Skip to main content

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.

Q2 2025 vs. Q1 2025

How the institutions holding Workiva Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WK: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders3302313−15
Shares47.3M5.21K46.3M−1.02M (−2.2%)
Value$3.59B$395.2K$3.17B−$422.9M (−11.8%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Workiva Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WK in Q2 2025
InstitutionSharesValue% of portfolio
Edmond de Rothschild Holding S.A.1,295,497$88.7M1.41%
Polygon Management Ltd.150,000$10.3M1.85%
Edgestream Partners, L.P.73,306$5.02M0.14%
Algert Global LLC59,120$4.05M0.08%
Topline Capital Management, LLC58,000$3.97M0.68%
Healthcare of Ontario Pension Plan Trust Fund46,800$3.20M0.01%
Y-Intercept (Hong Kong) Ltd40,883$2.80M0.07%
Tudor Investment Corp Et Al39,444$2.70M0.02%
D. E. Shaw & Co., Inc.36,968$2.53M0.00%
University of Texas/Texas Am Investment Managment Co23,868$1.63M0.26%
Ceera Investments, LLC15,301$1.05M0.32%
Winton Group Ltd11,536$789.6K0.04%
FORA Capital, LLC8,312$569.0K0.06%
Capstone Investment Advisors, LLC7,065$483.6K0.00%
Freestone Grove Partners LP6,106$418.0K0.00%
Two Sigma Securities, LLC6,005$411.0K0.05%
Bridgefront Capital, LLC5,243$358.9K0.10%
Glenmede Investment Management, LP4,678$320.2K0.00%
Hilltop National Bank969$66.3K0.02%
Clear Street Markets LLC934$63.9K0.02%
TD Waterhouse Canada Inc.740$50.5K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.605$41.0K0.00%
Essential Partners LLC283$19.4K0.01%
Aster Capital Management (DIFC) Ltd271$18.6K0.00%
Optiver Holding B.V.139$9.52K0.00%
Westside Investment Management, Inc.96$6.55K0.00%
Global Retirement Partners, LLC47$3.22K0.00%
Ancora Advisors, LLC29$1.99K0.00%
Kilter Group LLC28$1.92K0.00%
Bare Financial Services, Inc16$1.09K0.00%
Skopos Labs, Inc.13$8900.00%
Fortitude Family Office, LLC5$3420.00%
Clearstead Advisors, LLC4$2740.00%
DiNuzzo Private Wealth, Inc.3$2060.00%
HFM Investment Advisors, LLC2$1370.00%
Twin Peaks Wealth Advisors, LLC1$730.00%
Rialto Wealth Management, LLC1$690.00%
Bay Harbor Wealth Management, LLC1$680.00%

Sold out (53)

Institutions that held Workiva Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of WK in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Artisan Partners Limited Partnership658,523$50.0M
Balyasny Asset Management LLC277,164$21.0M
Thrivent Financial for Lutherans157,363$11.9M
LMR Partners LLP151,500$11.5M
Fred Alger Management, LLC111,870$8.49M
Twinbeech Capital LP104,824$7.96M
SummitTX Capital, L.P.99,051$7.52M
Ivy Lane Capital Management, LLC62,000$4.71M
Hillsdale Investment Management Inc.43,880$3.33M
Dynamic Technology Lab Private Ltd31,030$2.36M
Corebridge Financial, Inc.25,038$1.90M
Susquehanna Fundamental Investments, LLC20,923$1.59M
Azzad Asset Management Inc19,885$1.51M
Lazard Asset Management LLC18,676$1.42M
ExodusPoint Capital Management, LP15,189$1.15M
Calamos Advisors LLC10,664$809.5K
Virginia Retirement Systems Et Al10,575$802.7K
Fox Run Management, L.L.C.9,198$698.2K
Versor Investments LP7,037$534.2K
Scientech Research LLC6,588$500.1K
Integrated Quantitative Investments LLC6,300$478.2K
Legato Capital Management LLC5,041$382.7K
Farringdon Capital, Ltd.3,986$302.6K
111 Capital3,888$295.1K
JustInvest LLC3,804$288.8K
Inceptionr LLC3,655$277.5K
O'Shaughnessy Asset Management, LLC3,651$277.1K
Sherbrooke Park Advisers LLC3,369$255.7K
Virtu Financial LLC3,166$240.0K
Qsemble Capital Management, LP3,074$233.3K
Avantax Advisory Services, Inc.2,867$217.6K
Skandinaviska Enskilda Banken AB (publ)2,825$214.4K
Vident Advisory, LLC2,796$212.2K
Magnetar Financial LLC2,757$209.3K
Brevan Howard Capital Management LP2,667$202.5K
Headlands Technologies LLC2,256$171.3K
Icon Wealth Advisors, LLC1,434$108.9K
Coldstream Capital Management Inc839$63.7K
Johnson Financial Group, Inc.599$45.5K
Bayforest Capital Ltd519$39.4K
Boston Private Wealth LLC345$26.2K
V-Square Quantitative Management LLC341$25.9K
Mather Group, LLC.176$13.4K
Quarry LP99$7.51K
Grove Bank & Trust62$4.71K
Quadrant Capital Group LLC28$2.13K
Private Trust Co NA26$1.97K
Global Financial Private Client, LLC24$1.82K
Bell Investment Advisors, Inc22$1.67K
Stephens Consulting, LLC15$1.14K
Bokf, NA8$607
Activest Wealth Management5$380
Avion Wealth9$0

Not filed for Q2 2025 yet (2)

Institutions that held Workiva Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA5,150$390.9K
Lindbrook Capital, LLC56$4.25K