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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 4,955 | $427.4K | 0.00% | +1,178+31.2% | Added |
| Tradition Wealth Management, LLC | 4,632 | $399.5K | 0.03% | +53+1.2% | Added |
| Graham Capital Management, L.P. | 4,541 | $391.7K | 0.01% | +4,541 | 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 |
| Glenmede Trust Co NA | 4,504 | $388.5K | 0.00% | +4,504 | New |
| Atria Investments LLC | 4,420 | $381.2K | 0.00% | −343−7.2% | Reduced |
| JustInvest LLC | 4,368 | $376.7K | 0.00% | +416+10.5% | Added |
| Dynamic Technology Lab Private Ltd | 4,288 | $370.0K | 0.08% | +4,288 | New |
| Everest Financial Group LLC | 4,182 | $360.7K | 0.08% | +4,182 | New |
| Ameritas Investment Partners, Inc. | 4,082 | $352.1K | 0.01% | −119−2.8% | Reduced |
| Xponance, Inc. | 3,970 | $342.4K | 0.00% | +23+0.6% | Added |
| Buckingham Strategic Partners | 3,934 | $339.3K | 0.00% | +3,934 | New |
| Ensign Peak Advisors, Inc | 3,917 | $337.8K | 0.00% | −7,200−64.8% | Reduced |
| MML Investors Services, LLC | 3,889 | $335.4K | 0.00% | −827−17.5% | Reduced |
| Aigen Investment Management, LP | 3,869 | $333.7K | 0.08% | +1,528+65.3% | Added |
| Truist Financial Corp | 3,837 | $330.9K | 0.00% | +3,837 | New |
| Magnetar Financial LLC | 3,791 | $327.0K | 0.00% | +3,791 | New |
| Park Avenue Securities LLC | 3,774 | $326.0K | 0.00% | −178−4.5% | Reduced |
| Bank of Montreal | 3,707 | $319.7K | 0.00% | −682−15.5% | Reduced |
| Lazard Asset Management LLC | 3,697 | $318.9K | 0.00% | −47,455−92.8% | Reduced |
| Inlight Wealth Management, LLC | 3,607 | $311.1K | 0.11% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,600 | $310.5K | 0.00% | +3,600 | New |
| Voya Financial Advisors, Inc. | 3,578 | $310.2K | 0.03% | −180−4.8% | Reduced |
| Callan Family Office, LLC | 3,516 | $303.3K | 0.01% | +3,516 | New |
| Pallas Capital Advisors LLC | 3,509 | $302.7K | 0.01% | +3,509 | New |
| Allspring Global Investments Holdings, LLC | 3,589 | $297.8K | 0.00% | +270+8.1% | Added |
| RIA Advisory Group LLC | 3,440 | $296.7K | 0.07% | −98−2.8% | Reduced |
| Wealth Alliance | 3,368 | $290.5K | 0.03% | +100+3.1% | Added |
| EntryPoint Capital, LLC | 3,364 | $290.1K | 0.11% | +3,364 | New |
| CIBC World Markets Corp | 3,327 | $287.0K | 0.00% | +3,327 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,272 | $282.2K | 0.00% | +3,272 | New |
| Larson Financial Group LLC | 3,259 | $281.1K | 0.01% | +395+13.8% | Added |
| Kings Path Partners LLC | 3,220 | $277.7K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,151 | $271.8K | 0.00% | +3,151 | New |
| Mackenzie Financial Corp | 3,151 | $271.3K | 0.00% | −131−4.0% | Reduced |
| Fox Run Management, L.L.C. | 3,137 | $270.6K | 0.04% | +62+2.0% | Added |
| Two Sigma Securities, LLC | 3,097 | $267.1K | 0.04% | +3,097 | New |
| Foster Group, Inc. | 3,069 | $264.7K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 2,971 | $256.2K | 0.00% | −879−22.8% | Reduced |
| Gotham Asset Management, LLC | 2,912 | $251.2K | 0.00% | +2,912 | New |
| STRS Ohio | 2,900 | $250.1K | 0.00% | +300+11.5% | Added |
| Bayforest Capital Ltd | 2,849 | $245.7K | 0.18% | +2,849 | New |
| Parkside Financial Bank & Trust | 2,826 | $243.7K | 0.02% | +4+0.1% | Added |
| United Bank | 2,639 | $227.6K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,632 | $227.0K | 0.01% | +2,632 | New |
| Quest Partners LLC | 2,603 | $224.5K | 0.01% | +2,021+347.3% | Added |
| Hardy Reed LLC | 2,543 | $219.3K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,454 | $211.7K | 0.00% | −21,840−89.9% | Reduced |
| Sanctuary Advisors, LLC | 2,432 | $209.8K | 0.00% | +2,432 | New |
| Susquehanna Fundamental Investments, LLC | 2,372 | $204.6K | 0.01% | +2,372 | New |
| State of Alaska, Department of Revenue | 2,259 | $194.0K | 0.00% | +63+2.9% | Added |
| State of Wyoming | 2,053 | $177.1K | 0.02% | +500+32.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,006 | $166.4K | 0.00% | −393−16.4% | Reduced |
| Quadrant Capital Group LLC | 1,861 | $160.5K | 0.00% | +1,856+37,120.0% | Added |
| Paladin Advisory Group, LLC | 1,857 | $160.2K | 0.12% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,818 | $156.8K | 0.02% | +1,818 | New |
| Smartleaf Asset Management LLC | 1,797 | $155.0K | 0.01% | +521+40.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,689 | $145.7K | 0.00% | −345−17.0% | Reduced |
| Amalgamated Bank | 1,580 | $136.0K | 0.00% | −49−3.0% | Reduced |
| KBC Group NV | 1,425 | $123.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,116 | $96.3K | 0.00% | −36−3.1% | Reduced |
| Kestra Advisory Services, LLC | 1,078 | $93.0K | 0.00% | +1,078 | New |
| Allworth Financial LP | 981 | $84.6K | 0.00% | +569+138.1% | Added |
| Hilltop National Bank | 969 | $83.6K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 953 | $82.2K | 0.03% | +564+145.0% | Added |
| EverSource Wealth Advisors, LLC | 936 | $80.7K | 0.00% | +545+139.4% | Added |
| Tower Research Capital LLC (TRC) | 932 | $80.4K | 0.00% | −946−50.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 927 | $80.0K | 0.02% | +927 | New |
| Advisors Asset Management, Inc. | 854 | $73.7K | 0.00% | −12−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 810 | $69.9K | 0.00% | +306+60.7% | Added |
| Nisa Investment Advisors, LLC | 781 | $67.4K | 0.00% | −737−48.6% | Reduced |
| Global Wealth Strategies & Associates | 703 | $60.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 669 | $57.7K | 0.00% | +266+66.0% | Added |
| GAMMA Investing LLC | 636 | $54.9K | 0.00% | +349+121.6% | Added |
| Park Place Capital Corp | 617 | $53.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 595 | $51.3K | 0.00% | +562+1,703.0% | Added |
| Advisor Group Holdings, Inc. | 559 | $48.2K | 0.00% | −94−14.4% | Reduced |
| Signaturefd, LLC | 513 | $44.2K | 0.00% | −16−3.0% | Reduced |
| First Horizon Corp | 509 | $43.9K | 0.00% | +269+112.1% | Added |
| Harbour Investments, Inc. | 509 | $43.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $43.1K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 453 | $39.1K | 0.00% | +453 | New |
| IFP Advisors, Inc | 413 | $35.6K | 0.00% | +309+297.1% | Added |
| Quarry LP | 407 | $35.1K | 0.01% | +325+396.3% | Added |
| Bessemer Group Inc | 365 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 329 | $28.4K | 0.00% | −24,430−98.7% | Reduced |
| OP Asset Management Ltd | 311 | $26.8K | 0.00% | +311 | New |
| Leonteq Securities AG | 310 | $26.7K | 0.00% | +310 | New |
| Federation des caisses Desjardins du Quebec | 250 | $21.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 210 | $18.1K | 0.00% | +80+61.5% | Added |
| Danske Bank A/S | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 190 | $16.4K | 0.01% | −830−81.4% | Reduced |
| Covestor Ltd | 187 | $16.0K | 0.01% | −123−39.7% | Reduced |
| Eastern Bank | 170 | $14.7K | 0.00% | +170 | New |
| Colonial Trust Co | 169 | $14.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 167 | $14.4K | 0.00% | +75+81.5% | Added |
| Aster Capital Management (DIFC) Ltd | 160 | $13.8K | 0.01% | +160 | New |
| Huntington National Bank | 123 | $10.6K | 0.00% | −70−36.3% | Reduced |
| True Wealth Design, LLC | 122 | $10.5K | 0.00% | +96+369.2% | Added |