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, Q3 2025
Institutional positions in Workiva Inc as of Sep 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
- 314
- +5 vs. Q2 2025
- Shares held
- 48.6M
- +2.93M (+6.4%) vs. Q2 2025
- Total value
- $4.16B
- +$1.04B (+33.2%) vs. Q2 2025
- New holders
- 55
- 103 more added
- Sold out
- 50
- 109 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,281,317 | $540.7M | 0.01% | +46,254+0.7% | Added |
| BlackRock, Inc. | 4,367,099 | $375.9M | 0.01% | −806,097−15.6% | Reduced |
| Eminence Capital, LP | 3,723,546 | $320.5M | 4.71% | +1,076,778+40.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,594,441 | $137.3M | 0.08% | −942,158−37.1% | Reduced |
| Macquarie Group Ltd | 1,743,391 | $133.1M | 0.16% | +781,638+81.3% | Added |
| Price T Rowe Associates Inc | 1,491,423 | $128.4M | 0.01% | +1,442,129+2,925.6% | Added |
| Nordea Investment Management AB | 1,368,401 | $115.6M | 0.10% | +460,540+50.7% | Added |
| State Street Corp | 1,310,831 | $112.8M | 0.00% | −10,488−0.8% | Reduced |
| Riverbridge Partners LLC | 1,290,870 | $111.1M | 1.88% | −84,997−6.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,262,561 | $108.7M | 1.68% | −32,936−2.5% | Reduced |
| FMR LLC | 1,224,439 | $105.4M | 0.01% | −469,068−27.7% | Reduced |
| Geode Capital Management, LLC | 1,197,223 | $103.1M | 0.01% | −9,885−0.8% | Reduced |
| Morgan Stanley | 1,045,534 | $90.0M | 0.01% | +754,104+258.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,025,660 | $88.3M | 0.27% | +1,025,660 | New |
| Conestoga Capital Advisors, LLC | 996,187 | $85.8M | 1.38% | −174,124−14.9% | Reduced |
| First Trust Advisors LP | 812,760 | $70.0M | 0.05% | −151,587−15.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 802,051 | $69.0M | 0.23% | +802,051 | New |
| Point72 Asset Management, L.P. | 791,646 | $68.1M | 0.15% | +791,646 | New |
| UBS Group AG | 778,118 | $67.0M | 0.01% | +225,449+40.8% | Added |
| Mairs & Power Inc | 757,063 | $65.2M | 0.61% | −756−0.1% | Reduced |
| Nuveen, LLC | 547,140 | $47.1M | 0.01% | −26,663−4.6% | Reduced |
| Northern Trust Corp | 543,031 | $46.7M | 0.01% | −17,627−3.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 523,808 | $45.1M | 0.03% | +30,628+6.2% | Added |
| TimesSquare Capital Management, LLC | 513,503 | $44.2M | 0.63% | +53,917+11.7% | Added |
| Irenic Capital Management LP | 497,010 | $42.8M | 8.40% | +497,010 | New |
| Loomis Sayles & Co L P | 490,936 | $42.3M | 0.05% | −153,695−23.8% | Reduced |
| Brown Capital Management LLC | 461,360 | $39.7M | 1.64% | −240,647−34.3% | Reduced |
| Charles Schwab Investment Management Inc | 431,694 | $37.2M | 0.01% | −2,977−0.7% | Reduced |
| Pembroke Management, LTD | 420,361 | $36.2M | 3.59% | +420,361 | New |
| Bank of America Corp | 414,809 | $35.7M | 0.00% | −4,184−1.0% | Reduced |
| Renaissance Technologies LLC | 410,511 | $35.3M | 0.05% | −14,300−3.4% | Reduced |
| Ameriprise Financial Inc | 404,932 | $34.9M | 0.01% | −104,401−20.5% | Reduced |
| JPMorgan Chase & Co | 387,615 | $33.4M | 0.00% | −66,125−14.6% | Reduced |
| Readystate Asset Management LP | 371,224 | $32.0M | 1.56% | +371,224 | New |
| Jefferies Financial Group Inc. | 346,809 | $29.9M | 0.27% | +177,754+105.1% | Added |
| Goldman Sachs Group Inc | 326,184 | $28.1M | 0.00% | +17,458+5.7% | Added |
| Ranger Investment Management, L.P. | 312,045 | $26.9M | 1.87% | +88,425+39.5% | Added |
| Silvercrest Asset Management Group LLC | 298,134 | $25.7M | 0.17% | +79,467+36.3% | Added |
| Royal Bank of Canada | 297,560 | $25.6M | 0.00% | +7,266+2.5% | Added |
| Bank of New York Mellon Corp | 237,430 | $20.4M | 0.00% | −96,011−28.8% | Reduced |
| Algert Global LLC | 229,559 | $19.8M | 0.33% | +170,439+288.3% | Added |
| Standard Life Aberdeen plc | 231,772 | $19.7M | 0.03% | +11,651+5.3% | Added |
| Jain Global LLC | 193,941 | $16.7M | 0.22% | +40,018+26.0% | Added |
| AQR Capital Management LLC | 187,083 | $16.1M | 0.01% | +86,421+85.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 163,399 | $14.1M | 0.02% | −18,356−10.1% | Reduced |
| Envestnet Asset Management Inc | 160,100 | $13.8M | 0.00% | −6,437−3.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 156,029 | $13.4M | 0.04% | +17,148+12.3% | Added |
| AXA Investment Managers S.A. | 153,098 | $13.2M | 0.04% | +153,098 | New |
| Polygon Management Ltd. | 150,000 | $12.9M | 1.88% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 136,086 | $11.7M | 0.07% | +22,500+19.8% | Added |
| SEI Investments Co | 134,502 | $11.6M | 0.01% | −15,361−10.3% | Reduced |
| UBS Asset Management Americas Inc | 121,693 | $10.5M | 0.00% | −83,569−40.7% | Reduced |
| Russell Investments Group, Ltd. | 119,293 | $10.3M | 0.01% | −56,936−32.3% | Reduced |
| Comerica Bank | 117,488 | $10.1M | 0.04% | +13,134+12.6% | Added |
| Squarepoint Ops LLC | 115,529 | $9.94M | 0.02% | +11,923+11.5% | Added |
| State of Wisconsin Investment Board | 104,021 | $8.95M | 0.02% | +147+0.1% | Added |
| Mutual of America Capital Management LLC | 96,802 | $8.33M | 0.09% | +3,701+4.0% | Added |
| Swiss National Bank | 95,521 | $8.22M | 0.00% | +1,300+1.4% | Added |
| Barclays PLC | 92,235 | $7.94M | 0.00% | −30,299−24.7% | Reduced |
| Summit Creek Advisors LLC | 88,241 | $7.60M | 1.11% | −6,867−7.2% | Reduced |
| Praesidium Investment Management Company, LLC | 87,921 | $7.57M | 1.48% | +87,921 | New |
| California Public Employees Retirement System | 82,329 | $7.09M | 0.00% | +132+0.2% | Added |
| Nicholas Company, Inc. | 80,881 | $6.96M | 0.12% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 80,491 | $6.93M | 0.10% | +80,491 | New |
| Citigroup Inc | 79,993 | $6.89M | 0.00% | −20,489−20.4% | Reduced |
| King Luther Capital Management Corp | 79,835 | $6.87M | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 79,093 | $6.81M | 0.01% | −2,141−2.6% | Reduced |
| Rhumbline Advisers | 77,632 | $6.68M | 0.01% | +491+0.6% | Added |
| Private Wealth Asset Management, LLC | 75,100 | $6.46M | 0.76% | +71,000+1,731.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 71,132 | $6.12M | 0.10% | −22,719−24.2% | Reduced |
| Qube Research & Technologies Ltd | 67,482 | $5.81M | 0.01% | −193,418−74.1% | Reduced |
| Great West Life Assurance Co | 67,721 | $5.77M | 0.01% | −4,341−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 64,794 | $5.58M | 0.06% | −2,648−3.9% | Reduced |
| Panagora Asset Management Inc | 64,369 | $5.54M | 0.02% | +64,369 | New |
| Alliancebernstein L.P. | 58,310 | $5.02M | 0.00% | −513−0.9% | Reduced |
| Kopp Family Office, LLC | 57,566 | $4.96M | 3.23% | −43,293−42.9% | Reduced |
| Legal & General Group Plc | 56,006 | $4.82M | 0.00% | +45+0.1% | Added |
| Alamar Capital Management, LLC | 54,207 | $4.67M | 2.47% | −260−0.5% | Reduced |
| Deutsche Bank AG | 53,122 | $4.57M | 0.00% | −22,913−30.1% | Reduced |
| Abacus Planning Group, Inc. | 52,954 | $4.56M | 0.63% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 52,797 | $4.54M | 0.05% | −10,942−17.2% | Reduced |
| EFG Asset Management (North America) Corp. | 52,063 | $4.48M | 0.58% | +16,867+47.9% | Added |
| Lazard Asset Management LLC | 51,152 | $4.40M | 0.01% | +51,152 | New |
| Herald Investment Management Ltd | 50,000 | $4.30M | 0.57% | +50,000 | New |
| Raymond James Financial Inc | 49,065 | $4.22M | 0.00% | −2,174−4.2% | Reduced |
| Orser Capital Management, LLC | 48,087 | $4.14M | 2.29% | −900−1.8% | Reduced |
| California State Teachers Retirement System | 46,688 | $4.02M | 0.00% | +1,434+3.2% | Added |
| Ingalls & Snyder LLC | 43,983 | $3.79M | 0.12% | +529+1.2% | Added |
| Stifel Financial Corp | 42,884 | $3.69M | 0.00% | −615−1.4% | Reduced |
| Aquatic Capital Management LLC | 42,037 | $3.62M | 0.07% | −7,938−15.9% | Reduced |
| Agf Management Ltd | 41,205 | $3.55M | 0.02% | +41,205 | New |
| Invesco Ltd. | 40,688 | $3.50M | 0.00% | +1,699+4.4% | Added |
| Harbor Capital Advisors, Inc. | 39,514 | $3.40M | 0.26% | +23,493+146.6% | Added |
| D. E. Shaw & Co., Inc. | 39,230 | $3.38M | 0.00% | +2,262+6.1% | Added |
| Wells Fargo & Company | 39,020 | $3.36M | 0.00% | −118,369−75.2% | Reduced |
| Resources Investment Advisors, LLC. | 36,080 | $3.11M | 0.03% | +24+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,247 | $2.78M | 0.00% | +32,247 | New |
| BNP Paribas Arbitrage, SA | 31,973 | $2.75M | 0.00% | −91,196−74.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 30,528 | $2.63M | 0.15% | +2,940+10.7% | Added |
| Siren, L.L.C. | 30,000 | $2.58M | 0.10% | +2,000+7.1% | Added |