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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
MetLife Investment Management29,279$2.52M0.01%−674−2.3%Reduced
Ci Investments Inc.28,314$2.44M0.01%+1,900+7.2%Added
Dorsey & Whitney Trust CO LLC27,841$2.40M0.13%−78−0.3%Reduced
Rosenblum Silverman Sutton S F Inc27,696$2.38M0.54%+2,965+12.0%Added
State of New Jersey Common Pension Fund D27,685$2.38M0.01%−210−0.8%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH26,991$2.32M0.00%−504−1.8%Reduced
Verition Fund Management LLC26,859$2.31M0.01%−39,659−59.6%Reduced
Allianz Asset Management GmbH26,589$2.29M0.00%−13,366−33.5%Reduced
Citadel Advisors LLC26,355$2.27M0.00%−21,851−45.3%Reduced
Manufacturers Life Insurance Company, The25,668$2.21M0.00%−1,994−7.2%Reduced
Sterling Capital Management LLC24,759$2.13M0.03%+11,703+89.6%Added
TD Asset Management Inc24,720$2.13M0.00%−16,634−40.2%Reduced
Millennium Management LLC24,358$2.10M0.00%−260,726−91.5%Reduced
Capstone Investment Advisors, LLC24,294$2.09M0.02%+17,229+243.9%Added
Healthcare of Ontario Pension Plan Trust Fund24,200$2.08M0.00%−22,600−48.3%Reduced
Ieq Capital, LLC23,165$1.99M0.01%+14,770+175.9%Added
Creative Planning22,616$1.95M0.00%+16,714+283.2%Added
Handelsbanken Fonder AB21,695$1.87M0.01%+8,295+61.9%Added
Edgestream Partners, L.P.21,467$1.85M0.05%−51,839−70.7%Reduced
Janus Henderson Group PLC21,367$1.84M0.00%+1,614+8.2%Added
Advantage Alpha Capital Partners LP21,079$1.81M0.55%−57,368−73.1%Reduced
Holocene Advisors, LP20,533$1.77M0.00%−35,475−63.3%Reduced
LPL Financial LLC20,290$1.75M0.00%+2,355+13.1%Added
Cetera Investment Advisers20,028$1.72M0.00%+1,980+11.0%Added
Los Angeles Capital Management LLC19,477$1.68M0.01%+5,439+38.7%Added
Acadian Asset Management LLC18,733$1.61M0.00%−67,333−78.2%Reduced
Trexquant Investment LP18,328$1.58M0.02%−36,481−66.6%Reduced
Schonfeld Strategic Advisors LLC18,145$1.56M0.01%−18,382−50.3%Reduced
Mariner, LLC18,024$1.55M0.00%+4,342+31.7%Added
Janney Montgomery Scott LLC18,017$1.55M0.00%−833−4.4%Reduced
Intech Investment Management LLC17,801$1.53M0.01%−4,176−19.0%Reduced
HighTower Advisors, LLC17,024$1.47M0.00%−1,350−7.3%Reduced
New York State Common Retirement Fund16,819$1.45M0.00%−196,776−92.1%Reduced
Avantax Planning Partners, Inc.16,640$1.43M0.04%00.0%Unchanged
Weiss Asset Management LP15,531$1.34M0.02%+15,531New
Vancity Investment Management Ltd15,450$1.33M0.18%+44+0.3%Added
CWM, LLC15,348$1.32M0.00%+6,105+66.0%Added
Ceera Investments, LLC15,301$1.32M0.41%00.0%Unchanged
Dimensional Fund Advisors LP15,225$1.31M0.00%+2,601+20.6%Added
Arizona State Retirement System14,586$1.26M0.01%+195+1.4%Added
Susquehanna International Group, LLP14,518$1.25M0.00%−83,706−85.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)14,037$1.21M0.00%+768+5.8%Added
Police & Firemen's Retirement System of New Jersey13,922$1.20M0.01%+2,384+20.7%Added
Woodline Partners LP13,761$1.18M0.01%−401,872−96.7%Reduced
State Board of Administration of Florida Retirement System13,540$1.17M0.00%00.0%Unchanged
Two Sigma Investments, LP12,688$1.09M0.00%−143,560−91.9%Reduced
Franklin Resources Inc12,480$1.07M0.00%+8,691+229.4%Added
Ensign Peak Advisors, Inc11,117$957.0K0.00%−5,000−31.0%Reduced
US Bancorp10,886$937.1K0.00%−7,977−42.3%Reduced
Talbot Financial, LLC10,500$903.8K0.08%00.0%Unchanged
KLP Kapitalforvaltning AS10,300$886.6K0.00%00.0%Unchanged
Virginia Retirement Systems Et Al10,200$878.0K0.01%+10,200New
Teacher Retirement System of Texas9,913$853.3K0.00%+712+7.7%Added
Pathstone Holdings, LLC9,540$821.2K0.00%+313+3.4%Added
Voya Investment Management LLC9,191$791.2K0.00%−4,617−33.4%Reduced
ProShare Advisors LLC8,819$759.1K0.00%−1,946−18.1%Reduced
Boothbay Fund Management, LLC8,678$747.0K0.02%+8,678New
Empower Advisory Group, LLC8,521$733.5K0.00%00.0%Unchanged
Topline Capital Management, LLC8,471$729.2K0.13%−49,529−85.4%Reduced
Canada Pension Plan Investment Board8,400$723.1K0.00%+2,900+52.7%Added
Mercer Global Advisors Inc8,356$719.3K0.00%+2,967+55.1%Added
Brookstone Capital Management8,329$717.0K0.01%+8,329New
Pictet Asset Management Holding SA7,941$683.6K0.00%+649+8.9%Added
Unique Wealth Strategies, LLC7,783$670.0K0.26%+7,783New
Investor's Fiduciary Advisor Network, LLC7,560$650.0K0.22%00.0%Unchanged
Trust Point Inc.7,475$643.4K0.05%+604+8.8%Added
Mirae Asset Global Investments Co., Ltd.6,820$587.1K0.00%−152−2.2%Reduced
Legacy Bridge, LLC6,664$573.6K0.24%00.0%Unchanged
CenterBook Partners LP6,310$543.2K0.03%+6,310New
Cerity Partners LLC6,295$541.9K0.00%+2,998+90.9%Added
Prudential Financial Inc6,274$540.1K0.00%+15+0.2%Added
Empowered Funds, LLC6,263$539.1K0.01%−1,001−13.8%Reduced
Bank of Nova Scotia6,085$523.8K0.00%+6,085New
Groupama Asset Managment–$494.4K0.01%––
Victory Capital Management Inc5,715$491.9K0.00%−132−2.3%Reduced
George Kaiser Family Foundation5,686$489.5K0.07%+5,686New
SRS Capital Advisors, Inc.5,439$468.2K0.01%+5,407+16,896.9%Added
Benjamin Edwards Inc5,398$464.6K0.01%+2,232+70.5%Added
CIBC Bancorp USA Inc.5,361$461.5K0.00%+5,361New
Diversified Trust Co5,344$460.0K0.01%+5,344New
Commonwealth Equity Services, LLC5,214$449.0K0.00%−1,624−23.7%Reduced
Bridgefront Capital, LLC5,210$448.5K0.13%−33−0.6%Reduced
Pensionmark Financial Group, LLC5,117$440.5K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd3,940$431.0K0.02%00.0%Unchanged
Public Employees Retirement Association of Colorado5,003$431.0K0.00%00.0%Unchanged
Assenagon Asset Management S.A.4,916$423.2K0.00%−143,544−96.7%Reduced
Captrust Financial Advisors4,776$411.1K0.00%+1,374+40.4%Added
Atria Investments LLC4,763$410.0K0.00%+134+2.9%Added
Quantinno Capital Management LP4,743$408.3K0.00%+760+19.1%Added
MML Investors Services, LLC4,716$406.0K0.00%−940−16.6%Reduced
Tradition Wealth Management, LLC4,579$394.2K0.03%+20.0%Added
Sage Rhino Capital LLC4,522$389.3K0.08%+18+0.4%Added
Glenmede Investment Management, LP4,477$385.4K0.00%−201−4.3%Reduced
DC Investments Management, LLC4,456$383.6K0.16%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC4,482$383.5K0.00%+4,482New
Bank of Montreal4,389$377.8K0.00%+1,106+33.7%Added
Freestone Grove Partners LP4,213$362.7K0.00%−1,893−31.0%Reduced
Ameritas Investment Partners, Inc.4,201$361.6K0.01%−953−18.5%Reduced
Mirabella Financial Services LLP4,067$350.1K0.03%+616+17.8%Added
Henshaw Capital LLC4,050$348.6K0.01%−1,476−26.7%Reduced