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 |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 1,025,660 | $88.3M | 0.27% | +1,025,660 | New |
| Morgan Stanley | 1,045,534 | $90.0M | 0.01% | +754,104+258.8% | Added |
| Geode Capital Management, LLC | 1,197,223 | $103.1M | 0.01% | −9,885−0.8% | Reduced |
| FMR LLC | 1,224,439 | $105.4M | 0.01% | −469,068−27.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,262,561 | $108.7M | 1.68% | −32,936−2.5% | Reduced |
| Riverbridge Partners LLC | 1,290,870 | $111.1M | 1.88% | −84,997−6.2% | Reduced |
| State Street Corp | 1,310,831 | $112.8M | 0.00% | −10,488−0.8% | Reduced |
| Nordea Investment Management AB | 1,368,401 | $115.6M | 0.10% | +460,540+50.7% | Added |
| Price T Rowe Associates Inc | 1,491,423 | $128.4M | 0.01% | +1,442,129+2,925.6% | Added |
| Macquarie Group Ltd | 1,743,391 | $133.1M | 0.16% | +781,638+81.3% | Added |
| T. Rowe Price Investment Management, Inc. | 1,594,441 | $137.3M | 0.08% | −942,158−37.1% | Reduced |
| Eminence Capital, LP | 3,723,546 | $320.5M | 4.71% | +1,076,778+40.7% | Added |
| BlackRock, Inc. | 4,367,099 | $375.9M | 0.01% | −806,097−15.6% | Reduced |
| Vanguard Group Inc | 6,281,317 | $540.7M | 0.01% | +46,254+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −229,343−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −189,742−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −158,960−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −135,958−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −125,100−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −93,010−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −79,118−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −60,281−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −41,444−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,883−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −39,444−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −38,895−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −28,541−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −27,698−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −24,771−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −23,868−100.0% | Sold out |
| Aequim Alternative Investments LP | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,215−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,203−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,039−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,364−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −12,449−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −9,032−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,611−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,312−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,043−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,901−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,828−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,005−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −4,608−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,471−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |