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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.

Q1 2026 vs. Q4 2025

How the institutions holding Workiva Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WK: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders3487315−26
Shares50.1M7.11M48.9M+5.86M (+13.6%)
Value$4.32B$613.3M$2.92B−$789.3M (−21.3%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Workiva Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WK in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,955,667$235.9M0.01%
Jericho Capital Asset Management L.P.2,465,745$147.0M2.17%
Vanguard Capital Management LLC2,256,903$134.6M0.00%
Hawk Ridge Capital Management LP1,091,582$65.1M2.37%
Vanguard Fiduciary Trust Co360,522$21.5M0.01%
Goldentree Asset Management LP358,248$21.3M1.26%
Cypress Point Investment Management LP102,698$6.12M1.44%
Man Group plc90,607$5.40M0.01%
Healthcare of Ontario Pension Plan Trust Fund85,762$5.11M0.01%
CIBC Bancorp USA Inc.80,719$4.81M0.01%
Vanguard Asset Management, Ltd46,382$2.77M0.00%
Jump Financial, LLC43,375$2.59M0.04%
D. E. Shaw & Co., Inc.38,461$2.29M0.00%
Tejara Capital Ltd37,300$2.22M0.73%
CI Private Wealth, LLC21,711$1.29M0.00%
Vanguard Global Advisers, LLC20,979$1.25M0.00%
Brevan Howard Capital Management LP19,399$1.16M0.01%
Jacobs Levy Equity Management, Inc12,523$746.7K0.00%
Vanguard Investments Australia, Ltd.12,202$727.6K0.00%
Ares Systematic Credit Ltd11,582$679.9K0.54%
Caption Management, LLC8,046$479.8K0.02%
Blackstone Group Inc.6,931$413.3K0.00%
DRW Securities, LLC6,085$362.8K0.02%
Qsemble Capital Management, LP4,911$292.8K0.02%
Virtu Financial LLC4,524$270.0K0.01%
Cornerstone Investment Partners, LLC4,407$262.8K0.01%
Twinbeech Capital LP4,100$244.5K0.03%
Mount Yale Investment Advisors, LLC3,434$204.8K0.00%
Toronto Dominion Bank3,186$190.0K0.00%
TD Waterhouse Canada Inc.2,819$168.3K0.00%
Banque Transatlantique SA1,658$98.9K0.00%
LMR Partners LLP723$43.1K0.00%
Advisory Services Network, LLC213$12.7K0.00%
International Assets Investment Management, LLC92$5.49K0.00%
Whittier Trust Co90$5.38K0.00%
Bell Investment Advisors, Inc67$4.00K0.00%
Wealth Preservation Advisors, LLC61$3.64K0.00%
Mather Group, LLC.46$2.74K0.00%
Bayban44$2.62K0.00%
CVA Family Office, LLC32$1.91K0.00%
Kilter Group LLC21$1.25K0.00%
Salem Investment Counselors Inc20$1.19K0.00%
UMA Financial Services, Inc.9$5370.00%
JPL Wealth Management, LLC6$3580.00%
Vermillion Wealth Management, Inc.1$600.00%
TFC Financial Management1$600.00%
Twin Peaks Wealth Advisors, LLC1$600.00%
Hughes Financial Services, LLC1$600.00%

Sold out (74)

Institutions that held Workiva Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WK in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Nordea Investment Management AB1,290,923$110.8M
T. Rowe Price Investment Management, Inc.842,025$72.6M
Assenagon Asset Management S.A.740,102$63.8M
Jain Global LLC221,786$19.1M
Standard Life Aberdeen plc218,382$18.8M
Point72 Asset Management, L.P.216,310$18.7M
Oberweis Asset Management Inc127,500$11.0M
Panagora Asset Management Inc85,664$7.39M
California Public Employees Retirement System83,805$7.23M
Flputnam Investment Management Co81,391$7.02M
Susquehanna Portfolio Strategies, LLC71,132$6.14M
Madison Avenue Partners, LP59,946$5.17M
Bridgewater Associates, LP50,254$4.33M
Herald Investment Management Ltd50,000$4.32M
Ci Investments Inc.36,514$3.15M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main32,247$2.78M
Verition Fund Management LLC25,100$2.16M
Neo Ivy Capital Management20,328$1.75M
Cetera Investment Advisers18,776$1.62M
HRT Financial LP13,623$1.17M
CenterBook Partners LP11,953$1.03M
TD Asset Management Inc10,784$930.1K
Readystate Asset Management LP10,000$862.5K
Inceptionr LLC6,481$559.0K
Virginia Retirement Systems Et Al6,300$543.4K
PharVision Advisers, LLC5,892$508.2K
Benjamin Edwards Inc5,348$461.2K
Diversified Trust Co5,344$460.9K
Harvest Fund Management Co., Ltd3,940$431.0K
Buckingham Strategic Partners3,934$339.3K
MML Investors Services, LLC3,889$335.4K
Aigen Investment Management, LP3,869$333.7K
Truist Financial Corp3,837$330.9K
Park Avenue Securities LLC3,774$326.0K
Two Sigma Advisers, LP3,600$310.5K
Voya Financial Advisors, Inc.3,578$310.2K
Pallas Capital Advisors LLC3,509$302.7K
Mitsubishi UFJ Trust & Banking Corp3,272$282.2K
Merit Financial Group, LLC3,151$271.8K
Mackenzie Financial Corp3,151$271.3K
Two Sigma Securities, LLC3,097$267.1K
Foster Group, Inc.3,069$264.7K
Gotham Asset Management, LLC2,912$251.2K
United Bank2,639$227.6K
Quest Partners LLC2,603$224.5K
Hardy Reed LLC2,543$219.3K
Capstone Investment Advisors, LLC2,454$211.7K
Sanctuary Advisors, LLC2,432$209.8K
Susquehanna Fundamental Investments, LLC2,372$204.6K
Amalgamated Bank1,580$136.0K
Kestra Advisory Services, LLC1,078$93.0K
Quarry LP407$35.1K
Danske Bank A/S200$17.3K
Colonial Trust Co169$14.6K
Aster Capital Management (DIFC) Ltd160$13.8K
CBIZ Investment Advisory Services, LLC92$7.93K
Birchwood Financial Partners, Inc.82$7.07K
Brown Brothers Harriman & Co67$5.78K
Golden State Wealth Management, LLC44$3.79K
Cornerstone Planning Group LLC42$3.41K
Bare Financial Services, Inc29$2.50K
Simplex Trading, LLC26$2.24K
Sunbelt Securities, Inc.26$2.24K
SageView Advisory Group, LLC21$1.81K
Clearstead Advisors, LLC19$1.64K
Elyxium Wealth, LLC15$1.29K
Bogart Wealth, LLC14$1.21K
IFC & Insurance Marketing, Inc.10$1.00K
Torren Management, LLC9$776
TD Private Client Wealth LLC7$604
Advocate Investing Services LLC7$604
HFM Investment Advisors, LLC2$173
DV Trading LLC2$172
Transamerica Financial Advisors, Inc.1$86

Not filed for Q1 2026 yet (7)

Institutions that held Workiva Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc6,259,001$539.8M
Norges Bank618,845$53.4M
Comerica Bank151,317$13.1M
CIBC Private Wealth Group, LLC78,416$6.76M
CIBC World Markets Corp3,327$287.0K
GPS Wealth Strategies Group, LLC190$16.4K
Global Retirement Partners, LLC48$4.14K