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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 15,584 | $1.34M | 0.00% | +7,228+86.5% | Added |
| Marshall Wace, LLP | 15,699 | $1.35M | 0.00% | +15,699 | New |
| Handelsbanken Fonder AB | 15,895 | $1.37M | 0.00% | −5,800−26.7% | Reduced |
| Mirabella Financial Services LLP | 16,228 | $1.40M | 0.13% | +12,161+299.0% | Added |
| Algert Global LLC | 16,230 | $1.40M | 0.02% | −213,329−92.9% | Reduced |
| Janney Montgomery Scott LLC | 16,300 | $1.41M | 0.00% | −1,717−9.5% | Reduced |
| HighTower Advisors, LLC | 16,418 | $1.42M | 0.00% | −606−3.6% | Reduced |
| Dimensional Fund Advisors LP | 16,472 | $1.42M | 0.00% | +1,247+8.2% | Added |
| Avantax Planning Partners, Inc. | 16,640 | $1.44M | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,819 | $1.45M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,993 | $1.47M | 0.00% | +2,956+21.1% | Added |
| Intech Investment Management LLC | 17,801 | $1.54M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,776 | $1.62M | 0.00% | −1,252−6.3% | Reduced |
| Balyasny Asset Management LLC | 19,044 | $1.64M | 0.00% | +19,044 | New |
| Los Angeles Capital Management LLC | 19,477 | $1.69M | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 20,328 | $1.75M | 0.28% | +20,328 | New |
| LPL Financial LLC | 20,475 | $1.77M | 0.00% | +185+0.9% | Added |
| Susquehanna International Group, LLP | 21,255 | $1.83M | 0.00% | +6,737+46.4% | Added |
| Two Sigma Investments, LP | 23,201 | $2.00M | 0.00% | +10,513+82.9% | Added |
| State of New Jersey Common Pension Fund D | 23,780 | $2.05M | 0.01% | −3,905−14.1% | Reduced |
| Manufacturers Life Insurance Company, The | 24,395 | $2.10M | 0.00% | −1,273−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 24,655 | $2.13M | 0.00% | −7,318−22.9% | Reduced |
| Verition Fund Management LLC | 25,100 | $2.16M | 0.01% | −1,759−6.5% | Reduced |
| Cerity Partners LLC | 25,558 | $2.20M | 0.00% | +19,263+306.0% | Added |
| Allianz Asset Management GmbH | 26,589 | $2.29M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,916 | $2.32M | 0.00% | −75−0.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,236 | $2.35M | 0.54% | −460−1.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 27,697 | $2.39M | 0.13% | −144−0.5% | Reduced |
| MetLife Investment Management | 27,805 | $2.40M | 0.01% | −1,474−5.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,492 | $2.54M | 0.14% | −1,036−3.4% | Reduced |
| Citigroup Inc | 29,890 | $2.58M | 0.00% | −50,103−62.6% | Reduced |
| Federated Hermes, Inc. | 31,724 | $2.74M | 0.00% | +31,724 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,247 | $2.78M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 32,443 | $2.80M | 0.00% | +9,827+43.5% | Added |
| CWM, LLC | 32,771 | $2.83M | 0.01% | +17,423+113.5% | Added |
| Mariner, LLC | 35,322 | $3.05M | 0.00% | +17,298+96.0% | Added |
| Aquatic Capital Management LLC | 35,856 | $3.09M | 0.09% | −6,181−14.7% | Reduced |
| Resources Investment Advisors, LLC. | 36,096 | $3.11M | 0.03% | +160.0% | Added |
| Ci Investments Inc. | 36,514 | $3.15M | 0.01% | +8,200+29.0% | Added |
| Alamar Capital Management, LLC | 37,220 | $3.21M | 1.77% | −16,987−31.3% | Reduced |
| Essex Investment Management Co LLC | 39,520 | $3.41M | 0.52% | +38,792+5,328.6% | Added |
| Stifel Financial Corp | 40,636 | $3.50M | 0.00% | −2,248−5.2% | Reduced |
| Invesco Ltd. | 41,770 | $3.60M | 0.00% | +1,082+2.7% | Added |
| Ingalls & Snyder LLC | 44,405 | $3.83M | 0.14% | +422+1.0% | Added |
| Aequim Alternative Investments LP | 44,815 | $3.87M | 0.08% | +44,815 | New |
| Raymond James Financial Inc | 46,284 | $3.99M | 0.00% | −2,781−5.7% | Reduced |
| Orser Capital Management, LLC | 47,187 | $4.07M | 2.43% | −900−1.9% | Reduced |
| California State Teachers Retirement System | 47,234 | $4.07M | 0.00% | +546+1.2% | Added |
| Herald Investment Management Ltd | 50,000 | $4.32M | 0.56% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 50,254 | $4.33M | 0.02% | +47,820+1,964.7% | Added |
| EFG International AG | 50,770 | $4.38M | 0.08% | +50,770 | New |
| Legal & General Group Plc | 51,088 | $4.41M | 0.00% | −4,918−8.8% | Reduced |
| Great West Life Assurance Co | 51,036 | $4.41M | 0.01% | −16,685−24.6% | Reduced |
| Squarepoint Ops LLC | 51,992 | $4.48M | 0.01% | −63,537−55.0% | Reduced |
| 13D Management LLC | 52,000 | $4.49M | 5.34% | +52,000 | New |
| Abacus Planning Group, Inc. | 52,954 | $4.57M | 0.61% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 53,138 | $4.58M | 0.05% | +341+0.6% | Added |
| Harbor Capital Advisors, Inc. | 53,760 | $4.64M | 0.36% | +14,246+36.1% | Added |
| SG Americas Securities, LLC | 53,889 | $4.65M | 0.01% | +53,889 | New |
| Deutsche Bank AG | 54,260 | $4.68M | 0.00% | +1,138+2.1% | Added |
| Kopp Family Office, LLC | 55,866 | $4.82M | 3.08% | −1,700−3.0% | Reduced |
| Alliancebernstein L.P. | 58,059 | $5.01M | 0.00% | −251−0.4% | Reduced |
| Madison Avenue Partners, LP | 59,946 | $5.17M | 0.22% | +59,946 | New |
| Wells Fargo & Company | 60,551 | $5.22M | 0.00% | +21,531+55.2% | Added |
| Oppenheimer Asset Management Inc. | 60,682 | $5.23M | 0.06% | −4,112−6.3% | Reduced |
| Rhumbline Advisers | 65,755 | $5.67M | 0.00% | −11,877−15.3% | Reduced |
| Ieq Capital, LLC | 68,225 | $5.88M | 0.02% | +45,060+194.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 71,132 | $6.14M | 0.09% | 00.0% | Unchanged |
| Millennium Management LLC | 76,752 | $6.62M | 0.00% | +52,394+215.1% | Added |
| CIBC Private Wealth Group, LLC | 78,416 | $6.76M | 0.01% | −677−0.9% | Reduced |
| Siren, L.L.C. | 79,123 | $6.82M | 0.20% | +49,123+163.7% | Added |
| King Luther Capital Management Corp | 80,083 | $6.91M | 0.03% | +248+0.3% | Added |
| Nicholas Company, Inc. | 80,916 | $6.98M | 0.12% | +350.0% | Added |
| Flputnam Investment Management Co | 81,391 | $7.02M | 0.10% | +900+1.1% | Added |
| Engineers Gate Manager LP | 83,433 | $7.20M | 0.09% | +80,885+3,174.5% | Added |
| California Public Employees Retirement System | 83,805 | $7.23M | 0.00% | +1,476+1.8% | Added |
| Panagora Asset Management Inc | 85,664 | $7.39M | 0.03% | +21,295+33.1% | Added |
| Qube Research & Technologies Ltd | 87,731 | $7.57M | 0.01% | +20,249+30.0% | Added |
| Mutual of America Capital Management LLC | 96,168 | $8.29M | 0.09% | −634−0.7% | Reduced |
| Prudential Financial Inc | 97,470 | $8.41M | 0.01% | +91,196+1,453.6% | Added |
| Swiss National Bank | 97,721 | $8.43M | 0.01% | +2,200+2.3% | Added |
| Summit Creek Advisors LLC | 105,500 | $9.10M | 1.43% | +17,259+19.6% | Added |
| State of Wisconsin Investment Board | 107,407 | $9.26M | 0.02% | +3,386+3.3% | Added |
| Russell Investments Group, Ltd. | 108,736 | $9.38M | 0.01% | −10,557−8.8% | Reduced |
| JPMorgan Chase & Co | 112,904 | $9.74M | 0.00% | −274,711−70.9% | Reduced |
| SEI Investments Co | 114,663 | $9.89M | 0.01% | −19,839−14.7% | Reduced |
| Trexquant Investment LP | 117,139 | $10.1M | 0.09% | +98,811+539.1% | Added |
| UBS Asset Management Americas Inc | 125,689 | $10.8M | 0.00% | +3,996+3.3% | Added |
| Oberweis Asset Management Inc | 127,500 | $11.0M | 0.40% | +127,500 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,127 | $11.4M | 0.01% | +131,503+21,074.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 132,412 | $11.4M | 0.03% | −23,617−15.1% | Reduced |
| Canada Pension Plan Investment Board | 135,500 | $11.7M | 0.01% | +127,100+1,513.1% | Added |
| Impax Asset Management Group plc | 136,086 | $11.7M | 0.07% | 00.0% | Unchanged |
| Praesidium Investment Management Company, LLC | 140,427 | $12.1M | 2.24% | +52,506+59.7% | Added |
| Envestnet Asset Management Inc | 146,920 | $12.7M | 0.00% | −13,180−8.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 149,785 | $12.9M | 0.02% | −13,614−8.3% | Reduced |
| Polygon Management Ltd. | 150,000 | $12.9M | 2.73% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 150,509 | $13.0M | 0.14% | +147,899+5,666.6% | Added |
| Comerica Bank | 151,317 | $13.1M | 0.05% | +33,829+28.8% | Added |
| Lakehouse Capital Pty Ltd | 151,993 | $13.1M | 9.45% | +151,993 | New |