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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,969 | $1.73M | 0.00% | −103,158−78.1% | Reduced |
| Allianz Asset Management GmbH | 29,315 | $1.75M | 0.00% | +2,726+10.3% | Added |
| Creative Planning | 32,005 | $1.91M | 0.00% | −438−1.4% | Reduced |
| Raymond James Financial Inc | 32,197 | $1.92M | 0.00% | −14,087−30.4% | Reduced |
| Alamar Capital Management, LLC | 35,470 | $2.12M | 1.29% | −1,750−4.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 35,543 | $2.12M | 0.12% | +6,051+20.5% | Added |
| Resources Investment Advisors, LLC. | 36,014 | $2.15M | 0.02% | −82−0.2% | Reduced |
| Essex Investment Management Co LLC | 36,333 | $2.17M | 0.34% | −3,187−8.1% | Reduced |
| Quantinno Capital Management LP | 36,925 | $2.20M | 0.00% | +28,152+320.9% | Added |
| Tejara Capital Ltd | 37,300 | $2.22M | 0.73% | +37,300 | New |
| Schonfeld Strategic Advisors LLC | 37,478 | $2.23M | 0.02% | +30,551+441.0% | Added |
| Algert Global LLC | 37,800 | $2.25M | 0.03% | +21,570+132.9% | Added |
| State of New Jersey Common Pension Fund D | 37,950 | $2.26M | 0.01% | +14,170+59.6% | Added |
| Campbell & CO Investment Adviser LLC | 38,183 | $2.28M | 0.13% | +31,448+466.9% | Added |
| D. E. Shaw & Co., Inc. | 38,461 | $2.29M | 0.00% | +38,461 | New |
| Legal & General Group Plc | 41,566 | $2.48M | 0.00% | −9,522−18.6% | Reduced |
| Jump Financial, LLC | 43,375 | $2.59M | 0.04% | +43,375 | New |
| Aequim Alternative Investments LP | 44,815 | $2.67M | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 45,452 | $2.71M | 0.00% | −15,099−24.9% | Reduced |
| Vanguard Asset Management, Ltd | 46,382 | $2.77M | 0.00% | +46,382 | New |
| Barclays PLC | 47,862 | $2.85M | 0.00% | −534,724−91.8% | Reduced |
| Invesco Ltd. | 48,540 | $2.89M | 0.00% | +6,770+16.2% | Added |
| Citigroup Inc | 50,061 | $2.99M | 0.00% | +20,171+67.5% | Added |
| Occudo Quantitative Strategies LP | 57,340 | $3.07M | 0.17% | +43,806+323.7% | Added |
| 13D Management LLC | 52,000 | $3.10M | 4.81% | 00.0% | Unchanged |
| SEI Investments Co | 52,123 | $3.11M | 0.00% | −62,540−54.5% | Reduced |
| Abacus Planning Group, Inc. | 52,954 | $3.16M | 0.43% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 53,890 | $3.21M | 0.00% | −93,030−63.3% | Reduced |
| Kopp Family Office, LLC | 55,866 | $3.33M | 2.29% | 00.0% | Unchanged |
| Deutsche Bank AG | 59,053 | $3.52M | 0.00% | +4,793+8.8% | Added |
| Engineers Gate Manager LP | 59,845 | $3.57M | 0.04% | −23,588−28.3% | Reduced |
| OP Asset Management Ltd | 60,177 | $3.59M | 0.04% | +59,866+19,249.5% | Added |
| California State Teachers Retirement System | 61,566 | $3.67M | 0.00% | +14,332+30.3% | Added |
| Madison Asset Management, LLC | 61,752 | $3.68M | 0.05% | +8,614+16.2% | Added |
| Great West Life Assurance Co | 61,937 | $3.70M | 0.01% | +10,901+21.4% | Added |
| EFG International AG | 62,055 | $3.70M | 0.08% | +11,285+22.2% | Added |
| Rhumbline Advisers | 66,816 | $3.98M | 0.00% | +1,061+1.6% | Added |
| Harbor Capital Advisors, Inc. | 71,652 | $4.27M | 0.35% | +17,892+33.3% | Added |
| State of Wisconsin Investment Board | 79,806 | $4.76M | 0.01% | −27,601−25.7% | Reduced |
| Nicholas Company, Inc. | 80,529 | $4.80M | 0.09% | −387−0.5% | Reduced |
| CIBC Bancorp USA Inc. | 80,719 | $4.81M | 0.01% | +80,719 | New |
| Prudential Financial Inc | 80,850 | $4.82M | 0.01% | −16,620−17.1% | Reduced |
| King Luther Capital Management Corp | 83,561 | $4.98M | 0.02% | +3,478+4.3% | Added |
| Alliancebernstein L.P. | 59,279 | $5.11M | 0.00% | +1,220+2.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 85,762 | $5.11M | 0.01% | +85,762 | New |
| Jefferies Financial Group Inc. | 86,500 | $5.16M | 0.06% | −214,219−71.2% | Reduced |
| Man Group plc | 90,607 | $5.40M | 0.01% | +90,607 | New |
| Summit Creek Advisors LLC | 91,169 | $5.44M | 1.12% | −14,331−13.6% | Reduced |
| Siren, L.L.C. | 92,500 | $5.52M | 0.15% | +13,377+16.9% | Added |
| Mutual of America Capital Management LLC | 95,921 | $5.72M | 0.07% | −247−0.3% | Reduced |
| Swiss National Bank | 98,521 | $5.87M | 0.00% | +800+0.8% | Added |
| Cypress Point Investment Management LP | 102,698 | $6.12M | 1.44% | +102,698 | New |
| Russell Investments Group, Ltd. | 114,759 | $6.84M | 0.01% | +6,023+5.5% | Added |
| Fifth Third Bancorp | 117,295 | $6.99M | 0.01% | +116,179+10,410.3% | Added |
| Federated Hermes, Inc. | 120,211 | $7.17M | 0.01% | +88,487+278.9% | Added |
| Millennium Management LLC | 127,380 | $7.60M | 0.01% | +50,628+66.0% | Added |
| UBS Asset Management Americas Inc | 127,439 | $7.60M | 0.00% | +1,750+1.4% | Added |
| Canada Pension Plan Investment Board | 133,600 | $7.97M | 0.01% | −1,900−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 134,977 | $8.05M | 0.01% | +131,060+3,345.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 135,843 | $8.10M | 0.02% | +3,431+2.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 138,514 | $8.26M | 0.01% | −11,271−7.5% | Reduced |
| Brown Capital Management LLC | 148,997 | $8.88M | 1.26% | −59,497−28.5% | Reduced |
| Praesidium Investment Management Company, LLC | 150,409 | $8.97M | 2.14% | +9,982+7.1% | Added |
| Private Wealth Asset Management, LLC | 158,000 | $9.42M | 1.01% | −17,100−9.8% | Reduced |
| Impax Asset Management Group plc | 162,086 | $9.67M | 0.07% | +26,000+19.1% | Added |
| Trexquant Investment LP | 169,574 | $10.1M | 0.07% | +52,435+44.8% | Added |
| Janus Henderson Group PLC | 173,155 | $10.3M | 0.00% | −52,020−23.1% | Reduced |
| Tudor Investment Corp Et Al | 179,581 | $10.7M | 0.06% | +167,155+1,345.2% | Added |
| JPMorgan Chase & Co | 191,022 | $11.2M | 0.00% | +78,118+69.2% | Added |
| Renaissance Technologies LLC | 209,140 | $12.5M | 0.02% | −69,900−25.1% | Reduced |
| Royal Bank of Canada | 223,336 | $13.3M | 0.00% | −73,972−24.9% | Reduced |
| Pembroke Management, LTD | 224,900 | $13.4M | 1.94% | −249,456−52.6% | Reduced |
| Bank of New York Mellon Corp | 227,426 | $13.6M | 0.00% | −5,367−2.3% | Reduced |
| Two Sigma Investments, LP | 238,441 | $14.2M | 0.01% | +215,240+927.7% | Added |
| Polygon Management Ltd. | 250,000 | $14.9M | 2.93% | +100,000+66.7% | Added |
| Lakehouse Capital Pty Ltd | 184,108 | $16.0M | 10.81% | +32,115+21.1% | Added |
| Ameriprise Financial Inc | 273,687 | $16.3M | 0.00% | −48,084−14.9% | Reduced |
| Morgan Stanley | 302,275 | $18.0M | 0.00% | −963,418−76.1% | Reduced |
| Jane Street Group, LLC | 307,289 | $18.3M | 0.02% | +112,758+58.0% | Added |
| AQR Capital Management LLC | 336,293 | $20.1M | 0.01% | −186,011−35.6% | Reduced |
| Ranger Investment Management, L.P. | 342,185 | $20.4M | 1.48% | +35,329+11.5% | Added |
| Goldentree Asset Management LP | 358,248 | $21.3M | 1.26% | +358,248 | New |
| Vanguard Fiduciary Trust Co | 360,522 | $21.5M | 0.01% | +360,522 | New |
| Qube Research & Technologies Ltd | 363,333 | $21.7M | 0.03% | +275,602+314.1% | Added |
| Bank of America Corp | 394,941 | $23.6M | 0.00% | −6,939−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 427,159 | $25.5M | 0.00% | −4,398−1.0% | Reduced |
| TimesSquare Capital Management, LLC | 446,365 | $26.6M | 0.45% | −56,038−11.2% | Reduced |
| Northern Trust Corp | 482,556 | $28.8M | 0.00% | −21,454−4.3% | Reduced |
| Nuveen, LLC | 487,928 | $29.1M | 0.01% | −12,057−2.4% | Reduced |
| Loomis Sayles & Co L P | 514,936 | $30.7M | 0.04% | +61,485+13.6% | Added |
| Price T Rowe Associates Inc | 539,042 | $32.1M | 0.00% | −508,851−48.6% | Reduced |
| Irenic Capital Management LP | 552,010 | $32.9M | 2.99% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 592,004 | $35.3M | 0.08% | +540,012+1,038.6% | Added |
| Riverbridge Partners LLC | 651,243 | $38.8M | 0.95% | −502,184−43.5% | Reduced |
| Nomura Asset Management International Inc. | 656,603 | $39.2M | 0.07% | −80,196−10.9% | Reduced |
| Citadel Advisors LLC | 692,255 | $41.3M | 0.03% | +296,026+74.7% | Added |
| Mairs & Power Inc | 715,640 | $42.7M | 0.44% | −12,354−1.7% | Reduced |
| Conestoga Capital Advisors, LLC | 754,553 | $45.0M | 0.90% | −328,690−30.3% | Reduced |
| Goldman Sachs Group Inc | 811,530 | $48.4M | 0.01% | +511,626+170.6% | Added |
| First Trust Advisors LP | 862,936 | $51.5M | 0.04% | +121,643+16.4% | Added |