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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 45,755 | $3.47M | 0.00% | +3,023+7.1% | Added |
| Price T Rowe Associates Inc | 45,682 | $3.47M | 0.00% | −65,775−59.0% | Reduced |
| California State Teachers Retirement System | 45,254 | $3.44M | 0.00% | −531−1.2% | Reduced |
| Walleye Capital LLC | 44,739 | $3.40M | 0.04% | −14,565−24.6% | Reduced |
| Hillsdale Investment Management Inc. | 43,880 | $3.33M | 0.17% | +43,880 | New |
| Allianz Asset Management GmbH | 43,380 | $3.29M | 0.00% | −61,862−58.8% | Reduced |
| Nicholas Investment Partners, LP | 40,433 | $3.07M | 0.32% | +22,955+131.3% | Added |
| Brown Advisory Inc | 40,160 | $3.05M | 0.00% | −332,097−89.2% | Reduced |
| Dark Forest Capital Management LP | 37,785 | $2.87M | 0.13% | +37,785 | New |
| Wells Fargo & Company | 36,980 | $2.81M | 0.00% | +9,297+33.6% | Added |
| Resources Investment Advisors, LLC. | 36,080 | $2.74M | 0.03% | −2,929−7.5% | Reduced |
| Man Group plc | 33,698 | $2.56M | 0.01% | −22,091−39.6% | Reduced |
| Ci Investments Inc. | 31,614 | $2.40M | 0.01% | −634−2.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,516 | $2.39M | 0.18% | +31,516 | New |
| Los Angeles Capital Management LLC | 31,184 | $2.37M | 0.01% | +14,185+83.4% | Added |
| Dynamic Technology Lab Private Ltd | 31,030 | $2.36M | 0.34% | +31,030 | New |
| MetLife Investment Management | 29,979 | $2.28M | 0.01% | −434−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 29,942 | $2.27M | 0.00% | +711+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 28,536 | $2.17M | 0.01% | +28,536 | New |
| EFG Asset Management (North America) Corp. | 28,371 | $2.15M | 0.36% | +28,371 | New |
| Knights of Columbus Asset Advisors LLC | 28,163 | $2.14M | 0.15% | +8,000+39.7% | Added |
| Intech Investment Management LLC | 28,118 | $2.13M | 0.02% | +8,866+46.1% | Added |
| Dorsey & Whitney Trust CO LLC | 27,239 | $2.07M | 0.12% | +69+0.3% | Added |
| HRT Financial LP | 26,298 | $2.00M | 0.01% | +19,384+280.4% | Added |
| HSBC Holdings PLC | 25,977 | $1.96M | 0.00% | +6,580+33.9% | Added |
| XTX Topco Ltd | 25,562 | $1.94M | 0.10% | +19,257+305.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,265 | $1.92M | 0.00% | +25,265 | New |
| Squarepoint Ops LLC | 25,062 | $1.90M | 0.00% | +25,062 | New |
| Corebridge Financial, Inc. | 25,038 | $1.90M | 0.01% | −73−0.3% | Reduced |
| Federated Hermes, Inc. | 24,337 | $1.85M | 0.00% | −7,227−22.9% | Reduced |
| CIBC Private Wealth Group, LLC | 29,203 | $1.81M | 0.00% | −8,914−23.4% | Reduced |
| Janus Henderson Group PLC | 22,753 | $1.79M | 0.00% | −191,155−89.4% | Reduced |
| Creative Planning | 23,413 | $1.78M | 0.00% | +2,609+12.5% | Added |
| State of New Jersey Common Pension Fund D | 23,027 | $1.75M | 0.01% | −253−1.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 22,231 | $1.69M | 0.47% | +639+3.0% | Added |
| Aequim Alternative Investments LP | 22,200 | $1.69M | 0.07% | 00.0% | Unchanged |
| Danske Bank A/S | 21,711 | $1.65M | 0.01% | +7,026+47.8% | Added |
| US Bancorp | 21,157 | $1.61M | 0.00% | −1,027−4.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 20,923 | $1.59M | 0.03% | −17,556−45.6% | Reduced |
| HighTower Advisors, LLC | 19,911 | $1.51M | 0.00% | −1,850−8.5% | Reduced |
| Azzad Asset Management Inc | 19,885 | $1.51M | 0.18% | +10+0.1% | Added |
| Janney Montgomery Scott LLC | 19,596 | $1.49M | 0.00% | +371+1.9% | Added |
| Lazard Asset Management LLC | 18,676 | $1.42M | 0.00% | +3,103+19.9% | Added |
| Mariner, LLC | 18,350 | $1.39M | 0.00% | +4,046+28.3% | Added |
| Pathstone Holdings, LLC | 18,349 | $1.39M | 0.01% | +1,277+7.5% | Added |
| Cetera Investment Advisers | 18,153 | $1.38M | 0.00% | −56−0.3% | Reduced |
| Siren, L.L.C. | 17,500 | $1.33M | 0.07% | +7,500+75.0% | Added |
| Avantax Planning Partners, Inc. | 16,640 | $1.26M | 0.04% | −1,106−6.2% | Reduced |
| LPL Financial LLC | 16,394 | $1.24M | 0.00% | +1,860+12.8% | Added |
| Ensign Peak Advisors, Inc | 16,117 | $1.22M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 15,189 | $1.15M | 0.02% | +15,189 | New |
| Arizona State Retirement System | 14,047 | $1.07M | 0.01% | −123−0.9% | Reduced |
| Handelsbanken Fonder AB | 13,900 | $1.05M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,670 | $1.04M | 0.00% | −1,420−9.4% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $1.03M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,269 | $1.01M | 0.00% | +586+4.6% | Added |
| Harbor Capital Advisors, Inc. | 13,269 | $1.01M | 0.05% | +4,209+46.5% | Added |
| SG Americas Securities, LLC | 13,038 | $990.0K | 0.00% | +3,697+39.6% | Added |
| Occudo Quantitative Strategies LP | 12,474 | $982.1K | 0.13% | +6,283+101.5% | Added |
| Holocene Advisors, LP | 12,665 | $961.4K | 0.00% | −966−7.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 12,328 | $935.8K | 0.40% | +12,328 | New |
| Gsa Capital Partners LLP | 11,557 | $877.0K | 0.08% | +11,557 | New |
| ProShare Advisors LLC | 11,444 | $868.7K | 0.00% | −3,140−21.5% | Reduced |
| CIBC World Markets Corp | 11,341 | $860.9K | 0.01% | +6,615+140.0% | Added |
| Vancity Investment Management Ltd | 11,268 | $855.0K | 0.12% | +11,268 | New |
| Trust Point Inc. | 11,097 | $842.4K | 0.08% | −3,151−22.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,052 | $839.0K | 0.01% | +294+2.7% | Added |
| Calamos Advisors LLC | 10,664 | $809.5K | 0.00% | −15,762−59.6% | Reduced |
| Dimensional Fund Advisors LP | 10,609 | $805.3K | 0.00% | +10,609 | New |
| Virginia Retirement Systems Et Al | 10,575 | $802.7K | 0.01% | +10,575 | New |
| Talbot Financial, LLC | 10,500 | $797.1K | 0.10% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 10,012 | $760.0K | 0.07% | +10,012 | New |
| Quantbot Technologies LP | 9,678 | $734.7K | 0.02% | +9,678 | New |
| KLP Kapitalforvaltning AS | 9,500 | $721.1K | 0.00% | −700−6.9% | Reduced |
| Fox Run Management, L.L.C. | 9,198 | $698.2K | 0.11% | +9,198 | New |
| Bank of Montreal | 9,183 | $697.1K | 0.00% | +5,437+145.1% | Added |
| Teacher Retirement System of Texas | 8,734 | $663.0K | 0.00% | +1,066+13.9% | Added |
| Empower Advisory Group, LLC | 8,521 | $646.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8,463 | $642.4K | 0.01% | +8,412+16,494.1% | Added |
| CWM, LLC | 8,166 | $620.0K | 0.00% | +1,754+27.4% | Added |
| Centiva Capital, LP | 8,147 | $618.4K | 0.04% | +8,147 | New |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $573.0K | 0.27% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,506 | $569.8K | 0.00% | +319+4.4% | Added |
| Versor Investments LP | 7,037 | $534.2K | 0.09% | +7,037 | New |
| Commonwealth Equity Services, LLC | 6,764 | $513.0K | 0.00% | −746−9.9% | Reduced |
| Legacy Bridge, LLC | 6,664 | $505.9K | 0.28% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,387 | $502.8K | 0.00% | −348−5.2% | Reduced |
| Scientech Research LLC | 6,588 | $500.1K | 0.13% | +6,588 | New |
| Summit Global Investments | 6,343 | $481.0K | 0.04% | +6,343 | New |
| Integrated Quantitative Investments LLC | 6,300 | $478.2K | 0.24% | +6,300 | New |
| Groupama Asset Managment | – | $472.5K | 0.01% | – | – |
| Victory Capital Management Inc | 5,972 | $453.3K | 0.00% | −43−0.7% | Reduced |
| Mercer Global Advisors Inc | 5,901 | $447.9K | 0.00% | +279+5.0% | Added |
| MML Investors Services, LLC | 5,741 | $436.0K | 0.00% | +281+5.1% | Added |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,552 | $421.5K | 0.01% | +5,552 | New |
| Henshaw Capital LLC | 5,526 | $419.5K | 0.02% | +713+14.8% | Added |
| Quantinno Capital Management LP | 5,184 | $393.5K | 0.00% | +1,842+55.1% | Added |
| Ameritas Investment Partners, Inc. | 5,154 | $391.2K | 0.01% | −130−2.5% | Reduced |
| Glenmede Trust Co NA | 5,150 | $390.9K | 0.00% | −53−1.0% | Reduced |