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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.

13F holders, Q4 2025

Institutional positions in Workiva Inc as of Dec 31, 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
348
+42 vs. Q3 2025
Shares held
50.1M
+1.76M (+3.6%) vs. Q3 2025
Total value
$4.32B
+$178.4M (+4.3%) vs. Q3 2025
New holders
75
113 more added
Sold out
33
112 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 348 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 heldQ4 2025: $4.32B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q3 2025.

Institutions holding WK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$860.00%−1−50.0%Reduced
Transamerica Financial Advisors, Inc.1$860.00%00.0%Unchanged
MV Capital Management, Inc.1$870.00%00.0%Unchanged
Dunhill Financial, LLC1$910.00%+1New
DV Trading LLC2$1720.00%+2New
Assetmark, Inc2$1730.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1730.00%00.0%Unchanged
Rialto Wealth Management, LLC2$1730.00%+1+100.0%Added
DiNuzzo Private Wealth, Inc.6$5180.00%00.0%Unchanged
TD Private Client Wealth LLC7$6040.00%+7New
Advocate Investing Services LLC7$6040.00%+7New
Torren Management, LLC9$7760.00%+9New
Fortitude Family Office, LLC11$9490.00%+6+120.0%Added
IFC & Insurance Marketing, Inc.10$1.00K0.00%+10New
Bogart Wealth, LLC14$1.21K0.00%00.0%Unchanged
Elyxium Wealth, LLC15$1.29K0.00%+15New
Godfrey Financial Associates, Inc.18$1.55K0.00%+18New
Clearstead Advisors, LLC19$1.64K0.00%−31−62.0%Reduced
MAI Capital Management20$1.73K0.00%+20New
SageView Advisory Group, LLC21$1.81K0.00%+21New
JFS Wealth Advisors, LLC22$1.90K0.00%+11+100.0%Added
Private Wealth Management Group, LLC23$1.98K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.23$1.98K0.00%+23New
Sunbelt Securities, Inc.26$2.24K0.00%00.0%Unchanged
Simplex Trading, LLC26$2.24K0.00%+26New
Ancora Advisors, LLC29$2.50K0.00%00.0%Unchanged
Bare Financial Services, Inc29$2.50K0.00%+6+26.1%Added
SBI Securities Co., Ltd.31$2.67K0.00%−1−3.1%Reduced
Marquette Asset Management, LLC31$2.67K0.00%+31New
SJS Investment Consulting Inc.32$2.76K0.00%+30+1,500.0%Added
Massmutual Trust Co FSB34$2.93K0.00%−3−8.1%Reduced
Cornerstone Planning Group LLC42$3.41K0.00%−99−70.2%Reduced
Golden State Wealth Management, LLC44$3.79K0.00%00.0%Unchanged
Global Retirement Partners, LLC48$4.14K0.00%+1+2.1%Added
Root Financial Partners, LLC53$4.57K0.00%+8+17.8%Added
Basecamp Wealth Advisors LLC61$5.26K0.00%+61New
Brown Brothers Harriman & Co67$5.78K0.00%+67New
Financial Network Wealth Advisors LLC68$5.87K0.01%00.0%Unchanged
Elequin Capital LP80$6.90K0.00%+80New
Birchwood Financial Partners, Inc.82$7.07K0.01%+82New
Pinnacle Wealth Planning Services, Inc.85$7.33K0.00%+85New
Meramec Financial Planners, LLC107$7.47K0.00%+107New
Parallel Advisors, LLC88$7.59K0.00%+50+131.6%Added
SRS Capital Advisors, Inc.90$7.76K0.00%−5,349−98.3%Reduced
CBIZ Investment Advisory Services, LLC92$7.93K0.00%+92New
Westside Investment Management, Inc.96$7.96K0.00%00.0%Unchanged
Optiver Holding B.V.112$9.66K0.00%−3−2.6%Reduced
True Wealth Design, LLC122$10.5K0.00%+96+369.2%Added
Huntington National Bank123$10.6K0.00%−70−36.3%Reduced
Aster Capital Management (DIFC) Ltd160$13.8K0.01%+160New
Rothschild Investment LLC167$14.4K0.00%+75+81.5%Added
Colonial Trust Co169$14.6K0.00%00.0%Unchanged
Eastern Bank170$14.7K0.00%+170New
Covestor Ltd187$16.0K0.01%−123−39.7%Reduced
GPS Wealth Strategies Group, LLC190$16.4K0.01%−830−81.4%Reduced
Danske Bank A/S200$17.3K0.00%00.0%Unchanged
Versant Capital Management, Inc210$18.1K0.00%+80+61.5%Added
Federation des caisses Desjardins du Quebec250$21.6K0.00%00.0%Unchanged
Leonteq Securities AG310$26.7K0.00%+310New
OP Asset Management Ltd311$26.8K0.00%+311New
Sterling Capital Management LLC329$28.4K0.00%−24,430−98.7%Reduced
Bessemer Group Inc365$31.0K0.00%00.0%Unchanged
Quarry LP407$35.1K0.01%+325+396.3%Added
IFP Advisors, Inc413$35.6K0.00%+309+297.1%Added
Quantbot Technologies LP453$39.1K0.00%+453New
Abound Wealth Management500$43.1K0.01%00.0%Unchanged
Harbour Investments, Inc.509$43.9K0.00%00.0%Unchanged
First Horizon Corp509$43.9K0.00%+269+112.1%Added
Signaturefd, LLC513$44.2K0.00%−16−3.0%Reduced
Advisor Group Holdings, Inc.559$48.2K0.00%−94−14.4%Reduced
Jones Financial Companies LLLP595$51.3K0.00%+562+1,703.0%Added
Park Place Capital Corp617$53.2K0.01%00.0%Unchanged
GAMMA Investing LLC636$54.9K0.00%+349+121.6%Added
Farther Finance Advisors, LLC669$57.7K0.00%+266+66.0%Added
Global Wealth Strategies & Associates703$60.6K0.02%00.0%Unchanged
Nisa Investment Advisors, LLC781$67.4K0.00%−737−48.6%Reduced
Rockefeller Capital Management L.P.810$69.9K0.00%+306+60.7%Added
Advisors Asset Management, Inc.854$73.7K0.00%−12−1.4%Reduced
Caitong International Asset Management Co., Ltd927$80.0K0.02%+927New
Tower Research Capital LLC (TRC)932$80.4K0.00%−946−50.4%Reduced
EverSource Wealth Advisors, LLC936$80.7K0.00%+545+139.4%Added
Essential Partners LLC953$82.2K0.03%+564+145.0%Added
Hilltop National Bank969$83.6K0.02%00.0%Unchanged
Allworth Financial LP981$84.6K0.00%+569+138.1%Added
Kestra Advisory Services, LLC1,078$93.0K0.00%+1,078New
Fifth Third Bancorp1,116$96.3K0.00%−36−3.1%Reduced
KBC Group NV1,425$123.0K0.00%00.0%Unchanged
Amalgamated Bank1,580$136.0K0.00%−49−3.0%Reduced
Northwestern Mutual Wealth Management Co1,689$145.7K0.00%−345−17.0%Reduced
Smartleaf Asset Management LLC1,797$155.0K0.01%+521+40.8%Added
Kemnay Advisory Services Inc.1,818$156.8K0.02%+1,818New
Paladin Advisory Group, LLC1,857$160.2K0.12%00.0%Unchanged
Quadrant Capital Group LLC1,861$160.5K0.00%+1,856+37,120.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,006$166.4K0.00%−393−16.4%Reduced
State of Wyoming2,053$177.1K0.02%+500+32.2%Added
State of Alaska, Department of Revenue2,259$194.0K0.00%+63+2.9%Added
Susquehanna Fundamental Investments, LLC2,372$204.6K0.01%+2,372New
Sanctuary Advisors, LLC2,432$209.8K0.00%+2,432New
Capstone Investment Advisors, LLC2,454$211.7K0.00%−21,840−89.9%Reduced