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 |
|---|---|---|---|---|---|
| JustInvest LLC | 3,952 | $340.4K | 0.00% | +3,952 | New |
| 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 |
| Xponance, Inc. | 3,947 | $339.8K | 0.00% | +51+1.3% | Added |
| Principal Financial Group Inc | 3,850 | $331.4K | 0.00% | +286+8.0% | Added |
| The PNC Financial Services Group, Inc. | 3,777 | $325.1K | 0.00% | −48−1.3% | Reduced |
| Voya Financial Advisors, Inc. | 3,758 | $320.2K | 0.03% | −140−3.6% | Reduced |
| Sonora Investment Management Group, LLC | 3,619 | $311.5K | 0.02% | −35−1.0% | Reduced |
| Inlight Wealth Management, LLC | 3,607 | $310.5K | 0.15% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,540 | $304.7K | 0.00% | +3,540 | New |
| RIA Advisory Group LLC | 3,538 | $304.6K | 0.08% | −2−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,319 | $285.7K | 0.00% | +3,319 | New |
| Mackenzie Financial Corp | 3,282 | $282.5K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 3,268 | $281.3K | 0.03% | +146+4.7% | Added |
| Kings Path Partners LLC | 3,220 | $277.2K | 0.10% | +3,220 | New |
| Qsemble Capital Management, LP | 3,114 | $268.1K | 0.03% | +3,114 | New |
| Fox Run Management, L.L.C. | 3,075 | $264.7K | 0.04% | +3,075 | New |
| Foster Group, Inc. | 3,069 | $264.2K | 0.01% | +40+1.3% | Added |
| Larson Financial Group LLC | 2,864 | $246.5K | 0.01% | +2,452+595.1% | Added |
| Parkside Financial Bank & Trust | 2,822 | $242.9K | 0.02% | −5−0.2% | Reduced |
| Walleye Trading LLC | 2,735 | $235.4K | 0.00% | +2,735 | New |
| United Bank | 2,639 | $227.2K | 0.03% | +2,639 | New |
| ExodusPoint Capital Management, LP | 2,610 | $224.7K | 0.00% | +2,610 | New |
| STRS Ohio | 2,600 | $223.8K | 0.00% | +300+13.0% | Added |
| Engineers Gate Manager LP | 2,548 | $219.3K | 0.00% | −101,469−97.6% | Reduced |
| Hardy Reed LLC | 2,543 | $218.9K | 0.02% | −882−25.8% | Reduced |
| Bridgewater Associates, LP | 2,434 | $209.5K | 0.00% | +2,434 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,399 | $206.5K | 0.00% | −54−2.2% | Reduced |
| Aigen Investment Management, LP | 2,341 | $201.5K | 0.03% | +2,341 | New |
| State of Alaska, Department of Revenue | 2,196 | $189.0K | 0.00% | +2,196 | New |
| St Germain D J Co Inc | 2,055 | $176.9K | 0.01% | +2,055 | New |
| Northwestern Mutual Wealth Management Co | 2,034 | $175.1K | 0.00% | −27−1.3% | Reduced |
| Heartwood Wealth Advisors LLC | 2,000 | $172.2K | 0.02% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 1,878 | $161.7K | 0.00% | −5,759−75.4% | Reduced |
| Paladin Advisory Group, LLC | 1,857 | $159.9K | 0.12% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 1,855 | $159.7K | 0.01% | +1,855 | New |
| Amalgamated Bank | 1,629 | $140.0K | 0.00% | −123−7.0% | Reduced |
| State of Wyoming | 1,553 | $133.7K | 0.02% | +207+15.4% | Added |
| Nisa Investment Advisors, LLC | 1,518 | $130.7K | 0.00% | +29+1.9% | Added |
| KBC Group NV | 1,425 | $123.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,276 | $108.7K | 0.01% | +440+52.6% | Added |
| Fifth Third Bancorp | 1,152 | $99.2K | 0.00% | +17+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,020 | $87.8K | 0.01% | −50−4.7% | Reduced |
| FNY Investment Advisers, LLC | 1,000 | $86.0K | 0.03% | +1,000 | New |
| Hilltop National Bank | 969 | $83.4K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 866 | $74.5K | 0.00% | −156−15.3% | Reduced |
| Essex Investment Management Co LLC | 728 | $62.7K | 0.01% | +728 | New |
| Global Wealth Strategies & Associates | 703 | $60.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 653 | $55.1K | 0.00% | +173+36.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 624 | $54.0K | 0.00% | +19+3.1% | Added |
| Park Place Capital Corp | 617 | $53.1K | 0.01% | −179−22.5% | Reduced |
| Quest Partners LLC | 582 | $50.1K | 0.00% | −5,626−90.6% | Reduced |
| Shell Asset Management Co | 547 | $47.0K | 0.00% | −989−64.4% | Reduced |
| Signaturefd, LLC | 529 | $45.5K | 0.00% | +85+19.1% | Added |
| Harbour Investments, Inc. | 509 | $43.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 504 | $43.4K | 0.00% | +504 | New |
| Abound Wealth Management | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 412 | $35.5K | 0.00% | +186+82.3% | Added |
| Farther Finance Advisors, LLC | 403 | $34.7K | 0.00% | +25+6.6% | Added |
| EverSource Wealth Advisors, LLC | 391 | $33.7K | 0.00% | +268+217.9% | Added |
| Essential Partners LLC | 389 | $33.5K | 0.01% | +106+37.5% | Added |
| Bessemer Group Inc | 365 | $31.0K | 0.00% | −202−35.6% | Reduced |
| Covestor Ltd | 310 | $27.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 287 | $24.7K | 0.00% | +213+287.8% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $21.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 240 | $20.7K | 0.00% | +240 | New |
| Advisory Services Network, LLC | 212 | $18.2K | 0.00% | +212 | New |
| Danske Bank A/S | 200 | $17.2K | 0.00% | −914−82.0% | Reduced |
| Huntington National Bank | 193 | $16.6K | 0.00% | −1−0.5% | Reduced |
| Colonial Trust Co | 169 | $14.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 130 | $11.2K | 0.00% | +14+12.1% | Added |
| Cornerstone Planning Group LLC | 141 | $10.3K | 0.00% | +99+235.7% | Added |
| Rise Advisors, LLC | 117 | $10.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 115 | $9.90K | 0.00% | −24−17.3% | Reduced |
| IFP Advisors, Inc | 104 | $8.95K | 0.00% | +68+188.9% | Added |
| Westside Investment Management, Inc. | 96 | $8.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 92 | $7.92K | 0.00% | +32+53.3% | Added |
| Quarry LP | 82 | $7.06K | 0.00% | +82 | New |
| Group One Trading, L.P. | 69 | $5.94K | 0.00% | +69 | New |
| Financial Network Wealth Advisors LLC | 68 | $5.85K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $4.30K | 0.00% | +46+1,150.0% | Added |
| Global Retirement Partners, LLC | 47 | $4.05K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $3.96K | 0.00% | +46 | New |
| Geneos Wealth Management Inc. | 46 | $3.96K | 0.00% | +46 | New |
| Root Financial Partners, LLC | 45 | $3.87K | 0.00% | +45 | New |
| Golden State Wealth Management, LLC | 44 | $3.79K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 38 | $3.27K | 0.00% | −14−26.9% | Reduced |
| Principal Securities, Inc. | 37 | $3.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $3.19K | 0.00% | +16+76.2% | Added |
| Jones Financial Companies LLLP | 33 | $2.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $2.24K | 0.00% | −17−39.5% | Reduced |
| Sunbelt Securities, Inc. | 26 | $2.24K | 0.00% | −17−39.5% | Reduced |
| Hemington Wealth Management | 28 | $2.00K | 0.00% | +7+33.3% | Added |
| Private Wealth Management Group, LLC | 23 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $1.98K | 0.00% | +7+43.8% | Added |
| Salem Investment Counselors Inc | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $947 | 0.00% | +8+266.7% | Added |