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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 358,687 | $27.2M | 0.04% | +28,612+8.7% | Added |
| Charles Schwab Investment Management Inc | 430,462 | $32.7M | 0.01% | +3,057+0.7% | Added |
| UBS Group AG | 451,495 | $34.3M | 0.01% | −82,309−15.4% | Reduced |
| Renaissance Technologies LLC | 461,011 | $35.0M | 0.05% | +46,500+11.2% | Added |
| TimesSquare Capital Management, LLC | 472,851 | $35.9M | 0.58% | −87,110−15.6% | Reduced |
| Bank of America Corp | 476,466 | $36.2M | 0.00% | +48,937+11.4% | Added |
| Ameriprise Financial Inc | 513,145 | $39.0M | 0.01% | −499,449−49.3% | Reduced |
| JPMorgan Chase & Co | 546,341 | $41.5M | 0.00% | −630,056−53.6% | Reduced |
| Norges Bank | 587,735 | $44.6M | 0.01% | +42,746+7.8% | Added |
| Northern Trust Corp | 592,637 | $45.0M | 0.01% | −3,829−0.6% | Reduced |
| Invesco Ltd. | 612,138 | $46.5M | 0.01% | +136,475+28.7% | Added |
| Arrowstreet Capital, Limited Partnership | 620,704 | $47.1M | 0.04% | +151,727+32.4% | Added |
| Nuveen, LLC | 629,106 | $47.8M | 0.01% | +629,106 | New |
| Artisan Partners Limited Partnership | 658,523 | $50.0M | 0.08% | +73,822+12.6% | Added |
| Brown Capital Management LLC | 695,479 | $52.8M | 1.59% | −76,483−9.9% | Reduced |
| Mairs & Power Inc | 738,824 | $56.1M | 0.58% | +4,794+0.7% | Added |
| Alliancebernstein L.P. | 780,130 | $59.2M | 0.02% | +719,062+1,177.5% | Added |
| Loomis Sayles & Co L P | 797,183 | $60.5M | 0.09% | −17,399−2.1% | Reduced |
| Eminence Capital, LP | 855,000 | $64.9M | 1.08% | +855,000 | New |
| Nordea Investment Management AB | 935,296 | $70.3M | 0.07% | +391,543+72.0% | Added |
| First Trust Advisors LP | 960,674 | $72.9M | 0.06% | +136,455+16.6% | Added |
| Conestoga Capital Advisors, LLC | 1,179,179 | $89.5M | 1.35% | +14,160+1.2% | Added |
| Geode Capital Management, LLC | 1,203,052 | $91.3M | 0.01% | +57,239+5.0% | Added |
| State Street Corp | 1,309,232 | $99.4M | 0.00% | −7,976−0.6% | Reduced |
| Macquarie Group Ltd | 1,489,785 | $113.1M | 0.14% | −611,011−29.1% | Reduced |
| Riverbridge Partners LLC | 1,536,450 | $116.6M | 1.87% | −109,875−6.7% | Reduced |
| FMR LLC | 2,732,039 | $207.4M | 0.01% | −430,764−13.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,834,723 | $215.2M | 0.14% | +686,702+32.0% | Added |
| BlackRock, Inc. | 5,251,856 | $398.7M | 0.01% | −62,194−1.2% | Reduced |
| Vanguard Group Inc | 5,942,371 | $451.1M | 0.01% | +142,297+2.5% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −445,628−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −300,116−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −280,017−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −186,000−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −93,513−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −81,800−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −78,600−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −69,841−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −62,100−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −47,584−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −43,971−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −21,002−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −17,431−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,511−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −13,227−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −12,185−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −10,680−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,320−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,427−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −2,737−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,662−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,427−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |