4.58M | 0.05% | +13,253+46.4% | Added |
| Madison Investment Advisors, LLC | 41,787 | $4.58M | 0.05% | +41,787 | New |
| Two Sigma Advisers, LP | 42,200 | $4.62M | 0.01% | +25,700+155.8% | Added |
| Stifel Financial Corp | 42,732 | $4.68M | 0.00% | −136−0.3% | Reduced |
| Crestline Management, LP | 43,971 | $4.81M | 0.17% | +170.0% | Added |
| Susquehanna International Group, LLP | 44,097 | $4.83M | 0.01% | +34,413+355.4% | Added |
| Canada Pension Plan Investment Board | 44,700 | $4.89M | 0.00% | +43,400+3,338.5% | Added |
| AQR Capital Management LLC | 45,529 | $4.99M | 0.01% | −9,346−17.0% | Reduced |
| Advantage Alpha Capital Partners LP | 45,570 | $4.99M | 1.18% | −41,902−47.9% | Reduced |
| California State Teachers Retirement System | 45,785 | $5.01M | 0.01% | −179−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 47,584 | $5.21M | 0.01% | +47,584 | New |
| Alamar Capital Management, LLC | 48,245 | $5.28M | 2.89% | −2,095−4.2% | Reduced |
| Citadel Advisors LLC | 49,849 | $5.46M | 0.01% | +37,217+294.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 50,000 | $5.47M | 0.05% | 00.0% | Unchanged |
| TD Asset Management Inc | 51,086 | $5.59M | 0.00% | +6,786+15.3% | Added |
| Raymond James Financial Inc | 52,588 | $5.76M | 0.00% | +52,588 | New |
| Legal & General Group Plc | 53,173 | $5.82M | 0.00% | +2,452+4.8% | Added |
| Polar Asset Management Partners Inc. | 53,200 | $5.83M | 0.09% | +53,200 | New |
| Orser Capital Management, LLC | 53,658 | $5.88M | 4.43% | −1,250−2.3% | Reduced |
| Man Group plc | 55,789 | $6.11M | 0.02% | −78,922−58.6% | Reduced |
| BNP Paribas Arbitrage, SA | 58,853 | $6.44M | 0.00% | −45,426−43.6% | Reduced |
| Walleye Capital LLC | 59,304 | $6.49M | 0.06% | +32,007+117.3% | Added |
| Alliancebernstein L.P. | 61,068 | $6.69M | 0.00% | −16,121−20.9% | Reduced |
| Castleark Management LLC | 62,100 | $6.80M | 0.24% | +62,100 | New |
| Great West Life Assurance Co | 63,877 | $6.99M | 0.01% | −11,100−14.8% | Reduced |
| Voloridge Investment Management, LLC | 64,796 | $7.10M | 0.03% | −24,532−27.5% | Reduced |
| Untitled Investments LP | 69,841 | $7.65M | 1.86% | +69,841 | New |
| King Luther Capital Management Corp | 70,360 | $7.70M | 0.03% | +3,780+5.7% | Added |
| Mutual of America Capital Management LLC | 70,940 | $7.77M | 0.08% | +16,881+31.2% | Added |
| Rhumbline Advisers | 71,574 | $7.84M | 0.01% | +1,563+2.2% | Added |
| Ingalls & Snyder LLC | 72,819 | $7.97M | 0.31% | +2,466+3.5% | Added |
| Oppenheimer Asset Management Inc. | 73,231 | $8.02M | 0.10% | −4,680−6.0% | Reduced |
| Nicholas Company, Inc. | 74,056 | $8.11M | 0.13% | +6,523+9.7% | Added |
| EULAV Asset Management | 76,400 | $8.37M | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 77,653 | $8.50M | 0.15% | −19,428−20.0% | Reduced |
| Frontier Capital Management Co LLC | 78,600 | $8.61M | 0.08% | −141−0.2% | Reduced |
| Aristeia Capital LLC | 81,800 | $8.96M | 0.33% | +81,800 | New |
| Russell Investments Group, Ltd. | 86,359 | $9.46M | 0.01% | +5,519+6.8% | Added |
| Trexquant Investment LP | 87,428 | $9.57M | 0.11% | +40,329+85.6% | Added |
| Comerica Bank | 89,130 | $9.76M | 0.04% | −271−0.3% | Reduced |
| Qube Research & Technologies Ltd | 89,303 | $9.78M | 0.02% | −180,878−66.9% | Reduced |
| AXA S.A. | 91,045 | $9.97M | 0.03% | −2,805−3.0% | Reduced |
| Royal Bank of Canada | 91,179 | $9.98M | 0.00% | −5,449−5.6% | Reduced |
| Granahan Investment Management Inc | 93,513 | $10.2M | 0.43% | −46,173−33.1% | Reduced |
| Swiss National Bank | 96,021 | $10.5M | 0.01% | +1,400+1.5% | Added |
| Citigroup Inc | 99,259 | $10.9M | 0.01% | +5,276+5.6% | Added |
| Swedbank AB | 100,000 | $10.9M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 104,214 | $11.4M | 0.03% | +6,296+6.4% | Added |
| Allianz Asset Management GmbH | 105,242 | $11.5M | 0.02% | +47,385+81.9% | Added |
| Jacobs Levy Equity Management, Inc | 105,455 | $11.5M | 0.04% | −122,043−53.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 107,335 | $11.8M | 0.05% | +14,884+16.1% | Added |
| Price T Rowe Associates Inc | 111,457 | $12.2M | 0.00% | −68,095−37.9% | Reduced |
| Kopp Family Office, LLC | 111,588 | $12.2M | 7.74% | −120−0.1% | Reduced |
| Two Sigma Investments, LP | 112,429 | $12.3M | 0.03% | +30,829+37.8% | Added |
| Impax Asset Management Group plc | 113,586 | $12.4M | 0.06% | −45,000−28.4% | Reduced |
| Barclays PLC | 115,975 | $12.7M | 0.01% | −10,926−8.6% | Reduced |
| Assenagon Asset Management S.A. | 134,019 | $14.7M | 0.03% | −11,365−7.8% | Reduced |
| LMR Partners LLP | 147,500 | $16.2M | 0.28% | +147,500 | New |
| Millennium Management LLC | 164,480 | $18.0M | 0.02% | −121,442−42.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 172,202 | $18.9M | 0.04% | −33,049−16.1% | Reduced |
| UBS Asset Management Americas Inc | 181,478 | $19.9M | 0.00% | +41,160+29.3% | Added |
| Envestnet Asset Management Inc | 185,634 | $20.3M | 0.01% | −5,213−2.7% | Reduced |
| Engle Capital Management, L.P. | 186,000 | $20.4M | 6.09% | +186,000 | New |
| Balyasny Asset Management LLC | 188,418 | $20.6M | 0.05% | +18,610+11.0% | Added |
| California Public Employees Retirement System | 195,859 | $21.4M | 0.01% | +21,361+12.2% | Added |
| SEI Investments Co | 205,884 | $22.5M | 0.03% | −3,444−1.6% | Reduced |
| Janus Henderson Group PLC | 213,908 | $23.4M | 0.01% | +770.0% | Added |
| Jain Global LLC | 215,398 | $23.6M | 0.71% | +215,398 | New |
| Thrivent Financial for Lutherans | 217,681 | $23.8M | 0.05% | −2,603−1.2% | Reduced |
| Standard Life Aberdeen plc | 228,980 | $25.1M | 0.05% | −32,777−12.5% | Reduced |
| Tensile Capital Management LP | 238,321 | $26.1M | 2.71% | −66,284−21.8% | Reduced |
| Morgan Stanley | 268,398 | $29.4M | 0.00% | −178,127−39.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 280,017 | $30.7M | 0.55% | +280,017 | New |
| Bank of New York Mellon Corp | 293,096 | $32.1M | 0.01% | −11,712−3.8% | Reduced |
| Point72 Asset Management, L.P. | 300,116 | $32.9M | 0.09% | +300,116 | New |
| New York State Common Retirement Fund | 330,075 | $36.1M | 0.05% | −10,536−3.1% | Reduced |
| Brown Advisory Inc | 372,257 | $40.8M | 0.05% | −275,019−42.5% | Reduced |
| Deutsche Bank AG | 384,507 | $42.1M | 0.02% | +13,235+3.6% | Added |
| Goldman Sachs Group Inc | 412,925 | $45.2M | 0.01% | +13,320+3.3% | Added |
| Renaissance Technologies LLC | 414,511 | $45.4M | 0.07% | −52,760−11.3% | Reduced |
| Charles Schwab Investment Management Inc | 427,405 | $46.8M | 0.01% | +3,623+0.9% | Added |
| Bank of America Corp | 427,529 | $46.8M | 0.00% | +36,974+9.5% | Added |
| William Blair Investment Management, LLC | 445,628 | $48.8M | 0.12% | +49,549+12.5% | Added |
| Arrowstreet Capital, Limited Partnership | 468,977 | $51.4M | 0.04% | +468,977 | New |
| Invesco Ltd. | 475,663 | $52.1M | 0.01% | +448,184+1,631.0% | Added |
| Ranger Investment Management, L.P. | 500,163 | $54.8M | 3.46% | −1,860−0.4% | Reduced |
| UBS Group AG | 533,804 | $58.5M | 0.01% | +87,166+19.5% | Added |
| Norges Bank | 544,989 | $59.7M | 0.01% | +55,100+11.2% | Added |
| Nordea Investment Management AB | 543,753 | $59.9M | 0.06% | +543,753 | New |
| TimesSquare Capital Management, LLC | 559,961 | $61.3M | 0.89% | +92,192+19.7% | Added |
| Artisan Partners Limited Partnership | 584,701 | $64.0M | 0.10% | −33,808−5.5% | Reduced |
| Nuveen Asset Management, LLC | 588,428 | $64.4M | 0.02% | +1,909+0.3% | Added |