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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 45,254 | $3.10M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,499 | $2.98M | 0.00% | −2,256−4.9% | Reduced |
| Ingalls & Snyder LLC | 43,454 | $2.97M | 0.11% | −29,763−40.7% | Reduced |
| Dark Forest Capital Management LP | 41,444 | $2.84M | 0.11% | +3,659+9.7% | Added |
| TD Asset Management Inc | 41,354 | $2.83M | 0.00% | −4,620−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,883 | $2.80M | 0.07% | +40,883 | New |
| Allianz Asset Management GmbH | 39,955 | $2.73M | 0.00% | −3,425−7.9% | Reduced |
| Tudor Investment Corp Et Al | 39,444 | $2.70M | 0.02% | +39,444 | New |
| Invesco Ltd. | 38,989 | $2.67M | 0.00% | −573,149−93.6% | Reduced |
| Brown Advisory Inc | 38,895 | $2.66M | 0.00% | −1,265−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 36,968 | $2.53M | 0.00% | +36,968 | New |
| Schonfeld Strategic Advisors LLC | 36,527 | $2.50M | 0.02% | +7,991+28.0% | Added |
| Resources Investment Advisors, LLC. | 36,056 | $2.47M | 0.03% | −24−0.1% | Reduced |
| EFG Asset Management (North America) Corp. | 35,196 | $2.41M | 0.34% | +6,825+24.1% | Added |
| MetLife Investment Management | 29,953 | $2.05M | 0.01% | −26−0.1% | Reduced |
| HSBC Holdings PLC | 28,541 | $1.93M | 0.00% | +2,564+9.9% | Added |
| Siren, L.L.C. | 28,000 | $1.92M | 0.10% | +10,500+60.0% | Added |
| Dorsey & Whitney Trust CO LLC | 27,919 | $1.91M | 0.10% | +680+2.5% | Added |
| State of New Jersey Common Pension Fund D | 27,895 | $1.91M | 0.01% | +4,868+21.1% | Added |
| XTX Topco Ltd | 27,698 | $1.90M | 0.08% | +2,136+8.4% | Added |
| Manufacturers Life Insurance Company, The | 27,662 | $1.89M | 0.00% | −2,280−7.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 27,588 | $1.89M | 0.11% | −575−2.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,495 | $1.88M | 0.00% | +2,230+8.8% | Added |
| Ci Investments Inc. | 26,414 | $1.81M | 0.01% | −5,200−16.4% | Reduced |
| Polar Asset Management Partners Inc. | 24,771 | $1.70M | 0.04% | −60,604−71.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 24,731 | $1.69M | 0.41% | +2,500+11.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 23,868 | $1.63M | 0.26% | +23,868 | New |
| Aequim Alternative Investments LP | 22,200 | $1.52M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 21,977 | $1.50M | 0.01% | −6,141−21.8% | Reduced |
| Quantbot Technologies LP | 20,215 | $1.38M | 0.04% | +10,537+108.9% | Added |
| Janus Henderson Group PLC | 19,753 | $1.35M | 0.00% | −3,000−13.2% | Reduced |
| US Bancorp | 18,863 | $1.29M | 0.00% | −2,294−10.8% | Reduced |
| Janney Montgomery Scott LLC | 18,850 | $1.29M | 0.00% | −746−3.8% | Reduced |
| HighTower Advisors, LLC | 18,374 | $1.26M | 0.00% | −1,537−7.7% | Reduced |
| HRT Financial LP | 18,203 | $1.25M | 0.01% | −8,095−30.8% | Reduced |
| Cetera Investment Advisers | 18,048 | $1.24M | 0.00% | −105−0.6% | Reduced |
| Quadrature Capital Ltd | 18,039 | $1.23M | 0.02% | +13,638+309.9% | Added |
| LPL Financial LLC | 17,935 | $1.23M | 0.00% | +1,541+9.4% | Added |
| Avantax Planning Partners, Inc. | 16,640 | $1.14M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 16,117 | $1.10M | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 16,021 | $1.10M | 0.05% | +2,752+20.7% | Added |
| Vancity Investment Management Ltd | 15,406 | $1.05M | 0.13% | +4,138+36.7% | Added |
| Ceera Investments, LLC | 15,301 | $1.05M | 0.32% | +15,301 | New |
| Nicholas Investment Partners, LP | 15,000 | $1.03M | 0.09% | −25,433−62.9% | Reduced |
| Arizona State Retirement System | 14,391 | $985.1K | 0.01% | +344+2.4% | Added |
| Los Angeles Capital Management LLC | 14,038 | $960.9K | 0.00% | −17,146−55.0% | Reduced |
| Voya Investment Management LLC | 13,808 | $945.2K | 0.00% | +138+1.0% | Added |
| Mariner, LLC | 13,682 | $936.5K | 0.00% | −4,668−25.4% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $926.8K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,400 | $917.0K | 0.00% | −500−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,269 | $908.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 13,056 | $893.7K | 0.01% | +4,593+54.3% | Added |
| Dimensional Fund Advisors LP | 12,624 | $864.1K | 0.00% | +2,015+19.0% | Added |
| Campbell & CO Investment Adviser LLC | 12,364 | $846.3K | 0.05% | −19,152−60.8% | Reduced |
| Amundi | 12,449 | $844.7K | 0.00% | +12,350+12,474.7% | Added |
| EULAV Asset Management | 11,900 | $814.6K | 0.02% | −64,500−84.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,538 | $789.8K | 0.01% | +486+4.4% | Added |
| Winton Group Ltd | 11,536 | $789.6K | 0.04% | +11,536 | New |
| ProShare Advisors LLC | 10,765 | $736.9K | 0.00% | −679−5.9% | Reduced |
| Talbot Financial, LLC | 10,500 | $718.7K | 0.07% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,300 | $705.0K | 0.00% | +800+8.4% | Added |
| CWM, LLC | 9,243 | $633.0K | 0.00% | +1,077+13.2% | Added |
| Pathstone Holdings, LLC | 9,227 | $631.6K | 0.00% | −9,122−49.7% | Reduced |
| Teacher Retirement System of Texas | 9,201 | $629.8K | 0.00% | +467+5.3% | Added |
| Petrus Trust Company, LTA | 9,032 | $618.2K | 0.06% | −980−9.8% | Reduced |
| SG Americas Securities, LLC | 8,611 | $589.0K | 0.00% | −4,427−34.0% | Reduced |
| Empower Advisory Group, LLC | 8,521 | $583.3K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,395 | $574.6K | 0.00% | +5,025+149.1% | Added |
| FORA Capital, LLC | 8,312 | $569.0K | 0.06% | +8,312 | New |
| Centiva Capital, LP | 8,043 | $550.5K | 0.04% | −104−1.3% | Reduced |
| Gsa Capital Partners LLP | 7,901 | $541.0K | 0.04% | −3,656−31.6% | Reduced |
| Walleye Capital LLC | 7,828 | $535.8K | 0.00% | −36,911−82.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,637 | $522.8K | 0.01% | +6,543+598.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $517.0K | 0.19% | 00.0% | Unchanged |
| Summit Global Investments | 7,346 | $503.0K | 0.03% | +1,003+15.8% | Added |
| Pictet Asset Management Holding SA | 7,292 | $499.1K | 0.00% | −214−2.9% | Reduced |
| Empowered Funds, LLC | 7,264 | $497.2K | 0.01% | +1,712+30.8% | Added |
| Capstone Investment Advisors, LLC | 7,065 | $483.6K | 0.00% | +7,065 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,972 | $477.2K | 0.00% | +585+9.2% | Added |
| Trust Point Inc. | 6,871 | $470.3K | 0.04% | −4,226−38.1% | Reduced |
| Commonwealth Equity Services, LLC | 6,838 | $468.0K | 0.00% | +74+1.1% | Added |
| Groupama Asset Managment | – | $463.9K | 0.01% | – | – |
| Legacy Bridge, LLC | 6,664 | $456.2K | 0.22% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 6,259 | $428.4K | 0.00% | +2,505+66.7% | Added |
| Quest Partners LLC | 6,208 | $424.9K | 0.04% | +4,061+189.1% | Added |
| CIBC World Markets Corp | 6,196 | $424.1K | 0.00% | −5,145−45.4% | Reduced |
| Freestone Grove Partners LP | 6,106 | $418.0K | 0.00% | +6,106 | New |
| Two Sigma Securities, LLC | 6,005 | $411.0K | 0.05% | +6,005 | New |
| Creative Planning | 5,902 | $404.0K | 0.00% | −17,511−74.8% | Reduced |
| Victory Capital Management Inc | 5,847 | $400.2K | 0.00% | −125−2.1% | Reduced |
| MML Investors Services, LLC | 5,656 | $387.0K | 0.00% | −85−1.5% | Reduced |
| Henshaw Capital LLC | 5,526 | $378.3K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 5,500 | $376.5K | 0.00% | +3,600+189.5% | Added |
| Mercer Global Advisors Inc | 5,389 | $368.9K | 0.00% | −512−8.7% | Reduced |
| Bridgefront Capital, LLC | 5,243 | $358.9K | 0.10% | +5,243 | New |
| Ameritas Investment Partners, Inc. | 5,154 | $352.8K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,117 | $350.3K | 0.01% | −17−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $342.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,753 | $325.3K | 0.04% | −7,721−61.9% | Reduced |