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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.

Q4 2025 vs. Q3 2025

How the institutions holding Workiva Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WK: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3148348+42
Shares48.6M221.0K50.1M+1.76M (+3.6%)
Value$4.16B$19.0M$4.32B+$178.4M (+4.3%)

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Workiva Inc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to WK in Q4 2025
InstitutionSharesValue% of portfolio
Nomura Asset Management International Inc.736,799$63.5M0.10%
Norges Bank618,845$53.4M0.01%
Jane Street Group, LLC194,531$16.8M0.02%
Lakehouse Capital Pty Ltd151,993$13.1M9.45%
Oberweis Asset Management Inc127,500$11.0M0.40%
Madison Avenue Partners, LP59,946$5.17M0.22%
SG Americas Securities, LLC53,889$4.65M0.01%
13D Management LLC52,000$4.49M5.34%
EFG International AG50,770$4.38M0.08%
Aequim Alternative Investments LP44,815$3.87M0.08%
Federated Hermes, Inc.31,724$2.74M0.00%
Neo Ivy Capital Management20,328$1.75M0.28%
Balyasny Asset Management LLC19,044$1.64M0.00%
Marshall Wace, LLP15,699$1.35M0.00%
Highland Capital Management Fund Advisors, L.P.15,320$1.32M0.09%
Dark Forest Capital Management LP15,154$1.31M0.06%
Lavelle Capital LP14,805$1.28M0.81%
HSBC Holdings PLC13,880$1.20M0.00%
HRT Financial LP13,623$1.17M0.00%
Occudo Quantitative Strategies LP13,534$1.17M0.08%
Tudor Investment Corp Et Al12,426$1.07M0.01%
Colony Group, LLC8,458$729.5K0.00%
Campbell & CO Investment Adviser LLC6,735$580.9K0.03%
Inceptionr LLC6,481$559.0K0.16%
PharVision Advisers, LLC5,892$508.2K0.26%
Vident Advisory, LLC5,278$455.2K0.00%
Graham Capital Management, L.P.4,541$391.7K0.01%
Amundi4,527$390.5K0.00%
Glenmede Trust Co NA4,504$388.5K0.00%
Dynamic Technology Lab Private Ltd4,288$370.0K0.08%
Everest Financial Group LLC4,182$360.7K0.08%
Buckingham Strategic Partners3,934$339.3K0.00%
Truist Financial Corp3,837$330.9K0.00%
Magnetar Financial LLC3,791$327.0K0.00%
Two Sigma Advisers, LP3,600$310.5K0.00%
Callan Family Office, LLC3,516$303.3K0.01%
Pallas Capital Advisors LLC3,509$302.7K0.01%
EntryPoint Capital, LLC3,364$290.1K0.11%
CIBC World Markets Corp3,327$287.0K0.00%
Mitsubishi UFJ Trust & Banking Corp3,272$282.2K0.00%
Merit Financial Group, LLC3,151$271.8K0.00%
Two Sigma Securities, LLC3,097$267.1K0.04%
Gotham Asset Management, LLC2,912$251.2K0.00%
Bayforest Capital Ltd2,849$245.7K0.18%
XTX Topco Ltd2,632$227.0K0.01%
Sanctuary Advisors, LLC2,432$209.8K0.00%
Susquehanna Fundamental Investments, LLC2,372$204.6K0.01%
Kemnay Advisory Services Inc.1,818$156.8K0.02%
Kestra Advisory Services, LLC1,078$93.0K0.00%
Caitong International Asset Management Co., Ltd927$80.0K0.02%
Quantbot Technologies LP453$39.1K0.00%
OP Asset Management Ltd311$26.8K0.00%
Leonteq Securities AG310$26.7K0.00%
Eastern Bank170$14.7K0.00%
Aster Capital Management (DIFC) Ltd160$13.8K0.01%
CBIZ Investment Advisory Services, LLC92$7.93K0.00%
Meramec Financial Planners, LLC107$7.47K0.00%
Pinnacle Wealth Planning Services, Inc.85$7.33K0.00%
Birchwood Financial Partners, Inc.82$7.07K0.01%
Elequin Capital LP80$6.90K0.00%
Brown Brothers Harriman & Co67$5.78K0.00%
Basecamp Wealth Advisors LLC61$5.26K0.00%
Marquette Asset Management, LLC31$2.67K0.00%
Simplex Trading, LLC26$2.24K0.00%
Keating Financial Advisory Services, Inc.23$1.98K0.00%
SageView Advisory Group, LLC21$1.81K0.00%
MAI Capital Management20$1.73K0.00%
Godfrey Financial Associates, Inc.18$1.55K0.00%
Elyxium Wealth, LLC15$1.29K0.00%
IFC & Insurance Marketing, Inc.10$1.00K0.00%
Torren Management, LLC9$7760.00%
TD Private Client Wealth LLC7$6040.00%
Advocate Investing Services LLC7$6040.00%
DV Trading LLC2$1720.00%
Dunhill Financial, LLC1$910.00%

Sold out (33)

Institutions that held Workiva Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Not filed for Q4 2025 yet (8)

Institutions that held Workiva Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.153,098$13.2M
EFG Asset Management (North America) Corp.52,063$4.48M
CIBC Bancorp USA Inc.5,361$461.5K
Glenmede Investment Management, LP4,477$385.4K
Sonora Investment Management Group, LLC3,619$311.5K
Point72 Europe (London) LLP1,855$159.7K
Shell Asset Management Co547$47.0K
Hemington Wealth Management28$2.00K