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Livermore
ZHEN

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.

Q3 2025 vs. Q2 2025

How the institutions holding Workiva Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of WK: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3134314+5
Shares46.3M594.5K48.6M+2.93M (+6.4%)
Value$3.17B$40.7M$4.16B+$1.04B (+33.2%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Workiva Inc at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to WK in Q3 2025
InstitutionSharesValue% of portfolio
Hotchkis & Wiley Capital Management LLC1,025,660$88.3M0.27%
Fuller & Thaler Asset Management, Inc.802,051$69.0M0.23%
Point72 Asset Management, L.P.791,646$68.1M0.15%
Irenic Capital Management LP497,010$42.8M8.40%
Pembroke Management, LTD420,361$36.2M3.59%
Readystate Asset Management LP371,224$32.0M1.56%
AXA Investment Managers S.A.153,098$13.2M0.04%
Praesidium Investment Management Company, LLC87,921$7.57M1.48%
Flputnam Investment Management Co80,491$6.93M0.10%
Panagora Asset Management Inc64,369$5.54M0.02%
Lazard Asset Management LLC51,152$4.40M0.01%
Herald Investment Management Ltd50,000$4.30M0.57%
Agf Management Ltd41,205$3.55M0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main32,247$2.78M0.00%
Weiss Asset Management LP15,531$1.34M0.02%
Virginia Retirement Systems Et Al10,200$878.0K0.01%
Boothbay Fund Management, LLC8,678$747.0K0.02%
Brookstone Capital Management8,329$717.0K0.01%
Unique Wealth Strategies, LLC7,783$670.0K0.26%
CenterBook Partners LP6,310$543.2K0.03%
Bank of Nova Scotia6,085$523.8K0.00%
George Kaiser Family Foundation5,686$489.5K0.07%
CIBC Bancorp USA Inc.5,361$461.5K0.00%
Diversified Trust Co5,344$460.0K0.01%
Wealth Enhancement Advisory Services, LLC4,482$383.5K0.00%
JustInvest LLC3,952$340.4K0.00%
Brevan Howard Capital Management LP3,540$304.7K0.00%
Allspring Global Investments Holdings, LLC3,319$285.7K0.00%
Kings Path Partners LLC3,220$277.2K0.10%
Qsemble Capital Management, LP3,114$268.1K0.03%
Fox Run Management, L.L.C.3,075$264.7K0.04%
Walleye Trading LLC2,735$235.4K0.00%
United Bank2,639$227.2K0.03%
ExodusPoint Capital Management, LP2,610$224.7K0.00%
Bridgewater Associates, LP2,434$209.5K0.00%
Aigen Investment Management, LP2,341$201.5K0.03%
State of Alaska, Department of Revenue2,196$189.0K0.00%
St Germain D J Co Inc2,055$176.9K0.01%
Heartwood Wealth Advisors LLC2,000$172.2K0.02%
Point72 Europe (London) LLP1,855$159.7K0.01%
FNY Investment Advisers, LLC1,000$86.0K0.03%
Essex Investment Management Co LLC728$62.7K0.01%
Rockefeller Capital Management L.P.504$43.4K0.00%
First Horizon Corp240$20.7K0.00%
Advisory Services Network, LLC212$18.2K0.00%
Quarry LP82$7.06K0.00%
Group One Trading, L.P.69$5.94K0.00%
Mather Group, LLC.46$3.96K0.00%
Geneos Wealth Management Inc.46$3.96K0.00%
Root Financial Partners, LLC45$3.87K0.00%
Wealthspire Advisors, LLC7$6030.00%
Quadrant Capital Group LLC5$4310.00%
Transamerica Financial Advisors, Inc.1$860.00%
Tortoise Investment Management, LLC1$860.00%
Cloud Capital Management, LLC4$00.00%

Sold out (50)

Institutions that held Workiva Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of WK in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Jacobs Levy Equity Management, Inc229,343$15.7M
Tensile Capital Management LP189,742$13.0M
AXA S.A.158,960$10.9M
Voloridge Investment Management, LLC135,958$9.31M
Two Sigma Advisers, LP125,100$8.56M
Man Group plc93,010$6.37M
Jane Street Group, LLC79,118$5.42M
Jump Financial, LLC60,281$4.13M
Dark Forest Capital Management LP41,444$2.84M
Y-Intercept (Hong Kong) Ltd40,883$2.80M
Tudor Investment Corp Et Al39,444$2.70M
Brown Advisory Inc38,895$2.66M
HSBC Holdings PLC28,541$1.93M
XTX Topco Ltd27,698$1.90M
Polar Asset Management Partners Inc.24,771$1.70M
University of Texas/Texas Am Investment Managment Co23,868$1.63M
Aequim Alternative Investments LP22,200$1.52M
Quantbot Technologies LP20,215$1.38M
HRT Financial LP18,203$1.25M
Quadrature Capital Ltd18,039$1.23M
Nicholas Investment Partners, LP15,000$1.03M
Campbell & CO Investment Adviser LLC12,364$846.3K
Amundi12,449$844.7K
EULAV Asset Management11,900$814.6K
Winton Group Ltd11,536$789.6K
Petrus Trust Company, LTA9,032$618.2K
SG Americas Securities, LLC8,611$589.0K
FORA Capital, LLC8,312$569.0K
Centiva Capital, LP8,043$550.5K
Gsa Capital Partners LLP7,901$541.0K
Walleye Capital LLC7,828$535.8K
Two Sigma Securities, LLC6,005$411.0K
Occudo Quantitative Strategies LP4,753$325.3K
Mount Yale Investment Advisors, LLC4,608$315.4K
Envestnet Portfolio Solutions, Inc.3,497$239.4K
Marshall Wace, LLP3,471$237.6K
Transatlantique Private Wealth LLC3,428$234.6K
Capital Wealth Planning, LLC3,000$205.3K
Clear Street Markets LLC934$63.9K
TD Waterhouse Canada Inc.740$50.5K
Simplex Trading, LLC340$23.0K
Aster Capital Management (DIFC) Ltd271$18.6K
Bryn Mawr Trust Co35$2.40K
Central Trust Co32$2.19K
Kilter Group LLC28$1.92K
Caitong International Asset Management Co., Ltd21$1.44K
Hantz Financial Services, Inc.8$1.00K
Skopos Labs, Inc.13$890
Federated Hermes, Inc.5$342
Twin Peaks Wealth Advisors, LLC1$73

Not filed for Q3 2025 yet (4)

Institutions that held Workiva Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank587,735$40.2M
CIBC World Markets Corp6,196$424.1K
First Horizon Advisors, Inc.497$34.0K
Iron Horse Wealth Management, LLC50$3.42K