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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −12−80.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $68 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $69 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $69 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $73 | 0.00% | +1 | New |
| Assetmark, Inc | 2 | $137 | 0.00% | −15−88.2% | Reduced |
| SJS Investment Consulting Inc. | 2 | $137 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $137 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $206 | 0.00% | −5−62.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $206 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 4 | $274 | 0.00% | +4 | New |
| Federated Hermes, Inc. | 5 | $342 | 0.00% | −24,332−100.0% | Reduced |
| Fortitude Family Office, LLC | 5 | $342 | 0.00% | +5 | New |
| Skopos Labs, Inc. | 13 | $890 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 14 | $958 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +16+320.0% | Added |
| Bare Financial Services, Inc | 16 | $1.09K | 0.00% | +16 | New |
| Salem Investment Counselors Inc | 20 | $1.37K | 0.00% | −15−42.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 21 | $1.44K | 0.00% | −2,683−99.2% | Reduced |
| Massmutual Trust Co FSB | 21 | $1.44K | 0.00% | −10−32.3% | Reduced |
| Private Wealth Management Group, LLC | 23 | $1.57K | 0.00% | +11+91.7% | Added |
| Kilter Group LLC | 28 | $1.92K | 0.00% | +28 | New |
| Ancora Advisors, LLC | 29 | $1.99K | 0.00% | +29 | New |
| Jones Financial Companies LLLP | 33 | $2.17K | 0.00% | −79−70.5% | Reduced |
| SBI Securities Co., Ltd. | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $2.19K | 0.00% | +12+60.0% | Added |
| Bryn Mawr Trust Co | 35 | $2.40K | 0.00% | +3+9.4% | Added |
| Principal Securities, Inc. | 37 | $2.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $2.94K | 0.00% | −28−39.4% | Reduced |
| Golden State Wealth Management, LLC | 44 | $3.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $3.22K | 0.00% | +47 | New |
| Cornerstone Planning Group LLC | 42 | $3.31K | 0.00% | −9−17.6% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 52 | $3.56K | 0.00% | −51−49.5% | Reduced |
| Rothschild Investment LLC | 60 | $4.11K | 0.00% | −5−7.7% | Reduced |
| Financial Network Wealth Advisors LLC | 68 | $4.66K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 43 | $4.71K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 74 | $5.07K | 0.00% | −204−73.4% | Reduced |
| IFP Advisors, Inc | 36 | $5.20K | 0.00% | +31+620.0% | Added |
| Westside Investment Management, Inc. | 96 | $6.55K | 0.00% | +96 | New |
| Versant Capital Management, Inc | 116 | $7.94K | 0.00% | −103−47.0% | Reduced |
| Rise Advisors, LLC | 117 | $8.01K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $8.42K | 0.00% | +37+43.0% | Added |
| Optiver Holding B.V. | 139 | $9.52K | 0.00% | +139 | New |
| Colonial Trust Co | 169 | $11.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 194 | $13.3K | 0.00% | −11−5.4% | Reduced |
| Allworth Financial LP | 226 | $15.5K | 0.00% | +108+91.5% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $17.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 271 | $18.6K | 0.00% | +271 | New |
| Essential Partners LLC | 283 | $19.4K | 0.01% | +283 | New |
| Covestor Ltd | 310 | $21.0K | 0.01% | −138−30.8% | Reduced |
| Simplex Trading, LLC | 340 | $23.0K | 0.00% | −163−32.4% | Reduced |
| Farther Finance Advisors, LLC | 378 | $25.9K | 0.00% | −33−8.0% | Reduced |
| Larson Financial Group LLC | 412 | $28.2K | 0.00% | +368+836.4% | Added |
| Signaturefd, LLC | 444 | $30.4K | 0.00% | −201−31.2% | Reduced |
| Advisor Group Holdings, Inc. | 480 | $32.9K | 0.00% | −172−26.4% | Reduced |
| First Horizon Advisors, Inc. | 497 | $34.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $34.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 509 | $34.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 567 | $39.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 605 | $41.0K | 0.00% | +605 | New |
| Global Wealth Strategies & Associates | 703 | $48.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 740 | $50.5K | 0.00% | +740 | New |
| Park Place Capital Corp | 796 | $54.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 836 | $55.0K | 0.00% | −28−3.2% | Reduced |
| Clear Street Markets LLC | 934 | $63.9K | 0.02% | +934 | New |
| Hilltop National Bank | 969 | $66.3K | 0.02% | +969 | New |
| Advisors Asset Management, Inc. | 1,022 | $70.0K | 0.00% | −117−10.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,070 | $73.2K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,114 | $76.3K | 0.00% | −20,597−94.9% | Reduced |
| Fifth Third Bancorp | 1,135 | $77.7K | 0.00% | −553−32.8% | Reduced |
| State of Wyoming | 1,346 | $92.1K | 0.01% | −544−28.8% | Reduced |
| KBC Group NV | 1,425 | $98.0K | 0.00% | −917−39.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,489 | $101.9K | 0.00% | +96+6.9% | Added |
| Shell Asset Management Co | 1,536 | $105.0K | 0.00% | −169−9.9% | Reduced |
| Amalgamated Bank | 1,752 | $120.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,857 | $127.1K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,061 | $141.1K | 0.00% | −358−14.8% | Reduced |
| STRS Ohio | 2,300 | $157.4K | 0.00% | −1,900−45.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,453 | $167.9K | 0.00% | +304+14.1% | Added |
| Parkside Financial Bank & Trust | 2,827 | $193.5K | 0.02% | −27−0.9% | Reduced |
| Capital Wealth Planning, LLC | 3,000 | $205.3K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,029 | $207.3K | 0.01% | −13−0.4% | Reduced |
| Wealth Alliance | 3,122 | $213.7K | 0.02% | +236+8.2% | Added |
| Benjamin Edwards Inc | 3,166 | $216.7K | 0.00% | −102−3.1% | Reduced |
| Mackenzie Financial Corp | 3,282 | $224.7K | 0.00% | +17+0.5% | Added |
| Bank of Montreal | 3,283 | $224.7K | 0.00% | −5,900−64.2% | Reduced |
| Cerity Partners LLC | 3,297 | $225.7K | 0.00% | +656+24.8% | Added |
| Captrust Financial Advisors | 3,402 | $232.9K | 0.00% | −291−7.9% | Reduced |
| Hardy Reed LLC | 3,425 | $234.4K | 0.02% | −38−1.1% | Reduced |
| Transatlantique Private Wealth LLC | 3,428 | $234.6K | 0.09% | −1,715−33.3% | Reduced |
| Mirabella Financial Services LLP | 3,451 | $236.2K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,471 | $237.6K | 0.00% | −53,598−93.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,497 | $239.4K | 0.00% | −1,136−24.5% | Reduced |
| RIA Advisory Group LLC | 3,540 | $242.3K | 0.07% | −400−10.2% | Reduced |
| Principal Financial Group Inc | 3,564 | $244.0K | 0.00% | −520−12.7% | Reduced |
| Inlight Wealth Management, LLC | 3,607 | $246.9K | 0.13% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,654 | $250.1K | 0.02% | 00.0% | Unchanged |