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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Workiva Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kings Path Partners LLC | 4,360 | $211.5K | 0.06% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,400 | $213.4K | 0.04% | +4,400 | New |
| Sage Rhino Capital LLC | 4,504 | $218.5K | 0.04% | −26−0.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 4,513 | $218.9K | 0.05% | −22,753−83.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,366 | $221.7K | 0.00% | +404+10.2% | Added |
| Tradition Wealth Management, LLC | 4,632 | $224.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,725 | $229.2K | 0.01% | +643+15.8% | Added |
| Virginia Retirement Systems Et Al | 4,900 | $237.7K | 0.00% | +4,900 | New |
| Public Employees Retirement Association of Colorado | 5,003 | $243.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,102 | $247.5K | 0.00% | +5,102 | New |
| Xponance, Inc. | 5,195 | $252.0K | 0.00% | +422+8.8% | Added |
| SRS Capital Advisors, Inc. | 5,246 | $254.5K | 0.00% | +5,160+6,000.0% | Added |
| Commonwealth Equity Services, LLC | 5,385 | $261.2K | 0.00% | −92−1.7% | Reduced |
| Mangrove Partners | 5,488 | $266.2K | 0.02% | +5,488 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,632 | $273.2K | 0.00% | −21,638−79.3% | Reduced |
| Pensionmark Financial Group, LLC | 5,013 | $298.9K | 0.00% | −3−0.1% | Reduced |
| Vident Advisory, LLC | 6,230 | $302.2K | 0.00% | +808+14.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,500 | $315.3K | 0.00% | +6,500 | New |
| Legacy Bridge, LLC | 6,664 | $323.3K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,778 | $328.8K | 0.00% | +6,778 | New |
| State of Wyoming | 6,841 | $331.9K | 0.03% | −1,107−13.9% | Reduced |
| Pictet Asset Management Holding SA | 7,494 | $363.5K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 7,506 | $364.1K | 0.00% | +1,285+20.7% | Added |
| Investor's Fiduciary Advisor Network, LLC | 7,560 | $366.0K | 0.12% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,615 | $369.4K | 0.06% | −13,542−64.0% | Reduced |
| ProShare Advisors LLC | 7,650 | $371.1K | 0.00% | −23−0.3% | Reduced |
| Centiva Capital, LP | 7,905 | $383.5K | 0.01% | +7,905 | New |
| Rockefeller Capital Management L.P. | 7,928 | $384.6K | 0.00% | +359+4.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,263 | $400.8K | 0.00% | +3,677+80.2% | Added |
| Stifel Financial Corp | 8,462 | $410.5K | 0.00% | +1,706+25.3% | Added |
| JustInvest LLC | 8,471 | $410.9K | 0.00% | +3,009+55.1% | Added |
| Empower Advisory Group, LLC | 8,490 | $411.9K | 0.00% | −31−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 9,120 | $442.4K | 0.02% | −48,220−84.1% | Reduced |
| Divisadero Street Capital Management, LP | 9,567 | $464.1K | 0.01% | +9,567 | New |
| Capstone Investment Advisors, LLC | 9,692 | $470.2K | 0.00% | +9,692 | New |
| Voya Investment Management LLC | 9,953 | $482.8K | 0.00% | +1,125+12.7% | Added |
| Talbot Financial, LLC | 10,500 | $509.4K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,664 | $517.3K | 0.01% | −12,861−54.7% | Reduced |
| Bridgefront Capital, LLC | 10,902 | $528.9K | 0.14% | −16,953−60.9% | Reduced |
| KLP Kapitalforvaltning AS | 11,000 | $533.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,355 | $550.8K | 0.00% | +4,962+77.6% | Added |
| Nordea Investment Management AB | 11,535 | $556.1K | 0.00% | +11,535 | New |
| Inceptionr LLC | 11,929 | $578.7K | 0.14% | +11,929 | New |
| Vanguard Investments Australia, Ltd. | 12,202 | $591.9K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,362 | $599.7K | 0.01% | +1,087+9.6% | Added |
| Magnetar Financial LLC | 13,069 | $634.0K | 0.01% | +362+2.8% | Added |
| Nomura Asset Management International Inc. | 13,415 | $651.0K | 0.00% | −643,188−98.0% | Reduced |
| State Board of Administration of Florida Retirement System | 13,540 | $656.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,798 | $669.3K | 0.00% | −118−0.8% | Reduced |
| Arizona State Retirement System | 13,953 | $676.9K | 0.00% | +254+1.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 14,036 | $680.9K | 0.00% | +14,036 | New |
| Tudor Investment Corp Et Al | 14,708 | $713.5K | 0.00% | −164,873−91.8% | Reduced |
| Lavelle Capital LP | 14,805 | $718.2K | 0.37% | 00.0% | Unchanged |
| Empowered Funds, LLC | 15,166 | $735.7K | 0.00% | +6,066+66.7% | Added |
| Bridgewater Associates, LP | 15,307 | $742.5K | 0.00% | +15,307 | New |
| Dimensional Fund Advisors LP | 15,320 | $743.2K | 0.00% | −1,790−10.5% | Reduced |
| Brookstone Capital Management | 15,329 | $743.6K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,354 | $744.8K | 0.01% | +1,639+12.0% | Added |
| Amundi | 15,453 | $749.6K | 0.00% | +3,829+32.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,815 | $772.9K | 0.00% | +9,018+155.6% | Added |
| Handelsbanken Fonder AB | 16,095 | $781.0K | 0.00% | +200+1.3% | Added |
| Avantax Planning Partners, Inc. | 16,640 | $807.2K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 16,760 | $813.0K | 0.01% | +16,760 | New |
| Schonfeld Strategic Advisors LLC | 17,814 | $864.2K | 0.00% | −19,664−52.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,913 | $917.0K | 0.20% | −1,137−5.7% | Reduced |
| New York State Common Retirement Fund | 19,019 | $922.6K | 0.00% | +2,200+13.1% | Added |
| Ares Systematic Credit Ltd | 19,062 | $924.7K | 0.56% | +7,480+64.6% | Added |
| Daiwa Securities Group Inc. | 19,100 | $926.5K | 0.00% | +19,100 | New |
| Mercer Global Advisors Inc | 19,219 | $932.3K | 0.00% | +8,623+81.4% | Added |
| Vancity Investment Management Ltd | 20,149 | $977.0K | 0.15% | +4,922+32.3% | Added |
| Vanguard Global Advisers, LLC | 20,881 | $1.01M | 0.00% | −98−0.5% | Reduced |
| Mackenzie Financial Corp | 21,115 | $1.02M | 0.00% | +21,115 | New |
| Creative Planning | 21,237 | $1.03M | 0.00% | −10,768−33.6% | Reduced |
| Jupiter Topco LLC | 21,367 | $1.04M | 0.00% | +21,367 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,006 | $1.12M | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 23,260 | $1.13M | 0.05% | −4,227−15.4% | Reduced |
| State of New Jersey Common Pension Fund D | 23,331 | $1.13M | 0.00% | −14,619−38.5% | Reduced |
| Franklin Resources Inc | 23,700 | $1.15M | 0.00% | +9,405+65.8% | Added |
| Anson Funds Management LP | 23,781 | $1.15M | 0.11% | +23,781 | New |
| Oppenheimer Asset Management Inc. | 24,044 | $1.17M | 0.01% | −1,972−7.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,290 | $1.18M | 0.00% | −4,679−16.2% | Reduced |
| Teacher Retirement System of Texas | 24,608 | $1.19M | 0.00% | +9,459+62.4% | Added |
| Cerity Partners LLC | 25,287 | $1.23M | 0.00% | +19,074+307.0% | Added |
| Manufacturers Life Insurance Company, The | 26,453 | $1.28M | 0.00% | +2,492+10.4% | Added |
| Mariner, LLC | 28,077 | $1.36M | 0.00% | +6,296+28.9% | Added |
| D. E. Shaw & Co., Inc. | 28,741 | $1.39M | 0.00% | −9,720−25.3% | Reduced |
| CI Private Wealth, LLC | 28,961 | $1.40M | 0.00% | +7,250+33.4% | Added |
| Raymond James Financial Inc | 29,480 | $1.43M | 0.00% | −2,717−8.4% | Reduced |
| MetLife Investment Management | 30,340 | $1.47M | 0.01% | +2,337+8.3% | Added |
| Los Angeles Capital Management LLC | 31,157 | $1.51M | 0.01% | +21,971+239.2% | Added |
| Alamar Capital Management, LLC | 31,785 | $1.54M | 0.78% | −3,685−10.4% | Reduced |
| Entropy Technologies, LP | 34,504 | $1.67M | 0.07% | +34,504 | New |
| Knights of Columbus Asset Advisors LLC | 35,746 | $1.73M | 0.09% | +203+0.6% | Added |
| Resources Investment Advisors, LLC. | 35,994 | $1.75M | 0.01% | −20−0.1% | Reduced |
| Ieq Capital, LLC | 36,881 | $1.79M | 0.01% | +7,990+27.7% | Added |
| Wellington Management Group LLP | 37,124 | $1.80M | 0.00% | +37,124 | New |
| Graham Capital Management, L.P. | 37,733 | $1.83M | 0.05% | +20,865+123.7% | Added |
| Millennium Management LLC | 41,126 | $2.00M | 0.00% | −86,254−67.7% | Reduced |
| Legal & General Group Plc | 41,645 | $2.02M | 0.00% | +79+0.2% | Added |
| Tejara Capital Ltd | 41,650 | $2.02M | 0.83% | +4,350+11.7% | Added |