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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.

13F holders, Q2 2026

Institutional positions in Workiva Inc as of Jun 30, 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
306
−7 vs. Q1 2026
Shares held
49.6M
+867.3K (+1.8%) vs. Q1 2026
Total value
$2.41B
−$504.6M (−17.3%) vs. Q1 2026
New holders
63
120 more added
Sold out
70
88 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 306 institutions
Q1 2021: 238 institutionsQ2 2021: 250 institutionsQ3 2021: 283 institutionsQ4 2021: 319 institutionsQ1 2022: 287 institutionsQ2 2022: 252 institutionsQ3 2022: 262 institutionsQ4 2022: 271 institutionsQ1 2023: 311 institutionsQ2 2023: 306 institutionsQ3 2023: 333 institutionsQ4 2023: 325 institutionsQ1 2024: 302 institutionsQ2 2024: 300 institutionsQ3 2024: 295 institutionsQ4 2024: 316 institutionsQ1 2025: 330 institutionsQ2 2025: 313 institutionsQ3 2025: 314 institutionsQ4 2025: 348 institutionsQ1 2026: 315 institutionsQ2 2026: 306 institutions
Value heldQ2 2026: $2.41B
Q1 2021: $3.27BQ2 2021: $4.33BQ3 2021: $5.86BQ4 2021: $5.52BQ1 2022: $5.23BQ2 2022: $2.92BQ3 2022: $3.41BQ4 2022: $3.75BQ1 2023: $4.61BQ2 2023: $4.62BQ3 2023: $4.69BQ4 2023: $4.81BQ1 2024: $4.03BQ2 2024: $3.42BQ3 2024: $3.64BQ4 2024: $5.17BQ1 2025: $3.59BQ2 2025: $3.17BQ3 2025: $4.16BQ4 2025: $4.32BQ1 2026: $2.92BQ2 2026: $2.41B
Institutions holding WK and their total value by quarter
QuarterHoldersValue
Q2 2026306$2.41B
Q1 2026315$2.92B
Q4 2025348$4.32B
Q3 2025314$4.16B
Q2 2025313$3.17B
Q1 2025330$3.59B
Q4 2024316$5.17B
Q3 2024295$3.64B
Q2 2024300$3.42B
Q1 2024302$4.03B
Q4 2023325$4.81B
Q3 2023333$4.69B
Q2 2023306$4.62B
Q1 2023311$4.61B
Q4 2022271$3.75B
Q3 2022262$3.41B
Q2 2022252$2.92B
Q1 2022287$5.23B
Q4 2021319$5.52B
Q3 2021283$5.86B
Q2 2021250$4.33B
Q1 2021238$3.27B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2026.

Institutions holding WK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth10$00.00%+10New
DecisionPoint Financial, LLC1$510.00%+1New
Global Retirement Partners, LLC2$970.00%+2New
LRI Investments, LLC2$970.00%+2New
Transamerica Financial Advisors, Inc.3$1450.00%+3New
Hughes Financial Services, LLC3$1460.00%+2+200.0%Added
HFM Investment Advisors, LLC3$1460.00%+3New
Signature Equity Partners, LLC3$1460.00%+3New
Cornerstone Planning Group LLC3$1560.00%+3New
CVA Family Office, LLC4$1940.00%−28−87.5%Reduced
Creative Capital Management Investments LLC4$1940.00%+4New
JFS Wealth Advisors, LLC5$2430.00%−6−54.5%Reduced
Fortitude Family Office, LLC5$2430.00%−4−44.4%Reduced
DiNuzzo Private Wealth, Inc.5$2430.00%+3+150.0%Added
Keating Financial Advisory Services, Inc.6$2910.00%−3−33.3%Reduced
Silver Grove Financial Group, Inc.7$3400.00%+7New
Basecamp Wealth Advisors LLC11$5340.00%−45−80.4%Reduced
Zions Bancorporation, National Association13$6310.00%+13New
Action Point Financial Planning, LLC14$6310.00%+14New
Simplex Trading, LLC15$7270.00%+15New
Activest Wealth Management17$8250.00%+17New
Steward Partners Investment Advisory, LLC18$8730.00%+18New
Kilter Group LLC18$8740.00%−3−14.3%Reduced
Ancora Advisors, LLC20$9700.00%00.0%Unchanged
Salem Investment Counselors Inc20$9710.00%00.0%Unchanged
SBI Securities Co., Ltd.21$1.02K0.00%−10−32.3%Reduced
Rialto Wealth Management, LLC21$1.02K0.00%+20+2,000.0%Added
Cornerstone Financial Management LLC21$1.02K0.00%+21New
Godfrey Financial Associates, Inc.22$1.07K0.00%00.0%Unchanged
Marquette Asset Management, LLC24$1.17K0.00%−10−29.4%Reduced
Toronto Dominion Bank25$1.21K0.00%−3,161−99.2%Reduced
Bare Financial Services, Inc30$1.46K0.00%+30New
Massmutual Trust Co FSB34$1.65K0.00%+4+13.3%Added
MV Capital Management, Inc.37$1.79K0.00%+35+1,750.0%Added
Signaturefd, LLC38$1.84K0.00%−260−87.2%Reduced
Globeflex Capital L P41$1.99K0.00%+41New
Fulcrum Asset Management LLP42$2.05K0.00%+42New
Mather Group, LLC.46$2.23K0.00%00.0%Unchanged
First Horizon Corp56$2.72K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC68$3.30K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC73$3.54K0.00%+73New
Clearstead Advisors, LLC85$4.13K0.00%+85New
Bell Investment Advisors, Inc87$4.22K0.00%+20+29.9%Added
International Assets Investment Management, LLC100$5.08K0.00%+8+8.7%Added
Kemnay Advisory Services Inc.130$6.31K0.00%−513−79.8%Reduced
Private Wealth Management Group, LLC135$6.55K0.00%+125+1,250.0%Added
Pinnacle Wealth Planning Services, Inc.149$7.23K0.00%+46+44.7%Added
SJS Investment Consulting Inc.152$7.37K0.00%+142+1,420.0%Added
Rothschild Investment LLC177$8.59K0.00%−46−20.6%Reduced
Sterling Capital Management LLC183$8.88K0.00%−146−44.4%Reduced
Group One Trading, L.P.200$9.70K0.00%+200New
IFP Advisors, Inc216$10.5K0.00%+52+31.7%Added
Persistent Asset Partners Ltd229$11.1K0.00%+229New
Parallel Advisors, LLC234$11.4K0.00%+69+41.8%Added
Larson Financial Group LLC235$11.4K0.00%+15+6.8%Added
Covestor Ltd245$12.0K0.01%+151+160.6%Added
Huntington National Bank268$13.0K0.00%+241+892.6%Added
Quarry LP275$13.3K0.00%+275New
Nisa Investment Advisors, LLC313$15.2K0.00%−501−61.5%Reduced
True Wealth Design, LLC327$15.9K0.00%+134+69.4%Added
Advisor Group Holdings, Inc.367$17.8K0.00%−9−2.4%Reduced
Essential Partners LLC453$22.0K0.01%+121+36.4%Added
Abound Wealth Management500$24.3K0.00%00.0%Unchanged
Harbour Investments, Inc.509$24.7K0.00%00.0%Unchanged
Farther Finance Advisors, LLC509$24.7K0.00%−55−9.8%Reduced
Versant Capital Management, Inc532$25.8K0.00%+356+202.3%Added
EverSource Wealth Advisors, LLC563$27.3K0.00%+493+704.3%Added
Park Place Capital Corp617$29.9K0.00%00.0%Unchanged
Essex Investment Management Co LLC728$35.3K0.00%−35,605−98.0%Reduced
Clear Street Markets LLC735$35.7K0.01%+735New
Advisors Asset Management, Inc.793$38.5K0.00%−46−5.5%Reduced
Hilltop National Bank801$38.9K0.01%−142−15.1%Reduced
Harbor Investment Advisory, LLC827$40.1K0.00%+827New
Jones Financial Companies LLLP921$45.2K0.00%+252+37.7%Added
Quantbot Technologies LP1,101$53.4K0.00%−10,314−90.4%Reduced
Smartleaf Asset Management LLC1,201$58.6K0.00%00.0%Unchanged
Allworth Financial LP1,251$60.7K0.00%+596+91.0%Added
Tower Research Capital LLC (TRC)1,329$64.5K0.00%−1,865−58.4%Reduced
KBC Group NV1,425$69.0K0.00%00.0%Unchanged
GAMMA Investing LLC1,516$73.5K0.00%+89+6.2%Added
Paladin Advisory Group, LLC1,570$76.2K0.05%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,619$78.5K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,719$83.4K0.00%−1,668−49.2%Reduced
Leonteq Securities AG1,891$91.7K0.01%+988+109.4%Added
State of Alaska, Department of Revenue2,259$109.0K0.00%00.0%Unchanged
GWM Advisors LLC2,543$123.4K0.00%+2,543New
Parkside Financial Bank & Trust2,614$126.8K0.01%−88−3.3%Reduced
US Bancorp2,640$128.1K0.00%−1,202−31.3%Reduced
Federation des caisses Desjardins du Quebec2,810$136.3K0.00%+826+41.6%Added
TD Waterhouse Canada Inc.2,819$143.2K0.00%00.0%Unchanged
Axxion S.A.3,062$148.5K0.01%+3,062New
Bayforest Capital Ltd3,070$148.9K0.14%+767+33.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.3,291$159.6K0.00%+1,142+53.1%Added
New York State Teachers Retirement System3,619$176.0K0.00%+3,619New
Nykredit A/S3,711$180.0K0.00%+3,711New
Walleye Trading LLC3,922$190.3K0.00%+3,922New
Ensign Peak Advisors, Inc4,117$199.7K0.00%−130,860−96.9%Reduced
Qsemble Capital Management, LP4,123$200.0K0.03%−788−16.0%Reduced
Diametric Capital, LP4,136$200.6K0.02%+4,136New
Cornerstone Investment Partners, LLC4,203$203.9K0.01%−204−4.6%Reduced