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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 4,124 | $451.6K | 0.01% | −443−9.7% | Reduced |
| RIA Advisory Group LLC | 4,043 | $442.7K | 0.15% | −103−2.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | +3,940 | New |
| JustInvest LLC | 3,756 | $411.3K | 0.01% | −35−0.9% | Reduced |
| Prudential Financial Inc | 3,749 | $410.5K | 0.00% | −606−13.9% | Reduced |
| Bank of Montreal | 3,746 | $410.2K | 0.00% | −209−5.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,679 | $402.9K | 0.03% | −6−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 3,654 | $400.1K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 3,609 | $395.2K | 0.00% | +308+9.3% | Added |
| Inlight Wealth Management, LLC | 3,607 | $395.0K | 0.26% | +3,607 | New |
| CenterBook Partners LP | 3,528 | $386.3K | 0.02% | −3,455−49.5% | Reduced |
| Hardy Reed LLC | 3,463 | $379.2K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,451 | $377.9K | 0.03% | −68,851−95.2% | Reduced |
| Entropy Technologies, LP | 3,427 | $375.3K | 0.04% | −1,600−31.8% | Reduced |
| Cornercap Investment Counsel Inc | 3,382 | $370.3K | 0.12% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,342 | $365.9K | 0.00% | +720+27.5% | Added |
| Benjamin Edwards Inc | 3,307 | $362.1K | 0.01% | +60+1.8% | Added |
| Mackenzie Financial Corp | 3,282 | $359.4K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,038 | $332.7K | 0.01% | −976−24.3% | Reduced |
| Capital Wealth Planning, LLC | 3,000 | $328.5K | 0.00% | +3,000 | New |
| Franklin Resources Inc | 2,969 | $325.1K | 0.00% | +240+8.8% | Added |
| Icon Wealth Advisors, LLC | 2,906 | $318.2K | 0.03% | −214−6.9% | Reduced |
| Wealth Alliance | 2,795 | $306.1K | 0.04% | −39−1.4% | Reduced |
| Parkside Financial Bank & Trust | 2,774 | $303.8K | 0.04% | −303−9.8% | Reduced |
| Blair William & Co | 2,744 | $300.5K | 0.00% | −161−5.5% | Reduced |
| Baron Wealth Management LLC | 2,737 | $299.7K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,662 | $291.5K | 0.01% | +2,662 | New |
| Skandinaviska Enskilda Banken AB (publ) | 2,600 | $285.6K | 0.00% | +2,600 | New |
| Mission Wealth Management, LP | 2,547 | $278.9K | 0.01% | +2,547 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,390 | $266.1K | 0.00% | +423+21.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,429 | $266.0K | 0.00% | +18+0.7% | Added |
| Burney Co | 2,427 | $265.8K | 0.01% | −2,229−47.9% | Reduced |
| Oxford Financial Group Ltd | 2,300 | $251.8K | 0.02% | +2,300 | New |
| Nomura Holdings Inc | 2,279 | $249.6K | 0.00% | +2,279 | New |
| Cerity Partners LLC | 2,952 | $242.9K | 0.00% | −772−20.7% | Reduced |
| Vident Advisory, LLC | 2,192 | $240.0K | 0.00% | +2,192 | New |
| Atria Wealth Solutions, Inc. | 2,162 | $236.7K | 0.00% | +2,162 | New |
| Stonebridge Capital Advisors LLC | 2,125 | $232.7K | 0.02% | +2,125 | New |
| Legato Capital Management LLC | 2,064 | $226.0K | 0.03% | +2,064 | New |
| Abacus Planning Group, Inc. | 2,030 | $222.3K | 0.04% | +2,030 | New |
| Avantax Advisory Services, Inc. | 2,021 | $221.3K | 0.00% | +2,021 | New |
| 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 |
| KBC Group NV | 1,970 | $216.0K | 0.00% | +390+24.7% | Added |
| GTS Securities LLC | 1,936 | $212.0K | 0.01% | +1,936 | New |
| Truist Financial Corp | 1,928 | $211.1K | 0.00% | +1,928 | New |
| Paladin Advisory Group, LLC | 1,857 | $203.3K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 1,814 | $198.6K | 0.03% | +106+6.2% | Added |
| Shell Asset Management Co | 1,779 | $195.0K | 0.01% | −7−0.4% | Reduced |
| Amalgamated Bank | 1,746 | $191.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,689 | $184.9K | 0.00% | −46−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,452 | $159.0K | 0.00% | +116+8.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,070 | $117.2K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,068 | $116.9K | 0.00% | +66+6.6% | Added |
| Smartleaf Asset Management LLC | 900 | $98.8K | 0.01% | −31−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 885 | $96.9K | 0.01% | +879+14,650.0% | Added |
| Tower Research Capital LLC (TRC) | 797 | $87.3K | 0.00% | −5,555−87.5% | Reduced |
| Park Place Capital Corp | 796 | $87.2K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 717 | $78.5K | 0.02% | −58−7.5% | Reduced |
| Signaturefd, LLC | 653 | $71.5K | 0.00% | −8−1.2% | Reduced |
| GeoWealth Management, LLC | 622 | $68.1K | 0.00% | +602+3,010.0% | Added |
| Johnson Financial Group, Inc. | 599 | $58.8K | 0.00% | +599 | New |
| Abound Wealth Management | 500 | $54.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 497 | $54.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 341 | $37.3K | 0.01% | −8−2.3% | Reduced |
| Bessemer Group Inc | 271 | $30.0K | 0.00% | −902−76.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 250 | $27.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 247 | $27.0K | 0.00% | +70+39.5% | Added |
| Twin Tree Management, LP | 229 | $25.1K | 0.00% | +229 | New |
| Huntington National Bank | 171 | $18.7K | 0.00% | −18−9.5% | Reduced |
| Colonial Trust Co | 169 | $18.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 146 | $16.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 153 | $15.1K | 0.00% | +20+15.0% | Added |
| Venturi Wealth Management, LLC | 123 | $13.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 118 | $12.9K | 0.00% | +118 | New |
| Parallel Advisors, LLC | 103 | $11.3K | 0.00% | −6−5.5% | Reduced |
| Covestor Ltd | 95 | $10.0K | 0.01% | −64−40.3% | Reduced |
| Allworth Financial LP | 101 | $9.99K | 0.00% | +4+4.1% | Added |
| Elequin Capital LP | 89 | $9.75K | 0.00% | +38+74.5% | Added |
| Amundi | 71 | $7.88K | 0.00% | +71 | New |
| Financial Network Wealth Advisors LLC | 68 | $7.45K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 61 | $6.68K | 0.00% | +61 | New |
| Rothschild Investment LLC | 55 | $6.02K | 0.00% | +5+10.0% | Added |
| 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 |
| Iron Horse Wealth Management, LLC | 50 | $5.47K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 46 | $5.04K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $5.04K | 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 |
| Sunbelt Securities, Inc. | 43 | $4.72K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 41 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $4.10K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $4.05K | 0.00% | +13+54.2% | Added |
| Salem Investment Counselors Inc | 35 | $3.83K | 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 |
| Bryn Mawr Trust Co | 28 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.41K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $2.30K | 0.00% | 00.0% | Unchanged |