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 |
|---|---|---|---|---|---|
| Glenmede Investment Management, LP | 4,678 | $320.2K | 0.00% | +4,678 | New |
| Atria Investments LLC | 4,629 | $316.9K | 0.00% | +293+6.8% | Added |
| Mount Yale Investment Advisors, LLC | 4,608 | $315.4K | 0.02% | +345+8.1% | Added |
| Tradition Wealth Management, LLC | 4,577 | $313.3K | 0.03% | +70+1.6% | Added |
| Sage Rhino Capital LLC | 4,504 | $308.3K | 0.07% | −53−1.2% | Reduced |
| DC Investments Management, LLC | 4,456 | $305.0K | 0.13% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,176 | $286.0K | 0.00% | −198−4.5% | Reduced |
| Private Wealth Asset Management, LLC | 4,100 | $280.6K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 3,983 | $272.6K | 0.00% | −1,201−23.2% | Reduced |
| Xponance, Inc. | 3,896 | $266.7K | 0.00% | +46+1.2% | Added |
| The PNC Financial Services Group, Inc. | 3,825 | $261.8K | 0.00% | −688−15.2% | Reduced |
| Franklin Resources Inc | 3,789 | $259.4K | 0.00% | +523+16.0% | Added |
| Voya Financial Advisors, Inc. | 3,898 | $256.6K | 0.03% | −39−1.0% | Reduced |
| Sonora Investment Management Group, LLC | 3,654 | $250.1K | 0.02% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 3,607 | $246.9K | 0.13% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,564 | $244.0K | 0.00% | −520−12.7% | Reduced |
| RIA Advisory Group LLC | 3,540 | $242.3K | 0.07% | −400−10.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,497 | $239.4K | 0.00% | −1,136−24.5% | Reduced |
| Marshall Wace, LLP | 3,471 | $237.6K | 0.00% | −53,598−93.9% | Reduced |
| Mirabella Financial Services LLP | 3,451 | $236.2K | 0.02% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 3,428 | $234.6K | 0.09% | −1,715−33.3% | Reduced |
| Hardy Reed LLC | 3,425 | $234.4K | 0.02% | −38−1.1% | Reduced |
| Captrust Financial Advisors | 3,402 | $232.9K | 0.00% | −291−7.9% | Reduced |
| Cerity Partners LLC | 3,297 | $225.7K | 0.00% | +656+24.8% | Added |
| Bank of Montreal | 3,283 | $224.7K | 0.00% | −5,900−64.2% | Reduced |
| Mackenzie Financial Corp | 3,282 | $224.7K | 0.00% | +17+0.5% | Added |
| Benjamin Edwards Inc | 3,166 | $216.7K | 0.00% | −102−3.1% | Reduced |
| Wealth Alliance | 3,122 | $213.7K | 0.02% | +236+8.2% | Added |
| Foster Group, Inc. | 3,029 | $207.3K | 0.01% | −13−0.4% | Reduced |
| Capital Wealth Planning, LLC | 3,000 | $205.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,827 | $193.5K | 0.02% | −27−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,453 | $167.9K | 0.00% | +304+14.1% | Added |
| STRS Ohio | 2,300 | $157.4K | 0.00% | −1,900−45.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,061 | $141.1K | 0.00% | −358−14.8% | Reduced |
| Paladin Advisory Group, LLC | 1,857 | $127.1K | 0.10% | 00.0% | Unchanged |
| Amalgamated Bank | 1,752 | $120.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,536 | $105.0K | 0.00% | −169−9.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,489 | $101.9K | 0.00% | +96+6.9% | Added |
| KBC Group NV | 1,425 | $98.0K | 0.00% | −917−39.2% | Reduced |
| State of Wyoming | 1,346 | $92.1K | 0.01% | −544−28.8% | Reduced |
| Fifth Third Bancorp | 1,135 | $77.7K | 0.00% | −553−32.8% | Reduced |
| Danske Bank A/S | 1,114 | $76.3K | 0.00% | −20,597−94.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,070 | $73.2K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,022 | $70.0K | 0.00% | −117−10.3% | Reduced |
| Hilltop National Bank | 969 | $66.3K | 0.02% | +969 | New |
| Clear Street Markets LLC | 934 | $63.9K | 0.02% | +934 | New |
| Smartleaf Asset Management LLC | 836 | $55.0K | 0.00% | −28−3.2% | Reduced |
| Park Place Capital Corp | 796 | $54.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 740 | $50.5K | 0.00% | +740 | New |
| Global Wealth Strategies & Associates | 703 | $48.1K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 605 | $41.0K | 0.00% | +605 | New |
| Bessemer Group Inc | 567 | $39.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 509 | $34.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $34.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 497 | $34.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 480 | $32.9K | 0.00% | −172−26.4% | Reduced |
| Signaturefd, LLC | 444 | $30.4K | 0.00% | −201−31.2% | Reduced |
| Larson Financial Group LLC | 412 | $28.2K | 0.00% | +368+836.4% | Added |
| Farther Finance Advisors, LLC | 378 | $25.9K | 0.00% | −33−8.0% | Reduced |
| Simplex Trading, LLC | 340 | $23.0K | 0.00% | −163−32.4% | Reduced |
| Covestor Ltd | 310 | $21.0K | 0.01% | −138−30.8% | Reduced |
| Essential Partners LLC | 283 | $19.4K | 0.01% | +283 | New |
| Aster Capital Management (DIFC) Ltd | 271 | $18.6K | 0.00% | +271 | New |
| Federation des caisses Desjardins du Quebec | 250 | $17.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 226 | $15.5K | 0.00% | +108+91.5% | Added |
| Huntington National Bank | 194 | $13.3K | 0.00% | −11−5.4% | Reduced |
| Colonial Trust Co | 169 | $11.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 139 | $9.52K | 0.00% | +139 | New |
| EverSource Wealth Advisors, LLC | 123 | $8.42K | 0.00% | +37+43.0% | Added |
| Rise Advisors, LLC | 117 | $8.01K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 116 | $7.94K | 0.00% | −103−47.0% | Reduced |
| Westside Investment Management, Inc. | 96 | $6.55K | 0.00% | +96 | New |
| IFP Advisors, Inc | 36 | $5.20K | 0.00% | +31+620.0% | Added |
| GAMMA Investing LLC | 74 | $5.07K | 0.00% | −204−73.4% | Reduced |
| Sunbelt Securities, Inc. | 43 | $4.71K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 68 | $4.66K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $4.11K | 0.00% | −5−7.7% | Reduced |
| Parallel Advisors, LLC | 52 | $3.56K | 0.00% | −51−49.5% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $3.31K | 0.00% | −9−17.6% | Reduced |
| Global Retirement Partners, LLC | 47 | $3.22K | 0.00% | +47 | New |
| Golden State Wealth Management, LLC | 44 | $3.01K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $2.94K | 0.00% | −28−39.4% | Reduced |
| Principal Securities, Inc. | 37 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 35 | $2.40K | 0.00% | +3+9.4% | Added |
| Central Trust Co | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $2.19K | 0.00% | +12+60.0% | Added |
| SBI Securities Co., Ltd. | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $2.17K | 0.00% | −79−70.5% | Reduced |
| Ancora Advisors, LLC | 29 | $1.99K | 0.00% | +29 | New |
| Kilter Group LLC | 28 | $1.92K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 23 | $1.57K | 0.00% | +11+91.7% | Added |
| 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 |
| Salem Investment Counselors Inc | 20 | $1.37K | 0.00% | −15−42.9% | Reduced |
| Bare Financial Services, Inc | 16 | $1.09K | 0.00% | +16 | New |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +16+320.0% | Added |
| Bogart Wealth, LLC | 14 | $958 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 13 | $890 | 0.00% | +13 | New |