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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.

Institutional holdersQ4 2025: 348 institutions
Q1 2021: 238 institutionsQ2 2021: 250 institutionsQ3 2021: 283 institutionsQ4 2021: 319 institutionsQ1 2022: 287 institutionsQ2 2022: 252 institutionsQ3 2022: 262 institutionsQ4 2022: 271 institutionsQ1 2023: 311 institutionsQ2 2023: 306 institutionsQ3 2023: 333 institutionsQ4 2023: 325 institutionsQ1 2024: 302 institutionsQ2 2024: 300 institutionsQ3 2024: 295 institutionsQ4 2024: 316 institutionsQ1 2025: 330 institutionsQ2 2025: 313 institutionsQ3 2025: 314 institutionsQ4 2025: 348 institutionsQ1 2026: 315 institutionsQ2 2026: 306 institutions
Value heldQ4 2025: $4.32B
Q1 2021: $3.27BQ2 2021: $4.33BQ3 2021: $5.86BQ4 2021: $5.52BQ1 2022: $5.23BQ2 2022: $2.92BQ3 2022: $3.41BQ4 2022: $3.75BQ1 2023: $4.61BQ2 2023: $4.62BQ3 2023: $4.69BQ4 2023: $4.81BQ1 2024: $4.03BQ2 2024: $3.42BQ3 2024: $3.64BQ4 2024: $5.17BQ1 2025: $3.59BQ2 2025: $3.17BQ3 2025: $4.16BQ4 2025: $4.32BQ1 2026: $2.92BQ2 2026: $2.41B
Institutions holding WK and their total value by quarter
QuarterHoldersValue
Q2 2026306$2.41B
Q1 2026315$2.92B
Q4 2025348$4.32B
Q3 2025314$4.16B
Q2 2025313$3.17B
Q1 2025330$3.59B
Q4 2024316$5.17B
Q3 2024295$3.64B
Q2 2024300$3.42B
Q1 2024302$4.03B
Q4 2023325$4.81B
Q3 2023333$4.69B
Q2 2023306$4.62B
Q1 2023311$4.61B
Q4 2022271$3.75B
Q3 2022262$3.41B
Q2 2022252$2.92B
Q1 2022287$5.23B
Q4 2021319$5.52B
Q3 2021283$5.86B
Q2 2021250$4.33B
Q1 2021238$3.27B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q3 2025.

Institutions holding WK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Optiver Holding B.V.112$9.66K0.00%−3−2.6%Reduced
Westside Investment Management, Inc.96$7.96K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC92$7.93K0.00%+92New
SRS Capital Advisors, Inc.90$7.76K0.00%−5,349−98.3%Reduced
Parallel Advisors, LLC88$7.59K0.00%+50+131.6%Added
Meramec Financial Planners, LLC107$7.47K0.00%+107New
Pinnacle Wealth Planning Services, Inc.85$7.33K0.00%+85New
Birchwood Financial Partners, Inc.82$7.07K0.01%+82New
Elequin Capital LP80$6.90K0.00%+80New
Financial Network Wealth Advisors LLC68$5.87K0.01%00.0%Unchanged
Brown Brothers Harriman & Co67$5.78K0.00%+67New
Basecamp Wealth Advisors LLC61$5.26K0.00%+61New
Root Financial Partners, LLC53$4.57K0.00%+8+17.8%Added
Global Retirement Partners, LLC48$4.14K0.00%+1+2.1%Added
Golden State Wealth Management, LLC44$3.79K0.00%00.0%Unchanged
Cornerstone Planning Group LLC42$3.41K0.00%−99−70.2%Reduced
Massmutual Trust Co FSB34$2.93K0.00%−3−8.1%Reduced
SJS Investment Consulting Inc.32$2.76K0.00%+30+1,500.0%Added
SBI Securities Co., Ltd.31$2.67K0.00%−1−3.1%Reduced
Marquette Asset Management, LLC31$2.67K0.00%+31New
Ancora Advisors, LLC29$2.50K0.00%00.0%Unchanged
Bare Financial Services, Inc29$2.50K0.00%+6+26.1%Added
Sunbelt Securities, Inc.26$2.24K0.00%00.0%Unchanged
Simplex Trading, LLC26$2.24K0.00%+26New
Private Wealth Management Group, LLC23$1.98K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.23$1.98K0.00%+23New
JFS Wealth Advisors, LLC22$1.90K0.00%+11+100.0%Added
SageView Advisory Group, LLC21$1.81K0.00%+21New
MAI Capital Management20$1.73K0.00%+20New
Clearstead Advisors, LLC19$1.64K0.00%−31−62.0%Reduced
Godfrey Financial Associates, Inc.18$1.55K0.00%+18New
Elyxium Wealth, LLC15$1.29K0.00%+15New
Bogart Wealth, LLC14$1.21K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.10$1.00K0.00%+10New
Fortitude Family Office, LLC11$9490.00%+6+120.0%Added
Torren Management, LLC9$7760.00%+9New
TD Private Client Wealth LLC7$6040.00%+7New
Advocate Investing Services LLC7$6040.00%+7New
DiNuzzo Private Wealth, Inc.6$5180.00%00.0%Unchanged
Assetmark, Inc2$1730.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1730.00%00.0%Unchanged
Rialto Wealth Management, LLC2$1730.00%+1+100.0%Added
DV Trading LLC2$1720.00%+2New
Dunhill Financial, LLC1$910.00%+1New
MV Capital Management, Inc.1$870.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC1$860.00%−1−50.0%Reduced
Transamerica Financial Advisors, Inc.1$860.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Macquarie Group Ltd0$00.00%−1,743,391−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−298,134−100.0%Sold out
Agf Management Ltd0$00.00%−41,205−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−39,230−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−24,200−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−21,467−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−21,079−100.0%Sold out
Holocene Advisors, LP0$00.00%−20,533−100.0%Sold out
Weiss Asset Management LP0$00.00%−15,531−100.0%Sold out
Ceera Investments, LLC0$00.00%−15,301−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−7,783−100.0%Sold out
Bank of Nova Scotia0$00.00%−6,085−100.0%Sold out
Groupama Asset Managment0$00.00%–Sold out
DC Investments Management, LLC0$00.00%−4,456−100.0%Sold out
Freestone Grove Partners LP0$00.00%−4,213−100.0%Sold out
Henshaw Capital LLC0$00.00%−4,050−100.0%Sold out
Summit Global Investments0$00.00%−3,951−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−3,540−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−3,114−100.0%Sold out
Walleye Trading LLC0$00.00%−2,735−100.0%Sold out
St Germain D J Co Inc0$00.00%−2,055−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−2,000−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−212−100.0%Sold out
Rise Advisors, LLC0$00.00%−117−100.0%Sold out
Group One Trading, L.P.0$00.00%−69−100.0%Sold out
Mather Group, LLC.0$00.00%−46−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−46−100.0%Sold out
Principal Securities, Inc.0$00.00%−37−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−20−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−7−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−1−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−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