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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,268 | $281.3K | 0.03% | +146+4.7% | Added |
| Mackenzie Financial Corp | 3,282 | $282.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,319 | $285.7K | 0.00% | +3,319 | New |
| RIA Advisory Group LLC | 3,538 | $304.6K | 0.08% | −2−0.1% | Reduced |
| Brevan Howard Capital Management LP | 3,540 | $304.7K | 0.00% | +3,540 | New |
| Inlight Wealth Management, LLC | 3,607 | $310.5K | 0.15% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 3,619 | $311.5K | 0.02% | −35−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 3,758 | $320.2K | 0.03% | −140−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,777 | $325.1K | 0.00% | −48−1.3% | Reduced |
| Principal Financial Group Inc | 3,850 | $331.4K | 0.00% | +286+8.0% | Added |
| Xponance, Inc. | 3,947 | $339.8K | 0.00% | +51+1.3% | Added |
| Summit Global Investments | 3,951 | $340.0K | 0.02% | −3,395−46.2% | Reduced |
| Park Avenue Securities LLC | 3,952 | $340.0K | 0.00% | −224−5.4% | Reduced |
| JustInvest LLC | 3,952 | $340.4K | 0.00% | +3,952 | New |
| Henshaw Capital LLC | 4,050 | $348.6K | 0.01% | −1,476−26.7% | Reduced |
| Mirabella Financial Services LLP | 4,067 | $350.1K | 0.03% | +616+17.8% | Added |
| Ameritas Investment Partners, Inc. | 4,201 | $361.6K | 0.01% | −953−18.5% | Reduced |
| Freestone Grove Partners LP | 4,213 | $362.7K | 0.00% | −1,893−31.0% | Reduced |
| Bank of Montreal | 4,389 | $377.8K | 0.00% | +1,106+33.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,482 | $383.5K | 0.00% | +4,482 | New |
| DC Investments Management, LLC | 4,456 | $383.6K | 0.16% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 4,477 | $385.4K | 0.00% | −201−4.3% | Reduced |
| Sage Rhino Capital LLC | 4,522 | $389.3K | 0.08% | +18+0.4% | Added |
| Tradition Wealth Management, LLC | 4,579 | $394.2K | 0.03% | +20.0% | Added |
| MML Investors Services, LLC | 4,716 | $406.0K | 0.00% | −940−16.6% | Reduced |
| Quantinno Capital Management LP | 4,743 | $408.3K | 0.00% | +760+19.1% | Added |
| Atria Investments LLC | 4,763 | $410.0K | 0.00% | +134+2.9% | Added |
| Captrust Financial Advisors | 4,776 | $411.1K | 0.00% | +1,374+40.4% | Added |
| Assenagon Asset Management S.A. | 4,916 | $423.2K | 0.00% | −143,544−96.7% | Reduced |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,003 | $431.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,117 | $440.5K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,210 | $448.5K | 0.13% | −33−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 5,214 | $449.0K | 0.00% | −1,624−23.7% | Reduced |
| Diversified Trust Co | 5,344 | $460.0K | 0.01% | +5,344 | New |
| CIBC Bancorp USA Inc. | 5,361 | $461.5K | 0.00% | +5,361 | New |
| Benjamin Edwards Inc | 5,398 | $464.6K | 0.01% | +2,232+70.5% | Added |
| SRS Capital Advisors, Inc. | 5,439 | $468.2K | 0.01% | +5,407+16,896.9% | Added |
| George Kaiser Family Foundation | 5,686 | $489.5K | 0.07% | +5,686 | New |
| Victory Capital Management Inc | 5,715 | $491.9K | 0.00% | −132−2.3% | Reduced |
| Groupama Asset Managment | – | $494.4K | 0.01% | – | – |
| Bank of Nova Scotia | 6,085 | $523.8K | 0.00% | +6,085 | New |
| Empowered Funds, LLC | 6,263 | $539.1K | 0.01% | −1,001−13.8% | Reduced |
| Prudential Financial Inc | 6,274 | $540.1K | 0.00% | +15+0.2% | Added |
| Cerity Partners LLC | 6,295 | $541.9K | 0.00% | +2,998+90.9% | Added |
| CenterBook Partners LP | 6,310 | $543.2K | 0.03% | +6,310 | New |
| Legacy Bridge, LLC | 6,664 | $573.6K | 0.24% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,820 | $587.1K | 0.00% | −152−2.2% | Reduced |
| Trust Point Inc. | 7,475 | $643.4K | 0.05% | +604+8.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $650.0K | 0.22% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 7,783 | $670.0K | 0.26% | +7,783 | New |
| Pictet Asset Management Holding SA | 7,941 | $683.6K | 0.00% | +649+8.9% | Added |
| Brookstone Capital Management | 8,329 | $717.0K | 0.01% | +8,329 | New |
| Mercer Global Advisors Inc | 8,356 | $719.3K | 0.00% | +2,967+55.1% | Added |
| Canada Pension Plan Investment Board | 8,400 | $723.1K | 0.00% | +2,900+52.7% | Added |
| Topline Capital Management, LLC | 8,471 | $729.2K | 0.13% | −49,529−85.4% | Reduced |
| Empower Advisory Group, LLC | 8,521 | $733.5K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 8,678 | $747.0K | 0.02% | +8,678 | New |
| ProShare Advisors LLC | 8,819 | $759.1K | 0.00% | −1,946−18.1% | Reduced |
| Voya Investment Management LLC | 9,191 | $791.2K | 0.00% | −4,617−33.4% | Reduced |
| Pathstone Holdings, LLC | 9,540 | $821.2K | 0.00% | +313+3.4% | Added |
| Teacher Retirement System of Texas | 9,913 | $853.3K | 0.00% | +712+7.7% | Added |
| Virginia Retirement Systems Et Al | 10,200 | $878.0K | 0.01% | +10,200 | New |
| KLP Kapitalforvaltning AS | 10,300 | $886.6K | 0.00% | 00.0% | Unchanged |
| Talbot Financial, LLC | 10,500 | $903.8K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 10,886 | $937.1K | 0.00% | −7,977−42.3% | Reduced |
| Ensign Peak Advisors, Inc | 11,117 | $957.0K | 0.00% | −5,000−31.0% | Reduced |
| Franklin Resources Inc | 12,480 | $1.07M | 0.00% | +8,691+229.4% | Added |
| Two Sigma Investments, LP | 12,688 | $1.09M | 0.00% | −143,560−91.9% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $1.17M | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 13,761 | $1.18M | 0.01% | −401,872−96.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,922 | $1.20M | 0.01% | +2,384+20.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,037 | $1.21M | 0.00% | +768+5.8% | Added |
| Susquehanna International Group, LLP | 14,518 | $1.25M | 0.00% | −83,706−85.2% | Reduced |
| Arizona State Retirement System | 14,586 | $1.26M | 0.01% | +195+1.4% | Added |
| Dimensional Fund Advisors LP | 15,225 | $1.31M | 0.00% | +2,601+20.6% | Added |
| Ceera Investments, LLC | 15,301 | $1.32M | 0.41% | 00.0% | Unchanged |
| CWM, LLC | 15,348 | $1.32M | 0.00% | +6,105+66.0% | Added |
| Vancity Investment Management Ltd | 15,450 | $1.33M | 0.18% | +44+0.3% | Added |
| Weiss Asset Management LP | 15,531 | $1.34M | 0.02% | +15,531 | New |
| Avantax Planning Partners, Inc. | 16,640 | $1.43M | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,819 | $1.45M | 0.00% | −196,776−92.1% | Reduced |
| HighTower Advisors, LLC | 17,024 | $1.47M | 0.00% | −1,350−7.3% | Reduced |
| Intech Investment Management LLC | 17,801 | $1.53M | 0.01% | −4,176−19.0% | Reduced |
| Janney Montgomery Scott LLC | 18,017 | $1.55M | 0.00% | −833−4.4% | Reduced |
| Mariner, LLC | 18,024 | $1.55M | 0.00% | +4,342+31.7% | Added |
| Schonfeld Strategic Advisors LLC | 18,145 | $1.56M | 0.01% | −18,382−50.3% | Reduced |
| Trexquant Investment LP | 18,328 | $1.58M | 0.02% | −36,481−66.6% | Reduced |
| Acadian Asset Management LLC | 18,733 | $1.61M | 0.00% | −67,333−78.2% | Reduced |
| Los Angeles Capital Management LLC | 19,477 | $1.68M | 0.01% | +5,439+38.7% | Added |
| Cetera Investment Advisers | 20,028 | $1.72M | 0.00% | +1,980+11.0% | Added |
| LPL Financial LLC | 20,290 | $1.75M | 0.00% | +2,355+13.1% | Added |
| Holocene Advisors, LP | 20,533 | $1.77M | 0.00% | −35,475−63.3% | Reduced |
| Advantage Alpha Capital Partners LP | 21,079 | $1.81M | 0.55% | −57,368−73.1% | Reduced |
| Janus Henderson Group PLC | 21,367 | $1.84M | 0.00% | +1,614+8.2% | Added |
| Edgestream Partners, L.P. | 21,467 | $1.85M | 0.05% | −51,839−70.7% | Reduced |
| Handelsbanken Fonder AB | 21,695 | $1.87M | 0.01% | +8,295+61.9% | Added |
| Creative Planning | 22,616 | $1.95M | 0.00% | +16,714+283.2% | Added |
| Ieq Capital, LLC | 23,165 | $1.99M | 0.01% | +14,770+175.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 24,200 | $2.08M | 0.00% | −22,600−48.3% | Reduced |