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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 5,143 | $390.4K | 0.16% | −685−11.8% | Reduced |
| Pensionmark Financial Group, LLC | 5,134 | $389.7K | 0.01% | −10.0% | Reduced |
| Legato Capital Management LLC | 5,041 | $382.7K | 0.05% | +2,977+144.2% | Added |
| Public Employees Retirement Association of Colorado | 5,003 | $380.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,633 | $351.7K | 0.00% | −1,543−25.0% | Reduced |
| Sage Rhino Capital LLC | 4,557 | $345.9K | 0.08% | −12−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,513 | $342.6K | 0.00% | −783−14.8% | Reduced |
| Tradition Wealth Management, LLC | 4,507 | $342.1K | 0.03% | 00.0% | Unchanged |
| DC Investments Management, LLC | 4,456 | $338.3K | 0.17% | −103−2.3% | Reduced |
| Quadrature Capital Ltd | 4,401 | $333.9K | 0.01% | +4,401 | New |
| Park Avenue Securities LLC | 4,374 | $332.0K | 0.00% | −187−4.1% | Reduced |
| Atria Investments LLC | 4,336 | $329.1K | 0.00% | +212+5.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,263 | $323.6K | 0.03% | +584+15.9% | Added |
| STRS Ohio | 4,200 | $318.8K | 0.00% | −400−8.7% | Reduced |
| Private Wealth Asset Management, LLC | 4,100 | $311.2K | 0.04% | +4,100 | New |
| Principal Financial Group Inc | 4,084 | $310.0K | 0.00% | −231−5.4% | Reduced |
| Voya Financial Advisors, Inc. | 3,937 | $310.0K | 0.03% | −394−9.1% | Reduced |
| Farringdon Capital, Ltd. | 3,986 | $302.6K | 0.15% | +3,986 | New |
| RIA Advisory Group LLC | 3,940 | $299.1K | 0.10% | −103−2.5% | Reduced |
| 111 Capital | 3,888 | $295.1K | 0.06% | +3,888 | New |
| Xponance, Inc. | 3,850 | $292.3K | 0.00% | +241+6.7% | Added |
| JustInvest LLC | 3,804 | $288.8K | 0.00% | +48+1.3% | Added |
| Prudential Financial Inc | 3,754 | $285.0K | 0.00% | +5+0.1% | Added |
| Captrust Financial Advisors | 3,693 | $280.3K | 0.00% | −1,049−22.1% | Reduced |
| Inceptionr LLC | 3,655 | $277.5K | 0.08% | +3,655 | New |
| Sonora Investment Management Group, LLC | 3,654 | $277.4K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,651 | $277.1K | 0.00% | +3,651 | New |
| Inlight Wealth Management, LLC | 3,607 | $273.8K | 0.17% | 00.0% | Unchanged |
| Hardy Reed LLC | 3,463 | $262.9K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,451 | $262.5K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,370 | $255.8K | 0.00% | +3,370 | New |
| Sherbrooke Park Advisers LLC | 3,369 | $255.7K | 0.12% | +3,369 | New |
| Jefferies Financial Group Inc. | 3,327 | $252.6K | 0.00% | +3,327 | New |
| Benjamin Edwards Inc | 3,268 | $248.1K | 0.00% | −39−1.2% | Reduced |
| Franklin Resources Inc | 3,266 | $247.9K | 0.00% | +297+10.0% | Added |
| Mackenzie Financial Corp | 3,265 | $247.8K | 0.00% | −17−0.5% | Reduced |
| Virtu Financial LLC | 3,166 | $240.0K | 0.01% | +3,166 | New |
| Qsemble Capital Management, LP | 3,074 | $233.3K | 0.02% | +3,074 | New |
| Foster Group, Inc. | 3,042 | $230.9K | 0.01% | +4+0.1% | Added |
| Capital Wealth Planning, LLC | 3,000 | $227.7K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 2,886 | $219.1K | 0.03% | +91+3.3% | Added |
| Avantax Advisory Services, Inc. | 2,867 | $217.6K | 0.00% | +846+41.9% | Added |
| Parkside Financial Bank & Trust | 2,854 | $216.6K | 0.03% | +80+2.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,825 | $214.4K | 0.00% | +225+8.7% | Added |
| Vident Advisory, LLC | 2,796 | $212.2K | 0.00% | +604+27.6% | Added |
| Magnetar Financial LLC | 2,757 | $209.3K | 0.00% | +2,757 | New |
| Caitong International Asset Management Co., Ltd | 2,704 | $205.3K | 0.15% | +2,704 | New |
| Brevan Howard Capital Management LP | 2,667 | $202.5K | 0.01% | +2,667 | New |
| Cerity Partners LLC | 2,641 | $200.5K | 0.00% | −311−10.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,419 | $183.6K | 0.00% | −10−0.4% | Reduced |
| KBC Group NV | 2,342 | $178.0K | 0.00% | +372+18.9% | Added |
| Headlands Technologies LLC | 2,256 | $171.3K | 0.02% | +2,256 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,149 | $163.1K | 0.00% | −241−10.1% | Reduced |
| Quest Partners LLC | 2,147 | $163.0K | 0.02% | +2,147 | New |
| Canada Pension Plan Investment Board | 1,900 | $144.2K | 0.00% | −42,800−95.7% | Reduced |
| State of Wyoming | 1,890 | $143.5K | 0.02% | +76+4.2% | Added |
| Paladin Advisory Group, LLC | 1,857 | $141.0K | 0.11% | 00.0% | Unchanged |
| Amalgamated Bank | 1,752 | $133.0K | 0.00% | +6+0.3% | Added |
| Shell Asset Management Co | 1,705 | $129.0K | 0.01% | −74−4.2% | Reduced |
| Fifth Third Bancorp | 1,688 | $128.1K | 0.00% | −1−0.1% | Reduced |
| Icon Wealth Advisors, LLC | 1,434 | $108.9K | 0.01% | −1,472−50.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,393 | $105.7K | 0.00% | −59−4.1% | Reduced |
| Advisors Asset Management, Inc. | 1,139 | $86.5K | 0.00% | +71+6.6% | Added |
| Tower Research Capital LLC (TRC) | 1,094 | $83.0K | 0.00% | +297+37.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,070 | $81.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 864 | $68.0K | 0.01% | −36−4.0% | Reduced |
| Coldstream Capital Management Inc | 839 | $63.7K | 0.00% | +839 | New |
| Park Place Capital Corp | 796 | $60.4K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 703 | $53.4K | 0.02% | +703 | New |
| Advisor Group Holdings, Inc. | 652 | $49.5K | 0.00% | −8,952−93.2% | Reduced |
| Signaturefd, LLC | 645 | $49.0K | 0.00% | −8−1.2% | Reduced |
| Johnson Financial Group, Inc. | 599 | $45.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 567 | $43.0K | 0.00% | +296+109.2% | Added |
| Bayforest Capital Ltd | 519 | $39.4K | 0.02% | +519 | New |
| Harbour Investments, Inc. | 509 | $38.6K | 0.00% | +509 | New |
| Simplex Trading, LLC | 503 | $38.0K | 0.00% | +503 | New |
| Abound Wealth Management | 500 | $38.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 497 | $37.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 448 | $34.0K | 0.02% | +353+371.6% | Added |
| Farther Finance Advisors, LLC | 411 | $31.3K | 0.00% | +360+705.9% | Added |
| Boston Private Wealth LLC | 345 | $26.2K | 0.00% | +345 | New |
| V-Square Quantitative Management LLC | 341 | $25.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 278 | $21.1K | 0.00% | +31+12.6% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 219 | $16.6K | 0.00% | +101+85.6% | Added |
| Huntington National Bank | 205 | $15.6K | 0.00% | +34+19.9% | Added |
| Mather Group, LLC. | 176 | $13.4K | 0.00% | +130+282.6% | Added |
| Colonial Trust Co | 169 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 117 | $8.88K | 0.00% | −29−19.9% | Reduced |
| Jones Financial Companies LLLP | 112 | $8.82K | 0.00% | +66+143.5% | Added |
| Allworth Financial LP | 118 | $8.57K | 0.00% | +17+16.8% | Added |
| Parallel Advisors, LLC | 103 | $7.82K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 99 | $7.51K | 0.00% | +99 | New |
| Amundi | 99 | $6.86K | 0.00% | +28+39.4% | Added |
| EverSource Wealth Advisors, LLC | 86 | $6.53K | 0.00% | −799−90.3% | Reduced |
| True Wealth Design, LLC | 71 | $5.39K | 0.00% | +59+491.7% | Added |
| Financial Network Wealth Advisors LLC | 68 | $5.16K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $4.93K | 0.00% | +10+18.2% | Added |
| Grove Bank & Trust | 62 | $4.71K | 0.00% | +60+3,000.0% | Added |
| Lindbrook Capital, LLC | 56 | $4.25K | 0.00% | +35+166.7% | Added |