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 |
|---|---|---|---|---|---|
| Private Wealth Asset Management, LLC | 175,100 | $15.1M | 1.64% | +100,000+133.2% | Added |
| Jane Street Group, LLC | 194,531 | $16.8M | 0.02% | +194,531 | New |
| Brown Capital Management LLC | 208,494 | $18.0M | 1.48% | −252,866−54.8% | Reduced |
| Point72 Asset Management, L.P. | 216,310 | $18.7M | 0.03% | −575,336−72.7% | Reduced |
| Standard Life Aberdeen plc | 218,382 | $18.8M | 0.03% | −13,390−5.8% | Reduced |
| Jain Global LLC | 221,786 | $19.1M | 0.19% | +27,845+14.4% | Added |
| Janus Henderson Group PLC | 225,175 | $19.4M | 0.01% | +203,808+953.8% | Added |
| Bank of New York Mellon Corp | 232,793 | $20.1M | 0.00% | −4,637−2.0% | Reduced |
| Renaissance Technologies LLC | 279,040 | $24.1M | 0.04% | −131,471−32.0% | Reduced |
| Topline Capital Management, LLC | 288,250 | $24.9M | 2.25% | +279,779+3,302.8% | Added |
| Royal Bank of Canada | 297,308 | $25.6M | 0.00% | −252−0.1% | Reduced |
| Goldman Sachs Group Inc | 299,904 | $25.9M | 0.00% | −26,280−8.1% | Reduced |
| Jefferies Financial Group Inc. | 300,719 | $25.9M | 0.21% | −46,090−13.3% | Reduced |
| Ranger Investment Management, L.P. | 306,856 | $26.5M | 1.82% | −5,189−1.7% | Reduced |
| Ameriprise Financial Inc | 321,771 | $27.8M | 0.01% | −83,161−20.5% | Reduced |
| Citadel Advisors LLC | 396,229 | $34.2M | 0.02% | +369,874+1,403.4% | Added |
| Bank of America Corp | 401,880 | $34.7M | 0.00% | −12,929−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 431,557 | $37.2M | 0.01% | −1370.0% | Reduced |
| Loomis Sayles & Co L P | 453,451 | $39.1M | 0.05% | −37,485−7.6% | Reduced |
| Pembroke Management, LTD | 474,356 | $40.9M | 4.23% | +53,995+12.8% | Added |
| Nuveen, LLC | 499,985 | $43.1M | 0.01% | −47,155−8.6% | Reduced |
| TimesSquare Capital Management, LLC | 502,403 | $43.3M | 0.65% | −11,100−2.2% | Reduced |
| Northern Trust Corp | 504,010 | $43.5M | 0.01% | −39,021−7.2% | Reduced |
| AQR Capital Management LLC | 522,304 | $45.0M | 0.02% | +335,221+179.2% | Added |
| Irenic Capital Management LP | 552,010 | $47.6M | 6.24% | +55,000+11.1% | Added |
| Barclays PLC | 582,586 | $50.2M | 0.02% | +490,351+531.6% | Added |
| Arrowstreet Capital, Limited Partnership | 588,807 | $50.8M | 0.03% | +64,999+12.4% | Added |
| Norges Bank | 618,845 | $53.4M | 0.01% | +618,845 | New |
| Mairs & Power Inc | 727,994 | $62.8M | 0.60% | −29,069−3.8% | Reduced |
| Nomura Asset Management International Inc. | 736,799 | $63.5M | 0.10% | +736,799 | New |
| Assenagon Asset Management S.A. | 740,102 | $63.8M | 0.10% | +735,186+14,955.0% | Added |
| First Trust Advisors LP | 741,293 | $63.9M | 0.05% | −71,467−8.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 842,025 | $72.6M | 0.05% | −752,416−47.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 893,859 | $77.1M | 0.26% | +91,808+11.4% | Added |
| Edmond de Rothschild Holding S.A. | 941,355 | $81.2M | 1.15% | −321,206−25.4% | Reduced |
| Price T Rowe Associates Inc | 1,047,893 | $90.4M | 0.01% | −443,530−29.7% | Reduced |
| Conestoga Capital Advisors, LLC | 1,083,243 | $93.4M | 1.57% | +87,056+8.7% | Added |
| Riverbridge Partners LLC | 1,153,427 | $99.5M | 1.86% | −137,443−10.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,170,160 | $100.9M | 0.30% | +144,500+14.1% | Added |
| Geode Capital Management, LLC | 1,192,149 | $102.8M | 0.01% | −5,074−0.4% | Reduced |
| State Street Corp | 1,239,519 | $106.9M | 0.00% | −71,312−5.4% | Reduced |
| Morgan Stanley | 1,265,693 | $109.2M | 0.01% | +220,159+21.1% | Added |
| Nordea Investment Management AB | 1,290,923 | $110.8M | 0.10% | −77,478−5.7% | Reduced |
| FMR LLC | 1,389,485 | $119.8M | 0.01% | +165,046+13.5% | Added |
| UBS Group AG | 2,204,792 | $190.2M | 0.04% | +1,426,674+183.3% | Added |
| Eminence Capital, LP | 3,706,152 | $319.7M | 5.05% | −17,394−0.5% | Reduced |
| BlackRock, Inc. | 4,444,264 | $383.3M | 0.01% | +77,165+1.8% | Added |
| Vanguard Group Inc | 6,259,001 | $539.8M | 0.01% | −22,316−0.4% | Reduced |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,743,391−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −298,134−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −41,205−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −39,230−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −21,467−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −21,079−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −20,533−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −15,531−100.0% | Sold out |
| Ceera Investments, LLC | 0 | $0 | 0.00% | −15,301−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −7,783−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,085−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −4,213−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,114−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Sonora Investment Management Group, LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |