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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $60 | 0.00% | −1−50.0% | Reduced |
| Vermillion Wealth Management, Inc. | 1 | $60 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $60 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $60 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $60 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $120 | 0.00% | −4−66.7% | Reduced |
| MV Capital Management, Inc. | 2 | $120 | 0.00% | +1+100.0% | Added |
| JPL Wealth Management, LLC | 6 | $358 | 0.00% | +6 | New |
| Keating Financial Advisory Services, Inc. | 9 | $537 | 0.00% | −14−60.9% | Reduced |
| Fortitude Family Office, LLC | 9 | $537 | 0.00% | −2−18.2% | Reduced |
| UMA Financial Services, Inc. | 9 | $537 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 10 | $597 | 0.00% | −22−68.8% | Reduced |
| Private Wealth Management Group, LLC | 10 | $597 | 0.00% | −13−56.5% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $656 | 0.00% | −11−50.0% | Reduced |
| Ancora Advisors, LLC | 20 | $1.19K | 0.00% | −9−31.0% | Reduced |
| Salem Investment Counselors Inc | 20 | $1.19K | 0.00% | +20 | New |
| Elequin Capital LP | 21 | $1.25K | 0.00% | −59−73.8% | Reduced |
| Kilter Group LLC | 21 | $1.25K | 0.00% | +21 | New |
| Godfrey Financial Associates, Inc. | 22 | $1.31K | 0.00% | +4+22.2% | Added |
| Huntington National Bank | 27 | $1.61K | 0.00% | −96−78.0% | Reduced |
| Massmutual Trust Co FSB | 30 | $1.79K | 0.00% | −4−11.8% | Reduced |
| SBI Securities Co., Ltd. | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.91K | 0.00% | +32 | New |
| Marquette Asset Management, LLC | 34 | $2.03K | 0.00% | +3+9.7% | Added |
| Root Financial Partners, LLC | 43 | $2.56K | 0.00% | −10−18.9% | Reduced |
| Bayban | 44 | $2.62K | 0.00% | +44 | New |
| Mather Group, LLC. | 46 | $2.74K | 0.00% | +46 | New |
| Assetmark, Inc | 48 | $2.86K | 0.00% | +46+2,300.0% | Added |
| First Horizon Corp | 56 | $3.34K | 0.00% | −453−89.0% | Reduced |
| Basecamp Wealth Advisors LLC | 56 | $3.34K | 0.00% | −5−8.2% | Reduced |
| Wealth Preservation Advisors, LLC | 61 | $3.64K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 67 | $4.00K | 0.00% | +67 | New |
| Financial Network Wealth Advisors LLC | 68 | $4.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $4.17K | 0.00% | −866−92.5% | Reduced |
| SRS Capital Advisors, Inc. | 86 | $5.13K | 0.00% | −4−4.4% | Reduced |
| Whittier Trust Co | 90 | $5.38K | 0.00% | +90 | New |
| International Assets Investment Management, LLC | 92 | $5.49K | 0.00% | +92 | New |
| Westside Investment Management, Inc. | 96 | $5.76K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 94 | $6.00K | 0.00% | −93−49.7% | Reduced |
| Meramec Financial Planners, LLC | 107 | $6.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 103 | $6.14K | 0.00% | +18+21.2% | Added |
| IFP Advisors, Inc | 164 | $9.78K | 0.00% | −249−60.3% | Reduced |
| Parallel Advisors, LLC | 165 | $9.84K | 0.00% | +77+87.5% | Added |
| Eastern Bank | 170 | $10.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 176 | $10.5K | 0.00% | −34−16.2% | Reduced |
| True Wealth Design, LLC | 193 | $11.5K | 0.00% | +71+58.2% | Added |
| Advisory Services Network, LLC | 213 | $12.7K | 0.00% | +213 | New |
| Larson Financial Group LLC | 220 | $13.1K | 0.00% | −3,039−93.2% | Reduced |
| Rothschild Investment LLC | 223 | $13.3K | 0.00% | +56+33.5% | Added |
| Signaturefd, LLC | 298 | $17.8K | 0.00% | −215−41.9% | Reduced |
| Bessemer Group Inc | 305 | $18.0K | 0.00% | −60−16.4% | Reduced |
| Sterling Capital Management LLC | 329 | $19.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 332 | $19.8K | 0.01% | −621−65.2% | Reduced |
| Advisor Group Holdings, Inc. | 376 | $22.4K | 0.00% | −183−32.7% | Reduced |
| STRS Ohio | 400 | $23.9K | 0.00% | −2,500−86.2% | Reduced |
| MAI Capital Management | 489 | $29.2K | 0.00% | +469+2,345.0% | Added |
| Abound Wealth Management | 500 | $29.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 509 | $30.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 564 | $33.7K | 0.00% | −105−15.7% | Reduced |
| Park Place Capital Corp | 617 | $36.8K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 621 | $37.0K | 0.00% | +509+454.5% | Added |
| Kemnay Advisory Services Inc. | 643 | $38.3K | 0.01% | −1,175−64.6% | Reduced |
| Jones Financial Companies LLLP | 669 | $38.7K | 0.00% | +74+12.4% | Added |
| Allworth Financial LP | 655 | $39.1K | 0.00% | −326−33.2% | Reduced |
| Global Wealth Strategies & Associates | 703 | $41.9K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 723 | $43.1K | 0.00% | +723 | New |
| Caitong International Asset Management Co., Ltd | 800 | $47.7K | 0.01% | −127−13.7% | Reduced |
| Nisa Investment Advisors, LLC | 814 | $48.5K | 0.00% | +33+4.2% | Added |
| Advisors Asset Management, Inc. | 839 | $50.0K | 0.00% | −15−1.8% | Reduced |
| Leonteq Securities AG | 903 | $53.8K | 0.00% | +593+191.3% | Added |
| Hilltop National Bank | 943 | $56.2K | 0.01% | −26−2.7% | Reduced |
| Smartleaf Asset Management LLC | 1,201 | $70.5K | 0.00% | −596−33.2% | Reduced |
| KBC Group NV | 1,425 | $85.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,427 | $85.1K | 0.00% | +791+124.4% | Added |
| Paladin Advisory Group, LLC | 1,570 | $93.6K | 0.07% | −287−15.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,619 | $96.5K | 0.00% | −70−4.1% | Reduced |
| Banque Transatlantique SA | 1,658 | $98.9K | 0.00% | +1,658 | New |
| Lazard Asset Management LLC | 1,911 | $114.0K | 0.00% | −1,786−48.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,984 | $118.3K | 0.00% | +1,734+693.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,149 | $128.1K | 0.00% | +143+7.1% | Added |
| State of Alaska, Department of Revenue | 2,259 | $134.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,303 | $137.3K | 0.15% | −546−19.2% | Reduced |
| Quadrant Capital Group LLC | 2,315 | $138.0K | 0.00% | +454+24.4% | Added |
| Parkside Financial Bank & Trust | 2,702 | $161.1K | 0.01% | −124−4.4% | Reduced |
| TD Waterhouse Canada Inc. | 2,819 | $168.3K | 0.00% | +2,819 | New |
| Toronto Dominion Bank | 3,186 | $190.0K | 0.00% | +3,186 | New |
| Tower Research Capital LLC (TRC) | 3,194 | $190.5K | 0.00% | +2,262+242.7% | Added |
| EntryPoint Capital, LLC | 3,364 | $200.6K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,387 | $202.0K | 0.00% | −1,568−31.6% | Reduced |
| Glenmede Trust Co NA | 3,404 | $203.0K | 0.00% | −1,100−24.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,434 | $204.8K | 0.00% | +3,434 | New |
| RIA Advisory Group LLC | 3,440 | $205.1K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 3,536 | $210.9K | 0.02% | +168+5.0% | Added |
| Inlight Wealth Management, LLC | 3,607 | $215.1K | 0.08% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,671 | $218.9K | 0.00% | +700+23.6% | Added |
| Callan Family Office, LLC | 3,717 | $221.6K | 0.01% | +201+5.7% | Added |
| Bank of Montreal | 3,815 | $227.5K | 0.00% | +108+2.9% | Added |