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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, Q2 2025

Institutional positions in Workiva Inc as of Jun 30, 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
313
−15 vs. Q1 2025
Shares held
46.3M
−1.02M (−2.2%) vs. Q1 2025
Total value
$3.17B
−$422.9M (−11.8%) vs. Q1 2025
New holders
38
102 more added
Sold out
53
128 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 313 institutions
Q1 2021: 238 institutionsQ2 2021: 250 institutionsQ3 2021: 283 institutionsQ4 2021: 319 institutionsQ1 2022: 287 institutionsQ2 2022: 252 institutionsQ3 2022: 262 institutionsQ4 2022: 271 institutionsQ1 2023: 311 institutionsQ2 2023: 306 institutionsQ3 2023: 333 institutionsQ4 2023: 325 institutionsQ1 2024: 302 institutionsQ2 2024: 300 institutionsQ3 2024: 295 institutionsQ4 2024: 316 institutionsQ1 2025: 330 institutionsQ2 2025: 313 institutionsQ3 2025: 314 institutionsQ4 2025: 348 institutionsQ1 2026: 315 institutionsQ2 2026: 306 institutions
Value heldQ2 2025: $3.17B
Q1 2021: $3.27BQ2 2021: $4.33BQ3 2021: $5.86BQ4 2021: $5.52BQ1 2022: $5.23BQ2 2022: $2.92BQ3 2022: $3.41BQ4 2022: $3.75BQ1 2023: $4.61BQ2 2023: $4.62BQ3 2023: $4.69BQ4 2023: $4.81BQ1 2024: $4.03BQ2 2024: $3.42BQ3 2024: $3.64BQ4 2024: $5.17BQ1 2025: $3.59BQ2 2025: $3.17BQ3 2025: $4.16BQ4 2025: $4.32BQ1 2026: $2.92BQ2 2026: $2.41B
Institutions holding WK and their total value by quarter
QuarterHoldersValue
Q2 2026306$2.41B
Q1 2026315$2.92B
Q4 2025348$4.32B
Q3 2025314$4.16B
Q2 2025313$3.17B
Q1 2025330$3.59B
Q4 2024316$5.17B
Q3 2024295$3.64B
Q2 2024300$3.42B
Q1 2024302$4.03B
Q4 2023325$4.81B
Q3 2023333$4.69B
Q2 2023306$4.62B
Q1 2023311$4.61B
Q4 2022271$3.75B
Q3 2022262$3.41B
Q2 2022252$2.92B
Q1 2022287$5.23B
Q4 2021319$5.52B
Q3 2021283$5.86B
Q2 2021250$4.33B
Q1 2021238$3.27B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2025.

Institutions holding WK in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc6,235,063$426.8M0.01%+292,692+4.9%Added
BlackRock, Inc.5,173,196$354.1M0.01%−78,660−1.5%Reduced
Eminence Capital, LP2,646,768$181.2M2.67%+1,791,768+209.6%Added
T. Rowe Price Investment Management, Inc.2,536,599$173.6M0.11%−298,124−10.5%Reduced
FMR LLC1,693,507$115.9M0.01%−1,038,532−38.0%Reduced
Riverbridge Partners LLC1,375,867$94.2M1.52%−160,583−10.5%Reduced
State Street Corp1,321,319$90.4M0.00%+12,087+0.9%Added
Edmond de Rothschild Holding S.A.1,295,497$88.7M1.41%+1,295,497New
Geode Capital Management, LLC1,207,108$82.6M0.01%+4,056+0.3%Added
Conestoga Capital Advisors, LLC1,170,311$80.1M1.18%−8,868−0.8%Reduced
First Trust Advisors LP964,347$66.0M0.05%+3,673+0.4%Added
Macquarie Group Ltd961,753$65.8M0.08%−528,032−35.4%Reduced
Nordea Investment Management AB907,861$61.2M0.06%−27,435−2.9%Reduced
Mairs & Power Inc757,819$51.9M0.51%+18,995+2.6%Added
Brown Capital Management LLC702,007$48.1M1.40%+6,528+0.9%Added
Loomis Sayles & Co L P644,631$44.1M0.06%−152,552−19.1%Reduced
Norges Bank587,735$40.2M0.01%00.0%Unchanged
Nuveen, LLC573,803$39.3M0.01%−55,303−8.8%Reduced
Northern Trust Corp560,658$38.4M0.01%−31,979−5.4%Reduced
UBS Group AG552,669$37.8M0.01%+101,174+22.4%Added
Ameriprise Financial Inc509,333$34.9M0.01%−3,812−0.7%Reduced
Arrowstreet Capital, Limited Partnership493,180$33.8M0.02%−127,524−20.5%Reduced
TimesSquare Capital Management, LLC459,586$31.5M0.45%−13,265−2.8%Reduced
JPMorgan Chase & Co453,740$31.1M0.00%−92,601−16.9%Reduced
Charles Schwab Investment Management Inc434,671$29.8M0.01%+4,209+1.0%Added
Renaissance Technologies LLC424,811$29.1M0.04%−36,200−7.9%Reduced
Bank of America Corp418,993$28.7M0.00%−57,473−12.1%Reduced
Woodline Partners LP415,633$28.5M0.15%+115,120+38.3%Added
Bank of New York Mellon Corp333,441$22.8M0.00%+45,037+15.6%Added
Goldman Sachs Group Inc308,726$21.1M0.00%−34,056−9.9%Reduced
Morgan Stanley291,430$19.9M0.00%+74,783+34.5%Added
Royal Bank of Canada290,294$19.9M0.00%+197,361+212.4%Added
Millennium Management LLC285,084$19.5M0.02%+47,338+19.9%Added
Qube Research & Technologies Ltd260,900$17.9M0.02%+82,564+46.3%Added
Jacobs Levy Equity Management, Inc229,343$15.7M0.06%+127,210+124.6%Added
Ranger Investment Management, L.P.223,620$15.3M1.07%−11,925−5.1%Reduced
Standard Life Aberdeen plc220,121$15.1M0.03%−32,518−12.9%Reduced
Silvercrest Asset Management Group LLC218,667$15.0M0.10%+83,655+62.0%Added
New York State Common Retirement Fund213,595$14.6M0.02%−145,092−40.5%Reduced
UBS Asset Management Americas Inc205,262$14.1M0.00%+28,382+16.0%Added
Tensile Capital Management LP189,742$13.0M1.57%−25,527−11.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.181,755$12.4M0.02%+7,130+4.1%Added
Russell Investments Group, Ltd.176,229$12.1M0.02%+66,548+60.7%Added
Jefferies Financial Group Inc.169,055$11.6M0.19%+165,728+4,981.3%Added
Envestnet Asset Management Inc166,537$11.4M0.00%−6,604−3.8%Reduced
AXA S.A.158,960$10.9M0.03%+24,911+18.6%Added
Wells Fargo & Company157,389$10.8M0.00%+120,409+325.6%Added
Two Sigma Investments, LP156,248$10.7M0.02%−139,860−47.2%Reduced
Jain Global LLC153,923$10.5M0.16%+68,623+80.4%Added
Polygon Management Ltd.150,000$10.3M1.85%+150,000New
SEI Investments Co149,863$10.3M0.01%−33,886−18.4%Reduced
Assenagon Asset Management S.A.148,460$10.2M0.02%−33,438−18.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.138,881$9.51M0.03%+7,789+5.9%Added
Voloridge Investment Management, LLC135,958$9.31M0.03%+87,432+180.2%Added
Two Sigma Advisers, LP125,100$8.56M0.02%−49,200−28.2%Reduced
BNP Paribas Arbitrage, SA123,169$8.43M0.01%+42,636+52.9%Added
Barclays PLC122,534$8.39M0.00%+32,385+35.9%Added
Impax Asset Management Group plc113,586$7.77M0.04%00.0%Unchanged
Comerica Bank104,354$7.14M0.03%+77+0.1%Added
Engineers Gate Manager LP104,017$7.12M0.09%+48,302+86.7%Added
State of Wisconsin Investment Board103,874$7.11M0.02%−6,849−6.2%Reduced
Squarepoint Ops LLC103,606$7.09M0.02%+78,544+313.4%Added
Kopp Family Office, LLC100,859$6.90M4.47%−10,469−9.4%Reduced
AQR Capital Management LLC100,662$6.89M0.01%+15,762+18.6%Added
Citigroup Inc100,482$6.88M0.00%+47,651+90.2%Added
Susquehanna International Group, LLP98,224$6.72M0.01%−3,732−3.7%Reduced
Summit Creek Advisors LLC95,108$6.51M0.91%+26,349+38.3%Added
Swiss National Bank94,221$6.45M0.00%−700−0.7%Reduced
Susquehanna Portfolio Strategies, LLC93,851$6.42M0.14%+81,523+661.3%Added
Mutual of America Capital Management LLC93,101$6.37M0.07%+15,817+20.5%Added
Man Group plc93,010$6.37M0.01%+59,312+176.0%Added
Acadian Asset Management LLC86,066$5.88M0.01%+33,843+64.8%Added
California Public Employees Retirement System82,197$5.63M0.00%+342+0.4%Added
CIBC Private Wealth Group, LLC81,234$5.56M0.01%+52,031+178.2%Added
Nicholas Company, Inc.80,881$5.54M0.09%+6,850+9.3%Added
King Luther Capital Management Corp79,835$5.46M0.02%+11,500+16.8%Added
Jane Street Group, LLC79,118$5.42M0.01%−46,129−36.8%Reduced
Advantage Alpha Capital Partners LP78,447$5.37M1.45%+21,924+38.8%Added
Rhumbline Advisers77,141$5.28M0.00%+2,646+3.6%Added
Deutsche Bank AG76,035$5.20M0.00%−9,531−11.1%Reduced
Edgestream Partners, L.P.73,306$5.02M0.14%+73,306New
Great West Life Assurance Co72,062$4.93M0.01%−1,064−1.5%Reduced
Oppenheimer Asset Management Inc.67,442$4.62M0.05%−4,275−6.0%Reduced
Verition Fund Management LLC66,518$4.55M0.03%+1,144+1.7%Added
Madison Asset Management, LLC63,739$4.36M0.05%+5,478+9.4%Added
Jump Financial, LLC60,281$4.13M0.05%−42,704−41.5%Reduced
Algert Global LLC59,120$4.05M0.08%+59,120New
Alliancebernstein L.P.58,823$4.03M0.00%−721,307−92.5%Reduced
Topline Capital Management, LLC58,000$3.97M0.68%+58,000New
Holocene Advisors, LP56,008$3.83M0.01%+43,343+342.2%Added
Legal & General Group Plc55,961$3.83M0.00%+1,803+3.3%Added
Trexquant Investment LP54,809$3.75M0.04%−116,499−68.0%Reduced
Alamar Capital Management, LLC54,467$3.73M2.02%+6,755+14.2%Added
Abacus Planning Group, Inc.52,954$3.62M0.54%00.0%Unchanged
Raymond James Financial Inc51,239$3.51M0.00%−1,295−2.5%Reduced
Aquatic Capital Management LLC49,975$3.42M0.07%−12,428−19.9%Reduced
Price T Rowe Associates Inc49,294$3.38M0.00%+3,612+7.9%Added
Orser Capital Management, LLC48,987$3.35M2.48%−7,475−13.2%Reduced
Citadel Advisors LLC48,206$3.30M0.00%−110,774−69.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund46,800$3.20M0.01%+46,800New