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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 47,234 | $4.07M | 0.00% | +546+1.2% | Added |
| Orser Capital Management, LLC | 47,187 | $4.07M | 2.43% | −900−1.9% | Reduced |
| Raymond James Financial Inc | 46,284 | $3.99M | 0.00% | −2,781−5.7% | Reduced |
| Aequim Alternative Investments LP | 44,815 | $3.87M | 0.08% | +44,815 | New |
| Ingalls & Snyder LLC | 44,405 | $3.83M | 0.14% | +422+1.0% | Added |
| Invesco Ltd. | 41,770 | $3.60M | 0.00% | +1,082+2.7% | Added |
| Stifel Financial Corp | 40,636 | $3.50M | 0.00% | −2,248−5.2% | Reduced |
| Essex Investment Management Co LLC | 39,520 | $3.41M | 0.52% | +38,792+5,328.6% | Added |
| Alamar Capital Management, LLC | 37,220 | $3.21M | 1.77% | −16,987−31.3% | Reduced |
| Ci Investments Inc. | 36,514 | $3.15M | 0.01% | +8,200+29.0% | Added |
| Resources Investment Advisors, LLC. | 36,096 | $3.11M | 0.03% | +160.0% | Added |
| Aquatic Capital Management LLC | 35,856 | $3.09M | 0.09% | −6,181−14.7% | Reduced |
| Mariner, LLC | 35,322 | $3.05M | 0.00% | +17,298+96.0% | Added |
| CWM, LLC | 32,771 | $2.83M | 0.01% | +17,423+113.5% | Added |
| Creative Planning | 32,443 | $2.80M | 0.00% | +9,827+43.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,247 | $2.78M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 31,724 | $2.74M | 0.00% | +31,724 | New |
| Citigroup Inc | 29,890 | $2.58M | 0.00% | −50,103−62.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 29,492 | $2.54M | 0.14% | −1,036−3.4% | Reduced |
| MetLife Investment Management | 27,805 | $2.40M | 0.01% | −1,474−5.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 27,697 | $2.39M | 0.13% | −144−0.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,236 | $2.35M | 0.54% | −460−1.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 26,916 | $2.32M | 0.00% | −75−0.3% | Reduced |
| Allianz Asset Management GmbH | 26,589 | $2.29M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,558 | $2.20M | 0.00% | +19,263+306.0% | Added |
| Verition Fund Management LLC | 25,100 | $2.16M | 0.01% | −1,759−6.5% | Reduced |
| BNP Paribas Arbitrage, SA | 24,655 | $2.13M | 0.00% | −7,318−22.9% | Reduced |
| Manufacturers Life Insurance Company, The | 24,395 | $2.10M | 0.00% | −1,273−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 23,780 | $2.05M | 0.01% | −3,905−14.1% | Reduced |
| Two Sigma Investments, LP | 23,201 | $2.00M | 0.00% | +10,513+82.9% | Added |
| Susquehanna International Group, LLP | 21,255 | $1.83M | 0.00% | +6,737+46.4% | Added |
| LPL Financial LLC | 20,475 | $1.77M | 0.00% | +185+0.9% | Added |
| Neo Ivy Capital Management | 20,328 | $1.75M | 0.28% | +20,328 | New |
| Los Angeles Capital Management LLC | 19,477 | $1.69M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 19,044 | $1.64M | 0.00% | +19,044 | New |
| Cetera Investment Advisers | 18,776 | $1.62M | 0.00% | −1,252−6.3% | Reduced |
| Intech Investment Management LLC | 17,801 | $1.54M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,993 | $1.47M | 0.00% | +2,956+21.1% | Added |
| New York State Common Retirement Fund | 16,819 | $1.45M | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 16,640 | $1.44M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,472 | $1.42M | 0.00% | +1,247+8.2% | Added |
| HighTower Advisors, LLC | 16,418 | $1.42M | 0.00% | −606−3.6% | Reduced |
| Janney Montgomery Scott LLC | 16,300 | $1.41M | 0.00% | −1,717−9.5% | Reduced |
| Algert Global LLC | 16,230 | $1.40M | 0.02% | −213,329−92.9% | Reduced |
| Mirabella Financial Services LLP | 16,228 | $1.40M | 0.13% | +12,161+299.0% | Added |
| Handelsbanken Fonder AB | 15,895 | $1.37M | 0.00% | −5,800−26.7% | Reduced |
| Marshall Wace, LLP | 15,699 | $1.35M | 0.00% | +15,699 | New |
| Mercer Global Advisors Inc | 15,584 | $1.34M | 0.00% | +7,228+86.5% | Added |
| Brookstone Capital Management | 15,329 | $1.32M | 0.02% | +7,000+84.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 15,320 | $1.32M | 0.09% | +15,320 | New |
| Dark Forest Capital Management LP | 15,154 | $1.31M | 0.06% | +15,154 | New |
| Franklin Resources Inc | 14,997 | $1.29M | 0.00% | +2,517+20.2% | Added |
| Lavelle Capital LP | 14,805 | $1.28M | 0.81% | +14,805 | New |
| HSBC Holdings PLC | 13,880 | $1.20M | 0.00% | +13,880 | New |
| Arizona State Retirement System | 13,802 | $1.19M | 0.01% | −784−5.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,715 | $1.18M | 0.01% | −207−1.5% | Reduced |
| HRT Financial LP | 13,623 | $1.17M | 0.00% | +13,623 | New |
| State Board of Administration of Florida Retirement System | 13,540 | $1.17M | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 13,534 | $1.17M | 0.08% | +13,534 | New |
| Wealth Enhancement Advisory Services, LLC | 12,588 | $1.09M | 0.00% | +8,106+180.9% | Added |
| Tudor Investment Corp Et Al | 12,426 | $1.07M | 0.01% | +12,426 | New |
| Vancity Investment Management Ltd | 12,408 | $1.07M | 0.15% | −3,042−19.7% | Reduced |
| CenterBook Partners LP | 11,953 | $1.03M | 0.05% | +5,643+89.4% | Added |
| Bridgefront Capital, LLC | 11,382 | $981.7K | 0.25% | +6,172+118.5% | Added |
| Woodline Partners LP | 11,261 | $971.3K | 0.00% | −2,500−18.2% | Reduced |
| TD Asset Management Inc | 10,784 | $930.1K | 0.00% | −13,936−56.4% | Reduced |
| KLP Kapitalforvaltning AS | 10,600 | $914.3K | 0.00% | +300+2.9% | Added |
| Talbot Financial, LLC | 10,500 | $905.6K | 0.07% | 00.0% | Unchanged |
| Readystate Asset Management LP | 10,000 | $862.5K | 0.04% | −361,224−97.3% | Reduced |
| Captrust Financial Advisors | 9,872 | $851.5K | 0.00% | +5,096+106.7% | Added |
| ProShare Advisors LLC | 9,433 | $813.6K | 0.00% | +614+7.0% | Added |
| Pathstone Holdings, LLC | 9,329 | $804.6K | 0.00% | −211−2.2% | Reduced |
| Voya Investment Management LLC | 9,085 | $783.6K | 0.00% | −106−1.2% | Reduced |
| Quantinno Capital Management LP | 8,773 | $756.7K | 0.00% | +4,030+85.0% | Added |
| Empower Advisory Group, LLC | 8,521 | $734.9K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 8,458 | $729.5K | 0.00% | +8,458 | New |
| Teacher Retirement System of Texas | 8,022 | $691.9K | 0.00% | −1,891−19.1% | Reduced |
| George Kaiser Family Foundation | 7,917 | $682.8K | 0.09% | +2,231+39.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $652.0K | 0.14% | 00.0% | Unchanged |
| Trust Point Inc. | 7,555 | $651.6K | 0.05% | +80+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 6,927 | $597.5K | 0.00% | −11,218−61.8% | Reduced |
| Pictet Asset Management Holding SA | 6,891 | $594.3K | 0.00% | −1,050−13.2% | Reduced |
| Empowered Funds, LLC | 6,775 | $584.3K | 0.01% | +512+8.2% | Added |
| Campbell & CO Investment Adviser LLC | 6,735 | $580.9K | 0.03% | +6,735 | New |
| Legacy Bridge, LLC | 6,664 | $574.8K | 0.23% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,688 | $573.0K | 0.00% | −12,045−64.3% | Reduced |
| Inceptionr LLC | 6,481 | $559.0K | 0.16% | +6,481 | New |
| Virginia Retirement Systems Et Al | 6,300 | $543.4K | 0.00% | −3,900−38.2% | Reduced |
| Boothbay Fund Management, LLC | 6,257 | $539.7K | 0.01% | −2,421−27.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,899 | $508.8K | 0.00% | −921−13.5% | Reduced |
| PharVision Advisers, LLC | 5,892 | $508.2K | 0.26% | +5,892 | New |
| US Bancorp | 5,812 | $501.3K | 0.00% | −5,074−46.6% | Reduced |
| Victory Capital Management Inc | 5,741 | $495.2K | 0.00% | +26+0.5% | Added |
| Benjamin Edwards Inc | 5,348 | $461.2K | 0.01% | −50−0.9% | Reduced |
| Diversified Trust Co | 5,344 | $460.9K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,278 | $455.2K | 0.00% | +5,278 | New |
| Pensionmark Financial Group, LLC | 5,124 | $441.9K | 0.01% | +7+0.1% | Added |
| Commonwealth Equity Services, LLC | 5,073 | $437.6K | 0.00% | −141−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $432.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,940 | $431.0K | 0.02% | 00.0% | Unchanged |