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, Q1 2025
Institutional positions in Workiva Inc as of Mar 31, 2025. 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
- 330
- +19 vs. Q4 2024
- Shares held
- 47.3M
- +821.2K (+1.8%) vs. Q4 2024
- Total value
- $3.59B
- −$1.50B (−29.5%) vs. Q4 2024
- New holders
- 64
- 123 more added
- Sold out
- 45
- 97 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,942,371 | $451.1M | 0.01% | +142,297+2.5% | Added |
| BlackRock, Inc. | 5,251,856 | $398.7M | 0.01% | −62,194−1.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,834,723 | $215.2M | 0.14% | +686,702+32.0% | Added |
| FMR LLC | 2,732,039 | $207.4M | 0.01% | −430,764−13.6% | Reduced |
| Riverbridge Partners LLC | 1,536,450 | $116.6M | 1.87% | −109,875−6.7% | Reduced |
| Macquarie Group Ltd | 1,489,785 | $113.1M | 0.14% | −611,011−29.1% | Reduced |
| State Street Corp | 1,309,232 | $99.4M | 0.00% | −7,976−0.6% | Reduced |
| Geode Capital Management, LLC | 1,203,052 | $91.3M | 0.01% | +57,239+5.0% | Added |
| Conestoga Capital Advisors, LLC | 1,179,179 | $89.5M | 1.35% | +14,160+1.2% | Added |
| First Trust Advisors LP | 960,674 | $72.9M | 0.06% | +136,455+16.6% | Added |
| Nordea Investment Management AB | 935,296 | $70.3M | 0.07% | +391,543+72.0% | Added |
| Eminence Capital, LP | 855,000 | $64.9M | 1.08% | +855,000 | New |
| Loomis Sayles & Co L P | 797,183 | $60.5M | 0.09% | −17,399−2.1% | Reduced |
| Alliancebernstein L.P. | 780,130 | $59.2M | 0.02% | +719,062+1,177.5% | Added |
| Mairs & Power Inc | 738,824 | $56.1M | 0.58% | +4,794+0.7% | Added |
| Brown Capital Management LLC | 695,479 | $52.8M | 1.59% | −76,483−9.9% | Reduced |
| Artisan Partners Limited Partnership | 658,523 | $50.0M | 0.08% | +73,822+12.6% | Added |
| Nuveen, LLC | 629,106 | $47.8M | 0.01% | +629,106 | New |
| Arrowstreet Capital, Limited Partnership | 620,704 | $47.1M | 0.04% | +151,727+32.4% | Added |
| Invesco Ltd. | 612,138 | $46.5M | 0.01% | +136,475+28.7% | Added |
| Northern Trust Corp | 592,637 | $45.0M | 0.01% | −3,829−0.6% | Reduced |
| Norges Bank | 587,735 | $44.6M | 0.01% | +42,746+7.8% | Added |
| JPMorgan Chase & Co | 546,341 | $41.5M | 0.00% | −630,056−53.6% | Reduced |
| Ameriprise Financial Inc | 513,145 | $39.0M | 0.01% | −499,449−49.3% | Reduced |
| Bank of America Corp | 476,466 | $36.2M | 0.00% | +48,937+11.4% | Added |
| TimesSquare Capital Management, LLC | 472,851 | $35.9M | 0.58% | −87,110−15.6% | Reduced |
| Renaissance Technologies LLC | 461,011 | $35.0M | 0.05% | +46,500+11.2% | Added |
| UBS Group AG | 451,495 | $34.3M | 0.01% | −82,309−15.4% | Reduced |
| Charles Schwab Investment Management Inc | 430,462 | $32.7M | 0.01% | +3,057+0.7% | Added |
| New York State Common Retirement Fund | 358,687 | $27.2M | 0.04% | +28,612+8.7% | Added |
| Goldman Sachs Group Inc | 342,782 | $26.0M | 0.00% | −70,143−17.0% | Reduced |
| Woodline Partners LP | 300,513 | $22.8M | 0.15% | +291,894+3,386.6% | Added |
| Two Sigma Investments, LP | 296,108 | $22.5M | 0.05% | +183,679+163.4% | Added |
| Bank of New York Mellon Corp | 288,404 | $21.9M | 0.00% | −4,692−1.6% | Reduced |
| Balyasny Asset Management LLC | 277,164 | $21.0M | 0.05% | +88,746+47.1% | Added |
| Standard Life Aberdeen plc | 252,639 | $19.2M | 0.04% | +23,659+10.3% | Added |
| Millennium Management LLC | 237,746 | $18.0M | 0.02% | +73,266+44.5% | Added |
| Ranger Investment Management, L.P. | 235,545 | $17.9M | 1.28% | −264,618−52.9% | Reduced |
| Morgan Stanley | 216,647 | $16.4M | 0.00% | −51,751−19.3% | Reduced |
| Tensile Capital Management LP | 215,269 | $16.3M | 2.08% | −23,052−9.7% | Reduced |
| SEI Investments Co | 183,749 | $13.9M | 0.02% | −22,135−10.8% | Reduced |
| Assenagon Asset Management S.A. | 181,898 | $13.8M | 0.02% | +47,879+35.7% | Added |
| Qube Research & Technologies Ltd | 178,336 | $13.5M | 0.02% | +89,033+99.7% | Added |
| UBS Asset Management Americas Inc | 176,880 | $13.4M | 0.00% | −4,598−2.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 174,625 | $13.3M | 0.03% | +2,423+1.4% | Added |
| Two Sigma Advisers, LP | 174,300 | $13.2M | 0.03% | +132,100+313.0% | Added |
| Envestnet Asset Management Inc | 173,141 | $13.1M | 0.00% | −12,493−6.7% | Reduced |
| Trexquant Investment LP | 171,308 | $13.0M | 0.15% | +83,880+95.9% | Added |
| Citadel Advisors LLC | 158,980 | $12.1M | 0.01% | +109,131+218.9% | Added |
| Thrivent Financial for Lutherans | 157,363 | $11.9M | 0.03% | −60,318−27.7% | Reduced |
| LMR Partners LLP | 151,500 | $11.5M | 0.23% | +4,000+2.7% | Added |
| Silvercrest Asset Management Group LLC | 135,012 | $10.2M | 0.07% | +135,012 | New |
| AXA S.A. | 134,049 | $10.2M | 0.03% | +43,004+47.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 131,092 | $9.95M | 0.04% | +23,757+22.1% | Added |
| Jane Street Group, LLC | 125,247 | $9.51M | 0.02% | +118,864+1,862.2% | Added |
| Impax Asset Management Group plc | 113,586 | $8.62M | 0.05% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 111,870 | $8.49M | 0.05% | +111,870 | New |
| Kopp Family Office, LLC | 111,328 | $8.45M | 5.84% | −260−0.2% | Reduced |
| State of Wisconsin Investment Board | 110,723 | $8.40M | 0.02% | +6,509+6.2% | Added |
| Russell Investments Group, Ltd. | 109,681 | $8.33M | 0.01% | +23,322+27.0% | Added |
| Twinbeech Capital LP | 104,824 | $7.96M | 0.14% | +104,824 | New |
| Comerica Bank | 104,277 | $7.92M | 0.03% | +15,147+17.0% | Added |
| Jump Financial, LLC | 102,985 | $7.82M | 0.12% | +102,985 | New |
| Jacobs Levy Equity Management, Inc | 102,133 | $7.75M | 0.03% | −3,322−3.2% | Reduced |
| Susquehanna International Group, LLP | 101,956 | $7.74M | 0.01% | +57,859+131.2% | Added |
| SummitTX Capital, L.P. | 99,051 | $7.52M | 0.33% | +99,051 | New |
| Swiss National Bank | 94,921 | $7.21M | 0.01% | −1,100−1.1% | Reduced |
| Royal Bank of Canada | 92,933 | $7.05M | 0.00% | +1,754+1.9% | Added |
| Barclays PLC | 90,149 | $6.84M | 0.00% | −25,826−22.3% | Reduced |
| Deutsche Bank AG | 85,566 | $6.50M | 0.00% | −298,941−77.7% | Reduced |
| Polar Asset Management Partners Inc. | 85,375 | $6.48M | 0.21% | +32,175+60.5% | Added |
| Jain Global LLC | 85,300 | $6.48M | 0.13% | −130,098−60.4% | Reduced |
| AQR Capital Management LLC | 84,900 | $6.44M | 0.01% | +39,371+86.5% | Added |
| California Public Employees Retirement System | 81,855 | $6.21M | 0.00% | −114,004−58.2% | Reduced |
| BNP Paribas Arbitrage, SA | 80,533 | $6.11M | 0.00% | +21,680+36.8% | Added |
| Mutual of America Capital Management LLC | 77,284 | $5.87M | 0.07% | +6,344+8.9% | Added |
| EULAV Asset Management | 76,400 | $5.80M | 0.14% | 00.0% | Unchanged |
| Rhumbline Advisers | 74,495 | $5.65M | 0.01% | +2,921+4.1% | Added |
| Nicholas Company, Inc. | 74,031 | $5.62M | 0.10% | −250.0% | Reduced |
| Ingalls & Snyder LLC | 73,217 | $5.56M | 0.18% | +398+0.5% | Added |
| Great West Life Assurance Co | 73,126 | $5.55M | 0.01% | +9,249+14.5% | Added |
| Oppenheimer Asset Management Inc. | 71,717 | $5.44M | 0.07% | −1,514−2.1% | Reduced |
| Summit Creek Advisors LLC | 68,759 | $5.22M | 0.76% | +68,759 | New |
| King Luther Capital Management Corp | 68,335 | $5.19M | 0.02% | −2,025−2.9% | Reduced |
| Verition Fund Management LLC | 65,374 | $4.96M | 0.03% | +54,691+511.9% | Added |
| Aquatic Capital Management LLC | 62,403 | $4.74M | 0.12% | +54,079+649.7% | Added |
| Ivy Lane Capital Management, LLC | 62,000 | $4.71M | 2.84% | +62,000 | New |
| Madison Asset Management, LLC | 58,261 | $4.42M | 0.05% | +16,474+39.4% | Added |
| Advantage Alpha Capital Partners LP | 56,523 | $4.40M | 1.08% | +10,953+24.0% | Added |
| Marshall Wace, LLP | 57,069 | $4.33M | 0.01% | +57,069 | New |
| Orser Capital Management, LLC | 56,462 | $4.29M | 3.42% | +2,804+5.2% | Added |
| Engineers Gate Manager LP | 55,715 | $4.23M | 0.07% | −21,938−28.3% | Reduced |
| Legal & General Group Plc | 54,158 | $4.11M | 0.00% | +985+1.9% | Added |
| Abacus Planning Group, Inc. | 52,954 | $4.02M | 0.70% | +50,924+2,508.6% | Added |
| Citigroup Inc | 52,831 | $4.01M | 0.00% | −46,428−46.8% | Reduced |
| Raymond James Financial Inc | 52,534 | $3.99M | 0.00% | −54−0.1% | Reduced |
| Acadian Asset Management LLC | 52,223 | $3.96M | 0.01% | +52,223 | New |
| Voloridge Investment Management, LLC | 48,526 | $3.68M | 0.01% | −16,270−25.1% | Reduced |
| Alamar Capital Management, LLC | 47,712 | $3.62M | 2.15% | −533−1.1% | Reduced |
| TD Asset Management Inc | 45,974 | $3.49M | 0.00% | −5,112−10.0% | Reduced |