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 |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 3,898 | $256.6K | 0.03% | −39−1.0% | Reduced |
| Franklin Resources Inc | 3,789 | $259.4K | 0.00% | +523+16.0% | Added |
| The PNC Financial Services Group, Inc. | 3,825 | $261.8K | 0.00% | −688−15.2% | Reduced |
| Xponance, Inc. | 3,896 | $266.7K | 0.00% | +46+1.2% | Added |
| Quantinno Capital Management LP | 3,983 | $272.6K | 0.00% | −1,201−23.2% | Reduced |
| Private Wealth Asset Management, LLC | 4,100 | $280.6K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,176 | $286.0K | 0.00% | −198−4.5% | Reduced |
| DC Investments Management, LLC | 4,456 | $305.0K | 0.13% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,504 | $308.3K | 0.07% | −53−1.2% | Reduced |
| Tradition Wealth Management, LLC | 4,577 | $313.3K | 0.03% | +70+1.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,608 | $315.4K | 0.02% | +345+8.1% | Added |
| Atria Investments LLC | 4,629 | $316.9K | 0.00% | +293+6.8% | Added |
| Glenmede Investment Management, LP | 4,678 | $320.2K | 0.00% | +4,678 | New |
| Occudo Quantitative Strategies LP | 4,753 | $325.3K | 0.04% | −7,721−61.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $342.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,117 | $350.3K | 0.01% | −17−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,154 | $352.8K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,243 | $358.9K | 0.10% | +5,243 | New |
| Mercer Global Advisors Inc | 5,389 | $368.9K | 0.00% | −512−8.7% | Reduced |
| Canada Pension Plan Investment Board | 5,500 | $376.5K | 0.00% | +3,600+189.5% | Added |
| Henshaw Capital LLC | 5,526 | $378.3K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,656 | $387.0K | 0.00% | −85−1.5% | Reduced |
| Victory Capital Management Inc | 5,847 | $400.2K | 0.00% | −125−2.1% | Reduced |
| Creative Planning | 5,902 | $404.0K | 0.00% | −17,511−74.8% | Reduced |
| Two Sigma Securities, LLC | 6,005 | $411.0K | 0.05% | +6,005 | New |
| Freestone Grove Partners LP | 6,106 | $418.0K | 0.00% | +6,106 | New |
| CIBC World Markets Corp | 6,196 | $424.1K | 0.00% | −5,145−45.4% | Reduced |
| Quest Partners LLC | 6,208 | $424.9K | 0.04% | +4,061+189.1% | Added |
| Prudential Financial Inc | 6,259 | $428.4K | 0.00% | +2,505+66.7% | Added |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,664 | $456.2K | 0.22% | 00.0% | Unchanged |
| Groupama Asset Managment | – | $463.9K | 0.01% | – | – |
| Commonwealth Equity Services, LLC | 6,838 | $468.0K | 0.00% | +74+1.1% | Added |
| Trust Point Inc. | 6,871 | $470.3K | 0.04% | −4,226−38.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,972 | $477.2K | 0.00% | +585+9.2% | Added |
| Capstone Investment Advisors, LLC | 7,065 | $483.6K | 0.00% | +7,065 | New |
| Empowered Funds, LLC | 7,264 | $497.2K | 0.01% | +1,712+30.8% | Added |
| Pictet Asset Management Holding SA | 7,292 | $499.1K | 0.00% | −214−2.9% | Reduced |
| Summit Global Investments | 7,346 | $503.0K | 0.03% | +1,003+15.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $517.0K | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,637 | $522.8K | 0.01% | +6,543+598.1% | Added |
| Walleye Capital LLC | 7,828 | $535.8K | 0.00% | −36,911−82.5% | Reduced |
| Gsa Capital Partners LLP | 7,901 | $541.0K | 0.04% | −3,656−31.6% | Reduced |
| Centiva Capital, LP | 8,043 | $550.5K | 0.04% | −104−1.3% | Reduced |
| FORA Capital, LLC | 8,312 | $569.0K | 0.06% | +8,312 | New |
| Ieq Capital, LLC | 8,395 | $574.6K | 0.00% | +5,025+149.1% | Added |
| Empower Advisory Group, LLC | 8,521 | $583.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,611 | $589.0K | 0.00% | −4,427−34.0% | Reduced |
| Petrus Trust Company, LTA | 9,032 | $618.2K | 0.06% | −980−9.8% | Reduced |
| Teacher Retirement System of Texas | 9,201 | $629.8K | 0.00% | +467+5.3% | Added |
| Pathstone Holdings, LLC | 9,227 | $631.6K | 0.00% | −9,122−49.7% | Reduced |
| CWM, LLC | 9,243 | $633.0K | 0.00% | +1,077+13.2% | Added |
| KLP Kapitalforvaltning AS | 10,300 | $705.0K | 0.00% | +800+8.4% | Added |
| Talbot Financial, LLC | 10,500 | $718.7K | 0.07% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,765 | $736.9K | 0.00% | −679−5.9% | Reduced |
| Winton Group Ltd | 11,536 | $789.6K | 0.04% | +11,536 | New |
| Police & Firemen's Retirement System of New Jersey | 11,538 | $789.8K | 0.01% | +486+4.4% | Added |
| EULAV Asset Management | 11,900 | $814.6K | 0.02% | −64,500−84.4% | Reduced |
| Amundi | 12,449 | $844.7K | 0.00% | +12,350+12,474.7% | Added |
| Campbell & CO Investment Adviser LLC | 12,364 | $846.3K | 0.05% | −19,152−60.8% | Reduced |
| Dimensional Fund Advisors LP | 12,624 | $864.1K | 0.00% | +2,015+19.0% | Added |
| Sterling Capital Management LLC | 13,056 | $893.7K | 0.01% | +4,593+54.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,269 | $908.3K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,400 | $917.0K | 0.00% | −500−3.6% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $926.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,682 | $936.5K | 0.00% | −4,668−25.4% | Reduced |
| Voya Investment Management LLC | 13,808 | $945.2K | 0.00% | +138+1.0% | Added |
| Los Angeles Capital Management LLC | 14,038 | $960.9K | 0.00% | −17,146−55.0% | Reduced |
| Arizona State Retirement System | 14,391 | $985.1K | 0.01% | +344+2.4% | Added |
| Nicholas Investment Partners, LP | 15,000 | $1.03M | 0.09% | −25,433−62.9% | Reduced |
| Ceera Investments, LLC | 15,301 | $1.05M | 0.32% | +15,301 | New |
| Vancity Investment Management Ltd | 15,406 | $1.05M | 0.13% | +4,138+36.7% | Added |
| Harbor Capital Advisors, Inc. | 16,021 | $1.10M | 0.05% | +2,752+20.7% | Added |
| Ensign Peak Advisors, Inc | 16,117 | $1.10M | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 16,640 | $1.14M | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 17,935 | $1.23M | 0.00% | +1,541+9.4% | Added |
| Quadrature Capital Ltd | 18,039 | $1.23M | 0.02% | +13,638+309.9% | Added |
| Cetera Investment Advisers | 18,048 | $1.24M | 0.00% | −105−0.6% | Reduced |
| HRT Financial LP | 18,203 | $1.25M | 0.01% | −8,095−30.8% | Reduced |
| HighTower Advisors, LLC | 18,374 | $1.26M | 0.00% | −1,537−7.7% | Reduced |
| Janney Montgomery Scott LLC | 18,850 | $1.29M | 0.00% | −746−3.8% | Reduced |
| US Bancorp | 18,863 | $1.29M | 0.00% | −2,294−10.8% | Reduced |
| Janus Henderson Group PLC | 19,753 | $1.35M | 0.00% | −3,000−13.2% | Reduced |
| Quantbot Technologies LP | 20,215 | $1.38M | 0.04% | +10,537+108.9% | Added |
| Intech Investment Management LLC | 21,977 | $1.50M | 0.01% | −6,141−21.8% | Reduced |
| Aequim Alternative Investments LP | 22,200 | $1.52M | 0.05% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 23,868 | $1.63M | 0.26% | +23,868 | New |
| Rosenblum Silverman Sutton S F Inc | 24,731 | $1.69M | 0.41% | +2,500+11.2% | Added |
| Polar Asset Management Partners Inc. | 24,771 | $1.70M | 0.04% | −60,604−71.0% | Reduced |
| Ci Investments Inc. | 26,414 | $1.81M | 0.01% | −5,200−16.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,495 | $1.88M | 0.00% | +2,230+8.8% | Added |
| Knights of Columbus Asset Advisors LLC | 27,588 | $1.89M | 0.11% | −575−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 27,662 | $1.89M | 0.00% | −2,280−7.6% | Reduced |
| XTX Topco Ltd | 27,698 | $1.90M | 0.08% | +2,136+8.4% | Added |
| State of New Jersey Common Pension Fund D | 27,895 | $1.91M | 0.01% | +4,868+21.1% | Added |
| Dorsey & Whitney Trust CO LLC | 27,919 | $1.91M | 0.10% | +680+2.5% | Added |
| Siren, L.L.C. | 28,000 | $1.92M | 0.10% | +10,500+60.0% | Added |
| HSBC Holdings PLC | 28,541 | $1.93M | 0.00% | +2,564+9.9% | Added |
| MetLife Investment Management | 29,953 | $2.05M | 0.01% | −26−0.1% | Reduced |
| EFG Asset Management (North America) Corp. | 35,196 | $2.41M | 0.34% | +6,825+24.1% | Added |