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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 5 | $0 | 0.00% | +4+400.0% | Added |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 1 | $76 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $152 | 0.00% | +1+100.0% | Added |
| IFP Advisors, Inc | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $380 | 0.00% | +5 | New |
| Bokf, NA | 8 | $607 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $608 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 12 | $911 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | −8−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Assetmark, Inc | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 24 | $1.82K | 0.00% | +24 | New |
| Private Trust Co NA | 26 | $1.97K | 0.00% | +26 | New |
| Quadrant Capital Group LLC | 28 | $2.13K | 0.00% | −13−31.7% | Reduced |
| Massmutual Trust Co FSB | 31 | $2.35K | 0.00% | +25+416.7% | Added |
| SBI Securities Co., Ltd. | 32 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 32 | $2.43K | 0.00% | +4+14.3% | Added |
| Central Trust Co | 32 | $2.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $2.66K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 43 | $3.26K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 44 | $3.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 44 | $3.34K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 51 | $3.57K | 0.00% | +9+21.4% | Added |
| Iron Horse Wealth Management, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $4.05K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $4.25K | 0.00% | +35+166.7% | Added |
| Grove Bank & Trust | 62 | $4.71K | 0.00% | +60+3,000.0% | Added |
| Rothschild Investment LLC | 65 | $4.93K | 0.00% | +10+18.2% | Added |
| Financial Network Wealth Advisors LLC | 68 | $5.16K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 71 | $5.39K | 0.00% | +59+491.7% | Added |
| EverSource Wealth Advisors, LLC | 86 | $6.53K | 0.00% | −799−90.3% | Reduced |
| Amundi | 99 | $6.86K | 0.00% | +28+39.4% | Added |
| Quarry LP | 99 | $7.51K | 0.00% | +99 | New |
| Parallel Advisors, LLC | 103 | $7.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 118 | $8.57K | 0.00% | +17+16.8% | Added |
| Jones Financial Companies LLLP | 112 | $8.82K | 0.00% | +66+143.5% | Added |
| Rise Advisors, LLC | 117 | $8.88K | 0.00% | −29−19.9% | Reduced |
| Colonial Trust Co | 169 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 176 | $13.4K | 0.00% | +130+282.6% | Added |
| Huntington National Bank | 205 | $15.6K | 0.00% | +34+19.9% | Added |
| Versant Capital Management, Inc | 219 | $16.6K | 0.00% | +101+85.6% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 278 | $21.1K | 0.00% | +31+12.6% | Added |
| V-Square Quantitative Management LLC | 341 | $25.9K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 345 | $26.2K | 0.00% | +345 | New |
| Farther Finance Advisors, LLC | 411 | $31.3K | 0.00% | +360+705.9% | Added |
| Covestor Ltd | 448 | $34.0K | 0.02% | +353+371.6% | Added |
| First Horizon Advisors, Inc. | 497 | $37.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $38.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 503 | $38.0K | 0.00% | +503 | New |
| Harbour Investments, Inc. | 509 | $38.6K | 0.00% | +509 | New |
| Bayforest Capital Ltd | 519 | $39.4K | 0.02% | +519 | New |
| Bessemer Group Inc | 567 | $43.0K | 0.00% | +296+109.2% | Added |
| Johnson Financial Group, Inc. | 599 | $45.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 645 | $49.0K | 0.00% | −8−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 652 | $49.5K | 0.00% | −8,952−93.2% | Reduced |
| Global Wealth Strategies & Associates | 703 | $53.4K | 0.02% | +703 | New |
| Park Place Capital Corp | 796 | $60.4K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 839 | $63.7K | 0.00% | +839 | New |
| Smartleaf Asset Management LLC | 864 | $68.0K | 0.01% | −36−4.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,070 | $81.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,094 | $83.0K | 0.00% | +297+37.3% | Added |
| Advisors Asset Management, Inc. | 1,139 | $86.5K | 0.00% | +71+6.6% | Added |
| Nisa Investment Advisors, LLC | 1,393 | $105.7K | 0.00% | −59−4.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,434 | $108.9K | 0.01% | −1,472−50.7% | Reduced |
| Fifth Third Bancorp | 1,688 | $128.1K | 0.00% | −1−0.1% | Reduced |
| Shell Asset Management Co | 1,705 | $129.0K | 0.01% | −74−4.2% | Reduced |
| Amalgamated Bank | 1,752 | $133.0K | 0.00% | +6+0.3% | Added |
| Paladin Advisory Group, LLC | 1,857 | $141.0K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 1,890 | $143.5K | 0.02% | +76+4.2% | Added |
| Canada Pension Plan Investment Board | 1,900 | $144.2K | 0.00% | −42,800−95.7% | Reduced |
| Quest Partners LLC | 2,147 | $163.0K | 0.02% | +2,147 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,149 | $163.1K | 0.00% | −241−10.1% | Reduced |
| Headlands Technologies LLC | 2,256 | $171.3K | 0.02% | +2,256 | New |
| KBC Group NV | 2,342 | $178.0K | 0.00% | +372+18.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,419 | $183.6K | 0.00% | −10−0.4% | Reduced |
| Cerity Partners LLC | 2,641 | $200.5K | 0.00% | −311−10.5% | Reduced |
| Brevan Howard Capital Management LP | 2,667 | $202.5K | 0.01% | +2,667 | New |
| Caitong International Asset Management Co., Ltd | 2,704 | $205.3K | 0.15% | +2,704 | New |
| Magnetar Financial LLC | 2,757 | $209.3K | 0.00% | +2,757 | New |
| Vident Advisory, LLC | 2,796 | $212.2K | 0.00% | +604+27.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,825 | $214.4K | 0.00% | +225+8.7% | Added |
| Parkside Financial Bank & Trust | 2,854 | $216.6K | 0.03% | +80+2.9% | Added |
| Avantax Advisory Services, Inc. | 2,867 | $217.6K | 0.00% | +846+41.9% | Added |
| Wealth Alliance | 2,886 | $219.1K | 0.03% | +91+3.3% | Added |
| Capital Wealth Planning, LLC | 3,000 | $227.7K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,042 | $230.9K | 0.01% | +4+0.1% | Added |
| Qsemble Capital Management, LP | 3,074 | $233.3K | 0.02% | +3,074 | New |
| Virtu Financial LLC | 3,166 | $240.0K | 0.01% | +3,166 | New |
| Mackenzie Financial Corp | 3,265 | $247.8K | 0.00% | −17−0.5% | Reduced |
| Franklin Resources Inc | 3,266 | $247.9K | 0.00% | +297+10.0% | Added |
| Benjamin Edwards Inc | 3,268 | $248.1K | 0.00% | −39−1.2% | Reduced |
| Jefferies Financial Group Inc. | 3,327 | $252.6K | 0.00% | +3,327 | New |
| Sherbrooke Park Advisers LLC | 3,369 | $255.7K | 0.12% | +3,369 | New |
| Ieq Capital, LLC | 3,370 | $255.8K | 0.00% | +3,370 | New |