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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 24,337 | $1.85M | 0.00% | −7,227−22.9% | Reduced |
| Corebridge Financial, Inc. | 25,038 | $1.90M | 0.01% | −73−0.3% | Reduced |
| Squarepoint Ops LLC | 25,062 | $1.90M | 0.00% | +25,062 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,265 | $1.92M | 0.00% | +25,265 | New |
| XTX Topco Ltd | 25,562 | $1.94M | 0.10% | +19,257+305.4% | Added |
| HSBC Holdings PLC | 25,977 | $1.96M | 0.00% | +6,580+33.9% | Added |
| HRT Financial LP | 26,298 | $2.00M | 0.01% | +19,384+280.4% | Added |
| Dorsey & Whitney Trust CO LLC | 27,239 | $2.07M | 0.12% | +69+0.3% | Added |
| Intech Investment Management LLC | 28,118 | $2.13M | 0.02% | +8,866+46.1% | Added |
| Knights of Columbus Asset Advisors LLC | 28,163 | $2.14M | 0.15% | +8,000+39.7% | Added |
| EFG Asset Management (North America) Corp. | 28,371 | $2.15M | 0.36% | +28,371 | New |
| Schonfeld Strategic Advisors LLC | 28,536 | $2.17M | 0.01% | +28,536 | New |
| Manufacturers Life Insurance Company, The | 29,942 | $2.27M | 0.00% | +711+2.4% | Added |
| MetLife Investment Management | 29,979 | $2.28M | 0.01% | −434−1.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 31,030 | $2.36M | 0.34% | +31,030 | New |
| Los Angeles Capital Management LLC | 31,184 | $2.37M | 0.01% | +14,185+83.4% | Added |
| Campbell & CO Investment Adviser LLC | 31,516 | $2.39M | 0.18% | +31,516 | New |
| Ci Investments Inc. | 31,614 | $2.40M | 0.01% | −634−2.0% | Reduced |
| Man Group plc | 33,698 | $2.56M | 0.01% | −22,091−39.6% | Reduced |
| Resources Investment Advisors, LLC. | 36,080 | $2.74M | 0.03% | −2,929−7.5% | Reduced |
| Wells Fargo & Company | 36,980 | $2.81M | 0.00% | +9,297+33.6% | Added |
| Dark Forest Capital Management LP | 37,785 | $2.87M | 0.13% | +37,785 | New |
| Brown Advisory Inc | 40,160 | $3.05M | 0.00% | −332,097−89.2% | Reduced |
| Nicholas Investment Partners, LP | 40,433 | $3.07M | 0.32% | +22,955+131.3% | Added |
| Allianz Asset Management GmbH | 43,380 | $3.29M | 0.00% | −61,862−58.8% | Reduced |
| Hillsdale Investment Management Inc. | 43,880 | $3.33M | 0.17% | +43,880 | New |
| Walleye Capital LLC | 44,739 | $3.40M | 0.04% | −14,565−24.6% | Reduced |
| California State Teachers Retirement System | 45,254 | $3.44M | 0.00% | −531−1.2% | Reduced |
| Price T Rowe Associates Inc | 45,682 | $3.47M | 0.00% | −65,775−59.0% | Reduced |
| Stifel Financial Corp | 45,755 | $3.47M | 0.00% | +3,023+7.1% | Added |
| TD Asset Management Inc | 45,974 | $3.49M | 0.00% | −5,112−10.0% | Reduced |
| Alamar Capital Management, LLC | 47,712 | $3.62M | 2.15% | −533−1.1% | Reduced |
| Voloridge Investment Management, LLC | 48,526 | $3.68M | 0.01% | −16,270−25.1% | Reduced |
| Acadian Asset Management LLC | 52,223 | $3.96M | 0.01% | +52,223 | New |
| Raymond James Financial Inc | 52,534 | $3.99M | 0.00% | −54−0.1% | Reduced |
| Citigroup Inc | 52,831 | $4.01M | 0.00% | −46,428−46.8% | Reduced |
| Abacus Planning Group, Inc. | 52,954 | $4.02M | 0.70% | +50,924+2,508.6% | Added |
| Legal & General Group Plc | 54,158 | $4.11M | 0.00% | +985+1.9% | Added |
| Engineers Gate Manager LP | 55,715 | $4.23M | 0.07% | −21,938−28.3% | Reduced |
| Orser Capital Management, LLC | 56,462 | $4.29M | 3.42% | +2,804+5.2% | Added |
| Marshall Wace, LLP | 57,069 | $4.33M | 0.01% | +57,069 | New |
| Advantage Alpha Capital Partners LP | 56,523 | $4.40M | 1.08% | +10,953+24.0% | Added |
| Madison Asset Management, LLC | 58,261 | $4.42M | 0.05% | +16,474+39.4% | Added |
| Ivy Lane Capital Management, LLC | 62,000 | $4.71M | 2.84% | +62,000 | New |
| Aquatic Capital Management LLC | 62,403 | $4.74M | 0.12% | +54,079+649.7% | Added |
| Verition Fund Management LLC | 65,374 | $4.96M | 0.03% | +54,691+511.9% | Added |
| King Luther Capital Management Corp | 68,335 | $5.19M | 0.02% | −2,025−2.9% | Reduced |
| Summit Creek Advisors LLC | 68,759 | $5.22M | 0.76% | +68,759 | New |
| Oppenheimer Asset Management Inc. | 71,717 | $5.44M | 0.07% | −1,514−2.1% | Reduced |
| Great West Life Assurance Co | 73,126 | $5.55M | 0.01% | +9,249+14.5% | Added |
| Ingalls & Snyder LLC | 73,217 | $5.56M | 0.18% | +398+0.5% | Added |
| Nicholas Company, Inc. | 74,031 | $5.62M | 0.10% | −250.0% | Reduced |
| Rhumbline Advisers | 74,495 | $5.65M | 0.01% | +2,921+4.1% | Added |
| EULAV Asset Management | 76,400 | $5.80M | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 77,284 | $5.87M | 0.07% | +6,344+8.9% | Added |
| BNP Paribas Arbitrage, SA | 80,533 | $6.11M | 0.00% | +21,680+36.8% | Added |
| California Public Employees Retirement System | 81,855 | $6.21M | 0.00% | −114,004−58.2% | Reduced |
| AQR Capital Management LLC | 84,900 | $6.44M | 0.01% | +39,371+86.5% | Added |
| Jain Global LLC | 85,300 | $6.48M | 0.13% | −130,098−60.4% | Reduced |
| Polar Asset Management Partners Inc. | 85,375 | $6.48M | 0.21% | +32,175+60.5% | Added |
| Deutsche Bank AG | 85,566 | $6.50M | 0.00% | −298,941−77.7% | Reduced |
| Barclays PLC | 90,149 | $6.84M | 0.00% | −25,826−22.3% | Reduced |
| Royal Bank of Canada | 92,933 | $7.05M | 0.00% | +1,754+1.9% | Added |
| Swiss National Bank | 94,921 | $7.21M | 0.01% | −1,100−1.1% | Reduced |
| SummitTX Capital, L.P. | 99,051 | $7.52M | 0.33% | +99,051 | New |
| Susquehanna International Group, LLP | 101,956 | $7.74M | 0.01% | +57,859+131.2% | Added |
| Jacobs Levy Equity Management, Inc | 102,133 | $7.75M | 0.03% | −3,322−3.2% | Reduced |
| Jump Financial, LLC | 102,985 | $7.82M | 0.12% | +102,985 | New |
| Comerica Bank | 104,277 | $7.92M | 0.03% | +15,147+17.0% | Added |
| Twinbeech Capital LP | 104,824 | $7.96M | 0.14% | +104,824 | New |
| Russell Investments Group, Ltd. | 109,681 | $8.33M | 0.01% | +23,322+27.0% | Added |
| State of Wisconsin Investment Board | 110,723 | $8.40M | 0.02% | +6,509+6.2% | Added |
| Kopp Family Office, LLC | 111,328 | $8.45M | 5.84% | −260−0.2% | Reduced |
| Fred Alger Management, LLC | 111,870 | $8.49M | 0.05% | +111,870 | New |
| Impax Asset Management Group plc | 113,586 | $8.62M | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 125,247 | $9.51M | 0.02% | +118,864+1,862.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 131,092 | $9.95M | 0.04% | +23,757+22.1% | Added |
| AXA S.A. | 134,049 | $10.2M | 0.03% | +43,004+47.2% | Added |
| Silvercrest Asset Management Group LLC | 135,012 | $10.2M | 0.07% | +135,012 | New |
| LMR Partners LLP | 151,500 | $11.5M | 0.23% | +4,000+2.7% | Added |
| Thrivent Financial for Lutherans | 157,363 | $11.9M | 0.03% | −60,318−27.7% | Reduced |
| Citadel Advisors LLC | 158,980 | $12.1M | 0.01% | +109,131+218.9% | Added |
| Trexquant Investment LP | 171,308 | $13.0M | 0.15% | +83,880+95.9% | Added |
| Envestnet Asset Management Inc | 173,141 | $13.1M | 0.00% | −12,493−6.7% | Reduced |
| Two Sigma Advisers, LP | 174,300 | $13.2M | 0.03% | +132,100+313.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 174,625 | $13.3M | 0.03% | +2,423+1.4% | Added |
| UBS Asset Management Americas Inc | 176,880 | $13.4M | 0.00% | −4,598−2.5% | Reduced |
| Qube Research & Technologies Ltd | 178,336 | $13.5M | 0.02% | +89,033+99.7% | Added |
| Assenagon Asset Management S.A. | 181,898 | $13.8M | 0.02% | +47,879+35.7% | Added |
| SEI Investments Co | 183,749 | $13.9M | 0.02% | −22,135−10.8% | Reduced |
| Tensile Capital Management LP | 215,269 | $16.3M | 2.08% | −23,052−9.7% | Reduced |
| Morgan Stanley | 216,647 | $16.4M | 0.00% | −51,751−19.3% | Reduced |
| Ranger Investment Management, L.P. | 235,545 | $17.9M | 1.28% | −264,618−52.9% | Reduced |
| Millennium Management LLC | 237,746 | $18.0M | 0.02% | +73,266+44.5% | Added |
| Standard Life Aberdeen plc | 252,639 | $19.2M | 0.04% | +23,659+10.3% | Added |
| Balyasny Asset Management LLC | 277,164 | $21.0M | 0.05% | +88,746+47.1% | Added |
| Bank of New York Mellon Corp | 288,404 | $21.9M | 0.00% | −4,692−1.6% | Reduced |
| Two Sigma Investments, LP | 296,108 | $22.5M | 0.05% | +183,679+163.4% | Added |
| Woodline Partners LP | 300,513 | $22.8M | 0.15% | +291,894+3,386.6% | Added |
| Goldman Sachs Group Inc | 342,782 | $26.0M | 0.00% | −70,143−17.0% | Reduced |