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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 4,632 | $276.2K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,586 | $273.5K | 0.00% | −1,313−22.3% | Reduced |
| Sage Rhino Capital LLC | 4,530 | $270.1K | 0.05% | +3+0.1% | Added |
| Virtu Financial LLC | 4,524 | $270.0K | 0.01% | +4,524 | New |
| Cornerstone Investment Partners, LLC | 4,407 | $262.8K | 0.01% | +4,407 | New |
| Ingalls & Snyder LLC | 4,366 | $260.0K | 0.01% | −40,039−90.2% | Reduced |
| Kings Path Partners LLC | 4,360 | $260.0K | 0.09% | +1,140+35.4% | Added |
| Everest Financial Group LLC | 4,182 | $249.4K | 0.04% | 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 |
| Ameritas Investment Partners, Inc. | 4,082 | $243.4K | 0.01% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 3,972 | $236.8K | 0.16% | −43,215−91.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,962 | $236.6K | 0.00% | +373+10.4% | Added |
| Janney Montgomery Scott LLC | 3,965 | $236.0K | 0.00% | −12,335−75.7% | Reduced |
| US Bancorp | 3,842 | $229.1K | 0.00% | −1,970−33.9% | Reduced |
| Bank of Montreal | 3,815 | $227.5K | 0.00% | +108+2.9% | Added |
| Callan Family Office, LLC | 3,717 | $221.6K | 0.01% | +201+5.7% | Added |
| Principal Financial Group Inc | 3,671 | $218.9K | 0.00% | +700+23.6% | Added |
| Inlight Wealth Management, LLC | 3,607 | $215.1K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance | 3,536 | $210.9K | 0.02% | +168+5.0% | Added |
| RIA Advisory Group LLC | 3,440 | $205.1K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,434 | $204.8K | 0.00% | +3,434 | New |
| Glenmede Trust Co NA | 3,404 | $203.0K | 0.00% | −1,100−24.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,387 | $202.0K | 0.00% | −1,568−31.6% | Reduced |
| EntryPoint Capital, LLC | 3,364 | $200.6K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,194 | $190.5K | 0.00% | +2,262+242.7% | Added |
| Toronto Dominion Bank | 3,186 | $190.0K | 0.00% | +3,186 | New |
| TD Waterhouse Canada Inc. | 2,819 | $168.3K | 0.00% | +2,819 | New |
| Parkside Financial Bank & Trust | 2,702 | $161.1K | 0.01% | −124−4.4% | Reduced |
| Quadrant Capital Group LLC | 2,315 | $138.0K | 0.00% | +454+24.4% | Added |
| Bayforest Capital Ltd | 2,303 | $137.3K | 0.15% | −546−19.2% | Reduced |
| State of Alaska, Department of Revenue | 2,259 | $134.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,149 | $128.1K | 0.00% | +143+7.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,984 | $118.3K | 0.00% | +1,734+693.6% | Added |
| Lazard Asset Management LLC | 1,911 | $114.0K | 0.00% | −1,786−48.3% | Reduced |
| Banque Transatlantique SA | 1,658 | $98.9K | 0.00% | +1,658 | New |
| Northwestern Mutual Wealth Management Co | 1,619 | $96.5K | 0.00% | −70−4.1% | Reduced |
| Paladin Advisory Group, LLC | 1,570 | $93.6K | 0.07% | −287−15.5% | Reduced |
| GAMMA Investing LLC | 1,427 | $85.1K | 0.00% | +791+124.4% | Added |
| KBC Group NV | 1,425 | $85.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,201 | $70.5K | 0.00% | −596−33.2% | Reduced |
| Hilltop National Bank | 943 | $56.2K | 0.01% | −26−2.7% | Reduced |
| Leonteq Securities AG | 903 | $53.8K | 0.00% | +593+191.3% | Added |
| Advisors Asset Management, Inc. | 839 | $50.0K | 0.00% | −15−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 814 | $48.5K | 0.00% | +33+4.2% | Added |
| Caitong International Asset Management Co., Ltd | 800 | $47.7K | 0.01% | −127−13.7% | Reduced |
| LMR Partners LLP | 723 | $43.1K | 0.00% | +723 | New |
| Global Wealth Strategies & Associates | 703 | $41.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 655 | $39.1K | 0.00% | −326−33.2% | Reduced |
| Jones Financial Companies LLLP | 669 | $38.7K | 0.00% | +74+12.4% | Added |
| Kemnay Advisory Services Inc. | 643 | $38.3K | 0.01% | −1,175−64.6% | Reduced |
| Optiver Holding B.V. | 621 | $37.0K | 0.00% | +509+454.5% | Added |
| Park Place Capital Corp | 617 | $36.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 564 | $33.7K | 0.00% | −105−15.7% | Reduced |
| Harbour Investments, Inc. | 509 | $30.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 500 | $29.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 489 | $29.2K | 0.00% | +469+2,345.0% | Added |
| STRS Ohio | 400 | $23.9K | 0.00% | −2,500−86.2% | Reduced |
| Advisor Group Holdings, Inc. | 376 | $22.4K | 0.00% | −183−32.7% | Reduced |
| Essential Partners LLC | 332 | $19.8K | 0.01% | −621−65.2% | Reduced |
| Sterling Capital Management LLC | 329 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 305 | $18.0K | 0.00% | −60−16.4% | Reduced |
| Signaturefd, LLC | 298 | $17.8K | 0.00% | −215−41.9% | Reduced |
| Rothschild Investment LLC | 223 | $13.3K | 0.00% | +56+33.5% | Added |
| Larson Financial Group LLC | 220 | $13.1K | 0.00% | −3,039−93.2% | Reduced |
| Advisory Services Network, LLC | 213 | $12.7K | 0.00% | +213 | New |
| True Wealth Design, LLC | 193 | $11.5K | 0.00% | +71+58.2% | Added |
| Versant Capital Management, Inc | 176 | $10.5K | 0.00% | −34−16.2% | Reduced |
| Eastern Bank | 170 | $10.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 165 | $9.84K | 0.00% | +77+87.5% | Added |
| IFP Advisors, Inc | 164 | $9.78K | 0.00% | −249−60.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 103 | $6.14K | 0.00% | +18+21.2% | Added |
| Meramec Financial Planners, LLC | 107 | $6.09K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 94 | $6.00K | 0.00% | −93−49.7% | Reduced |
| Westside Investment Management, Inc. | 96 | $5.76K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 92 | $5.49K | 0.00% | +92 | New |
| Whittier Trust Co | 90 | $5.38K | 0.00% | +90 | New |
| SRS Capital Advisors, Inc. | 86 | $5.13K | 0.00% | −4−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 70 | $4.17K | 0.00% | −866−92.5% | Reduced |
| Financial Network Wealth Advisors LLC | 68 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $4.00K | 0.00% | +67 | New |
| Wealth Preservation Advisors, LLC | 61 | $3.64K | 0.00% | +61 | New |
| 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 |
| Assetmark, Inc | 48 | $2.86K | 0.00% | +46+2,300.0% | Added |
| Mather Group, LLC. | 46 | $2.74K | 0.00% | +46 | New |
| Bayban | 44 | $2.62K | 0.00% | +44 | New |
| Root Financial Partners, LLC | 43 | $2.56K | 0.00% | −10−18.9% | Reduced |
| Marquette Asset Management, LLC | 34 | $2.03K | 0.00% | +3+9.7% | Added |
| CVA Family Office, LLC | 32 | $1.91K | 0.00% | +32 | New |
| SBI Securities Co., Ltd. | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.79K | 0.00% | −4−11.8% | Reduced |
| Huntington National Bank | 27 | $1.61K | 0.00% | −96−78.0% | Reduced |
| Godfrey Financial Associates, Inc. | 22 | $1.31K | 0.00% | +4+22.2% | Added |
| Kilter Group LLC | 21 | $1.25K | 0.00% | +21 | New |
| Elequin Capital LP | 21 | $1.25K | 0.00% | −59−73.8% | Reduced |
| Ancora Advisors, LLC | 20 | $1.19K | 0.00% | −9−31.0% | Reduced |
| Salem Investment Counselors Inc | 20 | $1.19K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 11 | $656 | 0.00% | −11−50.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $597 | 0.00% | −22−68.8% | Reduced |