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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 45,529 | $4.99M | 0.01% | −9,346−17.0% | Reduced |
| Canada Pension Plan Investment Board | 44,700 | $4.89M | 0.00% | +43,400+3,338.5% | Added |
| Susquehanna International Group, LLP | 44,097 | $4.83M | 0.01% | +34,413+355.4% | Added |
| Crestline Management, LP | 43,971 | $4.81M | 0.17% | +170.0% | Added |
| Stifel Financial Corp | 42,732 | $4.68M | 0.00% | −136−0.3% | Reduced |
| Two Sigma Advisers, LP | 42,200 | $4.62M | 0.01% | +25,700+155.8% | Added |
| 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 |
| Resources Investment Advisors, LLC. | 39,009 | $4.27M | 0.05% | −1,098−2.7% | Reduced |
| CIBC Private Wealth Group, LLC | 38,117 | $4.23M | 0.01% | −15,214−28.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 38,479 | $4.21M | 0.07% | +38,479 | New |
| Ci Investments Inc. | 32,248 | $3.53M | 0.01% | +1,289+4.2% | Added |
| Federated Hermes, Inc. | 31,564 | $3.46M | 0.01% | −26,555−45.7% | Reduced |
| MetLife Investment Management | 30,413 | $3.33M | 0.02% | +1,281+4.4% | Added |
| Manufacturers Life Insurance Company, The | 29,231 | $3.20M | 0.00% | −607−2.0% | Reduced |
| Wells Fargo & Company | 27,683 | $3.03M | 0.00% | +8,170+41.9% | Added |
| Dorsey & Whitney Trust CO LLC | 27,170 | $2.98M | 0.16% | +383+1.4% | Added |
| Calamos Advisors LLC | 26,426 | $2.89M | 0.01% | +26,426 | New |
| Corebridge Financial, Inc. | 25,111 | $2.75M | 0.01% | −1,895−7.0% | Reduced |
| State of New Jersey Common Pension Fund D | 23,280 | $2.55M | 0.01% | −1,376−5.6% | Reduced |
| Aequim Alternative Investments LP | 22,200 | $2.43M | 0.08% | +22,200 | New |
| US Bancorp | 22,184 | $2.43M | 0.00% | −1,247−5.3% | Reduced |
| HighTower Advisors, LLC | 21,761 | $2.38M | 0.00% | −1,017−4.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 21,592 | $2.36M | 0.59% | −1,365−5.9% | Reduced |
| G2 Investment Partners Management LLC | 21,002 | $2.30M | 0.59% | +21,002 | New |
| Creative Planning | 20,804 | $2.28M | 0.00% | +8,875+74.4% | Added |
| Knights of Columbus Asset Advisors LLC | 20,163 | $2.21M | 0.15% | −11,261−35.8% | Reduced |
| Azzad Asset Management Inc | 19,875 | $2.18M | 0.42% | −45−0.2% | Reduced |
| HSBC Holdings PLC | 19,397 | $2.12M | 0.00% | −10,471−35.1% | Reduced |
| Intech Investment Management LLC | 19,252 | $2.11M | 0.02% | +8,352+76.6% | Added |
| Janney Montgomery Scott LLC | 19,225 | $2.10M | 0.01% | −373−1.9% | Reduced |
| Cetera Investment Advisers | 18,209 | $1.99M | 0.00% | −414−2.2% | Reduced |
| Avantax Planning Partners, Inc. | 17,746 | $1.94M | 0.07% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 17,478 | $1.91M | 0.17% | +17,478 | New |
| Candriam Luxembourg S.C.A. | 17,431 | $1.91M | 0.01% | +17,431 | New |
| Pathstone Holdings, LLC | 17,072 | $1.87M | 0.01% | +114+0.7% | Added |
| Los Angeles Capital Management LLC | 16,999 | $1.86M | 0.01% | +890+5.5% | Added |
| Ensign Peak Advisors, Inc | 16,117 | $1.76M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15,573 | $1.71M | 0.00% | +15,423+10,282.0% | Added |
| D. E. Shaw & Co., Inc. | 15,511 | $1.70M | 0.00% | −102,562−86.9% | Reduced |
| Voya Investment Management LLC | 15,090 | $1.65M | 0.00% | −1,427−8.6% | Reduced |
| Danske Bank A/S | 14,685 | $1.61M | 0.00% | +14,285+3,571.3% | Added |
| ProShare Advisors LLC | 14,584 | $1.60M | 0.00% | −5,254−26.5% | Reduced |
| LPL Financial LLC | 14,534 | $1.59M | 0.00% | +527+3.8% | Added |
| Mariner, LLC | 14,304 | $1.57M | 0.00% | +21+0.1% | Added |
| Trust Point Inc. | 14,248 | $1.56M | 0.11% | −1,841−11.4% | Reduced |
| Arizona State Retirement System | 14,170 | $1.55M | 0.01% | +224+1.6% | Added |
| Handelsbanken Fonder AB | 13,900 | $1.52M | 0.01% | −1,100−7.3% | Reduced |
| Holocene Advisors, LP | 13,631 | $1.49M | 0.00% | −21,160−60.8% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $1.48M | 0.00% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 13,227 | $1.45M | 0.78% | +13,227 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,683 | $1.39M | 0.00% | +2,127+20.1% | Added |
| Vontobel Holding Ltd. | 12,185 | $1.33M | 0.00% | −3,909−24.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,758 | $1.18M | 0.01% | +10,758 | New |
| Verition Fund Management LLC | 10,683 | $1.17M | 0.01% | −9,778−47.8% | Reduced |
| Main Management ETF Advisors, LLC | 10,680 | $1.17M | 0.05% | −960−8.2% | Reduced |
| Talbot Financial, LLC | 10,500 | $1.15M | 0.14% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,200 | $1.12M | 0.01% | +10,200 | New |
| Siren, L.L.C. | 10,000 | $1.09M | 0.05% | +10,000 | New |
| Advisor Group Holdings, Inc. | 9,604 | $1.03M | 0.00% | +8,862+1,194.3% | Added |
| SG Americas Securities, LLC | 9,341 | $1.02M | 0.00% | +5,475+141.6% | Added |
| Harbor Capital Advisors, Inc. | 9,060 | $992.0K | 0.04% | +537+6.3% | Added |
| Woodline Partners LP | 8,619 | $943.8K | 0.01% | −98,172−91.9% | Reduced |
| Empower Advisory Group, LLC | 8,521 | $933.0K | 0.00% | −11−0.1% | Reduced |
| Aquatic Capital Management LLC | 8,324 | $911.5K | 0.02% | −3,519−29.7% | Reduced |
| Teacher Retirement System of Texas | 7,668 | $840.0K | 0.00% | +1,761+29.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $827.0K | 0.32% | +7,560 | New |
| Commonwealth Equity Services, LLC | 7,510 | $822.0K | 0.00% | +896+13.5% | Added |
| Pictet Asset Management Holding SA | 7,187 | $787.0K | 0.00% | +785+12.3% | Added |
| Moody National Bank Trust Division | 7,012 | $767.8K | 0.08% | −1,406−16.7% | Reduced |
| HRT Financial LP | 6,914 | $757.0K | 0.00% | +6,914 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,735 | $748.5K | 0.00% | −3,351−33.2% | Reduced |
| Legacy Bridge, LLC | 6,664 | $729.7K | 0.38% | −1,790−21.2% | Reduced |
| CWM, LLC | 6,412 | $702.0K | 0.00% | +117+1.9% | Added |
| Jane Street Group, LLC | 6,383 | $698.9K | 0.00% | −30,523−82.7% | Reduced |
| XTX Topco Ltd | 6,305 | $690.4K | 0.06% | +6,305 | New |
| Occudo Quantitative Strategies LP | 6,191 | $677.9K | 0.12% | +2,065+50.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,176 | $676.3K | 0.00% | −346−5.3% | Reduced |
| Victory Capital Management Inc | 6,015 | $658.6K | 0.00% | −180−2.9% | Reduced |
| Transatlantique Private Wealth LLC | 5,828 | $638.2K | 0.24% | +1,060+22.2% | Added |
| Mercer Global Advisors Inc | 5,622 | $615.6K | 0.00% | +10+0.2% | Added |
| MML Investors Services, LLC | 5,460 | $598.0K | 0.00% | +77+1.4% | Added |
| The PNC Financial Services Group, Inc. | 5,296 | $579.9K | 0.00% | +267+5.3% | Added |
| Ameritas Investment Partners, Inc. | 5,284 | $578.6K | 0.02% | +260+5.2% | Added |
| Glenmede Trust Co NA | 5,203 | $569.7K | 0.00% | −365−6.6% | Reduced |
| Pensionmark Financial Group, LLC | 5,135 | $562.3K | 0.02% | +135+2.7% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $548.0K | 0.00% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $534.8K | 0.01% | – | – |
| Henshaw Capital LLC | 4,813 | $527.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,742 | $519.2K | 0.00% | −6,488−57.8% | Reduced |
| CIBC World Markets Corp | 4,726 | $517.5K | 0.00% | +4,726 | New |
| STRS Ohio | 4,600 | $503.7K | 0.00% | +1,500+48.4% | Added |
| Sage Rhino Capital LLC | 4,569 | $500.3K | 0.11% | +19+0.4% | Added |
| DC Investments Management, LLC | 4,559 | $499.2K | 0.33% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,561 | $499.0K | 0.01% | +198+4.5% | Added |
| Tradition Wealth Management, LLC | 4,507 | $493.5K | 0.04% | −257−5.4% | Reduced |
| Voya Financial Advisors, Inc. | 4,331 | $475.7K | 0.05% | −315−6.8% | Reduced |
| Aigen Investment Management, LP | 4,320 | $473.0K | 0.08% | −10,003−69.8% | Reduced |
| Principal Financial Group Inc | 4,315 | $472.5K | 0.00% | −376−8.0% | Reduced |
| Boothbay Fund Management, LLC | 4,246 | $464.9K | 0.01% | +4,246 | New |