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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 596,466 | $65.3M | 0.01% | +38,633+6.9% | Added |
| Mairs & Power Inc | 734,030 | $80.4M | 0.78% | −101,056−12.1% | Reduced |
| Brown Capital Management LLC | 771,962 | $84.5M | 1.96% | −141,764−15.5% | Reduced |
| Loomis Sayles & Co L P | 814,582 | $89.2M | 0.11% | +86,207+11.8% | Added |
| First Trust Advisors LP | 824,219 | $90.3M | 0.08% | +24,172+3.0% | Added |
| Ameriprise Financial Inc | 1,012,594 | $110.9M | 0.03% | −11,161−1.1% | Reduced |
| Geode Capital Management, LLC | 1,145,813 | $125.5M | 0.01% | +987+0.1% | Added |
| Conestoga Capital Advisors, LLC | 1,165,019 | $127.6M | 1.69% | +140,310+13.7% | Added |
| JPMorgan Chase & Co | 1,176,397 | $128.8M | 0.01% | −214,831−15.4% | Reduced |
| State Street Corp | 1,317,208 | $144.2M | 0.01% | +124,749+10.5% | Added |
| Riverbridge Partners LLC | 1,646,325 | $180.3M | 2.46% | −105,934−6.0% | Reduced |
| Macquarie Group Ltd | 2,100,796 | $230.0M | 0.28% | +10,751+0.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,148,021 | $235.2M | 0.15% | +200,220+10.3% | Added |
| FMR LLC | 3,162,803 | $346.3M | 0.02% | −621,232−16.4% | Reduced |
| BlackRock, Inc. | 5,314,050 | $581.9M | 0.01% | +248,028+4.9% | Added |
| Vanguard Group Inc | 5,800,074 | $635.1M | 0.01% | +70,820+1.2% | Added |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −179,280−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −120,437−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −69,964−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −54,020−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −29,248−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −26,983−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,064−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −15,382−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −14,633−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,694−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,587−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,097−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,059−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,895−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,979−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,841−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −9,257−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Vancity Investment Management Ltd | – | – | – | – | Not filed |