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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 38,461 | $2.29M | 0.00% | +38,461 | New |
| Campbell & CO Investment Adviser LLC | 38,183 | $2.28M | 0.13% | +31,448+466.9% | Added |
| State of New Jersey Common Pension Fund D | 37,950 | $2.26M | 0.01% | +14,170+59.6% | Added |
| Algert Global LLC | 37,800 | $2.25M | 0.03% | +21,570+132.9% | Added |
| Schonfeld Strategic Advisors LLC | 37,478 | $2.23M | 0.02% | +30,551+441.0% | Added |
| Tejara Capital Ltd | 37,300 | $2.22M | 0.73% | +37,300 | New |
| Quantinno Capital Management LP | 36,925 | $2.20M | 0.00% | +28,152+320.9% | Added |
| Essex Investment Management Co LLC | 36,333 | $2.17M | 0.34% | −3,187−8.1% | Reduced |
| Resources Investment Advisors, LLC. | 36,014 | $2.15M | 0.02% | −82−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 35,543 | $2.12M | 0.12% | +6,051+20.5% | Added |
| Alamar Capital Management, LLC | 35,470 | $2.12M | 1.29% | −1,750−4.7% | Reduced |
| Raymond James Financial Inc | 32,197 | $1.92M | 0.00% | −14,087−30.4% | Reduced |
| Creative Planning | 32,005 | $1.91M | 0.00% | −438−1.4% | Reduced |
| Allianz Asset Management GmbH | 29,315 | $1.75M | 0.00% | +2,726+10.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,969 | $1.73M | 0.00% | −103,158−78.1% | Reduced |
| Ieq Capital, LLC | 28,891 | $1.72M | 0.01% | −39,334−57.7% | Reduced |
| MetLife Investment Management | 28,003 | $1.67M | 0.01% | +198+0.7% | Added |
| Bridgefront Capital, LLC | 27,855 | $1.66M | 0.41% | +16,473+144.7% | Added |
| Dorsey & Whitney Trust CO LLC | 27,487 | $1.64M | 0.09% | −210−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,270 | $1.63M | 0.00% | +354+1.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 27,266 | $1.63M | 0.43% | +30+0.1% | Added |
| Susquehanna International Group, LLP | 26,199 | $1.56M | 0.00% | +4,944+23.3% | Added |
| Oppenheimer Asset Management Inc. | 26,016 | $1.55M | 0.02% | −34,666−57.1% | Reduced |
| Dark Forest Capital Management LP | 25,329 | $1.51M | 0.13% | +10,175+67.1% | Added |
| Manufacturers Life Insurance Company, The | 23,961 | $1.43M | 0.00% | −434−1.8% | Reduced |
| Boothbay Fund Management, LLC | 23,525 | $1.40M | 0.03% | +17,268+276.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,006 | $1.37M | 0.00% | +6,013+35.4% | Added |
| BNP Paribas Arbitrage, SA | 22,942 | $1.37M | 0.00% | −1,713−6.9% | Reduced |
| Mariner, LLC | 21,781 | $1.30M | 0.00% | −13,541−38.3% | Reduced |
| CI Private Wealth, LLC | 21,711 | $1.29M | 0.00% | +21,711 | New |
| Vanguard Global Advisers, LLC | 20,979 | $1.25M | 0.00% | +20,979 | New |
| Balyasny Asset Management LLC | 20,939 | $1.25M | 0.00% | +1,895+10.0% | Added |
| Fox Run Management, L.L.C. | 21,157 | $1.24M | 0.22% | +18,020+574.4% | Added |
| Dynamic Technology Lab Private Ltd | 20,050 | $1.20M | 0.20% | +15,762+367.6% | Added |
| Brevan Howard Capital Management LP | 19,399 | $1.16M | 0.01% | +19,399 | New |
| Acadian Asset Management LLC | 19,387 | $1.15M | 0.00% | +12,699+189.9% | Added |
| Dimensional Fund Advisors LP | 17,110 | $1.02M | 0.00% | +638+3.9% | Added |
| Graham Capital Management, L.P. | 16,868 | $1.01M | 0.03% | +12,327+271.5% | Added |
| New York State Common Retirement Fund | 16,819 | $1.00M | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 16,640 | $992.2K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,376 | $979.3K | 0.00% | +2,496+18.0% | Added |
| Handelsbanken Fonder AB | 15,895 | $948.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,802 | $942.3K | 0.02% | +13,170+500.4% | Added |
| Brookstone Capital Management | 15,329 | $914.1K | 0.01% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 15,320 | $913.5K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,271 | $910.6K | 0.00% | −1,147−7.0% | Reduced |
| Vancity Investment Management Ltd | 15,227 | $908.0K | 0.14% | +2,819+22.7% | Added |
| Teacher Retirement System of Texas | 15,149 | $903.3K | 0.00% | +7,127+88.8% | Added |
| Lavelle Capital LP | 14,805 | $882.8K | 0.55% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,295 | $852.4K | 0.00% | −702−4.7% | Reduced |
| LPL Financial LLC | 13,916 | $829.8K | 0.00% | −6,559−32.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,715 | $817.8K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,699 | $816.9K | 0.00% | −103−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $807.4K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,360 | $796.7K | 0.01% | −137,149−91.1% | Reduced |
| Magnetar Financial LLC | 12,707 | $757.7K | 0.01% | +8,916+235.2% | Added |
| Jacobs Levy Equity Management, Inc | 12,523 | $746.7K | 0.00% | +12,523 | New |
| Vanguard Investments Australia, Ltd. | 12,202 | $727.6K | 0.00% | +12,202 | New |
| Amundi | 11,624 | $693.1K | 0.00% | +7,097+156.8% | Added |
| Quantbot Technologies LP | 11,415 | $680.7K | 0.03% | +10,962+2,419.9% | Added |
| Ares Systematic Credit Ltd | 11,582 | $679.9K | 0.54% | +11,582 | New |
| Intech Investment Management LLC | 11,275 | $672.3K | 0.01% | −6,526−36.7% | Reduced |
| KLP Kapitalforvaltning AS | 11,000 | $655.9K | 0.00% | +400+3.8% | Added |
| Woodline Partners LP | 10,723 | $639.4K | 0.00% | −538−4.8% | Reduced |
| Mercer Global Advisors Inc | 10,596 | $631.8K | 0.00% | −4,988−32.0% | Reduced |
| Talbot Financial, LLC | 10,500 | $626.1K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 10,243 | $610.8K | 0.00% | −22,528−68.7% | Reduced |
| Aquatic Capital Management LLC | 9,479 | $565.2K | 0.02% | −26,377−73.6% | Reduced |
| Los Angeles Capital Management LLC | 9,186 | $547.8K | 0.00% | −10,291−52.8% | Reduced |
| Empowered Funds, LLC | 9,100 | $542.6K | 0.00% | +2,325+34.3% | Added |
| SG Americas Securities, LLC | 8,956 | $534.0K | 0.00% | −44,933−83.4% | Reduced |
| Voya Investment Management LLC | 8,828 | $526.4K | 0.00% | −257−2.8% | Reduced |
| Mirabella Financial Services LLP | 8,552 | $510.0K | 0.05% | −7,676−47.3% | Reduced |
| Empower Advisory Group, LLC | 8,521 | $508.1K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 8,046 | $479.8K | 0.02% | +8,046 | New |
| George Kaiser Family Foundation | 7,956 | $474.4K | 0.05% | +39+0.5% | Added |
| State of Wyoming | 7,948 | $473.9K | 0.06% | +5,895+287.1% | Added |
| ProShare Advisors LLC | 7,673 | $457.5K | 0.00% | −1,760−18.7% | Reduced |
| Rockefeller Capital Management L.P. | 7,569 | $451.3K | 0.00% | +6,759+834.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $450.0K | 0.14% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,494 | $446.9K | 0.00% | +603+8.8% | Added |
| Trust Point Inc. | 7,409 | $441.8K | 0.04% | −146−1.9% | Reduced |
| Blackstone Group Inc. | 6,931 | $413.3K | 0.00% | +6,931 | New |
| Stifel Financial Corp | 6,756 | $402.9K | 0.00% | −33,880−83.4% | Reduced |
| Legacy Bridge, LLC | 6,664 | $397.4K | 0.15% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,618 | $394.6K | 0.00% | −9,081−57.8% | Reduced |
| Captrust Financial Advisors | 6,393 | $381.2K | 0.00% | −3,479−35.2% | Reduced |
| Colony Group, LLC | 6,221 | $371.0K | 0.00% | −2,237−26.4% | Reduced |
| Cerity Partners LLC | 6,213 | $370.5K | 0.00% | −19,345−75.7% | Reduced |
| DRW Securities, LLC | 6,085 | $362.8K | 0.02% | +6,085 | New |
| Wealth Enhancement Advisory Services, LLC | 5,797 | $347.8K | 0.00% | −6,791−53.9% | Reduced |
| Victory Capital Management Inc | 5,766 | $343.8K | 0.00% | +25+0.4% | Added |
| Commonwealth Equity Services, LLC | 5,477 | $326.6K | 0.00% | +404+8.0% | Added |
| JustInvest LLC | 5,462 | $325.7K | 0.00% | +1,094+25.0% | Added |
| Vident Advisory, LLC | 5,422 | $323.3K | 0.00% | +144+2.7% | Added |
| Pathstone Holdings, LLC | 5,367 | $320.0K | 0.00% | −3,962−42.5% | Reduced |
| Pensionmark Financial Group, LLC | 5,016 | $299.1K | 0.00% | −108−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,003 | $298.0K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,911 | $292.8K | 0.02% | +4,911 | New |
| Xponance, Inc. | 4,773 | $284.6K | 0.00% | +803+20.2% | Added |