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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 3,451 | $262.5K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,463 | $262.9K | 0.02% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 3,607 | $273.8K | 0.17% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,651 | $277.1K | 0.00% | +3,651 | New |
| Sonora Investment Management Group, LLC | 3,654 | $277.4K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 3,655 | $277.5K | 0.08% | +3,655 | New |
| Captrust Financial Advisors | 3,693 | $280.3K | 0.00% | −1,049−22.1% | Reduced |
| Prudential Financial Inc | 3,754 | $285.0K | 0.00% | +5+0.1% | Added |
| JustInvest LLC | 3,804 | $288.8K | 0.00% | +48+1.3% | Added |
| Xponance, Inc. | 3,850 | $292.3K | 0.00% | +241+6.7% | Added |
| 111 Capital | 3,888 | $295.1K | 0.06% | +3,888 | New |
| RIA Advisory Group LLC | 3,940 | $299.1K | 0.10% | −103−2.5% | Reduced |
| Farringdon Capital, Ltd. | 3,986 | $302.6K | 0.15% | +3,986 | New |
| Voya Financial Advisors, Inc. | 3,937 | $310.0K | 0.03% | −394−9.1% | Reduced |
| Principal Financial Group Inc | 4,084 | $310.0K | 0.00% | −231−5.4% | Reduced |
| Private Wealth Asset Management, LLC | 4,100 | $311.2K | 0.04% | +4,100 | New |
| STRS Ohio | 4,200 | $318.8K | 0.00% | −400−8.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,263 | $323.6K | 0.03% | +584+15.9% | Added |
| Atria Investments LLC | 4,336 | $329.1K | 0.00% | +212+5.1% | Added |
| Park Avenue Securities LLC | 4,374 | $332.0K | 0.00% | −187−4.1% | Reduced |
| Quadrature Capital Ltd | 4,401 | $333.9K | 0.01% | +4,401 | New |
| DC Investments Management, LLC | 4,456 | $338.3K | 0.17% | −103−2.3% | Reduced |
| Tradition Wealth Management, LLC | 4,507 | $342.1K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,513 | $342.6K | 0.00% | −783−14.8% | Reduced |
| Sage Rhino Capital LLC | 4,557 | $345.9K | 0.08% | −12−0.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,633 | $351.7K | 0.00% | −1,543−25.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $380.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 5,041 | $382.7K | 0.05% | +2,977+144.2% | Added |
| Pensionmark Financial Group, LLC | 5,134 | $389.7K | 0.01% | −10.0% | Reduced |
| Transatlantique Private Wealth LLC | 5,143 | $390.4K | 0.16% | −685−11.8% | Reduced |
| Glenmede Trust Co NA | 5,150 | $390.9K | 0.00% | −53−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,154 | $391.2K | 0.01% | −130−2.5% | Reduced |
| Quantinno Capital Management LP | 5,184 | $393.5K | 0.00% | +1,842+55.1% | Added |
| Henshaw Capital LLC | 5,526 | $419.5K | 0.02% | +713+14.8% | Added |
| Empowered Funds, LLC | 5,552 | $421.5K | 0.01% | +5,552 | New |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,741 | $436.0K | 0.00% | +281+5.1% | Added |
| Mercer Global Advisors Inc | 5,901 | $447.9K | 0.00% | +279+5.0% | Added |
| Victory Capital Management Inc | 5,972 | $453.3K | 0.00% | −43−0.7% | Reduced |
| Groupama Asset Managment | – | $472.5K | 0.01% | – | – |
| Integrated Quantitative Investments LLC | 6,300 | $478.2K | 0.24% | +6,300 | New |
| Summit Global Investments | 6,343 | $481.0K | 0.04% | +6,343 | New |
| Scientech Research LLC | 6,588 | $500.1K | 0.13% | +6,588 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,387 | $502.8K | 0.00% | −348−5.2% | Reduced |
| Legacy Bridge, LLC | 6,664 | $505.9K | 0.28% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,764 | $513.0K | 0.00% | −746−9.9% | Reduced |
| Versor Investments LP | 7,037 | $534.2K | 0.09% | +7,037 | New |
| Pictet Asset Management Holding SA | 7,506 | $569.8K | 0.00% | +319+4.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $573.0K | 0.27% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,147 | $618.4K | 0.04% | +8,147 | New |
| CWM, LLC | 8,166 | $620.0K | 0.00% | +1,754+27.4% | Added |
| Sterling Capital Management LLC | 8,463 | $642.4K | 0.01% | +8,412+16,494.1% | Added |
| Empower Advisory Group, LLC | 8,521 | $646.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,734 | $663.0K | 0.00% | +1,066+13.9% | Added |
| Bank of Montreal | 9,183 | $697.1K | 0.00% | +5,437+145.1% | Added |
| Fox Run Management, L.L.C. | 9,198 | $698.2K | 0.11% | +9,198 | New |
| KLP Kapitalforvaltning AS | 9,500 | $721.1K | 0.00% | −700−6.9% | Reduced |
| Quantbot Technologies LP | 9,678 | $734.7K | 0.02% | +9,678 | New |
| Petrus Trust Company, LTA | 10,012 | $760.0K | 0.07% | +10,012 | New |
| Talbot Financial, LLC | 10,500 | $797.1K | 0.10% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,575 | $802.7K | 0.01% | +10,575 | New |
| Dimensional Fund Advisors LP | 10,609 | $805.3K | 0.00% | +10,609 | New |
| Calamos Advisors LLC | 10,664 | $809.5K | 0.00% | −15,762−59.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,052 | $839.0K | 0.01% | +294+2.7% | Added |
| Trust Point Inc. | 11,097 | $842.4K | 0.08% | −3,151−22.1% | Reduced |
| Vancity Investment Management Ltd | 11,268 | $855.0K | 0.12% | +11,268 | New |
| CIBC World Markets Corp | 11,341 | $860.9K | 0.01% | +6,615+140.0% | Added |
| ProShare Advisors LLC | 11,444 | $868.7K | 0.00% | −3,140−21.5% | Reduced |
| Gsa Capital Partners LLP | 11,557 | $877.0K | 0.08% | +11,557 | New |
| Susquehanna Portfolio Strategies, LLC | 12,328 | $935.8K | 0.40% | +12,328 | New |
| Holocene Advisors, LP | 12,665 | $961.4K | 0.00% | −966−7.1% | Reduced |
| Occudo Quantitative Strategies LP | 12,474 | $982.1K | 0.13% | +6,283+101.5% | Added |
| SG Americas Securities, LLC | 13,038 | $990.0K | 0.00% | +3,697+39.6% | Added |
| Harbor Capital Advisors, Inc. | 13,269 | $1.01M | 0.05% | +4,209+46.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,269 | $1.01M | 0.00% | +586+4.6% | Added |
| State Board of Administration of Florida Retirement System | 13,540 | $1.03M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,670 | $1.04M | 0.00% | −1,420−9.4% | Reduced |
| Handelsbanken Fonder AB | 13,900 | $1.05M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,047 | $1.07M | 0.01% | −123−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 15,189 | $1.15M | 0.02% | +15,189 | New |
| Ensign Peak Advisors, Inc | 16,117 | $1.22M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,394 | $1.24M | 0.00% | +1,860+12.8% | Added |
| Avantax Planning Partners, Inc. | 16,640 | $1.26M | 0.04% | −1,106−6.2% | Reduced |
| Siren, L.L.C. | 17,500 | $1.33M | 0.07% | +7,500+75.0% | Added |
| Cetera Investment Advisers | 18,153 | $1.38M | 0.00% | −56−0.3% | Reduced |
| Pathstone Holdings, LLC | 18,349 | $1.39M | 0.01% | +1,277+7.5% | Added |
| Mariner, LLC | 18,350 | $1.39M | 0.00% | +4,046+28.3% | Added |
| Lazard Asset Management LLC | 18,676 | $1.42M | 0.00% | +3,103+19.9% | Added |
| Janney Montgomery Scott LLC | 19,596 | $1.49M | 0.00% | +371+1.9% | Added |
| Azzad Asset Management Inc | 19,885 | $1.51M | 0.18% | +10+0.1% | Added |
| HighTower Advisors, LLC | 19,911 | $1.51M | 0.00% | −1,850−8.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 20,923 | $1.59M | 0.03% | −17,556−45.6% | Reduced |
| US Bancorp | 21,157 | $1.61M | 0.00% | −1,027−4.6% | Reduced |
| Danske Bank A/S | 21,711 | $1.65M | 0.01% | +7,026+47.8% | Added |
| Aequim Alternative Investments LP | 22,200 | $1.69M | 0.07% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 22,231 | $1.69M | 0.47% | +639+3.0% | Added |
| State of New Jersey Common Pension Fund D | 23,027 | $1.75M | 0.01% | −253−1.1% | Reduced |
| Creative Planning | 23,413 | $1.78M | 0.00% | +2,609+12.5% | Added |
| Janus Henderson Group PLC | 22,753 | $1.79M | 0.00% | −191,155−89.4% | Reduced |
| CIBC Private Wealth Group, LLC | 29,203 | $1.81M | 0.00% | −8,914−23.4% | Reduced |