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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hardy Reed LLC | 2,543 | $219.3K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 2,603 | $224.5K | 0.01% | +2,021+347.3% | Added |
| XTX Topco Ltd | 2,632 | $227.0K | 0.01% | +2,632 | New |
| United Bank | 2,639 | $227.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,826 | $243.7K | 0.02% | +4+0.1% | Added |
| Bayforest Capital Ltd | 2,849 | $245.7K | 0.18% | +2,849 | New |
| STRS Ohio | 2,900 | $250.1K | 0.00% | +300+11.5% | Added |
| Gotham Asset Management, LLC | 2,912 | $251.2K | 0.00% | +2,912 | New |
| Principal Financial Group Inc | 2,971 | $256.2K | 0.00% | −879−22.8% | Reduced |
| Foster Group, Inc. | 3,069 | $264.7K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,097 | $267.1K | 0.04% | +3,097 | New |
| Fox Run Management, L.L.C. | 3,137 | $270.6K | 0.04% | +62+2.0% | Added |
| Mackenzie Financial Corp | 3,151 | $271.3K | 0.00% | −131−4.0% | Reduced |
| Merit Financial Group, LLC | 3,151 | $271.8K | 0.00% | +3,151 | New |
| Kings Path Partners LLC | 3,220 | $277.7K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,259 | $281.1K | 0.01% | +395+13.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,272 | $282.2K | 0.00% | +3,272 | New |
| CIBC World Markets Corp | 3,327 | $287.0K | 0.00% | +3,327 | New |
| EntryPoint Capital, LLC | 3,364 | $290.1K | 0.11% | +3,364 | New |
| Wealth Alliance | 3,368 | $290.5K | 0.03% | +100+3.1% | Added |
| RIA Advisory Group LLC | 3,440 | $296.7K | 0.07% | −98−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,589 | $297.8K | 0.00% | +270+8.1% | Added |
| Pallas Capital Advisors LLC | 3,509 | $302.7K | 0.01% | +3,509 | New |
| Callan Family Office, LLC | 3,516 | $303.3K | 0.01% | +3,516 | New |
| Voya Financial Advisors, Inc. | 3,578 | $310.2K | 0.03% | −180−4.8% | Reduced |
| Two Sigma Advisers, LP | 3,600 | $310.5K | 0.00% | +3,600 | New |
| Inlight Wealth Management, LLC | 3,607 | $311.1K | 0.11% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,697 | $318.9K | 0.00% | −47,455−92.8% | Reduced |
| Bank of Montreal | 3,707 | $319.7K | 0.00% | −682−15.5% | Reduced |
| Park Avenue Securities LLC | 3,774 | $326.0K | 0.00% | −178−4.5% | Reduced |
| Magnetar Financial LLC | 3,791 | $327.0K | 0.00% | +3,791 | New |
| Truist Financial Corp | 3,837 | $330.9K | 0.00% | +3,837 | New |
| Aigen Investment Management, LP | 3,869 | $333.7K | 0.08% | +1,528+65.3% | Added |
| MML Investors Services, LLC | 3,889 | $335.4K | 0.00% | −827−17.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,917 | $337.8K | 0.00% | −7,200−64.8% | Reduced |
| Buckingham Strategic Partners | 3,934 | $339.3K | 0.00% | +3,934 | New |
| Xponance, Inc. | 3,970 | $342.4K | 0.00% | +23+0.6% | Added |
| Ameritas Investment Partners, Inc. | 4,082 | $352.1K | 0.01% | −119−2.8% | Reduced |
| Everest Financial Group LLC | 4,182 | $360.7K | 0.08% | +4,182 | New |
| Dynamic Technology Lab Private Ltd | 4,288 | $370.0K | 0.08% | +4,288 | New |
| JustInvest LLC | 4,368 | $376.7K | 0.00% | +416+10.5% | Added |
| Atria Investments LLC | 4,420 | $381.2K | 0.00% | −343−7.2% | Reduced |
| Glenmede Trust Co NA | 4,504 | $388.5K | 0.00% | +4,504 | New |
| Sage Rhino Capital LLC | 4,527 | $390.5K | 0.07% | +5+0.1% | Added |
| Amundi | 4,527 | $390.5K | 0.00% | +4,527 | New |
| Graham Capital Management, L.P. | 4,541 | $391.7K | 0.01% | +4,541 | New |
| Tradition Wealth Management, LLC | 4,632 | $399.5K | 0.03% | +53+1.2% | Added |
| The PNC Financial Services Group, Inc. | 4,955 | $427.4K | 0.00% | +1,178+31.2% | Added |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,003 | $432.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,073 | $437.6K | 0.00% | −141−2.7% | Reduced |
| Pensionmark Financial Group, LLC | 5,124 | $441.9K | 0.01% | +7+0.1% | Added |
| Vident Advisory, LLC | 5,278 | $455.2K | 0.00% | +5,278 | New |
| Diversified Trust Co | 5,344 | $460.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,348 | $461.2K | 0.01% | −50−0.9% | Reduced |
| Victory Capital Management Inc | 5,741 | $495.2K | 0.00% | +26+0.5% | Added |
| US Bancorp | 5,812 | $501.3K | 0.00% | −5,074−46.6% | Reduced |
| PharVision Advisers, LLC | 5,892 | $508.2K | 0.26% | +5,892 | New |
| Mirae Asset Global Investments Co., Ltd. | 5,899 | $508.8K | 0.00% | −921−13.5% | Reduced |
| Boothbay Fund Management, LLC | 6,257 | $539.7K | 0.01% | −2,421−27.9% | Reduced |
| Virginia Retirement Systems Et Al | 6,300 | $543.4K | 0.00% | −3,900−38.2% | Reduced |
| Inceptionr LLC | 6,481 | $559.0K | 0.16% | +6,481 | New |
| Acadian Asset Management LLC | 6,688 | $573.0K | 0.00% | −12,045−64.3% | Reduced |
| Legacy Bridge, LLC | 6,664 | $574.8K | 0.23% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,735 | $580.9K | 0.03% | +6,735 | New |
| Empowered Funds, LLC | 6,775 | $584.3K | 0.01% | +512+8.2% | Added |
| Pictet Asset Management Holding SA | 6,891 | $594.3K | 0.00% | −1,050−13.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,927 | $597.5K | 0.00% | −11,218−61.8% | Reduced |
| Trust Point Inc. | 7,555 | $651.6K | 0.05% | +80+1.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $652.0K | 0.14% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 7,917 | $682.8K | 0.09% | +2,231+39.2% | Added |
| Teacher Retirement System of Texas | 8,022 | $691.9K | 0.00% | −1,891−19.1% | Reduced |
| Colony Group, LLC | 8,458 | $729.5K | 0.00% | +8,458 | New |
| Empower Advisory Group, LLC | 8,521 | $734.9K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,773 | $756.7K | 0.00% | +4,030+85.0% | Added |
| Voya Investment Management LLC | 9,085 | $783.6K | 0.00% | −106−1.2% | Reduced |
| Pathstone Holdings, LLC | 9,329 | $804.6K | 0.00% | −211−2.2% | Reduced |
| ProShare Advisors LLC | 9,433 | $813.6K | 0.00% | +614+7.0% | Added |
| Captrust Financial Advisors | 9,872 | $851.5K | 0.00% | +5,096+106.7% | Added |
| Readystate Asset Management LP | 10,000 | $862.5K | 0.04% | −361,224−97.3% | Reduced |
| Talbot Financial, LLC | 10,500 | $905.6K | 0.07% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,600 | $914.3K | 0.00% | +300+2.9% | Added |
| TD Asset Management Inc | 10,784 | $930.1K | 0.00% | −13,936−56.4% | Reduced |
| Woodline Partners LP | 11,261 | $971.3K | 0.00% | −2,500−18.2% | Reduced |
| Bridgefront Capital, LLC | 11,382 | $981.7K | 0.25% | +6,172+118.5% | Added |
| CenterBook Partners LP | 11,953 | $1.03M | 0.05% | +5,643+89.4% | Added |
| Vancity Investment Management Ltd | 12,408 | $1.07M | 0.15% | −3,042−19.7% | Reduced |
| Tudor Investment Corp Et Al | 12,426 | $1.07M | 0.01% | +12,426 | New |
| Wealth Enhancement Advisory Services, LLC | 12,588 | $1.09M | 0.00% | +8,106+180.9% | Added |
| Occudo Quantitative Strategies LP | 13,534 | $1.17M | 0.08% | +13,534 | New |
| State Board of Administration of Florida Retirement System | 13,540 | $1.17M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,623 | $1.17M | 0.00% | +13,623 | New |
| Police & Firemen's Retirement System of New Jersey | 13,715 | $1.18M | 0.01% | −207−1.5% | Reduced |
| Arizona State Retirement System | 13,802 | $1.19M | 0.01% | −784−5.4% | Reduced |
| HSBC Holdings PLC | 13,880 | $1.20M | 0.00% | +13,880 | New |
| Lavelle Capital LP | 14,805 | $1.28M | 0.81% | +14,805 | New |
| Franklin Resources Inc | 14,997 | $1.29M | 0.00% | +2,517+20.2% | Added |
| Dark Forest Capital Management LP | 15,154 | $1.31M | 0.06% | +15,154 | New |
| Highland Capital Management Fund Advisors, L.P. | 15,320 | $1.32M | 0.09% | +15,320 | New |
| Brookstone Capital Management | 15,329 | $1.32M | 0.02% | +7,000+84.0% | Added |