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Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding Workiva Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WK: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3165330+19
Shares47.2M731.0K47.3M+821.2K (+1.8%)
Value$5.17B$80.0M$3.59B−$1.50B (−29.5%)

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Workiva Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WK in Q1 2025
InstitutionSharesValue% of portfolio
Eminence Capital, LP855,000$64.9M1.08%
Nuveen, LLC629,106$47.8M0.01%
Silvercrest Asset Management Group LLC135,012$10.2M0.07%
Fred Alger Management, LLC111,870$8.49M0.05%
Twinbeech Capital LP104,824$7.96M0.14%
Jump Financial, LLC102,985$7.82M0.12%
SummitTX Capital, L.P.99,051$7.52M0.33%
Summit Creek Advisors LLC68,759$5.22M0.76%
Ivy Lane Capital Management, LLC62,000$4.71M2.84%
Marshall Wace, LLP57,069$4.33M0.01%
Acadian Asset Management LLC52,223$3.96M0.01%
Hillsdale Investment Management Inc.43,880$3.33M0.17%
Dark Forest Capital Management LP37,785$2.87M0.13%
Campbell & CO Investment Adviser LLC31,516$2.39M0.18%
Dynamic Technology Lab Private Ltd31,030$2.36M0.34%
Schonfeld Strategic Advisors LLC28,536$2.17M0.01%
EFG Asset Management (North America) Corp.28,371$2.15M0.36%
Universal- Beteiligungs- und Servicegesellschaft mbH25,265$1.92M0.00%
Squarepoint Ops LLC25,062$1.90M0.00%
ExodusPoint Capital Management, LP15,189$1.15M0.02%
Susquehanna Portfolio Strategies, LLC12,328$935.8K0.40%
Gsa Capital Partners LLP11,557$877.0K0.08%
Vancity Investment Management Ltd11,268$855.0K0.12%
Dimensional Fund Advisors LP10,609$805.3K0.00%
Virginia Retirement Systems Et Al10,575$802.7K0.01%
Petrus Trust Company, LTA10,012$760.0K0.07%
Quantbot Technologies LP9,678$734.7K0.02%
Fox Run Management, L.L.C.9,198$698.2K0.11%
Centiva Capital, LP8,147$618.4K0.04%
Versor Investments LP7,037$534.2K0.09%
Scientech Research LLC6,588$500.1K0.13%
Summit Global Investments6,343$481.0K0.04%
Integrated Quantitative Investments LLC6,300$478.2K0.24%
Empowered Funds, LLC5,552$421.5K0.01%
Quadrature Capital Ltd4,401$333.9K0.01%
Private Wealth Asset Management, LLC4,100$311.2K0.04%
Farringdon Capital, Ltd.3,986$302.6K0.15%
111 Capital3,888$295.1K0.06%
Inceptionr LLC3,655$277.5K0.08%
O'Shaughnessy Asset Management, LLC3,651$277.1K0.00%
Ieq Capital, LLC3,370$255.8K0.00%
Sherbrooke Park Advisers LLC3,369$255.7K0.12%
Jefferies Financial Group Inc.3,327$252.6K0.00%
Virtu Financial LLC3,166$240.0K0.01%
Qsemble Capital Management, LP3,074$233.3K0.02%
Magnetar Financial LLC2,757$209.3K0.00%
Caitong International Asset Management Co., Ltd2,704$205.3K0.15%
Brevan Howard Capital Management LP2,667$202.5K0.01%
Headlands Technologies LLC2,256$171.3K0.02%
Quest Partners LLC2,147$163.0K0.02%
Coldstream Capital Management Inc839$63.7K0.00%
Global Wealth Strategies & Associates703$53.4K0.02%
Bayforest Capital Ltd519$39.4K0.02%
Harbour Investments, Inc.509$38.6K0.00%
Simplex Trading, LLC503$38.0K0.00%
Boston Private Wealth LLC345$26.2K0.00%
Quarry LP99$7.51K0.00%
Larson Financial Group LLC44$3.34K0.00%
Private Trust Co NA26$1.97K0.00%
Global Financial Private Client, LLC24$1.82K0.00%
Stephens Consulting, LLC15$1.14K0.00%
JFS Wealth Advisors, LLC8$6080.00%
Activest Wealth Management5$3800.00%
Avion Wealth9$00.00%

Sold out (45)

Institutions that held Workiva Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WK in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
William Blair Investment Management, LLC445,628$48.8M
Point72 Asset Management, L.P.300,116$32.9M
Maverick Capital LtdSuperinvestorMaverick Capital280,017$30.7M
Engle Capital Management, L.P.186,000$20.4M
Granahan Investment Management Inc93,513$10.2M
Aristeia Capital LLC81,800$8.96M
Frontier Capital Management Co LLC78,600$8.61M
Untitled Investments LP69,841$7.65M
Castleark Management LLC62,100$6.80M
Ilmarinen Mutual Pension Insurance Co50,000$5.47M
Allspring Global Investments Holdings, LLC47,584$5.21M
Crestline Management, LP43,971$4.81M
G2 Investment Partners Management LLC21,002$2.30M
Candriam Luxembourg S.C.A.17,431$1.91M
D. E. Shaw & Co., Inc.15,511$1.70M
Semanteon Capital Management, LP13,227$1.45M
Vontobel Holding Ltd.12,185$1.33M
Main Management ETF Advisors, LLC10,680$1.17M
Moody National Bank Trust Division7,012$767.8K
Aigen Investment Management, LP4,320$473.0K
Boothbay Fund Management, LLC4,246$464.9K
CenterBook Partners LP3,528$386.3K
Entropy Technologies, LP3,427$375.3K
Cornercap Investment Counsel Inc3,382$370.3K
Blair William & Co2,744$300.5K
Baron Wealth Management LLC2,737$299.7K
We Are One Seven, LLC2,662$291.5K
Mission Wealth Management, LP2,547$278.9K
Burney Co2,427$265.8K
Oxford Financial Group Ltd2,300$251.8K
Nomura Holdings Inc2,279$249.6K
Atria Wealth Solutions, Inc.2,162$236.7K
Stonebridge Capital Advisors LLC2,125$232.7K
Beacon Pointe Advisors, LLC2,000$219.0K
Heartwood Wealth Advisors LLC2,000$219.0K
GTS Securities LLC1,936$212.0K
Truist Financial Corp1,928$211.1K
GeoWealth Management, LLC622$68.1K
Twin Tree Management, LP229$25.1K
Proequities, Inc.153$15.1K
Venturi Wealth Management, LLC123$13.5K
Elequin Capital LP89$9.75K
Exchange Traded Concepts, LLC61$6.68K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$438
Migdal Insurance & Financial Holdings Ltd.3$0

Not filed for Q1 2025 yet (5)

Institutions that held Workiva Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC588,428$64.4M
Swedbank AB100,000$10.9M
Madison Investment Advisors, LLC41,787$4.58M
Hilltop National Bank717$78.5K
Global Retirement Partners, LLC44$4.82K