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Livermore
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.

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.

Institutional holdersQ3 2025: 314 institutions
Q1 2021: 238 institutionsQ2 2021: 250 institutionsQ3 2021: 283 institutionsQ4 2021: 319 institutionsQ1 2022: 287 institutionsQ2 2022: 252 institutionsQ3 2022: 262 institutionsQ4 2022: 271 institutionsQ1 2023: 311 institutionsQ2 2023: 306 institutionsQ3 2023: 333 institutionsQ4 2023: 325 institutionsQ1 2024: 302 institutionsQ2 2024: 300 institutionsQ3 2024: 295 institutionsQ4 2024: 316 institutionsQ1 2025: 330 institutionsQ2 2025: 313 institutionsQ3 2025: 314 institutionsQ4 2025: 348 institutionsQ1 2026: 315 institutionsQ2 2026: 306 institutions
Value heldQ3 2025: $4.16B
Q1 2021: $3.27BQ2 2021: $4.33BQ3 2021: $5.86BQ4 2021: $5.52BQ1 2022: $5.23BQ2 2022: $2.92BQ3 2022: $3.41BQ4 2022: $3.75BQ1 2023: $4.61BQ2 2023: $4.62BQ3 2023: $4.69BQ4 2023: $4.81BQ1 2024: $4.03BQ2 2024: $3.42BQ3 2024: $3.64BQ4 2024: $5.17BQ1 2025: $3.59BQ2 2025: $3.17BQ3 2025: $4.16BQ4 2025: $4.32BQ1 2026: $2.92BQ2 2026: $2.41B
Institutions holding WK and their total value by quarter
QuarterHoldersValue
Q2 2026306$2.41B
Q1 2026315$2.92B
Q4 2025348$4.32B
Q3 2025314$4.16B
Q2 2025313$3.17B
Q1 2025330$3.59B
Q4 2024316$5.17B
Q3 2024295$3.64B
Q2 2024300$3.42B
Q1 2024302$4.03B
Q4 2023325$4.81B
Q3 2023333$4.69B
Q2 2023306$4.62B
Q1 2023311$4.61B
Q4 2022271$3.75B
Q3 2022262$3.41B
Q2 2022252$2.92B
Q1 2022287$5.23B
Q4 2021319$5.52B
Q3 2021283$5.86B
Q2 2021250$4.33B
Q1 2021238$3.27B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q2 2025.

Institutions holding WK in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Cloud Capital Management, LLC4$00.00%+4New
Transamerica Financial Advisors, Inc.1$860.00%+1New
Tortoise Investment Management, LLC1$860.00%+1New
MV Capital Management, Inc.1$870.00%00.0%Unchanged
Rialto Wealth Management, LLC1$870.00%00.0%Unchanged
Assetmark, Inc2$1720.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1720.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$1720.00%+1+100.0%Added
SJS Investment Consulting Inc.2$1730.00%00.0%Unchanged
Fortitude Family Office, LLC5$4300.00%00.0%Unchanged
Quadrant Capital Group LLC5$4310.00%+5New
DiNuzzo Private Wealth, Inc.6$4940.00%+3+100.0%Added
Wealthspire Advisors, LLC7$6030.00%+7New
JFS Wealth Advisors, LLC11$9470.00%+8+266.7%Added
Bogart Wealth, LLC14$1.21K0.00%00.0%Unchanged
Salem Investment Counselors Inc20$1.72K0.00%00.0%Unchanged
Private Wealth Management Group, LLC23$1.98K0.00%00.0%Unchanged
Bare Financial Services, Inc23$1.98K0.00%+7+43.8%Added
Hemington Wealth Management28$2.00K0.00%+7+33.3%Added
Sunbelt Securities, Inc.26$2.24K0.00%−17−39.5%Reduced
True Wealth Design, LLC26$2.24K0.00%−17−39.5%Reduced
Ancora Advisors, LLC29$2.50K0.00%00.0%Unchanged
SBI Securities Co., Ltd.32$2.75K0.00%00.0%Unchanged
Jones Financial Companies LLLP33$2.83K0.00%00.0%Unchanged
Principal Securities, Inc.37$3.19K0.00%00.0%Unchanged
Massmutual Trust Co FSB37$3.19K0.00%+16+76.2%Added
Parallel Advisors, LLC38$3.27K0.00%−14−26.9%Reduced
Golden State Wealth Management, LLC44$3.79K0.00%00.0%Unchanged
Root Financial Partners, LLC45$3.87K0.00%+45New
Mather Group, LLC.46$3.96K0.00%+46New
Geneos Wealth Management Inc.46$3.96K0.00%+46New
Global Retirement Partners, LLC47$4.05K0.00%00.0%Unchanged
Clearstead Advisors, LLC50$4.30K0.00%+46+1,150.0%Added
Financial Network Wealth Advisors LLC68$5.85K0.01%00.0%Unchanged
Group One Trading, L.P.69$5.94K0.00%+69New
Quarry LP82$7.06K0.00%+82New
Rothschild Investment LLC92$7.92K0.00%+32+53.3%Added
Westside Investment Management, Inc.96$8.07K0.00%00.0%Unchanged
IFP Advisors, Inc104$8.95K0.00%+68+188.9%Added
Optiver Holding B.V.115$9.90K0.00%−24−17.3%Reduced
Rise Advisors, LLC117$10.1K0.00%00.0%Unchanged
Cornerstone Planning Group LLC141$10.3K0.00%+99+235.7%Added
Versant Capital Management, Inc130$11.2K0.00%+14+12.1%Added
Colonial Trust Co169$14.4K0.00%00.0%Unchanged
Huntington National Bank193$16.6K0.00%−1−0.5%Reduced
Danske Bank A/S200$17.2K0.00%−914−82.0%Reduced
Advisory Services Network, LLC212$18.2K0.00%+212New
First Horizon Corp240$20.7K0.00%+240New
Federation des caisses Desjardins du Quebec250$21.5K0.00%00.0%Unchanged
GAMMA Investing LLC287$24.7K0.00%+213+287.8%Added
Covestor Ltd310$27.0K0.01%00.0%Unchanged
Bessemer Group Inc365$31.0K0.00%−202−35.6%Reduced
Essential Partners LLC389$33.5K0.01%+106+37.5%Added
EverSource Wealth Advisors, LLC391$33.7K0.00%+268+217.9%Added
Farther Finance Advisors, LLC403$34.7K0.00%+25+6.6%Added
Allworth Financial LP412$35.5K0.00%+186+82.3%Added
Abound Wealth Management500$43.0K0.01%00.0%Unchanged
Rockefeller Capital Management L.P.504$43.4K0.00%+504New
Harbour Investments, Inc.509$43.8K0.00%00.0%Unchanged
Signaturefd, LLC529$45.5K0.00%+85+19.1%Added
Shell Asset Management Co547$47.0K0.00%−989−64.4%Reduced
Quest Partners LLC582$50.1K0.00%−5,626−90.6%Reduced
Park Place Capital Corp617$53.1K0.01%−179−22.5%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.624$54.0K0.00%+19+3.1%Added
Advisor Group Holdings, Inc.653$55.1K0.00%+173+36.0%Added
Global Wealth Strategies & Associates703$60.5K0.02%00.0%Unchanged
Essex Investment Management Co LLC728$62.7K0.01%+728New
Advisors Asset Management, Inc.866$74.5K0.00%−156−15.3%Reduced
Hilltop National Bank969$83.4K0.02%00.0%Unchanged
FNY Investment Advisers, LLC1,000$86.0K0.03%+1,000New
GPS Wealth Strategies Group, LLC1,020$87.8K0.01%−50−4.7%Reduced
Fifth Third Bancorp1,152$99.2K0.00%+17+1.5%Added
Smartleaf Asset Management LLC1,276$108.7K0.01%+440+52.6%Added
KBC Group NV1,425$123.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,518$130.7K0.00%+29+1.9%Added
State of Wyoming1,553$133.7K0.02%+207+15.4%Added
Amalgamated Bank1,629$140.0K0.00%−123−7.0%Reduced
Point72 Europe (London) LLP1,855$159.7K0.01%+1,855New
Paladin Advisory Group, LLC1,857$159.9K0.12%00.0%Unchanged
Tower Research Capital LLC (TRC)1,878$161.7K0.00%−5,759−75.4%Reduced
Heartwood Wealth Advisors LLC2,000$172.2K0.02%+2,000New
Northwestern Mutual Wealth Management Co2,034$175.1K0.00%−27−1.3%Reduced
St Germain D J Co Inc2,055$176.9K0.01%+2,055New
State of Alaska, Department of Revenue2,196$189.0K0.00%+2,196New
Aigen Investment Management, LP2,341$201.5K0.03%+2,341New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,399$206.5K0.00%−54−2.2%Reduced
Bridgewater Associates, LP2,434$209.5K0.00%+2,434New
Hardy Reed LLC2,543$218.9K0.02%−882−25.8%Reduced
Engineers Gate Manager LP2,548$219.3K0.00%−101,469−97.6%Reduced
STRS Ohio2,600$223.8K0.00%+300+13.0%Added
ExodusPoint Capital Management, LP2,610$224.7K0.00%+2,610New
United Bank2,639$227.2K0.03%+2,639New
Walleye Trading LLC2,735$235.4K0.00%+2,735New
Parkside Financial Bank & Trust2,822$242.9K0.02%−5−0.2%Reduced
Larson Financial Group LLC2,864$246.5K0.01%+2,452+595.1%Added
Foster Group, Inc.3,069$264.2K0.01%+40+1.3%Added
Fox Run Management, L.L.C.3,075$264.7K0.04%+3,075New
Qsemble Capital Management, LP3,114$268.1K0.03%+3,114New
Kings Path Partners LLC3,220$277.2K0.10%+3,220New