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, Q1 2026
Institutional positions in Workiva Inc as of Mar 31, 2026. 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
- 315
- −26 vs. Q4 2025
- Shares held
- 48.9M
- +5.86M (+13.6%) vs. Q4 2025
- Total value
- $2.92B
- −$789.3M (−21.3%) vs. Q4 2025
- New holders
- 48
- 112 more added
- Sold out
- 74
- 117 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,637,070 | $276.5M | 0.00% | +192,806+4.3% | Added |
| Vanguard Portfolio Management LLC | 3,955,667 | $235.9M | 0.01% | +3,955,667 | New |
| Eminence Capital, LP | 2,519,889 | $150.3M | 3.45% | −1,186,263−32.0% | Reduced |
| Jericho Capital Asset Management L.P. | 2,465,745 | $147.0M | 2.17% | +2,465,745 | New |
| Vanguard Capital Management LLC | 2,256,903 | $134.6M | 0.00% | +2,256,903 | New |
| FMR LLC | 1,785,723 | $106.5M | 0.01% | +396,238+28.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,679,788 | $100.2M | 0.31% | +509,628+43.6% | Added |
| State Street Corp | 1,275,923 | $76.1M | 0.00% | +36,404+2.9% | Added |
| Geode Capital Management, LLC | 1,227,309 | $73.2M | 0.00% | +35,160+2.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,221,561 | $72.8M | 1.05% | +280,206+29.8% | Added |
| UBS Group AG | 1,127,988 | $67.3M | 0.01% | −1,076,804−48.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,109,646 | $66.2M | 0.04% | +520,839+88.5% | Added |
| Hawk Ridge Capital Management LP | 1,091,582 | $65.1M | 2.37% | +1,091,582 | New |
| Topline Capital Management, LLC | 1,050,090 | $62.6M | 10.35% | +761,840+264.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 922,167 | $55.0M | 0.19% | +28,308+3.2% | Added |
| First Trust Advisors LP | 862,936 | $51.5M | 0.04% | +121,643+16.4% | Added |
| Goldman Sachs Group Inc | 811,530 | $48.4M | 0.01% | +511,626+170.6% | Added |
| Conestoga Capital Advisors, LLC | 754,553 | $45.0M | 0.90% | −328,690−30.3% | Reduced |
| Mairs & Power Inc | 715,640 | $42.7M | 0.44% | −12,354−1.7% | Reduced |
| Citadel Advisors LLC | 692,255 | $41.3M | 0.03% | +296,026+74.7% | Added |
| Nomura Asset Management International Inc. | 656,603 | $39.2M | 0.07% | −80,196−10.9% | Reduced |
| Riverbridge Partners LLC | 651,243 | $38.8M | 0.95% | −502,184−43.5% | Reduced |
| Squarepoint Ops LLC | 592,004 | $35.3M | 0.08% | +540,012+1,038.6% | Added |
| Irenic Capital Management LP | 552,010 | $32.9M | 2.99% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 539,042 | $32.1M | 0.00% | −508,851−48.6% | Reduced |
| Loomis Sayles & Co L P | 514,936 | $30.7M | 0.04% | +61,485+13.6% | Added |
| Nuveen, LLC | 487,928 | $29.1M | 0.01% | −12,057−2.4% | Reduced |
| Northern Trust Corp | 482,556 | $28.8M | 0.00% | −21,454−4.3% | Reduced |
| TimesSquare Capital Management, LLC | 446,365 | $26.6M | 0.45% | −56,038−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 427,159 | $25.5M | 0.00% | −4,398−1.0% | Reduced |
| Bank of America Corp | 394,941 | $23.6M | 0.00% | −6,939−1.7% | Reduced |
| Qube Research & Technologies Ltd | 363,333 | $21.7M | 0.03% | +275,602+314.1% | Added |
| Vanguard Fiduciary Trust Co | 360,522 | $21.5M | 0.01% | +360,522 | New |
| Goldentree Asset Management LP | 358,248 | $21.3M | 1.26% | +358,248 | New |
| Ranger Investment Management, L.P. | 342,185 | $20.4M | 1.48% | +35,329+11.5% | Added |
| AQR Capital Management LLC | 336,293 | $20.1M | 0.01% | −186,011−35.6% | Reduced |
| Jane Street Group, LLC | 307,289 | $18.3M | 0.02% | +112,758+58.0% | Added |
| Morgan Stanley | 302,275 | $18.0M | 0.00% | −963,418−76.1% | Reduced |
| Ameriprise Financial Inc | 273,687 | $16.3M | 0.00% | −48,084−14.9% | Reduced |
| Lakehouse Capital Pty Ltd | 184,108 | $16.0M | 10.81% | +32,115+21.1% | Added |
| Polygon Management Ltd. | 250,000 | $14.9M | 2.93% | +100,000+66.7% | Added |
| Two Sigma Investments, LP | 238,441 | $14.2M | 0.01% | +215,240+927.7% | Added |
| Bank of New York Mellon Corp | 227,426 | $13.6M | 0.00% | −5,367−2.3% | Reduced |
| Pembroke Management, LTD | 224,900 | $13.4M | 1.94% | −249,456−52.6% | Reduced |
| Royal Bank of Canada | 223,336 | $13.3M | 0.00% | −73,972−24.9% | Reduced |
| Renaissance Technologies LLC | 209,140 | $12.5M | 0.02% | −69,900−25.1% | Reduced |
| JPMorgan Chase & Co | 191,022 | $11.2M | 0.00% | +78,118+69.2% | Added |
| Tudor Investment Corp Et Al | 179,581 | $10.7M | 0.06% | +167,155+1,345.2% | Added |
| Janus Henderson Group PLC | 173,155 | $10.3M | 0.00% | −52,020−23.1% | Reduced |
| Trexquant Investment LP | 169,574 | $10.1M | 0.07% | +52,435+44.8% | Added |
| Impax Asset Management Group plc | 162,086 | $9.67M | 0.07% | +26,000+19.1% | Added |
| Private Wealth Asset Management, LLC | 158,000 | $9.42M | 1.01% | −17,100−9.8% | Reduced |
| Praesidium Investment Management Company, LLC | 150,409 | $8.97M | 2.14% | +9,982+7.1% | Added |
| Brown Capital Management LLC | 148,997 | $8.88M | 1.26% | −59,497−28.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 138,514 | $8.26M | 0.01% | −11,271−7.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 135,843 | $8.10M | 0.02% | +3,431+2.6% | Added |
| Ensign Peak Advisors, Inc | 134,977 | $8.05M | 0.01% | +131,060+3,345.9% | Added |
| Canada Pension Plan Investment Board | 133,600 | $7.97M | 0.01% | −1,900−1.4% | Reduced |
| UBS Asset Management Americas Inc | 127,439 | $7.60M | 0.00% | +1,750+1.4% | Added |
| Millennium Management LLC | 127,380 | $7.60M | 0.01% | +50,628+66.0% | Added |
| Federated Hermes, Inc. | 120,211 | $7.17M | 0.01% | +88,487+278.9% | Added |
| Fifth Third Bancorp | 117,295 | $6.99M | 0.01% | +116,179+10,410.3% | Added |
| Russell Investments Group, Ltd. | 114,759 | $6.84M | 0.01% | +6,023+5.5% | Added |
| Cypress Point Investment Management LP | 102,698 | $6.12M | 1.44% | +102,698 | New |
| Swiss National Bank | 98,521 | $5.87M | 0.00% | +800+0.8% | Added |
| Mutual of America Capital Management LLC | 95,921 | $5.72M | 0.07% | −247−0.3% | Reduced |
| Siren, L.L.C. | 92,500 | $5.52M | 0.15% | +13,377+16.9% | Added |
| Summit Creek Advisors LLC | 91,169 | $5.44M | 1.12% | −14,331−13.6% | Reduced |
| Man Group plc | 90,607 | $5.40M | 0.01% | +90,607 | New |
| Jefferies Financial Group Inc. | 86,500 | $5.16M | 0.06% | −214,219−71.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 85,762 | $5.11M | 0.01% | +85,762 | New |
| Alliancebernstein L.P. | 59,279 | $5.11M | 0.00% | +1,220+2.1% | Added |
| King Luther Capital Management Corp | 83,561 | $4.98M | 0.02% | +3,478+4.3% | Added |
| Prudential Financial Inc | 80,850 | $4.82M | 0.01% | −16,620−17.1% | Reduced |
| CIBC Bancorp USA Inc. | 80,719 | $4.81M | 0.01% | +80,719 | New |
| Nicholas Company, Inc. | 80,529 | $4.80M | 0.09% | −387−0.5% | Reduced |
| State of Wisconsin Investment Board | 79,806 | $4.76M | 0.01% | −27,601−25.7% | Reduced |
| Harbor Capital Advisors, Inc. | 71,652 | $4.27M | 0.35% | +17,892+33.3% | Added |
| Rhumbline Advisers | 66,816 | $3.98M | 0.00% | +1,061+1.6% | Added |
| EFG International AG | 62,055 | $3.70M | 0.08% | +11,285+22.2% | Added |
| Great West Life Assurance Co | 61,937 | $3.70M | 0.01% | +10,901+21.4% | Added |
| Madison Asset Management, LLC | 61,752 | $3.68M | 0.05% | +8,614+16.2% | Added |
| California State Teachers Retirement System | 61,566 | $3.67M | 0.00% | +14,332+30.3% | Added |
| OP Asset Management Ltd | 60,177 | $3.59M | 0.04% | +59,866+19,249.5% | Added |
| Engineers Gate Manager LP | 59,845 | $3.57M | 0.04% | −23,588−28.3% | Reduced |
| Deutsche Bank AG | 59,053 | $3.52M | 0.00% | +4,793+8.8% | Added |
| Kopp Family Office, LLC | 55,866 | $3.33M | 2.29% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 53,890 | $3.21M | 0.00% | −93,030−63.3% | Reduced |
| Abacus Planning Group, Inc. | 52,954 | $3.16M | 0.43% | 00.0% | Unchanged |
| SEI Investments Co | 52,123 | $3.11M | 0.00% | −62,540−54.5% | Reduced |
| 13D Management LLC | 52,000 | $3.10M | 4.81% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 57,340 | $3.07M | 0.17% | +43,806+323.7% | Added |
| Citigroup Inc | 50,061 | $2.99M | 0.00% | +20,171+67.5% | Added |
| Invesco Ltd. | 48,540 | $2.89M | 0.00% | +6,770+16.2% | Added |
| Barclays PLC | 47,862 | $2.85M | 0.00% | −534,724−91.8% | Reduced |
| Vanguard Asset Management, Ltd | 46,382 | $2.77M | 0.00% | +46,382 | New |
| Wells Fargo & Company | 45,452 | $2.71M | 0.00% | −15,099−24.9% | Reduced |
| Aequim Alternative Investments LP | 44,815 | $2.67M | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 43,375 | $2.59M | 0.04% | +43,375 | New |
| Legal & General Group Plc | 41,566 | $2.48M | 0.00% | −9,522−18.6% | Reduced |