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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.

Q2 2026 vs. Q1 2026

How the institutions holding Workiva Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of WK: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders3152306−7
Shares48.9M183.4K49.6M+867.3K (+1.8%)
Value$2.92B$10.9M$2.41B−$504.6M (−17.3%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Workiva Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to WK in Q2 2026
InstitutionSharesValue% of portfolio
Susquehanna Fundamental Investments, LLC207,280$10.1M0.19%
Cadian Capital Management, LP144,200$7.00M0.53%
Royce & Associates LP140,000$6.79M0.05%
HRT Financial LP109,498$5.31M0.01%
Point72 Asset Management, L.P.105,127$5.10M0.01%
Assenagon Asset Management S.A.96,074$4.66M0.01%
LGT Fund Management Co Ltd.85,800$4.16M0.17%
Voloridge Investment Management, LLC54,783$2.66M0.01%
Verition Fund Management LLC51,700$2.51M0.02%
Holocene Advisors, LP43,225$2.10M0.00%
Y-Intercept (Hong Kong) Ltd42,199$2.05M0.04%
Wellington Management Group LLP37,124$1.80M0.00%
Entropy Technologies, LP34,504$1.67M0.07%
Anson Funds Management LP23,781$1.15M0.11%
Jupiter Topco LLC21,367$1.04M0.00%
Mackenzie Financial Corp21,115$1.02M0.00%
Daiwa Securities Group Inc.19,100$926.5K0.00%
Allstate Corp16,760$813.0K0.01%
Bridgewater Associates, LP15,307$742.5K0.00%
Mitsubishi UFJ Trust & Banking Corp14,036$680.9K0.00%
Inceptionr LLC11,929$578.7K0.14%
Nordea Investment Management AB11,535$556.1K0.00%
Capstone Investment Advisors, LLC9,692$470.2K0.00%
Divisadero Street Capital Management, LP9,567$464.1K0.01%
Centiva Capital, LP7,905$383.5K0.01%
Summit Trail Advisors, LLC6,778$328.8K0.00%
Sumitomo Mitsui Trust Holdings, Inc.6,500$315.3K0.00%
Mangrove Partners5,488$266.2K0.02%
Merit Financial Group, LLC5,102$247.5K0.00%
Virginia Retirement Systems Et Al4,900$237.7K0.00%
Abel Hall, LLC4,400$213.4K0.04%
Diametric Capital, LP4,136$200.6K0.02%
Walleye Trading LLC3,922$190.3K0.00%
Nykredit A/S3,711$180.0K0.00%
New York State Teachers Retirement System3,619$176.0K0.00%
Axxion S.A.3,062$148.5K0.01%
GWM Advisors LLC2,543$123.4K0.00%
Harbor Investment Advisory, LLC827$40.1K0.00%
Clear Street Markets LLC735$35.7K0.01%
Quarry LP275$13.3K0.00%
Persistent Asset Partners Ltd229$11.1K0.00%
Group One Trading, L.P.200$9.70K0.00%
Clearstead Advisors, LLC85$4.13K0.00%
Kayne Anderson Rudnick Investment Management LLC73$3.54K0.00%
Fulcrum Asset Management LLP42$2.05K0.00%
Globeflex Capital L P41$1.99K0.00%
Bare Financial Services, Inc30$1.46K0.00%
Cornerstone Financial Management LLC21$1.02K0.00%
Steward Partners Investment Advisory, LLC18$8730.00%
Activest Wealth Management17$8250.00%
Simplex Trading, LLC15$7270.00%
Zions Bancorporation, National Association13$6310.00%
Action Point Financial Planning, LLC14$6310.00%
Silver Grove Financial Group, Inc.7$3400.00%
Creative Capital Management Investments LLC4$1940.00%
Cornerstone Planning Group LLC3$1560.00%
HFM Investment Advisors, LLC3$1460.00%
Signature Equity Partners, LLC3$1460.00%
Transamerica Financial Advisors, Inc.3$1450.00%
Global Retirement Partners, LLC2$970.00%
LRI Investments, LLC2$970.00%
DecisionPoint Financial, LLC1$510.00%
Avion Wealth10$00.00%

Sold out (70)

Institutions that held Workiva Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of WK in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Eminence Capital, LP2,519,889$150.3M
Hawk Ridge Capital Management LP1,091,582$65.1M
Goldentree Asset Management LP358,248$21.3M
Jane Street Group, LLC307,289$18.3M
Pembroke Management, LTD224,900$13.4M
Trexquant Investment LP169,574$10.1M
Cypress Point Investment Management LP102,698$6.12M
Healthcare of Ontario Pension Plan Trust Fund85,762$5.11M
EFG International AG62,055$3.70M
13D Management LLC52,000$3.10M
Jump Financial, LLC43,375$2.59M
Campbell & CO Investment Adviser LLC38,183$2.28M
Brevan Howard Capital Management LP19,399$1.16M
Highland Capital Management Fund Advisors, L.P.15,320$913.5K
HighTower Advisors, LLC15,271$910.6K
ExodusPoint Capital Management, LP13,360$796.7K
Woodline Partners LP10,723$639.4K
Aquatic Capital Management LLC9,479$565.2K
SG Americas Securities, LLC8,956$534.0K
Mirabella Financial Services LLP8,552$510.0K
Caption Management, LLC8,046$479.8K
George Kaiser Family Foundation7,956$474.4K
Trust Point Inc.7,409$441.8K
Blackstone Group Inc.6,931$413.3K
DRW Securities, LLC6,085$362.8K
Pathstone Holdings, LLC5,367$320.0K
Virtu Financial LLC4,524$270.0K
Ingalls & Snyder LLC4,366$260.0K
Everest Financial Group LLC4,182$249.4K
Atria Investments LLC4,100$244.5K
Twinbeech Capital LP4,100$244.5K
Orser Capital Management, LLC3,972$236.8K
Janney Montgomery Scott LLC3,965$236.0K
Bank of Montreal3,815$227.5K
Callan Family Office, LLC3,717$221.6K
Principal Financial Group Inc3,671$218.9K
Inlight Wealth Management, LLC3,607$215.1K
Wealth Alliance3,536$210.9K
RIA Advisory Group LLC3,440$205.1K
Mount Yale Investment Advisors, LLC3,434$204.8K
Glenmede Trust Co NA3,404$203.0K
EntryPoint Capital, LLC3,364$200.6K
Quadrant Capital Group LLC2,315$138.0K
Lazard Asset Management LLC1,911$114.0K
Banque Transatlantique SA1,658$98.9K
Caitong International Asset Management Co., Ltd800$47.7K
LMR Partners LLP723$43.1K
Global Wealth Strategies & Associates703$41.9K
Optiver Holding B.V.621$37.0K
MAI Capital Management489$29.2K
STRS Ohio400$23.9K
Bessemer Group Inc305$18.0K
Advisory Services Network, LLC213$12.7K
Eastern Bank170$10.1K
Meramec Financial Planners, LLC107$6.09K
Westside Investment Management, Inc.96$5.76K
Whittier Trust Co90$5.38K
Wealth Preservation Advisors, LLC61$3.64K
Assetmark, Inc48$2.86K
Bayban44$2.62K
Root Financial Partners, LLC43$2.56K
Elequin Capital LP21$1.25K
UMA Financial Services, Inc.9$537
JPL Wealth Management, LLC6$358
Dunhill Financial, LLC1$62
Vermillion Wealth Management, Inc.1$60
TFC Financial Management1$60
Twin Peaks Wealth Advisors, LLC1$60
Bay Harbor Wealth Management, LLC1$59
Capital Advisors, Ltd. LLC8$0

Not filed for Q2 2026 yet (2)

Institutions that held Workiva Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WK in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC173,155$10.3M
CWM, LLC10,243$610.8K