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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 922,167 | $55.0M | 0.19% | +28,308+3.2% | Added |
| Topline Capital Management, LLC | 1,050,090 | $62.6M | 10.35% | +761,840+264.3% | Added |
| Hawk Ridge Capital Management LP | 1,091,582 | $65.1M | 2.37% | +1,091,582 | New |
| Arrowstreet Capital, Limited Partnership | 1,109,646 | $66.2M | 0.04% | +520,839+88.5% | Added |
| UBS Group AG | 1,127,988 | $67.3M | 0.01% | −1,076,804−48.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,221,561 | $72.8M | 1.05% | +280,206+29.8% | Added |
| Geode Capital Management, LLC | 1,227,309 | $73.2M | 0.00% | +35,160+2.9% | Added |
| State Street Corp | 1,275,923 | $76.1M | 0.00% | +36,404+2.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,679,788 | $100.2M | 0.31% | +509,628+43.6% | Added |
| FMR LLC | 1,785,723 | $106.5M | 0.01% | +396,238+28.5% | Added |
| Vanguard Capital Management LLC | 2,256,903 | $134.6M | 0.00% | +2,256,903 | New |
| Jericho Capital Asset Management L.P. | 2,465,745 | $147.0M | 2.17% | +2,465,745 | New |
| Eminence Capital, LP | 2,519,889 | $150.3M | 3.45% | −1,186,263−32.0% | Reduced |
| Vanguard Portfolio Management LLC | 3,955,667 | $235.9M | 0.01% | +3,955,667 | New |
| BlackRock, Inc. | 4,637,070 | $276.5M | 0.00% | +192,806+4.3% | Added |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −1,290,923−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −842,025−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −740,102−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −221,786−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −218,382−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −216,310−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −127,500−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −85,664−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −83,805−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −81,391−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −71,132−100.0% | Sold out |
| Madison Avenue Partners, LP | 0 | $0 | 0.00% | −59,946−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −50,254−100.0% | Sold out |
| Herald Investment Management Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −36,514−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −32,247−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −20,328−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −18,776−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,623−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −11,953−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,784−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,481−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −5,892−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,344−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,934−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −3,272−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| Foster Group, Inc. | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,912−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Birchwood Financial Partners, Inc. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Advocate Investing Services LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| GPS Wealth Strategies Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |