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 |
|---|---|---|---|---|---|
| US Bancorp | 3,842 | $229.1K | 0.00% | −1,970−33.9% | Reduced |
| Janney Montgomery Scott LLC | 3,965 | $236.0K | 0.00% | −12,335−75.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,962 | $236.6K | 0.00% | +373+10.4% | Added |
| Orser Capital Management, LLC | 3,972 | $236.8K | 0.16% | −43,215−91.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,082 | $243.4K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 4,100 | $244.5K | 0.00% | −320−7.2% | Reduced |
| Twinbeech Capital LP | 4,100 | $244.5K | 0.03% | +4,100 | New |
| Everest Financial Group LLC | 4,182 | $249.4K | 0.04% | 00.0% | Unchanged |
| Kings Path Partners LLC | 4,360 | $260.0K | 0.09% | +1,140+35.4% | Added |
| Ingalls & Snyder LLC | 4,366 | $260.0K | 0.01% | −40,039−90.2% | Reduced |
| Cornerstone Investment Partners, LLC | 4,407 | $262.8K | 0.01% | +4,407 | New |
| Virtu Financial LLC | 4,524 | $270.0K | 0.01% | +4,524 | New |
| Sage Rhino Capital LLC | 4,530 | $270.1K | 0.05% | +3+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,586 | $273.5K | 0.00% | −1,313−22.3% | Reduced |
| Tradition Wealth Management, LLC | 4,632 | $276.2K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 4,773 | $284.6K | 0.00% | +803+20.2% | Added |
| Qsemble Capital Management, LP | 4,911 | $292.8K | 0.02% | +4,911 | New |
| Public Employees Retirement Association of Colorado | 5,003 | $298.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,016 | $299.1K | 0.00% | −108−2.1% | Reduced |
| Pathstone Holdings, LLC | 5,367 | $320.0K | 0.00% | −3,962−42.5% | Reduced |
| Vident Advisory, LLC | 5,422 | $323.3K | 0.00% | +144+2.7% | Added |
| JustInvest LLC | 5,462 | $325.7K | 0.00% | +1,094+25.0% | Added |
| Commonwealth Equity Services, LLC | 5,477 | $326.6K | 0.00% | +404+8.0% | Added |
| Victory Capital Management Inc | 5,766 | $343.8K | 0.00% | +25+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,797 | $347.8K | 0.00% | −6,791−53.9% | Reduced |
| DRW Securities, LLC | 6,085 | $362.8K | 0.02% | +6,085 | New |
| Cerity Partners LLC | 6,213 | $370.5K | 0.00% | −19,345−75.7% | Reduced |
| Colony Group, LLC | 6,221 | $371.0K | 0.00% | −2,237−26.4% | Reduced |
| Captrust Financial Advisors | 6,393 | $381.2K | 0.00% | −3,479−35.2% | Reduced |
| Marshall Wace, LLP | 6,618 | $394.6K | 0.00% | −9,081−57.8% | Reduced |
| Legacy Bridge, LLC | 6,664 | $397.4K | 0.15% | 00.0% | Unchanged |
| Stifel Financial Corp | 6,756 | $402.9K | 0.00% | −33,880−83.4% | Reduced |
| Blackstone Group Inc. | 6,931 | $413.3K | 0.00% | +6,931 | New |
| Trust Point Inc. | 7,409 | $441.8K | 0.04% | −146−1.9% | Reduced |
| Pictet Asset Management Holding SA | 7,494 | $446.9K | 0.00% | +603+8.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $450.0K | 0.14% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,569 | $451.3K | 0.00% | +6,759+834.4% | Added |
| ProShare Advisors LLC | 7,673 | $457.5K | 0.00% | −1,760−18.7% | Reduced |
| State of Wyoming | 7,948 | $473.9K | 0.06% | +5,895+287.1% | Added |
| George Kaiser Family Foundation | 7,956 | $474.4K | 0.05% | +39+0.5% | Added |
| Caption Management, LLC | 8,046 | $479.8K | 0.02% | +8,046 | New |
| Empower Advisory Group, LLC | 8,521 | $508.1K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 8,552 | $510.0K | 0.05% | −7,676−47.3% | Reduced |
| Voya Investment Management LLC | 8,828 | $526.4K | 0.00% | −257−2.8% | Reduced |
| SG Americas Securities, LLC | 8,956 | $534.0K | 0.00% | −44,933−83.4% | Reduced |
| Empowered Funds, LLC | 9,100 | $542.6K | 0.00% | +2,325+34.3% | Added |
| Los Angeles Capital Management LLC | 9,186 | $547.8K | 0.00% | −10,291−52.8% | Reduced |
| Aquatic Capital Management LLC | 9,479 | $565.2K | 0.02% | −26,377−73.6% | Reduced |
| CWM, LLC | 10,243 | $610.8K | 0.00% | −22,528−68.7% | Reduced |
| Talbot Financial, LLC | 10,500 | $626.1K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,596 | $631.8K | 0.00% | −4,988−32.0% | Reduced |
| Woodline Partners LP | 10,723 | $639.4K | 0.00% | −538−4.8% | Reduced |
| KLP Kapitalforvaltning AS | 11,000 | $655.9K | 0.00% | +400+3.8% | Added |
| Intech Investment Management LLC | 11,275 | $672.3K | 0.01% | −6,526−36.7% | Reduced |
| Ares Systematic Credit Ltd | 11,582 | $679.9K | 0.54% | +11,582 | New |
| Quantbot Technologies LP | 11,415 | $680.7K | 0.03% | +10,962+2,419.9% | Added |
| Amundi | 11,624 | $693.1K | 0.00% | +7,097+156.8% | Added |
| Vanguard Investments Australia, Ltd. | 12,202 | $727.6K | 0.00% | +12,202 | New |
| Jacobs Levy Equity Management, Inc | 12,523 | $746.7K | 0.00% | +12,523 | New |
| Magnetar Financial LLC | 12,707 | $757.7K | 0.01% | +8,916+235.2% | Added |
| ExodusPoint Capital Management, LP | 13,360 | $796.7K | 0.01% | −137,149−91.1% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $807.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,699 | $816.9K | 0.00% | −103−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,715 | $817.8K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 13,916 | $829.8K | 0.00% | −6,559−32.0% | Reduced |
| Franklin Resources Inc | 14,295 | $852.4K | 0.00% | −702−4.7% | Reduced |
| Lavelle Capital LP | 14,805 | $882.8K | 0.55% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 15,149 | $903.3K | 0.00% | +7,127+88.8% | Added |
| Vancity Investment Management Ltd | 15,227 | $908.0K | 0.14% | +2,819+22.7% | Added |
| HighTower Advisors, LLC | 15,271 | $910.6K | 0.00% | −1,147−7.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 15,320 | $913.5K | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,329 | $914.1K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,802 | $942.3K | 0.02% | +13,170+500.4% | Added |
| Handelsbanken Fonder AB | 15,895 | $948.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,376 | $979.3K | 0.00% | +2,496+18.0% | Added |
| Avantax Planning Partners, Inc. | 16,640 | $992.2K | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,819 | $1.00M | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 16,868 | $1.01M | 0.03% | +12,327+271.5% | Added |
| Dimensional Fund Advisors LP | 17,110 | $1.02M | 0.00% | +638+3.9% | Added |
| Acadian Asset Management LLC | 19,387 | $1.15M | 0.00% | +12,699+189.9% | Added |
| Brevan Howard Capital Management LP | 19,399 | $1.16M | 0.01% | +19,399 | New |
| Dynamic Technology Lab Private Ltd | 20,050 | $1.20M | 0.20% | +15,762+367.6% | Added |
| Fox Run Management, L.L.C. | 21,157 | $1.24M | 0.22% | +18,020+574.4% | Added |
| Balyasny Asset Management LLC | 20,939 | $1.25M | 0.00% | +1,895+10.0% | Added |
| Vanguard Global Advisers, LLC | 20,979 | $1.25M | 0.00% | +20,979 | New |
| CI Private Wealth, LLC | 21,711 | $1.29M | 0.00% | +21,711 | New |
| Mariner, LLC | 21,781 | $1.30M | 0.00% | −13,541−38.3% | Reduced |
| BNP Paribas Arbitrage, SA | 22,942 | $1.37M | 0.00% | −1,713−6.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,006 | $1.37M | 0.00% | +6,013+35.4% | Added |
| Boothbay Fund Management, LLC | 23,525 | $1.40M | 0.03% | +17,268+276.0% | Added |
| Manufacturers Life Insurance Company, The | 23,961 | $1.43M | 0.00% | −434−1.8% | Reduced |
| Dark Forest Capital Management LP | 25,329 | $1.51M | 0.13% | +10,175+67.1% | Added |
| Oppenheimer Asset Management Inc. | 26,016 | $1.55M | 0.02% | −34,666−57.1% | Reduced |
| Susquehanna International Group, LLP | 26,199 | $1.56M | 0.00% | +4,944+23.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 27,266 | $1.63M | 0.43% | +30+0.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,270 | $1.63M | 0.00% | +354+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 27,487 | $1.64M | 0.09% | −210−0.8% | Reduced |
| Bridgefront Capital, LLC | 27,855 | $1.66M | 0.41% | +16,473+144.7% | Added |
| MetLife Investment Management | 28,003 | $1.67M | 0.01% | +198+0.7% | Added |
| Ieq Capital, LLC | 28,891 | $1.72M | 0.01% | −39,334−57.7% | Reduced |