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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 907,861 | $61.2M | 0.06% | −27,435−2.9% | Reduced |
| Macquarie Group Ltd | 961,753 | $65.8M | 0.08% | −528,032−35.4% | Reduced |
| First Trust Advisors LP | 964,347 | $66.0M | 0.05% | +3,673+0.4% | Added |
| Conestoga Capital Advisors, LLC | 1,170,311 | $80.1M | 1.18% | −8,868−0.8% | Reduced |
| Geode Capital Management, LLC | 1,207,108 | $82.6M | 0.01% | +4,056+0.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,295,497 | $88.7M | 1.41% | +1,295,497 | New |
| State Street Corp | 1,321,319 | $90.4M | 0.00% | +12,087+0.9% | Added |
| Riverbridge Partners LLC | 1,375,867 | $94.2M | 1.52% | −160,583−10.5% | Reduced |
| FMR LLC | 1,693,507 | $115.9M | 0.01% | −1,038,532−38.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,536,599 | $173.6M | 0.11% | −298,124−10.5% | Reduced |
| Eminence Capital, LP | 2,646,768 | $181.2M | 2.67% | +1,791,768+209.6% | Added |
| BlackRock, Inc. | 5,173,196 | $354.1M | 0.01% | −78,660−1.5% | Reduced |
| Vanguard Group Inc | 6,235,063 | $426.8M | 0.01% | +292,692+4.9% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −658,523−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −277,164−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −157,363−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −151,500−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −111,870−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −104,824−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −99,051−100.0% | Sold out |
| Ivy Lane Capital Management, LLC | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −43,880−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,030−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,038−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −20,923−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −19,885−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −18,676−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,189−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,664−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −10,575−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,198−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,588−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −5,041−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,655−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,369−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,074−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,667−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |