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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 36,056 | $2.47M | 0.03% | −24−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,527 | $2.50M | 0.02% | +7,991+28.0% | Added |
| D. E. Shaw & Co., Inc. | 36,968 | $2.53M | 0.00% | +36,968 | New |
| Brown Advisory Inc | 38,895 | $2.66M | 0.00% | −1,265−3.1% | Reduced |
| Invesco Ltd. | 38,989 | $2.67M | 0.00% | −573,149−93.6% | Reduced |
| Tudor Investment Corp Et Al | 39,444 | $2.70M | 0.02% | +39,444 | New |
| Allianz Asset Management GmbH | 39,955 | $2.73M | 0.00% | −3,425−7.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,883 | $2.80M | 0.07% | +40,883 | New |
| TD Asset Management Inc | 41,354 | $2.83M | 0.00% | −4,620−10.0% | Reduced |
| Dark Forest Capital Management LP | 41,444 | $2.84M | 0.11% | +3,659+9.7% | Added |
| Ingalls & Snyder LLC | 43,454 | $2.97M | 0.11% | −29,763−40.7% | Reduced |
| Stifel Financial Corp | 43,499 | $2.98M | 0.00% | −2,256−4.9% | Reduced |
| California State Teachers Retirement System | 45,254 | $3.10M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 46,800 | $3.20M | 0.01% | +46,800 | New |
| Citadel Advisors LLC | 48,206 | $3.30M | 0.00% | −110,774−69.7% | Reduced |
| Orser Capital Management, LLC | 48,987 | $3.35M | 2.48% | −7,475−13.2% | Reduced |
| Price T Rowe Associates Inc | 49,294 | $3.38M | 0.00% | +3,612+7.9% | Added |
| Aquatic Capital Management LLC | 49,975 | $3.42M | 0.07% | −12,428−19.9% | Reduced |
| Raymond James Financial Inc | 51,239 | $3.51M | 0.00% | −1,295−2.5% | Reduced |
| Abacus Planning Group, Inc. | 52,954 | $3.62M | 0.54% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 54,467 | $3.73M | 2.02% | +6,755+14.2% | Added |
| Trexquant Investment LP | 54,809 | $3.75M | 0.04% | −116,499−68.0% | Reduced |
| Legal & General Group Plc | 55,961 | $3.83M | 0.00% | +1,803+3.3% | Added |
| Holocene Advisors, LP | 56,008 | $3.83M | 0.01% | +43,343+342.2% | Added |
| Topline Capital Management, LLC | 58,000 | $3.97M | 0.68% | +58,000 | New |
| Alliancebernstein L.P. | 58,823 | $4.03M | 0.00% | −721,307−92.5% | Reduced |
| Algert Global LLC | 59,120 | $4.05M | 0.08% | +59,120 | New |
| Jump Financial, LLC | 60,281 | $4.13M | 0.05% | −42,704−41.5% | Reduced |
| Madison Asset Management, LLC | 63,739 | $4.36M | 0.05% | +5,478+9.4% | Added |
| Verition Fund Management LLC | 66,518 | $4.55M | 0.03% | +1,144+1.7% | Added |
| Oppenheimer Asset Management Inc. | 67,442 | $4.62M | 0.05% | −4,275−6.0% | Reduced |
| Great West Life Assurance Co | 72,062 | $4.93M | 0.01% | −1,064−1.5% | Reduced |
| Edgestream Partners, L.P. | 73,306 | $5.02M | 0.14% | +73,306 | New |
| Deutsche Bank AG | 76,035 | $5.20M | 0.00% | −9,531−11.1% | Reduced |
| Rhumbline Advisers | 77,141 | $5.28M | 0.00% | +2,646+3.6% | Added |
| Advantage Alpha Capital Partners LP | 78,447 | $5.37M | 1.45% | +21,924+38.8% | Added |
| Jane Street Group, LLC | 79,118 | $5.42M | 0.01% | −46,129−36.8% | Reduced |
| King Luther Capital Management Corp | 79,835 | $5.46M | 0.02% | +11,500+16.8% | Added |
| Nicholas Company, Inc. | 80,881 | $5.54M | 0.09% | +6,850+9.3% | Added |
| CIBC Private Wealth Group, LLC | 81,234 | $5.56M | 0.01% | +52,031+178.2% | Added |
| California Public Employees Retirement System | 82,197 | $5.63M | 0.00% | +342+0.4% | Added |
| Acadian Asset Management LLC | 86,066 | $5.88M | 0.01% | +33,843+64.8% | Added |
| Man Group plc | 93,010 | $6.37M | 0.01% | +59,312+176.0% | Added |
| Mutual of America Capital Management LLC | 93,101 | $6.37M | 0.07% | +15,817+20.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 93,851 | $6.42M | 0.14% | +81,523+661.3% | Added |
| Swiss National Bank | 94,221 | $6.45M | 0.00% | −700−0.7% | Reduced |
| Summit Creek Advisors LLC | 95,108 | $6.51M | 0.91% | +26,349+38.3% | Added |
| Susquehanna International Group, LLP | 98,224 | $6.72M | 0.01% | −3,732−3.7% | Reduced |
| Citigroup Inc | 100,482 | $6.88M | 0.00% | +47,651+90.2% | Added |
| AQR Capital Management LLC | 100,662 | $6.89M | 0.01% | +15,762+18.6% | Added |
| Kopp Family Office, LLC | 100,859 | $6.90M | 4.47% | −10,469−9.4% | Reduced |
| Squarepoint Ops LLC | 103,606 | $7.09M | 0.02% | +78,544+313.4% | Added |
| State of Wisconsin Investment Board | 103,874 | $7.11M | 0.02% | −6,849−6.2% | Reduced |
| Engineers Gate Manager LP | 104,017 | $7.12M | 0.09% | +48,302+86.7% | Added |
| Comerica Bank | 104,354 | $7.14M | 0.03% | +77+0.1% | Added |
| Impax Asset Management Group plc | 113,586 | $7.77M | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 122,534 | $8.39M | 0.00% | +32,385+35.9% | Added |
| BNP Paribas Arbitrage, SA | 123,169 | $8.43M | 0.01% | +42,636+52.9% | Added |
| Two Sigma Advisers, LP | 125,100 | $8.56M | 0.02% | −49,200−28.2% | Reduced |
| Voloridge Investment Management, LLC | 135,958 | $9.31M | 0.03% | +87,432+180.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 138,881 | $9.51M | 0.03% | +7,789+5.9% | Added |
| Assenagon Asset Management S.A. | 148,460 | $10.2M | 0.02% | −33,438−18.4% | Reduced |
| SEI Investments Co | 149,863 | $10.3M | 0.01% | −33,886−18.4% | Reduced |
| Polygon Management Ltd. | 150,000 | $10.3M | 1.85% | +150,000 | New |
| Jain Global LLC | 153,923 | $10.5M | 0.16% | +68,623+80.4% | Added |
| Two Sigma Investments, LP | 156,248 | $10.7M | 0.02% | −139,860−47.2% | Reduced |
| Wells Fargo & Company | 157,389 | $10.8M | 0.00% | +120,409+325.6% | Added |
| AXA S.A. | 158,960 | $10.9M | 0.03% | +24,911+18.6% | Added |
| Envestnet Asset Management Inc | 166,537 | $11.4M | 0.00% | −6,604−3.8% | Reduced |
| Jefferies Financial Group Inc. | 169,055 | $11.6M | 0.19% | +165,728+4,981.3% | Added |
| Russell Investments Group, Ltd. | 176,229 | $12.1M | 0.02% | +66,548+60.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 181,755 | $12.4M | 0.02% | +7,130+4.1% | Added |
| Tensile Capital Management LP | 189,742 | $13.0M | 1.57% | −25,527−11.9% | Reduced |
| UBS Asset Management Americas Inc | 205,262 | $14.1M | 0.00% | +28,382+16.0% | Added |
| New York State Common Retirement Fund | 213,595 | $14.6M | 0.02% | −145,092−40.5% | Reduced |
| Silvercrest Asset Management Group LLC | 218,667 | $15.0M | 0.10% | +83,655+62.0% | Added |
| Standard Life Aberdeen plc | 220,121 | $15.1M | 0.03% | −32,518−12.9% | Reduced |
| Ranger Investment Management, L.P. | 223,620 | $15.3M | 1.07% | −11,925−5.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 229,343 | $15.7M | 0.06% | +127,210+124.6% | Added |
| Qube Research & Technologies Ltd | 260,900 | $17.9M | 0.02% | +82,564+46.3% | Added |
| Millennium Management LLC | 285,084 | $19.5M | 0.02% | +47,338+19.9% | Added |
| Royal Bank of Canada | 290,294 | $19.9M | 0.00% | +197,361+212.4% | Added |
| Morgan Stanley | 291,430 | $19.9M | 0.00% | +74,783+34.5% | Added |
| Goldman Sachs Group Inc | 308,726 | $21.1M | 0.00% | −34,056−9.9% | Reduced |
| Bank of New York Mellon Corp | 333,441 | $22.8M | 0.00% | +45,037+15.6% | Added |
| Woodline Partners LP | 415,633 | $28.5M | 0.15% | +115,120+38.3% | Added |
| Bank of America Corp | 418,993 | $28.7M | 0.00% | −57,473−12.1% | Reduced |
| Renaissance Technologies LLC | 424,811 | $29.1M | 0.04% | −36,200−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 434,671 | $29.8M | 0.01% | +4,209+1.0% | Added |
| JPMorgan Chase & Co | 453,740 | $31.1M | 0.00% | −92,601−16.9% | Reduced |
| TimesSquare Capital Management, LLC | 459,586 | $31.5M | 0.45% | −13,265−2.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 493,180 | $33.8M | 0.02% | −127,524−20.5% | Reduced |
| Ameriprise Financial Inc | 509,333 | $34.9M | 0.01% | −3,812−0.7% | Reduced |
| UBS Group AG | 552,669 | $37.8M | 0.01% | +101,174+22.4% | Added |
| Northern Trust Corp | 560,658 | $38.4M | 0.01% | −31,979−5.4% | Reduced |
| Nuveen, LLC | 573,803 | $39.3M | 0.01% | −55,303−8.8% | Reduced |
| Norges Bank | 587,735 | $40.2M | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 644,631 | $44.1M | 0.06% | −152,552−19.1% | Reduced |
| Brown Capital Management LLC | 702,007 | $48.1M | 1.40% | +6,528+0.9% | Added |
| Mairs & Power Inc | 757,819 | $51.9M | 0.51% | +18,995+2.6% | Added |