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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 24,294 | $2.09M | 0.02% | +17,229+243.9% | Added |
| Millennium Management LLC | 24,358 | $2.10M | 0.00% | −260,726−91.5% | Reduced |
| TD Asset Management Inc | 24,720 | $2.13M | 0.00% | −16,634−40.2% | Reduced |
| Sterling Capital Management LLC | 24,759 | $2.13M | 0.03% | +11,703+89.6% | Added |
| Manufacturers Life Insurance Company, The | 25,668 | $2.21M | 0.00% | −1,994−7.2% | Reduced |
| Citadel Advisors LLC | 26,355 | $2.27M | 0.00% | −21,851−45.3% | Reduced |
| Allianz Asset Management GmbH | 26,589 | $2.29M | 0.00% | −13,366−33.5% | Reduced |
| Verition Fund Management LLC | 26,859 | $2.31M | 0.01% | −39,659−59.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,991 | $2.32M | 0.00% | −504−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 27,685 | $2.38M | 0.01% | −210−0.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,696 | $2.38M | 0.54% | +2,965+12.0% | Added |
| Dorsey & Whitney Trust CO LLC | 27,841 | $2.40M | 0.13% | −78−0.3% | Reduced |
| Ci Investments Inc. | 28,314 | $2.44M | 0.01% | +1,900+7.2% | Added |
| MetLife Investment Management | 29,279 | $2.52M | 0.01% | −674−2.3% | Reduced |
| Siren, L.L.C. | 30,000 | $2.58M | 0.10% | +2,000+7.1% | Added |
| Knights of Columbus Asset Advisors LLC | 30,528 | $2.63M | 0.15% | +2,940+10.7% | Added |
| BNP Paribas Arbitrage, SA | 31,973 | $2.75M | 0.00% | −91,196−74.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,247 | $2.78M | 0.00% | +32,247 | New |
| Resources Investment Advisors, LLC. | 36,080 | $3.11M | 0.03% | +24+0.1% | Added |
| Wells Fargo & Company | 39,020 | $3.36M | 0.00% | −118,369−75.2% | Reduced |
| D. E. Shaw & Co., Inc. | 39,230 | $3.38M | 0.00% | +2,262+6.1% | Added |
| Harbor Capital Advisors, Inc. | 39,514 | $3.40M | 0.26% | +23,493+146.6% | Added |
| Invesco Ltd. | 40,688 | $3.50M | 0.00% | +1,699+4.4% | Added |
| Agf Management Ltd | 41,205 | $3.55M | 0.02% | +41,205 | New |
| Aquatic Capital Management LLC | 42,037 | $3.62M | 0.07% | −7,938−15.9% | Reduced |
| Stifel Financial Corp | 42,884 | $3.69M | 0.00% | −615−1.4% | Reduced |
| Ingalls & Snyder LLC | 43,983 | $3.79M | 0.12% | +529+1.2% | Added |
| California State Teachers Retirement System | 46,688 | $4.02M | 0.00% | +1,434+3.2% | Added |
| Orser Capital Management, LLC | 48,087 | $4.14M | 2.29% | −900−1.8% | Reduced |
| Raymond James Financial Inc | 49,065 | $4.22M | 0.00% | −2,174−4.2% | Reduced |
| Herald Investment Management Ltd | 50,000 | $4.30M | 0.57% | +50,000 | New |
| Lazard Asset Management LLC | 51,152 | $4.40M | 0.01% | +51,152 | New |
| EFG Asset Management (North America) Corp. | 52,063 | $4.48M | 0.58% | +16,867+47.9% | Added |
| Madison Asset Management, LLC | 52,797 | $4.54M | 0.05% | −10,942−17.2% | Reduced |
| Abacus Planning Group, Inc. | 52,954 | $4.56M | 0.63% | 00.0% | Unchanged |
| Deutsche Bank AG | 53,122 | $4.57M | 0.00% | −22,913−30.1% | Reduced |
| Alamar Capital Management, LLC | 54,207 | $4.67M | 2.47% | −260−0.5% | Reduced |
| Legal & General Group Plc | 56,006 | $4.82M | 0.00% | +45+0.1% | Added |
| Kopp Family Office, LLC | 57,566 | $4.96M | 3.23% | −43,293−42.9% | Reduced |
| Alliancebernstein L.P. | 58,310 | $5.02M | 0.00% | −513−0.9% | Reduced |
| Panagora Asset Management Inc | 64,369 | $5.54M | 0.02% | +64,369 | New |
| Oppenheimer Asset Management Inc. | 64,794 | $5.58M | 0.06% | −2,648−3.9% | Reduced |
| Great West Life Assurance Co | 67,721 | $5.77M | 0.01% | −4,341−6.0% | Reduced |
| Qube Research & Technologies Ltd | 67,482 | $5.81M | 0.01% | −193,418−74.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 71,132 | $6.12M | 0.10% | −22,719−24.2% | Reduced |
| Private Wealth Asset Management, LLC | 75,100 | $6.46M | 0.76% | +71,000+1,731.7% | Added |
| Rhumbline Advisers | 77,632 | $6.68M | 0.01% | +491+0.6% | Added |
| CIBC Private Wealth Group, LLC | 79,093 | $6.81M | 0.01% | −2,141−2.6% | Reduced |
| King Luther Capital Management Corp | 79,835 | $6.87M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 79,993 | $6.89M | 0.00% | −20,489−20.4% | Reduced |
| Flputnam Investment Management Co | 80,491 | $6.93M | 0.10% | +80,491 | New |
| Nicholas Company, Inc. | 80,881 | $6.96M | 0.12% | 00.0% | Unchanged |
| California Public Employees Retirement System | 82,329 | $7.09M | 0.00% | +132+0.2% | Added |
| Praesidium Investment Management Company, LLC | 87,921 | $7.57M | 1.48% | +87,921 | New |
| Summit Creek Advisors LLC | 88,241 | $7.60M | 1.11% | −6,867−7.2% | Reduced |
| Barclays PLC | 92,235 | $7.94M | 0.00% | −30,299−24.7% | Reduced |
| Swiss National Bank | 95,521 | $8.22M | 0.00% | +1,300+1.4% | Added |
| Mutual of America Capital Management LLC | 96,802 | $8.33M | 0.09% | +3,701+4.0% | Added |
| State of Wisconsin Investment Board | 104,021 | $8.95M | 0.02% | +147+0.1% | Added |
| Squarepoint Ops LLC | 115,529 | $9.94M | 0.02% | +11,923+11.5% | Added |
| Comerica Bank | 117,488 | $10.1M | 0.04% | +13,134+12.6% | Added |
| Russell Investments Group, Ltd. | 119,293 | $10.3M | 0.01% | −56,936−32.3% | Reduced |
| UBS Asset Management Americas Inc | 121,693 | $10.5M | 0.00% | −83,569−40.7% | Reduced |
| SEI Investments Co | 134,502 | $11.6M | 0.01% | −15,361−10.3% | Reduced |
| Impax Asset Management Group plc | 136,086 | $11.7M | 0.07% | +22,500+19.8% | Added |
| Polygon Management Ltd. | 150,000 | $12.9M | 1.88% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 153,098 | $13.2M | 0.04% | +153,098 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 156,029 | $13.4M | 0.04% | +17,148+12.3% | Added |
| Envestnet Asset Management Inc | 160,100 | $13.8M | 0.00% | −6,437−3.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 163,399 | $14.1M | 0.02% | −18,356−10.1% | Reduced |
| AQR Capital Management LLC | 187,083 | $16.1M | 0.01% | +86,421+85.9% | Added |
| Jain Global LLC | 193,941 | $16.7M | 0.22% | +40,018+26.0% | Added |
| Standard Life Aberdeen plc | 231,772 | $19.7M | 0.03% | +11,651+5.3% | Added |
| Algert Global LLC | 229,559 | $19.8M | 0.33% | +170,439+288.3% | Added |
| Bank of New York Mellon Corp | 237,430 | $20.4M | 0.00% | −96,011−28.8% | Reduced |
| Royal Bank of Canada | 297,560 | $25.6M | 0.00% | +7,266+2.5% | Added |
| Silvercrest Asset Management Group LLC | 298,134 | $25.7M | 0.17% | +79,467+36.3% | Added |
| Ranger Investment Management, L.P. | 312,045 | $26.9M | 1.87% | +88,425+39.5% | Added |
| Goldman Sachs Group Inc | 326,184 | $28.1M | 0.00% | +17,458+5.7% | Added |
| Jefferies Financial Group Inc. | 346,809 | $29.9M | 0.27% | +177,754+105.1% | Added |
| Readystate Asset Management LP | 371,224 | $32.0M | 1.56% | +371,224 | New |
| JPMorgan Chase & Co | 387,615 | $33.4M | 0.00% | −66,125−14.6% | Reduced |
| Ameriprise Financial Inc | 404,932 | $34.9M | 0.01% | −104,401−20.5% | Reduced |
| Renaissance Technologies LLC | 410,511 | $35.3M | 0.05% | −14,300−3.4% | Reduced |
| Bank of America Corp | 414,809 | $35.7M | 0.00% | −4,184−1.0% | Reduced |
| Pembroke Management, LTD | 420,361 | $36.2M | 3.59% | +420,361 | New |
| Charles Schwab Investment Management Inc | 431,694 | $37.2M | 0.01% | −2,977−0.7% | Reduced |
| Brown Capital Management LLC | 461,360 | $39.7M | 1.64% | −240,647−34.3% | Reduced |
| Loomis Sayles & Co L P | 490,936 | $42.3M | 0.05% | −153,695−23.8% | Reduced |
| Irenic Capital Management LP | 497,010 | $42.8M | 8.40% | +497,010 | New |
| TimesSquare Capital Management, LLC | 513,503 | $44.2M | 0.63% | +53,917+11.7% | Added |
| Arrowstreet Capital, Limited Partnership | 523,808 | $45.1M | 0.03% | +30,628+6.2% | Added |
| Northern Trust Corp | 543,031 | $46.7M | 0.01% | −17,627−3.1% | Reduced |
| Nuveen, LLC | 547,140 | $47.1M | 0.01% | −26,663−4.6% | Reduced |
| Mairs & Power Inc | 757,063 | $65.2M | 0.61% | −756−0.1% | Reduced |
| UBS Group AG | 778,118 | $67.0M | 0.01% | +225,449+40.8% | Added |
| Point72 Asset Management, L.P. | 791,646 | $68.1M | 0.15% | +791,646 | New |
| Fuller & Thaler Asset Management, Inc. | 802,051 | $69.0M | 0.23% | +802,051 | New |
| First Trust Advisors LP | 812,760 | $70.0M | 0.05% | −151,587−15.7% | Reduced |
| Conestoga Capital Advisors, LLC | 996,187 | $85.8M | 1.38% | −174,124−14.9% | Reduced |